StockDriftsStockDriftsTop 50 Ccm Investment Advisers LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMAT | Applied Materials Inc. | 4.38% | 78.4K | $56.7M | -7.30%(-6.17K) | $123.69(+329.97%) | 2026-06-30 | |
| CAT | Caterpillar Inc Del | 3.61% | 43.8K | $46.6M | -10.43%(-5.09K) | $103.13(+743.07%) | 2026-06-30 | |
| JBL | Jabil Circuit, Inc. | 3.32% | 111.4K | $42.9M | -10.45%(-13.00K) | $53.32(+580.96%) | 2026-06-30 | |
| KLAC | KLA-Tencor Corp. | 2.85% | 122.1K | $36.8M | +0.40%(+490) | $100.53(+97.54%) | 2026-06-30 | |
| AMZN | Amazon.Com Inc. | 2.85% | 154.3K | $36.8M | +4.17%(+6.17K) | $72.77(+260.78%) | 2026-06-30 | |
| AAPL | Apple Inc. | 2.82% | 126.1K | $36.5M | +2.02%(+2.50K) | $51.64(+491.35%) | 2026-06-30 | |
| AMD | Advanced Micro Devices | 2.73% | 60.8K | $35.3M | -17.73%(-13.10K) | $155.30(+229.86%) | 2026-06-30 | |
| AVGO | Broadcom Inc | 2.63% | 89.9K | $33.9M | -9.64%(-9.59K) | $46.67(+743.63%) | 2026-06-30 | |
| CSCO | Cisco Systems | 2.55% | 280.8K | $33.0M | -3.13%(-9.06K) | $33.79(+236.00%) | 2026-06-30 | |
| CRWD | Crowdstrike Hldgs | 2.24% | 37.9K | $28.9M | -1.63%(-627) | $332.07(-34.93%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +31.23% | +125.97% | +17.56% | +124.57% |
| Top 20 Holdings Unweighted | +30.16% | +120.53% | +16.97% | +118.99% |
Ccm Investment Advisers LLC reports $1.29B in US-listed equity holdings across 88 positions in its most recent 13F filing. Its largest disclosed positions are AMAT (4.4%), CAT (3.6%) and JBL (3.3%). The top 20 holdings account for 47.58% of reported assets. Its disclosed equity book has returned +125.97% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ccm Investment Advisers LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 931097). View Ccm Investment Advisers LLC’s 13F filings on SEC