CCM Investment Advisers LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), CCM Investment Advisers LLC reported 88 stock positions worth $1.3 billion. Its top holding was Seagate Technology (STX) at 5.0% of the portfolio, followed by Applied Materials (AMAT, 4.4%) and Caterpillar (CAT, 3.6%). Compared with Q1 2026, it opened 7 new positions, sold out of 8, added to 44 and reduced 29. The biggest buy was KLA (KLAC, shares +0%) and the biggest sale Firstenergy (FE, shares −65%).
- Most Recent 13F
- Q2 2026
- Location
- COLUMBIA, SC
- CIK
- 0000931097
- Portfolio Value
- $1.3B (Q2 2026)
- SEC Filing
- 0000931097-26-000004 ↗ filed Aug 12, 2026
Holdings Value
Holdings 88 stocks · $1.3B
| STX Seagate Technology Holdings | 5.02% | 67,221 | $64.9M | Reduce -26.9% |
| AMAT Applied Materials Inc. | 4.38% | 78,360 | $56.7M | Reduce -7.3% |
| CAT Caterpillar Inc. | 3.61% | 43,761 | $46.6M | Reduce -10.4% |
| GOOGL Alphabet Inc. Class A | 3.40% | 123,100 | $44.0M | Reduce -6.9% |
| JBL Jabil Inc. | 3.32% | 111,392 | $42.9M | Reduce -10.4% |
| NVDA Nvidia Corp. | 3.31% | 213,811 | $42.8M | Add +2.3% |
| KLAC KLA Corp. | 2.85% | 122,060 | $36.8M | Add +0.4% |
| AMZN Amazon.com Inc. | 2.85% | 154,290 | $36.8M | Add +4.2% |
| AAPL Apple Inc. | 2.82% | 126,090 | $36.5M | Add +2.0% |
| AMD Advanced Micro Devices | 2.73% | 60,818 | $35.3M | Reduce -17.7% |
| AVGO Broadcom Inc. | 2.63% | 89,855 | $33.9M | Reduce -9.6% |
| CSCO Cisco Systems Inc. | 2.55% | 280,795 | $33.0M | Reduce -3.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 2.24% | 37,861 | $28.9M | Reduce -1.6% |
| MSFT Microsoft Corp. | 2.17% | 75,315 | $28.1M | Add +11.4% |
| ETN Eaton Corp. PLC | 2.04% | 61,900 | $26.4M | Add +1.9% |
| HD Home Depot Inc. | 1.89% | 69,252 | $24.4M | Add +16.7% |
| JPM JPMorgan Chase & Co. | 1.84% | 72,571 | $23.8M | Add +1.2% |
| WMT Walmart Inc. | 1.81% | 205,985 | $23.3M | Add +2.8% |
| META Meta Platforms Inc. Class A | 1.80% | 41,282 | $23.3M | Add +5.3% |
| LLY Eli Lilly & Co. | 1.66% | 17,861 | $21.4M | Add +5.8% |
| NFLX Netflix Inc. | 1.64% | 296,709 | $21.2M | Add +18.8% |
| BKNG Booking Holdings Inc. | 1.51% | 109,709 | $19.6M | Add +9.6% |
| MRK Merck & Co. Inc. | 1.48% | 149,092 | $19.2M | Reduce -0.3% |
| EVR Evercore Inc. Class A | 1.46% | 55,434 | $18.9M | Add +0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.46% | 37,657 | $18.8M | Add +4.6% |
| MPC Marathon Petroleum Corp. | 1.44% | 72,639 | $18.6M | Reduce -2.0% |
| ABBV Abbvie Inc. | 1.43% | 73,525 | $18.5M | Add +3.5% |
| PG The Procter & Gamble Co. | 1.42% | 125,339 | $18.4M | Add +20.6% |
| FCX Freeport-McMoran Inc. | 1.40% | 288,183 | $18.1M | Add +3.5% |
| SNPS Synopsys Inc. | 1.40% | 40,541 | $18.1M | Add +30.2% |
| CB Chubb Ltd. | 1.38% | 52,301 | $17.8M | Add +2.7% |
| COF Capital One Financial Corp. | 1.33% | 85,446 | $17.1M | Add +14.1% |
| LMT Lockheed Martin Corp. | 1.32% | 33,571 | $17.1M | Add +24.1% |
| V Visa Inc. Class A | 1.29% | 48,529 | $16.6M | Add +2.7% |
| WM Waste Management Inc. | 1.28% | 74,059 | $16.5M | Add +149.4% |
| STT State Street Corp. | 1.26% | 96,345 | $16.3M | Add +15.2% |
| SMFG Sumitomo Mitsui-Spons ADR | 1.24% | 677,598 | $16.0M | Add +121.6% |
| GM General Motors Co. | 1.20% | 201,149 | $15.5M | Add +8.5% |
| SHW The Sherwin-Williams Co. | 1.18% | 44,296 | $15.3M | Add +11.0% |
| PEP Pepsico Inc. | 1.17% | 111,757 | $15.1M | Add +4.1% |
| SO The Southern Co. | 1.14% | 153,814 | $14.7M | Add +2.8% |
| TMO Thermo Fisher Scientific Inc. | 1.09% | 28,029 | $14.1M | Add +3.1% |
| AME Ametek Inc. | 1.07% | 57,333 | $13.9M | Add +93.0% |
| DUK Duke Energy Corp. | 1.06% | 107,967 | $13.7M | Add +1.7% |
| EQIX Equinix Inc. | 1.03% | 12,820 | $13.4M | Add +2.8% |
| MPWR Monolithic Power Systems Inc. | 1.02% | 9,568 | $13.2M | Add +26.1% |
| PLD Prologis Inc. | 1.02% | 96,993 | $13.1M | Add +11.0% |
| VRTX Vertex Pharmaceuticals Inc. | 1.01% | 26,270 | $13.0M | Add +1.4% |
| CVX Chevron Corp. | 0.95% | 74,118 | $12.3M | Add +2.5% |
| ORCL Oracle Corp. | 0.91% | 79,842 | $11.7M | Add +17.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.85% | 113,896 | $11.0M | Add +13.4% |
| MDT Medtronic PLC | 0.84% | 138,065 | $10.8M | Add +15.6% |
| AEP American Electric Power | 0.83% | 78,254 | $10.7M | Add +122.9% |
| ABT Abbott Laboratories | 0.77% | 108,988 | $9.9M | Add +7.1% |
| LRCX Lam Research Corp. | 0.76% | 22,710 | $9.8M | Reduce -46.2% |
| FTI Technipfmc PLC | 0.73% | 142,912 | $9.5M | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.37% | 31,947 | $4.8M | Reduce -3.9% |
| PSX Phillips 66 | 0.31% | 23,702 | $4.0M | Reduce -54.6% |
| DAL Delta Air Lines Inc. | 0.30% | 40,788 | $3.8M | Reduce -67.8% |
| FE Firstenergy Corp. | 0.26% | 71,707 | $3.4M | Reduce -64.8% |
| EME Emcor Group Inc. | 0.24% | 3,804 | $3.2M | Reduce -27.3% |
| BAC Bank of America Corp. | 0.22% | 50,928 | $2.9M | Reduce -71.6% |
| SPG Simon Property Group Inc. | 0.21% | 12,120 | $2.7M | No change |
| CRM Salesforce Inc. | 0.08% | 7,000 | $1.1M | Reduce -50.1% |
| ORLY O'reilly Automotive Inc. | 0.08% | 11,795 | $1.1M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 0.06% | 2,290 | $809K | No change |
| IVV iShares Core S&P 500 ETF | 0.04% | 738 | $553K | Reduce -15.5% |
| VIG Vanguard Dividend Apprec ETF | 0.04% | 2,200 | $521K | No change |
| LOW Lowe's Cos Inc. | 0.04% | 2,185 | $482K | Reduce -0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.04% | 644 | $481K | Reduce -4.7% |
| UNH Unitedhealth Group Inc. | 0.04% | 1,131 | $470K | Reduce -0.9% |
| IBIT iShares Bitcoin Trust ETF | 0.04% | 13,885 | $462K | No change |
| JNJ Johnson & Johnson | 0.03% | 1,463 | $372K | Add +67.8% |
| DELL INC filed as DELL TECHNOLOGIES INC CLASS C | 0.03% | 808 | $349K | New |
| BE Bloom Energy Corp. Class A | 0.03% | 1,100 | $333K | New |
| IWM iShares Russell 2000 ETF | 0.02% | 1,062 | $319K | New |
| KO The Coca-Cola Co. | 0.02% | 3,737 | $304K | Reduce -5.9% |
| IWD iShares Russell 1000 Value E | 0.02% | 1,235 | $299K | New |
| VTI VG Morningstar TS MKT ETF-US | 0.02% | 779 | $288K | No change |
| AZN Astrazeneca PLC | 0.02% | 1,450 | $275K | Reduce -2.9% |
| XOM Exxon Mobil Corp. | 0.02% | 1,968 | $269K | Reduce -0.5% |
| ALL Allstate Corp. | 0.02% | 1,000 | $238K | No change |
| AMGN Amgen Inc. | 0.02% | 616 | $223K | Reduce -1.6% |
| GD General Dynamics Corp. | 0.02% | 625 | $221K | No change |
| PH Parker Hannifin Corp. | 0.02% | 226 | $221K | No change |
| MA Mastercard Inc. Class A | 0.02% | 409 | $210K | Reduce -15.2% |
| FCNCA First Citizens Bcshs Class A | 0.02% | 100 | $208K | New |
| DFAI Dimensional International Co. | 0.02% | 5,042 | $208K | New |
Portfolio Sells Q1 2026 → Q2 2026
| FE Firstenergy Corp. | Reduce -64.8% | 0.26% | −0.73 |
| BAC Bank of America Corp. | Reduce -71.6% | 0.22% | −0.61 |
| PSX Phillips 66 | Reduce -54.6% | 0.31% | −0.60 |
| DAL Delta Air Lines Inc. | Reduce -67.8% | 0.30% | −0.51 |
| TechnipFMC PLC | Sold out | 0.00% | −0.41 |
| AVGO Broadcom Inc. | Reduce -9.6% | 2.63% | −0.32 |
| MPC Marathon Petroleum Corp. | Reduce -2.0% | 1.44% | −0.30 |
| MRK Merck & Co. Inc. | Reduce -0.3% | 1.48% | −0.24 |
| GOOGL Alphabet Inc. Class A | Reduce -6.9% | 3.40% | −0.24 |
| CRM Salesforce Inc. | Reduce -50.1% | 0.08% | −0.17 |
| TJX TJX Companies Inc. | Reduce -3.9% | 0.37% | −0.13 |
| EME Emcor Group Inc. | Reduce -27.3% | 0.24% | −0.13 |
| LRCX Lam Research Corp. | Reduce -46.2% | 0.76% | −0.10 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.06 |
| USPRX Victory 500 Index-RWRD | Sold out | 0.00% | −0.06 |
| EXPE Expedia Group Inc. | Sold out | 0.00% | −0.04 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.03 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.02 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.02 |
| ORLY O'reilly Automotive Inc. | Reduce -0.1% | 0.08% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -0.7% | 0.04% | −0.01 |
| SNVXX Schwab Govt MNY FND-Inv | Sold out | 0.00% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -15.5% | 0.04% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -0.5% | 0.02% | −0.01 |
| AZN Astrazeneca PLC | Reduce -2.9% | 0.02% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -15.2% | 0.02% | −0.01 |
| KO The Coca-Cola Co. | Reduce -5.9% | 0.02% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.7% | 0.04% | −0.00 |
| AMGN Amgen Inc. | Reduce -1.6% | 0.02% | −0.00 |
| UNH Unitedhealth Group Inc. | Reduce -0.9% | 0.04% | +0.01 |
| JBL Jabil Inc. | Reduce -10.4% | 3.32% | +0.16 |
| CAT Caterpillar Inc. | Reduce -10.4% | 3.61% | +0.29 |
| CSCO Cisco Systems Inc. | Reduce -3.1% | 2.55% | +0.40 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -1.6% | 2.24% | +0.80 |
| AMD Advanced Micro Devices | Reduce -17.7% | 2.73% | +1.29 |
| STX Seagate Technology Holdings | Reduce -26.9% | 5.02% | +1.57 |
| AMAT Applied Materials Inc. | Reduce -7.3% | 4.38% | +1.62 |
Portfolio Buys Q1 2026 → Q2 2026
| KLAC KLA Corp. | Add +0.4% | 2.85% | +1.13 |
| FTI Technipfmc PLC | New | 0.73% | +0.73 |
| SMFG Sumitomo Mitsui-Spons ADR | Add +121.6% | 1.24% | +0.66 |
| WM Waste Management Inc. | Add +149.4% | 1.28% | +0.62 |
| AME Ametek Inc. | Add +93.0% | 1.07% | +0.46 |
| AEP American Electric Power | Add +122.9% | 0.83% | +0.39 |
| STT State Street Corp. | Add +15.2% | 1.26% | +0.25 |
| MPWR Monolithic Power Systems Inc. | Add +26.1% | 1.02% | +0.23 |
| SNPS Synopsys Inc. | Add +30.2% | 1.40% | +0.22 |
| LLY Eli Lilly & Co. | Add +5.8% | 1.66% | +0.17 |
| DELL INC | New | 0.03% | +0.03 |
| BE Bloom Energy Corp. Class A | New | 0.03% | +0.03 |
| IWM iShares Russell 2000 ETF | New | 0.02% | +0.02 |
| IWD iShares Russell 1000 Value E | New | 0.02% | +0.02 |
| HD Home Depot Inc. | Add +16.7% | 1.89% | +0.02 |
| COF Capital One Financial Corp. | Add +14.1% | 1.33% | +0.02 |
| DFAI Dimensional International Co. | New | 0.02% | +0.02 |
| FCNCA First Citizens Bcshs Class A | New | 0.02% | +0.02 |
| JNJ Johnson & Johnson | Add +67.8% | 0.03% | +0.01 |
| PG The Procter & Gamble Co. | Add +20.6% | 1.42% | −0.02 |
| ETN Eaton Corp. PLC | Add +1.9% | 2.04% | −0.04 |
| SHW The Sherwin-Williams Co. | Add +11.0% | 1.18% | −0.05 |
| ABBV Abbvie Inc. | Add +3.5% | 1.43% | −0.05 |
| ORCL Oracle Corp. | Add +17.0% | 0.91% | −0.06 |
| DIS The Walt Disney Co. | Add +13.4% | 0.85% | −0.08 |
| V Visa Inc. Class A | Add +2.7% | 1.29% | −0.08 |
| PLD Prologis Inc. | Add +11.0% | 1.02% | −0.09 |
| VRTX Vertex Pharmaceuticals Inc. | Add +1.4% | 1.01% | −0.10 |
| BKNG Booking Holdings Inc. | Add +9.6% | 1.51% | −0.10 |
| EVR Evercore Inc. Class A | Add +0.9% | 1.46% | −0.11 |
| AMZN Amazon.com Inc. | Add +4.2% | 2.85% | −0.11 |
| GM General Motors Co. | Add +8.5% | 1.20% | −0.12 |
| EQIX Equinix Inc. | Add +2.8% | 1.03% | −0.14 |
| MDT Medtronic PLC | Add +15.6% | 0.84% | −0.16 |
| FCX Freeport-McMoran Inc. | Add +3.5% | 1.40% | −0.17 |
| NVDA Nvidia Corp. | Add +2.3% | 3.31% | −0.18 |
| AAPL Apple Inc. | Add +2.0% | 2.82% | −0.18 |
| JPM JPMorgan Chase & Co. | Add +1.2% | 1.84% | −0.18 |
| TMO Thermo Fisher Scientific Inc. | Add +3.1% | 1.09% | −0.19 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +4.6% | 1.46% | −0.19 |
| CB Chubb Ltd. | Add +2.7% | 1.38% | −0.21 |
| MSFT Microsoft Corp. | Add +11.4% | 2.17% | −0.22 |
| ABT Abbott Laboratories | Add +7.1% | 0.77% | −0.24 |
| LMT Lockheed Martin Corp. | Add +24.1% | 1.32% | −0.24 |
| SO The Southern Co. | Add +2.8% | 1.14% | −0.24 |
| DUK Duke Energy Corp. | Add +1.7% | 1.06% | −0.27 |
| META Meta Platforms Inc. Class A | Add +5.3% | 1.80% | −0.35 |
| PEP Pepsico Inc. | Add +4.1% | 1.17% | −0.43 |
| CVX Chevron Corp. | Add +2.5% | 0.95% | −0.48 |
| WMT Walmart Inc. | Add +2.8% | 1.81% | −0.58 |
Notes & Other Activity Q1 2026 → Q2 2026
| PUBLIC STORAGE (PSA 4.7 PERP J) | PFD | Sold out | 12,000 | $214Kbefore exit |
| APOLLO GLOBAL MANAGEMENT (APO V7.625 09/15/53) | PFD | Sold out | 8,000 | $203Kbefore exit |
| US BANCORP (USB 4 PERP M) | PFD | Sold out | 12,000 | $187Kbefore exit |
| BANK OF AMERICA CORP (BAC 4.375 PERP NN) | PFD | Sold out | 10,000 | $176Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 88 | $1.3B | STX, AMAT, CAT, GOOGL, JBL |
| Q1 2026 | 89 | $1.0B | GOOGL, NVDA, STX, CAT, JBL |
| Q4 2025 | 84 | $1.0B | GOOGL, NVDA, AVGO, AAPL, AMZN |
| Q3 2025 | 87 | $1.0B | NVDA, AVGO, GOOGL, MSFT, AAPL |
| Q2 2025 | 66 | $927.4M | NVDA, MSFT, AVGO, AMZN, JBL |
| Q1 2025 | 65 | $814.3M | AAPL, NVDA, AMZN, MSFT, GOOGL |
| Q4 2024 | 72 | $904.2M | NVDA, AAPL, AMZN, AVGO, GOOGL |
| Q3 2024 | 73 | $895.9M | NVDA, AAPL, MSFT, AMZN, META |
| Q2 2024 | 74 | $850.6M | NVDA, MSFT, GOOGL, AMZN, AAPL |
| Q1 2024 | 71 | $835.2M | NVDA, MSFT, AMZN, GOOGL, AVGO |