CCLA Investment Management
Top Portfolio Positions
54 positions ·
$5,832,329,929 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
705,021 | $340,962,256 | 5.85% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,234,639 | $284,979,373 | 4.89% | |
| AVGO |
Broadcom Inc.
Technology
|
635,312 | $219,881,483 | 3.77% | |
| V |
Visa Inc.
Financial Services
|
522,261 | $183,162,155 | 3.14% | |
| SPGI |
S&P Global Inc.
Financial Services
|
334,290 | $174,696,611 | 3.00% | |
| BIPH |
Brookfield Infrastructure Partners L.P.
Utilities
|
4,710,064 | $163,627,623 | 2.81% | |
| KO |
Coca Cola Co
Consumer Defensive
|
2,275,618 | $159,088,454 | 2.73% | |
| HDB |
Hdfc Bank Ltd
Financial Services
|
4,286,185 | $156,617,199 | 2.69% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
267,601 | $155,061,399 | 2.66% | |
| INTU |
Intuit Inc.
Technology
|
222,696 | $147,518,284 | 2.53% |
Portfolio Trend
22 quarters · across all stocks
Holdings in A
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $142,531,692 | 1,047,488 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $131,939,949 | 1,027,970 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $109,826,950 | 930,658 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $82,666,373 | 706,671 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $89,907,179 | 669,251 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $116,247,516 | 782,917 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $101,489,530 | 782,917 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $112,586,761 | 773,739 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $106,625,443 | 766,924 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $76,974,651 | 688,380 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $77,886,165 | 647,702 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $88,130,050 | 637,054 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $95,798,597 | 640,151 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $83,655,936 | 688,243 | Shares | Sole | 2022-11-09 | |
| 2022-03-31 | $80,133,225 | 605,556 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $95,953,800 | 601,026 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $100,873,705 | 640,346 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $119,348,002 | 807,442 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $118,769,229 | 934,161 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $107,916,781 | 910,767 | Shares | Sole | 2021-05-05 | |
| 2020-09-30 | $93,944,656 | 930,698 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $84,745,946 | 958,990 | Shares | Sole | 2020-10-20 | |
| No 13F history on record for this holder in this stock. | ||||||