Azimuth Capital Investment Management LLC Top Holdings and 13F Report (2024) → Dems have chosen Biden replacement? (From Paradigm Press) (Ad) About Azimuth Capital Investment Management LLCInvestment ActivityAzimuth Capital Investment Management LLC has $2.42 billion in total holdings as of March 31, 2024.Azimuth Capital Investment Management LLC owns shares of 308 different stocks, but just 103 companies or ETFs make up 80% of its holdings.Approximately 8.21% of the portfolio was purchased this quarter.About 7.83% of the portfolio was sold this quarter.This quarter, Azimuth Capital Investment Management LLC has purchased 302 new stocks and bought additional shares in 106 stocks.Azimuth Capital Investment Management LLC sold shares of 157 stocks and completely divested from 12 stocks this quarter.Largest Holdings Microsoft $89,732,248NVIDIA $73,323,011Apple $57,264,254Merck & Co., Inc. $49,626,263Alphabet $44,754,216 Largest New Holdings this Quarter Corpay Inc $11,409,809 HoldingNeurocrine Biosciences $8,901,219 HoldingIntercontinental Exchange $8,887,461 HoldingFiserv $8,652,175 HoldingState Street $5,360,982 Holding Largest Purchases this Quarter BlackRock 19,745 shares (about $16.46M)Walmart 211,280 shares (about $12.71M)Corpay Inc 36,980 shares (about $11.41M)Amphenol 85,867 shares (about $9.90M)Monolithic Power Systems 14,523 shares (about $9.84M) Largest Sales this Quarter Broadcom 13,903 shares (about $18.43M)Reinsurance Group of America 56,523 shares (about $10.90M)Marsh & McLennan Companies 45,510 shares (about $9.37M)NVIDIA 10,082 shares (about $9.11M)Vertex Pharmaceuticals 20,421 shares (about $8.54M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAzimuth Capital Investment Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$89,732,248$295,345 ▲0.3%213,2833.7%Computer and TechnologyNVDANVIDIA$73,323,011$9,109,694 ▼-11.1%81,1493.0%Computer and TechnologyAAPLApple$57,264,254$1,641,065 ▼-2.8%333,9412.4%Computer and TechnologyMRKMerck & Co., Inc.$49,626,263$143,430 ▲0.3%376,0992.0%MedicalGOOGLAlphabet$44,754,216$4,423,305 ▲11.0%296,5231.8%Computer and TechnologyAMZNAmazon.com$40,368,142$8,761,057 ▲27.7%223,7951.7%Retail/WholesaleLLYEli Lilly and Company$36,000,099$2,894,011 ▼-7.4%46,2751.5%MedicalVVisa$33,943,663$88,747 ▼-0.3%121,6271.4%Business ServicesSYKStryker$33,611,401$804,489 ▲2.5%93,9211.4%MedicalAVGOBroadcom$33,538,175$18,427,175 ▼-35.5%25,3041.4%Computer and TechnologyMETAMeta Platforms$32,847,059$3,558,330 ▼-9.8%67,6451.4%Computer and TechnologyPEPPepsiCo$32,756,819$451,351 ▼-1.4%187,1711.4%Consumer StaplesLinde PLC F$30,528,576$229,374 ▲0.8%65,7491.3%COMAPHAmphenol$30,465,550$9,904,758 ▲48.2%264,1141.3%Computer and TechnologyBAHBooz Allen Hamilton$27,585,644$2,012,104 ▼-6.8%185,8371.1%Business ServicesMLMMartin Marietta Materials$27,128,781$5,537,125 ▼-17.0%44,1881.1%ConstructionMPWRMonolithic Power Systems$27,037,187$9,838,171 ▲57.2%39,9121.1%Computer and TechnologyBLKBlackRock$26,930,177$16,461,406 ▲157.2%32,3021.1%FinanceNOWServiceNow$26,812,846$60,230 ▲0.2%35,1691.1%Computer and TechnologyAXONAxon Enterprise$25,521,934$5,166,274 ▼-16.8%81,5711.1%Industrial ProductsXOMExxon Mobil$24,807,070$665,589 ▼-2.6%213,4131.0%Oils/EnergyJPMJPMorgan Chase & Co.$23,798,444$1,915,669 ▼-7.4%118,8141.0%FinanceRSGRepublic Services$23,782,783$331,766 ▼-1.4%124,2311.0%Business ServicesIBMInternational Business Machines$23,758,081$1,076,250 ▼-4.3%124,4141.0%Computer and TechnologyCOSTCostco Wholesale$23,489,612$171,436 ▼-0.7%32,0621.0%Retail/WholesaleGDGeneral Dynamics$23,193,841$303,112 ▲1.3%82,1051.0%AerospaceCBChubb$22,758,870$194,607 ▼-0.8%87,8280.9%FinanceCDWCDW$22,276,648$1,318,802 ▼-5.6%87,0930.9%Computer and TechnologySHWSherwin-Williams$22,273,926$209,787 ▲1.0%64,1290.9%ConstructionDXCMDexCom$21,611,263$2,637,103 ▲13.9%155,8130.9%MedicalSLBSchlumberger$20,786,199$284,299 ▼-1.3%379,2410.9%Oils/EnergyCMGChipotle Mexican Grill$20,504,356$151,152 ▲0.7%7,0540.8%Retail/WholesaleMAMastercard$19,780,006$19,263 ▲0.1%41,0740.8%Business ServicesWMTWalmart$19,546,922$12,712,702 ▲186.0%324,8620.8%Retail/WholesaleROSTRoss Stores$19,308,039$148,228 ▲0.8%131,5620.8%Retail/WholesaleFASTFastenal$19,249,670$63,641 ▼-0.3%249,5420.8%Retail/WholesaleCRMSalesforce$19,113,786$1,812,802 ▼-8.7%63,4630.8%Computer and TechnologyMDLZMondelez International$19,027,750$9,940 ▼-0.1%271,8250.8%Consumer StaplesISRGIntuitive Surgical$18,795,543$2,050,924 ▼-9.8%47,0960.8%MedicalHEIHEICO$18,500,260$716,632 ▲4.0%96,8600.8%AerospaceHDHome Depot$17,837,059$209,830 ▼-1.2%46,4990.7%Retail/WholesaleXYLXylem$17,540,453$615,829 ▲3.6%135,7200.7%Industrial ProductsUNHUnitedHealth Group$17,299,164$224,099 ▲1.3%34,9690.7%MedicalPANWPalo Alto Networks$16,971,085$7,652,473 ▼-31.1%59,7300.7%Computer and TechnologyCRWDCrowdStrike$16,951,196$3,994,872 ▲30.8%52,8750.7%Computer and TechnologySBUXStarbucks$16,786,281$169,712 ▲1.0%183,6770.7%Retail/WholesaleSTZConstellation Brands$16,757,537$92,942 ▲0.6%61,6630.7%Consumer StaplesMSCIMSCI$16,540,561$7,839,575 ▲90.1%29,5130.7%Computer and TechnologyJNJJohnson & Johnson$16,387,377$747,448 ▼-4.4%103,5930.7%MedicalWDAYWorkday$15,826,319$119,192 ▲0.8%58,0250.7%Computer and TechnologyABBVAbbVie$15,717,403$64,463 ▼-0.4%86,3120.6%MedicalTYLTyler Technologies$15,717,295$7,839,310 ▲99.5%36,9810.6%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$14,098,453$1,640,627 ▼-10.4%103,6270.6%Computer and TechnologyPENPenumbra$13,982,227$792,512 ▼-5.4%62,6500.6%MedicalPFEPfizer$13,432,998$19,009 ▲0.1%484,0720.6%MedicalBABoeing$13,404,892$10,228 ▼-0.1%69,4590.6%AerospaceDISWalt Disney$13,314,359$921,983 ▼-6.5%108,8130.5%Consumer DiscretionaryRMDResMed$13,163,054$61,389 ▼-0.5%66,4700.5%MedicalEWJiShares MSCI Japan ETF$12,737,259$44,451 ▲0.4%178,5180.5%ETFGLOBGlobant$12,640,959$43,207 ▼-0.3%62,6100.5%Computer and TechnologyPGProcter & Gamble$12,566,587$158,518 ▼-1.2%77,4520.5%Consumer StaplesCVXChevron$12,500,975$26,342 ▼-0.2%79,2510.5%Oils/EnergyWSTWest Pharmaceutical Services$12,277,298$607,811 ▼-4.7%31,0260.5%MedicalMELIMercadoLibre$12,246,876$113,397 ▲0.9%8,1000.5%Retail/WholesaleGPNGlobal Payments$11,640,583$345,912 ▲3.1%87,0910.5%Business ServicesASMLASML$11,584,500$37,848 ▼-0.3%11,9370.5%Computer and TechnologyCorpay Inc$11,409,809$11,409,809 ▲New Holding36,9800.5%COMMMCMarsh & McLennan Companies$11,169,060$9,374,150 ▼-45.6%54,2240.5%FinanceACNAccenture$11,058,939$157,708 ▲1.4%31,9060.5%Business ServicesZTSZoetis$11,004,911$5,429,949 ▼-33.0%65,0370.5%MedicalTGTTarget$10,962,211$500,618 ▲4.8%61,8600.5%Retail/WholesaleINTUIntuit$10,936,250$39,000 ▲0.4%16,8250.5%Computer and TechnologyRGAReinsurance Group of America$10,798,387$10,902,156 ▼-50.2%55,9850.4%FinanceADPAutomatic Data Processing$10,546,270$143,600 ▼-1.3%42,2290.4%Business ServicesCASYCasey's General Stores$10,458,853$609,195 ▲6.2%32,8430.4%Retail/WholesaleBKBank of New York Mellon$10,099,634$101,123 ▲1.0%175,2800.4%FinanceINTCIntel$10,070,009$107,245 ▼-1.1%227,9830.4%Computer and TechnologyIDXXIDEXX Laboratories$9,872,080$37,255 ▼-0.4%18,2840.4%MedicalVTIVanguard Total Stock Market ETF$9,793,292$519,800 ▲5.6%37,6810.4%ETFEUFNiShares MSCI Europe Financials ETF$9,668,980$299,258 ▼-3.0%425,1970.4%ETFNICENICE$9,608,799$3,850,139 ▲66.9%36,8690.4%Computer and TechnologyROPRoper Technologies$9,549,984$420,069 ▲4.6%17,0280.4%Computer and TechnologyAMDAdvanced Micro Devices$9,512,906$9,219,790 ▲3,145.4%52,7060.4%Computer and TechnologyICLRICON Public$9,493,611$328,559 ▲3.6%28,2590.4%MedicalLULULululemon Athletica$9,397,086$709,811 ▲8.2%24,0550.4%Consumer DiscretionaryMCDMcDonald's$9,291,380$425,744 ▼-4.4%32,9540.4%Retail/WholesaleTTNDYTechtronic Industries$9,230,350$5,114,024 ▲124.2%136,1750.4%Industrial ProductsUNPUnion Pacific$9,133,840$19,183 ▼-0.2%37,1400.4%TransportationVRTXVertex Pharmaceuticals$9,039,048$8,536,182 ▼-48.6%21,6240.4%MedicalCSCOCisco Systems$8,956,150$2,899,521 ▼-24.5%179,4460.4%Computer and TechnologyTTDTrade Desk$8,950,234$395,750 ▼-4.2%102,3820.4%Computer and TechnologyNBIXNeurocrine Biosciences$8,901,219$8,901,219 ▲New Holding64,5390.4%MedicalICEIntercontinental Exchange$8,887,461$8,887,461 ▲New Holding64,6690.4%FinanceVZVerizon Communications$8,776,731$185,673 ▲2.2%209,1690.4%Computer and TechnologyCMCSAComcast$8,749,677$148,951 ▲1.7%201,8380.4%Consumer DiscretionaryFIFiserv$8,652,175$8,652,175 ▲New Holding54,1370.4%Business ServicesAAgilent Technologies$8,617,395$630,349 ▼-6.8%59,2220.4%Computer and TechnologyHEDJWisdomTree Europe Hedged Equity Fund$8,612,856$966 ▼0.0%178,3200.4%FinanceEMREmerson Electric$8,542,794$206,424 ▼-2.4%75,3200.4%Industrial ProductsVEEVVeeva Systems$8,459,697$118,857 ▼-1.4%36,5130.3%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.