Ccm Investment Advisers LLC Top Holdings and 13F Report (2025) About Ccm Investment Advisers LLCInvestment ActivityCcm Investment Advisers LLC has $928.40 million in total holdings as of June 30, 2025.Ccm Investment Advisers LLC owns shares of 71 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 3.86% of the portfolio was purchased this quarter.About 2.74% of the portfolio was sold this quarter.This quarter, Ccm Investment Advisers LLC has purchased 70 new stocks and bought additional shares in 44 stocks.Ccm Investment Advisers LLC sold shares of 14 stocks and completely divested from 3 stocks this quarter.Largest Holdings NVIDIA $39,290,399Microsoft $34,216,971Broadcom $32,382,688Amazon.com $31,106,212Jabil $30,097,505 Largest New Holdings this Quarter 539830109 - Lockheed Martin $8,219,826 HoldingG5960L103 - Medtronic $8,071,332 Holding808515613 - Schwab Government Money Inv Fd $210,678 Holding02079K107 - Alphabet $207,723 Holding Largest Purchases this Quarter Lockheed Martin 17,748 shares (about $8.22M)Medtronic 92,593 shares (about $8.07M)PepsiCo 15,297 shares (about $2.02M)Procter & Gamble 12,204 shares (about $1.94M)Merck & Co., Inc. 22,535 shares (about $1.78M) Largest Sales this Quarter EMCOR Group 18,360 shares (about $9.82M)UnitedHealth Group 22,855 shares (about $7.13M)Broadcom 4,077 shares (about $1.12M)Microsoft 2,087 shares (about $1.04M)Jabil 4,498 shares (about $981.02K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCcm Investment Advisers LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$39,290,399$888,536 ▼-2.2%248,6894.2%Computer and TechnologyMSFTMicrosoft$34,216,971$1,038,099 ▼-2.9%68,7903.7%Computer and TechnologyAVGOBroadcom$32,382,688$1,123,830 ▼-3.4%117,4773.5%Computer and TechnologyAMZNAmazon.com$31,106,212$379,325 ▲1.2%141,7853.4%Retail/WholesaleJBLJabil$30,097,505$981,018 ▼-3.2%137,9983.2%Computer and TechnologyMETAMeta Platforms$27,784,122$124,738 ▼-0.4%37,6433.0%Computer and TechnologyNFLXNetflix$27,515,113$681,617 ▼-2.4%20,5473.0%Consumer DiscretionaryGOOGLAlphabet$26,615,790$187,510 ▲0.7%151,0282.9%Computer and TechnologyAAPLApple$25,870,486$189,373 ▲0.7%126,0922.8%Computer and TechnologyBKNGBooking$24,311,982$665,844 ▼-2.7%4,1992.6%Retail/WholesaleETNEaton$22,528,940$293,446 ▲1.3%63,1082.4%IndustrialsSTXSeagate Technology$22,274,944$332,104 ▼-1.5%154,3332.4%Computer and TechnologyCSCOCisco Systems$22,237,640$159,158 ▲0.7%320,5192.4%Computer and TechnologyJPMJPMorgan Chase & Co.$21,726,735$148,434 ▲0.7%74,9432.3%FinanceCATCaterpillar$21,580,493$62,114 ▲0.3%55,5892.3%IndustrialsCRWDCrowdStrike$19,620,658$504,217 ▼-2.5%38,5242.1%Computer and TechnologyHDHome Depot$19,572,064$692,219 ▲3.7%53,3822.1%Retail/WholesaleWMTWalmart$19,561,970$345,652 ▲1.8%200,0612.1%Retail/WholesaleAMATApplied Materials$18,506,156$346,738 ▲1.9%101,0872.0%Computer and TechnologyCRMSalesforce$17,796,049$90,806 ▲0.5%65,2611.9%Computer and TechnologyVVisa$16,087,103$48,642 ▲0.3%45,3091.7%Business ServicesBRK.BBerkshire Hathaway$15,684,542$196,251 ▲1.3%32,2881.7%FinanceCOFCapital One Financial$15,651,226$117,870 ▲0.8%73,5621.7%FinanceEVREvercore$15,136,528$707,183 ▲4.9%56,0571.6%FinanceABBVAbbVie$15,113,882$724,296 ▲5.0%81,4231.6%MedicalABTAbbott Laboratories$15,095,234$130,842 ▼-0.9%110,9861.6%MedicalPGProcter & Gamble$15,007,860$1,944,351 ▲14.9%94,1991.6%Consumer StaplesQCOMQUALCOMM$14,087,429$290,333 ▲2.1%88,4551.5%Computer and TechnologyBACBank of America$14,051,266$788,683 ▲5.9%296,9411.5%FinanceCBChubb$13,955,602$91,552 ▲0.7%48,1691.5%FinancePEPPepsiCo$13,898,082$2,019,827 ▲17.0%105,2561.5%Consumer StaplesLLYEli Lilly and Company$13,503,056$1,193,464 ▲9.7%17,3221.5%MedicalSHWSherwin-Williams$13,442,378$106,100 ▲0.8%39,1491.4%Basic MaterialsSOSouthern$13,319,081$180,171 ▲1.4%145,0401.4%UtilitiesMRKMerck & Co., Inc.$13,228,314$1,783,877 ▲15.6%167,1081.4%MedicalVRTXVertex Pharmaceuticals$13,184,598$918,002 ▲7.5%29,6151.4%MedicalDALDelta Air Lines$12,877,188$970,177 ▲8.1%261,8371.4%TransportationTMOThermo Fisher Scientific$12,708,762$182,052 ▲1.5%31,3441.4%MedicalMPCMarathon Petroleum$12,664,450$47,175 ▲0.4%76,2411.4%EnergyFIFiserv$12,251,196$551,026 ▲4.7%71,0581.3%Business ServicesFCXFreeport-McMoRan$12,067,312$413,690 ▲3.5%278,3691.3%Basic MaterialsFEFirstEnergy$11,841,015$38,569 ▲0.3%294,1131.3%UtilitiesDISWalt Disney$11,808,318$198,045 ▲1.7%95,2201.3%Consumer DiscretionaryGMGeneral Motors$11,685,681$653,264 ▲5.9%237,4651.3%Auto/Tires/TrucksDUKDuke Energy$11,612,647$84,370 ▲0.7%98,4121.3%UtilitiesPSXPhillips 66$10,748,283$222,019 ▲2.1%90,0941.2%EnergyEQIXEquinix$10,597,334$57,274 ▲0.5%13,3221.1%FinanceCVXChevron$10,418,754$57,420 ▲0.6%72,7611.1%EnergyPLDPrologis$8,284,582$570,071 ▲7.4%78,8100.9%FinanceLMTLockheed Martin$8,219,826$8,219,826 ▲New Holding17,7480.9%AerospaceMDTMedtronic$8,071,332$8,071,332 ▲New Holding92,5930.9%MedicalEMEEMCOR Group$7,934,571$9,820,596 ▼-55.3%14,8340.9%ConstructionLam Research$4,576,440$36,989 ▲0.8%47,0150.5%COMTJXTJX Companies$4,314,370$15,683 ▲0.4%34,9370.5%Retail/WholesaleUNHUnitedHealth Group$2,625,710$7,130,537 ▼-73.1%8,4160.3%MedicalSPGSimon Property Group$2,002,265$5,627 ▼-0.3%12,4550.2%FinanceORLYO'Reilly Automotive$1,123,470$1,048,842 ▲1,405.4%12,4650.1%Retail/WholesaleAMTAmerican Tower$1,025,5320.0%4,6400.1%FinanceiShares Bitcoin Trust ETF$849,9000.0%13,8850.1%COMLOWLowe's Companies$539,1440.0%2,4300.1%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$386,156$11,739 ▲3.1%6250.0%FinanceADBEAdobe$271,589$777,627 ▼-74.1%7020.0%Computer and TechnologyXOMExxon Mobil$230,551$1,078 ▲0.5%2,1380.0%EnergyPublic Storage Pfd$221,0400.0%12,0000.0%PFDSchwab Government Money Inv Fd$210,678$210,678 ▲New Holding210,6780.0%MMFApollo Pfd$208,2400.0%8,0000.0%PFDGOOGAlphabet$207,723$207,723 ▲New Holding1,1710.0%Computer and TechnologyJP Morgan PFD$201,6800.0%8,0000.0%PFDALLAllstate$201,3100.0%1,0000.0%FinanceUS Bancorp Pfd$193,3200.0%12,0000.0%PFDBank of America Pfd$179,6000.0%10,0000.0%PFDOMCOmnicom Group$0$423,504 ▼-100.0%00.0%Business ServicesInvesco Gold & Special Mnrls$0$399,973 ▼-100.0%00.0%MMFTSLATesla$0$367,748 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. 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