CCM INVESTMENT ADVISERS LLC

data from 30/09/2025

Capitalization

$ 1.015 B 9.36 %

Average holding period

18 ans

Performance

$ 1.234 B 116 543.04 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in CCM INVESTMENT ADVISERS LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA Corp. 3.99% 40.549 M $ 217327 2022/06/30 7.110 M $ 18.10 %
2025/09/30 AVGO Broadcom Inc 3.56% 36.123 M $ 109493 2021/06/30 6.374 M $ 19.68 %
2025/09/30 GOOGL Alphabet Inc. Class A 3.52% 35.716 M $ 146918 2015/09/30 10.099 M $ 37.94 %
2025/09/30 MSFT Microsoft Corp. 3.32% 33.700 M $ 65063 2009/06/30 1.413 M $ 4.13 %
2025/09/30 AAPL Apple Inc. 3.24% 32.844 M $ 128985 2007/03/31 6.237 M $ 24.11 %
2025/09/30 AMZN Amazon.Com Inc. 3.12% 31.663 M $ 144205 2017/03/31 25.521 K $ 0.08 %
2025/09/30 JBL Jabil Circuit, Inc. 2.86% 29.062 M $ 133819 2019/12/31 -128.338 K $ -0.43 %
2025/09/30 META Meta Platforms Inc. 2.74% 27.845 M $ 37916 2023/12/31 -139.655 K $ -0.50 %
2025/09/30 STX Seagate Technology Holdings 2.70% 27.382 M $ 115995 2021/09/30 14.157 M $ 63.56 %
2025/09/30 CAT Caterpillar Inc Del 2.60% 26.348 M $ 55219 2013/09/30 4.944 M $ 22.91 %
2025/09/30 NFLX Netflix Inc 2.39% 24.297 M $ 20266 2023/12/31 -2.881 M $ -10.47 %
2025/09/30 JPM J. P. Morgan 2.37% 24.027 M $ 76171 2016/09/30 1.913 M $ 8.80 %
2025/09/30 ETN Eaton Corp. 2.26% 22.955 M $ 61337 2020/03/31 1.089 M $ 4.83 %
2025/09/30 HD Home Depot Inc. 2.23% 22.654 M $ 55909 2012/12/31 2.058 M $ 10.51 %
2025/09/30 BKNG Booking Holdings Inc. 2.14% 21.735 M $ 4025 2018/03/31 -1.637 M $ -6.74 %
2025/09/30 CSCO Cisco Systems 2.14% 21.727 M $ 317553 2012/12/31 -307.698 K $ -1.38 %
2025/09/30 AMAT Applied Materials Inc. 2.08% 21.094 M $ 103026 2021/03/31 2.191 M $ 11.84 %
2025/09/30 WMT Wal Mart Stores 2.07% 21.012 M $ 203876 2020/03/31 1.056 M $ 5.40 %
2025/09/30 CRWD Crowdstrike Hldgs 1.86% 18.903 M $ 38547 2024/09/30 -729.259 K $ -3.72 %
2025/09/30 EVR Evercore Inc. 1.85% 18.827 M $ 55812 2017/03/31 3.773 M $ 24.92 %
2025/09/30 BRK-B Berkshire Hathaway Inc. Cl B 1.69% 17.142 M $ 34097 2023/03/31 547.927 K $ 3.49 %
2025/09/30 ABBV AbbVie Inc. 1.68% 17.097 M $ 73838 2020/09/30 3.739 M $ 24.74 %
2025/09/30 COF Capital One Financial 1.56% 15.790 M $ 74275 2020/03/31 -13.241 K $ -0.08 %
2025/09/30 V Visa Inc. 1.55% 15.686 M $ 45948 2011/09/30 -619.374 K $ -3.85 %
2025/09/30 BAC Bank Of America Corp. 1.53% 15.531 M $ 301037 2015/09/30 1.268 M $ 9.02 %
2025/09/30 PG Procter & Gamble 1.50% 15.220 M $ 99058 2016/09/30 -534.108 K $ -3.56 %
2025/09/30 PEP Pepsico Inc. 1.49% 15.113 M $ 107611 2017/03/31 884.150 K $ 6.36 %
2025/09/30 MPC Marathon Pete Corp. 1.44% 14.626 M $ 75883 2022/03/31 2.030 M $ 16.03 %
2025/09/30 DAL Delta Air Lines 1.44% 14.610 M $ 257449 2023/12/31 1.982 M $ 15.39 %
2025/09/30 TMO Thermo Fisher Scientific 1.43% 14.496 M $ 29887 2019/03/31 2.494 M $ 19.62 %
2025/09/30 SO Southern Company 1.38% 14.017 M $ 147909 2022/03/31 426.417 K $ 3.20 %
2025/09/30 ORCL Oracle Systems Corp. 1.38% 13.994 M $ 49757 2025/09/30 0.000 $ 0.00 %
2025/09/30 ABT Abbott Laboratories 1.37% 13.894 M $ 103735 2023/06/30 -229.741 K $ -1.52 %
2025/09/30 CB Chubb Limited 1.37% 13.874 M $ 49153 2019/03/31 -359.822 K $ -2.58 %
2025/09/30 SHW Sherwin-Williams Co. 1.35% 13.707 M $ 39585 2018/12/31 113.532 K $ 0.84 %
2025/09/30 FE First Energy Corp. 1.34% 13.615 M $ 297134 2023/12/31 1.635 M $ 13.81 %
2025/09/30 GM General Motors 1.33% 13.483 M $ 221135 2024/09/30 2.793 M $ 23.90 %
2025/09/30 LLY Eli Lilly & Co 1.32% 13.365 M $ 17516 2018/06/30 -286.332 K $ -2.12 %
2025/09/30 MRK Merck & Co. 1.30% 13.158 M $ 156771 2011/09/30 797.105 K $ 6.03 %
2025/09/30 PSX Phillips 66 1.26% 12.797 M $ 94085 2018/06/30 1.506 M $ 14.02 %
2025/09/30 DUK Duke Energy Corp. 1.22% 12.353 M $ 99823 2023/12/31 565.869 K $ 4.87 %
2025/09/30 KLAC KLA-Tencor Corp. 1.19% 12.068 M $ 11189 2025/09/30 0.000 $ 0.00 %
2025/09/30 LMT Lockheed Martin Corp. 1.17% 11.865 M $ 23768 2025/06/30 640.170 K $ 7.79 %
2025/09/30 MDT Medtronic PLC 1.16% 11.765 M $ 123532 2025/06/30 747.225 K $ 9.26 %
2025/09/30 FCX Freeport McMoran Copper & Gold 1.14% 11.586 M $ 295400 2024/12/31 -1.150 M $ -9.53 %
2025/09/30 CVX Chevron Corp. 1.12% 11.382 M $ 73294 2016/06/30 880.408 K $ 8.45 %
2025/09/30 AMD Advanced Micro Devices 1.10% 11.134 M $ 68820 2025/09/30 0.000 $ 0.00 %
2025/09/30 VRTX Vertex Pharmctls Inc. 1.09% 11.087 M $ 28309 2024/03/31 -1.586 M $ -12.03 %
2025/09/30 DIS Walt Disney Co. 1.09% 11.016 M $ 96213 2012/03/31 -905.542 K $ -7.67 %
2025/09/30 EQIX Equinix Inc 1.00% 10.139 M $ 12945 2024/03/31 -162.928 K $ -1.54 %
2025/09/30 PLD Prologis Inc 0.99% 10.016 M $ 87463 2023/03/31 740.813 K $ 8.94 %
2025/09/30 FI Fiserv Inc. 0.94% 9.559 M $ 74140 2012/06/30 -3.090 M $ -25.22 %
2025/09/30 SNPS Synopsys Corp. 0.94% 9.534 M $ 19323 2025/09/30 0.000 $ 0.00 %
2025/09/30 LRCX Lam Research 0.59% 5.966 M $ 44555 2024/09/30 1.719 M $ 37.56 %
2025/09/30 EME Emcor Group Inc. 0.53% 5.380 M $ 8282 2024/09/30 1.701 M $ 21.43 %
2025/09/30 TJX TJX Cos. Inc. 0.49% 4.981 M $ 34464 2010/09/30 735.423 K $ 17.05 %
2025/09/30 CRM SalesForce Inc. 0.47% 4.817 M $ 20324 2022/12/31 -2.329 M $ -13.09 %
2025/09/30 MPWR Monolithic Power Systems 0.45% 4.522 M $ 4912 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPG Simon PPTY Group 0.23% 2.286 M $ 12180 2023/12/31 335.164 K $ 16.74 %
2025/09/30 QCOM Qualcomm Inc. 0.16% 1.649 M $ 9912 2022/03/31 628.030 K $ 4.46 %
2025/09/30 ORLY O'Reilly Automotive Inc. 0.13% 1.331 M $ 12345 2020/03/31 220.381 K $ 19.62 %
2025/09/30 IBIT iShares Bitcoin Trust ETF 0.09% 902.525 K $ 13885 2024/09/30 52.624 K $ 6.19 %
2025/09/30 AMT American Tower Corp. 0.08% 846.208 K $ 4400 2023/12/31 -133.168 K $ -12.99 %
2025/09/30 Victory 500 Index Reward Fd 0.06% 646.582 K $ 7735 2025/09/30 0.000 $ 0.00 %
2025/09/30 LOW Lowe's Companies Inc. 0.06% 609.426 K $ 2425 2011/09/30 71.539 K $ 13.27 %
2025/09/30 GOOG Alphabet Class-C Share 0.06% 587.199 K $ 2411 2024/06/30 77.473 K $ 37.30 %
2025/09/30 Vanguard I/T Trsy Indx 0.05% 541.272 K $ 26769 2025/09/30 0.000 $ 0.00 %
2025/09/30 VIG Vanguard Div. Appreciation 0.05% 513.795 K $ 2381 2025/09/30 0.000 $ 0.00 %
2025/09/30 Vanguard Short Term Trsy 0.05% 503.522 K $ 50707 2025/09/30 0.000 $ 0.00 %
2025/09/30 IVV IShares S&P 500 Index 0.05% 500.636 K $ 748 2025/09/30 0.000 $ 0.00 %
2025/09/30 UNH UnitedHealth Group Inc. 0.05% 490.342 K $ 1420 2016/09/30 280.505 K $ 10.68 %
2025/09/30 SPY Standard & Poors Depository Re 0.04% 441.677 K $ 663 2023/12/31 30.206 K $ 7.82 %
2025/09/30 KO Coca-Cola Co. 0.03% 275.363 K $ 4152 2025/09/30 0.000 $ 0.00 %
2025/09/30 MA Mastercard Inc. 0.03% 261.083 K $ 459 2025/09/30 0.000 $ 0.00 %
2025/09/30 ADBE Adobe Systems 0.03% 256.096 K $ 726 2020/06/30 -23.959 K $ -8.82 %
2025/09/30 VTI Vanguard Total Etf 0.03% 255.644 K $ 779 2025/09/30 0.000 $ 0.00 %
2025/09/30 XOM Exxon Mobil Corp. 0.02% 244.520 K $ 2168 2024/03/31 10.583 K $ 4.59 %
2025/09/30 PSA-PJ Public Storage Pfd 0.02% 239.280 K $ 12000 2019/12/31 18.239 K $ 8.25 %
2025/09/30 MCD McDonald's Corp. 0.02% 234.603 K $ 772 2025/09/30 0.000 $ 0.00 %
2025/09/30 AZN Astrazeneca Plc Adr 0.02% 233.305 K $ 3041 2025/09/30 0.000 $ 0.00 %
2025/09/30 Pimco Short Term Fd 0.02% 226.714 K $ 23445 2025/09/30 0.000 $ 0.00 %
2025/09/30 AZO AutoZone Inc. 0.02% 218.802 K $ 51 2025/09/30 0.000 $ 0.00 %
2025/09/30 ALL Allstate 0.02% 214.650 K $ 1000 2012/06/30 13.340 K $ 6.63 %
2025/09/30 GD General Dynamics 0.02% 213.125 K $ 625 2025/09/30 0.000 $ 0.00 %
2025/09/30 BSX Boston Scientific 0.02% 212.931 K $ 2181 2025/09/30 0.000 $ 0.00 %
2025/09/30 Apollo Pfd 0.02% 209.920 K $ 8000 2025/03/31 1.679 K $ 0.81 %
2025/09/30 NVR NVR Inc. 0.02% 208.901 K $ 26 2025/09/30 0.000 $ 0.00 %
2025/09/30 JP Morgan PFD 0.02% 202.880 K $ 8000 2025/03/31 1.199 K $ 0.60 %
2025/09/30 USB-PR US Bancorp Pfd 0.02% 202.200 K $ 12000 2021/03/31 8.880 K $ 4.59 %
2025/09/30 TBB AT&T Pfd 0.02% 201.687 K $ 8750 2025/09/30 0.000 $ 0.00 %
2025/09/30 BAC-PO Bank of America Pfd 0.02% 185.800 K $ 10000 2021/09/30 6.199 K $ 3.45 %
2025/09/30 Schwab Government Money Inv Fd 0.02% 156.794 K $ 156794 2025/06/30 0.000 $ 0.00 %
2025/09/30 Pimco Inc 0.01% 112.801 K $ 10367 2025/09/30 0.000 $ 0.00 %