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 CME
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $143,685,957 | 526,168 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $152,982,388 | 566,203 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $154,141,036 | 559,252 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $148,132,364 | 558,379 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $152,832,653 | 658,109 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $118,982,644 | 539,237 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $106,013,994 | 539,237 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $114,909,745 | 533,744 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $109,948,152 | 522,071 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $112,668,399 | 562,723 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $104,166,702 | 562,182 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $106,921,977 | 558,281 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $102,729,784 | 610,905 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $87,643,746 | 494,799 | Shares | Sole | 2022-11-09 | |
| 2022-03-31 | $119,236,839 | 501,290 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $117,338,655 | 513,607 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $93,349,747 | 482,727 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $95,932,291 | 451,064 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $93,733,809 | 458,962 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $98,295,894 | 539,939 | Shares | Sole | 2021-05-05 | |
| 2020-09-30 | $83,914,999 | 501,554 | Shares | Sole | 2020-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||