Ccm Investment Advisers as of June 30, 2025
Portfolio Holdings for Ccm Investment Advisers
Ccm Investment Advisers holds 71 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 4.2 | $39M | 249k | 157.99 | |
| Microsoft Corporation (MSFT) | 3.7 | $34M | 69k | 497.41 | |
| Broadcom (AVGO) | 3.5 | $32M | 118k | 275.65 | |
| Amazon (AMZN) | 3.4 | $31M | 142k | 219.39 | |
| Jabil Circuit (JBL) | 3.2 | $30M | 138k | 218.10 | |
| Facebook Inc cl a (META) | 3.0 | $28M | 38k | 738.10 | |
| Netflix (NFLX) | 3.0 | $28M | 21k | 1339.13 | |
| Alphabet Inc Class A cs (GOOGL) | 2.9 | $27M | 151k | 176.23 | |
| Apple (AAPL) | 2.8 | $26M | 126k | 205.17 | |
| Booking Holdings (BKNG) | 2.6 | $24M | 4.2k | 5789.95 | |
| Eaton (ETN) | 2.4 | $23M | 63k | 356.99 | |
| Seagate Technology (STX) | 2.4 | $22M | 154k | 144.33 | |
| Cisco Systems (CSCO) | 2.4 | $22M | 321k | 69.38 | |
| JPMorgan Chase & Co. (JPM) | 2.3 | $22M | 75k | 289.91 | |
| Caterpillar (CAT) | 2.3 | $22M | 56k | 388.22 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 2.1 | $20M | 39k | 509.31 | |
| Home Depot (HD) | 2.1 | $20M | 53k | 366.64 | |
| Wal-Mart Stores (WMT) | 2.1 | $20M | 200k | 97.78 | |
| Applied Materials (AMAT) | 2.0 | $19M | 101k | 183.07 | |
| salesforce (CRM) | 1.9 | $18M | 65k | 272.69 | |
| Visa (V) | 1.7 | $16M | 45k | 355.05 | |
| Berkshire Hathaway (BRK.B) | 1.7 | $16M | 32k | 485.77 | |
| Capital One Financial (COF) | 1.7 | $16M | 74k | 212.76 | |
| Evercore Partners (EVR) | 1.6 | $15M | 56k | 270.02 | |
| Abbvie (ABBV) | 1.6 | $15M | 81k | 185.62 | |
| Abbott Laboratories (ABT) | 1.6 | $15M | 111k | 136.01 | |
| Procter & Gamble Company (PG) | 1.6 | $15M | 94k | 159.32 | |
| Qualcomm (QCOM) | 1.5 | $14M | 89k | 159.26 | |
| Bank of America Corporation (BAC) | 1.5 | $14M | 297k | 47.32 | |
| Chubb (CB) | 1.5 | $14M | 48k | 289.72 | |
| Pepsi (PEP) | 1.5 | $14M | 105k | 132.04 | |
| Eli Lilly & Co. (LLY) | 1.5 | $14M | 17k | 779.53 | |
| Sherwin-Williams Company (SHW) | 1.4 | $13M | 39k | 343.36 | |
| Southern Company (SO) | 1.4 | $13M | 145k | 91.83 | |
| Merck & Co (MRK) | 1.4 | $13M | 167k | 79.16 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.4 | $13M | 30k | 445.20 | |
| Delta Air Lines (DAL) | 1.4 | $13M | 262k | 49.18 | |
| Thermo Fisher Scientific (TMO) | 1.4 | $13M | 31k | 405.46 | |
| Marathon Petroleum Corp (MPC) | 1.4 | $13M | 76k | 166.11 | |
| Fiserv (FI) | 1.3 | $12M | 71k | 172.41 | |
| Freeport-McMoRan Copper & Gold (FCX) | 1.3 | $12M | 278k | 43.35 | |
| FirstEnergy (FE) | 1.3 | $12M | 294k | 40.26 | |
| Walt Disney Company (DIS) | 1.3 | $12M | 95k | 124.01 | |
| General Motors Company (GM) | 1.3 | $12M | 238k | 49.21 | |
| Duke Energy (DUK) | 1.3 | $12M | 98k | 118.00 | |
| Phillips 66 (PSX) | 1.2 | $11M | 90k | 119.30 | |
| Equinix (EQIX) | 1.1 | $11M | 13k | 795.48 | |
| Chevron Corporation (CVX) | 1.1 | $10M | 73k | 143.19 | |
| Prologis (PLD) | 0.9 | $8.3M | 79k | 105.12 | |
| Lockheed Martin Corporation (LMT) | 0.9 | $8.2M | 18k | 463.14 | |
| Medtronic (MDT) | 0.9 | $8.1M | 93k | 87.17 | |
| Emcor (EME) | 0.9 | $7.9M | 15k | 534.89 | |
| Lam Research (LRCX) | 0.5 | $4.6M | 47k | 97.34 | |
| TJX Companies (TJX) | 0.5 | $4.3M | 35k | 123.49 | |
| UnitedHealth (UNH) | 0.3 | $2.6M | 8.4k | 311.99 | |
| Simon Property (SPG) | 0.2 | $2.0M | 13k | 160.76 | |
| O'reilly Automotive (ORLY) | 0.1 | $1.1M | 13k | 90.13 | |
| American Tower Reit (AMT) | 0.1 | $1.0M | 4.6k | 221.02 | |
| Ishares Bitcoin Tr (IBIT) | 0.1 | $850k | 14k | 61.21 | |
| Lowe's Companies (LOW) | 0.1 | $539k | 2.4k | 221.87 | |
| Spdr S&p 500 Etf (SPY) | 0.0 | $386k | 625.00 | 617.85 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $272k | 702.00 | 386.88 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $231k | 2.1k | 107.83 | |
| Public Storage P PFD (PSA.PJ) | 0.0 | $221k | 12k | 18.42 | |
| Schwab Government Money Inv MMF (SNVXX) | 0.0 | $211k | 211k | 1.00 | |
| Apollo P PFD (APOS) | 0.0 | $208k | 8.0k | 26.03 | |
| Alphabet Inc Class C cs (GOOG) | 0.0 | $208k | 1.2k | 177.39 | |
| JP Morgan P PFD | 0.0 | $202k | 8.0k | 25.21 | |
| Allstate Corporation (ALL) | 0.0 | $201k | 1.0k | 201.31 | |
| US Bancorp P PFD (USB.PR) | 0.0 | $193k | 12k | 16.11 | |
| Bank of America P PFD (BAC.PO) | 0.0 | $180k | 10k | 17.96 |
