Ccm Investment Group, LLC Portfolio Holdings

Ccm Investment Group, LLC

  • $946 Billion
  • Q1 2025

Ccm Investment Group, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $946 Billion distributed in 207 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Msci Intl Develop with a value of $99.7B, Vanguard Ftse Developed Market with a value of $97.2B, American Centy ETF Tr Avantis with a value of $88.1B, Vanguard Ftse Emerging Mkts Et with a value of $57.3B, and American Centy ETF Tr Avantis with a value of $51.4B.

Examining the 13F form we can see an increase of $946B in the current position value.

Ccm Investment Group, LLC is based out at Northfield, MN

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

Portfolio value $946 Billion
ETFs: $430 Billion
Industrials: $82.7 Billion
Healthcare: $82.4 Billion
Consumer Cyclical: $73.5 Billion
Consumer Defensive: $66.7 Billion
Energy: $58.2 Billion
Technology: $49.6 Billion
Communication Services: $23.2 Billion
Other: $17 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$12.8B
$655 Million 0.07% of portfolio
12,972
Q4 2024 Added 36.56%
$1.96B
$702 Million 0.07% of portfolio
11,965
Q4 2024 Reduced 4.29%
$13.2B
$638 Million 0.07% of portfolio
6,061
Q1 2025 New
$8.77B
$675 Million 0.07% of portfolio
1,466
Q4 2024 Added 6.82%
$8.65B
$545 Million 0.06% of portfolio
20,533
Q4 2024 Reduced 4.27%
$21.6B
$538 Million 0.06% of portfolio
6,495
Q4 2024 Added 23.86%
$13.5B
$584 Million 0.06% of portfolio
2,708
Q4 2024 Added 36.85%
$9.92B
$566 Million 0.06% of portfolio
9,698
Q4 2024 Added 45.11%
$5.48B
$545 Million 0.06% of portfolio
4,841
Q4 2024 Reduced 38.28%
$8.31B
$559 Million 0.06% of portfolio
9,185
Q4 2024 Reduced 18.3%
$4.86B
$549 Million 0.06% of portfolio
42,834
Q4 2024 Reduced 4.79%
$7.76B
$611 Million 0.06% of portfolio
5,888
Q4 2024 Added 4.81%
$8.17B
$556 Million 0.06% of portfolio
5,789
Q4 2024 Reduced 2.99%
$5.15B
$606 Million 0.06% of portfolio
5,718
Q4 2024 Reduced 3.03%
$6.65B
$572 Million 0.06% of portfolio
24,455
Q4 2024 Reduced 13.88%
$3.25B
$584 Million 0.06% of portfolio
7,757
Q4 2024 Added 4.11%
$8.08B
$531 Million 0.06% of portfolio
1,482
Q4 2024 Added 29.22%
$29.2B
$612 Million 0.06% of portfolio
4,501
Q4 2024 Added 101.98%
$11.6B
$522 Million 0.06% of portfolio
5,917
Q1 2025 New
$13.5B
$440 Million 0.05% of portfolio
14,480
Q4 2024 Reduced 4.74%
$15.6B
$491 Million 0.05% of portfolio
3,831
Q4 2024 Reduced 4.46%
-
$484 Million 0.05% of portfolio
-
Q4 2024 Reduced 44.19%
$4.84B
$431 Million 0.05% of portfolio
9,287
Q4 2024 Added 18.23%
$4.7B
$474 Million 0.05% of portfolio
8,858
Q4 2024 Reduced 16.27%
$4.4B
$510 Million 0.05% of portfolio
3,460
Q4 2024 Reduced 10.92%
$12.3B
$491 Million 0.05% of portfolio
1,558
Q1 2025 New
$3.13B
$453 Million 0.05% of portfolio
26,544
Q4 2024 Added 21.18%
$10.8B
$507 Million 0.05% of portfolio
3,189
Q4 2024 Added 36.19%
$8.59B
$478 Million 0.05% of portfolio
2,165
Q4 2024 Reduced 11.96%
$8.18B
$462 Million 0.05% of portfolio
836
Q1 2025 New
$2.76B
$476 Million 0.05% of portfolio
25,213
Q4 2024 Reduced 21.19%
$93.8B
$492 Million 0.05% of portfolio
5,223
Q4 2024 Reduced 30.21%
$5.46B
$478 Million 0.05% of portfolio
7,382
Q4 2024 Reduced 15.48%
$4.2B
$356 Million 0.04% of portfolio
7,613
Q4 2024 Reduced 15.88%
$7.69B
$397 Million 0.04% of portfolio
7,936
Q4 2024 Added 28.01%
$2.76B
$413 Million 0.04% of portfolio
11,781
Q1 2025 New
$11.1B
$390 Million 0.04% of portfolio
1,488
Q4 2024 Added 21.71%
$11.5B
$407 Million 0.04% of portfolio
1,984
Q1 2025 New
$8.19B
$339 Million 0.04% of portfolio
2,981
Q1 2025 New
$10.3B
$382 Million 0.04% of portfolio
13,544
Q1 2025 New
$9.24B
$401 Million 0.04% of portfolio
6,047
Q4 2024 Reduced 2.86%
$6.42B
$334 Million 0.04% of portfolio
2,905
Q4 2024 Added 23.44%
$9.47B
$338 Million 0.04% of portfolio
8,509
Q1 2025 New
$7.94B
$415 Million 0.04% of portfolio
5,696
Q4 2024 Reduced 27.6%
$13.7B
$393 Million 0.04% of portfolio
2,074
Q1 2025 New
$8B
$396 Million 0.04% of portfolio
2,932
Q1 2025 New
$6.49B
$295 Million 0.03% of portfolio
5,866
Q1 2025 New
$5.61B
$258 Million 0.03% of portfolio
16,472
Q4 2024 Added 9.61%
$3.16B
$330 Million 0.03% of portfolio
6,028
Q4 2024 Reduced 26.26%

Summary

  • Portfolio
  • No. of Stocks 207
  • Current Value $946 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 207 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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