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

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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

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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

View all past filings