Filed: 7/15/2025ACC: 0000931097-25-000004
📋 What this filing means
CCM INVESTMENT ADVISERS LLC filed this quarterly 13F‑HR report disclosing 71 equity positions with a total reported market value of $928.40M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
71
Positions
$928.40M
Total AUM (reported)
5.84M
Total Shares
Allocation by class
COM$927.19M99.9%
PFD$1.00M0.1%
MMF$210.7K0.0%
Portfolio Concentration
Top 3$105.89M11.4%
4–10$193.30M20.8%
11–25$283.08M30.5%
Rest$346.13M37.3%
Top 3 weight
11.4%
Top 10 weight
32.2%
Voting Authority Distribution
Total shares with voting rights: 5.84M
Sole
Full voting authority
5.84M
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)
Sole71
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings71
Rows:
NVIDIA Corp.
SOLEShares248.69K
TypeSH
Market value$39.29M
4.23%
Sole
248.69K
Shared
0.00
None
0.00
Microsoft Corp.
SOLEShares68.79K
TypeSH
Market value$34.22M
3.69%
Sole
68.79K
Shared
0.00
None
0.00
Broadcom Inc
SOLEShares117.48K
TypeSH
Market value$32.38M
3.49%
Sole
117.48K
Shared
0.00
None
0.00
Amazon.Com Inc.
SOLEShares141.78K
TypeSH
Market value$31.11M
3.35%
Sole
141.78K
Shared
0.00
None
0.00
Jabil Circuit, Inc.
SOLEShares138K
TypeSH
Market value$30.10M
3.24%
Sole
138K
Shared
0.00
None
0.00
Meta Platforms Inc.
SOLEShares37.64K
TypeSH
Market value$27.78M
2.99%
Sole
37.64K
Shared
0.00
None
0.00
Netflix Inc
SOLEShares20.55K
TypeSH
Market value$27.52M
2.96%
Sole
20.55K
Shared
0.00
None
0.00
Alphabet Inc. Class A
SOLEShares151.03K
TypeSH
Market value$26.62M
2.87%
Sole
151.03K
Shared
0.00
None
0.00
Apple Inc.
SOLEShares126.09K
TypeSH
Market value$25.87M
2.79%
Sole
126.09K
Shared
0.00
None
0.00
Booking Holdings Inc.
SOLEShares4.20K
TypeSH
Market value$24.31M
2.62%
Sole
4.20K
Shared
0.00
None
0.00
Eaton Corp.
SOLEShares63.11K
TypeSH
Market value$22.53M
2.43%
Sole
63.11K
Shared
0.00
None
0.00
Seagate Technology Holdings
SOLEShares154.33K
TypeSH
Market value$22.27M
2.40%
Sole
154.33K
Shared
0.00
None
0.00
Cisco Systems
SOLEShares320.52K
TypeSH
Market value$22.24M
2.40%
Sole
320.52K
Shared
0.00
None
0.00
J. P. Morgan
SOLEShares74.94K
TypeSH
Market value$21.73M
2.34%
Sole
74.94K
Shared
0.00
None
0.00
Caterpillar Inc Del
SOLEShares55.59K
TypeSH
Market value$21.58M
2.32%
Sole
55.59K
Shared
0.00
None
0.00
Crowdstrike Hldgs
SOLEShares38.52K
TypeSH
Market value$19.62M
2.11%
Sole
38.52K
Shared
0.00
None
0.00
Home Depot Inc.
SOLEShares53.38K
TypeSH
Market value$19.57M
2.11%
Sole
53.38K
Shared
0.00
None
0.00
Wal Mart Stores
SOLEShares200.06K
TypeSH
Market value$19.56M
2.11%
Sole
200.06K
Shared
0.00
None
0.00
Applied Materials Inc.
SOLEShares101.09K
TypeSH
Market value$18.51M
1.99%
Sole
101.09K
Shared
0.00
None
0.00
SalesForce Inc.
SOLEShares65.26K
TypeSH
Market value$17.80M
1.92%
Sole
65.26K
Shared
0.00
None
0.00
Visa Inc.
SOLEShares45.31K
TypeSH
Market value$16.09M
1.73%
Sole
45.31K
Shared
0.00
None
0.00
Berkshire Hathaway Inc. Cl B
SOLEShares32.29K
TypeSH
Market value$15.68M
1.69%
Sole
32.29K
Shared
0.00
None
0.00
Capital One Financial
SOLEShares73.56K
TypeSH
Market value$15.65M
1.69%
Sole
73.56K
Shared
0.00
None
0.00
Evercore Inc.
SOLEShares56.06K
TypeSH
Market value$15.14M
1.63%
Sole
56.06K
Shared
0.00
None
0.00
AbbVie Inc.
SOLEShares81.42K
TypeSH
Market value$15.11M
1.63%
Sole
81.42K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA Corp.SOLE | COM | 248.69K | SH | $39.29M 4.23% | 248.69K | 0.00 | 0.00 |
Microsoft Corp.SOLE | COM | 68.79K | SH | $34.22M 3.69% | 68.79K | 0.00 | 0.00 |
Broadcom IncSOLE | COM | 117.48K | SH | $32.38M 3.49% | 117.48K | 0.00 | 0.00 |
Amazon.Com Inc.SOLE | COM | 141.78K | SH | $31.11M 3.35% | 141.78K | 0.00 | 0.00 |
Jabil Circuit, Inc.SOLE | COM | 138K | SH | $30.10M 3.24% | 138K | 0.00 | 0.00 |
Meta Platforms Inc.SOLE | COM | 37.64K | SH | $27.78M 2.99% | 37.64K | 0.00 | 0.00 |
Netflix IncSOLE | COM | 20.55K | SH | $27.52M 2.96% | 20.55K | 0.00 | 0.00 |
Alphabet Inc. Class ASOLE | COM | 151.03K | SH | $26.62M 2.87% | 151.03K | 0.00 | 0.00 |
Apple Inc.SOLE | COM | 126.09K | SH | $25.87M 2.79% | 126.09K | 0.00 | 0.00 |
Booking Holdings Inc.SOLE | COM | 4.20K | SH | $24.31M 2.62% | 4.20K | 0.00 | 0.00 |
Eaton Corp.SOLE | COM | 63.11K | SH | $22.53M 2.43% | 63.11K | 0.00 | 0.00 |
Seagate Technology HoldingsSOLE | COM | 154.33K | SH | $22.27M 2.40% | 154.33K | 0.00 | 0.00 |
Cisco SystemsSOLE | COM | 320.52K | SH | $22.24M 2.40% | 320.52K | 0.00 | 0.00 |
J. P. MorganSOLE | COM | 74.94K | SH | $21.73M 2.34% | 74.94K | 0.00 | 0.00 |
Caterpillar Inc DelSOLE | COM | 55.59K | SH | $21.58M 2.32% | 55.59K | 0.00 | 0.00 |
Crowdstrike HldgsSOLE | COM | 38.52K | SH | $19.62M 2.11% | 38.52K | 0.00 | 0.00 |
Home Depot Inc.SOLE | COM | 53.38K | SH | $19.57M 2.11% | 53.38K | 0.00 | 0.00 |
Wal Mart StoresSOLE | COM | 200.06K | SH | $19.56M 2.11% | 200.06K | 0.00 | 0.00 |
Applied Materials Inc.SOLE | COM | 101.09K | SH | $18.51M 1.99% | 101.09K | 0.00 | 0.00 |
SalesForce Inc.SOLE | COM | 65.26K | SH | $17.80M 1.92% | 65.26K | 0.00 | 0.00 |
Visa Inc.SOLE | COM | 45.31K | SH | $16.09M 1.73% | 45.31K | 0.00 | 0.00 |
Berkshire Hathaway Inc. Cl BSOLE | COM | 32.29K | SH | $15.68M 1.69% | 32.29K | 0.00 | 0.00 |
Capital One FinancialSOLE | COM | 73.56K | SH | $15.65M 1.69% | 73.56K | 0.00 | 0.00 |
Evercore Inc.SOLE | COM | 56.06K | SH | $15.14M 1.63% | 56.06K | 0.00 | 0.00 |
AbbVie Inc.SOLE | COM | 81.42K | SH | $15.11M 1.63% | 81.42K | 0.00 | 0.00 |
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