Azimuth Capital Investment Management LLC 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
AC
Azimuth Capital Investment Management LLC
Institutional Filer 4.70%$2.66B300

Current Portfolio Holdings

Showing all 300 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1AAPLApple Inc.Technology455K$115.4M4.34%
2NaNNVIDIA Corp584K$101.8M3.83%
3MSFTMicrosoft CorporationTechnology243K$89.9M3.38%
4NaNBroadcom Inc252K$77.9M2.93%
5NaNAlphabet Inc Cl A249K$71.6M2.69%
6LLYEli Lilly and CompanyHealthcare67K$61.3M2.31%
7PEPPepsiCo, Inc.Consumer Defensive275K$42.7M1.61%
8MPWRMonolithic Power Systems, Inc.Technology36K$39.4M1.48%
9HSYThe Hershey CompanyConsumer Defensive180K$37.4M1.41%
10NaNExxon Mobil Corp211K$35.8M1.35%
11CVXChevron CorporationEnergy150K$31.1M1.17%
12BACBank of America CorporationFinancial Services598K$29.2M1.10%
13NaNJPMorgan Chase & Co97K$28.5M1.07%
14WFCWells Fargo & CompanyFinancial Services346K$27.5M1.04%
15SLBSLB N.V.Energy532K$27.3M1.03%
Showing 1 to 15 of 300 holdings