Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
AZIMUTH CAPITAL MANAGEMENT LLC 11-14-2019 09-30-2019 274 1,533,078,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
Apple Computer Inc COM 1 $33,582,000 149,939 2.19 1.80 13,362 9.78 09-30-2019
Microsoft Corp COM 2 $31,316,000 225,244 2.04 2.01 -882 -0.39 09-30-2019
Pepsico Inc COM 3 $30,262,000 220,729 1.97 1.91 1,743 0.80 09-30-2019
Johnson & Johnson COM 4 $24,781,000 191,533 1.62 1.80 -3,611 -1.85 09-30-2019
Abbott Labs COM 5 $23,382,000 279,457 1.53 1.56 618 0.22 09-30-2019
IBM COM 6 $23,276,000 160,061 1.52 1.47 -28 -0.02 09-30-2019
Boeing Co COM 7 $22,119,000 58,136 1.44 1.41 -137 -0.24 09-30-2019
JP Morgan Chase & Co COM 8 $20,963,000 178,124 1.37 1.32 -303 -0.17 09-30-2019
Stryker Corp COM 9 $20,361,000 94,133 1.33 1.30 -763 -0.80 09-30-2019
Pfizer Inc COM 10 $19,302,000 537,221 1.26 1.58 -13,182 -2.39 09-30-2019
Wal-Mart Inc COM 11 $18,715,000 157,691 1.22 1.19 -4,139 -2.56 09-30-2019
Alphabet Inc Cl A COM 12 $17,857,000 14,623 1.16 0.81 3,345 29.66 09-30-2019
Amazon.com Inc COM 13 $17,420,000 10,035 1.14 1.23 215 2.19 09-30-2019
Home Depot Inc COM 14 $17,316,000 74,633 1.13 1.03 185 0.25 09-30-2019
Merck & Co Inc COM 15 $16,966,000 201,549 1.11 1.15 -4,665 -2.26 09-30-2019
Exxon Mobil Corp COM 16 $16,864,000 238,837 1.10 1.22 -1,816 -0.75 09-30-2019
Cisco Systems Inc COM 17 $16,810,000 340,222 1.10 1.87 -174,894 -33.95 09-30-2019
Fin Select SPDR ETF COM 18 $16,628,000 593,858 1.08 1.09 -375 -0.06 09-30-2019
Comcast Corp Cl A COM 19 $16,214,000 359,682 1.06 1.00 4,900 1.38 09-30-2019
Accenture LTD Cl A COM 20 $15,896,000 82,639 1.04 1.01 697 0.85 09-30-2019
Intel Corp COM 21 $15,877,000 308,117 1.04 0.99 -3,081 -0.99 09-30-2019
Walt Disney Co COM 22 $15,861,000 121,709 1.03 1.12 507 0.42 09-30-2019
Baxter Int'l Inc COM 23 $15,778,000 180,384 1.03 0.46 95,398 112.25 09-30-2019
Chevron Corp COM 24 $15,618,000 131,690 1.02 1.10 -1,941 -1.45 09-30-2019
Visa Inc Cl A COM 25 $15,576,000 90,555 1.02 1.03 1,286 1.44 09-30-2019
PayPal Holdings Inc COM 26 $15,228,000 146,999 0.99 0.46 86,881 144.52 09-30-2019
Marsh & McLennan COM 27 $15,000,000 149,928 0.98 0.41 87,924 141.80 09-30-2019
Global Pmts Inc COM 28 $14,873,000 93,540 0.97 93,540 +Inf 09-30-2019
West Pharmaceutical Services COM 29 $14,793,000 104,306 0.96 0.42 54,352 108.80 09-30-2019
Facebook Inc COM 30 $14,253,000 80,037 0.93 1.02 671 0.85 09-30-2019
Euronet Worldwide Inc COM 31 $13,818,000 94,453 0.90 1.02 3,585 3.95 09-30-2019
Procter & Gamble Co COM 32 $13,433,000 108,002 0.88 0.81 -3,331 -2.99 09-30-2019
Starbucks Corp COM 33 $13,114,000 148,315 0.86 0.85 -4,981 -3.25 09-30-2019
Verizon Comm Inc COM 34 $13,109,000 217,188 0.86 0.85 -7,959 -3.54 09-30-2019
Costco Wholesale COM 35 $12,888,000 44,734 0.84 0.79 -40 -0.09 09-30-2019
Total System Services COM Liquidated $0 0 0.83 0.64 -2,089 -2.10 09-30-2019
Mondelez Int'l Inc COM 37 $12,328,000 222,856 0.80 0.77 7,348 3.41 09-30-2019
ResMed Inc COM 38 $12,064,000 89,289 0.79 0.76 -4,410 -4.71 09-30-2019
Equinix Inc COM 39 $11,838,000 20,524 0.77 0.68 338 1.67 09-30-2019
Splunk Inc COM 40 $11,315,000 96,000 0.74 0.96 -19,198 -16.67 09-30-2019
EPAM Systems COM 41 $11,273,000 61,830 0.74 0.70 607 0.99 09-30-2019
Fleetcor Technologies COM 42 $11,037,000 38,487 0.72 0.71 331 0.87 09-30-2019
Intuitive Surgical Inc COM 43 $10,976,000 20,329 0.72 0.39 9,121 81.38 09-30-2019
McDonald's Corp COM 44 $10,919,000 50,854 0.71 0.72 -1,205 -2.31 09-30-2019
Zoetis Inc COM 45 $10,846,000 87,055 0.71 1.10 -58,990 -40.39 09-30-2019
Nike Inc COM 46 $10,822,000 115,223 0.71 0.64 1,205 1.06 09-30-2019
AT&T Inc COM 47 $10,789,000 285,112 0.70 0.63 2,880 1.02 09-30-2019
Broadcom Inc COM 48 $10,743,000 38,915 0.70 0.74 457 1.19 09-30-2019
General Dynamics COM 49 $10,597,000 57,993 0.69 0.41 24,359 72.42 09-30-2019
Proofpoint, Inc COM 50 $10,278,000 79,641 0.67 0.61 2,960 3.86 09-30-2019
Tyler Technologies Inc COM 51 $10,271,000 39,128 0.67 39,128 +Inf 09-30-2019
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