CCLA Investment Management - Portfolio overview

CCLA Investment Management has 57 reported holdings in this dataset, with the latest filing dated 2026-01-22.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. GOOG - Alphabet Inc., 6.93%
2. MSFT - Microsoft Corp, 5.47%
3. AMZN - Amazon Com Inc., 4.57%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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