$897 Million is the total value of Azimuth Capital Management LLC's 280 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | New | Google Inc Cl A | $3,088,000 | – | 5,282 | +100.0% | 0.34% | – |
| GOOG | New | Google Inc Cl C | $2,654,000 | – | 4,614 | +100.0% | 0.30% | – |
| WST | New | West Pharmaceutical Services | $2,398,000 | – | 56,845 | +100.0% | 0.27% | – |
| J106OPTLDIV | New | CBS Outdoor Americas | $2,297,000 | – | 70,275 | +100.0% | 0.26% | – |
| TSM | New | Taiwan Semiconductor | $2,174,000 | – | 101,615 | +100.0% | 0.24% | – |
| COO | New | Cooper Companies | $2,034,000 | – | 15,010 | +100.0% | 0.23% | – |
| TU | New | TELUS Corp | $1,932,000 | – | 51,885 | +100.0% | 0.22% | – |
| MAT | New | Mattel Inc | $1,153,000 | – | 29,595 | +100.0% | 0.13% | – |
| FITB | New | Fifth Third Bancorp | $659,000 | – | 30,875 | +100.0% | 0.07% | – |
| RYAM | New | Rayonier Advanced Materials In | $529,000 | – | 13,639 | +100.0% | 0.06% | – |
| LCI | New | Lannett Co Inc | $273,000 | – | 5,500 | +100.0% | 0.03% | – |
| CHRW | New | C.H. Robinson WW | $263,000 | – | 4,130 | +100.0% | 0.03% | – |
| BBT | New | BB&T Corp | $256,000 | – | 6,505 | +100.0% | 0.03% | – |
| TUP | New | Tupperware Brands | $245,000 | – | 2,926 | +100.0% | 0.03% | – |
| F113PS | New | Covidien PLC | $217,000 | – | 2,403 | +100.0% | 0.02% | – |
| TECU | New | Tecumseh Products Co | $178,000 | – | 35,000 | +100.0% | 0.02% | – |
| NLY | New | Annaly Capital Management | $118,000 | – | 10,300 | +100.0% | 0.01% | – |
| New | Kinder Morgan Mgmt Frac 100000 | $0 | – | 527,912 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-08-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Apple Computer Inc | 36 | Q1 2022 | 3.3% |
| Pepsico Inc | 36 | Q1 2022 | 2.6% |
| Johnson & Johnson | 36 | Q1 2022 | 2.6% |
| Microsoft Corp | 36 | Q1 2022 | 2.8% |
| IBM | 36 | Q1 2022 | 3.5% |
| Exxon Mobil Corp | 36 | Q1 2022 | 2.6% |
| Pfizer Inc | 36 | Q1 2022 | 1.9% |
| Wal-Mart Stores Inc | 36 | Q1 2022 | 2.3% |
| Boeing Co | 36 | Q1 2022 | 2.1% |
| Merck & Co Inc | 36 | Q1 2022 | 1.9% |
View Azimuth Capital Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-15 |
| 13F-HR | 2021-08-13 |
| 13F-HR | 2021-05-13 |
| 13F-HR | 2021-02-12 |
| 13F-HR | 2020-11-13 |
| 13F-HR | 2020-08-14 |
| 13F-HR | 2020-05-13 |
| 13F-HR | 2020-02-12 |
View Azimuth Capital Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.