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 SYK
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $141,268,445 | 401,936 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $142,011,687 | 384,158 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $138,000,491 | 348,812 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $120,605,277 | 323,990 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $113,087,024 | 314,087 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $108,342,235 | 299,901 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $102,041,315 | 299,901 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $106,133,505 | 296,570 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $106,876,974 | 356,899 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $96,903,728 | 354,608 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $104,483,562 | 342,468 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $115,409,240 | 404,278 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $104,998,919 | 429,461 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $93,571,049 | 461,988 | Shares | Sole | 2022-11-09 | |
| 2022-03-31 | $127,008,895 | 475,066 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $125,061,102 | 467,658 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $124,921,526 | 473,690 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $108,303,514 | 416,985 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $109,148,441 | 448,101 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $97,518,568 | 397,970 | Shares | Sole | 2021-05-05 | |
| 2020-09-30 | $66,030,369 | 316,890 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $58,781,041 | 326,217 | Shares | Sole | 2020-10-20 | |
| No 13F history on record for this holder in this stock. | ||||||