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CIK: 0000931097
Total reported value
$1.3B
$1.3B
116 檔
14.3%
As reported in its official Q1 2026 Form 13F filing, Ccm Investment Advisers LLC's tracked investment portfolio stood at $1.3B with 116 total positions.
In Q1 2026, Ccm Investment Advisers LLC adopted a defensive or profit-taking posture, trimming 55 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.64% | -0.24% | — | |
| 2 | ✓ | Stock-Other | 3.64% | — | -3.33% | ||
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.49% | -0.18% | — | |
| 4 | ✓ | Stock-Other | 3.49% | — | -1.90% | ||
| 5 | STX | Seagate Technology Holdings plc | Stock-Tech | 3.45% | +1.57% | — | |
| 6 | ✓ | Stock-Other | 3.45% | — | -10.06% | ||
| 7 | CAT | Caterpillar Inc | Stock-Industrials | 3.31% | +0.30% | -4.88% | |
| 8 | JBL | Jabil Inc | Stock-Tech | 3.16% | +0.16% | -5.39% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.00% | -0.18% | -1.83% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.95% | -0.10% | +0.49% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 2.95% | -0.32% | -1.20% | |
| 12 | AMAT | Applied Materials Inc | Stock-Tech | 2.77% | +1.61% | -8.45% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.40% | -0.23% | +5.63% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 2.38% | -0.57% | -1.32% | |
| 15 | NFLX | Netflix Inc | Stock-Comm Services | 2.30% | -0.66% | — | |
| 16 | ✓ | Stock-Other | 2.30% | — | +15.07% | ||
| 17 | CSCO | Cisco Systems Inc | Stock-Tech | 2.15% | +0.40% | -1.89% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.15% | -0.35% | +0.52% | |
| 19 | ETN | Eaton Corporation plc | Stock-Industrials | 2.08% | -0.04% | -1.32% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.02% | -0.18% | -5.54% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.87% | +0.02% | -0.16% | |
| 22 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.73% | -0.29% | — | |
| 23 | ✓ | Stock-Other | 1.73% | — | -2.86% | ||
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.72% | -0.24% | — | |
| 25 | ✓ | Stock-Other | 1.72% | — | -2.09% | ||
| 26 | KLAC | Kla CORP | Stock-Tech | 1.71% | +1.14% | -0.43% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.65% | -0.19% | -0.38% | |
| 28 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.61% | -0.10% | -2.01% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.60% | -0.43% | -0.13% | |
| 30 | CB | Chubb Limited | Stock-Financials | 1.59% | -0.21% | — | |
| 31 | ✓ | Stock-Other | 1.59% | — | -0.83% | ||
| 32 | EVR | Evercore Inc - A | Stock-Financials | 1.57% | -0.11% | — | |
| 33 | ✓ | Stock-Other | 1.57% | — | -1.61% | ||
| 34 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.57% | -0.17% | -7.39% | |
| 35 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.56% | -0.24% | -1.63% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.49% | +0.17% | -1.38% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 1.48% | -0.05% | — | |
| 38 | ✓ | Stock-Other | 1.48% | — | -2.34% | ||
| 39 | AMD | Advanced Micro Devices | Stock-Tech | 1.44% | +1.29% | +4.82% | |
| 40 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.44% | +0.80% | +2.28% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.44% | -0.02% | +0.29% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 1.43% | -0.48% | -2.29% | |
| 43 | SO | Southern Co/the | Stock-Utilities | 1.38% | -0.24% | -8.40% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 1.37% | -0.08% | — | |
| 45 | ✓ | Stock-Other | 1.37% | — | -0.52% | ||
| 46 | DUK | Duke Energy CORP | Stock-Utilities | 1.33% | -0.27% | — | |
| 47 | ✓ | Stock-Other | 1.33% | — | +2.37% | ||
| 48 | GM | General Motors Co | Stock-Consumer Disc | 1.32% | -0.12% | — | |
| 49 | ✓ | Stock-Other | 1.32% | — | -4.06% | ||
| 50 | COF | Capital One Financial CORP | Stock-Financials | 1.31% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +0.8% | -10.06% | Trim | |
| 2 | ✓ | +0.5% | -2.86% | Trim | |
| 3 | AMAT | Applied Materials Inc | +0.5% | -8.45% | Trim |
| 4 | CAT | Caterpillar Inc | +0.5% | -4.88% | Trim |
| 5 | CVX | Chevron CORP | +0.4% | -2.29% | Trim |
| 6 | ✓ | +0.4% | +15.07% | Add | |
| 7 | KLAC | Kla CORP | +0.3% | -0.43% | Trim |
| 8 | JBL | Jabil Inc | +0.3% | -5.39% | Trim |
| 9 | LMT | Lockheed Martin CORP | +0.3% | -1.63% | Trim |
| 10 | ✓ | +0.3% | +3.55% | Add | |
| 11 | ORCL | Oracle CORP | +0.2% | +74.92% | Add |
| 12 | WMT | Walmart Inc | +0.2% | -1.32% | Trim |
| 13 | ETN | Eaton Corporation plc | +0.2% | -1.32% | Trim |
| 14 | ✓ | +0.2% | -2.09% | Trim | |
| 15 | MPWR | Monolithic Power Systems Inc | +0.2% | +7.44% | Add |
| 16 | ✓ | +0.2% | +2.37% | Add | |
| 17 | LRCX | Lam Research CORP | +0.1% | -3.92% | Trim |
| 18 | PEP | Pepsico Inc | +0.1% | -0.13% | Trim |
| 19 | FCX | Freeport-mcmoran Inc | +0.1% | -7.39% | Trim |
| 20 | STT | State Street CORP | +0.1% | +8.83% | Add |
| 21 | ✓ | +0.1% | -0.83% | Trim | |
| 22 | SNPS | Synopsys Inc | +0.1% | +23.91% | Add |
| 23 | ✓ | 0% | -7.97% | Trim | |
| 24 | SO | Southern Co/the | 0% | -8.40% | Trim |
| 25 | TJX | Tjx Companies Inc | 0% | -0.60% | Trim |
| 26 | PG | Procter & Gamble Co/the | 0% | +0.29% | Add |
| 27 | ✓ | 0% | -2.47% | Trim | |
| 28 | ✓ | 0% | -5.72% | Trim | |
| 29 | SPG | Simon Property Group Inc | 0% | — | Unchanged |
| 30 | USPRX | Victory 500 Index-rwrd | — | +0.24% | Add |
| 31 | KO | Coca-cola Co/the | — | — | Unchanged |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +0.30% | Add |
| 33 | ORLY | O'reilly Automotive Inc | — | +0.13% | Add |
| 34 | AMGN | Amgen Inc | — | -0.79% | Trim |
| 35 | VTI | Vanguard Total Stock Mkt ETF | — | — | Unchanged |
| 36 | VIG | Vanguard Dividend Apprec ETF | — | — | Unchanged |
| 37 | ✓ | — | — | Unchanged | |
| 38 | USB 4 PERP MBond | US Bancorp | — | — | Unchanged |
| 39 | APO V7.625 09-15-53Bond | Apollo Global Management | — | — | Unchanged |
| 40 | BAC 4.375 PERP NNBond | Bank Of America CORP | — | — | Unchanged |
| 41 | GD | General Dynamics CORP | — | — | Unchanged |
| 42 | MCD | Mcdonald's CORP | — | — | Unchanged |
| 43 | ALL | Allstate CORP | — | — | Unchanged |
| 44 | UNH | Unitedhealth Group Inc | 0% | -19.65% | Trim |
| 45 | AMD | Advanced Micro Devices | 0% | +4.82% | Add |
| 46 | LOW | Lowe's Cos Inc | 0% | -9.28% | Trim |
| 47 | ✓ | 0% | -1.03% | Trim | |
| 48 | SNVXX | Schwab Govt Mny Fnd-inv | 0% | -18.14% | Trim |
| 49 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 50 | FISV | Fiserv Inc | 0% | -31.20% | 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 116 disclosed positions in Q1 2026.
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 GOOGL, , NVDA) accounted for 14.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
WM
市值: $6.8M
Top Position Liquidated / Trimmed
AZNN
前期市值: $274.7K
During Q1 2026, Ccm Investment Advisers LLC's top holdings by market value included GOOGL (3.6%)、 (3.6%)、NVDA (3.5%). The largest single position, GOOGL, represented 3.6% of total portfolio value.
In Q1 2026, Ccm Investment Advisers LLC made 85 total portfolio adjustments, initiating 9 new buys, adding to 16 positions, trimming 55 holdings, and fully liquidating 5 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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