Ccm Investment Advisers LLC Top Holdings and 13F Report (2025) About Ccm Investment Advisers LLCInvestment ActivityCcm Investment Advisers LLC has $815.37 million in total holdings as of March 31, 2025.Ccm Investment Advisers LLC owns shares of 70 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 3.39% of the portfolio was purchased this quarter.About 8.38% of the portfolio was sold this quarter.This quarter, Ccm Investment Advisers LLC has purchased 75 new stocks and bought additional shares in 19 stocks.Ccm Investment Advisers LLC sold shares of 43 stocks and completely divested from 7 stocks this quarter.Largest Holdings Apple $27,803,793NVIDIA $27,562,458Amazon.com $26,647,055Microsoft $26,606,563Alphabet $23,190,509 Largest New Holdings this Quarter 03769M205 - Apollo Pfd $207,440 Holding48125e207 - JP Morgan PFD $200,160 Holding Largest Purchases this Quarter Freeport-McMoRan 100,275 shares (about $3.80M)PepsiCo 20,781 shares (about $3.12M)Eli Lilly and Company 3,456 shares (about $2.85M)Vertex Pharmaceuticals 5,351 shares (about $2.59M)CrowdStrike 5,471 shares (about $1.93M) Largest Sales this Quarter Adobe 27,693 shares (about $10.62M)Tesla 27,595 shares (about $7.15M)Netflix 4,598 shares (about $4.29M)Meta Platforms 6,047 shares (about $3.49M)Jabil 22,169 shares (about $3.02M) 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 PortfolioSectorAAPLApple$27,803,793$1,468,724 ▼-5.0%125,1693.4%Computer and TechnologyNVDANVIDIA$27,562,458$1,480,038 ▼-5.1%254,3133.4%Computer and TechnologyAMZNAmazon.com$26,647,055$1,624,820 ▼-5.7%140,0563.3%Retail/WholesaleMSFTMicrosoft$26,606,563$466,235 ▲1.8%70,8773.3%Computer and TechnologyGOOGLAlphabet$23,190,509$917,327 ▼-3.8%149,9642.8%Computer and TechnologyMETAMeta Platforms$21,793,349$3,485,253 ▼-13.8%37,8122.7%Computer and TechnologyAVGOBroadcom$20,351,850$2,737,657 ▼-11.9%121,5542.5%Computer and TechnologyBKNGBooking$19,876,554$645,043 ▼-3.1%4,3142.4%Retail/WholesaleCSCOCisco Systems$19,637,676$498,494 ▼-2.5%318,2252.4%Computer and TechnologyNFLXNetflix$19,635,358$4,287,774 ▼-17.9%21,0562.4%Consumer DiscretionaryJBLJabil$19,389,514$3,016,549 ▼-13.5%142,4962.4%Computer and TechnologyHDHome Depot$18,872,390$199,741 ▲1.1%51,4942.3%Retail/WholesaleCATCaterpillar$18,280,691$444,246 ▼-2.4%55,4292.2%IndustrialsJPMJPMorgan Chase & Co.$18,258,123$2,655,156 ▼-12.7%74,4312.2%FinanceCRMSalesforce$17,424,090$637,624 ▼-3.5%64,9282.1%Computer and TechnologyWMTWalmart$17,253,051$391,544 ▼-2.2%196,5262.1%Retail/WholesaleBRK.BBerkshire Hathaway$16,980,781$626,847 ▼-3.6%31,8842.1%FinanceETNEaton$16,931,458$233,234 ▼-1.4%62,2862.1%IndustrialsUNHUnitedHealth Group$16,378,374$563,038 ▼-3.3%31,2712.0%MedicalABBVAbbVie$16,242,289$989,568 ▼-5.7%77,5212.0%MedicalVVisa$15,831,108$2,932,323 ▼-15.6%45,1721.9%Business ServicesTMOThermo Fisher Scientific$15,373,374$510,538 ▼-3.2%30,8951.9%MedicalFIFiserv$14,986,076$2,745,379 ▼-15.5%67,8621.8%Business ServicesABTAbbott Laboratories$14,850,027$516,543 ▼-3.4%111,9481.8%MedicalCBChubb$14,451,187$221,058 ▼-1.5%47,8531.8%FinanceAMATApplied Materials$14,394,983$317,234 ▲2.3%99,1931.8%Computer and TechnologyPGProcter & Gamble$13,973,627$1,566,846 ▲12.6%81,9951.7%Consumer StaplesCRWDCrowdStrike$13,931,846$1,928,965 ▲16.1%39,5141.7%Computer and TechnologySHWSherwin-Williams$13,562,697$168,661 ▼-1.2%38,8401.7%Basic MaterialsPEPPepsiCo$13,488,561$3,115,928 ▲30.0%89,9591.7%Consumer StaplesVRTXVertex Pharmaceuticals$13,358,245$2,594,272 ▲24.1%27,5531.6%MedicalQCOMQUALCOMM$13,307,553$1,752,231 ▲15.2%86,6321.6%Computer and TechnologySTXSeagate Technology$13,306,105$962,487 ▲7.8%156,6341.6%Computer and TechnologySOSouthern$13,156,098$244,496 ▲1.9%143,0781.6%UtilitiesCOFCapital One Financial$13,090,453$957,471 ▼-6.8%73,0081.6%FinanceLLYEli Lilly and Company$13,041,964$2,854,349 ▲28.0%15,7911.6%MedicalMRKMerck & Co., Inc.$12,976,928$515,763 ▲4.1%144,5731.6%MedicalEMEEMCOR Group$12,269,502$555,924 ▲4.7%33,1941.5%ConstructionCVXChevron$12,105,244$1,923,857 ▼-13.7%72,3601.5%EnergyDUKDuke Energy$11,916,177$1,718,202 ▲16.8%97,6971.5%UtilitiesFEFirstEnergy$11,849,330$226,433 ▼-1.9%293,1551.5%UtilitiesBACBank of America$11,695,836$206,689 ▲1.8%280,2741.4%FinanceMPCMarathon Petroleum$11,066,185$890,312 ▼-7.4%75,9571.4%EnergyPSXPhillips 66$10,895,126$685,074 ▼-5.9%88,2331.3%EnergyEQIXEquinix$10,803,429$1,416,268 ▲15.1%13,2501.3%FinanceEVREvercore$10,672,823$1,032,171 ▼-8.8%53,4381.3%FinanceDALDelta Air Lines$10,556,014$810,961 ▼-7.1%242,1101.3%TransportationGMGeneral Motors$10,543,691$1,802,196 ▲20.6%224,1901.3%Auto/Tires/TrucksFCXFreeport-McMoRan$10,177,774$3,796,420 ▲59.5%268,8261.2%Basic MaterialsDISWalt Disney$9,240,658$241,915 ▼-2.6%93,6231.1%Consumer DiscretionaryPLDPrologis$8,204,036$1,232,612 ▲17.7%73,3871.0%FinanceTJXTJX Companies$4,239,858$475,020 ▼-10.1%34,8100.5%Retail/WholesaleLam Research$3,390,364$125,407 ▼-3.6%46,6350.4%COMSPGSimon Property Group$2,074,339$155,285 ▼-7.0%12,4900.3%FinanceORLYO'Reilly Automotive$1,186,176$28,652 ▼-2.4%8280.1%Retail/WholesaleADBEAdobe$1,040,133$10,621,093 ▼-91.1%2,7120.1%Computer and TechnologyAMTAmerican Tower$1,009,664$619,072 ▼-38.0%4,6400.1%FinanceiShares Bitcoin Trust ETF$649,9560.0%13,8850.1%COMLOWLowe's Companies$566,748$54,809 ▼-8.8%2,4300.1%Retail/WholesaleOMCOmnicom Group$423,504$354,440 ▼-45.6%5,1080.1%Business ServicesInvesco Gold & Special Mnrls$399,9730.0%12,2460.0%MMFTSLATesla$367,748$7,151,519 ▼-95.1%1,4190.0%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$338,990$96,774 ▼-22.2%6060.0%FinanceXOMExxon Mobil$253,1660.0%2,1280.0%EnergyPublic Storage Pfd$233,8800.0%12,0000.0%PFDApollo Pfd$207,440$207,440 ▲New Holding8,0000.0%PFDALLAllstate$207,070$41,414 ▼-16.7%1,0000.0%FinanceJP Morgan PFD$200,160$200,160 ▲New Holding8,0000.0%PFDUS Bancorp Pfd$198,6000.0%12,0000.0%PFDBank of America Pfd$184,9000.0%10,0000.0%PFDSTZConstellation Brands$0$6,548,470 ▼-100.0%00.0%Consumer StaplesNUENucor$0$503,603 ▼-100.0%00.0%Basic MaterialsTSNTyson Foods$0$286,453 ▼-100.0%00.0%Consumer StaplesGOOGAlphabet$0$239,763 ▼-100.0%00.0%Computer and TechnologyNVRNVR$0$212,651 ▼-100.0%00.0%ConstructionFCNCAFirst Citizens BancShares$0$211,293 ▼-100.0%00.0%FinanceSchwab US Trsy Fd$0$10,166 ▼-100.0%00.0%MMFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
