Instuitional Investor - Azimuth Capital Investment Management Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Apple Inc.	AAPL	447,943	$129,616,870	4.37%
2.	Nvidia Corp	NVDA	617,650	$123,585,633	4.17%
3.	Broadcom Inc.	AVGO	248,796	$93,982,689	3.17%
4.	Microsoft Corp	MSFT	222,948	$83,163,907	2.81%
5.	Alphabet Inc.	GOOGL	226,010	$80,769,194	2.73%