CCM Investment Advisers LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 15, 2025), CCM Investment Advisers LLC reported 66 stock positions worth $927.4 million. Its top holding was Nvidia (NVDA) at 4.2% of the portfolio, followed by Microsoft (MSFT, 3.7%) and Broadcom (AVGO, 3.5%). Compared with Q1 2025, it opened 4 new positions, sold out of 3, added to 44 and reduced 14. The biggest buy was a new position in Lockheed Martin (LMT) and the biggest sale Unitedhealth (UNH, shares −73%).
- Most Recent 13F
- Q2 2026
- Location
- COLUMBIA, SC
- CIK
- 0000931097
- Portfolio Value
- $927.4M (Q2 2025)
- SEC Filing
- 0000931097-25-000004 ↗ filed Jul 15, 2025
Holdings Value
Holdings 66 stocks · $927.4M
| NVDA Nvidia Corp. | 4.24% | 248,689 | $39.3M | Reduce -2.2% |
| MSFT Microsoft Corp. | 3.69% | 68,790 | $34.2M | Reduce -2.9% |
| AVGO Broadcom Inc. | 3.49% | 117,477 | $32.4M | Reduce -3.4% |
| AMZN Amazon.com Inc. | 3.35% | 141,785 | $31.1M | Add +1.2% |
| JBL Jabil Inc. | 3.25% | 137,998 | $30.1M | Reduce -3.2% |
| META Meta Platforms Inc. Class A | 3.00% | 37,643 | $27.8M | Reduce -0.5% |
| NFLX Netflix Inc. | 2.97% | 20,547 | $27.5M | Reduce -2.4% |
| GOOGL Alphabet Inc. Class A | 2.87% | 151,028 | $26.6M | Add +0.7% |
| AAPL Apple Inc. | 2.79% | 126,092 | $25.9M | Add +0.7% |
| BKNG Booking Holdings Inc. | 2.62% | 4,199 | $24.3M | Reduce -2.7% |
| ETN Eaton Corp. PLC | 2.43% | 63,108 | $22.5M | Add +1.3% |
| STX Seagate Technology Holdings | 2.40% | 154,333 | $22.3M | Reduce -1.5% |
| CSCO Cisco Systems Inc. | 2.40% | 320,519 | $22.2M | Add +0.7% |
| JPM JPMorgan Chase & Co. | 2.34% | 74,943 | $21.7M | Add +0.7% |
| CAT Caterpillar Inc. | 2.33% | 55,589 | $21.6M | Add +0.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 2.12% | 38,524 | $19.6M | Reduce -2.5% |
| HD Home Depot Inc. | 2.11% | 53,382 | $19.6M | Add +3.7% |
| WMT Walmart Inc. | 2.11% | 200,061 | $19.6M | Add +1.8% |
| AMAT Applied Materials Inc. | 2.00% | 101,087 | $18.5M | Add +1.9% |
| CRM Salesforce Inc. | 1.92% | 65,261 | $17.8M | Add +0.5% |
| V Visa Inc. Class A | 1.73% | 45,309 | $16.1M | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.69% | 32,288 | $15.7M | Add +1.3% |
| COF Capital One Financial Corp. | 1.69% | 73,562 | $15.7M | Add +0.8% |
| EVR Evercore Inc. Class A | 1.63% | 56,057 | $15.1M | Add +4.9% |
| ABBV Abbvie Inc. | 1.63% | 81,423 | $15.1M | Add +5.0% |
| ABT Abbott Laboratories | 1.63% | 110,986 | $15.1M | Reduce -0.9% |
| PG The Procter & Gamble Co. | 1.62% | 94,199 | $15.0M | Add +14.9% |
| QCOM Qualcomm Inc. | 1.52% | 88,455 | $14.1M | Add +2.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.52% | 296,941 | $14.1M | Add +6.0% |
| CB Chubb Ltd. | 1.50% | 48,169 | $14.0M | Add +0.7% |
| PEP Pepsico Inc. | 1.50% | 105,256 | $13.9M | Add +17.0% |
| LLY Eli Lilly & Co. | 1.46% | 17,322 | $13.5M | Add +9.7% |
| SHW The Sherwin-Williams Co. | 1.45% | 39,149 | $13.4M | Add +0.8% |
| SO The Southern Co. | 1.44% | 145,040 | $13.3M | Add +1.4% |
| MRK Merck & Co. Inc. | 1.43% | 167,108 | $13.2M | Add +15.6% |
| VRTX Vertex Pharmaceuticals Inc. | 1.42% | 29,615 | $13.2M | Add +7.5% |
| DAL Delta Air Lines Inc. | 1.39% | 261,837 | $12.9M | Add +8.2% |
| TMO Thermo Fisher Scientific Inc. | 1.37% | 31,344 | $12.7M | Add +1.4% |
| MPC Marathon Petroleum Corp. | 1.37% | 76,241 | $12.7M | Add +0.4% |
| FISV Fiserv Inc. | 1.32% | 71,058 | $12.3M | Add +4.7% |
| FCX Freeport-McMoran Inc. | 1.30% | 278,369 | $12.1M | Add +3.5% |
| FE Firstenergy Corp. | 1.28% | 294,113 | $11.8M | Add +0.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.27% | 95,220 | $11.8M | Add +1.7% |
| GM General Motors Co. | 1.26% | 237,465 | $11.7M | Add +5.9% |
| DUK Duke Energy Corp. | 1.25% | 98,412 | $11.6M | Add +0.7% |
| PSX Phillips 66 | 1.16% | 90,094 | $10.7M | Add +2.1% |
| EQIX Equinix Inc. | 1.14% | 13,322 | $10.6M | Add +0.5% |
| CVX Chevron Corp. | 1.12% | 72,761 | $10.4M | Add +0.6% |
| PLD Prologis Inc. | 0.89% | 78,810 | $8.3M | Add +7.4% |
| LMT Lockheed Martin Corp. | 0.89% | 17,748 | $8.2M | New |
| MDT Medtronic PLC | 0.87% | 92,593 | $8.1M | New |
| EME Emcor Group Inc. | 0.86% | 14,834 | $7.9M | Reduce -55.3% |
| LRCX Lam Research Corp. | 0.49% | 47,015 | $4.6M | Add +0.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.47% | 34,937 | $4.3M | Add +0.4% |
| UNH Unitedhealth Group Inc. | 0.28% | 8,416 | $2.6M | Reduce -73.1% |
| SPG Simon Property Group Inc. | 0.22% | 12,455 | $2.0M | Reduce -0.3% |
| ORLY O'reilly Automotive Inc. | 0.12% | 12,465 | $1.1M | Add +0.4% |
| AMT American Tower Corp. | 0.11% | 4,640 | $1.0M | No change |
| IBIT iShares Bitcoin Trust ETF | 0.09% | 13,885 | $850K | No change |
| LOW Lowe's Cos Inc. | 0.06% | 2,430 | $539K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.04% | 625 | $386K | Add +3.1% |
| ADBE Adobe Inc. | 0.03% | 702 | $272K | Reduce -74.1% |
| XOM Exxon Mobil Corp. | 0.02% | 2,138 | $231K | Add +0.5% |
| SNVXX Schwab Govt MNY FND-Inv | 0.02% | 210,678 | $211K | New |
| GOOG Alphabet Inc. Class C | 0.02% | 1,171 | $208K | New |
| ALL Allstate Corp. | 0.02% | 1,000 | $201K | No change |
Other holdings (5): bonds, preferreds, convertibles and warrants · $1.0M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| PUBLIC STORAGE (PSA 4.7 PERP J) | PFD | 12,000 | $221K | No change |
| APOLLO GLOBAL MANAGEMENT (APO V7.625 09/15/53) | PFD | 8,000 | $208K | No change |
| JPM CHASE CAPITAL XXIX (JPM 6.7 04/02/40) | PFD | 8,000 | $202K | No change |
| US BANCORP (USB 4 PERP M) | PFD | 12,000 | $193K | No change |
| BANK OF AMERICA CORP (BAC 4.375 PERP NN) | PFD | 10,000 | $180K | No change |
Total filed on the 13F, all lines: $928.4M.
Portfolio Sells Q1 2025 → Q2 2025
| UNH Unitedhealth Group Inc. | Reduce -73.1% | 0.28% | −1.73 |
| EME Emcor Group Inc. | Reduce -55.3% | 0.86% | −0.65 |
| ABT Abbott Laboratories | Reduce -0.9% | 1.63% | −0.20 |
| ADBE Adobe Inc. | Reduce -74.1% | 0.03% | −0.10 |
| OMC Omnicom Group | Sold out | 0.00% | −0.05 |
| OPGSX Invesco Gold & Spec Min-A | Sold out | 0.00% | −0.05 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.05 |
| SPG Simon Property Group Inc. | Reduce -0.3% | 0.22% | −0.04 |
| BKNG Booking Holdings Inc. | Reduce -2.7% | 2.62% | +0.18 |
| META Meta Platforms Inc. Class A | Reduce -0.5% | 3.00% | +0.32 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -2.5% | 2.12% | +0.40 |
| MSFT Microsoft Corp. | Reduce -2.9% | 3.69% | +0.42 |
| NFLX Netflix Inc. | Reduce -2.4% | 2.97% | +0.56 |
| STX Seagate Technology Holdings | Reduce -1.5% | 2.40% | +0.77 |
| NVDA Nvidia Corp. | Reduce -2.2% | 4.24% | +0.85 |
| JBL Jabil Inc. | Reduce -3.2% | 3.25% | +0.86 |
| AVGO Broadcom Inc. | Reduce -3.4% | 3.49% | +0.99 |
Portfolio Buys Q1 2025 → Q2 2025
| LMT Lockheed Martin Corp. | New | 0.89% | +0.89 |
| MDT Medtronic PLC | New | 0.87% | +0.87 |
| ETN Eaton Corp. PLC | Add +1.3% | 2.43% | +0.35 |
| EVR Evercore Inc. Class A | Add +4.9% | 1.63% | +0.32 |
| AMAT Applied Materials Inc. | Add +1.9% | 2.00% | +0.23 |
| DIS The Walt Disney Co. | Add +1.7% | 1.27% | +0.14 |
| JPM JPMorgan Chase & Co. | Add +0.7% | 2.34% | +0.10 |
| DAL Delta Air Lines Inc. | Add +8.2% | 1.39% | +0.09 |
| CAT Caterpillar Inc. | Add +0.3% | 2.33% | +0.08 |
| AMZN Amazon.com Inc. | Add +1.2% | 3.35% | +0.08 |
| COF Capital One Financial Corp. | Add +0.8% | 1.69% | +0.08 |
| BAC Bank of America Corp. | Add +6.0% | 1.52% | +0.08 |
| LRCX Lam Research Corp. | Add +0.8% | 0.49% | +0.08 |
| FCX Freeport-McMoran Inc. | Add +3.5% | 1.30% | +0.05 |
| SNVXX Schwab Govt MNY FND-Inv | New | 0.02% | +0.02 |
| GOOG Alphabet Inc. Class C | New | 0.02% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +0.7% | 2.87% | +0.02 |
| MPC Marathon Petroleum Corp. | Add +0.4% | 1.37% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +3.1% | 0.04% | 0.00 |
| XOM Exxon Mobil Corp. | Add +0.5% | 0.02% | −0.01 |
| WMT Walmart Inc. | Add +1.8% | 2.11% | −0.01 |
| CSCO Cisco Systems Inc. | Add +0.7% | 2.40% | −0.01 |
| ORLY O'reilly Automotive Inc. | Add +0.4% | 0.12% | −0.02 |
| GM General Motors Co. | Add +5.9% | 1.26% | −0.03 |
| TJX TJX Companies Inc. | Add +0.4% | 0.47% | −0.06 |
| PG The Procter & Gamble Co. | Add +14.9% | 1.62% | −0.10 |
| PLD Prologis Inc. | Add +7.4% | 0.89% | −0.11 |
| QCOM Qualcomm Inc. | Add +2.1% | 1.52% | −0.12 |
| LLY Eli Lilly & Co. | Add +9.7% | 1.46% | −0.15 |
| PEP Pepsico Inc. | Add +17.0% | 1.50% | −0.16 |
| MRK Merck & Co. Inc. | Add +15.6% | 1.43% | −0.17 |
| FE Firstenergy Corp. | Add +0.3% | 1.28% | −0.18 |
| PSX Phillips 66 | Add +2.1% | 1.16% | −0.18 |
| SO The Southern Co. | Add +1.4% | 1.44% | −0.18 |
| EQIX Equinix Inc. | Add +0.5% | 1.14% | −0.18 |
| HD Home Depot Inc. | Add +3.7% | 2.11% | −0.21 |
| V Visa Inc. Class A | Add +0.3% | 1.73% | −0.21 |
| DUK Duke Energy Corp. | Add +0.7% | 1.25% | −0.21 |
| SHW The Sherwin-Williams Co. | Add +0.8% | 1.45% | −0.22 |
| VRTX Vertex Pharmaceuticals Inc. | Add +7.5% | 1.42% | −0.22 |
| CRM Salesforce Inc. | Add +0.5% | 1.92% | −0.22 |
| CB Chubb Ltd. | Add +0.7% | 1.50% | −0.27 |
| CVX Chevron Corp. | Add +0.6% | 1.12% | −0.36 |
| ABBV Abbvie Inc. | Add +5.0% | 1.63% | −0.36 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.3% | 1.69% | −0.39 |
| TMO Thermo Fisher Scientific Inc. | Add +1.4% | 1.37% | −0.52 |
| FISV Fiserv Inc. | Add +4.7% | 1.32% | −0.52 |
| AAPL Apple Inc. | Add +0.7% | 2.79% | −0.62 |
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 |