Ccm Investment Advisers
Latest statistics and disclosures from Ccm Investment Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, GOOGL, CAT, JBL, and represent 13.35% of Ccm Investment Advisers's stock portfolio.
- Added to shares of these 10 stocks: NKE (+$13M), OMC (+$13M), O (+$11M), CRM (+$9.5M), USB (+$8.0M), PFE (+$7.1M), TSLA, AMZN, MSFT, ADBE.
- Started 9 new stock positions in TSLA, O, NKE, OMC, CRM, USB, PFE, SPY, XOM.
- Reduced shares in these 10 stocks: TJX (-$13M), PEAK (-$11M), JNJ (-$11M), , , F (-$7.4M), CVX, CAT, MRK, ETN.
- Sold out of its positions in CMCSA, META, F, RF, MDT.
- Ccm Investment Advisers was a net seller of stock by $-26M.
- Ccm Investment Advisers has $630M in assets under management (AUM), dropping by 7.12%.
- 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

Portfolio Holdings for Ccm Investment Advisers
Ccm Investment Advisers holds 70 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 3.0 | $19M | -5% | 145k | 129.93 | |
Microsoft Corporation (MSFT) | 2.8 | $18M | +3% | 75k | 239.82 | |
Alphabet Inc Class A cs (GOOGL) | 2.6 | $16M | 184k | 88.23 | ||
Caterpillar (CAT) | 2.5 | $16M | -10% | 66k | 239.56 | |
Jabil Circuit (JBL) | 2.4 | $15M | -2% | 224k | 68.20 | |
Home Depot (HD) | 2.4 | $15M | -2% | 48k | 315.87 | |
Eaton (ETN) | 2.3 | $15M | -10% | 94k | 156.95 | |
Honeywell International (HON) | 2.3 | $14M | -5% | 67k | 214.30 | |
Visa (V) | 2.3 | $14M | -2% | 69k | 207.76 | |
Merck & Co (MRK) | 2.3 | $14M | -10% | 128k | 110.95 | |
UnitedHealth (UNH) | 2.2 | $14M | -4% | 27k | 530.20 | |
Broadcom (AVGO) | 2.2 | $14M | -6% | 25k | 559.14 | |
Abbvie (ABBV) | 2.2 | $14M | -4% | 86k | 161.61 | |
Allstate Corporation (ALL) | 2.2 | $14M | -8% | 101k | 135.60 | |
Setup an alertCcm Investment Advisers will file the next quarterly 13-HR in about 2 months. Would you like to be notified? |
||||||
JPMorgan Chase & Co. (JPM) | 2.1 | $13M | -3% | 100k | 134.10 | |
Southern Company (SO) | 2.1 | $13M | -10% | 186k | 71.41 | |
Fiserv (FISV) | 2.1 | $13M | 131k | 101.07 | ||
Cisco Systems (CSCO) | 2.1 | $13M | 277k | 47.64 | ||
Chevron Corporation (CVX) | 2.1 | $13M | -13% | 73k | 179.49 | |
Thermo Fisher Scientific (TMO) | 2.1 | $13M | -3% | 24k | 550.69 | |
Amazon (AMZN) | 2.0 | $13M | +6% | 153k | 84.00 | |
Chubb (CB) | 2.0 | $13M | -9% | 57k | 220.60 | |
Nike (NKE) | 2.0 | $13M | NEW | 108k | 117.01 | |
Marathon Petroleum Corp (MPC) | 2.0 | $13M | -8% | 107k | 116.39 | |
Omni (OMC) | 2.0 | $13M | NEW | 153k | 81.57 | |
Pepsi (PEP) | 1.9 | $12M | -3% | 65k | 180.66 | |
CVS Caremark Corporation (CVS) | 1.9 | $12M | -5% | 126k | 93.19 | |
Phillips 66 (PSX) | 1.8 | $11M | -6% | 108k | 104.08 | |
Realty Income (O) | 1.8 | $11M | NEW | 176k | 63.43 | |
Bank of America Corporation (BAC) | 1.8 | $11M | -7% | 333k | 33.12 | |
Bristol Myers Squibb (BMY) | 1.8 | $11M | -6% | 153k | 71.95 | |
United Parcel Service (UPS) | 1.7 | $11M | -11% | 63k | 173.84 | |
Evercore Partners (EVR) | 1.7 | $11M | -3% | 98k | 109.08 | |
Booking Holdings (BKNG) | 1.7 | $10M | -10% | 5.2k | 2015.47 | |
Wal-Mart Stores (WMT) | 1.6 | $10M | -3% | 73k | 141.79 | |
Procter & Gamble Company (PG) | 1.6 | $10M | -2% | 66k | 151.56 | |
Adobe Systems Incorporated (ADBE) | 1.6 | $9.9M | +4% | 29k | 336.53 | |
salesforce (CRM) | 1.5 | $9.5M | NEW | 72k | 132.59 | |
Gilead Sciences (GILD) | 1.5 | $9.2M | -9% | 107k | 85.85 | |
Sherwin-Williams Company (SHW) | 1.5 | $9.2M | -3% | 39k | 237.33 | |
Applied Materials (AMAT) | 1.5 | $9.1M | -6% | 94k | 97.38 | |
Nucor Corporation (NUE) | 1.4 | $8.6M | -4% | 65k | 131.81 | |
NVIDIA Corporation (NVDA) | 1.4 | $8.6M | -11% | 59k | 146.14 | |
Tyson Foods (TSN) | 1.3 | $8.2M | 132k | 62.25 | ||
U.S. Bancorp (USB) | 1.3 | $8.0M | NEW | 184k | 43.61 | |
Capital One Financial (COF) | 1.3 | $8.0M | -6% | 86k | 92.96 | |
Walt Disney Company (DIS) | 1.2 | $7.8M | -7% | 90k | 86.88 | |
Qualcomm (QCOM) | 1.2 | $7.7M | 70k | 109.94 | ||
Constellation Brands (STZ) | 1.2 | $7.6M | 33k | 231.75 | ||
Seagate Technology (STX) | 1.2 | $7.2M | +5% | 138k | 52.61 | |
Pfizer (PFE) | 1.1 | $7.1M | NEW | 138k | 51.24 | |
Intel Corporation (INTC) | 0.8 | $5.3M | -20% | 201k | 26.43 | |
TJX Companies (TJX) | 0.8 | $4.8M | -73% | 60k | 79.60 | |
Tesla Motors (TSLA) | 0.7 | $4.7M | NEW | 38k | 123.18 | |
Lam Research Corporation (LRCX) | 0.7 | $4.3M | -9% | 10k | 420.31 | |
PNC Financial Services (PNC) | 0.5 | $3.3M | -14% | 21k | 157.94 | |
O'reilly Automotive (ORLY) | 0.2 | $1.2M | -12% | 1.4k | 844.03 | |
Peak (PEAK) | 0.2 | $1.2M | -90% | 46k | 25.07 | |
Lowe's Companies (LOW) | 0.1 | $564k | 2.8k | 199.24 | ||
Zebra Technologies (ZBRA) | 0.1 | $526k | -6% | 2.1k | 256.41 | |
Eli Lilly & Co. (LLY) | 0.1 | $450k | -13% | 1.2k | 365.84 | |
Humana (HUM) | 0.1 | $415k | 811.00 | 512.22 | ||
Invesco Gold & Special Mnrls MMF | 0.1 | $391k | 18k | 21.70 | ||
At&t P PFD (TBC) | 0.0 | $272k | 12k | 22.70 | ||
Johnson & Johnson (JNJ) | 0.0 | $267k | -97% | 1.5k | 176.74 | |
Exxon Mobil Corporation (XOM) | 0.0 | $232k | NEW | 2.1k | 110.30 | |
Public Storage P PFD (PSA.PJ) | 0.0 | $232k | 12k | 19.30 | ||
Spdr S&p 500 Etf (SPY) | 0.0 | $205k | NEW | 535.00 | 382.43 | |
US Bancorp P PFD (USB.PR) | 0.0 | $195k | 12k | 16.24 | ||
Bank of America P PFD (BAC.PO) | 0.0 | $176k | 10k | 17.55 |
Past Filings by Ccm Investment Advisers
SEC 13F filings are viewable for Ccm Investment Advisers going back to 2011
- 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
- Ccm Investment Advisers 2021 Q3 filed Oct. 26, 2021
- Ccm Investment Advisers 2021 Q2 filed July 30, 2021
- Ccm Investment Advisers 2021 Q1 filed May 7, 2021
- Ccm Investment Advisers 2020 Q4 filed Feb. 25, 2021
- Ccm Investment Advisers 2020 Q3 filed Nov. 10, 2020
- Ccm Investment Advisers 2020 Q2 filed Aug. 10, 2020
- Ccm Investment Advisers 2020 Q1 filed May 22, 2020
- Ccm Investment Advisers 2019 Q4 filed Feb. 20, 2020
- Ccm Investment Advisers 2019 Q3 filed Nov. 19, 2019
- Ccm Investment Advisers 2019 Q2 filed Aug. 5, 2019
- Ccm Investment Advisers 2019 Q1 filed May 2, 2019