13FBOX
Azimuth Capital Management LLC · 13F Holdings
Options Calculator Rankings

Azimuth Capital Management LLC

No.10640 Data as of 2022Q2
Latest AUM (Q2 2022)
$2.23B
QoQ Change Q1 2022
-$105.2M-4.5%
Holdings
318
New Buys
0
Adds
0
Reduces
1
Exits
0
Unchanged
317
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2022 ValueQ2 2022 SharesPrev Q ValuePrev Q SharesShares ChangeAction
APPLE INCAAPL
3.27%3.13%$73.0M418,224$73.0M418,22400.00%Unchanged
MICROSOFT CORPMSFT
2.85%2.72%$63.6M206,397$63.6M206,39700.00%Unchanged
PEPSICO INCPEP
1.51%1.44%$33.7M201,292$33.7M201,29200.00%Unchanged
SLB LIMITEDSLB
1.49%1.42%$33.2M804,611$33.2M804,61100.00%Unchanged
ALPHABET INCGOOGL
1.45%1.38%$32.2M11,594$32.2M11,59400.00%Unchanged
EXXON MOBIL CORPXOM
1.43%1.37%$31.9M386,574$31.9M386,57400.00%Unchanged
JOHNSON & JOHNSONJNJ
1.31%1.25%$29.3M165,372$29.3M165,37200.00%Unchanged
ENPHASE ENERGY INC COMENPH
1.31%1.25%$29.2M144,803$29.2M144,80300.00%Unchanged
CHUBB LIMITEDCB
1.29%1.24%$28.8M134,868$28.8M134,86800.00%Unchanged
UNITEDHEALTH GROUP INCUNH
1.28%1.22%$28.5M55,964$28.5M55,96400.00%Unchanged
PFIZER INCPFE
1.25%1.2%$28.0M540,394$28.0M540,39400.00%Unchanged
VISA INCV
1.25%1.2%$27.9M125,860$27.9M125,86000.00%Unchanged
PALO ALTOPANW
1.22%1.17%$27.3M43,786$27.3M43,78600.00%Unchanged
UNION PAC CORPUNP
1.2%1.15%$26.9M98,286$26.9M98,28600.00%Unchanged
MONOLITHIC PWR SYS INCMPWR
1.16%1.11%$25.9M53,317$25.9M53,31700.00%Unchanged
CVS HEALTH CORPCVS
1.14%1.09%$25.5M251,637$25.5M251,63700.00%Unchanged
SERVICENOW INCNOW
1.09%1.04%$24.3M43,559$24.3M43,55900.00%Unchanged
COSTCO WHOLESALE CORPORATIONCOST
1.08%1.03%$24.0M41,754$24.0M41,75400.00%Unchanged
CHEVRON CORPORATIONCVX
1%0.96%$22.4M137,470$22.4M137,47000.00%Unchanged
AMPHENOL CORPAPH
0.97%0.93%$21.6M286,829$21.6M286,82900.00%Unchanged
GENERAL DYNAMICS CORPGD
0.96%0.92%$21.4M88,703$21.4M88,70300.00%Unchanged
IINTERNATIONAL BUSINESS MACHSIBM
0.95%0.91%$21.2M163,091$21.2M163,09100.00%Unchanged
JPMORGAN CHASE & COJPM
0.92%0.88%$20.5M150,160$20.5M150,16000.00%Unchanged
BROADCOM INCAVGO
0.89%0.85%$19.8M31,386$19.8M31,38600.00%Unchanged
ACCENTURE PLC IRELANDACN
0.88%0.84%$19.7M58,271$19.7M58,27100.00%Unchanged
WALMART INCWMT
0.87%0.83%$19.3M129,867$19.3M129,86700.00%Unchanged
INTEL CORPINTC
0.86%0.82%$19.2M387,740$19.2M387,74000.00%Unchanged
BBANK NEW YORK MELLON CORPBK
0.85%0.81%$19.0M382,325$19.0M382,32500.00%Unchanged
NVIDIA CORPORATIONNVDA
0.83%1.43%$18.6M122,505$33.4M122,50500.00%Unchanged
ELI LILLY & COLLY
0.8%0.77%$17.9M62,637$17.9M62,63700.00%Unchanged
LULULEMON ATHLETICA INCLULU
0.8%0.77%$17.9M48,952$17.9M48,95200.00%Unchanged
ABBVIE INCABBV
0.79%0.76%$17.7M109,361$17.7M109,36100.00%Unchanged
REPUBLIC SVCS INCRSG
0.79%0.75%$17.6M132,953$17.6M132,95300.00%Unchanged
BLACKROCK INC COMBLK
0.76%0.73%$17.1M22,311$17.1M22,31100.00%Unchanged
ABBOTT LABORATORIESABT
0.76%0.73%$17.0M143,907$17.0M143,90700.00%Unchanged
ZOETIS INC CL AZTS
0.76%0.72%$16.9M89,706$16.9M89,70600.00%Unchanged
MMARSH & MCLENNAN COS INC COMMRSH
0.74%0.71%$16.5M97,050$16.5M97,05000.00%Unchanged
RESMED INCRMD
0.72%0.69%$16.0M66,094$16.0M66,09400.00%Unchanged
NIKE INCNKE
0.71%0.68%$15.9M118,382$15.9M118,38200.00%Unchanged
FFASTENAL CO COMFAST
0.71%0.68%$15.9M267,593$15.9M267,59300.00%Unchanged
LAUDER ESTEE COS INC CL AEL
0.7%0.66%$15.5M56,939$15.5M56,93900.00%Unchanged
MARTIN MARIETTA MATLS INCMLM
0.69%0.66%$15.3M39,819$15.3M39,81900.00%Unchanged
ZSCALER INCZS
0.68%1.05%$15.2M101,266$24.4M101,26600.00%Unchanged
IISHARES TRIBMO
0.68%0.65%$15.2M594,300$15.2M594,30000.00%Unchanged
DISNEY WALT CODIS
0.68%0.65%$15.1M110,020$15.1M110,02000.00%Unchanged
DDBS Group Holdings Ltd - ADRDBSDY
0.67%0.64%$15.0M141,900$15.0M141,90000.00%Unchanged
MERCK & CO INCMRK
0.67%0.64%$15.0M182,988$15.0M182,98800.00%Unchanged
HOME DEPOT INCHD
0.67%0.64%$14.9M49,793$14.9M49,79300.00%Unchanged
SALESFORCE INCCRM
0.66%0.63%$14.6M68,975$14.6M68,97500.00%Unchanged
STRYKER CORPORATIONSYK
0.65%0.63%$14.6M54,616$14.6M54,61600.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow