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CIK: 0000931097
Total reported value
$1.3B
$1.3B
89 檔
14.4%
According to the latest 13F quarterly dataset, Ccm Investment Advisers LLC managed an equity portfolio of $1.3B at the end of Q4 2025, spanning 89 distinct U.S. exchange-listed positions.
Ccm Investment Advisers LLC executed strategic sector rebalancing during Q4 2025, establishing 5 new positions while fully exiting 9 holdings and trimming 38 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Stock-Other | 4.10% | — | -6.91% | ||
| 2 | ✓ | Stock-Other | 3.80% | — | -2.00% | ||
| 3 | AVGO | Broadcom Inc | Stock-Tech | 3.33% | -0.32% | -8.07% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.28% | -0.18% | -2.40% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.26% | -0.10% | +2.21% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.96% | -0.23% | -1.65% | |
| 7 | JBL | Jabil Inc | Stock-Tech | 2.87% | +0.16% | -1.76% | |
| 8 | CAT | Caterpillar Inc | Stock-Industrials | 2.82% | +0.30% | -6.98% | |
| 9 | ✓ | Stock-Other | 2.70% | — | -11.82% | ||
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.46% | -0.35% | +2.82% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.34% | -0.18% | -0.30% | |
| 12 | AMAT | Applied Materials Inc | Stock-Tech | 2.27% | +1.61% | -10.37% | |
| 13 | CSCO | Cisco Systems Inc | Stock-Tech | 2.18% | +0.40% | -6.96% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 2.16% | -0.57% | -0.45% | |
| 15 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.10% | -0.10% | +1.54% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.96% | +0.02% | +6.32% | |
| 17 | ✓ | Stock-Other | 1.95% | — | +970.79% | ||
| 18 | ETN | Eaton Corporation plc | Stock-Industrials | 1.88% | -0.04% | +0.34% | |
| 19 | ✓ | Stock-Other | 1.82% | — | +0.09% | ||
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.76% | +0.17% | -2.29% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.74% | -0.19% | +5.98% | |
| 22 | ✓ | Stock-Other | 1.74% | — | +0.84% | ||
| 23 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.69% | +0.80% | -2.38% | |
| 24 | DAL | Delta Air Lines Inc | Stock-Industrials | 1.64% | -0.51% | -4.01% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 1.61% | -0.62% | +1.51% | |
| 26 | ✓ | Stock-Other | 1.59% | — | +3.34% | ||
| 27 | ✓ | Stock-Other | 1.59% | — | -1.53% | ||
| 28 | ✓ | Stock-Other | 1.54% | — | -2.57% | ||
| 29 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.54% | -0.19% | -7.24% | |
| 30 | ✓ | Stock-Other | 1.53% | — | +4.45% | ||
| 31 | ✓ | Stock-Other | 1.50% | — | -12.63% | ||
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.48% | -0.43% | -0.14% | |
| 33 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.46% | -0.17% | +1.76% | |
| 34 | AMD | Advanced Micro Devices | Stock-Tech | 1.45% | +1.29% | +2.47% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.42% | -0.02% | +4.59% | |
| 36 | KLAC | Kla CORP | Stock-Tech | 1.42% | +1.14% | +9.13% | |
| 37 | SO | Southern Co/the | Stock-Utilities | 1.36% | -0.24% | +10.48% | |
| 38 | FE | Firstenergy CORP | Stock-Utilities | 1.30% | -0.73% | +2.47% | |
| 39 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.27% | -0.24% | +15.68% | |
| 40 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.25% | -0.04% | +1.70% | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 1.23% | -0.23% | -1.09% | |
| 42 | ✓ | Stock-Other | 1.19% | — | +0.55% | ||
| 43 | PSX | Phillips 66 | Stock-Energy | 1.17% | -0.60% | +0.52% | |
| 44 | ✓ | Stock-Other | 1.16% | — | +3.89% | ||
| 45 | ✓ | Stock-Other | 1.14% | — | -7.28% | ||
| 46 | SNPS | Synopsys Inc | Stock-Tech | 1.13% | +0.22% | +30.04% | |
| 47 | MDT | Medtronic plc | Stock-Healthcare | 1.12% | -0.15% | -1.71% | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.11% | -0.08% | +5.66% | |
| 49 | ✓ | Stock-Other | 1.09% | — | +2.43% | ||
| 50 | CVX | Chevron CORP | Stock-Energy | 1.08% | -0.48% | +0.94% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +0.6% | -6.91% | Trim | |
| 2 | LLY | Eli Lilly & Co | +0.4% | -2.29% | Trim |
| 3 | AMD | Advanced Micro Devices | +0.4% | +2.47% | Add |
| 4 | FCX | Freeport-mcmoran Inc | +0.3% | +1.76% | Add |
| 5 | ✓ | +0.2% | -2.57% | Trim | |
| 6 | KLAC | Kla CORP | +0.2% | +9.13% | Add |
| 7 | CAT | Caterpillar Inc | +0.2% | -6.98% | Trim |
| 8 | DAL | Delta Air Lines Inc | +0.2% | -4.01% | Trim |
| 9 | AMAT | Applied Materials Inc | +0.2% | -10.37% | Trim |
| 10 | SNPS | Synopsys Inc | +0.2% | +30.04% | Add |
| 11 | ✓ | +0.2% | +0.84% | Add | |
| 12 | ✓ | +0.2% | -12.63% | Trim | |
| 13 | ✓ | +0.2% | +4.45% | Add | |
| 14 | MPWR | Monolithic Power Systems Inc | +0.2% | +43.75% | Add |
| 15 | AMZN | Amazon.com Inc | +0.1% | +2.21% | Add |
| 16 | LRCX | Lam Research CORP | +0.1% | -1.43% | Trim |
| 17 | TMO | Thermo Fisher Scientific Inc | +0.1% | -7.24% | Trim |
| 18 | LMT | Lockheed Martin CORP | +0.1% | +15.68% | Add |
| 19 | ✓ | +0.1% | +2.43% | Add | |
| 20 | WMT | Walmart Inc | +0.1% | -0.45% | Trim |
| 21 | BAC | Bank Of America CORP | +0.1% | +1.51% | Add |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +5.98% | Add |
| 23 | ✓ | +0.1% | +3.34% | Add | |
| 24 | ✓ | +0.1% | -7.28% | Trim | |
| 25 | AAPL | Apple Inc | 0% | -2.40% | Trim |
| 26 | CSCO | Cisco Systems Inc | 0% | -6.96% | Trim |
| 27 | DIS | Walt Disney Co/the | 0% | +5.66% | Add |
| 28 | GOOG | Alphabet Inc-cl C | 0% | +6.47% | Add |
| 29 | JBL | Jabil Inc | 0% | -1.76% | Trim |
| 30 | IVV | Ishares Core S&p 500 ETF | 0% | +16.71% | Add |
| 31 | AZNN | Astrazeneca Plc-spons Adr | 0% | -1.74% | Trim |
| 32 | ✓ | — | -11.82% | Trim | |
| 33 | TJX | Tjx Companies Inc | — | -2.97% | Trim |
| 34 | VIG | Vanguard Dividend Apprec ETF | — | -7.60% | Trim |
| 35 | LOW | Lowe's Cos Inc | — | — | Unchanged |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +1.66% | Add |
| 37 | ✓ | — | +6.10% | Add | |
| 38 | USPRX | Victory 500 Index-rwrd | — | +3.48% | Add |
| 39 | ✓ | — | — | Unchanged | |
| 40 | ✓ | — | -3.23% | Trim | |
| 41 | ALL | Allstate CORP | — | — | Unchanged |
| 42 | USB 4 PERP MBond | US Bancorp | — | — | Unchanged |
| 43 | BAC 4.375 PERP NNBond | Bank Of America CORP | — | — | Unchanged |
| 44 | SNVXX | Schwab Govt Mny Fnd-inv | — | +1.88% | Add |
| 45 | GD | General Dynamics CORP | — | — | Unchanged |
| 46 | KO | Coca-cola Co/the | — | -4.31% | Trim |
| 47 | ✓ | — | — | Unchanged | |
| 48 | MCD | Mcdonald's CORP | — | — | Unchanged |
| 49 | APO V7.625 09-15-53Bond | Apollo Global Management | — | — | Unchanged |
| 50 | PEP | Pepsico Inc | 0% | -0.14% | Trim |
According to official SEC Form 13F filings, Ccm Investment Advisers LLC reported a total U.S. public equity portfolio value of $1.3B across 89 disclosed positions in Q4 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 , , AVGO) accounted for 14.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
STT
市值: $9.9M
Top Position Liquidated / Trimmed
VSIGX
前期市值: $541.3K
During Q4 2025, Ccm Investment Advisers LLC's top holdings by market value included (4.1%)、 (3.8%)、AVGO (3.3%). The largest single position, , represented 4.1% of total portfolio value.
In Q4 2025, Ccm Investment Advisers LLC made 86 total portfolio adjustments, initiating 5 new buys, adding to 34 positions, trimming 38 holdings, and fully liquidating 9 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.