Filed: 10/10/2025ACC: 0000931097-25-000009
📋 What this filing means
CCM INVESTMENT ADVISERS LLC filed this quarterly 13F‑HR report disclosing 93 equity positions with a total reported market value of $1.02B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
93
Positions
$1.02B
Total AUM (reported)
5.91M
Total Shares
Allocation by class
COM$1.01B99.7%
MMF$2.19M0.2%
PFD$1.24M0.1%
Portfolio Concentration
Top 3$112.39M11.1%
4–10$208.84M20.6%
11–25$298.47M29.4%
Rest$395.56M39.0%
Top 3 weight
11.1%
Top 10 weight
31.6%
Voting Authority Distribution
Total shares with voting rights: 5.91M
Sole
Full voting authority
5.91M
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)
Sole93
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings93
Rows:
NVIDIA Corp.
SOLEShares217.33K
TypeSH
Market value$40.55M
3.99%
Sole
217.33K
Shared
0.00
None
0.00
Broadcom Inc
SOLEShares109.49K
TypeSH
Market value$36.12M
3.56%
Sole
109.49K
Shared
0.00
None
0.00
Alphabet Inc. Class A
SOLEShares146.92K
TypeSH
Market value$35.72M
3.52%
Sole
146.92K
Shared
0.00
None
0.00
Microsoft Corp.
SOLEShares65.06K
TypeSH
Market value$33.70M
3.32%
Sole
65.06K
Shared
0.00
None
0.00
Apple Inc.
SOLEShares128.99K
TypeSH
Market value$32.84M
3.23%
Sole
128.99K
Shared
0.00
None
0.00
Amazon.Com Inc.
SOLEShares144.21K
TypeSH
Market value$31.66M
3.12%
Sole
144.21K
Shared
0.00
None
0.00
Jabil Circuit, Inc.
SOLEShares133.82K
TypeSH
Market value$29.06M
2.86%
Sole
133.82K
Shared
0.00
None
0.00
Meta Platforms Inc.
SOLEShares37.92K
TypeSH
Market value$27.84M
2.74%
Sole
37.92K
Shared
0.00
None
0.00
Seagate Technology Holdings
SOLEShares116K
TypeSH
Market value$27.38M
2.70%
Sole
116K
Shared
0.00
None
0.00
Caterpillar Inc Del
SOLEShares55.22K
TypeSH
Market value$26.35M
2.60%
Sole
55.22K
Shared
0.00
None
0.00
Netflix Inc
SOLEShares20.27K
TypeSH
Market value$24.30M
2.39%
Sole
20.27K
Shared
0.00
None
0.00
J. P. Morgan
SOLEShares76.17K
TypeSH
Market value$24.03M
2.37%
Sole
76.17K
Shared
0.00
None
0.00
Eaton Corp.
SOLEShares61.34K
TypeSH
Market value$22.96M
2.26%
Sole
61.34K
Shared
0.00
None
0.00
Home Depot Inc.
SOLEShares55.91K
TypeSH
Market value$22.65M
2.23%
Sole
55.91K
Shared
0.00
None
0.00
Booking Holdings Inc.
SOLEShares4.03K
TypeSH
Market value$21.73M
2.14%
Sole
4.03K
Shared
0.00
None
0.00
Cisco Systems
SOLEShares317.55K
TypeSH
Market value$21.73M
2.14%
Sole
317.55K
Shared
0.00
None
0.00
Applied Materials Inc.
SOLEShares103.03K
TypeSH
Market value$21.09M
2.08%
Sole
103.03K
Shared
0.00
None
0.00
Wal Mart Stores
SOLEShares203.88K
TypeSH
Market value$21.01M
2.07%
Sole
203.88K
Shared
0.00
None
0.00
Crowdstrike Hldgs
SOLEShares38.55K
TypeSH
Market value$18.90M
1.86%
Sole
38.55K
Shared
0.00
None
0.00
Evercore Inc.
SOLEShares55.81K
TypeSH
Market value$18.83M
1.85%
Sole
55.81K
Shared
0.00
None
0.00
Berkshire Hathaway Inc. Cl B
SOLEShares34.10K
TypeSH
Market value$17.14M
1.69%
Sole
34.10K
Shared
0.00
None
0.00
AbbVie Inc.
SOLEShares73.84K
TypeSH
Market value$17.10M
1.68%
Sole
73.84K
Shared
0.00
None
0.00
Capital One Financial
SOLEShares74.28K
TypeSH
Market value$15.79M
1.56%
Sole
74.28K
Shared
0.00
None
0.00
Visa Inc.
SOLEShares45.95K
TypeSH
Market value$15.69M
1.55%
Sole
45.95K
Shared
0.00
None
0.00
Bank Of America Corp.
SOLEShares301.04K
TypeSH
Market value$15.53M
1.53%
Sole
301.04K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA Corp.SOLE | COM | 217.33K | SH | $40.55M 3.99% | 217.33K | 0.00 | 0.00 |
Broadcom IncSOLE | COM | 109.49K | SH | $36.12M 3.56% | 109.49K | 0.00 | 0.00 |
Alphabet Inc. Class ASOLE | COM | 146.92K | SH | $35.72M 3.52% | 146.92K | 0.00 | 0.00 |
Microsoft Corp.SOLE | COM | 65.06K | SH | $33.70M 3.32% | 65.06K | 0.00 | 0.00 |
Apple Inc.SOLE | COM | 128.99K | SH | $32.84M 3.23% | 128.99K | 0.00 | 0.00 |
Amazon.Com Inc.SOLE | COM | 144.21K | SH | $31.66M 3.12% | 144.21K | 0.00 | 0.00 |
Jabil Circuit, Inc.SOLE | COM | 133.82K | SH | $29.06M 2.86% | 133.82K | 0.00 | 0.00 |
Meta Platforms Inc.SOLE | COM | 37.92K | SH | $27.84M 2.74% | 37.92K | 0.00 | 0.00 |
Seagate Technology HoldingsSOLE | COM | 116K | SH | $27.38M 2.70% | 116K | 0.00 | 0.00 |
Caterpillar Inc DelSOLE | COM | 55.22K | SH | $26.35M 2.60% | 55.22K | 0.00 | 0.00 |
Netflix IncSOLE | COM | 20.27K | SH | $24.30M 2.39% | 20.27K | 0.00 | 0.00 |
J. P. MorganSOLE | COM | 76.17K | SH | $24.03M 2.37% | 76.17K | 0.00 | 0.00 |
Eaton Corp.SOLE | COM | 61.34K | SH | $22.96M 2.26% | 61.34K | 0.00 | 0.00 |
Home Depot Inc.SOLE | COM | 55.91K | SH | $22.65M 2.23% | 55.91K | 0.00 | 0.00 |
Booking Holdings Inc.SOLE | COM | 4.03K | SH | $21.73M 2.14% | 4.03K | 0.00 | 0.00 |
Cisco SystemsSOLE | COM | 317.55K | SH | $21.73M 2.14% | 317.55K | 0.00 | 0.00 |
Applied Materials Inc.SOLE | COM | 103.03K | SH | $21.09M 2.08% | 103.03K | 0.00 | 0.00 |
Wal Mart StoresSOLE | COM | 203.88K | SH | $21.01M 2.07% | 203.88K | 0.00 | 0.00 |
Crowdstrike HldgsSOLE | COM | 38.55K | SH | $18.90M 1.86% | 38.55K | 0.00 | 0.00 |
Evercore Inc.SOLE | COM | 55.81K | SH | $18.83M 1.85% | 55.81K | 0.00 | 0.00 |
Berkshire Hathaway Inc. Cl BSOLE | COM | 34.10K | SH | $17.14M 1.69% | 34.10K | 0.00 | 0.00 |
AbbVie Inc.SOLE | COM | 73.84K | SH | $17.10M 1.68% | 73.84K | 0.00 | 0.00 |
Capital One FinancialSOLE | COM | 74.28K | SH | $15.79M 1.56% | 74.28K | 0.00 | 0.00 |
Visa Inc.SOLE | COM | 45.95K | SH | $15.69M 1.55% | 45.95K | 0.00 | 0.00 |
Bank Of America Corp.SOLE | COM | 301.04K | SH | $15.53M 1.53% | 301.04K | 0.00 | 0.00 |
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