CCM Investment Advisers LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 9, 2024), CCM Investment Advisers LLC reported 73 stock positions worth $895.9 million. Its top holding was Nvidia (NVDA) at 3.8% of the portfolio, followed by Apple (AAPL, 3.4%) and Microsoft (MSFT, 3.3%). Compared with Q2 2024, it opened 6 new positions, sold out of 7, added to 33 and reduced 30. The biggest buy was a new position in Emcor (EME) and the biggest sale an exit from Accenture Class A (ACN).
- Most Recent 13F
- Q2 2026
- Location
- COLUMBIA, SC
- CIK
- 0000931097
- Portfolio Value
- $895.9M (Q3 2024)
- SEC Filing
- 0000931097-24-000008 ↗ filed Oct 9, 2024
Holdings Value
Holdings 73 stocks · $895.9M
| NVDA Nvidia Corp. | 3.81% | 281,283 | $34.2M | Reduce -15.9% |
| AAPL Apple Inc. | 3.42% | 131,655 | $30.7M | Add +0.8% |
| MSFT Microsoft Corp. | 3.28% | 68,349 | $29.4M | Add +1.3% |
| AMZN Amazon.com Inc. | 3.13% | 150,260 | $28.0M | Add +1.1% |
| META Meta Platforms Inc. Class A | 2.86% | 44,812 | $25.7M | Reduce -0.5% |
| GOOGL Alphabet Inc. Class A | 2.86% | 154,589 | $25.6M | Reduce -6.2% |
| AVGO Broadcom Inc. | 2.83% | 147,070 | $25.4M | Reduce -11.1% |
| CAT Caterpillar Inc. | 2.61% | 59,706 | $23.4M | Reduce -0.3% |
| ETN Eaton Corp. PLC | 2.40% | 64,964 | $21.5M | Reduce -3.5% |
| HD Home Depot Inc. | 2.32% | 51,400 | $20.8M | Add +0.9% |
| BKNG Booking Holdings Inc. | 2.22% | 4,726 | $19.9M | Reduce -0.3% |
| JBL Jabil Inc. | 2.19% | 163,464 | $19.6M | Add +9.6% |
| NFLX Netflix Inc. | 2.16% | 27,326 | $19.4M | Add +1.7% |
| CRM Salesforce Inc. | 2.05% | 67,151 | $18.4M | Add +3.0% |
| JPM JPMorgan Chase & Co. | 2.04% | 86,837 | $18.3M | Reduce -4.0% |
| TMO Thermo Fisher Scientific Inc. | 2.01% | 29,099 | $18.0M | Add +0.2% |
| UNH Unitedhealth Group Inc. | 1.96% | 30,058 | $17.6M | Reduce -0.6% |
| AMAT Applied Materials Inc. | 1.89% | 83,735 | $16.9M | Reduce -2.4% |
| EVR Evercore Inc. Class A | 1.87% | 66,127 | $16.8M | Reduce -13.2% |
| CSCO Cisco Systems Inc. | 1.86% | 312,749 | $16.6M | Add +8.5% |
| WMT Walmart Inc. | 1.84% | 203,808 | $16.5M | Add +0.7% |
| FISV Fiserv Inc. | 1.79% | 89,302 | $16.0M | Reduce -3.2% |
| ABBV Abbvie Inc. | 1.78% | 80,873 | $16.0M | Reduce -8.0% |
| STX Seagate Technology Holdings | 1.73% | 141,352 | $15.5M | Add +5.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.70% | 33,101 | $15.2M | Reduce -2.2% |
| EME Emcor Group Inc. | 1.70% | 35,331 | $15.2M | New |
| DAL Delta Air Lines Inc. | 1.69% | 297,674 | $15.1M | Reduce -2.1% |
| SHW The Sherwin-Williams Co. | 1.67% | 39,122 | $14.9M | Add +0.7% |
| V Visa Inc. Class A | 1.65% | 53,864 | $14.8M | Reduce -3.1% |
| ADBE Adobe Inc. | 1.62% | 28,046 | $14.5M | Add +1.1% |
| CVX Chevron Corp. | 1.59% | 96,462 | $14.2M | Add +23.8% |
| CB Chubb Ltd. | 1.58% | 49,164 | $14.2M | Reduce -4.8% |
| MRK Merck & Co. Inc. | 1.58% | 124,734 | $14.2M | Reduce -1.4% |
| VRTX Vertex Pharmaceuticals Inc. | 1.56% | 29,972 | $13.9M | Add +0.8% |
| PSX Phillips 66 | 1.54% | 105,150 | $13.8M | Add +15.9% |
| MPC Marathon Petroleum Corp. | 1.53% | 83,965 | $13.7M | Add +1.6% |
| ABT Abbott Laboratories | 1.50% | 118,047 | $13.5M | Reduce -4.2% |
| QCOM Qualcomm Inc. | 1.49% | 78,559 | $13.4M | Add +60.7% |
| LLY Eli Lilly & Co. | 1.47% | 14,914 | $13.2M | Add +1.2% |
| FE Firstenergy Corp. | 1.46% | 294,768 | $13.1M | Add +1.6% |
| COF Capital One Financial Corp. | 1.42% | 85,024 | $12.7M | Reduce -0.4% |
| SO The Southern Co. | 1.41% | 140,529 | $12.7M | Add +1.1% |
| PG The Procter & Gamble Co. | 1.37% | 70,747 | $12.3M | Add +1.5% |
| PEP Pepsico Inc. | 1.31% | 68,796 | $11.7M | Add +2.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.24% | 279,533 | $11.1M | Reduce -3.1% |
| EQIX Equinix Inc. | 1.08% | 10,921 | $9.7M | Add +13.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.06% | 98,693 | $9.5M | Add +2.3% |
| PLD Prologis Inc. | 1.06% | 75,068 | $9.5M | Add +5.4% |
| NUE Nucor Corp. | 1.02% | 60,911 | $9.2M | Add +0.7% |
| STZ Constellation Brands Inc. Class A | 1.01% | 35,062 | $9.0M | Add +6.1% |
| TSLA Tesla Inc. | 1.00% | 34,083 | $8.9M | Reduce -7.3% |
| GM General Motors Co. | 0.95% | 189,130 | $8.5M | New |
| DUK Duke Energy Corp. | 0.87% | 67,254 | $7.8M | Add +230.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.81% | 25,883 | $7.3M | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.51% | 39,200 | $4.6M | Reduce -2.3% |
| LRCX Lam Research Corp. | 0.44% | 4,876 | $4.0M | New |
| AMT American Tower Corp. | 0.26% | 9,992 | $2.3M | Reduce -13.3% |
| SPG Simon Property Group Inc. | 0.25% | 13,440 | $2.3M | No change |
| ORLY O'reilly Automotive Inc. | 0.11% | 888 | $1.0M | Reduce -1.1% |
| OMC Omnicom Group | 0.11% | 9,383 | $970K | Reduce -5.8% |
| LOW Lowe's Cos Inc. | 0.08% | 2,733 | $740K | Add +0.3% |
| O Realty Income Corp. | 0.06% | 7,920 | $502K | Reduce -15.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.04% | 634 | $364K | Reduce -1.3% |
| OPGSX Invesco Gold & Spec Min-A | 0.04% | 12,147 | $356K | No change |
| TSN Tyson Foods Inc. Class A | 0.03% | 5,072 | $302K | Reduce -24.5% |
| NVR NVR Inc. | 0.03% | 30 | $294K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.03% | 7,745 | $280K | New |
| XOM Exxon Mobil Corp. | 0.03% | 2,253 | $264K | Add +19.8% |
| AMGN Amgen Inc. | 0.03% | 721 | $232K | Add +2.9% |
| HUM Humana Inc. | 0.03% | 721 | $228K | No change |
| ALL Allstate Corp. | 0.03% | 1,200 | $228K | Reduce -55.4% |
| GOOG Alphabet Inc. Class C | 0.02% | 1,259 | $210K | Add +3.5% |
| SNSXX Schwab US Treasury Money-Inv | 0.00% | 10,035 | $10K | New |
Other holdings (4): bonds, preferreds, convertibles and warrants · $1.0M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| AT&T INC (T 5.625 08/01/67) | Preferred Stock | 12,000 | $300K | No change |
| PUBLIC STORAGE (PSA 4.7 PERP J) | PFD | 12,000 | $270K | No change |
| US BANCORP (USB 4 PERP M) | PFD | 12,000 | $237K | No change |
| BANK OF AMERICA CORP (BAC 4.375 PERP NN) | PFD | 10,000 | $210K | No change |
Total filed on the 13F, all lines: $896.9M.
Portfolio Sells Q2 2024 → Q3 2024
| ACN Accenture PLC Class A | Sold out | 0.00% | −1.48 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −1.11 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −1.06 |
| NVDA Nvidia Corp. | Reduce -15.9% | 3.81% | −1.05 |
| GOOGL Alphabet Inc. Class A | Reduce -6.2% | 2.86% | −0.67 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.61 |
| AMAT Applied Materials Inc. | Reduce -2.4% | 1.89% | −0.49 |
| AVGO Broadcom Inc. | Reduce -11.1% | 2.83% | −0.29 |
| MRK Merck & Co. Inc. | Reduce -1.4% | 1.58% | −0.26 |
| BAC Bank of America Corp. | Reduce -3.1% | 1.24% | −0.11 |
| JPM JPMorgan Chase & Co. | Reduce -4.0% | 2.04% | −0.11 |
| GILD Gilead Sciences Inc. | Sold out | 0.00% | −0.09 |
| ETN Eaton Corp. PLC | Reduce -3.5% | 2.40% | −0.08 |
| V Visa Inc. Class A | Reduce -3.1% | 1.65% | −0.06 |
| ALL Allstate Corp. | Reduce -55.4% | 0.03% | −0.03 |
| TSN Tyson Foods Inc. Class A | Reduce -24.5% | 0.03% | −0.01 |
| DAL Delta Air Lines Inc. | Reduce -2.1% | 1.69% | −0.01 |
| FTOXX Gldmn SCHS FS Trsry Obl-FST | Sold out | 0.00% | −0.01 |
| TJX TJX Companies Inc. | Reduce -2.3% | 0.51% | −0.00 |
| AMT American Tower Corp. | Reduce -13.3% | 0.26% | −0.00 |
| ABT Abbott Laboratories | Reduce -4.2% | 1.50% | −0.00 |
| VMRXX Vanguard Cash Res Fed-Adm | Sold out | 0.00% | −0.00 |
| O Realty Income Corp. | Reduce -15.8% | 0.06% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.3% | 0.04% | −0.00 |
| EVR Evercore Inc. Class A | Reduce -13.2% | 1.87% | +0.00 |
| ORLY O'reilly Automotive Inc. | Reduce -1.1% | 0.11% | +0.00 |
| OMC Omnicom Group | Reduce -5.8% | 0.11% | +0.00 |
| ABBV Abbvie Inc. | Reduce -8.0% | 1.78% | +0.01 |
| BKNG Booking Holdings Inc. | Reduce -0.3% | 2.22% | +0.01 |
| COF Capital One Financial Corp. | Reduce -0.4% | 1.42% | +0.03 |
| CB Chubb Ltd. | Reduce -4.8% | 1.58% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.2% | 1.70% | +0.08 |
| TSLA Tesla Inc. | Reduce -7.3% | 1.00% | +0.14 |
| UNH Unitedhealth Group Inc. | Reduce -0.6% | 1.96% | +0.15 |
| FISV Fiserv Inc. | Reduce -3.2% | 1.79% | +0.17 |
| META Meta Platforms Inc. Class A | Reduce -0.5% | 2.86% | +0.19 |
| CAT Caterpillar Inc. | Reduce -0.3% | 2.61% | +0.26 |
Portfolio Buys Q2 2024 → Q3 2024
| EME Emcor Group Inc. | New | 1.70% | +1.70 |
| GM General Motors Co. | New | 0.95% | +0.95 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.81% | +0.81 |
| DUK Duke Energy Corp. | Add +230.7% | 0.87% | +0.63 |
| LRCX Lam Research Corp. | New | 0.44% | +0.44 |
| QCOM Qualcomm Inc. | Add +60.7% | 1.49% | +0.35 |
| SHW The Sherwin-Williams Co. | Add +0.7% | 1.67% | +0.30 |
| JBL Jabil Inc. | Add +9.6% | 2.19% | +0.28 |
| HD Home Depot Inc. | Add +0.9% | 2.32% | +0.26 |
| CSCO Cisco Systems Inc. | Add +8.5% | 1.86% | +0.25 |
| EQIX Equinix Inc. | Add +13.6% | 1.08% | +0.23 |
| WMT Walmart Inc. | Add +0.7% | 1.84% | +0.23 |
| AAPL Apple Inc. | Add +0.8% | 3.42% | +0.19 |
| FE Firstenergy Corp. | Add +1.6% | 1.46% | +0.15 |
| CVX Chevron Corp. | Add +23.8% | 1.59% | +0.15 |
| SO The Southern Co. | Add +1.1% | 1.41% | +0.15 |
| TMO Thermo Fisher Scientific Inc. | Add +0.2% | 2.01% | +0.12 |
| PLD Prologis Inc. | Add +5.4% | 1.06% | +0.12 |
| STX Seagate Technology Holdings | Add +5.2% | 1.73% | +0.10 |
| CRM Salesforce Inc. | Add +3.0% | 2.05% | +0.08 |
| PSX Phillips 66 | Add +15.9% | 1.54% | +0.04 |
| NFLX Netflix Inc. | Add +1.7% | 2.16% | +0.03 |
| IBIT iShares Bitcoin Trust ETF | New | 0.03% | +0.03 |
| PG The Procter & Gamble Co. | Add +1.5% | 1.37% | +0.02 |
| LOW Lowe's Cos Inc. | Add +0.3% | 0.08% | +0.01 |
| STZ Constellation Brands Inc. Class A | Add +6.1% | 1.01% | +0.01 |
| XOM Exxon Mobil Corp. | Add +19.8% | 0.03% | +0.00 |
| PEP Pepsico Inc. | Add +2.3% | 1.31% | +0.00 |
| SNSXX Schwab US Treasury Money-Inv | New | 0.00% | +0.00 |
| AMGN Amgen Inc. | Add +2.9% | 0.03% | +0.00 |
| GOOG Alphabet Inc. Class C | Add +3.5% | 0.02% | −0.00 |
| DIS The Walt Disney Co. | Add +2.3% | 1.06% | −0.07 |
| VRTX Vertex Pharmaceuticals Inc. | Add +0.8% | 1.56% | −0.08 |
| LLY Eli Lilly & Co. | Add +1.2% | 1.47% | −0.09 |
| NUE Nucor Corp. | Add +0.7% | 1.02% | −0.10 |
| MPC Marathon Petroleum Corp. | Add +1.6% | 1.53% | −0.16 |
| ADBE Adobe Inc. | Add +1.1% | 1.62% | −0.19 |
| AMZN Amazon.com Inc. | Add +1.1% | 3.13% | −0.25 |
| MSFT Microsoft Corp. | Add +1.3% | 3.28% | −0.26 |
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 |