CCLA Investment Management
Annual return '25
+25.6%
SPY '25
+17.7%
Alpha
+7.9ptsvs SPY
Invested
$137.8M
Holdings
51
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$PLGO
FIDELIS INSURANCE HOLDINGS L
Held since at least Q1 2024
100.0%
02
$GOOG
Alphabet Inc.
Q1 2026: Increased +100.0% (1.0k → 2.1k shares)
7.5%
03
$MSFT
Microsoft Corp
Q1 2026: Increased +122.8% (38.8k → 86.4k shares)
5.9%
04
$AMZN
Amazon Com Inc.
Q1 2026: Increased +104.0% (129.4k → 264.1k shares)
4.9%
05
$AVGO
Broadcom Inc
Held since at least Q1 2024
3.8%
06
$V
Visa Inc.
Q1 2026: Increased +103.9% (36.4k → 74.3k shares)
3.2%
07
$SPGI
S&P Global Inc
Held since at least Q1 2024
3.0%
08
$KO
Coca Cola Co
Held since at least Q1 2024
2.8%
09
$HDB
HDFC Bank Ltd
Q1 2026: Increased +113.2% (399.3k → 851.4k shares)
2.7%
10
$TMO
Thermo Fisher Scientific Inc.
Held since at least Q1 2024
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:34 UTC.