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Ccm Investment Advisers Llc

Portfolio Manager
Ccm Investment Advisers Llc
Performance
-2.63% (2026 Q1)
AUM (13F)
$1.04B
# of Holdings
93
Performance Rank
Allocation (Top 20)
44.38%

Ccm Investment Advisers Llc Holdings Map

Top 50 Ccm Investment Advisers Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
CAT
Caterpillar Inc Del
3.31%48.9K$34.6M
-4.88%(-2.51K)
2025-Q1: 55.4K shares2025-Q2: 55.6K shares2025-Q3: 55.2K shares2025-Q4: 51.4K shares2026-Q1: 48.9K shares
$103.13(+834.26%)
2026-03-31
JBL
Jabil Circuit, Inc.
3.16%124.4K$33.0M
-5.39%(-7.08K)
2025-Q1: 142.5K shares2025-Q2: 138.0K shares2025-Q3: 133.8K shares2025-Q4: 131.5K shares2026-Q1: 124.4K shares
$53.32(+540.08%)
2026-03-31
AAPL
Apple Inc.
3%123.6K$31.4M
-1.83%(-2.30K)
2025-Q1: 125.2K shares2025-Q2: 126.1K shares2025-Q3: 129.0K shares2025-Q4: 125.9K shares2026-Q1: 123.6K shares
$47.27(+552.88%)
2026-03-31
AMZN
Amazon.Com Inc.
2.95%148.1K$30.8M
+0.49%(+721)
2025-Q1: 140.1K shares2025-Q2: 141.8K shares2025-Q3: 144.2K shares2025-Q4: 147.4K shares2026-Q1: 148.1K shares
$66.65(+264.09%)
2026-03-31
AVGO
Broadcom Inc
2.95%99.4K$30.8M
-1.20%(-1.21K)
2025-Q1: 121.6K shares2025-Q2: 117.5K shares2025-Q3: 109.5K shares2025-Q4: 100.7K shares2026-Q1: 99.4K shares
$46.67(+672.28%)
2026-03-31
AMAT
Applied Materials Inc.
2.77%84.5K$28.9M
-8.45%(-7.81K)
2025-Q1: 99.2K shares2025-Q2: 101.1K shares2025-Q3: 103.0K shares2025-Q4: 92.3K shares2026-Q1: 84.5K shares
$123.69(+387.56%)
2026-03-31
MSFT
Microsoft Corp.
2.4%67.6K$25.0M
+5.63%(+3.60K)
2025-Q1: 70.9K shares2025-Q2: 68.8K shares2025-Q3: 65.1K shares2025-Q4: 64.0K shares2026-Q1: 67.6K shares
$105.88(+268.81%)
2026-03-31
WMT
Wal Mart Stores
2.38%200.3K$24.9M
-1.32%(-2.67K)
2025-Q1: 196.5K shares2025-Q2: 200.1K shares2025-Q3: 203.9K shares2025-Q4: 203.0K shares2026-Q1: 200.3K shares
$45.92(+143.58%)
2026-03-31
CSCO
Cisco Systems
2.15%289.9K$22.5M
-1.89%(-5.59K)
2025-Q1: 318.2K shares2025-Q2: 320.5K shares2025-Q3: 317.6K shares2025-Q4: 295.4K shares2026-Q1: 289.9K shares
$33.79(+233.45%)
2026-03-31
META
Meta Platforms Inc.
2.15%39.2K$22.4M
+0.52%(+203)
2025-Q1: 37.8K shares2025-Q2: 37.6K shares2025-Q3: 37.9K shares2025-Q4: 39.0K shares2026-Q1: 39.2K shares
$337.24(+72.84%)
2026-03-31

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