Ccm Investment Advisers
Latest statistics and disclosures from Ccm Investment Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AVGO, GOOGL, MSFT, AAPL, and represent 17.62% of Ccm Investment Advisers's stock portfolio.
- Added to shares of these 10 stocks: ORCL (+$14M), KLAC (+$12M), AMD (+$11M), SNPS (+$9.5M), MPWR, LMT, MDT, HD, PLD, BRK.B.
- Started 22 new stock positions in MPWR, SNPS, KLAC, TBB, AMD, VIG, BSX, PIMIX, VFIRX, VTI. AZN, ORCL, MA, AZO, NVR, Vanguard mutual funds -, IVV, GD, MCD, PTSHX, USPRX, KO.
- Reduced shares in these 10 stocks: QCOM (-$13M), CRM (-$11M), STX (-$9.1M), NVDA (-$5.9M), EME, AVGO, UNH, MSFT, ABBV, GOOGL.
- Ccm Investment Advisers was a net buyer of stock by $12M.
- Ccm Investment Advisers has $1.0B in assets under management (AUM), dropping by 9.36%.
- 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 93 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 | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 4.0 | $41M | -12% | 217k | 186.58 |
|
| Broadcom (AVGO) | 3.6 | $36M | -6% | 110k | 329.91 |
|
| Alphabet Inc Class A cs (GOOGL) | 3.5 | $36M | -2% | 147k | 243.10 |
|
| Microsoft Corporation (MSFT) | 3.3 | $34M | -5% | 65k | 517.95 |
|
| Apple (AAPL) | 3.2 | $33M | +2% | 129k | 254.63 |
|
| Amazon (AMZN) | 3.1 | $32M | 144k | 219.57 |
|
|
| Jabil Circuit (JBL) | 2.9 | $29M | -3% | 134k | 217.17 |
|
| Facebook Inc cl a (META) | 2.7 | $28M | 38k | 734.39 |
|
|
| Seagate Technology (STX) | 2.7 | $27M | -24% | 116k | 236.06 |
|
| Caterpillar (CAT) | 2.6 | $26M | 55k | 477.16 |
|
|
| Netflix (NFLX) | 2.4 | $24M | 20k | 1198.92 |
|
|
| JPMorgan Chase & Co. (JPM) | 2.4 | $24M | 76k | 315.43 |
|
|
| Eaton (ETN) | 2.3 | $23M | -2% | 61k | 374.25 |
|
| Home Depot (HD) | 2.2 | $23M | +4% | 56k | 405.19 |
|
| Booking Holdings (BKNG) | 2.1 | $22M | -4% | 4.0k | 5399.96 |
|
| Cisco Systems (CSCO) | 2.1 | $22M | 318k | 68.42 |
|
|
| Applied Materials (AMAT) | 2.1 | $21M | 103k | 204.74 |
|
|
| Wal-Mart Stores (WMT) | 2.1 | $21M | 204k | 103.06 |
|
|
| Crowdstrike Hldgs Inc cl a (CRWD) | 1.9 | $19M | 39k | 490.38 |
|
|
| Evercore Partners (EVR) | 1.9 | $19M | 56k | 337.32 |
|
|
| Berkshire Hathaway (BRK.B) | 1.7 | $17M | +5% | 34k | 502.74 |
|
| Abbvie (ABBV) | 1.7 | $17M | -9% | 74k | 231.54 |
|
| Capital One Financial (COF) | 1.6 | $16M | 74k | 212.58 |
|
|
| Visa (V) | 1.5 | $16M | 46k | 341.38 |
|
|
| Bank of America Corporation (BAC) | 1.5 | $16M | 301k | 51.59 |
|
|
| Procter & Gamble Company (PG) | 1.5 | $15M | +5% | 99k | 153.65 |
|
| Pepsi (PEP) | 1.5 | $15M | +2% | 108k | 140.44 |
|
| Marathon Petroleum Corp (MPC) | 1.4 | $15M | 76k | 192.74 |
|
|
| Delta Air Lines (DAL) | 1.4 | $15M | 257k | 56.75 |
|
|
| Thermo Fisher Scientific (TMO) | 1.4 | $15M | -4% | 30k | 485.02 |
|
| Southern Company (SO) | 1.4 | $14M | 148k | 94.77 |
|
|
| Oracle Corporation (ORCL) | 1.4 | $14M | NEW | 50k | 281.24 |
|
| Abbott Laboratories (ABT) | 1.4 | $14M | -6% | 104k | 133.94 |
|
| Chubb (CB) | 1.4 | $14M | +2% | 49k | 282.25 |
|
| Sherwin-Williams Company (SHW) | 1.4 | $14M | 40k | 346.27 |
|
|
| FirstEnergy (FE) | 1.3 | $14M | 297k | 45.82 |
|
|
| General Motors Company (GM) | 1.3 | $14M | -6% | 221k | 60.97 |
|
| Eli Lilly & Co. (LLY) | 1.3 | $13M | 18k | 763.00 |
|
|
| Merck & Co (MRK) | 1.3 | $13M | -6% | 157k | 83.93 |
|
| Phillips 66 (PSX) | 1.3 | $13M | +4% | 94k | 136.02 |
|
| Duke Energy (DUK) | 1.2 | $12M | 100k | 123.75 |
|
|
| KLA-Tencor Corporation (KLAC) | 1.2 | $12M | NEW | 11k | 1078.60 |
|
| Lockheed Martin Corporation (LMT) | 1.2 | $12M | +33% | 24k | 499.21 |
|
| Medtronic (MDT) | 1.2 | $12M | +33% | 124k | 95.24 |
|
| Freeport-McMoRan Copper & Gold (FCX) | 1.1 | $12M | +6% | 295k | 39.22 |
|
| Chevron Corporation (CVX) | 1.1 | $11M | 73k | 155.29 |
|
|
| Advanced Micro Devices (AMD) | 1.1 | $11M | NEW | 69k | 161.79 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.1 | $11M | -4% | 28k | 391.64 |
|
| Walt Disney Company (DIS) | 1.1 | $11M | 96k | 114.50 |
|
|
| Equinix (EQIX) | 1.0 | $10M | -2% | 13k | 783.25 |
|
| Prologis (PLD) | 1.0 | $10M | +10% | 88k | 114.52 |
|
| Fiserv (FI) | 0.9 | $9.6M | +4% | 74k | 128.93 |
|
| Synopsys (SNPS) | 0.9 | $9.5M | NEW | 19k | 493.39 |
|
| Lam Research (LRCX) | 0.6 | $6.0M | -5% | 45k | 133.90 |
|
| Emcor (EME) | 0.5 | $5.4M | -44% | 8.3k | 649.54 |
|
| TJX Companies (TJX) | 0.5 | $5.0M | 35k | 144.54 |
|
|
| salesforce (CRM) | 0.5 | $4.8M | -68% | 20k | 237.00 |
|
| Monolithic Power Systems (MPWR) | 0.4 | $4.5M | NEW | 4.9k | 920.64 |
|
| Simon Property (SPG) | 0.2 | $2.3M | -2% | 12k | 187.67 |
|
| Qualcomm (QCOM) | 0.2 | $1.6M | -88% | 9.9k | 166.37 |
|
| O'reilly Automotive (ORLY) | 0.1 | $1.3M | 12k | 107.81 |
|
|
| Ishares Bitcoin Tr (IBIT) | 0.1 | $903k | 14k | 65.00 |
|
|
| American Tower Reit (AMT) | 0.1 | $846k | -5% | 4.4k | 192.32 |
|
| Victory 500 Index Reward MMF (USPRX) | 0.1 | $647k | NEW | 7.7k | 83.59 |
|
| Lowe's Companies (LOW) | 0.1 | $609k | 2.4k | 251.31 |
|
|
| Alphabet Inc Class C cs (GOOG) | 0.1 | $587k | +105% | 2.4k | 243.55 |
|
| Vanguard I/T Trsy Indx MMF | 0.1 | $541k | NEW | 27k | 20.22 |
|
| Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $514k | NEW | 2.4k | 215.79 |
|
| Vanguard Short Term Trsy MMF (VFIRX) | 0.0 | $504k | NEW | 51k | 9.93 |
|
| iShares S&P 500 Index (IVV) | 0.0 | $501k | NEW | 748.00 | 669.30 |
|
| UnitedHealth (UNH) | 0.0 | $490k | -83% | 1.4k | 345.31 |
|
| Spdr S&p 500 Etf (SPY) | 0.0 | $442k | +6% | 663.00 | 666.18 |
|
| Coca-Cola Company (KO) | 0.0 | $275k | NEW | 4.2k | 66.32 |
|
| MasterCard Incorporated (MA) | 0.0 | $261k | NEW | 459.00 | 568.81 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $256k | +3% | 726.00 | 352.75 |
|
| Vanguard Total Stock Market ETF (VTI) | 0.0 | $256k | NEW | 779.00 | 328.17 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $245k | 2.2k | 112.79 |
|
|
| Public Storage P PFD (PSA.PJ) | 0.0 | $239k | 12k | 19.94 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $235k | NEW | 772.00 | 303.89 |
|
| AstraZeneca (AZN) | 0.0 | $233k | NEW | 3.0k | 76.72 |
|
| Pimco Short Term MMF (PTSHX) | 0.0 | $227k | NEW | 23k | 9.67 |
|
| AutoZone (AZO) | 0.0 | $219k | NEW | 51.00 | 4290.24 |
|
| Allstate Corporation (ALL) | 0.0 | $215k | 1.0k | 214.65 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $213k | NEW | 625.00 | 341.00 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $213k | NEW | 2.2k | 97.63 |
|
| Apollo P PFD (APOS) | 0.0 | $210k | 8.0k | 26.24 |
|
|
| NVR (NVR) | 0.0 | $209k | NEW | 26.00 | 8034.65 |
|
| JP Morgan P PFD | 0.0 | $203k | 8.0k | 25.36 |
|
|
| US Bancorp P PFD (USB.PR) | 0.0 | $202k | 12k | 16.85 |
|
|
| At&t P PFD (TBB) | 0.0 | $202k | NEW | 8.8k | 23.05 |
|
| Bank of America P PFD (BAC.PO) | 0.0 | $186k | 10k | 18.58 |
|
|
| Schwab Government Money Inv MMF (SNVXX) | 0.0 | $157k | -25% | 157k | 1.00 |
|
| Pimco MMF (PIMIX) | 0.0 | $113k | NEW | 10k | 10.88 |
|
Past Filings by Ccm Investment Advisers
SEC 13F filings are viewable for Ccm Investment Advisers going back to 2011
- 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
- Ccm Investment Advisers 2021 Q4 filed Feb. 1, 2022