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CCLA Investment Management

Q1 2024 · 13F-HR

CCLA Investment Managementholdings as filed

Filed 2024-05-10 · accession 0001631562-24-000003

$6.5M
Reported value
69
Positions
2024-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp$294,1184.52%697,124CommonSOLE
023135106AMZNAmazon Com Inc.$206,0003.16%1,143,248CommonSOLE
02079K107GOOGAlphabet Inc.$169,8852.61%1,116,262CommonSOLE
G4705A100ICLRICON$165,4212.54%500,098CommonSOLE
653656108NICENice Ltd$159,6072.45%622,318CommonSOLE
92826C839VVisa Inc.$158,2242.43%566,283CommonSOLE
89400J107TRUTransUnion$153,4542.36%1,947,196CommonSOLE
45866F104ICEIntercontinental Exchange IN$152,9232.35%1,114,291CommonSOLE
776696106ROPRoper Technologies Inc$143,4192.20%256,026CommonSOLE
883556102TMOThermo Fisher Scientific Inc.$143,4162.20%247,093CommonSOLE
03662Q105AKXAnsys$137,4502.11%394,360CommonSOLE
N6596X109NXPINXP Semiconductors N V$136,0462.09%552,867CommonSOLE
28176E108EWEdwards Lifesciences Corp$134,0922.06%1,406,714CommonSOLE
57636Q104MAMastercard Incorporated$133,4082.05%278,438CommonSOLE
78409V104SPGIS&P Global Inc$133,3272.05%314,761CommonSOLE
871607107SNPSSynopsys Inc$132,6552.04%231,017CommonSOLE
855244109SBUXStarbucks Corp.$132,5622.04%1,446,758CommonSOLE
91324P102UNHUnitedHealth Group Inc.$130,4512.00%263,936CommonSOLE
235851102DHRDanaher Corporation$124,1251.91%497,990CommonSOLE
713448108PEPPepsico Inc.$123,0011.89%706,928CommonSOLE
05352A100AVTRAvantor Inc Com$120,8281.86%4,720,144CommonSOLE
892672106TWTradeweb Markets Inc Com$119,1681.83%1,140,454CommonSOLE
461202103INTUIntuit$116,9301.80%179,909CommonSOLE
12572Q105CMECME Group Inc$115,1951.77%533,744CommonSOLE
00846U101AAgilent Technologies Inc.$114,0691.75%773,739CommonSOLE
191216100KOCoca Cola Co$112,2451.72%1,835,878CommonSOLE
444859102HUMHumana Inc.$109,6831.68%313,686CommonSOLE
863667101SYKStryker Corporation$106,5531.64%296,570CommonSOLE
G8994E103TTTrane Technologies plc USD 1$105,4611.62%351,335CommonSOLE
67066G104NVDANvidia$105,0341.61%116,153CommonSOLE
45167R104IEXIdex Corp$104,4601.60%425,788CommonSOLE
015271109AREAlexandria Real Estate Equities$102,6371.58%802,116CommonSOLE
580135101MCDMcDonalds Corp$101,7831.56%360,337CommonSOLE
G16252101BIPBrookfield Infrastructure NPV$100,2651.54%3,215,941CommonSOLE
00724F101ADBEAdobe Systems Incorporated$100,1971.54%198,275CommonSOLE
40415F101HDBHDFC Bank Ltd$97,5341.50%1,748,733CommonSOLE
G1151C101ACNAccenture PLC Ireland$96,0201.47%280,783CommonSOLE
67103H107ORLYO'Reilly Automative$95,4811.47%84,031CommonSOLE
11135F101AVGOBroadcom Inc$92,9861.43%70,370CommonSOLE
571748102MRSHMarsh & McLennan COS Inc.$91,8991.41%446,288CommonSOLE
81762P102NOWServiceNow Inc.$91,2031.40%119,906CommonSOLE
45687V106IRIngersoll Rand Inc$91,1591.40%955,335CommonSOLE
002824100ABTAbbott Labs$89,9961.38%791,824CommonSOLE
654106103NKENike Inc.$88,5821.36%939,739CommonSOLE
882508104TXNTexas Instrs Inc.$88,5191.36%510,884CommonSOLE
031100100AMEAmetek Inc.$87,8621.35%477,779CommonSOLE
98978V103ZTSZoetis Inc.$86,1481.32%510,415CommonSOLE
03027X100AMTAmerican Tower Corp New$80,2731.23%406,080CommonSOLE
65339F101NEENextEra Energy Inc$78,1651.20%1,224,020CommonSOLE
244199105DEDeere & Company Com USD1$77,9851.20%190,176CommonSOLE
907818108UNPUnion Pac Corp$74,5371.14%304,075CommonSOLE
22160K105COSTCostco Wholesale Com$73,0031.12%99,572CommonSOLE
09260D107BXBlackstone Group Inc.$62,7070.96%478,038CommonSOLE
G16258108BEPBrookfield Renewable Partners LP NPV$58,7330.90%2,530,685CommonSOLE
34959E109FTNTFortinet Inc$53,6200.82%795,117CommonSOLE
04010L103ARCCAres Capital Corp$34,2950.53%1,668,062CommonSOLE
874039100TSMTaiwan Semiconductor MFG Ltd$30,8110.47%226,237CommonSOLE
452327109ILMNIllumina Inc$28,8220.44%207,831CommonSOLE
438516106HONHoneywell Intl Inc.$28,1420.43%136,980CommonSOLE
G5960L103MDTMedtronic Plc$8,5520.13%98,154CommonSOLE
761152107RMDResmed$5,4310.08%27,486CommonSOLE
053015103ADPAutomatic Data Processing In$4,3650.07%17,486CommonSOLE
478160104JNJJohnson & Johnson$3,1710.05%20,048CommonSOLE
G29183103ETNEaton Corp Plc$2,4220.04%7,752CommonSOLE
437076102HDHome Depot Inc$2,3660.04%6,172CommonSOLE
17275R102CSCOCisco Sys Inc$2,3660.04%47,442CommonSOLE
742718109PGProcter and Gamble Co$2,2790.04%14,058CommonSOLE
902973304USBUS Bancorp DEL$1,6780.03%37,555CommonSOLE
717081103PFEPfizer Inc.$1,2370.02%44,615CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.