Fund HoldingsCCLA Investment Management

Total Portfolio Value
$6.12M
Total Bought
$719.0K
Total Sold
$384.3K
Net Transaction
+$334.7K
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
Ansys331,882416,019+84,137991512.46%+52
Microsoft Corp(MSFT)681,522687,975+6,4532152584.22%+43
Thermo Fisher Scientific Inc.(TMO)181,668245,069+63,401921312.14%+39
Nice Ltd(NICE)521,890617,486+95,596891232.02%+35
Amazon Com Inc.(AMZN)1,1321,143,660+1,142,5281441752.87%+31
Agilent Technologies Inc.(A)688,380766,924+78,544771071.75%+30
Alexandria Real Estate Equities649,449728,993+79,54465941.53%+29
Abbott Labs612,278785,717+173,43959871.42%+28
Danaher Corporation(DHR)357,174495,038+137,864891151.89%+27
Broadcom Inc(AVGO)92,15792,038-119771031.69%+27
S&P Global Inc(SPGI)334,622336,900+2,2781221492.43%+27
Brookfield Renewable Partners LP NPV
PARTNERSHIP UNIT
1,819,0162,495,770+676,75439661.07%+26
Pepsico Inc.(PEP)380,319533,450+153,13164901.48%+26
McDonalds Corp(MCD)226,544289,137+62,59360861.40%+26
Deere & Company Com USD1(DE)133,923187,763+53,84051751.23%+24
Intercontinental Exchange IN(ICE)1,204,9741,212-1,203,7621331562.55%+23
HDFC Bank Ltd(HDB)1,587,7161,735-1,585,981941171.91%+23
Lauder Estee Cos Inc(EL)345,170492,870+147,70050731.19%+23
Zoetis Inc.(ZTS)546,275597,137+50,862951181.93%+23
NXP Semiconductors N V
COM
516,766557,430+40,6641061282.09%+22
American Tower Corp New(AMT)402,930404,315+1,38566881.44%+22
Nike Inc.(NKE)846,257934,156+87,899811021.66%+21
Edwards Lifesciences Corp1,281,3251,395-1,279,930891071.75%+18
Visa Inc.(V)554,836558,675+3,8391281462.38%+18
Brookfield Infrastructure NPV
LP INT UNIT
2,075,0602,477,350+402,29061781.28%+17
Ingersoll Rand Inc(IR)1,123,0491,132,556+9,50772881.44%+16
Johnson & Johnson(JNJ)18,9372,968-15,9693190.31%+16
Roper Technologies Inc(ROP)236,092237,567+1,4751141302.12%+15
Starbucks Corp.(SBUX)1,084,0581,176-1,082,882991131.85%+14
Union Pac Corp(UNP)298,715301,332+2,61761741.21%+13
Trane Technologies plc USD 1(TT)503,210469,511-33,6991021151.87%+12
Nextera Energy Inc.(NEE)923,6731,068-922,60553651.07%+12
Tradeweb Markets Inc Com(TW)1,126,4181,132,258+5,840901021.67%+12
Alphabet Inc.(GOOG)1,102,8051,108,892+6,0871451572.56%+11
ICON(ICLR)529,849498,210-31,6391311412.31%+11
Adobe Systems Incorporated(ADBE)240,135222,195-17,9401221322.17%+10
Stryker Corporation(SYK)354,608356,899+2,291971071.75%+10
Mastercard Incorporated(MA)273,118274,971+1,8531081171.92%+9
Ametek Inc.471,489474,391+2,90270781.28%+9
ServiceNow Inc.(NOW)164,227142,457-21,770921001.64%+8
Avantor Inc Com(AVTR)3,141,4873,204-3,138,28366741.21%+8
TransUnion(TRU)1,683,0521,856-1,681,1961211282.10%+8
UnitedHealth Group Inc.(UNH)259,715262,117+2,4021311382.25%+7
Texas Instrs Inc.(TXN)442,535447,716+5,18170771.26%+6
Accenture PLC Ireland
SHS CLASS A
320,197297,205-22,992981051.71%+6
Synopsys Inc(SNPS)246,678230,612-16,0661131191.95%+6
Taiwan Semiconductor MFG Ltd(TSM)207,192225,948+18,75618240.38%+6
Idex Corp(IEX)393,177395,511+2,33482861.40%+4
Intuit(INTU)266,524223,331-43,1931361402.29%+4
Costco Wholesale Com(COST)128,112115,018-13,09472761.25%+4
Medtronic Plc(MDT)58,89994,495+35,596480.13%+4
Coca Cola Co(KO)1,071,9321,082-1,070,85060641.04%+4
Honeywell Intl Inc.(HON)135,925137,826+1,90125280.46%+3
Ares Capital Corp(ARCC)2,023,5472,047,849+24,30239410.67%+2
Illumina Inc(ILMN)206,596207,153+55728290.48%+1
Fortinet Inc(FTNT)784,834789,475+4,64146470.77%+1
Resmed(RMD)22,08022,707+627340.06%+1
Home Depot Inc(HD)5,1266,172+1,046220.03%+1
US Bancorp DEL(USB)37,55537,5550120.03%0
Procter and Gamble Co(PG)9,6259,6250110.02%0
Pfizer Inc.(PFE)39,08744,615+5,528110.02%-0
Marsh & McLennan COS Inc.(MRSH)327,655330,194+2,53962621.02%-0
Eaton Corp Plc(ETN)10,0748,670-1,404220.03%-0
Cisco Sys Inc(CSCO)47,44247,4420320.04%-0
Automatic Data Processing In18,05017,486-564440.07%-0
Humana Inc.(HUM)271,459287,976+16,5171321312.15%-1
CME Group Inc(CME)562,723522,071-40,6521131101.80%-3
Blackstone Group Inc.(BX)800,946613,595-187,35186821.33%-4
Nvidia(NVDA)167,669130,408-37,26173661.07%-7
Blackstone Mtg Tr Inc.(BXMT)1,698,454127,144-1,571,3103730.04%-34
Verisk Analytics Inc(VRSK)246,2080-246,208580-58
Veeva Systems Inc(VEEV)312,9890-312,989640-64
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