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Asset Manager ← All Institutions

CCLA Investment Management

Q1 2026 · Filed 2026-01-22
Market Value
$0
-100.0%
Holdings
55
-1
New Purchases
0
Added To
0
Closed
55
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 16 $0 0%
Large Cap 37 $0 0%
Mid Cap 2 $0 0%

Portfolio Analytics

Avg Market Cap
$400.4B
Median Market Cap
$105.3B
Avg P/E
30.6
Median P/E
28.1
Avg Dividend Yield
0.02%
Avg Beta
0.94
# Stocks
55
# ETFs / Funds
0

Top Holdings (55 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 TRU —% -$133M -1,548,239 -100.0% SOLD
2 DE —% -$96M -205,327 -100.0% SOLD
3 ABT —% -$106M -845,716 -100.0% SOLD
4 NOW —% -$84M -546,685 -100.0% SOLD
5 AMT —% -$73M -414,327 -100.0% SOLD
6 ZTS —% -$111M -885,388 -100.0% SOLD
7 ICE —% -$135M -834,672 -100.0% SOLD
8 HD —% -$2M -5,952 -100.0% SOLD
9 DHR —% -$143M -622,571 -100.0% SOLD
10 AJG —% -$122M -470,291 -100.0% SOLD
11 FSK —% -$25M -1,720,929 -100.0% SOLD
12 A —% -$143M -1,047,488 -100.0% SOLD
13 KO —% -$159M -2,275,618 -100.0% SOLD
14 SPGI —% -$175M -334,290 -100.0% SOLD
15 MMC —% -$120M -647,823 -100.0% SOLD
16 AME —% -$56M -271,560 -100.0% SOLD
17 BXSL —% -$34M -1,287,641 -100.0% SOLD
18 TJX —% -$112M -729,957 -100.0% SOLD
19 SYK —% -$141M -401,936 -100.0% SOLD
20 BEP —% -$59M -2,199,682 -100.0% SOLD
21 IHG —% -$85M -811,662 -100.0% SOLD
22 BAC —% -$124M -2,254,107 -100.0% SOLD
23 PG —% -$3M -20,218 -100.0% SOLD
24 V —% -$182M -522,261 -100.0% SOLD
25 TMO —% -$155M -267,601 -100.0% SOLD
26 MA —% -$140M -246,042 -100.0% SOLD
27 IR —% -$99M -1,246,800 -100.0% SOLD
28 MCD —% -$93M -304,737 -100.0% SOLD
29 APH —% -$49M -359,535 -100.0% SOLD
30 HDB —% -$157M -4,286,185 -100.0% SOLD
31 JNJ —% -$6M -28,940 -100.0% SOLD
32 BIP —% -$164M -4,710,064 -100.0% SOLD
33 MDT —% -$13M -135,630 -100.0% SOLD
34 TT —% -$100M -256,954 -100.0% SOLD
35 TSM —% -$43M -141,341 -100.0% SOLD
36 CSCO —% -$5M -64,742 -100.0% SOLD
37 ADP —% -$4M -13,858 -100.0% SOLD
38 CME —% -$144M -526,168 -100.0% SOLD
39 AMZN —% -$285M -1,234,639 -100.0% SOLD
40 BKNG —% -$120M -22,334 -100.0% SOLD
41 ARCC —% -$34M -1,703,144 -100.0% SOLD
42 INTU —% -$148M -222,696 -100.0% SOLD
43 FTNT —% -$100M -1,253,998 -100.0% SOLD
44 MELI —% -$78M -38,496 -100.0% SOLD
45 ORLY —% -$106M -1,160,562 -100.0% SOLD
46 ROP —% -$125M -281,360 -100.0% SOLD
47 SNPS —% -$131M -278,486 -100.0% SOLD
48 AVGO —% -$220M -635,312 -100.0% SOLD
49 GOOG —% -$432M -1,376,508 -100.0% SOLD
50 MSFT —% -$341M -705,021 -100.0% SOLD
51 PTC —% -$117M -674,102 -100.0% SOLD
52 NXPI —% -$130M -600,380 -100.0% SOLD
53 TXN —% -$110M -636,345 -100.0% SOLD
54 NFLX —% -$38M -402,872 -100.0% SOLD
55 TW —% -$127M -1,182,118 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
AME —%
ABT —%
NOW —%
AMT —%
ZTS —%
ICE —%
HD —%
DHR —%
AJG —%
FSK —%
A —%
KO —%
SPGI —%
TRU —%
DE —%
View SEC EDGAR Filings for CCLA Investment Management →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms