Ccm Investment Advisers LLC Portfolio Holdings

Ccm Investment Advisers LLC

  • $918 Million
  • Q2 2025

Ccm Investment Advisers LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $918 Million distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $39.3M, Microsoft Corp with a value of $34.2M, Broadcom Inc. with a value of $32.4M, Amazon Com Inc with a value of $31.1M, and Jabil Inc with a value of $30.1M.

Examining the 13F form we can see an increase of $115M in the current position value, from $803M to 918M.

Below you can find more details about Ccm Investment Advisers LLC portfolio as well as his latest detailed transactions.

Portfolio value $918 Million
Technology: $286 Million
Financial Services: $112 Million
Communication Services: $93.9 Million
Healthcare: $93.5 Million
Consumer Cyclical: $92.6 Million
Industrials: $73.1 Million
Consumer Defensive: $48.5 Million
Utilities: $36.8 Million
Other: $81.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$119B
$8.07 Million 0.88% of portfolio
92,593
Q2 2025 New
$26.5B
$7.93 Million 0.86% of portfolio
14,834
Q2 2025 Reduced 55.31%
$143B
$4.31 Million 0.47% of portfolio
34,937
Q2 2025 Added 0.36%
$281B
$2.63 Million 0.29% of portfolio
8,416
Q2 2025 Reduced 73.09%
$53.2B
$2 Million 0.22% of portfolio
12,455
Q2 2025 Reduced 0.28%
$5.85B
$1.12 Million 0.12% of portfolio
12,465
Q2 2025 Added 1,405.43%
$103B
$1.03 Million 0.11% of portfolio
4,640
Q1 2025 Reduced 38.01%
$138B
$539,000 0.06% of portfolio
2,430
Q1 2025 Reduced 8.82%
$171B
$271,000 0.03% of portfolio
702
Q2 2025 Reduced 74.12%
$475B
$230,000 0.03% of portfolio
2,138
Q2 2025 Added 0.47%
$53B
$201,000 0.02% of portfolio
1,000
Q1 2025 Reduced 16.67%
$1.11T
$207,000 0.02% of portfolio
1,171
Q2 2025 New
-
$0 0.0% of portfolio
-
Q1 2021 New
-
$0 0.0% of portfolio
-
Q2 2022 New
-
$0 0.0% of portfolio
-
Q3 2021 New

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $918 Million
  • Prior Value $803 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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