Ccm Investment Advisers LLC Portfolio Holdings

Ccm Investment Advisers LLC

  • $1 Billion
  • Q3 2025

Ccm Investment Advisers LLC has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1 Billion distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $40.5M, Broadcom Inc. with a value of $36.1M, Alphabet Inc. with a value of $35.7M, Microsoft Corp with a value of $33.7M, and Apple Inc. with a value of $32.8M.

Examining the 13F form we can see an increase of $86.4M in the current position value, from $918M to 1B.

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

Portfolio value $1 Billion
Technology: $329 Million
Financial Services: $121 Million
Communication Services: $99.5 Million
Consumer Cyclical: $97.1 Million
Healthcare: $95.8 Million
Industrials: $81.4 Million
Consumer Defensive: $51.6 Million
Utilities: $40 Million
Other: $89.5 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$505B
$40.5 Million 4.04% of portfolio
217,327
Q3 2025 Reduced 12.61%
$1.68T
$35.7 Million 3.55% of portfolio
146,918
Q3 2025 Reduced 2.72%
$3.86T
$33.7 Million 3.35% of portfolio
65,063
Q3 2025 Reduced 5.42%
$4.35T
$32.8 Million 3.27% of portfolio
128,985
Q3 2025 Added 2.29%
$2.49T
$31.7 Million 3.15% of portfolio
144,205
Q3 2025 Added 1.71%
$1.46T
$27.8 Million 2.77% of portfolio
37,916
Q3 2025 Added 0.73%
$305B
$26.3 Million 2.62% of portfolio
55,219
Q3 2025 Reduced 0.67%
$498B
$24.3 Million 2.42% of portfolio
20,266
Q3 2025 Reduced 1.37%
$913B
$24 Million 2.39% of portfolio
76,171
Q3 2025 Added 1.64%
$389B
$22.7 Million 2.25% of portfolio
55,909
Q3 2025 Added 4.73%
$202B
$21.7 Million 2.16% of portfolio
4,025
Q3 2025 Reduced 4.14%
$300B
$21.7 Million 2.16% of portfolio
317,553
Q3 2025 Reduced 0.93%
$201B
$21.1 Million 2.1% of portfolio
103,026
Q3 2025 Added 1.92%
$275B
$21 Million 2.09% of portfolio
203,876
Q3 2025 Added 1.91%
$621B
$17.1 Million 1.71% of portfolio
34,097
Q3 2025 Added 5.6%
$386B
$17.1 Million 1.7% of portfolio
73,838
Q3 2025 Reduced 9.32%
$429B
$15.5 Million 1.55% of portfolio
301,037
Q3 2025 Added 1.38%
$356B
$15.2 Million 1.51% of portfolio
99,058
Q3 2025 Added 5.16%
$201B
$15.1 Million 1.5% of portfolio
107,611
Q3 2025 Added 2.24%
$222B
$14.5 Million 1.44% of portfolio
29,887
Q3 2025 Reduced 4.65%
$708B
$14 Million 1.39% of portfolio
49,757
Q3 2025 New
$216B
$13.9 Million 1.38% of portfolio
103,735
Q3 2025 Reduced 6.53%
$820B
$13.4 Million 1.33% of portfolio
17,516
Q3 2025 Added 1.12%
$218B
$13.2 Million 1.31% of portfolio
156,771
Q3 2025 Reduced 6.19%
$309B
$11.4 Million 1.13% of portfolio
73,294
Q3 2025 Added 0.73%
$413B
$11.1 Million 1.11% of portfolio
68,820
Q3 2025 New
$205B
$11 Million 1.1% of portfolio
96,213
Q3 2025 Added 1.04%
$260B
$4.82 Million 0.48% of portfolio
20,324
Q3 2025 Reduced 68.86%
$203B
$1.65 Million 0.16% of portfolio
9,912
Q3 2025 Reduced 88.79%
$1.72T
$587,000 0.06% of portfolio
2,411
Q3 2025 Added 105.89%
$319B
$490,000 0.05% of portfolio
1,420
Q3 2025 Reduced 83.13%
$298B
$275,000 0.03% of portfolio
4,152
Q3 2025 New
$526B
$261,000 0.03% of portfolio
459
Q3 2025 New
$220B
$234,000 0.02% of portfolio
772
Q3 2025 New
$477B
$244,000 0.02% of portfolio
2,168
Q3 2025 Added 1.4%
$255B
$233,000 0.02% of portfolio
3,041
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $1 Billion
  • Prior Value $918 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 22 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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