# EDGAR Filing Document

**Accession Number:** 0001631562
**File Stem:** 0001631562-25-000005
**Filing Date:** 2025-8
**Character Count:** 8925
**Document Hash:** c0b1c4cb8242161d2d3e9f53bdd93e65
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001631562-25-000005.hdr.sgml**: 20250801

**ACCESSION NUMBER**: 0001631562-25-000005

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250801

**DATE AS OF CHANGE**: 20250801

**EFFECTIVENESS DATE**: 20250801

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** CCLA Investment Management
- **CENTRAL INDEX KEY:** 0001631562

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DC
- **FISCAL YEAR END:** 0331

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20355
- **FILM NUMBER:** 251174227

**BUSINESS ADDRESS:**
- **STREET 1:** 1 ANGEL LANE
- **CITY:** LONDON
- **STATE:** X0
- **ZIP:** EC4R 3AB
- **BUSINESS PHONE:** 442074896055

**MAIL ADDRESS:**
- **STREET 1:** 1 ANGEL LANE
- **CITY:** LONDON
- **STATE:** X0
- **ZIP:** EC4R 3AB

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** CCLA Investment Management Ltd
- **DATE OF NAME CHANGE:** 20150123

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** CCLA Investment Management<br>**Address:** 1 ANGEL LANE<br>LONDON, X0 EC4R 3AB

**Form 13F File Number:** 028-20355

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Julia Thomson<br>**Title:** Senior Compliance Manager (Monitoring)<br>**Phone:** 02074896092

**Signature, Place, and Date of Signing:**

Julia Thomson  London, X0  08-01-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 53

**Form 13F Information Table Value Total:** $124792282

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| Abbott Labs | COM | 002824100 |  | 118808336 | 873912 | SH |  | SOLE |  | 873912 | 0 | 0 |
| Accenture PLC Ireland | SHS Class A | G1151C101 |  | 80690 | 270194 | SH |  | SOLE |  | 270194 | 0 | 0 |
| Agilent Technologies Inc. | COM | 00846U101 |  | 109771 | 930658 | SH |  | SOLE |  | 930658 | 0 | 0 |
| Alexandria Real Estate Equities | COM | 015271109 |  | 60506 | 833308 | SH |  | SOLE |  | 833308 | 0 | 0 |
| Alphabet Inc. | Cap STK CL C | 02079K107 |  | 228682 | 1289590 | SH |  | SOLE |  | 1289590 | 0 | 0 |
| Amazon Com Inc. | COM | 023135106 |  | 242605 | 1105968 | SH |  | SOLE |  | 1105968 | 0 | 0 |
| American Tower Corp New | COM | 03027X100 |  | 93326 | 422462 | SH |  | SOLE |  | 422462 | 0 | 0 |
| Ametek Inc. | COM | 031100100 |  | 42879 | 237020 | SH |  | SOLE |  | 237020 | 0 | 0 |
| Ansys | COM | 03662Q105 |  | 151471 | 431641 | SH |  | SOLE |  | 431641 | 0 | 0 |
| Ares Capital Corp | COM | 04010L103 |  | 59801 | 2724422 | SH |  | SOLE |  | 2724422 | 0 | 0 |
| Automatic Data Processing In | COM | 053015103 |  | 4041 | 13114 | SH |  | SOLE |  | 13114 | 0 | 0 |
| Blackstone Secured Lending Fund  Com USD0.001 | COM | 09261X102 |  | 69452 | 2260833 | SH |  | SOLE |  | 2260833 | 0 | 0 |
| Broadcom Inc | COM | 11135F101 |  | 144830 | 525377 | SH |  | SOLE |  | 525377 | 0 | 0 |
| Brookfield Infrastructure NPV | COM | G16252101 |  | 130234 | 3889923 | SH |  | SOLE |  | 3889923 | 0 | 0 |
| Brookfield Renewable Partners LP NPV | PARTNERSHIP UNIT | G16258108 |  | 60277 | 2363842 | SH |  | SOLE |  | 2363842 | 0 | 0 |
| Cisco Sys Inc | COM | 17275R102 |  | 4012 | 57875 | SH |  | SOLE |  | 57875 | 0 | 0 |
| CME Group Inc | COM | 12572Q105 |  | 154062 | 559252 | SH |  | SOLE |  | 559252 | 0 | 0 |
| Coca Cola Co | COM | 191216100 |  | 159629 | 2257208 | SH |  | SOLE |  | 2257208 | 0 | 0 |
| Danaher Corporation | COM | 235851102 |  | 101423 | 513639 | SH |  | SOLE |  | 513639 | 0 | 0 |
| Deere  Company Com USD1 | COM | 244199105 |  | 103469 | 203616 | SH |  | SOLE |  | 203616 | 0 | 0 |
| Fortinet Inc | COM | 34959E109 |  | 153877 | 1455935 | SH |  | SOLE |  | 1455935 | 0 | 0 |
| FS KKR Capital Corp | COM | 302635206 |  | 33463 | 1613468 | SH |  | SOLE |  | 1613468 | 0 | 0 |
| Gallagher (Arthur J) Com USD1 | COM | 363576109 |  | 135056 | 422130 | SH |  | SOLE |  | 422130 | 0 | 0 |
| HDFC Bank Ltd | Sponsored ADS | 40415F101 |  | 163343 | 2131031 | SH |  | SOLE |  | 2131031 | 0 | 0 |
| Home Depot Inc | COM | 437076102 |  | 2042 | 5572 | SH |  | SOLE |  | 5572 | 0 | 0 |
| Ingersoll Rand Inc | COM | 45687V106 |  | 95729 | 1151012 | SH |  | SOLE |  | 1151012 | 0 | 0 |
| Intercontinental Exchange IN | COM | 45866F104 |  | 163528 | 891603 | SH |  | SOLE |  | 891603 | 0 | 0 |
| Intuit | COM | 461202103 |  | 156716 | 199018 | SH |  | SOLE |  | 199018 | 0 | 0 |
| Johnson  Johnson | COM | 478160104 |  | 3991 | 26146 | SH |  | SOLE |  | 26146 | 0 | 0 |
| Marsh  McLennan COS Inc. | COM | 571748102 |  | 140285 | 641509 | SH |  | SOLE |  | 641509 | 0 | 0 |
| Mastercard Incorporated | CL A | 57636Q104 |  | 137646 | 245076 | SH |  | SOLE |  | 245076 | 0 | 0 |
| McDonalds Corp | COM | 580135101 |  | 107167 | 366824 | SH |  | SOLE |  | 366824 | 0 | 0 |
| Medtronic Plc | SHS | G5960L103 |  | 10944 | 125544 | SH |  | SOLE |  | 125544 | 0 | 0 |
| Microsoft Corp | COM | 594918104 |  | 330199 | 664212 | SH |  | SOLE |  | 664212 | 0 | 0 |
| Nice Ltd | Sponsored ADR | 653656108 |  | 120029 | 710865 | SH |  | SOLE |  | 710865 | 0 | 0 |
| NXP Semiconductors N V | COM | N6596X109 |  | 119121 | 545580 | SH |  | SOLE |  | 545580 | 0 | 0 |
| O'Reilly Automative | COM | 67103H107 |  | 113866 | 1263916 | SH |  | SOLE |  | 1263916 | 0 | 0 |
| Procter and Gamble Co | COM | 742718109 |  | 3014 | 18927 | SH |  | SOLE |  | 18927 | 0 | 0 |
| PTC Inc | COM | 69370C100 |  | 94629 | 549278 | SH |  | SOLE |  | 549278 | 0 | 0 |
| Roper Technologies Inc | COM | 776696106 |  | 169711 | 299537 | SH |  | SOLE |  | 299537 | 0 | 0 |
| S Global Inc | COM | 78409V104 |  | 174871 | 331838 | SH |  | SOLE |  | 331838 | 0 | 0 |
| ServiceNow Inc. | COM | 81762P102 |  | 85570 | 83309 | SH |  | SOLE |  | 83309 | 0 | 0 |
| Stryker Corporation | COM | 863667101 |  | 137937 | 348812 | SH |  | SOLE |  | 348812 | 0 | 0 |
| Synopsys Inc | COM | 871607107 |  | 157870 | 307967 | SH |  | SOLE |  | 307967 | 0 | 0 |
| Texas Instrs Inc. | COM | 882508104 |  | 111435 | 537013 | SH |  | SOLE |  | 537013 | 0 | 0 |
| Thermo Fisher Scientific Inc. | COM | 883556102 |  | 128837 | 317881 | SH |  | SOLE |  | 317881 | 0 | 0 |
| TJX Cos Inc | COM | 872540109 |  | 98471 | 797600 | SH |  | SOLE |  | 797600 | 0 | 0 |
| Tradeweb Markets Inc  Com | CL A | 892672106 |  | 162810 | 1112095 | SH |  | SOLE |  | 1112095 | 0 | 0 |
| Trane Technologies plc USD 1 | COM | G8994E103 |  | 108579 | 248335 | SH |  | SOLE |  | 248335 | 0 | 0 |
| TransUnion | COM | 89400J107 |  | 145517 | 1654363 | SH |  | SOLE |  | 1654363 | 0 | 0 |
| Union Pac Corp | COM | 907818108 |  | 82425 | 358372 | SH |  | SOLE |  | 358372 | 0 | 0 |
| Visa Inc. | COM CL A | 92826C839 |  | 184525 | 520185 | SH |  | SOLE |  | 520185 | 0 | 0 |
| Zoetis Inc. | CL A | 98978V103 |  | 149583 | 959604 | SH |  | SOLE |  | 959604 | 0 | 0 |

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