Terra Alpha Investments as of March 31, 2025
Portfolio Holdings for Terra Alpha Investments
Terra Alpha Investments holds 33 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa Com Cl A (V) | 5.6 | $5.2M | 15k | 350.46 | |
| Waste Management (WM) | 5.6 | $5.1M | 22k | 231.51 | |
| Microsoft Corporation (MSFT) | 5.2 | $4.8M | 13k | 375.39 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.0 | $4.6M | 28k | 166.00 | |
| Apple (AAPL) | 4.9 | $4.5M | 20k | 222.13 | |
| Xylem (XYL) | 4.8 | $4.4M | 37k | 119.46 | |
| NVIDIA Corporation (NVDA) | 4.8 | $4.4M | 41k | 108.38 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.8 | $4.4M | 29k | 154.64 | |
| Accenture Plc Ireland Shs Class A (ACN) | 4.4 | $4.1M | 13k | 312.04 | |
| Trane Technologies SHS (TT) | 4.3 | $4.0M | 12k | 336.92 | |
| Eaton Corp SHS (ETN) | 4.2 | $3.9M | 14k | 271.83 | |
| Starbucks Corporation (SBUX) | 3.5 | $3.2M | 33k | 98.09 | |
| Avery Dennison Corporation (AVY) | 3.3 | $3.1M | 17k | 177.97 | |
| Lululemon Athletica (LULU) | 3.3 | $3.0M | 11k | 283.06 | |
| Danaher Corporation (DHR) | 3.2 | $2.9M | 14k | 205.00 | |
| Agilent Technologies Inc C ommon (A) | 3.1 | $2.8M | 24k | 116.98 | |
| Fortinet (FTNT) | 2.9 | $2.6M | 28k | 96.26 | |
| Cisco Systems (CSCO) | 2.2 | $2.0M | 32k | 61.71 | |
| Veralto Corp Com Shs (VLTO) | 2.0 | $1.9M | 19k | 97.45 | |
| Johnson & Johnson (JNJ) | 1.8 | $1.7M | 10k | 165.84 | |
| Edwards Lifesciences (EW) | 1.8 | $1.6M | 23k | 72.48 | |
| Nike CL B (NKE) | 1.8 | $1.6M | 26k | 63.48 | |
| Adobe Systems Incorporated (ADBE) | 1.8 | $1.6M | 4.2k | 383.53 | |
| West Pharmaceutical Services (WST) | 1.7 | $1.6M | 7.1k | 223.88 | |
| American Water Works (AWK) | 1.7 | $1.6M | 11k | 147.52 | |
| Quanta Services (PWR) | 1.7 | $1.6M | 6.2k | 254.18 | |
| Rockwell Automation (ROK) | 1.6 | $1.5M | 5.8k | 258.38 | |
| SYSCO Corporation (SYY) | 1.6 | $1.5M | 20k | 75.04 | |
| General Mills (GIS) | 1.6 | $1.5M | 25k | 59.79 | |
| Tetra Tech (TTEK) | 1.6 | $1.4M | 49k | 29.25 | |
| Iqvia Holdings (IQV) | 1.5 | $1.3M | 7.6k | 176.30 | |
| Lauder Estee Cos Cl A (EL) | 1.4 | $1.3M | 19k | 66.00 | |
| Graphic Packaging Holding Company (GPK) | 1.4 | $1.2M | 48k | 25.96 |
