CCLA Investment Management Diversified Active

CIK: 0001631562 · Show all filings

Period: Q2 2020 (Next →)

Filing Date: Oct 20, 2020

Total Value ($000): $3,200,353 (100.0% shares, 0.0% debt)

Holdings (55)

AMZN Amazon Com Inc. 4.7%
Value ($000) $151,942 Shares 55,104 Est. Cost $120.78 Unrealized 0.0%
MSFT Microsoft Corp 4.6%
Value ($000) $145,649 Shares 715,771 Est. Cost $173.06 Unrealized 0.0%
ADBE Adobe Inc 4.2%
Value ($000) $135,325 Shares 310,970 Est. Cost $370.53 Unrealized 0.0%
PYPL Paypal HLDGS Inc. 4.1%
Value ($000) $130,357 Shares 748,146 Est. Cost $137.88 Unrealized 0.0%
GOOG Alphabet Inc. 3.7%
Value ($000) $119,999 Shares 84,862 Est. Cost $66.98 Unrealized 0.0%
V Visa Inc. 3.0%
Value ($000) $96,236 Shares 498,804 Est. Cost $175.53 Unrealized 0.0%
SNPS Synopsys Inc 2.9%
Value ($000) $91,462 Shares 469,026 Est. Cost $165.04 Unrealized 0.0%
UNH UnitedHealth Group Inc. 2.9%
Value ($000) $91,366 Shares 310,084 Est. Cost $261.11 Unrealized 0.0%
Danaher Corporation 2.9%
Value ($000) $91,259 Shares 516,316 Est. Cost $176.75 Unrealized
Activision Blizzard Inc. 2.8%
Value ($000) $89,475 Shares 1,179,242 Est. Cost $75.88 Unrealized
A Agilent Technologies Inc. 2.6%
Value ($000) $84,736 Shares 958,990 Est. Cost $78.89 Unrealized 0.0%
EA Electronic Arts Inc 2.6%
Value ($000) $84,516 Shares 640,225 Est. Cost $114.88 Unrealized 0.0%
TMO Thermo Fisher Scientific Inc. 2.3%
Value ($000) $75,070 Shares 207,424 Est. Cost $330.32 Unrealized 0.0%
MA Mastercard Incorporated 2.3%
Value ($000) $72,696 Shares 245,963 Est. Cost $273.34 Unrealized 0.0%
FIS Fidelity Natl Information SV 2.2%
Value ($000) $69,733 Shares 520,106 Est. Cost $116.75 Unrealized 0.0%
VZ Verizon Communications Inc. 2.2%
Value ($000) $69,000 Shares 1,253,179 Est. Cost $40.75 Unrealized 0.0%
NDAQ Nasdaq Inc 2.1%
Value ($000) $68,339 Shares 572,158 Est. Cost $34.41 Unrealized 0.0%
ACN Accenture PLC Ireland 2.0%
Value ($000) $65,546 Shares 305,476 Est. Cost $174.62 Unrealized 0.0%
PLD Prologis Inc. 2.0%
Value ($000) $65,284 Shares 699,763 Est. Cost $76.28 Unrealized 0.0%
NEE Nextera Energy Inc. 2.0%
Value ($000) $65,072 Shares 270,962 Est. Cost $51.98 Unrealized 0.0%
PEP Pepsico Inc. 2.0%
Value ($000) $64,413 Shares 487,145 Est. Cost $110.78 Unrealized 0.0%
MCD McDonalds Corp 1.9%
Value ($000) $60,212 Shares 326,708 Est. Cost $161.00 Unrealized 0.0%
SPGI S&P Global Inc 1.9%
Value ($000) $60,175 Shares 182,793 Est. Cost $287.01 Unrealized 0.0%
SYK Stryker Corporation 1.8%
Value ($000) $58,775 Shares 326,217 Est. Cost $173.69 Unrealized 0.0%
AME Ametek Inc. 1.8%
Value ($000) $58,498 Shares 654,964 Est. Cost $80.80 Unrealized 0.0%
MRK Merck & Co. Inc. 1.8%
Value ($000) $58,387 Shares 755,235 Est. Cost $62.87 Unrealized 0.0%
IEX Idex Corp 1.8%
Value ($000) $56,102 Shares 355,121 Est. Cost $142.68 Unrealized 0.0%
CL Colgate Palmolive Co. 1.7%
Value ($000) $55,593 Shares 758,948 Est. Cost $62.36 Unrealized 0.0%
ARE Alexandria Real Estate EQ IN 1.7%
Value ($000) $53,906 Shares 332,382 Est. Cost $122.01 Unrealized 0.0%
NKE Nike Inc. 1.6%
Value ($000) $51,740 Shares 527,802 Est. Cost $85.46 Unrealized 0.0%
ZTS Zoetis Inc. 1.6%
Value ($000) $51,247 Shares 373,626 Est. Cost $124.46 Unrealized 0.0%
SBUX Starbucks Corp. 1.4%
Value ($000) $44,169 Shares 600,369 Est. Cost $66.33 Unrealized 0.0%
NOW ServiceNow Inc. 1.3%
Value ($000) $42,482 Shares 104,891 Est. Cost $70.61 Unrealized 0.0%
PFE Pfizer Inc. 1.3%
Value ($000) $42,108 Shares 1,287,917 Est. Cost $25.99 Unrealized 0.0%
KO Coca Cola Co 1.3%
Value ($000) $41,706 Shares 934,376 Est. Cost $38.72 Unrealized 0.0%
BX Blackstone Group Inc. 1.3%
Value ($000) $41,280 Shares 728,625 Est. Cost $43.48 Unrealized 0.0%
ISRG Intuitive Surgical Inc. 1.3%
Value ($000) $41,130 Shares 72,202 Est. Cost $179.26 Unrealized 0.0%
TXN Texas Instrs Inc. 1.2%
Value ($000) $39,232 Shares 309,044 Est. Cost $99.52 Unrealized 0.0%
ECL Ecolab Inc 1.2%
Value ($000) $39,099 Shares 196,612 Est. Cost $182.16 Unrealized 0.0%
ILMN Illumina Inc 1.2%
Value ($000) $37,894 Shares 102,376 Est. Cost $321.78 Unrealized 0.0%
ROK Rockwell Automation Inc 1.1%
Value ($000) $35,719 Shares 167,718 Est. Cost $175.54 Unrealized 0.0%
ARCC Ares Capital Corp 1.0%
Value ($000) $32,684 Shares 2,264,213 Est. Cost $7.90 Unrealized 0.0%
BAC Bk of America Corp 1.0%
Value ($000) $32,491 Shares 1,368,889 Est. Cost $20.57 Unrealized 0.0%
JPM JPMorgan Chase & Co 1.0%
Value ($000) $31,725 Shares 337,535 Est. Cost $81.74 Unrealized 0.0%
BXMT Blackstone Mtg Tr Inc. 0.9%
Value ($000) $28,697 Shares 1,191,719 Est. Cost $24.08 Unrealized
HON Honeywell Intl Inc. 0.9%
Value ($000) $28,383 Shares 196,201 Est. Cost $117.88 Unrealized 0.0%
XYL Xylem Inc. 0.9%
Value ($000) $28,262 Shares 435,198 Est. Cost $61.75 Unrealized 0.0%
XEL Xcel Energy Inc. 0.9%
Value ($000) $27,501 Shares 440,057 Est. Cost $52.81 Unrealized 0.0%
DIS Disney Walt Co 0.9%
Value ($000) $27,248 Shares 244,517 Est. Cost $107.86 Unrealized 0.0%
Ansys Inc. 0.7%
Value ($000) $21,619 Shares 74,057 Est. Cost $291.92 Unrealized
TJX TJX Cos Inc. New 0.6%
Value ($000) $18,324 Shares 362,459 Est. Cost $46.63 Unrealized 0.0%
BKNG Booking Holdings Inc 0.4%
Value ($000) $14,006 Shares 8,786 Est. Cost $1497.60 Unrealized 0.0%
DUK Duke Energy Corp New 0.3%
Value ($000) $9,810 Shares 122,822 Est. Cost $67.61 Unrealized 0.0%
JNJ Johnson & Johnson 0.1%
Value ($000) $1,699 Shares 12,100 Est. Cost $124.24 Unrealized 0.0%
CSCO Cisco Sys Inc 0.0%
Value ($000) $975 Shares 20,919 Est. Cost $37.00 Unrealized 0.0%