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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$39.3 Million 4.28% of portfolio
248,689
Q2 2025 Reduced 2.21%
$3.95T
$34.2 Million 3.73% of portfolio
68,790
Q2 2025 Reduced 2.94%
$2.26T
$31.1 Million 3.39% of portfolio
141,785
Q2 2025 Added 1.23%
$1.78T
$27.8 Million 3.03% of portfolio
37,643
Q2 2025 Reduced 0.45%
$545B
$27.5 Million 3.0% of portfolio
20,547
Q2 2025 Reduced 2.42%
$1.21T
$26.6 Million 2.9% of portfolio
151,028
Q2 2025 Added 0.71%
$3.69T
$25.9 Million 2.82% of portfolio
126,092
Q2 2025 Added 0.74%
$217B
$24.3 Million 2.65% of portfolio
4,199
Q2 2025 Reduced 2.67%
$293B
$22.2 Million 2.42% of portfolio
320,519
Q2 2025 Added 0.72%
$859B
$21.7 Million 2.37% of portfolio
74,943
Q2 2025 Added 0.69%
$218B
$21.6 Million 2.35% of portfolio
55,589
Q2 2025 Added 0.29%
$281B
$19.6 Million 2.13% of portfolio
200,061
Q2 2025 Added 1.8%
$405B
$19.6 Million 2.13% of portfolio
53,382
Q2 2025 Added 3.67%
$232B
$17.8 Million 1.94% of portfolio
65,261
Q2 2025 Added 0.51%
$551B
$16.1 Million 1.75% of portfolio
45,309
Q2 2025 Added 0.3%
$621B
$15.7 Million 1.71% of portfolio
32,288
Q2 2025 Added 1.27%
$229B
$15.1 Million 1.64% of portfolio
110,986
Q2 2025 Reduced 0.86%
$368B
$15 Million 1.63% of portfolio
94,199
Q2 2025 Added 14.88%
$381B
$14.1 Million 1.53% of portfolio
296,941
Q2 2025 Added 5.95%
$202B
$13.9 Million 1.51% of portfolio
105,256
Q2 2025 Added 17.0%
$608B
$13.5 Million 1.47% of portfolio
17,322
Q2 2025 Added 9.7%
$203B
$13.2 Million 1.44% of portfolio
167,108
Q2 2025 Added 15.59%
$207B
$11.8 Million 1.29% of portfolio
95,220
Q2 2025 Added 1.71%
$302B
$10.4 Million 1.13% of portfolio
72,761
Q2 2025 Added 0.55%
$245B
$2.63 Million 0.29% of portfolio
8,416
Q2 2025 Reduced 73.09%
$442B
$230,000 0.03% of portfolio
2,138
Q2 2025 Added 0.47%
$1.24T
$207,000 0.02% of portfolio
1,171
Q2 2025 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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