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CIK: 0000931097
Total reported value
$1.3B
$1.3B
93 檔
13.8%
As reported in its official Q3 2025 Form 13F filing, Ccm Investment Advisers LLC's tracked investment portfolio stood at $1.3B with 93 total positions.
In Q3 2025, Ccm Investment Advisers LLC displayed an active expansion posture, initiating 26 new positions and adding to 32 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including , AVGO, ) accounted for 13.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
ORCL
市值: $14.0M
Top Position Liquidated / Trimmed
OMC
前期市值: $423.5K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Stock-Other | 3.99% | — | -12.61% | ||
| 2 | AVGO | Broadcom Inc | Stock-Tech | 3.56% | -0.32% | -6.80% | |
| 3 | ✓ | Stock-Other | 3.52% | — | -2.72% | ||
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.32% | -0.23% | -5.42% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.23% | -0.18% | +2.29% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.12% | -0.10% | +1.71% | |
| 7 | JBL | Jabil Inc | Stock-Tech | 2.86% | +0.16% | -3.03% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.74% | -0.35% | +0.73% | |
| 9 | ✓ | Stock-Other | 2.70% | — | -24.84% | ||
| 10 | CAT | Caterpillar Inc | Stock-Industrials | 2.60% | +0.30% | -0.67% | |
| 11 | ✓ | Stock-Other | 2.39% | — | -1.37% | ||
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.37% | -0.18% | +1.64% | |
| 13 | ETN | Eaton Corporation plc | Stock-Industrials | 2.26% | -0.04% | -2.81% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 2.23% | +0.02% | +4.73% | |
| 15 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.14% | -0.10% | -4.14% | |
| 16 | CSCO | Cisco Systems Inc | Stock-Tech | 2.14% | +0.40% | -0.93% | |
| 17 | AMAT | Applied Materials Inc | Stock-Tech | 2.08% | +1.61% | +1.92% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 2.07% | -0.57% | +1.91% | |
| 19 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.86% | +0.80% | +0.06% | |
| 20 | ✓ | Stock-Other | 1.85% | — | -0.44% | ||
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.69% | -0.19% | +5.60% | |
| 22 | ✓ | Stock-Other | 1.68% | — | -9.32% | ||
| 23 | ✓ | Stock-Other | 1.56% | — | +0.97% | ||
| 24 | ✓ | Stock-Other | 1.55% | — | +1.41% | ||
| 25 | BAC | Bank Of America CORP | Stock-Financials | 1.53% | -0.62% | +1.38% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.50% | -0.02% | +5.16% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.49% | -0.43% | +2.24% | |
| 28 | ✓ | Stock-Other | 1.44% | — | -0.47% | ||
| 29 | DAL | Delta Air Lines Inc | Stock-Industrials | 1.44% | -0.51% | -1.68% | |
| 30 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.43% | -0.19% | -4.65% | |
| 31 | SO | Southern Co/the | Stock-Utilities | 1.38% | -0.24% | +1.98% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 1.38% | -0.05% | — | |
| 33 | ABT | Abbott Laboratories | Stock-Healthcare | 1.37% | -0.23% | -6.53% | |
| 34 | ✓ | Stock-Other | 1.37% | — | +2.04% | ||
| 35 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.35% | -0.04% | +1.11% | |
| 36 | FE | Firstenergy CORP | Stock-Utilities | 1.34% | -0.73% | +1.03% | |
| 37 | ✓ | Stock-Other | 1.33% | — | -6.88% | ||
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.32% | +0.17% | +1.12% | |
| 39 | ✓ | Stock-Other | 1.30% | — | -6.19% | ||
| 40 | PSX | Phillips 66 | Stock-Energy | 1.26% | -0.60% | +4.43% | |
| 41 | ✓ | Stock-Other | 1.22% | — | +1.43% | ||
| 42 | KLAC | Kla CORP | Stock-Tech | 1.19% | +1.14% | — | |
| 43 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.17% | -0.24% | +33.92% | |
| 44 | MDT | Medtronic plc | Stock-Healthcare | 1.16% | -0.15% | +33.41% | |
| 45 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.14% | -0.17% | +6.12% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 1.12% | -0.48% | +0.73% | |
| 47 | AMD | Advanced Micro Devices | Stock-Tech | 1.10% | +1.29% | — | |
| 48 | ✓ | Stock-Other | 1.09% | — | -4.41% | ||
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.09% | -0.08% | +1.04% | |
| 50 | ✓ | Stock-Other | 1.00% | — | -2.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +1.1% | -24.84% | Trim | |
| 2 | AVGO | Broadcom Inc | +1.1% | -6.80% | Trim |
| 3 | ✓ | +0.7% | -2.72% | Trim | |
| 4 | ✓ | +0.6% | -12.61% | Trim | |
| 5 | ✓ | +0.5% | -0.44% | Add | |
| 6 | JBL | Jabil Inc | +0.5% | -3.03% | Trim |
| 7 | CAT | Caterpillar Inc | +0.4% | -0.67% | Trim |
| 8 | AMAT | Applied Materials Inc | +0.3% | +1.92% | Add |
| 9 | ETN | Eaton Corporation plc | +0.2% | -2.81% | Trim |
| 10 | LRCX | Lam Research CORP | +0.2% | -5.23% | Trim |
| 11 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +0.06% | Trim |
| 12 | DAL | Delta Air Lines Inc | +0.2% | -1.68% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | +1.64% | Add |
| 14 | BAC | Bank Of America CORP | +0.1% | +1.38% | Add |
| 15 | ✓ | +0.1% | -0.47% | Trim | |
| 16 | META | Meta Platforms Inc-class A | +0.1% | +0.73% | Add |
| 17 | MSFT | Microsoft CORP | +0.1% | -5.42% | Trim |
| 18 | ✓ | 0% | -6.88% | Trim | |
| 19 | IBIT | Ishares Bitcoin Trust ETF | 0% | — | Unchanged |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +6.08% | Add |
| 21 | USB 4 PERP MBond | US Bancorp | — | — | Unchanged |
| 22 | ✓ | — | — | Unchanged | |
| 23 | BAC 4.375 PERP NNBond | Bank Of America CORP | — | — | Unchanged |
| 24 | LOW | Lowe's Cos Inc | 0% | -0.21% | Trim |
| 25 | ✓ | 0% | +1.40% | Add | |
| 26 | ALL | Allstate CORP | 0% | — | Unchanged |
| 27 | ✓ | 0% | — | Unchanged | |
| 28 | APO V7.625 09-15-53Bond | Apollo Global Management | 0% | — | Unchanged |
| 29 | ✓ | 0% | -1.37% | Trim | |
| 30 | ✓ | 0% | +10.98% | Add | |
| 31 | SPG | Simon Property Group Inc | 0% | -2.21% | Trim |
| 32 | ORLY | O'reilly Automotive Inc | 0% | -0.96% | Add |
| 33 | TJX | Tjx Companies Inc | 0% | -1.35% | Trim |
| 34 | DIS | Walt Disney Co/the | 0% | +1.04% | Add |
| 35 | AMT | American Tower CORP | 0% | -5.17% | Trim |
| 36 | WMT | Walmart Inc | -0.1% | +1.91% | Add |
| 37 | ✓ | -0.1% | +0.97% | Add | |
| 38 | HD | Home Depot Inc | -0.1% | +4.73% | Add |
| 39 | PSX | Phillips 66 | -0.1% | +4.43% | Add |
| 40 | ADBE | Adobe Inc | -0.1% | +3.42% | Trim |
| 41 | FE | Firstenergy CORP | -0.1% | +1.03% | Add |
| 42 | FCX | Freeport-mcmoran Inc | -0.1% | +6.12% | Add |
| 43 | AMZN | Amazon.com Inc | -0.2% | +1.71% | Add |
| 44 | PEP | Pepsico Inc | -0.2% | +2.24% | Add |
| 45 | AAPL | Apple Inc | -0.2% | +2.29% | Add |
| 46 | PG | Procter & Gamble Co/the | -0.2% | +5.16% | Add |
| 47 | SO | Southern Co/the | -0.2% | +1.98% | Add |
| 48 | ✓ | -0.2% | +1.43% | Add | |
| 49 | CSCO | Cisco Systems Inc | -0.3% | -0.93% | Trim |
| 50 | LLY | Eli Lilly & Co | -0.3% | +1.12% | Add |
According to official SEC Form 13F filings, Ccm Investment Advisers LLC reported a total U.S. public equity portfolio value of $1.3B across 93 disclosed positions in Q3 2025.
During Q3 2025, Ccm Investment Advisers LLC's top holdings by market value included (4.0%)、AVGO (3.6%)、 (3.5%). The largest single position, , represented 4.0% of total portfolio value.
In Q3 2025, Ccm Investment Advisers LLC made 89 total portfolio adjustments, initiating 26 new buys, adding to 32 positions, trimming 28 holdings, and fully liquidating 3 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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