AZIMUTH CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q1 2022
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | COST | 42K | $24.04M |
 | ICLR | 40K | $9.83M |
 | MLM | 40K | $15.33M |
 | MCD | 40K | $9.84M |
 | ISRG | 37K | $11.18M |
 | PAYX | 37K | $5.01M |
 | DUK | 35K | $3.96M |
 | VRTX | 35K | $9.13M |
 | VEEV | 34K | $7.25M |
 | COP | 34K | $3.39M |
 | IDXX | 34K | $18.47M |
 | LIN | 34K | $10.71M |
 | DLR | 32K | $4.60M |
 | SHW | 32K | $8.01M |
 | GE | 32K | $2.92M |
 | SO | 32K | $2.31M |
 | NEOG | 31K | $971.00K |
 | AVGO | 31K | $19.76M |
 | CHKP | 31K | $4.27M |
 | AMAT | 29K | $3.88M |
Costco Wholesale Corporation
COST
Shares Held
42K
Value
$24.04M
ICON Public Limited Company
ICLR
Shares Held
40K
Value
$9.83M
Martin Marietta Materials, Inc.
MLM
Shares Held
40K
Value
$15.33M
McDonald's Corporation
MCD
Shares Held
40K
Value
$9.84M
Intuitive Surgical, Inc.
ISRG
Shares Held
37K
Value
$11.18M
Paychex, Inc.
PAYX
Shares Held
37K
Value
$5.01M
Duke Energy Corporation
DUK
Shares Held
35K
Value
$3.96M
Vertex Pharmaceuticals Incorporated
VRTX
Shares Held
35K
Value
$9.13M
Veeva Systems Inc.
VEEV
Shares Held
34K
Value
$7.25M
ConocoPhillips
COP
Shares Held
34K
Value
$3.39M
IDEXX Laboratories, Inc.
IDXX
Shares Held
34K
Value
$18.47M
Linde plc
LIN
Shares Held
34K
Value
$10.71M
Digital Realty Trust, Inc.
DLR
Shares Held
32K
Value
$4.60M
The Sherwin-Williams Company
SHW
Shares Held
32K
Value
$8.01M
GE Aerospace
GE
Shares Held
32K
Value
$2.92M
The Southern Company
SO
Shares Held
32K
Value
$2.31M
Neogen Corporation
NEOG
Shares Held
31K
Value
$971.00K
Broadcom Inc.
AVGO
Shares Held
31K
Value
$19.76M
Check Point Software Technologies Ltd.
CHKP
Shares Held
31K
Value
$4.27M
Applied Materials, Inc.
AMAT
Shares Held
29K
Value
$3.88M