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CCLA Investment Management

Q1 2025 · 13F-HR

CCLA Investment Managementholdings as filed

Filed 2025-05-09 · accession 0001631562-25-000004

$5.6M
Reported value
55
Positions
2025-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp$233,4254.13%622,717CommonSOLE
023135106AMZNAmazon Com Inc.$206,3203.65%1,084,411CommonSOLE
G16252101BIPBrookfield Infrastructure NPV$172,5373.05%5,795,677CommonSOLE
776696106ROPRoper Technologies Inc$171,1593.03%290,367CommonSOLE
92826C839VVisa Inc.$170,9063.03%487,816CommonSOLE
02079K107GOOGAlphabet Inc.$164,5882.91%1,054,449CommonSOLE
78409V104SPGIS&P Global Inc$158,3562.80%311,566CommonSOLE
191216100KOCoca Cola Co$157,1032.78%2,193,572CommonSOLE
892672106TWTradeweb Markets Inc Com$154,9002.74%1,043,379CommonSOLE
12572Q105CMECME Group Inc$148,0592.62%558,379CommonSOLE
571748102MRSHMarsh & McLennan COS Inc.$146,7472.60%601,373CommonSOLE
45866F104ICEIntercontinental Exchange IN$144,4472.56%837,133CommonSOLE
98978V103ZTSZoetis Inc.$137,4762.43%835,214CommonSOLE
363576109AJGGallagher (Arthur J) Com USD1$136,8462.42%396,312CommonSOLE
883556102TMOThermo Fisher Scientific Inc.$132,9732.35%267,186CommonSOLE
40415F101HDBHDFC Bank Ltd$132,9012.35%2,000,621CommonSOLE
03662Q105AKXAnsys$132,7112.35%419,655CommonSOLE
34959E109FTNTFortinet Inc$131,3832.33%1,365,444CommonSOLE
461202103INTUIntuit$126,8272.24%206,633CommonSOLE
57636Q104MAMastercard Incorporated$125,6532.22%229,354CommonSOLE
871607107SNPSSynopsys Inc$123,8782.19%289,004CommonSOLE
863667101SYKStryker Corporation$120,5952.13%323,990CommonSOLE
67103H107ORLYO'Reilly Automative$120,3892.13%84,090CommonSOLE
580135101MCDMcDonalds Corp$115,9012.05%371,229CommonSOLE
G4705A100ICLRICON Plc$115,3982.04%659,912CommonSOLE
002824100ABTAbbott Labs$108,4061.92%817,238CommonSOLE
09261X102BXSLBlackstone Secured Lending Fund Com USD0.001$104,0231.84%3,214,583CommonSOLE
653656108NICENice Ltd$102,7361.82%666,993CommonSOLE
89400J107TRUTransUnion$98,6041.75%1,189,729CommonSOLE
G8994E103TTTrane Technologies plc USD 1$98,4981.74%292,419CommonSOLE
N6596X109NXPINXP Semiconductors N V$97,4451.72%512,468CommonSOLE
244199105DEDeere & Company Com USD1$95,2191.69%202,750CommonSOLE
05352A100AVTRAvantor Inc Com$94,8201.68%5,849,536CommonSOLE
882508104TXNTexas Instrs Inc.$91,9301.63%511,324CommonSOLE
907818108UNPUnion Pac Corp$90,3171.60%382,346CommonSOLE
872540109TJXTJX Cos Inc$90,2031.60%740,889CommonSOLE
03027X100AMTAmerican Tower Corp New$88,4671.57%406,373CommonSOLE
235851102DHRDanaher Corporation$85,1271.51%415,518CommonSOLE
00846U101AAgilent Technologies Inc.$82,6381.46%706,671CommonSOLE
G1151C101ACNAccenture PLC Ireland$79,3041.40%254,010CommonSOLE
45687V106IRIngersoll Rand Inc$77,2341.37%965,189CommonSOLE
015271109AREAlexandria Real Estate Equities$73,6651.30%796,126CommonSOLE
11135F101AVGOBroadcom Inc$71,0401.26%424,300CommonSOLE
45167R104IEXIdex Corp$69,7161.23%385,624CommonSOLE
81762P102NOWServiceNow Inc.$66,1911.17%83,121CommonSOLE
04010L103ARCCAres Capital Corp$62,0261.10%2,799,023CommonSOLE
G16258108BEPBrookfield Renewable Partners LP NPV$58,9231.04%2,661,405CommonSOLE
031100100AMEAmetek Inc.$37,9000.67%220,274CommonSOLE
874039100TSMTaiwan Semiconductor MFG Ltd$17,0590.30%102,799CommonSOLE
G5960L103MDTMedtronic Plc$10,1720.18%113,217CommonSOLE
478160104JNJJohnson & Johnson$4,2910.08%25,871CommonSOLE
053015103ADPAutomatic Data Processing In$4,0180.07%13,156CommonSOLE
17275R102CSCOCisco Sys Inc$3,7350.07%60,553CommonSOLE
742718109PGProcter and Gamble Co$2,7630.05%16,215CommonSOLE
437076102HDHome Depot Inc$1,6800.03%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.