Ccm Investment Advisers LLC Top Holdings and 13F Report (2026) About Ccm Investment Advisers LLCInvestment ActivityCcm Investment Advisers LLC has $1.04 billion in total holdings as of March 31, 2026.Ccm Investment Advisers LLC owns shares of 93 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 4.20% of the portfolio was purchased this quarter.About 5.08% of the portfolio was sold this quarter.This quarter, Ccm Investment Advisers LLC has purchased 89 new stocks and bought additional shares in 16 stocks.Ccm Investment Advisers LLC sold shares of 55 stocks and completely divested from 5 stocks this quarter.Largest Holdings Alphabet $38,020,204NVIDIA $36,440,196Seagate Technology $36,037,571Caterpillar $34,612,936Jabil $33,041,381 Largest New Holdings this Quarter 94106L109 - Waste Management $6,822,235 Holding031100100 - AMETEK $6,368,635 Holding86562m209 - Sumitomo Mitsui Financial Group $6,038,799 Holding025537101 - American Electric Power $4,602,087 Holding00bdsfg98 - TechnipFMC PLC $4,307,282 Holding Largest Purchases this Quarter Waste Management 29,689 shares (about $6.82M)AMETEK 29,710 shares (about $6.37M)Sumitomo Mitsui Financial Group 305,762 shares (about $6.04M)American Electric Power 35,109 shares (about $4.60M)TechnipFMC PLC 62,307 shares (about $4.31M) Largest Sales this Quarter Delta Air Lines 120,525 shares (about $8.01M)Phillips 66 42,397 shares (about $7.72M)Bank of America 126,524 shares (about $6.17M)FirstEnergy 100,457 shares (about $5.09M)Seagate Technology 10,293 shares (about $4.03M) 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 PortfolioSectorGOOGLAlphabet$38,020,204$1,308,979 â–¼-3.3%132,2163.6%Computer and TechnologyNVDANVIDIA$36,440,196$703,879 â–¼-1.9%208,9463.5%Computer and TechnologySTXSeagate Technology$36,037,571$4,032,425 â–¼-10.1%91,9883.4%Computer and TechnologyCATCaterpillar$34,612,936$1,777,547 â–¼-4.9%48,8563.3%IndustrialsJBLJabil$33,041,381$1,881,203 â–¼-5.4%124,3883.2%Computer and TechnologyAAPLApple$31,366,925$583,209 â–¼-1.8%123,5943.0%Computer and TechnologyAMZNAmazon.com$30,849,053$150,163 â–²0.5%148,1203.0%Retail/WholesaleAVGOBroadcom$30,779,707$374,200 â–¼-1.2%99,4462.9%Computer and TechnologyAMATApplied Materials$28,892,310$2,668,024 â–¼-8.5%84,5322.8%Computer and TechnologyMSFTMicrosoft$25,022,040$1,334,094 â–²5.6%67,5962.4%Computer and TechnologyWal Mart Stores$24,892,891$331,829 â–¼-1.3%200,2962.4%COMNFLXNetflix$24,008,943$3,143,720 â–²15.1%249,7032.3%Consumer DiscretionaryCSCOCisco Systems$22,489,918$433,962 â–¼-1.9%289,8552.2%Computer and TechnologyMETAMeta Platforms$22,421,982$116,143 â–²0.5%39,1902.1%Computer and TechnologyETNEaton$21,723,612$290,073 â–¼-1.3%60,7362.1%IndustrialsJPMJPMorgan Chase & Co.$21,101,188$1,238,132 â–¼-5.5%71,7332.0%FinanceHDHome Depot$19,518,623$30,916 â–¼-0.2%59,3461.9%Retail/WholesaleMPCMarathon Petroleum$18,099,432$532,559 â–¼-2.9%74,1231.7%EnergyMRKMerck & Co., Inc.$17,988,431$384,688 â–¼-2.1%149,5421.7%MedicalKLACKLA$17,900,150$78,038 â–¼-0.4%12,1571.7%Computer and TechnologyBRK.BBerkshire Hathaway$17,251,200$65,171 â–¼-0.4%36,0001.7%FinanceBKNGBooking$16,864,537$345,291 â–¼-2.0%4,0051.6%Retail/WholesalePEPPepsiCo$16,667,153$20,964 â–¼-0.1%107,3291.6%Consumer StaplesCBChubb$16,594,520$138,195 â–¼-0.8%50,9141.6%FinanceEVREvercore$16,407,135$268,363 â–¼-1.6%54,9631.6%FinanceFCXFreeport-McMoRan$16,363,434$1,305,388 â–¼-7.4%278,3841.6%Basic MaterialsLMTLockheed Martin$16,347,235$270,772 â–¼-1.6%27,0471.6%AerospaceLLYEli Lilly and Company$15,523,988$217,067 â–¼-1.4%16,8781.5%MedicalABBVAbbVie$15,444,813$369,303 â–¼-2.3%71,0131.5%MedicalAMDAdvanced Micro Devices$15,037,749$691,662 â–²4.8%73,9211.4%Computer and TechnologyCRWDCrowdStrike$15,026,100$335,362 â–²2.3%38,4881.4%Computer and TechnologyPGProcter & Gamble$15,008,744$43,332 â–²0.3%103,9091.4%Consumer StaplesCVXChevron$14,956,623$350,282 â–¼-2.3%72,2891.4%EnergySOSouthern$14,446,597$1,325,515 â–¼-8.4%149,6741.4%UtilitiesVVisa$14,277,277$74,049 â–¼-0.5%47,2381.4%Business ServicesDUKDuke Energy$13,900,216$321,458 â–²2.4%106,1571.3%UtilitiesGMGeneral Motors$13,809,266$584,975 â–¼-4.1%185,3591.3%Auto/Tires/TrucksCOFCapital One Financial$13,658,987$4,378 â–¼0.0%74,8721.3%FinanceTMOThermo Fisher Scientific$13,361,810$265,427 â–¼-1.9%27,1841.3%MedicalSHWSherwin-Williams$12,795,964$108,669 â–¼-0.8%39,9181.2%Basic MaterialsSNPSSynopsys$12,345,197$2,382,448 â–²23.9%31,1371.2%Computer and TechnologyEQIXEquinix$12,222,939$419,554 â–²3.6%12,4691.2%FinanceVRTXVertex Pharmaceuticals$11,562,706$158,522 â–¼-1.4%25,8941.1%MedicalPLDPrologis$11,549,640$292,515 â–¼-2.5%87,3781.1%FinanceSTTState Street$10,589,214$859,348 â–²8.8%83,6691.0%FinanceABTAbbott Laboratories$10,447,453$86,654 â–¼-0.8%101,7571.0%MedicalMDTMedtronic$10,352,864$168,361 â–¼-1.6%119,4791.0%MedicalFEFirstEnergy$10,336,028$5,089,162 â–¼-33.0%204,0271.0%UtilitiesORCLOracle$10,035,150$4,298,131 â–²74.9%68,2151.0%Computer and TechnologyDISWalt Disney$9,682,747$114,885 â–¼-1.2%100,4640.9%Consumer DiscretionaryPSXPhillips 66$9,505,642$7,723,915 â–¼-44.8%52,1770.9%EnergyLam Research$9,016,024$367,922 â–¼-3.9%42,1980.9%COMBACBank of America$8,729,149$6,168,061 â–¼-41.4%179,0590.8%FinanceDALDelta Air Lines$8,416,621$8,012,553 â–¼-48.8%126,6030.8%TransportationMPWRMonolithic Power Systems$8,294,169$574,010 â–²7.4%7,5860.8%Computer and TechnologyWMWaste Management$6,822,235$6,822,235 â–²New Holding29,6890.7%Business ServicesAMEAMETEK$6,368,635$6,368,635 â–²New Holding29,7100.6%Computer and TechnologySMFGSumitomo Mitsui Financial Group$6,038,799$6,038,799 â–²New Holding305,7620.6%FinanceTJXTJX Companies$5,308,747$31,940 â–¼-0.6%33,2420.5%Retail/WholesaleAEPAmerican Electric Power$4,602,087$4,602,087 â–²New Holding35,1090.4%UtilitiesTechnipFMC PLC$4,307,282$4,307,282 â–²New Holding62,3070.4%COMEMEEMCOR Group$3,863,576$334,454 â–¼-8.0%5,2330.4%ConstructionCRMSalesforce$2,620,473$497,849 â–¼-16.0%14,0380.3%Computer and TechnologySPGSimon Property Group$2,260,7430.0%12,1200.2%FinanceORLYO'Reilly Automotive$1,090,181$1,385 â–²0.1%11,8100.1%Retail/WholesaleQCOMQualcomm$665,277$68,653 â–¼-9.4%5,1650.1%Computer and TechnologyGOOGAlphabet$656,909$79,460 â–¼-10.8%2,2900.1%Computer and TechnologyVictory 500 Index Reward Fd$633,359$1,500 â–²0.2%8,0230.1%MMFIVViShares Core S&P 500 ETF$570,2520.0%8730.1%ETFiShares Bitcoin Trust ETF$533,4610.0%13,8850.1%COMLOWLowe's Companies$519,816$53,163 â–¼-9.3%2,2000.0%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$473,1320.0%2,2000.0%ETFSPYSPDR S&P 500 ETF Trust$439,629$1,301 â–²0.3%6760.0%FinanceEXPEExpedia Group$393,681$393,681 â–²New Holding1,7050.0%Retail/WholesaleXOMExxonMobil$335,706$20,366 â–¼-5.7%1,9780.0%EnergyUNHUnitedHealth Group$308,743$75,495 â–¼-19.6%1,1410.0%MedicalKOCocaCola$302,1500.0%3,9730.0%Consumer StaplesAZNCFAstraZeneca$294,449$294,449 â–²New Holding1,4930.0%MedicalFiserv Inc.$282,096$127,906 â–¼-31.2%5,0550.0%COMVTIVanguard Total Stock Market ETF$249,9100.0%7790.0%ETFAMTAmerican Tower$243,337$257,143 â–¼-51.4%1,4100.0%FinanceMAMastercard$240,836$2,498 â–¼-1.0%4820.0%Business ServicesMCDMcDonald's$239,9290.0%7720.0%Retail/WholesaleAMGNAmgen$220,258$1,759 â–¼-0.8%6260.0%MedicalGDGeneral Dynamics$214,5120.0%6250.0%AerospacePublic Storage Pfd$214,3200.0%12,0000.0%PFDJNJJohnson & Johnson$213,200$213,200 â–²New Holding8720.0%MedicalALLAllstate$207,3400.0%1,0000.0%FinanceApollo Pfd$203,4400.0%8,0000.0%PFDPHParker-Hannifin$202,324$202,324 â–²New Holding2260.0%IndustrialsUS Bancorp Pfd$187,2000.0%12,0000.0%PFDBank of America Pfd$175,6000.0%10,0000.0%PFDSchwab Government Money Inv Fd$130,769$28,971 â–¼-18.1%130,7690.0%MMFAstrazeneca Plc Adr$0$274,686 â–¼-100.0%00.0%COMISRGIntuitive Surgical$0$219,747 â–¼-100.0%00.0%MedicalFCNCAFirst Citizens BancShares$0$214,618 â–¼-100.0%00.0%FinanceJP Morgan PFD$0$201,120 â–¼-100.0%00.0%PFDSchwab Value Adv MMF$0$15,013 â–¼-100.0%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. 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