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CCLA Investment Management

Q4 2024 · 13F-HR

CCLA Investment Managementholdings as filed

Filed 2025-01-14 · accession 0001631562-25-000001

$6.3M
Reported value
59
Positions
2024-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp$274,8304.36%652,371CommonSOLE
023135106AMZNAmazon Com Inc.$248,5623.94%1,133,229CommonSOLE
02079K107GOOGAlphabet Inc.$209,6863.33%1,101,121CommonSOLE
92826C839VVisa Inc.$172,3872.73%544,994CommonSOLE
11135F101AVGOBroadcom Inc$155,8392.47%672,361CommonSOLE
78409V104SPGIS&P Global Inc$154,7252.45%310,432CommonSOLE
191216100KOCoca Cola Co$153,9702.44%2,472,226CommonSOLE
12572Q105CMECME Group Inc$152,8322.42%658,109CommonSOLE
03662Q105AKXAnsys$150,3812.39%445,891CommonSOLE
776696106ROPRoper Technologies Inc$148,8982.36%286,508CommonSOLE
892672106TWTradeweb Markets Inc Com$144,3942.29%1,102,918CommonSOLE
45866F104ICEIntercontinental Exchange IN$139,4742.21%936,010CommonSOLE
871607107SNPSSynopsys Inc$138,2222.19%285,047CommonSOLE
G16252101BIPBrookfield Infrastructure NPV$137,8982.19%4,341,905CommonSOLE
67103H107ORLYO'Reilly Automative$137,5872.18%116,043CommonSOLE
57636Q104MAMastercard Incorporated$136,3542.16%258,653CommonSOLE
34959E109FTNTFortinet Inc$136,2552.16%1,442,167CommonSOLE
G4705A100ICLRICON Plc$135,5572.15%646,929CommonSOLE
883556102TMOThermo Fisher Scientific Inc.$134,4982.13%258,571CommonSOLE
461202103INTUIntuit$127,3572.02%202,638CommonSOLE
98978V103ZTSZoetis Inc.$123,6381.96%758,335CommonSOLE
40415F101HDBHDFC Bank Ltd$123,1721.95%1,929,091CommonSOLE
67066G104NVDANvidia$122,3421.94%911,645CommonSOLE
580135101MCDMcDonalds Corp$122,1111.94%421,233CommonSOLE
00724F101ADBEAdobe Systems Incorporated$119,5621.90%268,886CommonSOLE
653656108NICENice Ltd$119,5171.90%704,494CommonSOLE
571748102MRSHMarsh & McLennan COS Inc.$116,5271.85%548,546CommonSOLE
863667101SYKStryker Corporation$113,0991.79%314,087CommonSOLE
05352A100AVTRAvantor Inc Com$112,9401.79%5,357,703CommonSOLE
N6596X109NXPINXP Semiconductors N V$112,0231.78%538,965CommonSOLE
363576109AJGGallagher (Arthur J) Com USD1$109,5441.74%385,937CommonSOLE
002824100ABTAbbott Labs$108,9661.73%963,113CommonSOLE
89400J107TRUTransUnion$105,9311.68%1,143,105CommonSOLE
882508104TXNTexas Instrs Inc.$101,0451.60%538,880CommonSOLE
235851102DHRDanaher Corporation$100,9661.60%439,732CommonSOLE
45167R104IEXIdex Corp$99,9241.58%477,170CommonSOLE
G1151C101ACNAccenture PLC Ireland$94,2091.49%267,710CommonSOLE
G8994E103TTTrane Technologies plc USD 1$94,1881.49%254,881CommonSOLE
65339F101NEENextEra Energy Inc$93,2301.48%1,300,285CommonSOLE
81762P102NOWServiceNow Inc.$92,9531.47%87,727CommonSOLE
907818108UNPUnion Pac Corp$91,5661.45%401,342CommonSOLE
244199105DEDeere & Company Com USD1$90,5421.44%213,714CommonSOLE
00846U101AAgilent Technologies Inc.$89,9331.43%669,251CommonSOLE
91324P102UNHUnitedHealth Group Inc.$86,5031.37%170,807CommonSOLE
015271109AREAlexandria Real Estate Equities$82,0231.30%841,435CommonSOLE
03027X100AMTAmerican Tower Corp New$79,3441.26%432,891CommonSOLE
452327109ILMNIllumina Inc$71,4931.13%535,050CommonSOLE
09261X102BXSLBlackstone Secured Lending Fund Com USD0.001$67,3231.07%2,085,597CommonSOLE
45687V106IRIngersoll Rand Inc$65,1591.03%720,231CommonSOLE
G16258108BEPBrookfield Renewable Partners LP NPV$59,8380.95%2,627,972CommonSOLE
04010L103ARCCAres Capital Corp$48,4190.77%2,211,955CommonSOLE
031100100AMEAmetek Inc.$41,6720.66%231,128CommonSOLE
874039100TSMTaiwan Semiconductor MFG Ltd$30,6530.49%155,151CommonSOLE
G5960L103MDTMedtronic Plc$9,1910.15%115,054CommonSOLE
053015103ADPAutomatic Data Processing In$4,1740.07%14,265CommonSOLE
478160104JNJJohnson & Johnson$3,7790.06%26,135CommonSOLE
17275R102CSCOCisco Sys Inc$3,5820.06%60,553CommonSOLE
742718109PGProcter and Gamble Co$2,5370.04%15,135CommonSOLE
437076102HDHome Depot Inc$1,7840.03%4,586CommonSOLE

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.