CCM Investment Advisers LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 12, 2026), CCM Investment Advisers LLC reported 84 stock positions worth $1.0 billion. Its top holding was Alphabet Class A (GOOGL) at 4.1% of the portfolio, followed by Nvidia (NVDA, 3.8%) and Broadcom (AVGO, 3.3%). Compared with Q3 2025, it opened 5 new positions, sold out of 8, added to 34 and reduced 38. The biggest buy was a new position in State Street (STT) and the biggest sale Fiserv (FISV, shares −90%).
- Most Recent 13F
- Q2 2026
- Location
- COLUMBIA, SC
- CIK
- 0000931097
- Portfolio Value
- $1.0B (Q4 2025)
- SEC Filing
- 0000931097-26-000001 ↗ filed Jan 12, 2026
Holdings Value
Holdings 84 stocks · $1.0B
| GOOGL Alphabet Inc. Class A | 4.10% | 136,768 | $42.8M | Reduce -6.9% |
| NVDA Nvidia Corp. | 3.81% | 212,982 | $39.7M | Reduce -2.0% |
| AVGO Broadcom Inc. | 3.34% | 100,655 | $34.8M | Reduce -8.1% |
| AAPL Apple Inc. | 3.28% | 125,892 | $34.2M | Reduce -2.4% |
| AMZN Amazon.com Inc. | 3.26% | 147,399 | $34.0M | Add +2.2% |
| MSFT Microsoft Corp. | 2.97% | 63,992 | $30.9M | Reduce -1.6% |
| JBL Jabil Inc. | 2.87% | 131,470 | $30.0M | Reduce -1.8% |
| CAT Caterpillar Inc. | 2.82% | 51,365 | $29.4M | Reduce -7.0% |
| STX Seagate Technology Holdings | 2.70% | 102,281 | $28.2M | Reduce -11.8% |
| META Meta Platforms Inc. Class A | 2.47% | 38,987 | $25.7M | Add +2.8% |
| JPM JPMorgan Chase & Co. | 2.34% | 75,942 | $24.5M | Reduce -0.3% |
| AMAT Applied Materials Inc. | 2.27% | 92,338 | $23.7M | Reduce -10.4% |
| CSCO Cisco Systems Inc. | 2.18% | 295,448 | $22.8M | Reduce -7.0% |
| WMT Walmart Inc. | 2.17% | 202,966 | $22.6M | Reduce -0.5% |
| BKNG Booking Holdings Inc. | 2.10% | 4,087 | $21.9M | Add +1.5% |
| HD Home Depot Inc. | 1.96% | 59,440 | $20.5M | Add +6.3% |
| NFLX Netflix Inc. | 1.95% | 217,007 | $20.3M | Add +7.1% |
| ETN Eaton Corp. PLC | 1.88% | 61,547 | $19.6M | Add +0.3% |
| EVR Evercore Inc. Class A | 1.82% | 55,862 | $19.0M | Add +0.1% |
| LLY Eli Lilly & Co. | 1.76% | 17,114 | $18.4M | Reduce -2.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.74% | 36,136 | $18.2M | Add +6.0% |
| COF Capital One Financial Corp. | 1.74% | 74,896 | $18.2M | Add +0.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.69% | 37,629 | $17.6M | Reduce -2.4% |
| DAL Delta Air Lines Inc. | 1.64% | 247,128 | $17.2M | Reduce -4.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.61% | 305,583 | $16.8M | Add +1.5% |
| V Visa Inc. Class A | 1.60% | 47,483 | $16.7M | Add +3.3% |
| ABBV Abbvie Inc. | 1.59% | 72,711 | $16.6M | Reduce -1.5% |
| MRK Merck & Co. Inc. | 1.54% | 152,740 | $16.1M | Reduce -2.6% |
| TMO Thermo Fisher Scientific Inc. | 1.54% | 27,724 | $16.1M | Reduce -7.2% |
| CB Chubb Ltd. | 1.54% | 51,338 | $16.0M | Add +4.5% |
| GM General Motors Co. | 1.51% | 193,211 | $15.7M | Reduce -12.6% |
| PEP Pepsico Inc. | 1.48% | 107,464 | $15.4M | Reduce -0.1% |
| FCX Freeport-McMoran Inc. | 1.46% | 300,592 | $15.3M | Add +1.8% |
| AMD Advanced Micro Devices | 1.45% | 70,521 | $15.1M | Add +2.5% |
| PG The Procter & Gamble Co. | 1.42% | 103,609 | $14.8M | Add +4.6% |
| KLAC KLA Corp. | 1.42% | 12,210 | $14.8M | Add +9.1% |
| SO The Southern Co. | 1.37% | 163,407 | $14.2M | Add +10.5% |
| FE Firstenergy Corp. | 1.31% | 304,484 | $13.6M | Add +2.5% |
| LMT Lockheed Martin Corp. | 1.27% | 27,495 | $13.3M | Add +15.7% |
| SHW The Sherwin-Williams Co. | 1.25% | 40,257 | $13.0M | Add +1.7% |
| ABT Abbott Laboratories | 1.23% | 102,601 | $12.9M | Reduce -1.1% |
| MPC Marathon Petroleum Corp. | 1.19% | 76,304 | $12.4M | Add +0.6% |
| PSX Phillips 66 | 1.17% | 94,574 | $12.2M | Add +0.5% |
| DUK Duke Energy Corp. | 1.16% | 103,702 | $12.2M | Add +3.9% |
| VRTX Vertex Pharmaceuticals Inc. | 1.14% | 26,249 | $11.9M | Reduce -7.3% |
| SNPS Synopsys Inc. | 1.13% | 25,128 | $11.8M | Add +30.0% |
| MDT Medtronic PLC | 1.12% | 121,422 | $11.7M | Reduce -1.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.11% | 101,656 | $11.6M | Add +5.7% |
| PLD Prologis Inc. | 1.10% | 89,591 | $11.4M | Add +2.4% |
| CVX Chevron Corp. | 1.08% | 73,982 | $11.3M | Add +0.9% |
| STT State Street Corp. | 0.95% | 76,879 | $9.9M | New |
| EQIX Equinix Inc. | 0.88% | 12,041 | $9.2M | Reduce -7.0% |
| ORCL Oracle Corp. | 0.73% | 38,998 | $7.6M | Reduce -21.6% |
| LRCX Lam Research Corp. | 0.72% | 43,920 | $7.5M | Reduce -1.4% |
| MPWR Monolithic Power Systems Inc. | 0.61% | 7,061 | $6.4M | Add +43.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.49% | 33,442 | $5.1M | Reduce -3.0% |
| CRM Salesforce Inc. | 0.42% | 16,705 | $4.4M | Reduce -17.8% |
| EME Emcor Group Inc. | 0.33% | 5,686 | $3.5M | Reduce -31.4% |
| SPG Simon Property Group Inc. | 0.21% | 12,120 | $2.2M | Reduce -0.5% |
| ORLY O'reilly Automotive Inc. | 0.10% | 11,795 | $1.1M | Reduce -4.5% |
| QCOM Qualcomm Inc. | 0.09% | 5,698 | $975K | Reduce -42.5% |
| GOOG Alphabet Inc. Class C | 0.08% | 2,567 | $806K | Add +6.5% |
| IBIT iShares Bitcoin Trust ETF | 0.07% | 13,885 | $689K | No change |
| USPRX Victory 500 Index-RWRD | 0.06% | 8,004 | $662K | Add +3.5% |
| IVV iShares Core S&P 500 ETF | 0.06% | 873 | $598K | Add +16.7% |
| LOW Lowe's Cos Inc. | 0.06% | 2,425 | $585K | No change |
| AMT American Tower Corp. | 0.05% | 2,900 | $509K | Reduce -34.1% |
| FISV Fiserv Inc. | 0.05% | 7,347 | $494K | Reduce -90.1% |
| VIG Vanguard Dividend Apprec ETF | 0.05% | 2,200 | $484K | Reduce -7.6% |
| UNH Unitedhealth Group Inc. | 0.04% | 1,420 | $469K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.04% | 674 | $460K | Add +1.7% |
| MA Mastercard Inc. Class A | 0.03% | 487 | $278K | Add +6.1% |
| KO The Coca-Cola Co. | 0.03% | 3,973 | $278K | Reduce -4.3% |
| AZN Astrazeneca PLC-Spons ADR | 0.03% | 2,988 | $275K | Reduce -1.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.03% | 779 | $261K | No change |
| XOM Exxon Mobil Corp. | 0.02% | 2,098 | $253K | Reduce -3.2% |
| MCD McDonald's Corp. | 0.02% | 772 | $236K | No change |
| ISRG Intuitive Surgical Inc. | 0.02% | 388 | $220K | New |
| FCNCA First Citizens Bcshs Class A | 0.02% | 100 | $215K | New |
| GD General Dynamics Corp. | 0.02% | 625 | $210K | No change |
| ALL Allstate Corp. | 0.02% | 1,000 | $208K | No change |
| AMGN Amgen Inc. | 0.02% | 631 | $207K | New |
| SNVXX Schwab Govt MNY FND-Inv | 0.02% | 159,740 | $160K | Add +1.9% |
| SWVXX Schwa Prime Adv Money FD-Inv filed as SCHWAB PRIME ADVANTAGE MONEY INVESTOR | 0.00% | 15,013 | $15K | New |
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 | $224K | No change |
| APOLLO GLOBAL MANAGEMENT (APO V7.625 09/15/53) | PFD | 8,000 | $211K | No change |
| JPM CHASE CAPITAL XXIX (JPM 6.7 04/02/40) | PFD | 8,000 | $201K | No change |
| US BANCORP (USB 4 PERP M) | PFD | 12,000 | $196K | No change |
| BANK OF AMERICA CORP (BAC 4.375 PERP NN) | PFD | 10,000 | $181K | No change |
Total filed on the 13F, all lines: $1.0B.
Portfolio Sells Q3 2025 → Q4 2025
| FISV Fiserv Inc. | Reduce -90.1% | 0.05% | −0.90 |
| ORCL Oracle Corp. | Reduce -21.6% | 0.73% | −0.65 |
| MSFT Microsoft Corp. | Reduce -1.6% | 2.97% | −0.36 |
| AVGO Broadcom Inc. | Reduce -8.1% | 3.34% | −0.22 |
| EME Emcor Group Inc. | Reduce -31.4% | 0.33% | −0.20 |
| NVDA Nvidia Corp. | Reduce -2.0% | 3.81% | −0.19 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -2.4% | 1.69% | −0.17 |
| ABT Abbott Laboratories | Reduce -1.1% | 1.23% | −0.14 |
| EQIX Equinix Inc. | Reduce -7.0% | 0.88% | −0.12 |
| ABBV Abbvie Inc. | Reduce -1.5% | 1.59% | −0.09 |
| QCOM Qualcomm Inc. | Reduce -42.5% | 0.09% | −0.07 |
| VSIGX Vanguard I/T Trsry Indx-Adm | Sold out | 0.00% | −0.05 |
| CRM Salesforce Inc. | Reduce -17.8% | 0.42% | −0.05 |
| VFIRX Vanguard SHRT TRM Treas-Adm | Sold out | 0.00% | −0.05 |
| MDT Medtronic PLC | Reduce -1.7% | 1.12% | −0.04 |
| AMT American Tower Corp. | Reduce -34.1% | 0.05% | −0.03 |
| ORLY O'reilly Automotive Inc. | Reduce -4.5% | 0.10% | −0.03 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -0.3% | 2.34% | −0.03 |
| PTSHX PIMCO Short-Term Fund-Inst | Sold out | 0.00% | −0.02 |
| AZO AutoZone Inc. | Sold out | 0.00% | −0.02 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.02 |
| NVR NVR Inc. | Sold out | 0.00% | −0.02 |
| PEP Pepsico Inc. | Reduce -0.1% | 1.48% | −0.01 |
| PIMIX PIMCO Income Fund-Ins | Sold out | 0.00% | −0.01 |
| SPG Simon Property Group Inc. | Reduce -0.5% | 0.21% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -7.6% | 0.05% | −0.00 |
| STX Seagate Technology Holdings | Reduce -11.8% | 2.70% | −0.00 |
| KO The Coca-Cola Co. | Reduce -4.3% | 0.03% | −0.00 |
| XOM Exxon Mobil Corp. | Reduce -3.2% | 0.02% | +0.00 |
| TJX TJX Companies Inc. | Reduce -3.0% | 0.49% | +0.00 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -1.7% | 0.03% | +0.00 |
| JBL Jabil Inc. | Reduce -1.8% | 2.87% | +0.01 |
| CSCO Cisco Systems Inc. | Reduce -7.0% | 2.18% | +0.04 |
| AAPL Apple Inc. | Reduce -2.4% | 3.28% | +0.04 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -7.3% | 1.14% | +0.05 |
| WMT Walmart Inc. | Reduce -0.5% | 2.17% | +0.09 |
| TMO Thermo Fisher Scientific Inc. | Reduce -7.2% | 1.54% | +0.11 |
| LRCX Lam Research Corp. | Reduce -1.4% | 0.72% | +0.13 |
| GM General Motors Co. | Reduce -12.6% | 1.51% | +0.18 |
| AMAT Applied Materials Inc. | Reduce -10.4% | 2.27% | +0.19 |
| DAL Delta Air Lines Inc. | Reduce -4.0% | 1.64% | +0.20 |
| CAT Caterpillar Inc. | Reduce -7.0% | 2.82% | +0.22 |
| MRK Merck & Co. Inc. | Reduce -2.6% | 1.54% | +0.24 |
| LLY Eli Lilly & Co. | Reduce -2.3% | 1.76% | +0.44 |
| GOOGL Alphabet Inc. Class A | Reduce -6.9% | 4.10% | +0.58 |
Portfolio Buys Q3 2025 → Q4 2025
| STT State Street Corp. | New | 0.95% | +0.95 |
| AMD Advanced Micro Devices | Add +2.5% | 1.45% | +0.35 |
| FCX Freeport-McMoran Inc. | Add +1.8% | 1.46% | +0.32 |
| KLAC KLA Corp. | Add +9.1% | 1.42% | +0.23 |
| SNPS Synopsys Inc. | Add +30.0% | 1.13% | +0.19 |
| COF Capital One Financial Corp. | Add +0.8% | 1.74% | +0.18 |
| MPWR Monolithic Power Systems Inc. | Add +43.8% | 0.61% | +0.17 |
| CB Chubb Ltd. | Add +4.5% | 1.54% | +0.17 |
| AMZN Amazon.com Inc. | Add +2.2% | 3.26% | +0.14 |
| PLD Prologis Inc. | Add +2.4% | 1.10% | +0.11 |
| LMT Lockheed Martin Corp. | Add +15.7% | 1.27% | +0.10 |
| BAC Bank of America Corp. | Add +1.5% | 1.61% | +0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +6.0% | 1.74% | +0.05 |
| V Visa Inc. Class A | Add +3.3% | 1.60% | +0.05 |
| DIS The Walt Disney Co. | Add +5.7% | 1.11% | +0.02 |
| ISRG Intuitive Surgical Inc. | New | 0.02% | +0.02 |
| FCNCA First Citizens Bcshs Class A | New | 0.02% | +0.02 |
| AMGN Amgen Inc. | New | 0.02% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +6.5% | 0.08% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +16.7% | 0.06% | +0.01 |
| SWVXX Schwa Prime Adv Money FD-Inv | New | 0.00% | +0.00 |
| MA Mastercard Inc. Class A | Add +6.1% | 0.03% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.7% | 0.04% | +0.00 |
| SNVXX Schwab Govt MNY FND-Inv | Add +1.9% | 0.02% | −0.00 |
| USPRX Victory 500 Index-RWRD | Add +3.5% | 0.06% | −0.00 |
| SO The Southern Co. | Add +10.5% | 1.37% | −0.02 |
| EVR Evercore Inc. Class A | Add +0.1% | 1.82% | −0.04 |
| FE Firstenergy Corp. | Add +2.5% | 1.31% | −0.04 |
| CVX Chevron Corp. | Add +0.9% | 1.08% | −0.04 |
| BKNG Booking Holdings Inc. | Add +1.5% | 2.10% | −0.05 |
| DUK Duke Energy Corp. | Add +3.9% | 1.16% | −0.05 |
| PG The Procter & Gamble Co. | Add +4.6% | 1.42% | −0.08 |
| PSX Phillips 66 | Add +0.5% | 1.17% | −0.09 |
| SHW The Sherwin-Williams Co. | Add +1.7% | 1.25% | −0.10 |
| MPC Marathon Petroleum Corp. | Add +0.6% | 1.19% | −0.25 |
| HD Home Depot Inc. | Add +6.3% | 1.96% | −0.27 |
| META Meta Platforms Inc. Class A | Add +2.8% | 2.47% | −0.28 |
| ETN Eaton Corp. PLC | Add +0.3% | 1.88% | −0.39 |
| NFLX Netflix Inc. | Add +7.1% | 1.95% | −0.45 |
Notes & Other Activity Q3 2025 → Q4 2025
| AT&T INC (T 5.35 11/01/66) | Preferred Stock | Sold out | 8,750 | $202Kbefore 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 |