Ccm Investment Advisers as of Dec. 31, 2025
Portfolio Holdings for Ccm Investment Advisers
Ccm Investment Advisers holds 89 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Inc Class A cs (GOOGL) | 4.1 | $43M | 137k | 313.00 | |
| NVIDIA Corporation (NVDA) | 3.8 | $40M | 213k | 186.50 | |
| Broadcom (AVGO) | 3.3 | $35M | 101k | 346.10 | |
| Apple (AAPL) | 3.3 | $34M | 126k | 271.86 | |
| Amazon (AMZN) | 3.3 | $34M | 147k | 230.82 | |
| Microsoft Corporation (MSFT) | 3.0 | $31M | 64k | 483.62 | |
| Jabil Circuit (JBL) | 2.9 | $30M | 132k | 228.02 | |
| Caterpillar (CAT) | 2.8 | $29M | 51k | 572.88 | |
| Seagate Technology (STX) | 2.7 | $28M | 102k | 275.39 | |
| Facebook Inc cl a (META) | 2.5 | $26M | 39k | 660.10 | |
| JPMorgan Chase & Co. (JPM) | 2.3 | $25M | 76k | 322.22 | |
| Applied Materials (AMAT) | 2.3 | $24M | 92k | 256.99 | |
| Cisco Systems (CSCO) | 2.2 | $23M | 295k | 77.03 | |
| Wal-Mart Stores (WMT) | 2.2 | $23M | 203k | 111.41 | |
| Booking Holdings (BKNG) | 2.1 | $22M | 4.1k | 5356.01 | |
| Home Depot (HD) | 2.0 | $21M | 59k | 344.10 | |
| Netflix (NFLX) | 1.9 | $20M | 217k | 93.76 | |
| Eaton (ETN) | 1.9 | $20M | 62k | 318.51 | |
| Evercore Partners (EVR) | 1.8 | $19M | 56k | 340.25 | |
| Eli Lilly & Co. (LLY) | 1.8 | $18M | 17k | 1074.69 | |
| Berkshire Hathaway (BRK.B) | 1.7 | $18M | 36k | 502.65 | |
| Capital One Financial (COF) | 1.7 | $18M | 75k | 242.36 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 1.7 | $18M | 38k | 468.76 | |
| Delta Air Lines (DAL) | 1.6 | $17M | 247k | 69.40 | |
| Bank of America Corporation (BAC) | 1.6 | $17M | 306k | 55.00 | |
| Visa (V) | 1.6 | $17M | 48k | 350.71 | |
| Abbvie (ABBV) | 1.6 | $17M | 73k | 228.49 | |
| Merck & Co (MRK) | 1.5 | $16M | 153k | 105.26 | |
| Thermo Fisher Scientific (TMO) | 1.5 | $16M | 28k | 579.45 | |
| Chubb (CB) | 1.5 | $16M | 51k | 312.12 | |
| General Motors Company (GM) | 1.5 | $16M | 193k | 81.32 | |
| Pepsi (PEP) | 1.5 | $15M | 108k | 143.52 | |
| Freeport-McMoRan Copper & Gold (FCX) | 1.5 | $15M | 301k | 50.79 | |
| Advanced Micro Devices (AMD) | 1.4 | $15M | 71k | 214.16 | |
| Procter & Gamble Company (PG) | 1.4 | $15M | 104k | 143.31 | |
| KLA-Tencor Corporation (KLAC) | 1.4 | $15M | 12k | 1215.08 | |
| Southern Company (SO) | 1.4 | $14M | 163k | 87.20 | |
| FirstEnergy (FE) | 1.3 | $14M | 305k | 44.77 | |
| Lockheed Martin Corporation (LMT) | 1.3 | $13M | 28k | 483.68 | |
| Sherwin-Williams Company (SHW) | 1.2 | $13M | 40k | 324.04 | |
| Abbott Laboratories (ABT) | 1.2 | $13M | 103k | 125.29 | |
| Marathon Petroleum Corp (MPC) | 1.2 | $12M | 76k | 162.63 | |
| Phillips 66 (PSX) | 1.2 | $12M | 95k | 129.04 | |
| Duke Energy (DUK) | 1.2 | $12M | 104k | 117.21 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.1 | $12M | 26k | 453.36 | |
| Synopsys (SNPS) | 1.1 | $12M | 25k | 469.72 | |
| Medtronic (MDT) | 1.1 | $12M | 121k | 96.06 | |
| Walt Disney Company (DIS) | 1.1 | $12M | 102k | 113.77 | |
| Prologis (PLD) | 1.1 | $11M | 90k | 127.66 | |
| Chevron Corporation (CVX) | 1.1 | $11M | 74k | 152.41 | |
| State Street Corporation (STT) | 0.9 | $9.9M | 77k | 129.01 | |
| Equinix (EQIX) | 0.9 | $9.2M | 12k | 766.18 | |
| Oracle Corporation (ORCL) | 0.7 | $7.6M | 39k | 194.91 | |
| Lam Research (LRCX) | 0.7 | $7.5M | 44k | 171.18 | |
| Monolithic Power Systems (MPWR) | 0.6 | $6.4M | 7.1k | 906.36 | |
| TJX Companies (TJX) | 0.5 | $5.1M | 33k | 153.61 | |
| salesforce (CRM) | 0.4 | $4.4M | 17k | 264.91 | |
| Emcor (EME) | 0.3 | $3.5M | 5.7k | 611.79 | |
| Simon Property (SPG) | 0.2 | $2.2M | 12k | 185.11 | |
| O'reilly Automotive (ORLY) | 0.1 | $1.1M | 12k | 91.21 | |
| Qualcomm (QCOM) | 0.1 | $975k | 5.7k | 171.08 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $806k | 2.6k | 313.80 | |
| Ishares Bitcoin Tr (IBIT) | 0.1 | $689k | 14k | 49.65 | |
| Victory 500 Index Reward MMF (USPRX) | 0.1 | $662k | 8.0k | 82.75 | |
| iShares S&P 500 Index (IVV) | 0.1 | $598k | 873.00 | 684.94 | |
| Lowe's Companies (LOW) | 0.1 | $585k | 2.4k | 241.16 | |
| American Tower Reit (AMT) | 0.0 | $509k | 2.9k | 175.57 | |
| Fiserv (FI) | 0.0 | $494k | 7.3k | 67.17 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $484k | 2.2k | 219.78 | |
| UnitedHealth (UNH) | 0.0 | $469k | 1.4k | 330.11 | |
| Spdr S&p 500 Etf (SPY) | 0.0 | $460k | 674.00 | 681.92 | |
| MasterCard Incorporated (MA) | 0.0 | $278k | 487.00 | 570.88 | |
| Coca-Cola Company (KO) | 0.0 | $278k | 4.0k | 69.91 | |
| AstraZeneca (AZN) | 0.0 | $275k | 3.0k | 91.93 | |
| Vanguard Total Stock Market ETF (VTI) | 0.0 | $261k | 779.00 | 335.27 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $253k | 2.1k | 120.38 | |
| McDonald's Corporation (MCD) | 0.0 | $236k | 772.00 | 305.63 | |
| Public Storage P PFD (PSA.PJ) | 0.0 | $224k | 12k | 18.66 | |
| Intuitive Surgical (ISRG) | 0.0 | $220k | 388.00 | 566.36 | |
| First Citizens BancShares (FCNCA) | 0.0 | $215k | 100.00 | 2146.18 | |
| Apollo P PFD (APOS) | 0.0 | $211k | 8.0k | 26.34 | |
| General Dynamics Corporation (GD) | 0.0 | $210k | 625.00 | 336.66 | |
| Allstate Corporation (ALL) | 0.0 | $208k | 1.0k | 208.15 | |
| Amgen (AMGN) | 0.0 | $207k | 631.00 | 327.31 | |
| JP Morgan P PFD | 0.0 | $201k | 8.0k | 25.14 | |
| US Bancorp P PFD (USB.PR) | 0.0 | $196k | 12k | 16.34 | |
| Bank of America P PFD (BAC.PO) | 0.0 | $181k | 10k | 18.14 | |
| Schwab Government Money Inv MMF (SNVXX) | 0.0 | $160k | 160k | 1.00 | |
| Schwab Value Adv MMF MMF (SWVXX) | 0.0 | $15k | 15k | 1.00 |
