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
GOOGL
MSFT
GOOGL6.9%
MSFT5.5%
AMZN4.6%
AVGO3.5%
V2.9%
SPGI2.8%
BIP2.6%
KO2.6%
📈 Biggest Buys
📉 Biggest Sells
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
Changes from Q3 2025
NEW3 new positions
↑18 increased
↓34 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022