Ccm Investment Advisers LLC Top Holdings and 13F Report (2025) About Ccm Investment Advisers LLCInvestment ActivityCcm Investment Advisers LLC has $1.02 billion in total holdings as of September 30, 2025.Ccm Investment Advisers LLC owns shares of 93 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 7.20% of the portfolio was purchased this quarter.About 6.02% of the portfolio was sold this quarter.This quarter, Ccm Investment Advisers LLC has purchased 71 new stocks and bought additional shares in 32 stocks.Ccm Investment Advisers LLC sold shares of 32 stocks and completely divested from 0 stocks this quarter.Largest Holdings NVIDIA $40,548,903Broadcom $36,123,082Alphabet $35,715,984Microsoft $33,699,582Apple $32,843,624 Largest New Holdings this Quarter 68389X105 - Oracle $13,993,681 Holding482480100 - KLA $12,068,456 Holding007903107 - Advanced Micro Devices $11,134,388 Holding871607107 - Synopsys $9,533,775 Holding609839105 - Monolithic Power Systems $4,522,184 Holding Largest Purchases this Quarter Oracle 49,757 shares (about $13.99M)KLA 11,189 shares (about $12.07M)Advanced Micro Devices 68,820 shares (about $11.13M)Synopsys 19,323 shares (about $9.53M)Monolithic Power Systems 4,912 shares (about $4.52M) Largest Sales this Quarter QUALCOMM 78,543 shares (about $13.07M)Salesforce 44,937 shares (about $10.65M)Seagate Technology 38,338 shares (about $9.05M)NVIDIA 31,362 shares (about $5.85M)EMCOR Group 6,552 shares (about $4.26M) 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$40,548,903$5,851,526 ▼-12.6%217,3274.0%Computer and TechnologyAVGOBroadcom$36,123,082$2,634,019 ▼-6.8%109,4933.6%Computer and TechnologyGOOGLAlphabet$35,715,984$999,147 ▼-2.7%146,9183.5%Computer and TechnologyMSFTMicrosoft$33,699,582$1,930,411 ▼-5.4%65,0633.3%Computer and TechnologyAAPLApple$32,843,624$736,648 ▲2.3%128,9853.2%Computer and TechnologyAMZNAmazon.com$31,663,092$531,359 ▲1.7%144,2053.1%Retail/WholesaleJBLJabil$29,061,621$907,558 ▼-3.0%133,8192.9%Computer and TechnologyMETAMeta Platforms$27,844,975$200,487 ▲0.7%37,9162.7%Computer and TechnologySTXSeagate Technology$27,381,807$9,050,077 ▼-24.8%115,9952.7%Computer and TechnologyCATCaterpillar$26,348,101$176,548 ▼-0.7%55,2192.6%IndustrialsNFLXNetflix$24,297,321$336,897 ▼-1.4%20,2662.4%Consumer DiscretionaryJPMJPMorgan Chase & Co.$24,026,640$387,348 ▲1.6%76,1712.4%FinanceETNEaton$22,955,444$662,799 ▼-2.8%61,3372.3%IndustrialsHDHome Depot$22,653,982$1,023,925 ▲4.7%55,9092.2%Retail/WholesaleBKNGBooking$21,734,847$939,593 ▼-4.1%4,0252.1%Retail/WholesaleCSCOCisco Systems$21,726,994$202,934 ▼-0.9%317,5532.1%Computer and TechnologyAMATApplied Materials$21,093,572$396,991 ▲1.9%103,0262.1%Computer and TechnologyWMTWalmart$21,011,517$393,175 ▲1.9%203,8762.1%Retail/WholesaleCRWDCrowdStrike$18,902,678$11,279 ▲0.1%38,5471.9%Computer and TechnologyEVREvercore$18,826,564$82,644 ▼-0.4%55,8121.9%FinanceBRK.BBerkshire Hathaway$17,141,926$909,457 ▲5.6%34,0971.7%FinanceABBVAbbVie$17,096,508$1,756,237 ▼-9.3%73,8381.7%MedicalCOFCapital One Financial$15,789,590$151,572 ▲1.0%74,2751.6%FinanceVVisa$15,685,882$218,144 ▲1.4%45,9481.5%Business ServicesBACBank of America$15,530,501$211,313 ▲1.4%301,0371.5%FinancePGProcter & Gamble$15,220,385$746,591 ▲5.2%99,0581.5%Consumer StaplesPEPPepsiCo$15,112,967$330,738 ▲2.2%107,6111.5%Consumer StaplesMPCMarathon Petroleum$14,625,819$69,002 ▼-0.5%75,8831.4%EnergyDALDelta Air Lines$14,610,264$249,020 ▼-1.7%257,4491.4%TransportationTMOThermo Fisher Scientific$14,495,833$706,676 ▼-4.6%29,8871.4%MedicalSOSouthern$14,017,393$271,896 ▲2.0%147,9091.4%UtilitiesORCLOracle$13,993,681$13,993,681 ▲New Holding49,7571.4%Computer and TechnologyABTAbbott Laboratories$13,894,345$971,204 ▼-6.5%103,7351.4%MedicalCBChubb$13,873,545$277,736 ▲2.0%49,1531.4%FinanceSHWSherwin-Williams$13,706,909$150,972 ▲1.1%39,5851.4%Basic MaterialsFEFirstEnergy$13,614,680$138,422 ▲1.0%297,1341.3%UtilitiesGMGeneral Motors$13,482,621$995,642 ▼-6.9%221,1351.3%Auto/Tires/TrucksLLYEli Lilly and Company$13,364,767$148,023 ▲1.1%17,5161.3%MedicalMRKMerck & Co., Inc.$13,157,863$867,589 ▼-6.2%156,7711.3%MedicalPSXPhillips 66$12,797,481$542,857 ▲4.4%94,0851.3%EnergyDUKDuke Energy$12,353,104$174,611 ▲1.4%99,8231.2%UtilitiesKLACKLA$12,068,456$12,068,456 ▲New Holding11,1891.2%Computer and TechnologyLMTLockheed Martin$11,865,276$3,005,258 ▲33.9%23,7681.2%AerospaceMDTMedtronic$11,765,194$2,946,632 ▲33.4%123,5321.2%MedicalFCXFreeport-McMoRan$11,585,604$667,957 ▲6.1%295,4001.1%Basic MaterialsCVXChevron$11,381,893$82,770 ▲0.7%73,2941.1%EnergyAMDAdvanced Micro Devices$11,134,388$11,134,388 ▲New Holding68,8201.1%Computer and TechnologyVRTXVertex Pharmaceuticals$11,086,937$511,482 ▼-4.4%28,3091.1%MedicalDISWalt Disney$11,016,392$113,699 ▲1.0%96,2131.1%Consumer DiscretionaryEQIXEquinix$10,139,185$295,286 ▼-2.8%12,9451.0%FinancePLDPrologis$10,016,368$990,952 ▲11.0%87,4631.0%FinanceFIFiserv$9,558,934$397,365 ▲4.3%74,1400.9%Business ServicesSNPSSynopsys$9,533,775$9,533,775 ▲New Holding19,3230.9%Computer and TechnologyLam Research$5,965,914$329,394 ▼-5.2%44,5550.6%COMEMEEMCOR Group$5,379,512$4,255,803 ▼-44.2%8,2820.5%ConstructionTJXTJX Companies$4,981,426$68,367 ▼-1.4%34,4640.5%Retail/WholesaleCRMSalesforce$4,816,827$10,650,155 ▼-68.9%20,3240.5%Computer and TechnologyMPWRMonolithic Power Systems$4,522,184$4,522,184 ▲New Holding4,9120.4%Computer and TechnologySPGSimon Property Group$2,285,820$51,609 ▼-2.2%12,1800.2%FinanceQCOMQUALCOMM$1,649,038$13,067,029 ▼-88.8%9,9120.2%Computer and TechnologyORLYO'Reilly Automotive$1,330,914$12,937 ▼-1.0%12,3450.1%Retail/WholesaleiShares Bitcoin Trust ETF$902,5250.0%13,8850.1%COMAMTAmerican Tower$846,208$46,157 ▼-5.2%4,4000.1%FinanceVictory 500 Index Reward Fd$646,582$646,582 ▲New Holding7,7350.1%MMFLOWLowe's Companies$609,426$1,257 ▼-0.2%2,4250.1%Retail/WholesaleGOOGAlphabet$587,199$302,002 ▲105.9%2,4110.1%Computer and TechnologyVanguard I/T Trsy Indx$541,272$541,272 ▲New Holding26,7690.1%MMFVIGVanguard Dividend Appreciation ETF$513,795$513,795 ▲New Holding2,3810.1%ETFVanguard Short Term Trsy$503,522$503,522 ▲New Holding50,7070.0%MMFIVViShares Core S&P 500 ETF$500,636$500,636 ▲New Holding7480.0%ETFUNHUnitedHealth Group$490,342$2,415,798 ▼-83.1%1,4200.0%MedicalSPYSPDR S&P 500 ETF Trust$441,677$25,315 ▲6.1%6630.0%FinanceKOCocaCola$275,363$275,363 ▲New Holding4,1520.0%Consumer StaplesMAMastercard$261,083$261,083 ▲New Holding4590.0%Business ServicesADBEAdobe$256,096$8,466 ▲3.4%7260.0%Computer and TechnologyVTIVanguard Total Stock Market ETF$255,644$255,644 ▲New Holding7790.0%ETFXOMExxon Mobil$244,520$3,384 ▲1.4%2,1680.0%EnergyPublic Storage Pfd$239,2800.0%12,0000.0%PFDMCDMcDonald's$234,603$234,603 ▲New Holding7720.0%Retail/WholesaleAZNAstraZeneca$233,305$233,305 ▲New Holding3,0410.0%MedicalPimco Short Term Fd$226,714$226,714 ▲New Holding23,4450.0%MMFAZOAutoZone$218,802$218,802 ▲New Holding510.0%Retail/WholesaleALLAllstate$214,6500.0%1,0000.0%FinanceGDGeneral Dynamics$213,125$213,125 ▲New Holding6250.0%AerospaceBSXBoston Scientific$212,931$212,931 ▲New Holding2,1810.0%MedicalApollo Pfd$209,9200.0%8,0000.0%PFDNVRNVR$208,901$208,901 ▲New Holding260.0%ConstructionJP Morgan PFD$202,8800.0%8,0000.0%PFDUS Bancorp Pfd$202,2000.0%12,0000.0%PFDAT&T Pfd$201,687$201,687 ▲New Holding8,7500.0%PFDBank of America Pfd$185,8000.0%10,0000.0%PFDSchwab Government Money Inv Fd$156,794$53,884 ▼-25.6%156,7940.0%MMFPimco Inc$112,801$112,801 ▲New Holding10,3670.0%MMFShowing largest 100 holdings. 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