HoldingsChannel.com
Azimuth Capital Management LLC Top Holdings
As of  03/31/2022, below is a summary of the Azimuth Capital Management LLC top holdings by largest position size, as per the latest 13f filing made by Azimuth Capital Management LLC. In the Azimuth Capital Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Azimuth Capital Management LLC in that top holding, then the share count change between reporting periods, and finally the Azimuth Capital Management LLC top holding position size for that row.

   EntityAmountChange
 12/31/2021 to 03/31/2022
Position Size
($ in 1000's)
Apple Computer Inc 418,224 -3,537 $73,026
     AAPL418,224-3,537$73,026
Microsoft Corp 206,397 -704 $63,634
     MSFT206,397-704$63,634
Pepsico Inc 201,292 -2,820 $33,692
     PEP201,292-2,820$33,692
NVIDIA Corp 122,505 +20,381 $33,427
     NVDA122,505+20,381$33,427
Schlumberger Ltd 804,611 -59,940 $33,238
     SLB804,611-59,940$33,238
Alphabet Inc Cl A 11,594 -1,417 $32,247
     GOOGL11,594-1,417$32,247
Exxon Mobil Corp 386,574 -8,040 $31,927
     XOM386,574-8,040$31,927
Johnson & Johnson 165,372 +74 $29,309
     JNJ165,372+74$29,309
Enphase Energy Inc 144,803 +65,805 $29,218
     ENPH144,803+65,805$29,218
Chubb Ltd 134,868 +955 $28,848
     CB134,868+955$28,848
United Health Group 55,964 +31 $28,540
     UNH55,964+31$28,540
Pfizer Inc 540,394 -1,808 $27,976
     PFE540,394-1,808$27,976
Visa Inc Cl A 125,860 +49,859 $27,912
     V125,860+49,859$27,912
Palo Alto Networks 43,786 -7,769 $27,257
     PANW43,786-7,769$27,257
Union Pacific Corp 98,286 -199 $26,853
     UNP98,286-199$26,853
Monolithic Power Sys Inc 53,317 +1,764 $25,895
     MPWR53,317+1,764$25,895
CVS Health Corp 251,637 +2,482 $25,468
     CVS251,637+2,482$25,468
Zscaler Inc 101,266 +19,958 $24,433
     ZS101,266+19,958$24,433
ServiceNow Inc 43,559 +10,727 $24,258
     NOW43,559+10,727$24,258
Costco Wholesale 41,754 +202 $24,044
     COST41,754+202$24,044
Amazon.com Inc 7,075 -2,736 $23,064
     AMZN7,075-2,736$23,064
Chevron Corp 137,470 -3,077 $22,384
     CVX137,470-3,077$22,384
Amphenol Corp Cl A 286,829 -3,715 $21,613
     APH286,829-3,715$21,613
Signature Bank NY 73,245 -34,230 $21,497
     SBNY73,245-34,230$21,497
General Dynamics 88,703 +1,952 $21,393
     GD88,703+1,952$21,393
IBM 163,091 +1,706 $21,205
     IBM163,091+1,706$21,205
JP Morgan Chase & Co 150,160 -1,148 $20,470
     JPM150,160-1,148$20,470
Broadcom Inc 31,386 +649 $19,763
     AVGO31,386+649$19,763
Accenture LTD Cl A 58,271 +912 $19,651
     ACN58,271+912$19,651
Walmart Inc 129,867 -3,618 $19,340
     WMT129,867-3,618$19,340
Intel Corp 387,740 +76,195 $19,216
     INTC387,740+76,195$19,216
Bank of NY Mellon 382,325 +382,325 $18,975
     BK382,325+382,325$18,975
IDEXX Laboratories Inc 33,769 +17,265 $18,474
     IDXX33,769+17,265$18,474
Eli Lilly & Co 62,637 -1,093 $17,937
     LLY62,637-1,093$17,937
Lululemon Athletica Inc 48,952 +634 $17,879
     LULU48,952+634$17,879
AbbVie Inc 109,361 -4,085 $17,729
     ABBV109,361-4,085$17,729
Republic Services 132,953 +437 $17,616
     RSG132,953+437$17,616
BlackRock Inc 22,311 -2,209 $17,050
     BLK22,311-2,209$17,050
Abbott Labs 143,907 -981 $17,033
     ABT143,907-981$17,033
Zoetis Inc 89,706 +826 $16,918
     ZTS89,706+826$16,918
Marsh & McLennan 97,050 -11,880 $16,539
     MMC97,050-11,880$16,539
ResMed Inc 66,094 +140 $16,028
     RMD66,094+140$16,028
Nike Inc 118,382 +215 $15,929
     NKE118,382+215$15,929
Workday Inc Cl A 66,399 +22,768 $15,900
     WDAY66,399+22,768$15,900
Fastenal Co 267,593 +3,085 $15,895
     FAST267,593+3,085$15,895
Estee Lauder Cl A 56,939 +202 $15,506
     EL56,939+202$15,506
Martin Marietta Materials 39,819 +942 $15,326
     MLM39,819+942$15,326
iShares iBonds Dec 2026 Muni E (IBMO) 594,300 -36,500 $15,160
     IBMO594,300-36,500$15,160
Walt Disney Co 110,020 +1,056 $15,090
     DIS110,020+1,056$15,090
DBS Group 141,900 -8,665 $15,027
     COM141,900-8,665$15,027

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 03/31/2022: $2,335,600
At 12/31/2021: $2,480,958

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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