Ccla Investment Management Top Holdings and 13F Report (2025) About Ccla Investment ManagementInvestment ActivityCcla Investment Management has $5.65 million in total holdings as of March 31, 2025.Ccla Investment Management owns shares of 55 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 5.02% of the portfolio was purchased this quarter.About 14.92% of the portfolio was sold this quarter.This quarter, Ccla Investment Management has purchased 59 new stocks and bought additional shares in 21 stocks.Ccla Investment Management sold shares of 31 stocks and completely divested from 5 stocks this quarter.Largest Holdings Microsoft $233,425Amazon.com $206,320Brookfield Infrastructure Partners $172,537Roper Technologies $171,159Visa $170,906 Largest New Holdings this Quarter 872540109 - TJX Companies $90,203 Holding Largest Purchases this Quarter TJX Companies 740,889 shares (about $90.20K)Brookfield Infrastructure Partners 1,453,772 shares (about $43.28K)Blackstone Secured Lending Fund 1,128,986 shares (about $36.53K)Ingersoll Rand 244,958 shares (about $19.60K)Ares Capital 587,068 shares (about $13.01K) Largest Sales this Quarter O'Reilly Automotive 31,953 shares (about $45.75K)Broadcom 248,061 shares (about $41.53K)CME Group 99,730 shares (about $26.44K)Visa 57,178 shares (about $20.03K)Coca-Cola 278,654 shares (about $19.96K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCcla Investment Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$233,425$11,116 ▼-4.5%622,7174.1%Computer and TechnologyAMZNAmazon.com$206,320$9,288 ▼-4.3%1,084,4113.7%Retail/WholesaleBIPBrookfield Infrastructure Partners$172,537$43,279 ▲33.5%5,795,6773.1%FinanceROPRoper Technologies$171,159$2,275 ▲1.3%290,3673.0%Computer and TechnologyVVisa$170,906$20,032 ▼-10.5%487,8163.0%Business ServicesGOOGAlphabet$164,588$7,285 ▼-4.2%1,054,4492.9%Computer and TechnologySPGIS&P Global$158,356$576 ▲0.4%311,5662.8%Business ServicesKOCoca-Cola$157,103$19,957 ▼-11.3%2,193,5722.8%Consumer StaplesTWTradeweb Markets$154,900$8,839 ▼-5.4%1,043,3792.7%FinanceCMECME Group$148,059$26,444 ▼-15.2%558,3792.6%FinanceMMCMarsh & McLennan Companies$146,747$12,891 ▲9.6%601,3732.6%FinanceICEIntercontinental Exchange$144,447$17,061 ▼-10.6%837,1332.6%FinanceZTSZoetis$137,476$12,654 ▲10.1%835,2142.4%MedicalAJGArthur J. Gallagher & Co.$136,846$3,582 ▲2.7%396,3122.4%FinanceTMOThermo Fisher Scientific$132,973$4,288 ▲3.3%267,1862.4%MedicalHDBHDFC Bank$132,901$4,752 ▲3.7%2,000,6212.4%FinanceANSSANSYS$132,711$8,297 ▼-5.9%419,6552.3%Computer and TechnologyFTNTFortinet$131,383$7,382 ▼-5.3%1,365,4442.3%Computer and TechnologyINTUIntuit$126,827$2,452 ▲2.0%206,6332.2%Computer and TechnologyMAMastercard$125,653$16,052 ▼-11.3%229,3542.2%Business ServicesSNPSSynopsys$123,878$1,696 ▲1.4%289,0042.2%Computer and TechnologySYKStryker$120,595$3,686 ▲3.2%323,9902.1%MedicalORLYO'Reilly Automotive$120,389$45,746 ▼-27.5%84,0902.1%Retail/WholesaleMCDMcDonald's$115,901$15,612 ▼-11.9%371,2292.1%Retail/WholesaleICLRICON Public$115,398$2,270 ▲2.0%659,9122.0%MedicalABTAbbott Laboratories$108,406$19,350 ▼-15.1%817,2381.9%MedicalBXSLBlackstone Secured Lending Fund$104,023$36,534 ▲54.1%3,214,5831.8%FinanceNICENICE$102,736$5,776 ▼-5.3%666,9931.8%Computer and TechnologyTRUTransUnion$98,604$3,864 ▲4.1%1,189,7291.7%Business ServicesTTTrane Technologies$98,498$12,644 ▲14.7%292,4191.7%ConstructionNXPINXP Semiconductors$97,445$5,038 ▼-4.9%512,4681.7%Computer and TechnologyDEDeere & Company$95,219$5,149 ▼-5.1%202,7501.7%IndustrialsAVTRAvantor$94,820$7,973 ▲9.2%5,849,5361.7%MedicalTXNTexas Instruments$91,930$4,954 ▼-5.1%511,3241.6%Computer and TechnologyUNPUnion Pacific$90,317$4,487 ▼-4.7%382,3461.6%TransportationTJXTJX Companies$90,203$90,203 ▲New Holding740,8891.6%Retail/WholesaleAMTAmerican Tower$88,467$5,773 ▼-6.1%406,3731.6%FinanceDHRDanaher$85,127$4,961 ▼-5.5%415,5181.5%MedicalAAgilent Technologies$82,638$4,376 ▲5.6%706,6711.5%MedicalACNAccenture$79,304$4,277 ▼-5.1%254,0101.4%Computer and TechnologyIRIngersoll Rand$77,234$19,601 ▲34.0%965,1891.4%IndustrialsAREAlexandria Real Estate Equities$73,665$4,192 ▼-5.4%796,1261.3%FinanceAVGOBroadcom$71,040$41,533 ▼-36.9%424,3001.3%Computer and TechnologyIEXIDEX$69,716$16,550 ▼-19.2%385,6241.2%IndustrialsNOWServiceNow$66,191$3,668 ▼-5.3%83,1211.2%Computer and TechnologyARCCAres Capital$62,026$13,009 ▲26.5%2,799,0231.1%FinanceBEPBrookfield Renewable Partners$58,923$740 ▲1.3%2,661,4051.0%UtilitiesAMEAMETEK$37,900$1,868 ▼-4.7%220,2740.7%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$17,059$8,688 ▼-33.7%102,7990.3%Computer and TechnologyMDTMedtronic$10,172$165 ▼-1.6%113,2170.2%MedicalJNJJohnson & Johnson$4,291$44 ▼-1.0%25,8710.1%MedicalADPAutomatic Data Processing$4,018$339 ▼-7.8%13,1560.1%Business ServicesCSCOCisco Systems$3,7350.0%60,5530.1%Computer and TechnologyPGProcter & Gamble$2,763$184 ▲7.1%16,2150.0%Consumer StaplesHDHome Depot$1,6800.0%4,5860.0%Retail/WholesaleNVDANVIDIA$0$122,342 ▼-100.0%00.0%Computer and TechnologyADBEAdobe$0$119,562 ▼-100.0%00.0%Computer and TechnologyNEENextEra Energy$0$93,230 ▼-100.0%00.0%UtilitiesUNHUnitedHealth Group$0$86,503 ▼-100.0%00.0%MedicalILMNIllumina$0$71,493 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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