Terra Alpha Investments LLC

Washington, DC · CIK 2055566 · 13F filing filed 2026-02-05

SEC-registered investment adviser since 2021 · limited liability company

Assets managed$193.0m
Staff9 · 6 in investment roles
Main clients (by assets)Private funds 92%, Charities 8%
Private funds3 (3 hedge) · $169.8m gross assets
Form ADV · 2026-03-12SEC adviser record

Kindhedge funds
Others nearbyWashington, DC

As an employer

Offices in1 country
Private fundshedge 3

$97.7m reported value -0.3% vs Q3 2025

32positions

55.1%in top 10

3 new 1 added 28 reduced 1 sold out vs Q3 2025

Holdings, Q4 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	25,168	$7.6m7.82%	7.82%	Reduced -502	-502 -2.0%
2	APPLE INC COM AAPL	AAPL	25,539	$6.9m7.10%	7.10%	Added +3.6k	+3,598 16.4%
3	NVIDIA CORPORATION COM NVDA	NVDA	37,186	$6.9m7.10%	7.10%	Reduced -688	-688 -1.8%
4	MICROSOFT CORP COM MSFT	MSFT	11,505	$5.6m5.69%	5.69%	Reduced -229	-229 -1.9%
5	TRANE TECHNOLOGIES PLC SHS TT	TT	12,831	$5.0m5.11%	5.11%	Reduced -258	-258 -2.0%
6	VISA INC COM CL A V	V	13,516	$4.7m4.85%	4.85%	Reduced -274	-274 -2.0%
7	XYLEM INC COM XYL	XYL	33,817	$4.6m4.71%	4.71%	Reduced -774	-774 -2.2%
8	WASTE MGMT INC DEL COM WM	WM	20,043	$4.4m4.51%	4.51%	Reduced -446	-446 -2.2%
9	EATON CORP PLC SHS ETN	ETN	13,353	$4.3m4.35%	4.35%	Reduced -274	-274 -2.0%
10	DANAHER CORPORATION COM DHR	DHR	16,373	$3.7m3.83%	3.83%	Reduced -340	-340 -2.0%
11	AGILENT TECHNOLOGIES INC COM A	A	27,439	$3.7m3.82%	3.82%	Reduced -570	-570 -2.0%
12	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	13,744	$3.7m3.77%	3.77%	Reduced -325	-325 -2.3%
13	AVERY DENNISON CORP COM AVY	AVY	19,179	$3.5m3.57%	3.57%	Reduced -393	-393 -2.0%
14	STARBUCKS CORP COM SBUX	SBUX	41,322	$3.5m3.56%	3.56%	Reduced -951	-951 -2.2%
15	SERVICENOW INC COM NOW	NOW	20,415	$3.1m3.20%	3.20%	Reduced -400	-400 -1.9%
16	QUANTA SVCS INC COM PWR	PWR	5,961	$2.5m2.57%	2.57%	Reduced -62	-62 -1.0%
17	CISCO SYS INC COM CSCO	CSCO	31,111	$2.4m2.45%	2.45%	Reduced -324	-324 -1.0%
18	ROCKWELL AUTOMATION INC COM ROK	ROK	5,608	$2.2m2.23%	2.23%	Reduced -58	-58 -1.0%
19	IQVIA HLDGS INC COM IQV	IQV	8,791	$2.0m2.03%	2.03%	Reduced -3.1k	-3,102 -26.1%
20	ALPHABET INC CAP STK CL A GOOGL	GOOGL	6,118	$1.9m1.96%	1.96%	New
21	VERALTO CORP COM SHS VLTO	VLTO	18,536	$1.8m1.89%	1.89%	Reduced -193	-193 -1.0%
22	CARRIER GLOBAL CORPORATION COM CARR	CARR	32,732	$1.7m1.77%	1.77%	Reduced -341	-341 -1.0%
23	TETRA TECH INC NEW COM TTEK	TTEK	47,464	$1.6m1.63%	1.63%	Reduced -494	-494 -1.0%
24	NIKE INC CL B NKE	NKE	24,708	$1.6m1.61%	1.61%	Reduced -257	-257 -1.0%
25	SALESFORCE INC COM CRM	CRM	5,165	$1.4m1.40%	1.40%	Reduced -54	-54 -1.0%
26	AMERICAN WTR WKS CO INC NEW COM AWK	AWK	10,337	$1.3m1.38%	1.38%	Reduced -108	-108 -1.0%
27	IDEXX LABS INC COM IDXX	IDXX	1,835	$1.2m1.27%	1.27%	New
28	STRYKER CORPORATION COM SYK	SYK	3,256	$1.1m1.17%	1.17%	Reduced -34	-34 -1.0%
29	ADVANCED MICRO DEVICES INC COM AMD	AMD	5,341	$1.1m1.17%	1.17%	New
30	EDWARDS LIFESCIENCES CORP COM EW	EW	13,283	$1.1m1.16%	1.16%	Reduced -8.8k	-8,767 -39.8%
31	SYSCO CORP COM SYY	SYY	8,843	$651.6k0.67%	0.67%	Reduced -10.6k	-10,595 -54.5%
32	GENERAL MLS INC COM GIS	GIS	13,455	$625.7k0.64%	0.64%	Reduced -10.4k	-10,442 -43.7%

Sold out since Q3 2025

Security	Ticker	Shares held before	Value then
GRAPHIC PACKAGING HLDG CO GPK	GPK	83,235	$1.6m83.2k shares