Fund HoldingsCCLA Investment Management

Total Portfolio Value
$5.36M
Total Bought
$377.7K
Total Sold
$381.9K
Net Transaction
-$4.2K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
Fortinet Inc(FTNT)0784,834+784,8340460.86%+46
Brookfield Renewable Partners LP NPV
PARTNERSHIP UNIT
01,819,016+1,819,0160390.73%+39
Blackstone Mtg Tr Inc.(BXMT)01,698,454+1,698,4540370.69%+37
Humana Inc.(HUM)249,960271,459+21,4991121322.47%+21
Tradeweb Markets Inc Com(TW)1,125,4851,126,418+93377901.69%+13
Intuit(INTU)270,238266,524-3,7141241362.54%+12
Alphabet Inc.(GOOG)1,102,8551,102,805-501331452.72%+12
Blackstone Group Inc.(BX)800,947800,946-174861.60%+11
CME Group Inc(CME)562,182562,723+5411041132.10%+9
Thermo Fisher Scientific Inc.(TMO)160,074181,668+21,59483921.72%+9
UnitedHealth Group Inc.(UNH)259,456259,715+2591251312.45%+6
Trane Technologies plc USD 1(TT)502,741503,210+469961021.91%+6
Deere & Company Com USD1(DE)110,207133,923+23,71645510.94%+6
Synopsys Inc(SNPS)237,850246,678+8,8281071132.12%+6
Costco Wholesale Com(COST)127,997128,112+11569721.35%+4
Avantor Inc Com(AVTR)3,054,7303,141,487+86,75763661.24%+4
Danaher Corporation(DHR)358,550357,174-1,37686891.65%+3
Veeva Systems Inc(VEEV)301,885312,989+11,10462641.19%+2
Ares Capital Corp(ARCC)2,023,5472,023,547038390.74%+1
American Tower Corp New(AMT)335,372402,930+67,55865661.24%+1
Zoetis Inc.(ZTS)545,748546,275+52794951.78%+1
Roper Technologies Inc(ROP)235,884236,092+2081131142.14%+1
Marsh & McLennan COS Inc.(MRSH)327,304327,655+35162621.17%+1
Nvidia(NVDA)171,400167,669-3,73172731.36%+1
Automatic Data Processing In18,05018,0500440.08%0
Pfizer Inc.(PFE)28,31439,087+10,773110.02%0
Cisco Sys Inc(CSCO)47,44247,4420230.05%0
US Bancorp DEL(USB)37,55537,5550110.02%0
Home Depot Inc(HD)5,1265,1260220.03%-0
Procter and Gamble Co(PG)9,6259,6250110.03%-0
Mastercard Incorporated(MA)276,020273,118-2,9021081082.02%-0
Union Pac Corp(UNP)298,721298,715-661611.14%-0
Eaton Corp Plc(ETN)11,96010,074-1,886220.04%-0
Johnson & Johnson(JNJ)19,64318,937-706330.06%-0
Accenture PLC Ireland
SHS CLASS A
320,287320,197-9099981.83%-1
Agilent Technologies Inc.(A)647,702688,380+40,67878771.44%-1
Medtronic Plc(MDT)56,06458,899+2,835540.08%-1
Alexandria Real Estate Equities585,777649,449+63,67266651.21%-1
Resmed(RMD)22,08022,0800530.06%-2
ICON(ICLR)508,613529,849+21,2361321312.44%-2
Coca Cola Co(KO)1,034,1881,071,932+37,74462601.12%-2
Taiwan Semiconductor MFG Ltd(TSM)205,161207,192+2,03121180.34%-3
Idex Corp(IEX)392,871393,177+30685821.53%-3
Honeywell Intl Inc.(HON)136,145135,925-22028250.47%-3
Amazon Com Inc.(AMZN)1,135,1571,132-1,134,0251481442.69%-4
Nextera Energy Inc.(NEE)768,259923,673+155,41457530.99%-4
Intercontinental Exchange IN(ICE)1,214,9941,204,974-10,0201371332.48%-5
NXP Semiconductors N V
COM
541,397516,766-24,6311111061.98%-5
Broadcom Inc(AVGO)94,03492,157-1,87782771.43%-5
Ingersoll Rand Inc(IR)1,179,5431,123,049-56,49477721.34%-5
Pepsico Inc.(PEP)379,023380,319+1,29670641.20%-6
McDonalds Corp(MCD)220,410226,544+6,13466601.11%-6
Visa Inc.(V)565,685554,836-10,8491341282.38%-6
Abbott Labs611,546612,278+73267591.11%-7
Starbucks Corp.(SBUX)1,081,3961,084,058+2,662107991.85%-8
Texas Instrs Inc.(TXN)439,293442,535+3,24279701.31%-9
Illumina Inc(ILMN)206,729206,596-13339280.53%-10
Nike Inc.(NKE)826,787846,257+19,47091811.51%-11
TransUnion(TRU)1,681,6171,683,052+1,4351321212.26%-11
Stryker Corporation(SYK)342,468354,608+12,140108971.81%-11
Ansys335,431331,882-3,549111991.84%-12
Ametek Inc.516,905471,489-45,41684701.30%-14
HDFC Bank Ltd(HDB)1,558,7601,587,716+28,956109941.75%-15
Brookfield Infrastructure NPV
LP INT UNIT
2,088,6812,075,060-13,62176611.14%-15
Microsoft Corp(MSFT)683,241681,522-1,7192322154.02%-17
Lauder Estee Cos Inc(EL)344,874345,170+29668500.93%-18
Verisk Analytics Inc(VRSK)336,831246,208-90,62376581.09%-18
ServiceNow Inc.(NOW)196,584164,227-32,357110921.71%-19
Nice Ltd(NICE)521,389521,890+501108891.66%-19
Adobe Systems Incorporated(ADBE)289,743240,135-49,6081421222.28%-19
S&P Global Inc(SPGI)357,973334,622-23,3511431222.28%-21
Edwards Lifesciences Corp1,255,5551,281,325+25,770118891.66%-29
Blackstone Mtg Tr Inc.(BXMT)1,310,4760-1,310,476350-35
Merck & Co. Inc.(MRK)457,6820-457,682530-53
Intuitive Surgical217,8330-217,833740-74
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