Ccm Investment Advisers
Latest statistics and disclosures from Ccm Investment Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, NVDA, AVGO, AAPL, AMZN, and represent 17.77% of Ccm Investment Advisers's stock portfolio.
- Added to shares of these 10 stocks: NFLX (+$18M), STT (+$9.9M), SNPS, MPWR, LMT, SO, KLAC, HD, BRK.B, AMZN.
- Started 5 new stock positions in AMGN, SWVXX, STT, ISRG, FCNCA.
- Reduced shares in these 10 stocks: FI, STX, GOOGL, AVGO, AMAT, GM, CAT, ORCL, CSCO, EME.
- Sold out of its positions in TBB, ADBE, AZO, BSX, NVR, PTSHX, PIMIX, VFIRX, Vanguard mutual funds -.
- Ccm Investment Advisers was a net buyer of stock by $7.1M.
- Ccm Investment Advisers has $1.0B in assets under management (AUM), dropping by 2.90%.
- Central Index Key (CIK): 0000931097
Tip: Access up to 7 years of quarterly data
Positions held by Ccm Investment Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Ccm Investment Advisers
Ccm Investment Advisers holds 89 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 | |
|---|---|---|---|---|---|---|
| Alphabet Inc Class A cs (GOOGL) | 4.1 | $43M | -6% | 137k | 313.00 |
|
| NVIDIA Corporation (NVDA) | 3.8 | $40M | 213k | 186.50 |
|
|
| Broadcom (AVGO) | 3.3 | $35M | -8% | 101k | 346.10 |
|
| Apple (AAPL) | 3.3 | $34M | -2% | 126k | 271.86 |
|
| Amazon (AMZN) | 3.3 | $34M | +2% | 147k | 230.82 |
|
| Microsoft Corporation (MSFT) | 3.0 | $31M | 64k | 483.62 |
|
|
| Jabil Circuit (JBL) | 2.9 | $30M | 132k | 228.02 |
|
|
| Caterpillar (CAT) | 2.8 | $29M | -6% | 51k | 572.88 |
|
| Seagate Technology (STX) | 2.7 | $28M | -11% | 102k | 275.39 |
|
| Facebook Inc cl a (META) | 2.5 | $26M | +2% | 39k | 660.10 |
|
| JPMorgan Chase & Co. (JPM) | 2.3 | $25M | 76k | 322.22 |
|
|
| Applied Materials (AMAT) | 2.3 | $24M | -10% | 92k | 256.99 |
|
| Cisco Systems (CSCO) | 2.2 | $23M | -6% | 295k | 77.03 |
|
| Wal-Mart Stores (WMT) | 2.2 | $23M | 203k | 111.41 |
|
|
| Booking Holdings (BKNG) | 2.1 | $22M | 4.1k | 5356.01 |
|
|
| Home Depot (HD) | 2.0 | $21M | +6% | 59k | 344.10 |
|
| Netflix (NFLX) | 1.9 | $20M | +970% | 217k | 93.76 |
|
| Eaton (ETN) | 1.9 | $20M | 62k | 318.51 |
|
|
| Evercore Partners (EVR) | 1.8 | $19M | 56k | 340.25 |
|
|
| Eli Lilly & Co. (LLY) | 1.8 | $18M | -2% | 17k | 1074.69 |
|
| Berkshire Hathaway (BRK.B) | 1.7 | $18M | +5% | 36k | 502.65 |
|
| Capital One Financial (COF) | 1.7 | $18M | 75k | 242.36 |
|
|
| Crowdstrike Hldgs Inc cl a (CRWD) | 1.7 | $18M | -2% | 38k | 468.76 |
|
| Delta Air Lines (DAL) | 1.6 | $17M | -4% | 247k | 69.40 |
|
| Bank of America Corporation (BAC) | 1.6 | $17M | 306k | 55.00 |
|
|
| Visa (V) | 1.6 | $17M | +3% | 48k | 350.71 |
|
| Abbvie (ABBV) | 1.6 | $17M | 73k | 228.49 |
|
|
| Merck & Co (MRK) | 1.5 | $16M | -2% | 153k | 105.26 |
|
| Thermo Fisher Scientific (TMO) | 1.5 | $16M | -7% | 28k | 579.45 |
|
| Chubb (CB) | 1.5 | $16M | +4% | 51k | 312.12 |
|
| General Motors Company (GM) | 1.5 | $16M | -12% | 193k | 81.32 |
|
| Pepsi (PEP) | 1.5 | $15M | 108k | 143.52 |
|
|
| Freeport-McMoRan Copper & Gold (FCX) | 1.5 | $15M | 301k | 50.79 |
|
|
| Advanced Micro Devices (AMD) | 1.4 | $15M | +2% | 71k | 214.16 |
|
| Procter & Gamble Company (PG) | 1.4 | $15M | +4% | 104k | 143.31 |
|
| KLA-Tencor Corporation (KLAC) | 1.4 | $15M | +9% | 12k | 1215.08 |
|
| Southern Company (SO) | 1.4 | $14M | +10% | 163k | 87.20 |
|
| FirstEnergy (FE) | 1.3 | $14M | +2% | 305k | 44.77 |
|
| Lockheed Martin Corporation (LMT) | 1.3 | $13M | +15% | 28k | 483.68 |
|
| Sherwin-Williams Company (SHW) | 1.2 | $13M | 40k | 324.04 |
|
|
| Abbott Laboratories (ABT) | 1.2 | $13M | 103k | 125.29 |
|
|
| Marathon Petroleum Corp (MPC) | 1.2 | $12M | 76k | 162.63 |
|
|
| Phillips 66 (PSX) | 1.2 | $12M | 95k | 129.04 |
|
|
| Duke Energy (DUK) | 1.2 | $12M | +3% | 104k | 117.21 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.1 | $12M | -7% | 26k | 453.36 |
|
| Synopsys (SNPS) | 1.1 | $12M | +30% | 25k | 469.72 |
|
| Medtronic (MDT) | 1.1 | $12M | 121k | 96.06 |
|
|
| Walt Disney Company (DIS) | 1.1 | $12M | +5% | 102k | 113.77 |
|
| Prologis (PLD) | 1.1 | $11M | +2% | 90k | 127.66 |
|
| Chevron Corporation (CVX) | 1.1 | $11M | 74k | 152.41 |
|
|
| State Street Corporation (STT) | 0.9 | $9.9M | NEW | 77k | 129.01 |
|
| Equinix (EQIX) | 0.9 | $9.2M | -6% | 12k | 766.18 |
|
| Oracle Corporation (ORCL) | 0.7 | $7.6M | -21% | 39k | 194.91 |
|
| Lam Research (LRCX) | 0.7 | $7.5M | 44k | 171.18 |
|
|
| Monolithic Power Systems (MPWR) | 0.6 | $6.4M | +43% | 7.1k | 906.36 |
|
| TJX Companies (TJX) | 0.5 | $5.1M | -2% | 33k | 153.61 |
|
| salesforce (CRM) | 0.4 | $4.4M | -17% | 17k | 264.91 |
|
| Emcor (EME) | 0.3 | $3.5M | -31% | 5.7k | 611.79 |
|
| Simon Property (SPG) | 0.2 | $2.2M | 12k | 185.11 |
|
|
| O'reilly Automotive (ORLY) | 0.1 | $1.1M | -4% | 12k | 91.21 |
|
| Qualcomm (QCOM) | 0.1 | $975k | -42% | 5.7k | 171.08 |
|
| Alphabet Inc Class C cs (GOOG) | 0.1 | $806k | +6% | 2.6k | 313.80 |
|
| Ishares Bitcoin Tr (IBIT) | 0.1 | $689k | 14k | 49.65 |
|
|
| Victory 500 Index Reward MMF (USPRX) | 0.1 | $662k | +3% | 8.0k | 82.75 |
|
| iShares S&P 500 Index (IVV) | 0.1 | $598k | +16% | 873.00 | 684.94 |
|
| Lowe's Companies (LOW) | 0.1 | $585k | 2.4k | 241.16 |
|
|
| American Tower Reit (AMT) | 0.0 | $509k | -34% | 2.9k | 175.57 |
|
| Fiserv (FI) | 0.0 | $494k | -90% | 7.3k | 67.17 |
|
| Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $484k | -7% | 2.2k | 219.78 |
|
| UnitedHealth (UNH) | 0.0 | $469k | 1.4k | 330.11 |
|
|
| Spdr S&p 500 Etf (SPY) | 0.0 | $460k | 674.00 | 681.92 |
|
|
| MasterCard Incorporated (MA) | 0.0 | $278k | +6% | 487.00 | 570.88 |
|
| Coca-Cola Company (KO) | 0.0 | $278k | -4% | 4.0k | 69.91 |
|
| AstraZeneca (AZN) | 0.0 | $275k | 3.0k | 91.93 |
|
|
| Vanguard Total Stock Market ETF (VTI) | 0.0 | $261k | 779.00 | 335.27 |
|
|
| Exxon Mobil Corporation (XOM) | 0.0 | $253k | -3% | 2.1k | 120.38 |
|
| McDonald's Corporation (MCD) | 0.0 | $236k | 772.00 | 305.63 |
|
|
| Public Storage P PFD (PSA.PJ) | 0.0 | $224k | 12k | 18.66 |
|
|
| Intuitive Surgical (ISRG) | 0.0 | $220k | NEW | 388.00 | 566.36 |
|
| First Citizens BancShares (FCNCA) | 0.0 | $215k | NEW | 100.00 | 2146.18 |
|
| Apollo P PFD (APOS) | 0.0 | $211k | 8.0k | 26.34 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $210k | 625.00 | 336.66 |
|
|
| Allstate Corporation (ALL) | 0.0 | $208k | 1.0k | 208.15 |
|
|
| Amgen (AMGN) | 0.0 | $207k | NEW | 631.00 | 327.31 |
|
| JP Morgan P PFD | 0.0 | $201k | 8.0k | 25.14 |
|
|
| US Bancorp P PFD (USB.PR) | 0.0 | $196k | 12k | 16.34 |
|
|
| Bank of America P PFD (BAC.PO) | 0.0 | $181k | 10k | 18.14 |
|
|
| Schwab Government Money Inv MMF (SNVXX) | 0.0 | $160k | 160k | 1.00 |
|
|
| Schwab Value Adv MMF MMF (SWVXX) | 0.0 | $15k | NEW | 15k | 1.00 |
|
Past Filings by Ccm Investment Advisers
SEC 13F filings are viewable for Ccm Investment Advisers going back to 2011
- Ccm Investment Advisers 2025 Q4 filed Jan. 12, 2026
- Ccm Investment Advisers 2025 Q3 filed Oct. 10, 2025
- Ccm Investment Advisers 2025 Q2 filed July 15, 2025
- Ccm Investment Advisers 2025 Q1 filed April 16, 2025
- Ccm Investment Advisers 2024 Q4 filed Jan. 10, 2025
- Ccm Investment Advisers 2024 Q3 filed Oct. 9, 2024
- Ccm Investment Advisers 2024 Q2 filed July 11, 2024
- Ccm Investment Advisers 2024 Q1 filed May 17, 2024
- Ccm Investment Advisers 2023 Q4 filed March 5, 2024
- Ccm Investment Advisers 2023 Q3 filed Dec. 8, 2023
- Ccm Investment Advisers 2023 Q2 filed Aug. 21, 2023
- Ccm Investment Advisers 2023 Q1 filed May 17, 2023
- Ccm Investment Advisers 2022 Q4 filed Feb. 15, 2023
- Ccm Investment Advisers 2022 Q3 filed Nov. 9, 2022
- Ccm Investment Advisers 2022 Q2 filed July 27, 2022
- Ccm Investment Advisers 2022 Q1 filed May 3, 2022