CCLA Investment Management

CIK: 0001631562Latest portfolio: $6.2B · Q4 2025

Holdings

55

Total Value

$6.2B

New Positions

55

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
GOOGAlphabet Inc.
1,376,508$431.9M6.93%+87K
2
MSFTMicrosoft Corp
705,021$340.9M5.47%+41K
3
AMZNAmazon Com Inc.
1,234,639$285.0M4.57%+129K
4
AVGOBroadcom Inc
635,312$219.8M3.53%+110K
5
VVisa Inc.
522,261$182.3M2.93%+2K
6
SPGIS&P Global Inc
334,290$174.7M2.80%+2K
7
BIPBrookfield Infrastructure NPV
4,710,064$163.6M2.62%+820K
8
KOCoca Cola Co
2,275,618$159.1M2.55%+18K
9
HDBHDFC Bank Ltd
4,286,185$156.6M2.51%+2.2M
10
TMOThermo Fisher Scientific Inc.
267,601$155.1M2.49%-50,280
11
INTUIntuit
222,696$147.5M2.37%+24K
12
CMECME Group Inc
526,168$143.7M2.30%-33,084
13
DHRDanaher Corporation
622,571$142.6M2.29%+109K
14
AG8Agilent Technologies Inc.
1,047,488$142.5M2.29%+117K
15
SYKStryker Corporation
401,936$141.2M2.27%+53K
16
MAMastercard Incorporated
246,042$140.5M2.25%+966
17
ICEIntercontinental Exchange IN
834,672$135.2M2.17%-56,931
18
TRUTransUnion
1,548,239$132.7M2.13%-106,124
19
SNPSSynopsys Inc
278,486$130.8M2.10%-29,481
20
NXPINXP Semiconductors N V
600,380$130.2M2.09%+55K
21
TWTradeweb Markets Inc Com
1,182,118$127.1M2.04%+70K
22
ROPRoper Technologies Inc
281,360$125.2M2.01%-18,177
23
BACBank of America Corp
2,254,107$124.0M1.99%NEW
24
AJGGallagher (Arthur J) Com USD1
470,291$121.7M1.95%+48K
25
MRSHMarsh & McLennan COS Inc.
647,823$120.2M1.93%+6K

Quarterly Changes

New Positions

Closed Positions

  • AKXCLOSED
    $151.5M
  • NSYCLOSED
    $120.0M
  • UNPCLOSED
    $82.4M
  • ACNCLOSED
    $80.7M
  • ARECLOSED
    $60.5M

Increased Positions

NameSharesChange
HDB4.3M+2.2M
BIP4.7M+820K
AMZN1.2M+129K
PTC674K+125K
AVGO635K+110K
DHR623K+109K
FSK1.7M+107K
TXN636K+99K
IR1.2M+96K
GOOG1.4M+87K

Decreased Positions

NameSharesChange
ARCC1.7M-1021278
BXSL1.3M-973192
FTNT1.3M-201937
BEP2.2M-164160
TRU1.5M-106124
ORLY1.2M-103354
ZTS885K-74216
TJX730K-67643
MCD305K-62087
ICE835K-56931

Sector Breakdown

Financial Services0.0% ($1.8234517469915658e+65T)
Technology0.0% ($3.4094821981714754e+56T)
Healthcare0.0% ($1.5506414255014125e+29T)
Consumer Cyclical0.0% ($2.8497911957011214e+28T)
Industrials0.0% ($1.3274612524110005e+27T)
Communication Services0.0% ($43.2T)
Utilities0.0% ($16.4T)
Unknown0.0% ($14.3T)
Consumer Defensive0.0% ($1.6T)
Real Estate0.0% ($72.7M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 22, 2026$6.2B55
Q2 2025Aug 1, 2025$124.8B53
Q1 2025May 9, 2025$5.6B55

Fund Information

CIK0001631562
Most Recent FilingJan 22, 2026
Number of Filings3

CCLA Investment Management is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $6.2B across 55 holdings. The largest position is Alphabet Inc. (GOOG), representing 6.9% of the portfolio. Compared to the previous quarter, the fund opened 7 new positions and closed 5 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.