CCM Investment Advisers LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 11, 2024), CCM Investment Advisers LLC reported 74 stock positions worth $850.6 million. Its top holding was Nvidia (NVDA) at 4.9% of the portfolio, followed by Microsoft (MSFT, 3.5%) and Alphabet Class A (GOOGL, 3.5%). Compared with Q1 2024, it opened 4 new positions, sold out of 1, added to 37 and reduced 29. The biggest buy was Apple (AAPL, shares +1%) and the biggest sale Caterpillar (CAT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- COLUMBIA, SC
- CIK
- 0000931097
- Portfolio Value
- $850.6M (Q2 2024)
- SEC Filing
- 0000931097-24-000003 ↗ filed Jul 11, 2024
Holdings Value
Holdings 74 stocks · $850.6M
| NVDA Nvidia Corp. | 4.86% | 334,600 | $41.3M | Reduce -5.1% |
| MSFT Microsoft Corp. | 3.54% | 67,447 | $30.1M | Add +1.0% |
| GOOGL Alphabet Inc. Class A | 3.53% | 164,825 | $30.0M | Reduce -0.7% |
| AMZN Amazon.com Inc. | 3.38% | 148,560 | $28.7M | Add +0.6% |
| AAPL Apple Inc. | 3.23% | 130,610 | $27.5M | Add +0.6% |
| AVGO Broadcom Inc. | 3.12% | 16,545 | $26.6M | Reduce -2.0% |
| META Meta Platforms Inc. Class A | 2.67% | 45,019 | $22.7M | Reduce -1.6% |
| ETN Eaton Corp. PLC | 2.48% | 67,292 | $21.1M | Reduce -3.0% |
| AMAT Applied Materials Inc. | 2.38% | 85,777 | $20.2M | Add +0.1% |
| CAT Caterpillar Inc. | 2.35% | 59,901 | $20.0M | Reduce -1.1% |
| BKNG Booking Holdings Inc. | 2.21% | 4,739 | $18.8M | Reduce -1.3% |
| JPM JPMorgan Chase & Co. | 2.15% | 90,413 | $18.3M | Reduce -0.3% |
| NFLX Netflix Inc. | 2.13% | 26,872 | $18.1M | Add +0.5% |
| HD Home Depot Inc. | 2.06% | 50,931 | $17.5M | Add +1.0% |
| CRM Salesforce Inc. | 1.97% | 65,170 | $16.8M | Add +0.9% |
| JBL Jabil Inc. | 1.91% | 149,208 | $16.2M | Add +6.0% |
| TMO Thermo Fisher Scientific Inc. | 1.89% | 29,039 | $16.1M | Add +0.6% |
| EVR Evercore Inc. Class A | 1.87% | 76,211 | $15.9M | Reduce -4.2% |
| MRK Merck & Co. Inc. | 1.84% | 126,575 | $15.7M | Reduce -0.4% |
| UNH Unitedhealth Group Inc. | 1.81% | 30,249 | $15.4M | Reduce -1.4% |
| ADBE Adobe Inc. | 1.81% | 27,727 | $15.4M | Add +6.0% |
| ABBV Abbvie Inc. | 1.77% | 87,864 | $15.1M | Reduce -0.6% |
| V Visa Inc. Class A | 1.72% | 55,592 | $14.6M | Reduce -0.4% |
| DAL Delta Air Lines Inc. | 1.70% | 304,208 | $14.4M | Reduce -7.3% |
| MPC Marathon Petroleum Corp. | 1.69% | 82,683 | $14.3M | Add +7.1% |
| VRTX Vertex Pharmaceuticals Inc. | 1.64% | 29,748 | $13.9M | Add +1.9% |
| STX Seagate Technology Holdings | 1.63% | 134,395 | $13.9M | Add +1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.62% | 33,848 | $13.8M | Add +0.1% |
| FISV Fiserv Inc. | 1.62% | 92,271 | $13.8M | Reduce -4.1% |
| WMT Walmart Inc. | 1.61% | 202,443 | $13.7M | Add +0.9% |
| CSCO Cisco Systems Inc. | 1.61% | 288,291 | $13.7M | Add +5.4% |
| LLY Eli Lilly & Co. | 1.57% | 14,742 | $13.3M | Add +0.9% |
| CB Chubb Ltd. | 1.55% | 51,630 | $13.2M | Add +0.2% |
| PSX Phillips 66 | 1.51% | 90,725 | $12.8M | Add +11.6% |
| ABT Abbott Laboratories | 1.51% | 123,255 | $12.8M | Reduce -4.1% |
| ACN Accenture PLC Class A | 1.48% | 41,362 | $12.5M | Add +1.5% |
| CVX Chevron Corp. | 1.43% | 77,909 | $12.2M | Add +14.3% |
| COF Capital One Financial Corp. | 1.39% | 85,394 | $11.8M | Reduce -1.0% |
| SHW The Sherwin-Williams Co. | 1.36% | 38,868 | $11.6M | Add +1.0% |
| PG The Procter & Gamble Co. | 1.35% | 69,680 | $11.5M | Add +2.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.35% | 288,556 | $11.5M | Reduce -8.2% |
| FE Firstenergy Corp. | 1.31% | 290,164 | $11.1M | Add +0.9% |
| PEP Pepsico Inc. | 1.30% | 67,252 | $11.1M | Add +3.8% |
| SO The Southern Co. | 1.27% | 139,054 | $10.8M | Add +0.8% |
| QCOM Qualcomm Inc. | 1.14% | 48,882 | $9.7M | Add +2.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.13% | 96,501 | $9.6M | Add +0.1% |
| NUE Nucor Corp. | 1.12% | 60,507 | $9.6M | Add +0.8% |
| NKE Nike Inc. Class B | 1.11% | 125,475 | $9.5M | Add +2.5% |
| UPS United Parcel Service Class B | 1.06% | 66,149 | $9.1M | Add +0.8% |
| STZ Constellation Brands Inc. Class A | 1.00% | 33,055 | $8.5M | Add +2.4% |
| PLD Prologis Inc. | 0.94% | 71,202 | $8.0M | Add +9.6% |
| EQIX Equinix Inc. | 0.86% | 9,613 | $7.3M | Add +6.4% |
| TSLA Tesla Inc. | 0.85% | 36,749 | $7.3M | Add +1.4% |
| LRCX Lam Research Corp. | 0.61% | 4,876 | $5.2M | Reduce -0.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.52% | 40,115 | $4.4M | Reduce -2.7% |
| AMT American Tower Corp. | 0.26% | 11,520 | $2.2M | Reduce -1.8% |
| SPG Simon Property Group Inc. | 0.24% | 13,440 | $2.0M | No change |
| DUK Duke Energy Corp. | 0.24% | 20,339 | $2.0M | Reduce -0.7% |
| ORLY O'reilly Automotive Inc. | 0.11% | 898 | $948K | No change |
| OMC Omnicom Group | 0.10% | 9,958 | $893K | No change |
| GILD Gilead Sciences Inc. | 0.09% | 10,925 | $750K | Reduce -9.9% |
| LOW Lowe's Cos Inc. | 0.07% | 2,725 | $601K | Reduce -2.0% |
| O Realty Income Corp. | 0.06% | 9,410 | $497K | Reduce -18.5% |
| ALL Allstate Corp. | 0.05% | 2,692 | $430K | Reduce -34.9% |
| TSN Tyson Foods Inc. Class A | 0.05% | 6,720 | $384K | Reduce -18.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.04% | 642 | $349K | Add +14.8% |
| OPGSX Invesco Gold & Spec Min-A | 0.04% | 12,147 | $301K | Reduce -33.1% |
| HUM Humana Inc. | 0.03% | 721 | $269K | Reduce -2.0% |
| NVR NVR Inc. | 0.03% | 30 | $228K | No change |
| GOOG Alphabet Inc. Class C | 0.03% | 1,216 | $223K | New |
| AMGN Amgen Inc. | 0.03% | 701 | $219K | New |
| XOM Exxon Mobil Corp. | 0.03% | 1,880 | $217K | Add +4.3% |
| FTOXX Gldmn SCHS FS Trsry Obl-FST filed as Goldman Sachs Financial Square | 0.01% | 45,708 | $46K | New |
| VMRXX Vanguard Cash Res Fed-Adm | 0.00% | 23,407 | $23K | New |
Other holdings (4): bonds, preferreds, convertibles and warrants · $941K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| AT&T INC (T 5.625 08/01/67) | Preferred Stock | 12,000 | $287K | No change |
| PUBLIC STORAGE (PSA 4.7 PERP J) | PFD | 12,000 | $248K | No change |
| US BANCORP (USB 4 PERP M) | PFD | 12,000 | $209K | No change |
| BANK OF AMERICA CORP (BAC 4.375 PERP NN) | PFD | 10,000 | $197K | No change |
Total filed on the 13F, all lines: $851.5M.
Portfolio Sells Q1 2024 → Q2 2024
| CAT Caterpillar Inc. | Reduce -1.1% | 2.35% | −0.31 |
| ABT Abbott Laboratories | Reduce -4.1% | 1.51% | −0.24 |
| FISV Fiserv Inc. | Reduce -4.1% | 1.62% | −0.22 |
| DAL Delta Air Lines Inc. | Reduce -7.3% | 1.70% | −0.18 |
| MRK Merck & Co. Inc. | Reduce -0.4% | 1.84% | −0.16 |
| ABBV Abbvie Inc. | Reduce -0.6% | 1.77% | −0.16 |
| V Visa Inc. Class A | Reduce -0.4% | 1.72% | −0.15 |
| COF Capital One Financial Corp. | Reduce -1.0% | 1.39% | −0.15 |
| ETN Eaton Corp. PLC | Reduce -3.0% | 2.48% | −0.12 |
| BAC Bank of America Corp. | Reduce -8.2% | 1.35% | −0.08 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.05 |
| ALL Allstate Corp. | Reduce -34.9% | 0.05% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -0.3% | 2.15% | −0.03 |
| GILD Gilead Sciences Inc. | Reduce -9.9% | 0.09% | −0.02 |
| O Realty Income Corp. | Reduce -18.5% | 0.06% | −0.02 |
| OPGSX Invesco Gold & Spec Min-A | Reduce -33.1% | 0.04% | −0.02 |
| AMT American Tower Corp. | Reduce -1.8% | 0.26% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -2.0% | 0.07% | −0.01 |
| TSN Tyson Foods Inc. Class A | Reduce -18.6% | 0.05% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -1.4% | 1.81% | −0.01 |
| HUM Humana Inc. | Reduce -2.0% | 0.03% | +0.00 |
| DUK Duke Energy Corp. | Reduce -0.7% | 0.24% | +0.00 |
| META Meta Platforms Inc. Class A | Reduce -1.6% | 2.67% | +0.01 |
| TJX TJX Companies Inc. | Reduce -2.7% | 0.52% | +0.02 |
| EVR Evercore Inc. Class A | Reduce -4.2% | 1.87% | +0.03 |
| LRCX Lam Research Corp. | Reduce -0.7% | 0.61% | +0.04 |
| BKNG Booking Holdings Inc. | Reduce -1.3% | 2.21% | +0.12 |
| AVGO Broadcom Inc. | Reduce -2.0% | 3.12% | +0.44 |
| GOOGL Alphabet Inc. Class A | Reduce -0.7% | 3.53% | +0.53 |
| NVDA Nvidia Corp. | Reduce -5.1% | 4.86% | +1.04 |
Portfolio Buys Q1 2024 → Q2 2024
| AAPL Apple Inc. | Add +0.6% | 3.23% | +0.57 |
| AMAT Applied Materials Inc. | Add +0.1% | 2.38% | +0.26 |
| ADBE Adobe Inc. | Add +6.0% | 1.81% | +0.23 |
| LLY Eli Lilly & Co. | Add +0.9% | 1.57% | +0.21 |
| NFLX Netflix Inc. | Add +0.5% | 2.13% | +0.19 |
| AMZN Amazon.com Inc. | Add +0.6% | 3.38% | +0.19 |
| QCOM Qualcomm Inc. | Add +2.9% | 1.14% | +0.18 |
| MSFT Microsoft Corp. | Add +1.0% | 3.54% | +0.18 |
| VRTX Vertex Pharmaceuticals Inc. | Add +1.9% | 1.64% | +0.18 |
| WMT Walmart Inc. | Add +0.9% | 1.61% | +0.17 |
| STX Seagate Technology Holdings | Add +1.5% | 1.63% | +0.16 |
| CVX Chevron Corp. | Add +14.3% | 1.43% | +0.15 |
| TSLA Tesla Inc. | Add +1.4% | 0.85% | +0.09 |
| SO The Southern Co. | Add +0.8% | 1.27% | +0.08 |
| GOOG Alphabet Inc. Class C | New | 0.03% | +0.03 |
| AMGN Amgen Inc. | New | 0.03% | +0.03 |
| PG The Procter & Gamble Co. | Add +2.0% | 1.35% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +14.8% | 0.04% | +0.01 |
| FTOXX Gldmn SCHS FS Trsry Obl-FST | New | 0.01% | +0.01 |
| VMRXX Vanguard Cash Res Fed-Adm | New | 0.00% | +0.00 |
| XOM Exxon Mobil Corp. | Add +4.3% | 0.03% | +0.00 |
| CSCO Cisco Systems Inc. | Add +5.4% | 1.61% | −0.02 |
| FE Firstenergy Corp. | Add +0.9% | 1.31% | −0.02 |
| EQIX Equinix Inc. | Add +6.4% | 0.86% | −0.04 |
| STZ Constellation Brands Inc. Class A | Add +2.4% | 1.00% | −0.05 |
| CB Chubb Ltd. | Add +0.2% | 1.55% | −0.05 |
| PEP Pepsico Inc. | Add +3.8% | 1.30% | −0.05 |
| PLD Prologis Inc. | Add +9.6% | 0.94% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.1% | 1.62% | −0.08 |
| PSX Phillips 66 | Add +11.6% | 1.51% | −0.08 |
| UPS United Parcel Service Class B | Add +0.8% | 1.06% | −0.10 |
| TMO Thermo Fisher Scientific Inc. | Add +0.6% | 1.89% | −0.12 |
| MPC Marathon Petroleum Corp. | Add +7.1% | 1.69% | −0.18 |
| ACN Accenture PLC Class A | Add +1.5% | 1.48% | −0.22 |
| SHW The Sherwin-Williams Co. | Add +1.0% | 1.36% | −0.24 |
| HD Home Depot Inc. | Add +1.0% | 2.06% | −0.25 |
| NKE Nike Inc. Class B | Add +2.5% | 1.11% | −0.27 |
| DIS The Walt Disney Co. | Add +0.1% | 1.13% | −0.29 |
| NUE Nucor Corp. | Add +0.8% | 1.12% | −0.30 |
| JBL Jabil Inc. | Add +6.0% | 1.91% | −0.35 |
| CRM Salesforce Inc. | Add +0.9% | 1.97% | −0.36 |
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 |