Terra Alpha Investments as of Dec. 31, 2025
Portfolio Holdings for Terra Alpha Investments
Terra Alpha Investments holds 32 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 7.8 | $7.6M | 25k | 303.89 | |
| Apple (AAPL) | 7.1 | $6.9M | 26k | 271.86 | |
| NVIDIA Corporation (NVDA) | 7.1 | $6.9M | 37k | 186.50 | |
| Microsoft Corporation (MSFT) | 5.7 | $5.6M | 12k | 483.62 | |
| Trane Technologies SHS (TT) | 5.1 | $5.0M | 13k | 389.20 | |
| Visa Com Cl A (V) | 4.8 | $4.7M | 14k | 350.71 | |
| Xylem (XYL) | 4.7 | $4.6M | 34k | 136.18 | |
| Waste Management (WM) | 4.5 | $4.4M | 20k | 219.71 | |
| Eaton Corp SHS (ETN) | 4.4 | $4.3M | 13k | 318.51 | |
| Danaher Corporation (DHR) | 3.8 | $3.7M | 16k | 228.92 | |
| Agilent Technologies Inc C ommon (A) | 3.8 | $3.7M | 27k | 136.07 | |
| Accenture Plc Ireland Shs Class A (ACN) | 3.8 | $3.7M | 14k | 268.30 | |
| Avery Dennison Corporation (AVY) | 3.6 | $3.5M | 19k | 181.88 | |
| Starbucks Corporation (SBUX) | 3.6 | $3.5M | 41k | 84.21 | |
| Servicenow (NOW) | 3.2 | $3.1M | 20k | 153.19 | |
| Quanta Services (PWR) | 2.6 | $2.5M | 6.0k | 422.06 | |
| Cisco Systems (CSCO) | 2.5 | $2.4M | 31k | 77.03 | |
| Rockwell Automation (ROK) | 2.2 | $2.2M | 5.6k | 389.07 | |
| Iqvia Holdings (IQV) | 2.0 | $2.0M | 8.8k | 225.41 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $1.9M | 6.1k | 313.00 | |
| Veralto Corp Com Shs (VLTO) | 1.9 | $1.8M | 19k | 99.78 | |
| Carrier Global Corporation (CARR) | 1.8 | $1.7M | 33k | 52.84 | |
| Tetra Tech (TTEK) | 1.6 | $1.6M | 48k | 33.54 | |
| Nike CL B (NKE) | 1.6 | $1.6M | 25k | 63.71 | |
| salesforce (CRM) | 1.4 | $1.4M | 5.2k | 264.91 | |
| American Water Works (AWK) | 1.4 | $1.3M | 10k | 130.50 | |
| IDEXX Laboratories (IDXX) | 1.3 | $1.2M | 1.8k | 676.53 | |
| Stryker Corporation (SYK) | 1.2 | $1.1M | 3.3k | 351.47 | |
| Advanced Micro Devices (AMD) | 1.2 | $1.1M | 5.3k | 214.16 | |
| Edwards Lifesciences (EW) | 1.2 | $1.1M | 13k | 85.25 | |
| SYSCO Corporation (SYY) | 0.7 | $652k | 8.8k | 73.69 | |
| General Mills (GIS) | 0.6 | $626k | 14k | 46.50 |
