Azimuth Capital Management LLC 13F Holdings
CIK 0001352512 · BLOOMFIELD HILLS, MI
As of Mar 31, 2022, Azimuth Capital Management LLC reported 319 positions worth $2.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 418,224 | $73.0K | 3.23% |
| MICROSOFT CORP | MSFT | Technology | 206,397 | $63.6K | 2.81% |
| PEPSICO INC | PEP | Consumer Defensive | 201,292 | $33.7K | 1.49% |
| NVIDIA CORP | NVDA | Technology | 122,505 | $33.4K | 1.48% |
| SLB LIMITED | SLB | Equity | 804,611 | $33.2K | 1.47% |
| ALPHABET INC | GOOGL | Communication Services | 11,594 | $32.2K | 1.43% |
| EXXON MOBIL CORP | — | — | 386,574 | $31.9K | 1.41% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 165,372 | $29.3K | 1.30% |
| ENPHASE ENERGY | ENPH | Technology | 144,803 | $29.2K | 1.29% |
| CHUBB LTD COM | CB | Financial Services | 134,868 | $28.8K | 1.28% |
| UnitedHealth Group Inc. | UNH | — | 55,964 | $28.5K | 1.26% |
| PFIZER INC | PFE | Healthcare | 540,394 | $28.0K | 1.24% |
| VISA INC CLASS A | V | Financial Services | 125,860 | $27.9K | 1.23% |
| PALO ALTO NETWORKS INC | PANW | Technology | 43,786 | $27.3K | 1.20% |
| UNION PACIFIC CORP | UNP | Industrials | 98,286 | $26.9K | 1.19% |
| MONOLITHIC POWER SYSTEMS INC | MPWR | Technology | 53,317 | $25.9K | 1.14% |
| CVS HEALTH CORP | CVS | Healthcare | 251,637 | $25.5K | 1.13% |
| ZSCALER INC | ZS | Technology | 101,266 | $24.4K | 1.08% |
| SERVICENOW INC COM | NOW | Technology | 43,559 | $24.3K | 1.07% |
| Costco Wholesale Corp | COST | — | 41,754 | $24.0K | 1.06% |
| AMAZON.COM INC | AMZN | Equity | 7,075 | $23.1K | 1.02% |
| CHEVRON CORP | CHV | Energy | 137,470 | $22.4K | 0.99% |
| AMPHENOL CORP-CL A | APH | Technology | 286,829 | $21.6K | 0.96% |
| SIGNATURE BANK NEW YORK NY | SBNY | Financial Services | 73,245 | $21.5K | 0.95% |
| GENERAL DYNAMICS CORP | GD | Industrials | 88,703 | $21.4K | 0.95% |