| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Microsoft Corp | 16 | Q2 2024 | 4.7% |
| Amazon Com Inc. | 16 | Q2 2024 | 4.7% |
| Alphabet Inc. | 16 | Q2 2024 | 4.3% |
| Adobe Systems Incorporated | 16 | Q2 2024 | 4.2% |
| Visa Inc. | 16 | Q2 2024 | 3.1% |
| UnitedHealth Group Inc. | 16 | Q2 2024 | 3.1% |
| Mastercard Incorporated | 16 | Q2 2024 | 2.8% |
| S&P Global Inc | 16 | Q2 2024 | 2.6% |
| Synopsys Inc | 16 | Q2 2024 | 2.9% |
| Stryker Corporation | 16 | Q2 2024 | 2.4% |
View CCLA Investment Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-11-09 |
| 13F-HR/A | 2022-05-05 |
| 13F-HR | 2022-04-29 |
View CCLA Investment Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.