CCM Investment Advisers LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 16, 2025), CCM Investment Advisers LLC reported 65 stock positions worth $814.3 million. Its top holding was Apple (AAPL) at 3.4% of the portfolio, followed by Nvidia (NVDA, 3.4%) and Amazon.com (AMZN, 3.3%). Compared with Q4 2024, it sold out of 7, added to 19 and reduced 43. The biggest buy was Vertex Pharmaceuticals (VRTX, shares +24%) and the biggest sale Adobe (ADBE, shares −91%).

Most Recent 13F
Q2 2026
Location
COLUMBIA, SC
CIK
0000931097
Portfolio Value
$814.3M (Q1 2025)
SEC Filing
0000931097-25-000003 ↗ filed Apr 16, 2025

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $835.2M Q1 2024 Q2 2024: $850.6M Q2 2024 Q3 2024: $895.9M Q3 2024 Q4 2024: $904.2M Q4 2024 Q1 2025: $814.3M $814.3M Q1 2025 Q2 2025: $927.4M Q2 2025 Q3 2025: $1.0B Q3 2025 Q4 2025: $1.0B Q4 2025 Q1 2026: $1.0B Q1 2026 Q2 2026: $1.3B Q2 2026

Holdings 65 stocks · $814.3M
AAPL Apple Inc. 3.41% 125,169 $27.8M Reduce -5.0%
NVDA Nvidia Corp. 3.38% 254,313 $27.6M Reduce -5.1%
AMZN Amazon.com Inc. 3.27% 140,056 $26.6M Reduce -5.8%
MSFT Microsoft Corp. 3.27% 70,877 $26.6M Add +1.8%
GOOGL Alphabet Inc. Class A 2.85% 149,964 $23.2M Reduce -3.8%
META Meta Platforms Inc. Class A 2.68% 37,812 $21.8M Reduce -13.8%
AVGO Broadcom Inc. 2.50% 121,554 $20.4M Reduce -11.9%
BKNG Booking Holdings Inc. 2.44% 4,314 $19.9M Reduce -3.1%
CSCO Cisco Systems Inc. 2.41% 318,225 $19.6M Reduce -2.5%
NFLX Netflix Inc. 2.41% 21,056 $19.6M Reduce -17.9%
JBL Jabil Inc. 2.38% 142,496 $19.4M Reduce -13.5%
HD Home Depot Inc. 2.32% 51,494 $18.9M Add +1.1%
CAT Caterpillar Inc. 2.24% 55,429 $18.3M Reduce -2.4%
JPM JPMorgan Chase & Co. 2.24% 74,431 $18.3M Reduce -12.7%
CRM Salesforce Inc. 2.14% 64,928 $17.4M Reduce -3.5%
WMT Walmart Inc. 2.12% 196,526 $17.3M Reduce -2.2%
BRK.B Berkshire Hathaway Inc. Class B 2.09% 31,884 $17.0M Reduce -3.6%
ETN Eaton Corp. PLC 2.08% 62,286 $16.9M Reduce -1.4%
UNH Unitedhealth Group Inc. 2.01% 31,271 $16.4M Reduce -3.3%
ABBV Abbvie Inc. 1.99% 77,521 $16.2M Reduce -5.7%
V Visa Inc. Class A 1.94% 45,172 $15.8M Reduce -15.6%
TMO Thermo Fisher Scientific Inc. 1.89% 30,895 $15.4M Reduce -3.2%
FISV Fiserv Inc. 1.84% 67,862 $15.0M Reduce -15.5%
ABT Abbott Laboratories 1.82% 111,948 $14.9M Reduce -3.4%
CB Chubb Ltd. 1.77% 47,853 $14.5M Reduce -1.5%
AMAT Applied Materials Inc. 1.77% 99,193 $14.4M Add +2.3%
PG The Procter & Gamble Co. 1.72% 81,995 $14.0M Add +12.6%
CRWD CrowdStrike Holdings Inc. Class A 1.71% 39,514 $13.9M Add +16.1%
SHW The Sherwin-Williams Co. 1.67% 38,840 $13.6M Reduce -1.2%
PEP Pepsico Inc. 1.66% 89,959 $13.5M Add +30.0%
VRTX Vertex Pharmaceuticals Inc. 1.64% 27,553 $13.4M Add +24.1%
QCOM Qualcomm Inc. 1.63% 86,632 $13.3M Add +15.2%
STX Seagate Technology Holdings 1.63% 156,634 $13.3M Add +7.8%
SO The Southern Co. 1.62% 143,078 $13.2M Add +1.9%
COF Capital One Financial Corp. 1.61% 73,008 $13.1M Reduce -6.8%
LLY Eli Lilly & Co. 1.60% 15,791 $13.0M Add +28.0%
MRK Merck & Co. Inc. 1.59% 144,573 $13.0M Add +4.1%
EME Emcor Group Inc. 1.51% 33,194 $12.3M Add +4.8%
CVX Chevron Corp. 1.49% 72,360 $12.1M Reduce -13.7%
DUK Duke Energy Corp. 1.46% 97,697 $11.9M Add +16.9%
FE Firstenergy Corp. 1.46% 293,155 $11.8M Reduce -1.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.44% 280,274 $11.7M Add +1.8%
MPC Marathon Petroleum Corp. 1.36% 75,957 $11.1M Reduce -7.5%
PSX Phillips 66 1.34% 88,233 $10.9M Reduce -5.9%
EQIX Equinix Inc. 1.33% 13,250 $10.8M Add +15.1%
EVR Evercore Inc. Class A 1.31% 53,438 $10.7M Reduce -8.8%
DAL Delta Air Lines Inc. 1.30% 242,110 $10.6M Reduce -7.1%
GM General Motors Co. 1.29% 224,190 $10.5M Add +20.6%
FCX Freeport-McMoran Inc. 1.25% 268,826 $10.2M Add +59.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.13% 93,623 $9.2M Reduce -2.5%
PLD Prologis Inc. 1.01% 73,387 $8.2M Add +17.7%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.52% 34,810 $4.2M Reduce -10.1%
LRCX Lam Research Corp. 0.42% 46,635 $3.4M Reduce -3.6%
SPG Simon Property Group Inc. 0.25% 12,490 $2.1M Reduce -7.0%
ORLY O'reilly Automotive Inc. 0.15% 828 $1.2M Reduce -2.4%
ADBE Adobe Inc. 0.13% 2,712 $1.0M Reduce -91.1%
AMT American Tower Corp. 0.12% 4,640 $1.0M Reduce -38.0%
IBIT iShares Bitcoin Trust ETF 0.08% 13,885 $650K No change
LOW Lowe's Cos Inc. 0.07% 2,430 $567K Reduce -8.8%
OMC Omnicom Group 0.05% 5,108 $424K Reduce -45.6%
OPGSX Invesco Gold & Spec Min-A 0.05% 12,246 $400K No change
TSLA Tesla Inc. 0.05% 1,419 $368K Reduce -95.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.04% 606 $339K Reduce -22.2%
XOM Exxon Mobil Corp. 0.03% 2,128 $253K No change
ALL Allstate Corp. 0.03% 1,000 $207K Reduce -16.7%
Other holdings (5): bonds, preferreds, convertibles and warrants · $1.0M (not counted above)
SecurityClassShares / PrincipalValueChange
PUBLIC STORAGE (PSA 4.7 PERP J) PFD 12,000$234KNo change
APOLLO GLOBAL MANAGEMENT (APO V7.625 09/15/53) PFD 8,000$207KNew
JPM CHASE CAPITAL XXIX (JPM 6.7 04/02/40) PFD 8,000$200KNew
US BANCORP (USB 4 PERP M) PFD 12,000$199KNo change
BANK OF AMERICA CORP (BAC 4.375 PERP NN) PFD 10,000$185KNo change

Total filed on the 13F, all lines: $815.4M.

Portfolio Sells Q4 2024 → Q1 2025
ADBE Adobe Inc. Reduce -91.1% 0.13% −1.37
TSLA Tesla Inc. Reduce -95.1% 0.05% −1.25
AVGO Broadcom Inc. Reduce -11.9% 2.50% −1.04
STZ Constellation Brands Inc. Class A Sold out 0.00% −0.72
NVDA Nvidia Corp. Reduce -5.1% 3.38% −0.60
EVR Evercore Inc. Class A Reduce -8.8% 1.31% −0.49
DAL Delta Air Lines Inc. Reduce -7.1% 1.30% −0.45
GOOGL Alphabet Inc. Class A Reduce -3.8% 2.85% −0.42
CRM Salesforce Inc. Reduce -3.5% 2.14% −0.35
AMZN Amazon.com Inc. Reduce -5.8% 3.27% −0.33
JBL Jabil Inc. Reduce -13.5% 2.38% −0.24
ETN Eaton Corp. PLC Reduce -1.4% 2.08% −0.24
AAPL Apple Inc. Reduce -5.0% 3.41% −0.24
META Meta Platforms Inc. Class A Reduce -13.8% 2.68% −0.16
NFLX Netflix Inc. Reduce -17.9% 2.41% −0.12
NUE Nucor Corp. Sold out 0.00% −0.06
DIS The Walt Disney Co. Reduce -2.5% 1.13% −0.05
OMC Omnicom Group Reduce -45.6% 0.05% −0.04
CAT Caterpillar Inc. Reduce -2.4% 2.24% −0.03
TSN Tyson Foods Inc. Class A Sold out 0.00% −0.03
AMT American Tower Corp. Reduce -38.0% 0.12% −0.03
GOOG Alphabet Inc. Class C Sold out 0.00% −0.03
NVR NVR Inc. Sold out 0.00% −0.02
FCNCA First Citizens Bcshs Class A Sold out 0.00% −0.02
JPM JPMorgan Chase & Co. Reduce -12.7% 2.24% −0.02
SPY SS SPDR S&P 500 ETF Trust-US Reduce -22.2% 0.04% −0.01
BKNG Booking Holdings Inc. Reduce -3.1% 2.44% −0.01
LOW Lowe's Cos Inc. Reduce -8.8% 0.07% −0.00
SNSXX Schwab US Treasury Money-Inv Sold out 0.00% −0.00
SPG Simon Property Group Inc. Reduce -7.0% 0.25% −0.00
ALL Allstate Corp. Reduce -16.7% 0.03% −0.00
TJX TJX Companies Inc. Reduce -10.1% 0.52% +0.00
FISV Fiserv Inc. Reduce -15.5% 1.84% +0.02
LRCX Lam Research Corp. Reduce -3.6% 0.42% +0.03
ORLY O'reilly Automotive Inc. Reduce -2.4% 0.15% +0.03
TMO Thermo Fisher Scientific Inc. Reduce -3.2% 1.89% +0.05
COF Capital One Financial Corp. Reduce -6.8% 1.61% +0.06
V Visa Inc. Class A Reduce -15.6% 1.94% +0.07
MPC Marathon Petroleum Corp. Reduce -7.5% 1.36% +0.09
WMT Walmart Inc. Reduce -2.2% 2.12% +0.11
FE Firstenergy Corp. Reduce -1.9% 1.46% +0.14
CVX Chevron Corp. Reduce -13.7% 1.49% +0.14
PSX Phillips 66 Reduce -5.9% 1.34% +0.16
SHW The Sherwin-Williams Co. Reduce -1.2% 1.67% +0.19
UNH Unitedhealth Group Inc. Reduce -3.3% 2.01% +0.20
CSCO Cisco Systems Inc. Reduce -2.5% 2.41% +0.28
CB Chubb Ltd. Reduce -1.5% 1.77% +0.29
ABT Abbott Laboratories Reduce -3.4% 1.82% +0.37
ABBV Abbvie Inc. Reduce -5.7% 1.99% +0.38
BRK.B Berkshire Hathaway Inc. Class B Reduce -3.6% 2.09% +0.43

Portfolio Buys Q4 2024 → Q1 2025
VRTX Vertex Pharmaceuticals Inc. Add +24.1% 1.64% +0.65
LLY Eli Lilly & Co. Add +28.0% 1.60% +0.55
FCX Freeport-McMoran Inc. Add +59.5% 1.25% +0.54
PEP Pepsico Inc. Add +30.0% 1.66% +0.49
DUK Duke Energy Corp. Add +16.9% 1.46% +0.47
CRWD CrowdStrike Holdings Inc. Class A Add +16.1% 1.71% +0.42
PG The Procter & Gamble Co. Add +12.6% 1.72% +0.37
QCOM Qualcomm Inc. Add +15.2% 1.63% +0.36
SO The Southern Co. Add +1.9% 1.62% +0.34
PLD Prologis Inc. Add +17.7% 1.01% +0.28
STX Seagate Technology Holdings Add +7.8% 1.63% +0.25
GM General Motors Co. Add +20.6% 1.29% +0.20
EQIX Equinix Inc. Add +15.1% 1.33% +0.13
HD Home Depot Inc. Add +1.1% 2.32% +0.13
BAC Bank of America Corp. Add +1.8% 1.44% +0.10
MRK Merck & Co. Inc. Add +4.1% 1.59% +0.07
AMAT Applied Materials Inc. Add +2.3% 1.77% +0.02
MSFT Microsoft Corp. Add +1.8% 3.27% +0.02
EME Emcor Group Inc. Add +4.8% 1.51% −0.08

Notes & Other Activity Q4 2024 → Q1 2025
APOLLO GLOBAL MANAGEMENT (APO V7.625 09/15/53) PFD New 8,000 $207K
JPM CHASE CAPITAL XXIX (JPM 6.7 04/02/40) PFD New 8,000 $200K

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 88$1.3BSTX, AMAT, CAT, GOOGL, JBL
Q1 2026 89$1.0BGOOGL, NVDA, STX, CAT, JBL
Q4 2025 84$1.0BGOOGL, NVDA, AVGO, AAPL, AMZN
Q3 2025 87$1.0BNVDA, AVGO, GOOGL, MSFT, AAPL
Q2 2025 66$927.4MNVDA, MSFT, AVGO, AMZN, JBL
Q1 2025 65$814.3MAAPL, NVDA, AMZN, MSFT, GOOGL
Q4 2024 72$904.2MNVDA, AAPL, AMZN, AVGO, GOOGL
Q3 2024 73$895.9MNVDA, AAPL, MSFT, AMZN, META
Q2 2024 74$850.6MNVDA, MSFT, GOOGL, AMZN, AAPL
Q1 2024 71$835.2MNVDA, MSFT, AMZN, GOOGL, AVGO