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CCLA Investment Management

Q2 2025 · 13F-HR

CCLA Investment Managementholdings as filed

Filed 2025-08-01 · accession 0001631562-25-000005

$124.8M
Reported value
53
Positions
2025-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
002824100ABTAbbott Labs$118.8M95.2%873,912CommonSOLE
594918104MSFTMicrosoft Corp$330,1990.26%664,212CommonSOLE
023135106AMZNAmazon Com Inc.$242,6050.19%1,105,968CommonSOLE
02079K107GOOGAlphabet Inc.$228,6820.18%1,289,590CommonSOLE
92826C839VVisa Inc.$184,5250.15%520,185CommonSOLE
78409V104SPGIS&P Global Inc$174,8710.14%331,838CommonSOLE
776696106ROPRoper Technologies Inc$169,7110.14%299,537CommonSOLE
45866F104ICEIntercontinental Exchange IN$163,5280.13%891,603CommonSOLE
40415F101HDBHDFC Bank Ltd$163,3430.13%2,131,031CommonSOLE
892672106TWTradeweb Markets Inc Com$162,8100.13%1,112,095CommonSOLE
191216100KOCoca Cola Co$159,6290.13%2,257,208CommonSOLE
871607107SNPSSynopsys Inc$157,8700.13%307,967CommonSOLE
461202103INTUIntuit$156,7160.13%199,018CommonSOLE
12572Q105CMECME Group Inc$154,0620.12%559,252CommonSOLE
34959E109FTNTFortinet Inc$153,8770.12%1,455,935CommonSOLE
03662Q105AKXAnsys$151,4710.12%431,641CommonSOLE
98978V103ZTSZoetis Inc.$149,5830.12%959,604CommonSOLE
89400J107TRUTransUnion$145,5170.12%1,654,363CommonSOLE
11135F101AVGOBroadcom Inc$144,8300.12%525,377CommonSOLE
571748102MRSHMarsh & McLennan COS Inc.$140,2850.11%641,509CommonSOLE
863667101SYKStryker Corporation$137,9370.11%348,812CommonSOLE
57636Q104MAMastercard Incorporated$137,6460.11%245,076CommonSOLE
363576109AJGGallagher (Arthur J) Com USD1$135,0560.11%422,130CommonSOLE
G16252101BIPBrookfield Infrastructure NPV$130,2340.10%3,889,923CommonSOLE
883556102TMOThermo Fisher Scientific Inc.$128,8370.10%317,881CommonSOLE
653656108NICENice Ltd$120,0290.10%710,865CommonSOLE
N6596X109NXPINXP Semiconductors N V$119,1210.10%545,580CommonSOLE
67103H107ORLYO'Reilly Automative$113,8660.09%1,263,916CommonSOLE
882508104TXNTexas Instrs Inc.$111,4350.09%537,013CommonSOLE
00846U101AAgilent Technologies Inc.$109,7710.09%930,658CommonSOLE
G8994E103TTTrane Technologies plc USD 1$108,5790.09%248,335CommonSOLE
580135101MCDMcDonalds Corp$107,1670.09%366,824CommonSOLE
244199105DEDeere & Company Com USD1$103,4690.08%203,616CommonSOLE
235851102DHRDanaher Corporation$101,4230.08%513,639CommonSOLE
872540109TJXTJX Cos Inc$98,4710.08%797,600CommonSOLE
45687V106IRIngersoll Rand Inc$95,7290.08%1,151,012CommonSOLE
69370C100PTCPTC Inc$94,6290.08%549,278CommonSOLE
03027X100AMTAmerican Tower Corp New$93,3260.07%422,462CommonSOLE
81762P102NOWServiceNow Inc.$85,5700.07%83,309CommonSOLE
907818108UNPUnion Pac Corp$82,4250.07%358,372CommonSOLE
G1151C101ACNAccenture PLC Ireland$80,6900.06%270,194CommonSOLE
09261X102BXSLBlackstone Secured Lending Fund Com USD0.001$69,4520.06%2,260,833CommonSOLE
015271109AREAlexandria Real Estate Equities$60,5060.05%833,308CommonSOLE
G16258108BEPBrookfield Renewable Partners LP NPV$60,2770.05%2,363,842CommonSOLE
04010L103ARCCAres Capital Corp$59,8010.05%2,724,422CommonSOLE
031100100AMEAmetek Inc.$42,8790.03%237,020CommonSOLE
302635206FSKFS KKR Capital Corp$33,4630.03%1,613,468CommonSOLE
G5960L103MDTMedtronic Plc$10,9440.01%125,544CommonSOLE
053015103ADPAutomatic Data Processing In$4,0410.00%13,114CommonSOLE
17275R102CSCOCisco Sys Inc$4,0120.00%57,875CommonSOLE
478160104JNJJohnson & Johnson$3,9910.00%26,146CommonSOLE
742718109PGProcter and Gamble Co$3,0140.00%18,927CommonSOLE
437076102HDHome Depot Inc$2,0420.00%5,572CommonSOLE

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.