HoldingsChannel.com
Azimuth Capital Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
Apple Computer Inc 146,644 -9,145 $37,290
     AAPL146,644-9,145$37,290
Microsoft Corp 222,670 -1,682 $35,117
     MSFT222,670-1,682$35,117
Pepsico Inc 256,236 +34,690 $30,774
     PEP256,236+34,690$30,774
Johnson & Johnson 188,822 -336 $24,760
     JNJ188,822-336$24,760
Abbott Labs 276,707 -2,388 $21,835
     ABT276,707-2,388$21,835
Amazon.com Inc 9,614 +2,211 $18,745
     AMZN9,614+2,211$18,745
Vertex Pharmaceuticals 76,584 -558 $18,223
     VRTX76,584-558$18,223
Alphabet Inc Cl A 15,439 +646 $17,939
     GOOGL15,439+646$17,939
IBM 161,367 +2,502 $17,900
     IBM161,367+2,502$17,900
Pfizer Inc 532,125 +4,917 $17,369
     PFE532,125+4,917$17,369
Wal Mart Inc 147,569 -8,347 $16,767
     WMT147,569-8,347$16,767
NVIDIA Corp 62,388 +8,015 $16,445
     NVDA62,388+8,015$16,445
West Pharmaceutical Services 104,845 +339 $15,963
     WST104,845+339$15,963
Stryker Corp 94,152 +1,401 $15,675
     SYK94,152+1,401$15,675
Zoetis Inc 131,399 -1,892 $15,464
     ZTS131,399-1,892$15,464
Intel Corp 284,635 -17,650 $15,404
     INTC284,635-17,650$15,404
Facebook Inc 91,297 +10,081 $15,228
     FB91,297+10,081$15,228
Visa Inc Cl A 94,007 +2,784 $15,146
     V94,007+2,784$15,146
Merck & Co Inc 194,104 -4,278 $14,934
     MRK194,104-4,278$14,934
JP Morgan Chase & Co 163,957 -2,970 $14,761
     JPM163,957-2,970$14,761
Fin Select SPDR ETF (XLF) 708,376 +60,958 $14,748
     XLF708,376+60,958$14,748
Salesforce.com 98,980 +31,448 $14,251
     CRM98,980+31,448$14,251
Global Pmts Inc 94,853 +181 $13,681
     GPN94,853+181$13,681
Accenture LTD Cl A 82,930 +621 $13,539
     ACN82,930+621$13,539
Home Depot Inc 71,507 -1,869 $13,351
     HD71,507-1,869$13,351
Cisco Systems Inc 335,649 -5,858 $13,194
     CSCO335,649-5,858$13,194
Marsh & McLennan 144,820 -2,958 $12,521
     MMC144,820-2,958$12,521
Costco Wholesale 43,690 +17 $12,457
     COST43,690+17$12,457
BlackRock Inc 28,238 +17,426 $12,424
     BLK28,238+17,426$12,424
Estee Lauder Cl A 75,548 -1,488 $12,038
     EL75,548-1,488$12,038
ResMed Inc 80,449 -5,795 $11,849
     RMD80,449-5,795$11,849
Walt Disney Co 121,226 +1,072 $11,710
     DIS121,226+1,072$11,710
Verizon Comm Inc 214,367 -376 $11,518
     VZ214,367-376$11,518
Procter & Gamble Co 103,973 -2,225 $11,437
     PG103,973-2,225$11,437
Penumbra Inc 70,690 +3,409 $11,404
     PEN70,690+3,409$11,404
Mondelez Int l Inc 226,380 +5,359 $11,337
     MDLZ226,380+5,359$11,337
Baxter Int l Inc 139,044 +425 $11,289
     BAX139,044+425$11,289
Chegg Inc 310,493 +310,493 $11,109
     CHGG310,493+310,493$11,109
Equinix Inc 17,484 -3,210 $10,920
     EQIX17,484-3,210$10,920
Exxon Mobil Corp 277,950 +51,076 $10,554
     XOM277,950+51,076$10,554
Starbucks Corp 158,095 +8,320 $10,393
     SBUX158,095+8,320$10,393
Splunk Inc 82,169 +5,624 $10,372
     SPLK82,169+5,624$10,372
Eli Lilly & Co 74,713 -2,669 $10,364
     LLY74,713-2,669$10,364
PayPal Holdings Inc 107,944 -38,527 $10,335
     PYPL107,944-38,527$10,335
Tyler Technologies Inc 34,545 -5,105 $10,245
     TYL34,545-5,105$10,245
EPAM Systems 54,280 -7,615 $10,078
     EPAM54,280-7,615$10,078
Edwards Lifesciences 51,278 +4,010 $9,672
     EW51,278+4,010$9,672
Broadcom Inc 40,499 +1,597 $9,602
     AVGO40,499+1,597$9,602
United Health Group 38,284 +14,745 $9,547
     UNH38,284+14,745$9,547
Nike Inc 114,975 -50,528 $9,513
     NKE114,975-50,528$9,513

See Full List: All Stocks Held By Azimuth Capital Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Azimuth Capital Management LLC

Size ($ in 1000's)
At 03/31/2020: $1,331,017
At 12/31/2019: $1,645,336

Azimuth Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Azimuth Capital Management LLC 13F filings. Link to 13F filings: SEC filings

Azimuth Capital Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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