Azimuth Capital Management LLC 13F 持仓 · 最近申报 2022年Q1
Azimuth Capital Management 在 2022年Q1（报告期截至 2022-03-31）的 SEC 13F 申报中报告了 317 只证券，申报市值合计 23.36 亿美元。前几大持仓：AAPL（3.13%）、MSFT（2.72%）、PEP（1.44%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Computer Inc | $73.0M | 3.13% | 418,224 | 减持 |
| 2 | MSFT | Microsoft Corp | $63.6M | 2.72% | 206,397 | 减持 |
| 3 | PEP | Pepsico Inc | $33.7M | 1.44% | 201,292 | 减持 |
| 4 | NVDA | NVIDIA Corp | $33.4M | 1.43% | 122,505 | 增持 |
| 5 | SLB | Schlumberger Ltd | $33.2M | 1.42% | 804,611 | 减持 |
| 6 | GOOGL | Alphabet Inc Cl A | $32.2M | 1.38% | 11,594 | 减持 |
| 7 | XOM | Exxon Mobil Corp | $31.9M | 1.37% | 386,574 | 减持 |
| 8 | ENPH | Enphase Energy Inc | $29.2M | 1.25% | 144,803 | 增持 |
| 9 | JNJ | Johnson & Johnson | $29.3M | 1.25% | 165,372 | 增持 |
| 10 | CB | Chubb Ltd | $28.8M | 1.24% | 134,868 | 增持 |
| 11 | UNH | United Health Group | $28.5M | 1.22% | 55,964 | 增持 |
| 12 | PFE | Pfizer Inc | $28.0M | 1.20% | 540,394 | 减持 |
| 13 | V | Visa Inc Cl A | $27.9M | 1.20% | 125,860 | 增持 |
| 14 | PANW | Palo Alto Networks | $27.3M | 1.17% | 43,786 | 减持 |
| 15 | UNP | Union Pacific Corp | $26.9M | 1.15% | 98,286 | 减持 |
| 16 | MPWR | Monolithic Power Sys Inc | $25.9M | 1.11% | 53,317 | 增持 |
| 17 | CVS | CVS Health Corp | $25.5M | 1.09% | 251,637 | 增持 |
| 18 | ZS | Zscaler Inc | $24.4M | 1.05% | 101,266 | 增持 |
| 19 | NOW | ServiceNow, Inc | $24.3M | 1.04% | 43,559 | 增持 |
| 20 | COST | Costco Wholesale | $24.0M | 1.03% | 41,754 | 增持 |
| 21 | AMZN | Amazon.com Inc | $23.1M | 0.99% | 7,075 | 减持 |
| 22 | CVX | Chevron Corp | $22.4M | 0.96% | 137,470 | 减持 |
| 23 | APH | Amphenol Corp Cl A | $21.6M | 0.93% | 286,829 | 减持 |
| 24 | GD | General Dynamics | $21.4M | 0.92% | 88,703 | 增持 |
| 25 | SBNY | Signature Bank NY | $21.5M | 0.92% | 73,245 | 减持 |
来源：SEC 13F 申报文件 · 截至 2022-03-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR