CCM Investment Advisers LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 10, 2025), CCM Investment Advisers LLC reported 72 stock positions worth $904.2 million. Its top holding was Nvidia (NVDA) at 4.0% of the portfolio, followed by Apple (AAPL, 3.6%) and Amazon.com (AMZN, 3.6%). Compared with Q3 2024, it opened 2 new positions, sold out of 3, added to 24 and reduced 43. The biggest buy was a new position in Freeport-McMoran (FCX) and the biggest sale Nucor (NUE, shares −93%).
- Most Recent 13F
- Q2 2026
- Location
- COLUMBIA, SC
- CIK
- 0000931097
- Portfolio Value
- $904.2M (Q4 2024)
- SEC Filing
- 0000931097-25-000001 ↗ filed Jan 10, 2025
Holdings Value
Holdings 72 stocks · $904.2M
| NVDA Nvidia Corp. | 3.98% | 267,969 | $36.0M | Reduce -4.7% |
| AAPL Apple Inc. | 3.65% | 131,781 | $33.0M | Add +0.1% |
| AMZN Amazon.com Inc. | 3.61% | 148,596 | $32.6M | Reduce -1.1% |
| AVGO Broadcom Inc. | 3.54% | 137,905 | $32.0M | Reduce -6.2% |
| GOOGL Alphabet Inc. Class A | 3.26% | 155,896 | $29.5M | Add +0.8% |
| MSFT Microsoft Corp. | 3.25% | 69,635 | $29.4M | Add +1.9% |
| META Meta Platforms Inc. Class A | 2.84% | 43,859 | $25.7M | Reduce -2.1% |
| JBL Jabil Inc. | 2.62% | 164,665 | $23.7M | Add +0.7% |
| NFLX Netflix Inc. | 2.53% | 25,654 | $22.9M | Reduce -6.1% |
| CRM Salesforce Inc. | 2.49% | 67,304 | $22.5M | Add +0.2% |
| BKNG Booking Holdings Inc. | 2.45% | 4,454 | $22.1M | Reduce -5.8% |
| ETN Eaton Corp. PLC | 2.32% | 63,144 | $21.0M | Reduce -2.8% |
| CAT Caterpillar Inc. | 2.28% | 56,776 | $20.6M | Reduce -4.9% |
| JPM JPMorgan Chase & Co. | 2.26% | 85,255 | $20.4M | Reduce -1.8% |
| HD Home Depot Inc. | 2.19% | 50,949 | $19.8M | Reduce -0.9% |
| CSCO Cisco Systems Inc. | 2.14% | 326,303 | $19.3M | Add +4.3% |
| WMT Walmart Inc. | 2.01% | 200,986 | $18.2M | Reduce -1.4% |
| V Visa Inc. Class A | 1.87% | 53,539 | $16.9M | Reduce -0.6% |
| TMO Thermo Fisher Scientific Inc. | 1.84% | 31,921 | $16.6M | Add +9.7% |
| FISV Fiserv Inc. | 1.82% | 80,294 | $16.5M | Reduce -10.1% |
| UNH Unitedhealth Group Inc. | 1.81% | 32,346 | $16.4M | Add +7.6% |
| EVR Evercore Inc. Class A | 1.80% | 58,606 | $16.2M | Reduce -11.4% |
| AMAT Applied Materials Inc. | 1.74% | 97,007 | $15.8M | Add +15.8% |
| DAL Delta Air Lines Inc. | 1.74% | 260,710 | $15.8M | Reduce -12.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.66% | 33,061 | $15.0M | Reduce -0.1% |
| ABBV Abbvie Inc. | 1.62% | 82,244 | $14.6M | Add +1.7% |
| EME Emcor Group Inc. | 1.59% | 31,690 | $14.4M | Reduce -10.3% |
| COF Capital One Financial Corp. | 1.55% | 78,348 | $14.0M | Reduce -7.8% |
| MRK Merck & Co. Inc. | 1.53% | 138,827 | $13.8M | Add +11.3% |
| ADBE Adobe Inc. | 1.50% | 30,405 | $13.5M | Add +8.4% |
| CB Chubb Ltd. | 1.48% | 48,585 | $13.4M | Reduce -1.2% |
| SHW The Sherwin-Williams Co. | 1.48% | 39,323 | $13.4M | Add +0.5% |
| ABT Abbott Laboratories | 1.45% | 115,842 | $13.1M | Reduce -1.9% |
| STX Seagate Technology Holdings | 1.39% | 145,304 | $12.5M | Add +2.8% |
| PG The Procter & Gamble Co. | 1.35% | 72,801 | $12.2M | Add +2.9% |
| CVX Chevron Corp. | 1.34% | 83,860 | $12.1M | Reduce -13.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.34% | 275,321 | $12.1M | Reduce -1.5% |
| FE Firstenergy Corp. | 1.31% | 298,757 | $11.9M | Add +1.4% |
| TSLA Tesla Inc. | 1.30% | 29,014 | $11.7M | Reduce -14.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.29% | 34,043 | $11.6M | Add +31.5% |
| SO The Southern Co. | 1.28% | 140,419 | $11.6M | Reduce -0.1% |
| QCOM Qualcomm Inc. | 1.28% | 75,225 | $11.6M | Reduce -4.2% |
| MPC Marathon Petroleum Corp. | 1.27% | 82,068 | $11.4M | Reduce -2.3% |
| EQIX Equinix Inc. | 1.20% | 11,513 | $10.9M | Add +5.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.18% | 96,074 | $10.7M | Reduce -2.6% |
| PSX Phillips 66 | 1.18% | 93,781 | $10.7M | Reduce -10.8% |
| PEP Pepsico Inc. | 1.16% | 69,178 | $10.5M | Add +0.6% |
| GM General Motors Co. | 1.09% | 185,870 | $9.9M | Reduce -1.7% |
| LLY Eli Lilly & Co. | 1.05% | 12,335 | $9.5M | Reduce -17.3% |
| DUK Duke Energy Corp. | 1.00% | 83,610 | $9.0M | Add +24.3% |
| VRTX Vertex Pharmaceuticals Inc. | 0.99% | 22,202 | $8.9M | Reduce -25.9% |
| PLD Prologis Inc. | 0.73% | 62,361 | $6.6M | Reduce -16.9% |
| STZ Constellation Brands Inc. Class A | 0.72% | 29,631 | $6.5M | Reduce -15.5% |
| FCX Freeport-McMoran Inc. | 0.71% | 168,551 | $6.4M | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.52% | 38,710 | $4.7M | Reduce -1.3% |
| LRCX Lam Research Corp. | 0.39% | 48,360 | $3.5M | Reduce -0.8% |
| SPG Simon Property Group Inc. | 0.26% | 13,425 | $2.3M | Reduce -0.1% |
| AMT American Tower Corp. | 0.15% | 7,485 | $1.4M | Reduce -25.1% |
| ORLY O'reilly Automotive Inc. | 0.11% | 848 | $1.0M | Reduce -4.5% |
| OMC Omnicom Group | 0.09% | 9,383 | $805K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.08% | 13,885 | $744K | Add +79.3% |
| LOW Lowe's Cos Inc. | 0.07% | 2,665 | $658K | Reduce -2.5% |
| NUE Nucor Corp. | 0.06% | 4,315 | $504K | Reduce -92.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.05% | 779 | $458K | Add +22.9% |
| OPGSX Invesco Gold & Spec Min-A | 0.03% | 12,246 | $313K | Add +0.8% |
| TSN Tyson Foods Inc. Class A | 0.03% | 4,987 | $286K | Reduce -1.7% |
| GOOG Alphabet Inc. Class C | 0.03% | 1,259 | $240K | No change |
| ALL Allstate Corp. | 0.03% | 1,200 | $231K | No change |
| XOM Exxon Mobil Corp. | 0.03% | 2,128 | $229K | Reduce -5.5% |
| NVR NVR Inc. | 0.02% | 26 | $213K | Reduce -13.3% |
| FCNCA First Citizens Bcshs Class A | 0.02% | 100 | $211K | New |
| SNSXX Schwab US Treasury Money-Inv | 0.00% | 10,166 | $10K | Add +1.3% |
Other holdings (3): bonds, preferreds, convertibles and warrants · $642K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| PUBLIC STORAGE (PSA 4.7 PERP J) | PFD | 12,000 | $236K | No change |
| US BANCORP (USB 4 PERP M) | PFD | 12,000 | $212K | No change |
| BANK OF AMERICA CORP (BAC 4.375 PERP NN) | PFD | 10,000 | $194K | No change |
Total filed on the 13F, all lines: $904.8M.
Portfolio Sells Q3 2024 → Q4 2024
| NUE Nucor Corp. | Reduce -92.9% | 0.06% | −0.97 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -25.9% | 0.99% | −0.57 |
| LLY Eli Lilly & Co. | Reduce -17.3% | 1.05% | −0.42 |
| PSX Phillips 66 | Reduce -10.8% | 1.18% | −0.36 |
| PLD Prologis Inc. | Reduce -16.9% | 0.73% | −0.33 |
| CAT Caterpillar Inc. | Reduce -4.9% | 2.28% | −0.33 |
| STZ Constellation Brands Inc. Class A | Reduce -15.5% | 0.72% | −0.28 |
| MPC Marathon Petroleum Corp. | Reduce -2.3% | 1.27% | −0.26 |
| CVX Chevron Corp. | Reduce -13.1% | 1.34% | −0.24 |
| QCOM Qualcomm Inc. | Reduce -4.2% | 1.28% | −0.21 |
| SO The Southern Co. | Reduce -0.1% | 1.28% | −0.14 |
| HD Home Depot Inc. | Reduce -0.9% | 2.19% | −0.13 |
| AMT American Tower Corp. | Reduce -25.1% | 0.15% | −0.11 |
| EME Emcor Group Inc. | Reduce -10.3% | 1.59% | −0.11 |
| CB Chubb Ltd. | Reduce -1.2% | 1.48% | −0.10 |
| ETN Eaton Corp. PLC | Reduce -2.8% | 2.32% | −0.09 |
| EVR Evercore Inc. Class A | Reduce -11.4% | 1.80% | −0.07 |
| LRCX Lam Research Corp. | Reduce -0.8% | 0.39% | −0.06 |
| O Realty Income Corp. | Sold out | 0.00% | −0.06 |
| ABT Abbott Laboratories | Reduce -1.9% | 1.45% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 1.66% | −0.04 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.03 |
| HUM Humana Inc. | Sold out | 0.00% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -2.1% | 2.84% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -2.5% | 0.07% | −0.01 |
| NVR NVR Inc. | Reduce -13.3% | 0.02% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -5.5% | 0.03% | −0.00 |
| ORLY O'reilly Automotive Inc. | Reduce -4.5% | 0.11% | −0.00 |
| TSN Tyson Foods Inc. Class A | Reduce -1.7% | 0.03% | −0.00 |
| SPG Simon Property Group Inc. | Reduce -0.1% | 0.26% | +0.00 |
| TJX TJX Companies Inc. | Reduce -1.3% | 0.52% | +0.00 |
| FISV Fiserv Inc. | Reduce -10.1% | 1.82% | +0.03 |
| DAL Delta Air Lines Inc. | Reduce -12.4% | 1.74% | +0.06 |
| BAC Bank of America Corp. | Reduce -1.5% | 1.34% | +0.10 |
| DIS The Walt Disney Co. | Reduce -2.6% | 1.18% | +0.12 |
| COF Capital One Financial Corp. | Reduce -7.8% | 1.55% | +0.12 |
| GM General Motors Co. | Reduce -1.7% | 1.09% | +0.15 |
| NVDA Nvidia Corp. | Reduce -4.7% | 3.98% | +0.17 |
| WMT Walmart Inc. | Reduce -1.4% | 2.01% | +0.17 |
| JPM JPMorgan Chase & Co. | Reduce -1.8% | 2.26% | +0.22 |
| V Visa Inc. Class A | Reduce -0.6% | 1.87% | +0.22 |
| BKNG Booking Holdings Inc. | Reduce -5.8% | 2.45% | +0.23 |
| TSLA Tesla Inc. | Reduce -14.9% | 1.30% | +0.30 |
| NFLX Netflix Inc. | Reduce -6.1% | 2.53% | +0.37 |
| AMZN Amazon.com Inc. | Reduce -1.1% | 3.61% | +0.48 |
| AVGO Broadcom Inc. | Reduce -6.2% | 3.54% | +0.70 |
Portfolio Buys Q3 2024 → Q4 2024
| FCX Freeport-McMoran Inc. | New | 0.71% | +0.71 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +31.5% | 1.29% | +0.48 |
| CRM Salesforce Inc. | Add +0.2% | 2.49% | +0.44 |
| JBL Jabil Inc. | Add +0.7% | 2.62% | +0.43 |
| GOOGL Alphabet Inc. Class A | Add +0.8% | 3.26% | +0.40 |
| CSCO Cisco Systems Inc. | Add +4.3% | 2.14% | +0.28 |
| AAPL Apple Inc. | Add +0.1% | 3.65% | +0.23 |
| DUK Duke Energy Corp. | Add +24.3% | 1.00% | +0.13 |
| EQIX Equinix Inc. | Add +5.4% | 1.20% | +0.12 |
| IBIT iShares Bitcoin Trust ETF | Add +79.3% | 0.08% | +0.05 |
| FCNCA First Citizens Bcshs Class A | New | 0.02% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +22.9% | 0.05% | +0.01 |
| SNSXX Schwab US Treasury Money-Inv | Add +1.3% | 0.00% | 0.00 |
| OPGSX Invesco Gold & Spec Min-A | Add +0.8% | 0.03% | −0.01 |
| PG The Procter & Gamble Co. | Add +2.9% | 1.35% | −0.02 |
| MSFT Microsoft Corp. | Add +1.9% | 3.25% | −0.04 |
| MRK Merck & Co. Inc. | Add +11.3% | 1.53% | −0.05 |
| ADBE Adobe Inc. | Add +8.4% | 1.50% | −0.13 |
| PEP Pepsico Inc. | Add +0.6% | 1.16% | −0.14 |
| AMAT Applied Materials Inc. | Add +15.8% | 1.74% | −0.14 |
| FE Firstenergy Corp. | Add +1.4% | 1.31% | −0.14 |
| UNH Unitedhealth Group Inc. | Add +7.6% | 1.81% | −0.15 |
| ABBV Abbvie Inc. | Add +1.7% | 1.62% | −0.17 |
| TMO Thermo Fisher Scientific Inc. | Add +9.7% | 1.84% | −0.17 |
| SHW The Sherwin-Williams Co. | Add +0.5% | 1.48% | −0.19 |
| STX Seagate Technology Holdings | Add +2.8% | 1.39% | −0.34 |
Notes & Other Activity Q3 2024 → Q4 2024
| AT&T INC (T 5.625 08/01/67) | Preferred Stock | Sold out | 12,000 | $300Kbefore 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 |