Terra Alpha Investments as of Sept. 30, 2025
Portfolio Holdings for Terra Alpha Investments
Terra Alpha Investments holds 30 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 7.3 | $7.2M | 26k | 279.29 | |
| NVIDIA Corporation (NVDA) | 7.2 | $7.1M | 38k | 186.58 | |
| Microsoft Corporation (MSFT) | 6.2 | $6.1M | 12k | 517.95 | |
| Apple (AAPL) | 5.7 | $5.6M | 22k | 254.63 | |
| Trane Technologies SHS (TT) | 5.6 | $5.5M | 13k | 421.96 | |
| Xylem (XYL) | 5.2 | $5.1M | 35k | 147.50 | |
| Eaton Corp SHS (ETN) | 5.2 | $5.1M | 14k | 374.25 | |
| Visa Com Cl A (V) | 4.8 | $4.7M | 14k | 341.38 | |
| Waste Management (WM) | 4.6 | $4.5M | 21k | 220.83 | |
| Servicenow (NOW) | 3.9 | $3.8M | 4.2k | 920.28 | |
| Agilent Technologies Inc C ommon (A) | 3.7 | $3.6M | 28k | 128.35 | |
| Starbucks Corporation (SBUX) | 3.6 | $3.6M | 42k | 84.60 | |
| Accenture Plc Ireland Shs Class A (ACN) | 3.5 | $3.5M | 14k | 246.60 | |
| Danaher Corporation (DHR) | 3.4 | $3.3M | 17k | 198.26 | |
| Avery Dennison Corporation (AVY) | 3.2 | $3.2M | 20k | 162.17 | |
| Quanta Services (PWR) | 2.5 | $2.5M | 6.0k | 414.42 | |
| Iqvia Holdings (IQV) | 2.3 | $2.3M | 12k | 189.94 | |
| Cisco Systems (CSCO) | 2.2 | $2.2M | 31k | 68.42 | |
| Veralto Corp Com Shs (VLTO) | 2.0 | $2.0M | 19k | 106.61 | |
| Rockwell Automation (ROK) | 2.0 | $2.0M | 5.7k | 349.53 | |
| Carrier Global Corporation (CARR) | 2.0 | $2.0M | 33k | 59.70 | |
| Nike CL B (NKE) | 1.8 | $1.7M | 25k | 69.73 | |
| Edwards Lifesciences (EW) | 1.7 | $1.7M | 22k | 77.77 | |
| Graphic Packaging Holding Company (GPK) | 1.7 | $1.6M | 83k | 19.57 | |
| Tetra Tech (TTEK) | 1.6 | $1.6M | 48k | 33.38 | |
| SYSCO Corporation (SYY) | 1.6 | $1.6M | 19k | 82.34 | |
| American Water Works (AWK) | 1.5 | $1.5M | 10k | 139.19 | |
| salesforce (CRM) | 1.3 | $1.2M | 5.2k | 237.00 | |
| Stryker Corporation (SYK) | 1.2 | $1.2M | 3.3k | 369.67 | |
| General Mills (GIS) | 1.2 | $1.2M | 24k | 50.42 |
