CCLA Investment Management
CIK: 0001631562SEC EDGAR →
Portfolio Value
$6.2M
Holdings
55
As of
Q4 2025
New Positions
7
Closed Positions
5
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Alphabet Inc. | 1,376,508 | $432K | 6.93% |
| 2 | Microsoft Corp | 705,021 | $341K | 5.47% |
| 3 | Amazon Com Inc. | 1,234,639 | $285K | 4.57% |
| 4 | Broadcom Inc | 635,312 | $220K | 3.53% |
| 5 | Visa Inc. | 522,261 | $182K | 2.93% |
| 6 | S&P Global Inc | 334,290 | $175K | 2.80% |
| 7 | Brookfield Infrastructure NPV | 4,710,064 | $164K | 2.62% |
| 8 | Coca Cola Co | 2,275,618 | $159K | 2.55% |
| 9 | HDFC Bank Ltd | 4,286,185 | $157K | 2.51% |
| 10 | Thermo Fisher Scientific Inc. | 267,601 | $155K | 2.49% |
Quarterly Changes
Top Buys
New Positions (7)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 13 | $1.5M | 24.4% |
| Technology | 12 | $1.5M | 23.7% |
| Consumer Cyclical | 7 | $803K | 12.9% |
| Healthcare | 7 | $675K | 10.8% |
| Industrials | 7 | $612K | 9.8% |
| Communication Services | 2 | $470K | 7.5% |
| Utilities | 2 | $223K | 3.6% |
| Unknown | 2 | $220K | 3.5% |
| Consumer Defensive | 2 | $162K | 2.6% |
| Real Estate | 1 | $73K | 1.2% |