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CIK: 0000931097
Total reported value
$1.3B
$1.3B
70 檔
10.2%
According to the latest 13F quarterly dataset, Ccm Investment Advisers LLC managed an equity portfolio of $1.3B at the end of Q1 2025, spanning 70 distinct U.S. exchange-listed positions.
In Q1 2025, Ccm Investment Advisers LLC displayed an active expansion posture, initiating 70 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.41% | -0.18% | -5.02% | |
| 2 | ✓ | Stock-Other | 3.38% | — | -5.10% | ||
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.27% | -0.10% | -5.75% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.26% | -0.23% | +1.78% | |
| 5 | ✓ | Stock-Other | 2.84% | — | -3.81% | ||
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.67% | -0.35% | -13.79% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.50% | -0.32% | -11.86% | |
| 8 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.44% | -0.10% | -3.14% | |
| 9 | CSCO | Cisco Systems Inc | Stock-Tech | 2.41% | +0.40% | -2.48% | |
| 10 | ✓ | Stock-Other | 2.41% | — | -17.92% | ||
| 11 | JBL | Jabil Inc | Stock-Tech | 2.38% | +0.16% | -13.46% | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 2.31% | +0.02% | +1.07% | |
| 13 | CAT | Caterpillar Inc | Stock-Industrials | 2.24% | +0.30% | -2.37% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.24% | -0.18% | -12.70% | |
| 15 | CRM | Salesforce Inc | Stock-Tech | 2.14% | -0.17% | -3.53% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 2.12% | -0.57% | -2.22% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.08% | -0.19% | -3.56% | |
| 18 | ETN | Eaton Corporation plc | Stock-Industrials | 2.08% | -0.04% | -1.36% | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.01% | +0.01% | -3.32% | |
| 20 | ✓ | Stock-Other | 1.99% | — | -5.74% | ||
| 21 | ✓ | Stock-Other | 1.94% | — | -15.63% | ||
| 22 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.89% | -0.19% | -3.21% | |
| 23 | FISV | Fiserv Inc | Stock-Other | 1.84% | -0.03% | EXIT | |
| 24 | ABT | Abbott Laboratories | Stock-Healthcare | 1.82% | -0.23% | -3.36% | |
| 25 | ✓ | Stock-Other | 1.77% | — | -1.51% | ||
| 26 | AMAT | Applied Materials Inc | Stock-Tech | 1.77% | +1.61% | +2.25% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.71% | -0.02% | +12.63% | |
| 28 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.71% | +0.80% | +16.07% | |
| 29 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.66% | -0.04% | -1.23% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.65% | -0.43% | +30.04% | |
| 31 | ✓ | Stock-Other | 1.64% | — | +24.10% | ||
| 32 | QCOM | Qualcomm Inc | Stock-Tech | 1.63% | -0.06% | EXIT | |
| 33 | ✓ | Stock-Other | 1.63% | — | +7.80% | ||
| 34 | SO | Southern Co/the | Stock-Utilities | 1.61% | -0.24% | +1.89% | |
| 35 | ✓ | Stock-Other | 1.61% | — | -6.82% | ||
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.60% | +0.17% | +28.02% | |
| 37 | ✓ | Stock-Other | 1.59% | — | +4.14% | ||
| 38 | ✓ | Stock-Other | 1.50% | — | +4.75% | ||
| 39 | CVX | Chevron CORP | Stock-Energy | 1.48% | -0.48% | -13.71% | |
| 40 | ✓ | Stock-Other | 1.46% | — | +16.85% | ||
| 41 | FE | Firstenergy CORP | Stock-Utilities | 1.45% | -0.73% | -1.88% | |
| 42 | BAC | Bank Of America CORP | Stock-Financials | 1.43% | -0.62% | +1.80% | |
| 43 | ✓ | Stock-Other | 1.36% | — | -7.45% | ||
| 44 | PSX | Phillips 66 | Stock-Energy | 1.34% | -0.60% | -5.92% | |
| 45 | ✓ | Stock-Other | 1.32% | — | +15.09% | ||
| 46 | ✓ | Stock-Other | 1.31% | — | -8.82% | ||
| 47 | DAL | Delta Air Lines Inc | Stock-Industrials | 1.29% | -0.51% | -7.13% | |
| 48 | ✓ | Stock-Other | 1.29% | — | +20.62% | ||
| 49 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.25% | -0.17% | +59.49% | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.13% | -0.08% | -2.55% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | ✓ | — | NEW | New buy | |
| 3 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | ✓ | — | NEW | New buy | |
| 6 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 7 | AVGO | Broadcom Inc | — | NEW | New buy |
| 8 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 9 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 10 | ✓ | — | NEW | New buy | |
| 11 | JBL | Jabil Inc | — | NEW | New buy |
| 12 | HD | Home Depot Inc | — | NEW | New buy |
| 13 | CAT | Caterpillar Inc | — | NEW | New buy |
| 14 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 15 | CRM | Salesforce Inc | — | NEW | New buy |
| 16 | WMT | Walmart Inc | — | NEW | New buy |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 18 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 19 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 20 | ✓ | — | NEW | New buy | |
| 21 | ✓ | — | NEW | New buy | |
| 22 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 23 | FISV | Fiserv Inc | — | NEW | New buy |
| 24 | ABT | Abbott Laboratories | — | NEW | New buy |
| 25 | ✓ | — | NEW | New buy | |
| 26 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 27 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 28 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 29 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 30 | PEP | Pepsico Inc | — | NEW | New buy |
| 31 | ✓ | — | NEW | New buy | |
| 32 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 33 | ✓ | — | NEW | New buy | |
| 34 | SO | Southern Co/the | — | NEW | New buy |
| 35 | ✓ | — | NEW | New buy | |
| 36 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 37 | ✓ | — | NEW | New buy | |
| 38 | ✓ | — | NEW | New buy | |
| 39 | CVX | Chevron CORP | — | NEW | New buy |
| 40 | ✓ | — | NEW | New buy | |
| 41 | FE | Firstenergy CORP | — | NEW | New buy |
| 42 | BAC | Bank Of America CORP | — | NEW | New buy |
| 43 | ✓ | — | NEW | New buy | |
| 44 | PSX | Phillips 66 | — | NEW | New buy |
| 45 | ✓ | — | NEW | New buy | |
| 46 | ✓ | — | NEW | New buy | |
| 47 | DAL | Delta Air Lines Inc | — | NEW | New buy |
| 48 | ✓ | — | NEW | New buy | |
| 49 | FCX | Freeport-mcmoran Inc | — | NEW | New buy |
| 50 | DIS | Walt Disney Co/the | — | NEW | New buy |
According to official SEC Form 13F filings, Ccm Investment Advisers LLC reported a total U.S. public equity portfolio value of $1.3B across 70 disclosed positions in Q1 2025.
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 10.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $27.8M
During Q1 2025, Ccm Investment Advisers LLC's top holdings by market value included AAPL (3.4%)、 (3.4%)、AMZN (3.3%). The largest single position, AAPL, represented 3.4% of total portfolio value.
In Q1 2025, Ccm Investment Advisers LLC made 70 total portfolio adjustments, initiating 70 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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