Ccm Investment Advisers
Latest statistics and disclosures from Ccm Investment Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, NVDA, STX, CAT, JBL, and represent 17.05% of Ccm Investment Advisers's stock portfolio.
- Added to shares of these 10 stocks: WM (+$6.8M), AME (+$6.4M), SMFG (+$6.0M), AEP, Technipfmc, ORCL, NFLX, SNPS, MSFT, STT.
- Started 9 new stock positions in SMFG, EXPE, AEP, PH, JNJ, WM, AME, Technipfmc, AZN.
- Reduced shares in these 10 stocks: DAL (-$8.0M), PSX (-$7.7M), BAC (-$6.2M), FE (-$5.1M), STX, AMAT, JBL, CAT, SO, GOOGL.
- Sold out of its positions in AstraZeneca, FCNCA, ISRG, Jp Morgan Chase Cap Xx1 p, SWVXX.
- Ccm Investment Advisers was a net seller of stock by $-9.1M.
- Ccm Investment Advisers has $1.0B in assets under management (AUM), dropping by -0.01%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Inc Class A cs (GOOGL) | 3.6 | $38M | -3% | 132k | 287.56 |
|
| NVIDIA Corporation (NVDA) | 3.5 | $36M | 209k | 174.40 |
|
|
| Seagate Technology (STX) | 3.4 | $36M | -10% | 92k | 391.76 |
|
| Caterpillar (CAT) | 3.3 | $35M | -4% | 49k | 708.47 |
|
| Jabil Circuit (JBL) | 3.2 | $33M | -5% | 124k | 265.63 |
|
| Apple (AAPL) | 3.0 | $31M | 124k | 253.79 |
|
|
| Amazon (AMZN) | 3.0 | $31M | 148k | 208.27 |
|
|
| Broadcom (AVGO) | 2.9 | $31M | 99k | 309.51 |
|
|
| Applied Materials (AMAT) | 2.8 | $29M | -8% | 85k | 341.79 |
|
| Microsoft Corporation (MSFT) | 2.4 | $25M | +5% | 68k | 370.17 |
|
| Wal-Mart Stores (WMT) | 2.4 | $25M | 200k | 124.28 |
|
|
| Netflix (NFLX) | 2.3 | $24M | +15% | 250k | 96.15 |
|
| Cisco Systems (CSCO) | 2.2 | $23M | 290k | 77.59 |
|
|
| Facebook Inc cl a (META) | 2.1 | $22M | 39k | 572.14 |
|
|
| Eaton (ETN) | 2.1 | $22M | 61k | 357.67 |
|
|
| JPMorgan Chase & Co. (JPM) | 2.0 | $21M | -5% | 72k | 294.16 |
|
| Home Depot (HD) | 1.9 | $20M | 59k | 328.90 |
|
|
| Marathon Petroleum Corp (MPC) | 1.7 | $18M | -2% | 74k | 244.18 |
|
| Merck & Co (MRK) | 1.7 | $18M | -2% | 150k | 120.29 |
|
| KLA-Tencor Corporation (KLAC) | 1.7 | $18M | 12k | 1472.42 |
|
|
| Berkshire Hathaway (BRK.B) | 1.7 | $17M | 36k | 479.20 |
|
|
| Booking Holdings (BKNG) | 1.6 | $17M | -2% | 4.0k | 4210.87 |
|
| Pepsi (PEP) | 1.6 | $17M | 107k | 155.29 |
|
|
| Chubb (CB) | 1.6 | $17M | 51k | 325.93 |
|
|
| Evercore Partners (EVR) | 1.6 | $16M | 55k | 298.51 |
|
|
| Freeport-McMoRan Copper & Gold (FCX) | 1.6 | $16M | -7% | 278k | 58.78 |
|
| Lockheed Martin Corporation (LMT) | 1.6 | $16M | 27k | 604.40 |
|
|
| Eli Lilly & Co. (LLY) | 1.5 | $16M | 17k | 919.78 |
|
|
| Abbvie (ABBV) | 1.5 | $15M | -2% | 71k | 217.49 |
|
| Advanced Micro Devices (AMD) | 1.4 | $15M | +4% | 74k | 203.43 |
|
| Crowdstrike Hldgs Inc cl a (CRWD) | 1.4 | $15M | +2% | 39k | 390.41 |
|
| Procter & Gamble Company (PG) | 1.4 | $15M | 104k | 144.44 |
|
|
| Chevron Corporation (CVX) | 1.4 | $15M | -2% | 72k | 206.90 |
|
| Southern Company (SO) | 1.4 | $14M | -8% | 150k | 96.52 |
|
| Visa (V) | 1.4 | $14M | 47k | 302.24 |
|
|
| Duke Energy (DUK) | 1.3 | $14M | +2% | 106k | 130.94 |
|
| General Motors Company (GM) | 1.3 | $14M | -4% | 185k | 74.50 |
|
| Capital One Financial (COF) | 1.3 | $14M | 75k | 182.43 |
|
|
| Thermo Fisher Scientific (TMO) | 1.3 | $13M | 27k | 491.53 |
|
|
| Sherwin-Williams Company (SHW) | 1.2 | $13M | 40k | 320.56 |
|
|
| Synopsys (SNPS) | 1.2 | $12M | +23% | 31k | 396.48 |
|
| Equinix (EQIX) | 1.2 | $12M | +3% | 13k | 980.27 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.1 | $12M | 26k | 446.54 |
|
|
| Prologis (PLD) | 1.1 | $12M | -2% | 87k | 132.18 |
|
| State Street Corporation (STT) | 1.0 | $11M | +8% | 84k | 126.56 |
|
| Abbott Laboratories (ABT) | 1.0 | $10M | 102k | 102.67 |
|
|
| Medtronic (MDT) | 1.0 | $10M | 120k | 86.65 |
|
|
| FirstEnergy (FE) | 1.0 | $10M | -32% | 204k | 50.66 |
|
| Oracle Corporation (ORCL) | 1.0 | $10M | +74% | 68k | 147.11 |
|
| Walt Disney Company (DIS) | 0.9 | $9.7M | 101k | 96.38 |
|
|
| Phillips 66 (PSX) | 0.9 | $9.5M | -44% | 52k | 182.18 |
|
| Lam Research (LRCX) | 0.9 | $9.0M | -3% | 42k | 213.66 |
|
| Bank of America Corporation (BAC) | 0.8 | $8.7M | -41% | 179k | 48.75 |
|
| Delta Air Lines (DAL) | 0.8 | $8.4M | -48% | 127k | 66.48 |
|
| Monolithic Power Systems (MPWR) | 0.8 | $8.3M | +7% | 7.6k | 1093.35 |
|
| Waste Management (WM) | 0.7 | $6.8M | NEW | 30k | 229.79 |
|
| Ametek (AME) | 0.6 | $6.4M | NEW | 30k | 214.36 |
|
| Sumitomo Mitsui Financial Grp (SMFG) | 0.6 | $6.0M | NEW | 306k | 19.75 |
|
| TJX Companies (TJX) | 0.5 | $5.3M | 33k | 159.70 |
|
|
| American Electric Power Company (AEP) | 0.4 | $4.6M | NEW | 35k | 131.08 |
|
| Technipfmc | 0.4 | $4.3M | NEW | 62k | 69.13 |
|
| Emcor (EME) | 0.4 | $3.9M | -7% | 5.2k | 738.31 |
|
| salesforce (CRM) | 0.3 | $2.6M | -15% | 14k | 186.67 |
|
| Simon Property (SPG) | 0.2 | $2.3M | 12k | 186.53 |
|
|
| O'reilly Automotive (ORLY) | 0.1 | $1.1M | 12k | 92.31 |
|
|
| Qualcomm (QCOM) | 0.1 | $665k | -9% | 5.2k | 128.80 |
|
| Alphabet Inc Class C cs (GOOG) | 0.1 | $657k | -10% | 2.3k | 286.86 |
|
| Victory 500 Index Reward MMF (USPRX) | 0.1 | $633k | 8.0k | 78.94 |
|
|
| iShares S&P 500 Index (IVV) | 0.1 | $570k | 873.00 | 653.21 |
|
|
| Ishares Bitcoin Tr (IBIT) | 0.1 | $534k | 14k | 38.42 |
|
|
| Lowe's Companies (LOW) | 0.0 | $520k | -9% | 2.2k | 236.28 |
|
| Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $473k | 2.2k | 215.06 |
|
|
| Spdr S&p 500 Etf (SPY) | 0.0 | $440k | 676.00 | 650.34 |
|
|
| Expedia (EXPE) | 0.0 | $394k | NEW | 1.7k | 230.90 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $336k | -5% | 2.0k | 169.72 |
|
| UnitedHealth (UNH) | 0.0 | $309k | -19% | 1.1k | 270.59 |
|
| Coca-Cola Company (KO) | 0.0 | $302k | 4.0k | 76.05 |
|
|
| Astrazeneca Plc Ord (AZN) | 0.0 | $294k | NEW | 1.5k | 197.22 |
|
| Fiserv (FISV) | 0.0 | $282k | -31% | 5.1k | 55.81 |
|
| Vanguard Total Stock Market ETF (VTI) | 0.0 | $250k | 779.00 | 320.81 |
|
|
| American Tower Reit (AMT) | 0.0 | $243k | -51% | 1.4k | 172.58 |
|
| MasterCard Incorporated (MA) | 0.0 | $241k | 482.00 | 499.66 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $240k | 772.00 | 310.79 |
|
|
| Amgen (AMGN) | 0.0 | $220k | 626.00 | 351.85 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $215k | 625.00 | 343.22 |
|
|
| Public Storage P PFD (PSA.PJ) | 0.0 | $214k | 12k | 17.86 |
|
|
| Johnson & Johnson (JNJ) | 0.0 | $213k | NEW | 872.00 | 244.50 |
|
| Allstate Corporation (ALL) | 0.0 | $207k | 1.0k | 207.34 |
|
|
| Apollo P PFD (APOS) | 0.0 | $203k | 8.0k | 25.43 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $202k | NEW | 226.00 | 895.24 |
|
| US Bancorp P PFD (USB.PR) | 0.0 | $187k | 12k | 15.60 |
|
|
| Bank of America P PFD (BAC.PO) | 0.0 | $176k | 10k | 17.56 |
|
|
| Schwab Government Money Inv MMF (SNVXX) | 0.0 | $131k | -18% | 131k | 1.00 |
|
Past Filings by Ccm Investment Advisers
SEC 13F filings are viewable for Ccm Investment Advisers going back to 2011
- Ccm Investment Advisers 2026 Q1 filed May 20, 2026
- 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