Fund HoldingsCCLA Investment Management

Total Portfolio Value
$6.31M
Total Bought
$695.2K
Total Sold
$953.8K
Net Transaction
-$258.6K
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
Gallagher (Arthur J) Com USD1(AJG)0385,937+385,93701101.74%+110
Blackstone Secured Lending Fund Com USD0.001(BXSL)02,085,597+2,085,5970671.07%+67
Fortinet Inc(FTNT)1,383,1971,442,167+58,970831362.16%+53
Broadcom Inc(AVGO)66,714672,361+605,6471061562.47%+50
CME Group Inc(CME)539,237658,109+118,8721051532.42%+47
Nice Ltd(NICE)617,491704,494+87,003871201.90%+33
Amazon Com Inc.(AMZN)1,108,6711,133,229+24,5582192493.94%+30
Coca Cola Co(KO)2,015,1292,472,226+457,0971291542.44%+25
Illumina Inc(ILMN)443,928535,050+91,12247711.13%+24
Ansys398,560445,891+47,3311281502.39%+22
Tradeweb Markets Inc Com(TW)1,152,2441,102,918-49,3261231442.29%+22
Visa Inc.(V)573,872544,994-28,8781531722.73%+20
Abbott Labs856,914963,113+106,199901091.73%+19
McDonalds Corp(MCD)400,080421,233+21,1531031221.94%+19
Brookfield Infrastructure NPV
LP INT UNIT
4,341,9054,341,90501191382.19%+19
Deere & Company Com USD1(DE)192,220213,714+21,49472911.44%+18
Union Pac Corp(UNP)346,636401,342+54,70678921.45%+14
Zoetis Inc.(ZTS)622,705758,335+135,6301101241.96%+14
Ares Capital Corp(ARCC)1,680,6502,211,955+531,30535480.77%+13
Idex Corp(IEX)433,403477,170+43,767871001.58%+13
Mastercard Incorporated(MA)279,855258,653-21,2021241362.16%+13
S&P Global Inc(SPGI)317,942310,432-7,5101431552.45%+12
Nvidia(NVDA)891,589911,645+20,0561101221.94%+12
Marsh & McLennan COS Inc.(MRSH)496,327548,546+52,2191051171.85%+12
Stryker Corporation(SYK)299,901314,087+14,1861021131.79%+11
O'Reilly Automative(ORLY)120,993116,043-4,9501281382.18%+10
HDFC Bank Ltd(HDB)1,767,7231,929,091+161,3681141231.95%+9
Intuit(INTU)181,754202,638+20,8841181272.02%+9
Accenture PLC Ireland
SHS CLASS A
281,779267,710-14,06985941.49%+9
Avantor Inc Com(AVTR)5,128,5045,357,703+229,1991101131.79%+3
NextEra Energy Inc(NEE)1,238,1771,300,285+62,10891931.48%+2
Cisco Sys Inc(CSCO)47,44260,553+13,111240.06%+1
Medtronic Plc(MDT)100,178115,054+14,876890.15%+1
Texas Instrs Inc.(TXN)516,578538,880+22,3021001011.60%+1
Johnson & Johnson(JNJ)20,04826,135+6,087340.06%+1
Procter and Gamble Co(PG)14,05815,135+1,077230.04%0
Automatic Data Processing In16,77314,265-2,508440.07%0
GRAIL Inc NPV(GRAL)1,3450-1,34500-0
Home Depot Inc(HD)6,1724,586-1,586220.03%-0
Alphabet Inc.(GOOG)1,127,7521,101,121-26,6312102103.33%-1
Synopsys Inc(SNPS)233,427285,047+51,6201391382.19%-1
American Tower Corp New(AMT)410,368432,891+22,52380791.26%-1
ServiceNow Inc.(NOW)121,18687,727-33,45994931.47%-1
Pfizer Inc.(PFE)44,6150-44,61510-1
US Bancorp DEL(USB)37,5550-37,55510-1
Taiwan Semiconductor MFG Ltd(TSM)186,854155,151-31,70332310.49%-2
Eaton Corp Plc(ETN)5,9060-5,90620-2
Trane Technologies plc USD 1(TT)294,271254,881-39,39097941.49%-3
Thermo Fisher Scientific Inc.(TMO)249,586258,571+8,9851371342.13%-3
ICON Plc(ICLR)444,954646,929+201,9751401362.15%-4
Brookfield Renewable Partners LP NPV
PARTNERSHIP UNIT
2,578,4192,627,972+49,55364600.95%-4
Ingersoll Rand Inc(IR)766,936720,231-46,70570651.03%-5
Roper Technologies Inc(ROP)274,690286,508+11,8181541492.36%-5
Resmed(RMD)28,3160-28,31650-5
Intercontinental Exchange IN(ICE)1,059,079936,010-123,0691451392.21%-6
NXP Semiconductors N V
COM
444,935538,965+94,0301201121.78%-8
Alexandria Real Estate Equities809,068841,435+32,36794821.30%-12
Agilent Technologies Inc.(A)782,917669,251-113,666102901.43%-12
Danaher Corporation(DHR)467,605439,732-27,8731181011.60%-17
Adobe Systems Incorporated(ADBE)256,448268,886+12,4381401201.90%-21
Microsoft Corp(MSFT)657,163652,371-4,7922972754.36%-22
Honeywell Intl Inc.(HON)138,6660-138,666300-30
TransUnion(TRU)1,840,5611,143,105-697,4561371061.68%-31
Ametek Inc.483,152231,128-252,02480420.66%-39
UnitedHealth Group Inc.(UNH)266,593170,807-95,786130871.37%-43
Costco Wholesale Com(COST)91,8010-91,801780-78
Nike Inc.(NKE)950,0710-950,071880-88
Humana Inc.(HUM)316,9130-316,9131150-115
Starbucks Corp.(SBUX)1,461,6160-1,461,6161160-116
Pepsico Inc.(PEP)717,0310-717,0311190-119
Edwards Lifesciences Corp1,423,0100-1,423,0101330-133
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