Data as of Q4 2025 (Dec 31, 2025)

CCLA Investment Management

•CIK: 1631562•Filing: Q4 2025

CCLA Investment Management, led by the seasoned team of John C. Hecht and John A. Hecht, maintains a concentrated portfolio with a focus on technology and consumer discretionary sectors, currently holding 55 positions with a $6.2 billion AUM. Recently, the fund has increased its stakes in Google and Aphria, while reducing exposure to BXSL and ARCC, reflecting a strategic shift towards high-growth tech and cannabis sectors.

Total AUM
$6.2B
QoQ Performance
-0.3%
Positions
55
Top 10 Concentration
36.4%
Latest Filing
Q4 2025

Top Holdings Allocation

GOOG
MSFT
GOOG6.9%
MSFT5.5%
AMZN4.6%
AVGO3.5%
V2.9%
SPGI2.8%
BIP2.6%
KO2.6%

📈 Biggest Buys

BAC
Bank of America Corp
NEW
2.0% of portfolio
IHG
Intercontinental Hotels Group
NEW
1.4% of portfolio
NOW
ServiceNow Inc.
+420.3%
1.3% of portfolio
NFLX
Netflix Inc
NEW
0.6% of portfolio
APH
Amphenol Corp
+47.4%
0.8% of portfolio

📉 Biggest Sells

BXSL
Blackstone Secured Lending Fund Com USD0.001
-43.1%
0.5% of portfolio
DHR
Danaher Corporation
-14.2%
2.3% of portfolio
ARCC
Ares Capital Corp
-37.5%
0.6% of portfolio
SNPS
Synopsys Inc
-13.6%
2.1% of portfolio
TMO
Thermo Fisher Scientific Inc.
-11.1%
2.5% of portfolio

Sector Breakdown

Other49.9%
Technology22.2%
Consumer8.0%
Financial7.2%
Healthcare6.8%
Consumer Staples2.6%
Industrial1.5%
Real Estate1.2%

🚪 Exited Positionssold since Q3 2025

ARE
Alexandria Real Estate Equities
SOLD
$69.1M

Changes from Q3 2025

NEW3 new positions
↑18 increased
↓34 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

GOOG6.9%
Alphabet Inc.
$431.9M
MSFT5.5%
Microsoft Corp
$340.9M
AMZN4.6%
Amazon Com Inc.
$285.0M
AVGO3.5%
Broadcom Inc
$219.8M
V2.9%
Visa Inc.
$182.3M

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