Fund HoldingsCCLA Investment Management

Total Portfolio Value
$124.79M
Total Bought
$119.56M
Total Sold
$434.3K
Net Transaction
+$119.13M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
Abbott Labs817,238873,912+56,674108118,80895.20%+118,700
Microsoft Corp(MSFT)622,717664,212+41,4952333300.26%+97
PTC Inc(PTC)0549,278+549,2780950.08%+95
Broadcom Inc(AVGO)424,300525,377+101,077711450.12%+74
Alphabet Inc.(GOOG)1,054,4491,289,590+235,1411652290.18%+64
TransUnion(TRU)1,189,7291,654,363+464,634991460.12%+47
Amazon Com Inc.(AMZN)1,084,4111,105,968+21,5572062430.19%+36
Synopsys Inc(SNPS)289,004307,967+18,9631241580.13%+34
FS KKR Capital Corp(FSK)01,613,468+1,613,4680330.03%+33
HDFC Bank Ltd(HDB)2,000,6212,131,031+130,4101331630.13%+30
Intuit(INTU)206,633199,018-7,6151271570.13%+30
Agilent Technologies Inc.(A)706,671930,658+223,987831100.09%+27
Fortinet Inc(FTNT)1,365,4441,455,935+90,4911311540.12%+22
NXP Semiconductors N V
COM
512,468545,580+33,112971190.10%+22
Texas Instrs Inc.(TXN)511,324537,013+25,689921110.09%+20
ServiceNow Inc.(NOW)83,12183,309+18866860.07%+19
Intercontinental Exchange IN(ICE)837,133891,603+54,4701441640.13%+19
Ansys419,655431,641+11,9861331510.12%+19
Ingersoll Rand Inc(IR)965,1891,151,012+185,82377960.08%+18
Stryker Corporation(SYK)323,990348,812+24,8221211380.11%+17
Nice Ltd(NICE)666,993710,865+43,8721031200.10%+17
S&P Global Inc(SPGI)311,566331,838+20,2721581750.14%+17
Danaher Corporation(DHR)415,518513,639+98,121851010.08%+16
Visa Inc.(V)487,816520,185+32,3691711850.15%+14
Zoetis Inc.(ZTS)835,214959,604+124,3901371500.12%+12
Mastercard Incorporated(MA)229,354245,076+15,7221261380.11%+12
Trane Technologies plc USD 1(TT)292,419248,335-44,084981090.09%+10
TJX Cos Inc(TJX)740,889797,600+56,71190980.08%+8
Deere & Company Com USD1(DE)202,750203,616+866951030.08%+8
Tradeweb Markets Inc Com(TW)1,043,3791,112,095+68,7161551630.13%+8
CME Group Inc(CME)558,379559,252+8731481540.12%+6
Ametek Inc.220,274237,020+16,74638430.03%+5
American Tower Corp New(AMT)406,373422,462+16,08988930.07%+5
Coca Cola Co(KO)2,193,5722,257,208+63,6361571600.13%+3
Accenture PLC Ireland
SHS CLASS A
254,010270,194+16,18479810.06%+1
Brookfield Renewable Partners LP NPV
PARTNERSHIP UNIT
2,661,4052,363,842-297,56359600.05%+1
Medtronic Plc(MDT)113,217125,544+12,32710110.01%+1
Home Depot Inc(HD)4,5865,572+986220.00%0
Cisco Sys Inc(CSCO)60,55357,875-2,678440.00%0
Procter and Gamble Co(PG)16,21518,927+2,712330.00%0
Automatic Data Processing In13,15613,114-42440.00%0
Johnson & Johnson(JNJ)25,87126,146+275440.00%-0
Roper Technologies Inc(ROP)290,367299,537+9,1701711700.14%-1
Gallagher (Arthur J) Com USD1(AJG)396,312422,130+25,8181371350.11%-2
Ares Capital Corp(ARCC)2,799,0232,724,422-74,60162600.05%-2
Thermo Fisher Scientific Inc.(TMO)267,186317,881+50,6951331290.10%-4
Marsh & McLennan COS Inc.(MRSH)601,373641,509+40,1361471400.11%-6
O'Reilly Automative(ORLY)84,0901,263,916+1,179,8261201140.09%-7
Union Pac Corp(UNP)382,346358,372-23,97490820.07%-8
McDonalds Corp(MCD)371,229366,824-4,4051161070.09%-9
Alexandria Real Estate Equities796,126833,308+37,18274610.05%-13
Taiwan Semiconductor MFG Ltd(TSM)102,7990-102,799170-17
Blackstone Secured Lending Fund Com USD0.001(BXSL)3,214,5832,260,833-953,750104690.06%-35
Brookfield Infrastructure NPV
LP INT UNIT
5,795,6773,889,923-1,905,7541731300.10%-42
Idex Corp(IEX)385,6240-385,624700-70
Avantor Inc Com(AVTR)5,849,5360-5,849,536950-95
ICON Plc(ICLR)659,9120-659,9121150-115
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