Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CCLA Investment Management (CIK 1631562) reported $6.23B across 55 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: GOOG ($431.9M, 6.93%), MSFT ($340.9M, 5.47%), AMZN ($285.0M, 4.57%), AVGO ($219.8M, 3.53%), V ($182.3M, 2.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc. | $431.9M | 6.93% | 1.4M | Trimmed |
| 2 | MSFT | Microsoft Corp | $340.9M | 5.47% | 705,021 | Trimmed |
| 3 | AMZN | Amazon Com Inc. | $285.0M | 4.57% | 1.2M | Added |
| 4 | AVGO | Broadcom Inc | $219.8M | 3.53% | 635,312 | Added |
| 5 | V | Visa Inc. | $182.3M | 2.93% | 522,261 | Trimmed |
| 6 | SPGI | S&P Global Inc | $174.7M | 2.80% | 334,290 | Trimmed |
| 7 | BIP | Brookfield Infrastructure NPV | $163.6M | 2.62% | 4.7M | Added |
| 8 | KO | Coca Cola Co | $159.1M | 2.55% | 2.3M | Trimmed |
| 9 | HDB | HDFC Bank Ltd | $156.6M | 2.51% | 4.3M | Trimmed |
| 10 | TMO | Thermo Fisher Scientific Inc. | $155.1M | 2.49% | 267,601 | Trimmed |
| 11 | INTU | Intuit | $147.5M | 2.37% | 222,696 | Added |
| 12 | CME | CME Group Inc | $143.7M | 2.30% | 526,168 | Trimmed |
| 13 | A | Agilent Technologies Inc. | $142.5M | 2.29% | 1.0M | Added |
| 14 | DHR | Danaher Corporation | $142.6M | 2.29% | 622,571 | Trimmed |
| 15 | SYK | Stryker Corporation | $141.2M | 2.27% | 401,936 | Added |
| 16 | MA | Mastercard Incorporated | $140.5M | 2.25% | 246,042 | Trimmed |
| 17 | ICE | Intercontinental Exchange IN | $135.2M | 2.17% | 834,672 | Trimmed |
| 18 | TRU | TransUnion | $132.7M | 2.13% | 1.5M | Trimmed |
| 19 | SNPS | Synopsys Inc | $130.8M | 2.10% | 278,486 | Trimmed |
| 20 | NXPI | NXP Semiconductors N V | $130.2M | 2.09% | 600,380 | Trimmed |
| 21 | TW | Tradeweb Markets Inc Com | $127.1M | 2.04% | 1.2M | Added |
| 22 | ROP | Roper Technologies Inc | $125.2M | 2.01% | 281,360 | Trimmed |
| 23 | BAC | Bank of America Corp | $124.0M | 1.99% | 2.3M | New |
| 24 | AJG | Gallagher (Arthur J) Com USD1 | $121.7M | 1.95% | 470,291 | Trimmed |
| 25 | MMC | Marsh & McLennan COS Inc. | $120.2M | 1.93% | 647,823 | Trimmed |
Source: SEC Form 13F filings · as of 2025-12-31