Instuitional Investor - Azimuth Capital Investment Management Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Microsoft Corp	MSFT	212,581	$79,938,884	3.6%
2.	Apple Inc.	AAPL	343,511	$66,136,103	2.98%
3.	Nvidia Corp	NVDA	912,310	$45,179,427	2.03%
4.	Broadcom Inc.	AVGO	392,070	$43,764,814	1.97%
5.	Merck & Co. Inc.	MRK	375,012	$40,883,808	1.84%