Ccm Investment Advisers as of June 30, 2026
Portfolio Holdings for Ccm Investment Advisers
Ccm Investment Advisers holds 88 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Seagate Technology (STX) | 5.0 | $65M | 67k | 965.01 | |
| Applied Materials (AMAT) | 4.4 | $57M | 78k | 723.00 | |
| Caterpillar (CAT) | 3.6 | $47M | 44k | 1064.92 | |
| Alphabet Inc Class A cs (GOOGL) | 3.4 | $44M | 123k | 357.37 | |
| Jabil Circuit (JBL) | 3.3 | $43M | 111k | 385.48 | |
| NVIDIA Corporation (NVDA) | 3.3 | $43M | 214k | 200.09 | |
| KLA-Tencor Corporation (KLAC) | 2.8 | $37M | 122k | 301.71 | |
| Amazon (AMZN) | 2.8 | $37M | 154k | 238.34 | |
| Apple (AAPL) | 2.8 | $37M | 126k | 289.36 | |
| Advanced Micro Devices (AMD) | 2.7 | $35M | 61k | 580.91 | |
| Broadcom (AVGO) | 2.6 | $34M | 90k | 377.75 | |
| Cisco Systems (CSCO) | 2.6 | $33M | 281k | 117.46 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 2.2 | $29M | 38k | 763.14 | |
| Microsoft Corporation (MSFT) | 2.2 | $28M | 75k | 373.02 | |
| Eaton (ETN) | 2.0 | $26M | 62k | 426.12 | |
| Home Depot (HD) | 1.9 | $24M | 69k | 352.68 | |
| JPMorgan Chase & Co. (JPM) | 1.8 | $24M | 73k | 327.33 | |
| Wal-Mart Stores (WMT) | 1.8 | $23M | 206k | 113.26 | |
| Facebook Inc cl a (META) | 1.8 | $23M | 41k | 563.30 | |
| Eli Lilly & Co. (LLY) | 1.7 | $21M | 18k | 1199.44 | |
| Netflix (NFLX) | 1.6 | $21M | 297k | 71.40 | |
| Booking Holdings (BKNG) | 1.5 | $20M | 110k | 178.24 | |
| Merck & Co (MRK) | 1.5 | $19M | 149k | 128.50 | |
| Evercore Partners (EVR) | 1.5 | $19M | 55k | 341.44 | |
| Berkshire Hathaway (BRK.B) | 1.5 | $19M | 38k | 500.39 | |
| Marathon Petroleum Corp (MPC) | 1.4 | $19M | 73k | 255.67 | |
| Abbvie (ABBV) | 1.4 | $19M | 74k | 251.64 | |
| Procter & Gamble Company (PG) | 1.4 | $18M | 125k | 146.64 | |
| Freeport-McMoRan Copper & Gold (FCX) | 1.4 | $18M | 288k | 62.89 | |
| Synopsys (SNPS) | 1.4 | $18M | 41k | 446.07 | |
| Chubb (CB) | 1.4 | $18M | 52k | 340.74 | |
| Capital One Financial (COF) | 1.3 | $17M | 85k | 200.62 | |
| Lockheed Martin Corporation (LMT) | 1.3 | $17M | 34k | 509.47 | |
| Visa (V) | 1.3 | $17M | 49k | 343.09 | |
| Waste Management (WM) | 1.3 | $17M | 74k | 222.88 | |
| State Street Corporation (STT) | 1.3 | $16M | 96k | 169.60 | |
| Sumitomo Mitsui Financial Grp (SMFG) | 1.2 | $16M | 678k | 23.58 | |
| General Motors Company (GM) | 1.2 | $16M | 201k | 77.08 | |
| Sherwin-Williams Company (SHW) | 1.2 | $15M | 44k | 344.33 | |
| Pepsi (PEP) | 1.2 | $15M | 112k | 135.40 | |
| Southern Company (SO) | 1.1 | $15M | 154k | 95.71 | |
| Thermo Fisher Scientific (TMO) | 1.1 | $14M | 28k | 501.36 | |
| Ametek (AME) | 1.1 | $14M | 57k | 241.94 | |
| Duke Energy (DUK) | 1.1 | $14M | 108k | 126.58 | |
| Equinix (EQIX) | 1.0 | $13M | 13k | 1042.42 | |
| Monolithic Power Systems (MPWR) | 1.0 | $13M | 9.6k | 1382.36 | |
| Prologis (PLD) | 1.0 | $13M | 97k | 135.47 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.0 | $13M | 26k | 496.73 | |
| Chevron Corporation (CVX) | 1.0 | $12M | 74k | 165.76 | |
| Oracle Corporation (ORCL) | 0.9 | $12M | 80k | 146.55 | |
| Walt Disney Company (DIS) | 0.8 | $11M | 114k | 96.25 | |
| Medtronic (MDT) | 0.8 | $11M | 138k | 78.23 | |
| American Electric Power Company (AEP) | 0.8 | $11M | 78k | 136.81 | |
| Abbott Laboratories (ABT) | 0.8 | $9.9M | 109k | 90.74 | |
| Lam Research (LRCX) | 0.8 | $9.8M | 23k | 433.33 | |
| Technipfmc (FTI) | 0.7 | $9.5M | 143k | 66.30 | |
| TJX Companies (TJX) | 0.4 | $4.8M | 32k | 151.50 | |
| Phillips 66 (PSX) | 0.3 | $4.0M | 24k | 169.05 | |
| Delta Air Lines (DAL) | 0.3 | $3.8M | 41k | 93.66 | |
| FirstEnergy (FE) | 0.3 | $3.4M | 72k | 47.54 | |
| Emcor (EME) | 0.2 | $3.2M | 3.8k | 829.88 | |
| Bank of America Corporation (BAC) | 0.2 | $2.9M | 51k | 56.98 | |
| Simon Property (SPG) | 0.2 | $2.7M | 12k | 223.65 | |
| salesforce (CRM) | 0.1 | $1.1M | 7.0k | 156.66 | |
| O'reilly Automotive (ORLY) | 0.1 | $1.1M | 12k | 92.09 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $809k | 2.3k | 353.33 | |
| iShares S&P 500 Index (IVV) | 0.0 | $553k | 738.00 | 748.89 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $521k | 2.2k | 236.62 | |
| Lowe's Companies (LOW) | 0.0 | $482k | 2.2k | 220.49 | |
| Spdr S&p 500 Etf (SPY) | 0.0 | $481k | 644.00 | 746.77 | |
| UnitedHealth (UNH) | 0.0 | $470k | 1.1k | 415.63 | |
| Ishares Bitcoin Tr (IBIT) | 0.0 | $462k | 14k | 33.29 | |
| Johnson & Johnson (JNJ) | 0.0 | $372k | 1.5k | 254.10 | |
| Dell | 0.0 | $349k | 808.00 | 431.46 | |
| Bloom Energy Corp (BE) | 0.0 | $333k | 1.1k | 302.70 | |
| iShares Russell 2000 Index (IWM) | 0.0 | $319k | 1.1k | 300.45 | |
| Coca-Cola Company (KO) | 0.0 | $304k | 3.7k | 81.27 | |
| iShares Russell 1000 Value Index (IWD) | 0.0 | $299k | 1.2k | 242.43 | |
| Vanguard Total Stock Market ETF (VTI) | 0.0 | $288k | 779.00 | 370.04 | |
| Astrazeneca Plc Ord (AZN) | 0.0 | $275k | 1.5k | 189.62 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $269k | 2.0k | 136.77 | |
| Allstate Corporation (ALL) | 0.0 | $238k | 1.0k | 237.94 | |
| Amgen (AMGN) | 0.0 | $223k | 616.00 | 362.12 | |
| General Dynamics Corporation (GD) | 0.0 | $221k | 625.00 | 354.24 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $221k | 226.00 | 978.12 | |
| MasterCard Incorporated (MA) | 0.0 | $210k | 409.00 | 513.60 | |
| First Citizens BancShares (FCNCA) | 0.0 | $208k | 100.00 | 2080.79 | |
| Dimensional Etf Trust (DFAI) | 0.0 | $208k | 5.0k | 41.25 |
