CCM Investment Advisers LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 20, 2026), CCM Investment Advisers LLC reported 89 stock positions worth $1.0 billion. Its top holding was Alphabet Class A (GOOGL) at 3.6% of the portfolio, followed by Nvidia (NVDA, 3.5%) and Seagate Technology (STX, 3.5%). Compared with Q4 2025, it opened 8 new positions, sold out of 3, added to 16 and reduced 55. The biggest buy was a new position in Waste Management (WM) and the biggest sale Delta Air Lines (DAL, shares −49%).
- Most Recent 13F
- Q2 2026
- Location
- COLUMBIA, SC
- CIK
- 0000931097
- Portfolio Value
- $1.0B (Q1 2026)
- SEC Filing
- 0000931097-26-000003 ↗ filed May 20, 2026
Holdings Value
Holdings 89 stocks · $1.0B
| GOOGL Alphabet Inc. Class A | 3.64% | 132,216 | $38.0M | Reduce -3.3% |
| NVDA Nvidia Corp. | 3.49% | 208,946 | $36.4M | Reduce -1.9% |
| STX Seagate Technology Holdings | 3.45% | 91,988 | $36.0M | Reduce -10.1% |
| CAT Caterpillar Inc. | 3.32% | 48,856 | $34.6M | Reduce -4.9% |
| JBL Jabil Inc. | 3.17% | 124,388 | $33.0M | Reduce -5.4% |
| AAPL Apple Inc. | 3.00% | 123,594 | $31.4M | Reduce -1.8% |
| AMZN Amazon.com Inc. | 2.96% | 148,120 | $30.8M | Add +0.5% |
| AVGO Broadcom Inc. | 2.95% | 99,446 | $30.8M | Reduce -1.2% |
| AMAT Applied Materials Inc. | 2.77% | 84,532 | $28.9M | Reduce -8.4% |
| MSFT Microsoft Corp. | 2.40% | 67,596 | $25.0M | Add +5.6% |
| WMT Walmart Inc. | 2.38% | 200,296 | $24.9M | Reduce -1.3% |
| NFLX Netflix Inc. | 2.30% | 249,703 | $24.0M | Add +15.1% |
| CSCO Cisco Systems Inc. | 2.15% | 289,855 | $22.5M | Reduce -1.9% |
| META Meta Platforms Inc. Class A | 2.15% | 39,190 | $22.4M | Add +0.5% |
| ETN Eaton Corp. PLC | 2.08% | 60,736 | $21.7M | Reduce -1.3% |
| JPM JPMorgan Chase & Co. | 2.02% | 71,733 | $21.1M | Reduce -5.5% |
| HD Home Depot Inc. | 1.87% | 59,346 | $19.5M | Reduce -0.2% |
| MPC Marathon Petroleum Corp. | 1.73% | 74,123 | $18.1M | Reduce -2.9% |
| MRK Merck & Co. Inc. | 1.72% | 149,542 | $18.0M | Reduce -2.1% |
| KLAC KLA Corp. | 1.71% | 12,157 | $17.9M | Reduce -0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.65% | 36,000 | $17.3M | Reduce -0.4% |
| BKNG Booking Holdings Inc. | 1.62% | 4,005 | $16.9M | Reduce -2.0% |
| PEP Pepsico Inc. | 1.60% | 107,329 | $16.7M | Reduce -0.1% |
| CB Chubb Ltd. | 1.59% | 50,914 | $16.6M | Reduce -0.8% |
| EVR Evercore Inc. Class A | 1.57% | 54,963 | $16.4M | Reduce -1.6% |
| FCX Freeport-McMoran Inc. | 1.57% | 278,384 | $16.4M | Reduce -7.4% |
| LMT Lockheed Martin Corp. | 1.57% | 27,047 | $16.3M | Reduce -1.6% |
| LLY Eli Lilly & Co. | 1.49% | 16,878 | $15.5M | Reduce -1.4% |
| ABBV Abbvie Inc. | 1.48% | 71,013 | $15.4M | Reduce -2.3% |
| AMD Advanced Micro Devices | 1.44% | 73,921 | $15.0M | Add +4.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.44% | 38,488 | $15.0M | Add +2.3% |
| PG The Procter & Gamble Co. | 1.44% | 103,909 | $15.0M | Add +0.3% |
| CVX Chevron Corp. | 1.43% | 72,289 | $15.0M | Reduce -2.3% |
| SO The Southern Co. | 1.38% | 149,674 | $14.4M | Reduce -8.4% |
| V Visa Inc. Class A | 1.37% | 47,238 | $14.3M | Reduce -0.5% |
| DUK Duke Energy Corp. | 1.33% | 106,157 | $13.9M | Add +2.4% |
| GM General Motors Co. | 1.32% | 185,359 | $13.8M | Reduce -4.1% |
| COF Capital One Financial Corp. | 1.31% | 74,872 | $13.7M | Reduce -0.0% |
| TMO Thermo Fisher Scientific Inc. | 1.28% | 27,184 | $13.4M | Reduce -1.9% |
| SHW The Sherwin-Williams Co. | 1.23% | 39,918 | $12.8M | Reduce -0.8% |
| SNPS Synopsys Inc. | 1.18% | 31,137 | $12.3M | Add +23.9% |
| EQIX Equinix Inc. | 1.17% | 12,469 | $12.2M | Add +3.5% |
| VRTX Vertex Pharmaceuticals Inc. | 1.11% | 25,894 | $11.6M | Reduce -1.4% |
| PLD Prologis Inc. | 1.11% | 87,378 | $11.5M | Reduce -2.5% |
| STT State Street Corp. | 1.01% | 83,669 | $10.6M | Add +8.8% |
| ABT Abbott Laboratories | 1.00% | 101,757 | $10.4M | Reduce -0.8% |
| MDT Medtronic PLC | 0.99% | 119,479 | $10.4M | Reduce -1.6% |
| FE Firstenergy Corp. | 0.99% | 204,027 | $10.3M | Reduce -33.0% |
| ORCL Oracle Corp. | 0.96% | 68,215 | $10.0M | Add +74.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.93% | 100,464 | $9.7M | Reduce -1.2% |
| PSX Phillips 66 | 0.91% | 52,177 | $9.5M | Reduce -44.8% |
| LRCX Lam Research Corp. | 0.86% | 42,198 | $9.0M | Reduce -3.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.84% | 179,059 | $8.7M | Reduce -41.4% |
| DAL Delta Air Lines Inc. | 0.81% | 126,603 | $8.4M | Reduce -48.8% |
| MPWR Monolithic Power Systems Inc. | 0.79% | 7,586 | $8.3M | Add +7.4% |
| WM Waste Management Inc. | 0.65% | 29,689 | $6.8M | New |
| AME Ametek Inc. | 0.61% | 29,710 | $6.4M | New |
| SMFG Sumitomo Mitsui-Spons ADR | 0.58% | 305,762 | $6.0M | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.51% | 33,242 | $5.3M | Reduce -0.6% |
| AEP American Electric Power | 0.44% | 35,109 | $4.6M | New |
| TechnipFMC PLC | 0.41% | 62,307 | $4.3M | New |
| EME Emcor Group Inc. | 0.37% | 5,233 | $3.9M | Reduce -8.0% |
| CRM Salesforce Inc. | 0.25% | 14,038 | $2.6M | Reduce -16.0% |
| SPG Simon Property Group Inc. | 0.22% | 12,120 | $2.3M | No change |
| ORLY O'reilly Automotive Inc. | 0.10% | 11,810 | $1.1M | Add +0.1% |
| QCOM Qualcomm Inc. | 0.06% | 5,165 | $665K | Reduce -9.3% |
| GOOG Alphabet Inc. Class C | 0.06% | 2,290 | $657K | Reduce -10.8% |
| USPRX Victory 500 Index-RWRD | 0.06% | 8,023 | $633K | Add +0.2% |
| IVV iShares Core S&P 500 ETF | 0.05% | 873 | $570K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.05% | 13,885 | $533K | No change |
| LOW Lowe's Cos Inc. | 0.05% | 2,200 | $520K | Reduce -9.3% |
| VIG Vanguard Dividend Apprec ETF | 0.05% | 2,200 | $473K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.04% | 676 | $440K | Add +0.3% |
| EXPE Expedia Group Inc. | 0.04% | 1,705 | $394K | New |
| XOM Exxon Mobil Corp. | 0.03% | 1,978 | $336K | Reduce -5.7% |
| UNH Unitedhealth Group Inc. | 0.03% | 1,141 | $309K | Reduce -19.6% |
| KO The Coca-Cola Co. | 0.03% | 3,973 | $302K | No change |
| AZN Astrazeneca PLC | 0.03% | 1,493 | $294K | No change |
| FISV Fiserv Inc. | 0.03% | 5,055 | $282K | Reduce -31.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.02% | 779 | $250K | No change |
| AMT American Tower Corp. | 0.02% | 1,410 | $243K | Reduce -51.4% |
| MA Mastercard Inc. Class A | 0.02% | 482 | $241K | Reduce -1.0% |
| MCD McDonald's Corp. | 0.02% | 772 | $240K | No change |
| AMGN Amgen Inc. | 0.02% | 626 | $220K | Reduce -0.8% |
| GD General Dynamics Corp. | 0.02% | 625 | $215K | No change |
| JNJ Johnson & Johnson | 0.02% | 872 | $213K | New |
| ALL Allstate Corp. | 0.02% | 1,000 | $207K | No change |
| PH Parker Hannifin Corp. | 0.02% | 226 | $202K | New |
| SNVXX Schwab Govt MNY FND-Inv | 0.01% | 130,769 | $131K | Reduce -18.1% |
Other holdings (4): bonds, preferreds, convertibles and warrants · $781K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| PUBLIC STORAGE (PSA 4.7 PERP J) | PFD | 12,000 | $214K | No change |
| APOLLO GLOBAL MANAGEMENT (APO V7.625 09/15/53) | PFD | 8,000 | $203K | No change |
| US BANCORP (USB 4 PERP M) | PFD | 12,000 | $187K | No change |
| BANK OF AMERICA CORP (BAC 4.375 PERP NN) | PFD | 10,000 | $176K | No change |
Total filed on the 13F, all lines: $1.0B.
Portfolio Sells Q4 2025 → Q1 2026
| DAL Delta Air Lines Inc. | Reduce -48.8% | 0.81% | −0.84 |
| BAC Bank of America Corp. | Reduce -41.4% | 0.84% | −0.77 |
| BKNG Booking Holdings Inc. | Reduce -2.0% | 1.62% | −0.48 |
| GOOGL Alphabet Inc. Class A | Reduce -3.3% | 3.64% | −0.46 |
| COF Capital One Financial Corp. | Reduce -0.0% | 1.31% | −0.43 |
| AVGO Broadcom Inc. | Reduce -1.2% | 2.95% | −0.39 |
| JPM JPMorgan Chase & Co. | Reduce -5.5% | 2.02% | −0.32 |
| FE Firstenergy Corp. | Reduce -33.0% | 0.99% | −0.32 |
| NVDA Nvidia Corp. | Reduce -1.9% | 3.49% | −0.31 |
| LLY Eli Lilly & Co. | Reduce -1.4% | 1.49% | −0.28 |
| AAPL Apple Inc. | Reduce -1.8% | 3.00% | −0.27 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.9% | 1.28% | −0.26 |
| PSX Phillips 66 | Reduce -44.8% | 0.91% | −0.26 |
| EVR Evercore Inc. Class A | Reduce -1.6% | 1.57% | −0.25 |
| ABT Abbott Laboratories | Reduce -0.8% | 1.00% | −0.23 |
| V Visa Inc. Class A | Reduce -0.5% | 1.37% | −0.23 |
| GM General Motors Co. | Reduce -4.1% | 1.32% | −0.18 |
| DIS The Walt Disney Co. | Reduce -1.2% | 0.93% | −0.18 |
| CRM Salesforce Inc. | Reduce -16.0% | 0.25% | −0.17 |
| MDT Medtronic PLC | Reduce -1.6% | 0.99% | −0.13 |
| ABBV Abbvie Inc. | Reduce -2.3% | 1.48% | −0.11 |
| HD Home Depot Inc. | Reduce -0.2% | 1.87% | −0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.4% | 1.65% | −0.09 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -1.4% | 1.11% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -9.3% | 0.06% | −0.03 |
| CSCO Cisco Systems Inc. | Reduce -1.9% | 2.15% | −0.03 |
| AMT American Tower Corp. | Reduce -51.4% | 0.02% | −0.03 |
| SHW The Sherwin-Williams Co. | Reduce -0.8% | 1.23% | −0.02 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.02 |
| FCNCA First Citizens Bcshs Class A | Sold out | 0.00% | −0.02 |
| FISV Fiserv Inc. | Reduce -31.2% | 0.03% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -19.6% | 0.03% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -10.8% | 0.06% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -9.3% | 0.05% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -1.0% | 0.02% | −0.00 |
| SNVXX Schwab Govt MNY FND-Inv | Reduce -18.1% | 0.01% | −0.00 |
| SWVXX Schwa Prime Adv Money FD-Inv | Sold out | 0.00% | −0.00 |
| AMGN Amgen Inc. | Reduce -0.8% | 0.02% | +0.00 |
| XOM Exxon Mobil Corp. | Reduce -5.7% | 0.03% | +0.01 |
| PLD Prologis Inc. | Reduce -2.5% | 1.11% | +0.01 |
| TJX TJX Companies Inc. | Reduce -0.6% | 0.51% | +0.02 |
| SO The Southern Co. | Reduce -8.4% | 1.38% | +0.02 |
| EME Emcor Group Inc. | Reduce -8.0% | 0.37% | +0.04 |
| CB Chubb Ltd. | Reduce -0.8% | 1.59% | +0.05 |
| FCX Freeport-McMoran Inc. | Reduce -7.4% | 1.57% | +0.10 |
| PEP Pepsico Inc. | Reduce -0.1% | 1.60% | +0.12 |
| LRCX Lam Research Corp. | Reduce -3.9% | 0.86% | +0.14 |
| MRK Merck & Co. Inc. | Reduce -2.1% | 1.72% | +0.18 |
| ETN Eaton Corp. PLC | Reduce -1.3% | 2.08% | +0.20 |
| WMT Walmart Inc. | Reduce -1.3% | 2.38% | +0.22 |
Portfolio Buys Q4 2025 → Q1 2026
| WM Waste Management Inc. | New | 0.65% | +0.65 |
| AME Ametek Inc. | New | 0.61% | +0.61 |
| SMFG Sumitomo Mitsui-Spons ADR | New | 0.58% | +0.58 |
| AEP American Electric Power | New | 0.44% | +0.44 |
| TechnipFMC PLC | New | 0.41% | +0.41 |
| NFLX Netflix Inc. | Add +15.1% | 2.30% | +0.35 |
| EQIX Equinix Inc. | Add +3.5% | 1.17% | +0.29 |
| ORCL Oracle Corp. | Add +74.9% | 0.96% | +0.23 |
| MPWR Monolithic Power Systems Inc. | Add +7.4% | 0.79% | +0.18 |
| DUK Duke Energy Corp. | Add +2.4% | 1.33% | +0.17 |
| STT State Street Corp. | Add +8.8% | 1.01% | +0.06 |
| SNPS Synopsys Inc. | Add +23.9% | 1.18% | +0.05 |
| EXPE Expedia Group Inc. | New | 0.04% | +0.04 |
| JNJ Johnson & Johnson | New | 0.02% | +0.02 |
| PH Parker Hannifin Corp. | New | 0.02% | +0.02 |
| PG The Procter & Gamble Co. | Add +0.3% | 1.44% | +0.02 |
| ORLY O'reilly Automotive Inc. | Add +0.1% | 0.10% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 0.04% | −0.00 |
| USPRX Victory 500 Index-RWRD | Add +0.2% | 0.06% | −0.00 |
| AMD Advanced Micro Devices | Add +4.8% | 1.44% | −0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +2.3% | 1.44% | −0.25 |
| AMZN Amazon.com Inc. | Add +0.5% | 2.96% | −0.30 |
| META Meta Platforms Inc. Class A | Add +0.5% | 2.15% | −0.32 |
| MSFT Microsoft Corp. | Add +5.6% | 2.40% | −0.57 |
Notes & Other Activity Q4 2025 → Q1 2026
| JPM CHASE CAPITAL XXIX (JPM 6.7 04/02/40) | PFD | Sold out | 8,000 | $201Kbefore 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 |