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CIK: 0000931097
Total reported value
$1.3B
$1.3B
75 檔
12.6%
As reported in its official Q4 2024 Form 13F filing, Ccm Investment Advisers LLC's tracked investment portfolio stood at $1.3B with 75 total positions.
During Q4 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 | 3.98% | — | -4.73% | ||
| 2 | AAPL | Apple Inc | Stock-Tech | 3.65% | -0.18% | +0.10% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.60% | -0.10% | -1.11% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.53% | -0.32% | -6.23% | |
| 5 | ✓ | Stock-Other | 3.26% | — | +0.85% | ||
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.24% | -0.23% | +1.88% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.84% | -0.35% | -2.13% | |
| 8 | JBL | Jabil Inc | Stock-Tech | 2.62% | +0.16% | +0.73% | |
| 9 | ✓ | Stock-Other | 2.53% | — | -6.12% | ||
| 10 | CRM | Salesforce Inc | Stock-Tech | 2.49% | -0.17% | +0.23% | |
| 11 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.45% | -0.10% | -5.76% | |
| 12 | ETN | Eaton Corporation plc | Stock-Industrials | 2.32% | -0.04% | -2.80% | |
| 13 | CAT | Caterpillar Inc | Stock-Industrials | 2.28% | +0.30% | -4.91% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.26% | -0.18% | -1.82% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 2.19% | +0.02% | -0.88% | |
| 16 | CSCO | Cisco Systems Inc | Stock-Tech | 2.13% | +0.40% | +4.33% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 2.01% | -0.57% | -1.38% | |
| 18 | ✓ | Stock-Other | 1.87% | — | -0.60% | ||
| 19 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.84% | -0.19% | +9.70% | |
| 20 | FISV | Fiserv Inc | Stock-Other | 1.82% | -0.03% | EXIT | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.81% | +0.01% | +7.61% | |
| 22 | ✓ | Stock-Other | 1.80% | — | -11.37% | ||
| 23 | AMAT | Applied Materials Inc | Stock-Tech | 1.74% | +1.61% | +15.85% | |
| 24 | DAL | Delta Air Lines Inc | Stock-Industrials | 1.74% | -0.51% | -12.42% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.66% | -0.19% | -0.12% | |
| 26 | ✓ | Stock-Other | 1.62% | — | +1.70% | ||
| 27 | ✓ | Stock-Other | 1.59% | — | -10.31% | ||
| 28 | ✓ | Stock-Other | 1.54% | — | -7.85% | ||
| 29 | ✓ | Stock-Other | 1.53% | — | +11.30% | ||
| 30 | ADBE | Adobe Inc | Stock-Tech | 1.49% | — | +8.41% | |
| 31 | ✓ | Stock-Other | 1.48% | — | -1.18% | ||
| 32 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.48% | -0.04% | +0.51% | |
| 33 | ABT | Abbott Laboratories | Stock-Healthcare | 1.45% | -0.23% | -1.87% | |
| 34 | ✓ | Stock-Other | 1.39% | — | +2.80% | ||
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.35% | -0.02% | +2.90% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 1.34% | -0.48% | -13.06% | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 1.34% | -0.62% | -1.51% | |
| 38 | FE | Firstenergy CORP | Stock-Utilities | 1.31% | -0.73% | +1.35% | |
| 39 | ✓ | Stock-Other | 1.29% | — | -14.87% | ||
| 40 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.29% | +0.80% | +31.53% | |
| 41 | SO | Southern Co/the | Stock-Utilities | 1.28% | -0.24% | -0.08% | |
| 42 | QCOM | Qualcomm Inc | Stock-Tech | 1.28% | -0.06% | EXIT | |
| 43 | ✓ | Stock-Other | 1.27% | — | -2.26% | ||
| 44 | ✓ | Stock-Other | 1.20% | — | +5.42% | ||
| 45 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.18% | -0.08% | -2.65% | |
| 46 | PSX | Phillips 66 | Stock-Energy | 1.18% | -0.60% | -10.81% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.16% | -0.43% | +0.56% | |
| 48 | ✓ | Stock-Other | 1.09% | — | -1.72% | ||
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.05% | +0.17% | -17.29% | |
| 50 | ✓ | Stock-Other | 1.00% | — | +24.32% |
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 Q4 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 , AAPL, AMZN) accounted for 12.6% of total reported equity market value during Q4 2024.
During Q4 2024, Ccm Investment Advisers LLC's top holdings by market value included (4.0%)、AAPL (3.6%)、AMZN (3.6%). The largest single position, , represented 4.0% of total portfolio value.
In Q4 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.
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