13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000931097
Total reported value
$1.3B
$1.3B
75 檔
10.4%
In Q1 2024, Ccm Investment Advisers LLC's U.S. equity holdings reached a combined market value of $1.3B, distributed across 75 disclosed stock positions.
During Q1 2024, Ccm Investment Advisers LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Stock-Other | 3.81% | — | -14.23% | ||
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.36% | -0.23% | -4.59% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.19% | -0.10% | -5.06% | |
| 4 | ✓ | Stock-Other | 3.00% | — | -1.51% | ||
| 5 | AVGO | Broadcom Inc | Stock-Tech | 2.67% | -0.32% | -16.56% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.66% | -0.18% | -1.89% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.66% | -0.35% | +0.36% | |
| 8 | CAT | Caterpillar Inc | Stock-Industrials | 2.65% | +0.30% | -9.50% | |
| 9 | ETN | Eaton Corporation plc | Stock-Industrials | 2.59% | -0.04% | -23.01% | |
| 10 | CRM | Salesforce Inc | Stock-Tech | 2.33% | -0.17% | -10.03% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 2.31% | +0.02% | -4.81% | |
| 12 | JBL | Jabil Inc | Stock-Tech | 2.26% | +0.16% | -10.51% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.17% | -0.18% | -5.60% | |
| 14 | AMAT | Applied Materials Inc | Stock-Tech | 2.11% | +1.61% | -14.95% | |
| 15 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.08% | -0.10% | -8.90% | |
| 16 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.01% | -0.19% | -2.34% | |
| 17 | ✓ | Stock-Other | 2.00% | — | -6.55% | ||
| 18 | ✓ | Stock-Other | 1.94% | — | +28.43% | ||
| 19 | ✓ | Stock-Other | 1.92% | — | -5.89% | ||
| 20 | DAL | Delta Air Lines Inc | Stock-Industrials | 1.88% | -0.51% | -2.64% | |
| 21 | ✓ | Stock-Other | 1.86% | — | -6.32% | ||
| 22 | ✓ | Stock-Other | 1.86% | — | -15.54% | ||
| 23 | FISV | Fiserv Inc | Stock-Other | 1.84% | -0.03% | EXIT | |
| 24 | ✓ | Stock-Other | 1.83% | — | -9.15% | ||
| 25 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.81% | +0.01% | -3.38% | |
| 26 | ABT | Abbott Laboratories | Stock-Healthcare | 1.75% | -0.23% | +0.23% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.70% | -0.19% | -1.03% | |
| 28 | ✓ | Stock-Other | 1.69% | — | -3.51% | ||
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 1.63% | +0.40% | -5.58% | |
| 30 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.60% | -0.04% | -5.02% | |
| 31 | ✓ | Stock-Other | 1.60% | — | -7.72% | ||
| 32 | PSX | Phillips 66 | Stock-Energy | 1.59% | -0.60% | -14.96% | |
| 33 | ADBE | Adobe Inc | Stock-Tech | 1.58% | — | -4.25% | |
| 34 | ✓ | Stock-Other | 1.54% | — | -3.83% | ||
| 35 | ✓ | Stock-Other | 1.47% | — | -2.67% | ||
| 36 | ✓ | Stock-Other | 1.46% | — | — | ||
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 1.44% | -0.57% | +207.16% | |
| 38 | BAC | Bank Of America CORP | Stock-Financials | 1.43% | -0.62% | -6.48% | |
| 39 | NUE | Nucor CORP | Stock-Materials | 1.42% | — | -7.23% | |
| 40 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.41% | -0.08% | -3.14% | |
| 41 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.38% | — | +7.59% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.36% | +0.17% | +1263.68% | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.36% | -0.43% | +9.80% | |
| 44 | FE | Firstenergy CORP | Stock-Utilities | 1.33% | -0.73% | +6.81% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.33% | -0.02% | +10.78% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 1.29% | -0.48% | +0.44% | |
| 47 | SO | Southern Co/the | Stock-Utilities | 1.18% | -0.24% | -1.28% | |
| 48 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.17% | — | +2.15% | |
| 49 | ✓ | Stock-Other | 1.05% | — | +3.81% | ||
| 50 | ✓ | Stock-Other | 1.01% | — | -0.94% |
According to official SEC Form 13F filings, Ccm Investment Advisers LLC reported a total U.S. public equity portfolio value of $1.3B across 75 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including , MSFT, AMZN) accounted for 10.4% of total reported equity market value during Q1 2024.
During Q1 2024, Ccm Investment Advisers LLC's top holdings by market value included (3.8%)、MSFT (3.4%)、AMZN (3.2%). The largest single position, , represented 3.8% of total portfolio value.
In Q1 2024, Ccm Investment Advisers LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.