Filed: 4/16/2025ACC: 0000931097-25-000003
📋 What this filing means
CCM INVESTMENT ADVISERS LLC filed this quarterly 13F‑HR report disclosing 70 equity positions with a total reported market value of $815.37M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
70
Positions
$815.37M
Total AUM (reported)
5.43M
Total Shares
Allocation by class
COM$813.94M99.8%
PFD$1.02M0.1%
MMF$400.0K0.0%
Portfolio Concentration
Top 3$82.01M10.1%
4–10$151.09M18.5%
11–25$251.50M30.8%
Rest$330.76M40.6%
Top 3 weight
10.1%
Top 10 weight
28.6%
Voting Authority Distribution
Total shares with voting rights: 5.43M
Sole
Full voting authority
5.43M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole70
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings70
Rows:
Apple Inc.
SOLEShares125.17K
TypeSH
Market value$27.80M
3.41%
Sole
125.17K
Shared
0.00
None
0.00
NVIDIA Corp.
SOLEShares254.31K
TypeSH
Market value$27.56M
3.38%
Sole
254.31K
Shared
0.00
None
0.00
Amazon.Com Inc.
SOLEShares140.06K
TypeSH
Market value$26.65M
3.27%
Sole
140.06K
Shared
0.00
None
0.00
Microsoft Corp.
SOLEShares70.88K
TypeSH
Market value$26.61M
3.26%
Sole
70.88K
Shared
0.00
None
0.00
Alphabet Inc. Class A
SOLEShares149.96K
TypeSH
Market value$23.19M
2.84%
Sole
149.96K
Shared
0.00
None
0.00
Meta Platforms Inc.
SOLEShares37.81K
TypeSH
Market value$21.79M
2.67%
Sole
37.81K
Shared
0.00
None
0.00
Broadcom Inc
SOLEShares121.55K
TypeSH
Market value$20.35M
2.50%
Sole
121.55K
Shared
0.00
None
0.00
Booking Holdings Inc.
SOLEShares4.31K
TypeSH
Market value$19.88M
2.44%
Sole
4.31K
Shared
0.00
None
0.00
Cisco Systems
SOLEShares318.23K
TypeSH
Market value$19.64M
2.41%
Sole
318.23K
Shared
0.00
None
0.00
Netflix Inc
SOLEShares21.06K
TypeSH
Market value$19.64M
2.41%
Sole
21.06K
Shared
0.00
None
0.00
Jabil Circuit, Inc.
SOLEShares142.50K
TypeSH
Market value$19.39M
2.38%
Sole
142.50K
Shared
0.00
None
0.00
Home Depot Inc.
SOLEShares51.49K
TypeSH
Market value$18.87M
2.31%
Sole
51.49K
Shared
0.00
None
0.00
Caterpillar Inc Del
SOLEShares55.43K
TypeSH
Market value$18.28M
2.24%
Sole
55.43K
Shared
0.00
None
0.00
J. P. Morgan
SOLEShares74.43K
TypeSH
Market value$18.26M
2.24%
Sole
74.43K
Shared
0.00
None
0.00
SalesForce Inc.
SOLEShares64.93K
TypeSH
Market value$17.42M
2.14%
Sole
64.93K
Shared
0.00
None
0.00
Wal Mart Stores
SOLEShares196.53K
TypeSH
Market value$17.25M
2.12%
Sole
196.53K
Shared
0.00
None
0.00
Berkshire Hathaway Inc. Cl B
SOLEShares31.88K
TypeSH
Market value$16.98M
2.08%
Sole
31.88K
Shared
0.00
None
0.00
Eaton Corp.
SOLEShares62.29K
TypeSH
Market value$16.93M
2.08%
Sole
62.29K
Shared
0.00
None
0.00
UnitedHealth Group Inc.
SOLEShares31.27K
TypeSH
Market value$16.38M
2.01%
Sole
31.27K
Shared
0.00
None
0.00
AbbVie Inc.
SOLEShares77.52K
TypeSH
Market value$16.24M
1.99%
Sole
77.52K
Shared
0.00
None
0.00
Visa Inc.
SOLEShares45.17K
TypeSH
Market value$15.83M
1.94%
Sole
45.17K
Shared
0.00
None
0.00
Thermo Fisher Scientific
SOLEShares30.89K
TypeSH
Market value$15.37M
1.89%
Sole
30.89K
Shared
0.00
None
0.00
Fiserv Inc.
SOLEShares67.86K
TypeSH
Market value$14.99M
1.84%
Sole
67.86K
Shared
0.00
None
0.00
Abbott Laboratories
SOLEShares111.95K
TypeSH
Market value$14.85M
1.82%
Sole
111.95K
Shared
0.00
None
0.00
Chubb Limited
SOLEShares47.85K
TypeSH
Market value$14.45M
1.77%
Sole
47.85K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple Inc.SOLE | COM | 125.17K | SH | $27.80M 3.41% | 125.17K | 0.00 | 0.00 |
NVIDIA Corp.SOLE | COM | 254.31K | SH | $27.56M 3.38% | 254.31K | 0.00 | 0.00 |
Amazon.Com Inc.SOLE | COM | 140.06K | SH | $26.65M 3.27% | 140.06K | 0.00 | 0.00 |
Microsoft Corp.SOLE | COM | 70.88K | SH | $26.61M 3.26% | 70.88K | 0.00 | 0.00 |
Alphabet Inc. Class ASOLE | COM | 149.96K | SH | $23.19M 2.84% | 149.96K | 0.00 | 0.00 |
Meta Platforms Inc.SOLE | COM | 37.81K | SH | $21.79M 2.67% | 37.81K | 0.00 | 0.00 |
Broadcom IncSOLE | COM | 121.55K | SH | $20.35M 2.50% | 121.55K | 0.00 | 0.00 |
Booking Holdings Inc.SOLE | COM | 4.31K | SH | $19.88M 2.44% | 4.31K | 0.00 | 0.00 |
Cisco SystemsSOLE | COM | 318.23K | SH | $19.64M 2.41% | 318.23K | 0.00 | 0.00 |
Netflix IncSOLE | COM | 21.06K | SH | $19.64M 2.41% | 21.06K | 0.00 | 0.00 |
Jabil Circuit, Inc.SOLE | COM | 142.50K | SH | $19.39M 2.38% | 142.50K | 0.00 | 0.00 |
Home Depot Inc.SOLE | COM | 51.49K | SH | $18.87M 2.31% | 51.49K | 0.00 | 0.00 |
Caterpillar Inc DelSOLE | COM | 55.43K | SH | $18.28M 2.24% | 55.43K | 0.00 | 0.00 |
J. P. MorganSOLE | COM | 74.43K | SH | $18.26M 2.24% | 74.43K | 0.00 | 0.00 |
SalesForce Inc.SOLE | COM | 64.93K | SH | $17.42M 2.14% | 64.93K | 0.00 | 0.00 |
Wal Mart StoresSOLE | COM | 196.53K | SH | $17.25M 2.12% | 196.53K | 0.00 | 0.00 |
Berkshire Hathaway Inc. Cl BSOLE | COM | 31.88K | SH | $16.98M 2.08% | 31.88K | 0.00 | 0.00 |
Eaton Corp.SOLE | COM | 62.29K | SH | $16.93M 2.08% | 62.29K | 0.00 | 0.00 |
UnitedHealth Group Inc.SOLE | COM | 31.27K | SH | $16.38M 2.01% | 31.27K | 0.00 | 0.00 |
AbbVie Inc.SOLE | COM | 77.52K | SH | $16.24M 1.99% | 77.52K | 0.00 | 0.00 |
Visa Inc.SOLE | COM | 45.17K | SH | $15.83M 1.94% | 45.17K | 0.00 | 0.00 |
Thermo Fisher ScientificSOLE | COM | 30.89K | SH | $15.37M 1.89% | 30.89K | 0.00 | 0.00 |
Fiserv Inc.SOLE | COM | 67.86K | SH | $14.99M 1.84% | 67.86K | 0.00 | 0.00 |
Abbott LaboratoriesSOLE | COM | 111.95K | SH | $14.85M 1.82% | 111.95K | 0.00 | 0.00 |
Chubb LimitedSOLE | COM | 47.85K | SH | $14.45M 1.77% | 47.85K | 0.00 | 0.00 |
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