CCM Investment Advisers LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 10, 2025), CCM Investment Advisers LLC reported 87 stock positions worth $1.0 billion. Its top holding was Nvidia (NVDA) at 4.0% of the portfolio, followed by Broadcom (AVGO, 3.6%) and Alphabet Class A (GOOGL, 3.5%). Compared with Q2 2025, it opened 21 new positions, added to 32 and reduced 32. The biggest buy was a new position in Oracle (ORCL) and the biggest sale Salesforce (CRM, shares −69%).
- Most Recent 13F
- Q2 2026
- Location
- COLUMBIA, SC
- CIK
- 0000931097
- Portfolio Value
- $1.0B (Q3 2025)
- SEC Filing
- 0000931097-25-000009 ↗ filed Oct 10, 2025
Holdings Value
Holdings 87 stocks · $1.0B
| NVDA Nvidia Corp. | 4.00% | 217,327 | $40.5M | Reduce -12.6% |
| AVGO Broadcom Inc. | 3.56% | 109,493 | $36.1M | Reduce -6.8% |
| GOOGL Alphabet Inc. Class A | 3.52% | 146,918 | $35.7M | Reduce -2.7% |
| MSFT Microsoft Corp. | 3.32% | 65,063 | $33.7M | Reduce -5.4% |
| AAPL Apple Inc. | 3.24% | 128,985 | $32.8M | Add +2.3% |
| AMZN Amazon.com Inc. | 3.12% | 144,205 | $31.7M | Add +1.7% |
| JBL Jabil Inc. | 2.87% | 133,819 | $29.1M | Reduce -3.0% |
| META Meta Platforms Inc. Class A | 2.75% | 37,916 | $27.8M | Add +0.7% |
| STX Seagate Technology Holdings | 2.70% | 115,995 | $27.4M | Reduce -24.8% |
| CAT Caterpillar Inc. | 2.60% | 55,219 | $26.3M | Reduce -0.7% |
| NFLX Netflix Inc. | 2.40% | 20,266 | $24.3M | Reduce -1.4% |
| JPM JPMorgan Chase & Co. | 2.37% | 76,171 | $24.0M | Add +1.6% |
| ETN Eaton Corp. PLC | 2.26% | 61,337 | $23.0M | Reduce -2.8% |
| HD Home Depot Inc. | 2.23% | 55,909 | $22.7M | Add +4.7% |
| BKNG Booking Holdings Inc. | 2.14% | 4,025 | $21.7M | Reduce -4.1% |
| CSCO Cisco Systems Inc. | 2.14% | 317,553 | $21.7M | Reduce -0.9% |
| AMAT Applied Materials Inc. | 2.08% | 103,026 | $21.1M | Add +1.9% |
| WMT Walmart Inc. | 2.07% | 203,876 | $21.0M | Add +1.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.86% | 38,547 | $18.9M | Add +0.1% |
| EVR Evercore Inc. Class A | 1.86% | 55,812 | $18.8M | Reduce -0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.69% | 34,097 | $17.1M | Add +5.6% |
| ABBV Abbvie Inc. | 1.69% | 73,838 | $17.1M | Reduce -9.3% |
| COF Capital One Financial Corp. | 1.56% | 74,275 | $15.8M | Add +1.0% |
| V Visa Inc. Class A | 1.55% | 45,948 | $15.7M | Add +1.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.53% | 301,037 | $15.5M | Add +1.4% |
| PG The Procter & Gamble Co. | 1.50% | 99,058 | $15.2M | Add +5.2% |
| PEP Pepsico Inc. | 1.49% | 107,611 | $15.1M | Add +2.2% |
| MPC Marathon Petroleum Corp. | 1.44% | 75,883 | $14.6M | Reduce -0.5% |
| DAL Delta Air Lines Inc. | 1.44% | 257,449 | $14.6M | Reduce -1.7% |
| TMO Thermo Fisher Scientific Inc. | 1.43% | 29,887 | $14.5M | Reduce -4.7% |
| SO The Southern Co. | 1.38% | 147,909 | $14.0M | Add +2.0% |
| ORCL Oracle Corp. | 1.38% | 49,757 | $14.0M | New |
| ABT Abbott Laboratories | 1.37% | 103,735 | $13.9M | Reduce -6.5% |
| CB Chubb Ltd. | 1.37% | 49,153 | $13.9M | Add +2.0% |
| SHW The Sherwin-Williams Co. | 1.35% | 39,585 | $13.7M | Add +1.1% |
| FE Firstenergy Corp. | 1.34% | 297,134 | $13.6M | Add +1.0% |
| GM General Motors Co. | 1.33% | 221,135 | $13.5M | Reduce -6.9% |
| LLY Eli Lilly & Co. | 1.32% | 17,516 | $13.4M | Add +1.1% |
| MRK Merck & Co. Inc. | 1.30% | 156,771 | $13.2M | Reduce -6.2% |
| PSX Phillips 66 | 1.26% | 94,085 | $12.8M | Add +4.4% |
| DUK Duke Energy Corp. | 1.22% | 99,823 | $12.4M | Add +1.4% |
| KLAC KLA Corp. | 1.19% | 11,189 | $12.1M | New |
| LMT Lockheed Martin Corp. | 1.17% | 23,768 | $11.9M | Add +33.9% |
| MDT Medtronic PLC | 1.16% | 123,532 | $11.8M | Add +33.4% |
| FCX Freeport-McMoran Inc. | 1.14% | 295,400 | $11.6M | Add +6.1% |
| CVX Chevron Corp. | 1.12% | 73,294 | $11.4M | Add +0.7% |
| AMD Advanced Micro Devices | 1.10% | 68,820 | $11.1M | New |
| VRTX Vertex Pharmaceuticals Inc. | 1.09% | 28,309 | $11.1M | Reduce -4.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.09% | 96,213 | $11.0M | Add +1.0% |
| EQIX Equinix Inc. | 1.00% | 12,945 | $10.1M | Reduce -2.8% |
| PLD Prologis Inc. | 0.99% | 87,463 | $10.0M | Add +11.0% |
| FISV Fiserv Inc. | 0.94% | 74,140 | $9.6M | Add +4.3% |
| SNPS Synopsys Inc. | 0.94% | 19,323 | $9.5M | New |
| LRCX Lam Research Corp. | 0.59% | 44,555 | $6.0M | Reduce -5.2% |
| EME Emcor Group Inc. | 0.53% | 8,282 | $5.4M | Reduce -44.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.49% | 34,464 | $5.0M | Reduce -1.4% |
| CRM Salesforce Inc. | 0.47% | 20,324 | $4.8M | Reduce -68.9% |
| MPWR Monolithic Power Systems Inc. | 0.45% | 4,912 | $4.5M | New |
| SPG Simon Property Group Inc. | 0.23% | 12,180 | $2.3M | Reduce -2.2% |
| QCOM Qualcomm Inc. | 0.16% | 9,912 | $1.6M | Reduce -88.8% |
| ORLY O'reilly Automotive Inc. | 0.13% | 12,345 | $1.3M | Reduce -1.0% |
| IBIT iShares Bitcoin Trust ETF | 0.09% | 13,885 | $903K | No change |
| AMT American Tower Corp. | 0.08% | 4,400 | $846K | Reduce -5.2% |
| USPRX Victory 500 Index-RWRD | 0.06% | 7,735 | $647K | New |
| LOW Lowe's Cos Inc. | 0.06% | 2,425 | $609K | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 0.06% | 2,411 | $587K | Add +105.9% |
| VSIGX Vanguard I/T Trsry Indx-Adm | 0.05% | 26,769 | $541K | New |
| VIG Vanguard Dividend Apprec ETF | 0.05% | 2,381 | $514K | New |
| VFIRX Vanguard SHRT TRM Treas-Adm | 0.05% | 50,707 | $504K | New |
| IVV iShares Core S&P 500 ETF | 0.05% | 748 | $501K | New |
| UNH Unitedhealth Group Inc. | 0.05% | 1,420 | $490K | Reduce -83.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.04% | 663 | $442K | Add +6.1% |
| KO The Coca-Cola Co. | 0.03% | 4,152 | $275K | New |
| MA Mastercard Inc. Class A | 0.03% | 459 | $261K | New |
| ADBE Adobe Inc. | 0.03% | 726 | $256K | Add +3.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.03% | 779 | $256K | New |
| XOM Exxon Mobil Corp. | 0.02% | 2,168 | $245K | Add +1.4% |
| MCD McDonald's Corp. | 0.02% | 772 | $235K | New |
| AZN Astrazeneca PLC-Spons ADR | 0.02% | 3,041 | $233K | New |
| PTSHX PIMCO Short-Term Fund-Inst | 0.02% | 23,445 | $227K | New |
| AZO AutoZone Inc. | 0.02% | 51 | $219K | New |
| ALL Allstate Corp. | 0.02% | 1,000 | $215K | No change |
| GD General Dynamics Corp. | 0.02% | 625 | $213K | New |
| BSX Boston Scientific Corp. | 0.02% | 2,181 | $213K | New |
| NVR NVR Inc. | 0.02% | 26 | $209K | New |
| SNVXX Schwab Govt MNY FND-Inv | 0.02% | 156,794 | $157K | Reduce -25.6% |
| PIMIX PIMCO Income Fund-Ins | 0.01% | 10,367 | $113K | New |
Other holdings (6): bonds, preferreds, convertibles and warrants · $1.2M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| PUBLIC STORAGE (PSA 4.7 PERP J) | PFD | 12,000 | $239K | No change |
| APOLLO GLOBAL MANAGEMENT (APO V7.625 09/15/53) | PFD | 8,000 | $210K | No change |
| JPM CHASE CAPITAL XXIX (JPM 6.7 04/02/40) | PFD | 8,000 | $203K | No change |
| US BANCORP (USB 4 PERP M) | PFD | 12,000 | $202K | No change |
| AT&T INC (T 5.35 11/01/66) | Preferred Stock | 8,750 | $202K | New |
| BANK OF AMERICA CORP (BAC 4.375 PERP NN) | PFD | 10,000 | $186K | No change |
Total filed on the 13F, all lines: $1.0B.
Portfolio Sells Q2 2025 → Q3 2025
| CRM Salesforce Inc. | Reduce -68.9% | 0.47% | −1.44 |
| QCOM Qualcomm Inc. | Reduce -88.8% | 0.16% | −1.36 |
| NFLX Netflix Inc. | Reduce -1.4% | 2.40% | −0.57 |
| BKNG Booking Holdings Inc. | Reduce -4.1% | 2.14% | −0.48 |
| JBL Jabil Inc. | Reduce -3.0% | 2.87% | −0.38 |
| MSFT Microsoft Corp. | Reduce -5.4% | 3.32% | −0.37 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -4.4% | 1.09% | −0.33 |
| EME Emcor Group Inc. | Reduce -44.2% | 0.53% | −0.33 |
| ABT Abbott Laboratories | Reduce -6.5% | 1.37% | −0.26 |
| CSCO Cisco Systems Inc. | Reduce -0.9% | 2.14% | −0.26 |
| NVDA Nvidia Corp. | Reduce -12.6% | 4.00% | −0.24 |
| UNH Unitedhealth Group Inc. | Reduce -83.1% | 0.05% | −0.23 |
| ETN Eaton Corp. PLC | Reduce -2.8% | 2.26% | −0.17 |
| EQIX Equinix Inc. | Reduce -2.8% | 1.00% | −0.14 |
| MRK Merck & Co. Inc. | Reduce -6.2% | 1.30% | −0.13 |
| AMT American Tower Corp. | Reduce -5.2% | 0.08% | −0.03 |
| SNVXX Schwab Govt MNY FND-Inv | Reduce -25.6% | 0.02% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -0.2% | 0.06% | +0.00 |
| SPG Simon Property Group Inc. | Reduce -2.2% | 0.23% | +0.01 |
| ORLY O'reilly Automotive Inc. | Reduce -1.0% | 0.13% | +0.01 |
| TJX TJX Companies Inc. | Reduce -1.4% | 0.49% | +0.03 |
| DAL Delta Air Lines Inc. | Reduce -1.7% | 1.44% | +0.05 |
| ABBV Abbvie Inc. | Reduce -9.3% | 1.69% | +0.06 |
| TMO Thermo Fisher Scientific Inc. | Reduce -4.7% | 1.43% | +0.06 |
| GM General Motors Co. | Reduce -6.9% | 1.33% | +0.07 |
| AVGO Broadcom Inc. | Reduce -6.8% | 3.56% | +0.07 |
| MPC Marathon Petroleum Corp. | Reduce -0.5% | 1.44% | +0.08 |
| LRCX Lam Research Corp. | Reduce -5.2% | 0.59% | +0.09 |
| EVR Evercore Inc. Class A | Reduce -0.4% | 1.86% | +0.22 |
| CAT Caterpillar Inc. | Reduce -0.7% | 2.60% | +0.27 |
| STX Seagate Technology Holdings | Reduce -24.8% | 2.70% | +0.30 |
| GOOGL Alphabet Inc. Class A | Reduce -2.7% | 3.52% | +0.65 |
Portfolio Buys Q2 2025 → Q3 2025
| ORCL Oracle Corp. | New | 1.38% | +1.38 |
| KLAC KLA Corp. | New | 1.19% | +1.19 |
| AMD Advanced Micro Devices | New | 1.10% | +1.10 |
| SNPS Synopsys Inc. | New | 0.94% | +0.94 |
| AAPL Apple Inc. | Add +2.3% | 3.24% | +0.45 |
| MPWR Monolithic Power Systems Inc. | New | 0.45% | +0.45 |
| MDT Medtronic PLC | Add +33.4% | 1.16% | +0.29 |
| LMT Lockheed Martin Corp. | Add +33.9% | 1.17% | +0.28 |
| HD Home Depot Inc. | Add +4.7% | 2.23% | +0.12 |
| PSX Phillips 66 | Add +4.4% | 1.26% | +0.10 |
| PLD Prologis Inc. | Add +11.0% | 0.99% | +0.09 |
| AMAT Applied Materials Inc. | Add +1.9% | 2.08% | +0.08 |
| FE Firstenergy Corp. | Add +1.0% | 1.34% | +0.07 |
| USPRX Victory 500 Index-RWRD | New | 0.06% | +0.06 |
| VSIGX Vanguard I/T Trsry Indx-Adm | New | 0.05% | +0.05 |
| VIG Vanguard Dividend Apprec ETF | New | 0.05% | +0.05 |
| VFIRX Vanguard SHRT TRM Treas-Adm | New | 0.05% | +0.05 |
| IVV iShares Core S&P 500 ETF | New | 0.05% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +105.9% | 0.06% | +0.04 |
| KO The Coca-Cola Co. | New | 0.03% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +1.6% | 2.37% | +0.03 |
| MA Mastercard Inc. Class A | New | 0.03% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.03% | +0.03 |
| MCD McDonald's Corp. | New | 0.02% | +0.02 |
| AZN Astrazeneca PLC-Spons ADR | New | 0.02% | +0.02 |
| PTSHX PIMCO Short-Term Fund-Inst | New | 0.02% | +0.02 |
| AZO AutoZone Inc. | New | 0.02% | +0.02 |
| BSX Boston Scientific Corp. | New | 0.02% | +0.02 |
| GD General Dynamics Corp. | New | 0.02% | +0.02 |
| NVR NVR Inc. | New | 0.02% | +0.02 |
| BAC Bank of America Corp. | Add +1.4% | 1.53% | +0.02 |
| PIMIX PIMCO Income Fund-Ins | New | 0.01% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.1% | 0.04% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.6% | 1.69% | −0.00 |
| XOM Exxon Mobil Corp. | Add +1.4% | 0.02% | −0.00 |
| CVX Chevron Corp. | Add +0.7% | 1.12% | −0.00 |
| ADBE Adobe Inc. | Add +3.4% | 0.03% | −0.00 |
| PEP Pepsico Inc. | Add +2.2% | 1.49% | −0.01 |
| DUK Duke Energy Corp. | Add +1.4% | 1.22% | −0.03 |
| WMT Walmart Inc. | Add +1.9% | 2.07% | −0.04 |
| SO The Southern Co. | Add +2.0% | 1.38% | −0.05 |
| SHW The Sherwin-Williams Co. | Add +1.1% | 1.35% | −0.10 |
| PG The Procter & Gamble Co. | Add +5.2% | 1.50% | −0.12 |
| COF Capital One Financial Corp. | Add +1.0% | 1.56% | −0.13 |
| CB Chubb Ltd. | Add +2.0% | 1.37% | −0.14 |
| LLY Eli Lilly & Co. | Add +1.1% | 1.32% | −0.14 |
| FCX Freeport-McMoran Inc. | Add +6.1% | 1.14% | −0.16 |
| DIS The Walt Disney Co. | Add +1.0% | 1.09% | −0.19 |
| V Visa Inc. Class A | Add +1.4% | 1.55% | −0.19 |
| AMZN Amazon.com Inc. | Add +1.7% | 3.12% | −0.23 |
Notes & Other Activity Q2 2025 → Q3 2025
| AT&T INC (T 5.35 11/01/66) | Preferred Stock | New | 8,750 | $202K |
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 |