Fund HoldingsCCLA Investment Management

Total Portfolio Value
$5.65M
Total Bought
$376.5K
Total Sold
$959.4K
Net Transaction
-$582.9K
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
TJX Cos Inc(TJX)0740,889+740,8890901.60%+90
Blackstone Secured Lending Fund Com USD0.001(BXSL)2,085,5973,214,583+1,128,986671041.84%+37
Brookfield Infrastructure NPV
LP INT UNIT
4,341,9055,795,677+1,453,7721381733.05%+35
Marsh & McLennan COS Inc.(MRSH)548,546601,373+52,8271171472.60%+30
Gallagher (Arthur J) Com USD1(AJG)385,937396,312+10,3751101372.42%+27
Roper Technologies Inc(ROP)286,508290,367+3,8591491713.03%+22
Zoetis Inc.(ZTS)758,335835,214+76,8791241372.43%+14
Ares Capital Corp(ARCC)2,211,9552,799,023+587,06848621.10%+14
Ingersoll Rand Inc(IR)720,231965,189+244,95865771.37%+12
Tradeweb Markets Inc Com(TW)1,102,9181,043,379-59,5391441552.74%+11
HDFC Bank Ltd(HDB)1,929,0912,000,621+71,5301231332.35%+10
American Tower Corp New(AMT)432,891406,373-26,51879881.57%+9
Stryker Corporation(SYK)314,087323,990+9,9031131212.13%+7
Intercontinental Exchange IN(ICE)936,010837,133-98,8771391442.56%+5
Deere & Company Com USD1(DE)213,714202,750-10,96491951.69%+5
Trane Technologies plc USD 1(TT)254,881292,419+37,53894981.74%+4
S&P Global Inc(SPGI)310,432311,566+1,1341551582.80%+4
Coca Cola Co(KO)2,472,2262,193,572-278,6541541572.78%+3
Medtronic Plc(MDT)115,054113,217-1,8379100.18%+1
Johnson & Johnson(JNJ)26,13525,871-264440.08%+1
Procter and Gamble Co(PG)15,13516,215+1,080330.05%0
Cisco Sys Inc(CSCO)60,55360,5530440.07%0
Home Depot Inc(HD)4,5864,5860220.03%-0
Automatic Data Processing In14,26513,156-1,109440.07%-0
Intuit(INTU)202,638206,633+3,9951271272.24%-1
Abbott Labs963,113817,238-145,8751091081.92%-1
Brookfield Renewable Partners LP NPV
PARTNERSHIP UNIT
2,627,9722,661,405+33,43360591.04%-1
Union Pac Corp(UNP)401,342382,346-18,99692901.60%-1
Visa Inc.(V)544,994487,816-57,1781721713.03%-1
Thermo Fisher Scientific Inc.(TMO)258,571267,186+8,6151341332.35%-2
Ametek Inc.231,128220,274-10,85442380.67%-4
CME Group Inc(CME)658,109558,379-99,7301531482.62%-5
Fortinet Inc(FTNT)1,442,1671,365,444-76,7231361312.33%-5
McDonalds Corp(MCD)421,233371,229-50,0041221162.05%-6
Agilent Technologies Inc.(A)669,251706,671+37,42090831.46%-7
TransUnion(TRU)1,143,1051,189,729+46,624106991.75%-7
Alexandria Real Estate Equities841,435796,126-45,30982741.30%-8
Texas Instrs Inc.(TXN)538,880511,324-27,556101921.63%-9
Mastercard Incorporated(MA)258,653229,354-29,2991361262.22%-11
Taiwan Semiconductor MFG Ltd(TSM)155,151102,799-52,35231170.30%-14
Synopsys Inc(SNPS)285,047289,004+3,9571381242.19%-14
NXP Semiconductors N V
COM
538,965512,468-26,497112971.72%-15
Accenture PLC Ireland
SHS CLASS A
267,710254,010-13,70094791.40%-15
Danaher Corporation(DHR)439,732415,518-24,214101851.51%-16
Nice Ltd(NICE)704,494666,993-37,5011201031.82%-17
O'Reilly Automative(ORLY)116,04384,090-31,9531381202.13%-17
Ansys445,891419,655-26,2361501332.35%-18
Avantor Inc Com(AVTR)5,357,7035,849,536+491,833113951.68%-18
ICON Plc(ICLR)646,929659,912+12,9831361152.04%-20
ServiceNow Inc.(NOW)87,72783,121-4,60693661.17%-27
Idex Corp(IEX)477,170385,624-91,546100701.23%-30
Microsoft Corp(MSFT)652,371622,717-29,6542752334.13%-41
Amazon Com Inc.(AMZN)1,133,2291,084,411-48,8182492063.65%-42
Alphabet Inc.(GOOG)1,101,1211,054,449-46,6722101652.91%-45
Illumina Inc(ILMN)535,0500-535,050710-71
Broadcom Inc(AVGO)672,361424,300-248,061156711.26%-85
UnitedHealth Group Inc.(UNH)170,8070-170,807870-87
NextEra Energy Inc(NEE)1,300,2850-1,300,285930-93
Adobe Systems Incorporated(ADBE)268,8860-268,8861200-120
Nvidia(NVDA)911,6450-911,6451220-122
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