Fund HoldingsCCLA Investment Management

Total Portfolio Value
$6.49M
Total Bought
$504.4K
Total Sold
$303.7K
Net Transaction
+$200.6K
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
Alphabet Inc.(GOOG)1,116,2621,127,752+11,4901702103.24%+40
Adobe Systems Incorporated(ADBE)198,275256,448+58,1731001402.16%+40
Taiwan Semiconductor MFG Ltd(TSM)0186,854+186,8540320.50%+32
O'Reilly Automative(ORLY)84,031120,993+36,962951281.97%+32
Fortinet Inc(FTNT)795,1171,383,197+588,08054831.28%+29
Zoetis Inc.(ZTS)510,415622,705+112,290861101.69%+23
Brookfield Infrastructure NPV
LP INT UNIT
3,215,9414,341,905+1,125,9641001191.84%+19
Illumina Inc(ILMN)207,831443,928+236,09729470.73%+18
Coca Cola Co(KO)1,835,8782,015,129+179,2511121291.98%+16
HDFC Bank Ltd(HDB)1,748,7331,767,723+18,990981141.75%+16
Broadcom Inc(AVGO)70,37066,714-3,656931061.63%+13
Amazon Com Inc.(AMZN)1,143,2481,108,671-34,5772062193.37%+13
NextEra Energy Inc(NEE)1,224,0201,238,177+14,15778911.40%+13
Marsh & McLennan COS Inc.(MRSH)446,288496,327+50,039921051.61%+13
Texas Instrs Inc.(TXN)510,884516,578+5,694891001.54%+11
Roper Technologies Inc(ROP)256,026274,690+18,6641431542.38%+11
S&P Global Inc(SPGI)314,761317,942+3,1811331432.20%+9
Synopsys Inc(SNPS)231,017233,427+2,4101331392.14%+6
Humana Inc.(HUM)313,686316,913+3,2271101151.78%+6
Nvidia(NVDA)116,153891,589+775,4361051101.70%+5
Brookfield Renewable Partners LP NPV
PARTNERSHIP UNIT
2,530,6852,578,419+47,73459640.99%+5
Costco Wholesale Com(COST)99,57291,801-7,77173781.20%+5
Tradeweb Markets Inc Com(TW)1,140,4541,152,244+11,7901191231.89%+4
Union Pac Corp(UNP)304,075346,636+42,56175781.19%+3
Microsoft Corp(MSFT)697,124657,163-39,9612942974.57%+3
ServiceNow Inc.(NOW)119,906121,186+1,28091941.45%+3
Honeywell Intl Inc.(HON)136,980138,666+1,68628300.46%+2
Intuit(INTU)179,909181,754+1,8451171181.82%+2
McDonalds Corp(MCD)360,337400,080+39,7431021031.59%+1
Ares Capital Corp(ARCC)1,668,0621,680,650+12,58834350.54%+1
Procter and Gamble Co(PG)14,05814,0580220.04%0
GRAIL Inc NPV(GRAL)01,345+1,345000.00%0
Pfizer Inc.(PFE)44,61544,6150110.02%0
Resmed(RMD)27,48628,316+830550.08%-0
Cisco Sys Inc(CSCO)47,44247,4420220.03%-0
US Bancorp DEL(USB)37,55537,5550210.02%-0
American Tower Corp New(AMT)406,080410,368+4,28880801.23%-0
Home Depot Inc(HD)6,1726,1720220.03%-0
Johnson & Johnson(JNJ)20,04820,0480330.05%-0
Automatic Data Processing In17,48616,773-713440.06%-0
Abbott Labs791,824856,914+65,09090901.38%-0
Nike Inc.(NKE)939,739950,071+10,33289881.36%-0
UnitedHealth Group Inc.(UNH)263,936266,593+2,6571301302.00%-1
Eaton Corp Plc(ETN)7,7525,906-1,846220.03%-1
Medtronic Plc(MDT)98,154100,178+2,024980.12%-1
Edwards Lifesciences Corp1,406,7141,423,010+16,2961341332.04%-1
Pepsico Inc.(PEP)706,928717,031+10,1031231191.83%-4
Stryker Corporation(SYK)296,570299,901+3,3311071021.57%-5
Visa Inc.(V)566,283573,872+7,5891581532.35%-6
Deere & Company Com USD1(DE)190,176192,220+2,04478721.11%-6
Thermo Fisher Scientific Inc.(TMO)247,093249,586+2,4931431372.12%-6
Danaher Corporation(DHR)497,990467,605-30,3851241181.81%-7
Ametek Inc.477,779483,152+5,37388801.24%-7
Intercontinental Exchange IN(ICE)1,114,2911,059,079-55,2121531452.24%-7
Trane Technologies plc USD 1(TT)351,335294,271-57,064105971.49%-9
Alexandria Real Estate Equities802,116809,068+6,952103941.45%-9
Ansys394,360398,560+4,2001371281.97%-9
Mastercard Incorporated(MA)278,438279,855+1,4171331241.91%-10
CME Group Inc(CME)533,744539,237+5,4931151051.62%-10
Accenture PLC Ireland
SHS CLASS A
280,783281,779+99696851.31%-11
Avantor Inc Com(AVTR)4,720,1445,128,504+408,3601211101.69%-11
Agilent Technologies Inc.(A)773,739782,917+9,1781141021.58%-12
NXP Semiconductors N V
COM
552,867444,935-107,9321361201.84%-16
TransUnion(TRU)1,947,1961,840,561-106,6351531372.10%-17
Starbucks Corp.(SBUX)1,446,7581,461,616+14,8581331161.78%-17
Idex Corp(IEX)425,788433,403+7,615104871.34%-18
Ingersoll Rand Inc(IR)955,335766,936-188,39991701.07%-21
ICON(ICLR)500,098444,954-55,1441651402.15%-26
Taiwan Semiconductor MFG Ltd(TSM)226,2370-226,237310-31
Blackstone Group Inc.(BX)478,0380-478,038630-63
Nice Ltd(NICE)622,318617,491-4,827160871.34%-73
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