Ccm Investment Advisers as of Sept. 30, 2025
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 | 217k | 186.58 | |
| Broadcom (AVGO) | 3.6 | $36M | 110k | 329.91 | |
| Alphabet Inc Class A cs (GOOGL) | 3.5 | $36M | 147k | 243.10 | |
| Microsoft Corporation (MSFT) | 3.3 | $34M | 65k | 517.95 | |
| Apple (AAPL) | 3.2 | $33M | 129k | 254.63 | |
| Amazon (AMZN) | 3.1 | $32M | 144k | 219.57 | |
| Jabil Circuit (JBL) | 2.9 | $29M | 134k | 217.17 | |
| Facebook Inc cl a (META) | 2.7 | $28M | 38k | 734.39 | |
| Seagate Technology (STX) | 2.7 | $27M | 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 | 61k | 374.25 | |
| Home Depot (HD) | 2.2 | $23M | 56k | 405.19 | |
| Booking Holdings (BKNG) | 2.1 | $22M | 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 | 34k | 502.74 | |
| Abbvie (ABBV) | 1.7 | $17M | 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 | 99k | 153.65 | |
| Pepsi (PEP) | 1.5 | $15M | 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 | 30k | 485.02 | |
| Southern Company (SO) | 1.4 | $14M | 148k | 94.77 | |
| Oracle Corporation (ORCL) | 1.4 | $14M | 50k | 281.24 | |
| Abbott Laboratories (ABT) | 1.4 | $14M | 104k | 133.94 | |
| Chubb (CB) | 1.4 | $14M | 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 | 221k | 60.97 | |
| Eli Lilly & Co. (LLY) | 1.3 | $13M | 18k | 763.00 | |
| Merck & Co (MRK) | 1.3 | $13M | 157k | 83.93 | |
| Phillips 66 (PSX) | 1.3 | $13M | 94k | 136.02 | |
| Duke Energy (DUK) | 1.2 | $12M | 100k | 123.75 | |
| KLA-Tencor Corporation (KLAC) | 1.2 | $12M | 11k | 1078.60 | |
| Lockheed Martin Corporation (LMT) | 1.2 | $12M | 24k | 499.21 | |
| Medtronic (MDT) | 1.2 | $12M | 124k | 95.24 | |
| Freeport-McMoRan Copper & Gold (FCX) | 1.1 | $12M | 295k | 39.22 | |
| Chevron Corporation (CVX) | 1.1 | $11M | 73k | 155.29 | |
| Advanced Micro Devices (AMD) | 1.1 | $11M | 69k | 161.79 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.1 | $11M | 28k | 391.64 | |
| Walt Disney Company (DIS) | 1.1 | $11M | 96k | 114.50 | |
| Equinix (EQIX) | 1.0 | $10M | 13k | 783.25 | |
| Prologis (PLD) | 1.0 | $10M | 88k | 114.52 | |
| Fiserv (FI) | 0.9 | $9.6M | 74k | 128.93 | |
| Synopsys (SNPS) | 0.9 | $9.5M | 19k | 493.39 | |
| Lam Research (LRCX) | 0.6 | $6.0M | 45k | 133.90 | |
| Emcor (EME) | 0.5 | $5.4M | 8.3k | 649.54 | |
| TJX Companies (TJX) | 0.5 | $5.0M | 35k | 144.54 | |
| salesforce (CRM) | 0.5 | $4.8M | 20k | 237.00 | |
| Monolithic Power Systems (MPWR) | 0.4 | $4.5M | 4.9k | 920.64 | |
| Simon Property (SPG) | 0.2 | $2.3M | 12k | 187.67 | |
| Qualcomm (QCOM) | 0.2 | $1.6M | 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 | 4.4k | 192.32 | |
| Victory 500 Index Reward MMF (USPRX) | 0.1 | $647k | 7.7k | 83.59 | |
| Lowe's Companies (LOW) | 0.1 | $609k | 2.4k | 251.31 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $587k | 2.4k | 243.55 | |
| Vanguard I/T Trsy Indx MMF | 0.1 | $541k | 27k | 20.22 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $514k | 2.4k | 215.79 | |
| Vanguard Short Term Trsy MMF (VFIRX) | 0.0 | $504k | 51k | 9.93 | |
| iShares S&P 500 Index (IVV) | 0.0 | $501k | 748.00 | 669.30 | |
| UnitedHealth (UNH) | 0.0 | $490k | 1.4k | 345.31 | |
| Spdr S&p 500 Etf (SPY) | 0.0 | $442k | 663.00 | 666.18 | |
| Coca-Cola Company (KO) | 0.0 | $275k | 4.2k | 66.32 | |
| MasterCard Incorporated (MA) | 0.0 | $261k | 459.00 | 568.81 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $256k | 726.00 | 352.75 | |
| Vanguard Total Stock Market ETF (VTI) | 0.0 | $256k | 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 | 772.00 | 303.89 | |
| AstraZeneca (AZN) | 0.0 | $233k | 3.0k | 76.72 | |
| Pimco Short Term MMF (PTSHX) | 0.0 | $227k | 23k | 9.67 | |
| AutoZone (AZO) | 0.0 | $219k | 51.00 | 4290.24 | |
| Allstate Corporation (ALL) | 0.0 | $215k | 1.0k | 214.65 | |
| General Dynamics Corporation (GD) | 0.0 | $213k | 625.00 | 341.00 | |
| Boston Scientific Corporation (BSX) | 0.0 | $213k | 2.2k | 97.63 | |
| Apollo P PFD (APOS) | 0.0 | $210k | 8.0k | 26.24 | |
| NVR (NVR) | 0.0 | $209k | 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 | 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 | 157k | 1.00 | |
| Pimco MMF (PIMIX) | 0.0 | $113k | 10k | 10.88 |
