CCM Investment Group, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed May 13, 2025), CCM Investment Group, LLC reported 208 stock positions worth $917.0 million. Its top holding was Avantis US Small Cap Value (AVUV) at 10.5% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 10.0%) and iShares Core MSCI Dev MKTS (IDEV, 10.0%).
- Most Recent 13F
- Q1 2025
- Location
- NORTHFIELD, MN
- CIK
- 0002067069
- Portfolio Value
- $917.0M (Q4 2024)
- SEC Filing
- 0002067069-25-000003 ↗ filed May 13, 2025
Holdings Value
Holdings 208 stocks · $917.0M
| AVUV Avantis US Small Cap Value | 10.46% | 997,536 | $95.9M | — |
| VEA Vanguard Ftse Developed ETF | 10.02% | 1,920,984 | $91.8M | — |
| IDEV iShares Core MSCI Dev MKTS | 9.95% | 1,415,632 | $91.3M | — |
| VWO Vanguard Ftse Emerging Marke | 5.84% | 1,213,841 | $53.5M | — |
| AVRE Avantis Real Estate ETF | 5.38% | 1,184,284 | $49.3M | — |
| AVDV Avantis Intl S/C Value ETF | 4.98% | 705,369 | $45.7M | — |
| AVES Avantis Emerging Markets Val | 3.80% | 753,552 | $34.9M | — |
| AAPL Apple Inc. | 2.64% | 96,116 | $24.2M | — |
| XOM Exxon Mobil Corp. | 0.93% | 80,794 | $8.5M | — |
| PG The Procter & Gamble Co. | 0.90% | 49,560 | $8.3M | — |
| HD Home Depot Inc. | 0.88% | 20,799 | $8.1M | — |
| CSCO Cisco Systems Inc. | 0.80% | 123,676 | $7.3M | — |
| JNJ Johnson & Johnson | 0.79% | 50,519 | $7.2M | — |
| CVX Chevron Corp. | 0.71% | 45,682 | $6.5M | — |
| HON Honeywell International Inc. | 0.70% | 28,342 | $6.4M | — |
| T AT&T Inc. | 0.68% | 273,943 | $6.2M | — |
| BKNG Booking Holdings Inc. | 0.67% | 1,234 | $6.2M | — |
| PM Philip Morris International | 0.65% | 49,766 | $6.0M | — |
| UNP Union Pacific Corp. | 0.64% | 25,568 | $5.8M | — |
| BMY Bristol-Myers Squibb Co. | 0.63% | 103,640 | $5.8M | — |
| PFE Pfizer Inc. | 0.63% | 218,000 | $5.8M | — |
| MCK McKesson Corp. | 0.63% | 10,043 | $5.7M | — |
| LOW Lowe's Cos Inc. | 0.62% | 23,040 | $5.7M | — |
| GILD Gilead Sciences Inc. | 0.59% | 59,150 | $5.4M | — |
| MMM 3M Co. | 0.59% | 42,096 | $5.4M | — |
| LRCX Lam Research Corp. | 0.59% | 75,122 | $5.4M | — |
| EOG EOG Resources Inc. | 0.58% | 44,272 | $5.3M | — |
| MO Altria Group Inc. | 0.57% | 101,229 | $5.3M | — |
| UPS United Parcel Service Class B | 0.57% | 41,821 | $5.2M | — |
| CMCSA Comcast Corp. Class A | 0.57% | 139,638 | $5.2M | — |
| LMT Lockheed Martin Corp. | 0.56% | 10,560 | $5.1M | — |
| MDT Medtronic PLC | 0.55% | 63,592 | $5.1M | — |
| CSX CSX Corp. | 0.55% | 157,065 | $5.0M | — |
| AMGN Amgen Inc. | 0.55% | 19,430 | $5.0M | — |
| CAT Caterpillar Inc. | 0.55% | 13,770 | $5.0M | — |
| ELV Elevance Health Inc. | 0.54% | 13,378 | $4.9M | — |
| MRK Merck & Co. Inc. | 0.54% | 49,986 | $4.9M | — |
| MPC Marathon Petroleum Corp. | 0.53% | 36,078 | $4.9M | — |
| ORLY O'reilly Automotive Inc. | 0.53% | 4,094 | $4.8M | — |
| TGT Target Corp. | 0.52% | 35,394 | $4.8M | — |
| CI The Cigna Group | 0.52% | 17,371 | $4.8M | — |
| PSX Phillips 66 | 0.52% | 42,430 | $4.8M | — |
| AZO AutoZone Inc. | 0.52% | 1,489 | $4.7M | — |
| MDLZ Mondelez International Inc. Class A | 0.51% | 78,393 | $4.6M | — |
| MCD McDonald's Corp. | 0.49% | 15,451 | $4.5M | — |
| KO The Coca-Cola Co. | 0.49% | 71,998 | $4.5M | — |
| ITW Illinois Tool Works | 0.49% | 17,622 | $4.5M | — |
| HCA HCA Healthcare Inc. | 0.47% | 14,527 | $4.3M | — |
| VLO Valero Energy Corp. | 0.47% | 36,122 | $4.3M | — |
| CL Colgate-Palmolive Co. | 0.47% | 47,042 | $4.3M | — |
| ABBV Abbvie Inc. | 0.44% | 23,037 | $4.1M | — |
| PEP Pepsico Inc. | 0.44% | 26,636 | $4.0M | — |
| ADP Automatic Data Processing | 0.41% | 12,947 | $3.8M | — |
| HPQ HP Inc. | 0.40% | 112,394 | $3.7M | — |
| EBAY eBay Inc. | 0.40% | 58,551 | $3.6M | — |
| ADI Analog Devices Inc. | 0.39% | 16,864 | $3.6M | — |
| EMR Emerson Electric Co. | 0.39% | 28,633 | $3.6M | — |
| KMI Kinder Morgan Inc. | 0.38% | 128,964 | $3.5M | — |
| FIS Fidelity National Info Serv | 0.38% | 43,652 | $3.5M | — |
| NOC Northrop Grumman Corp. | 0.38% | 7,453 | $3.5M | — |
| CTSH Cognizant Tech Solutions-A | 0.35% | 42,383 | $3.3M | — |
| KMB Kimberly-Clark Corp. | 0.35% | 24,554 | $3.2M | — |
| NUE Nucor Corp. | 0.33% | 26,352 | $3.0M | — |
| GIS General Mills Inc. | 0.33% | 47,388 | $3.0M | — |
| CMI Cummins Inc. | 0.33% | 8,610 | $3.0M | — |
| DOW Dow Inc. | 0.31% | 71,979 | $2.8M | — |
| LHX L3HARRIS Technologies Inc. | 0.30% | 13,227 | $2.8M | — |
| CAH Cardinal Health Inc. | 0.30% | 23,265 | $2.7M | — |
| NSC Norfolk Southern Corp. | 0.30% | 11,718 | $2.7M | — |
| FANG Diamondback Energy Inc. | 0.26% | 14,965 | $2.4M | — |
| NEM Newmont Corp. | 0.25% | 62,667 | $2.3M | — |
| BKR Baker Hughes Co. | 0.25% | 56,093 | $2.3M | — |
| JCI Johnson Controls Internation | 0.24% | 28,266 | $2.2M | — |
| KR Kroger Co. | 0.24% | 36,307 | $2.2M | — |
| GPN Global Payments Inc. | 0.24% | 19,684 | $2.2M | — |
| WSM Williams-Sonoma Inc. | 0.23% | 11,404 | $2.1M | — |
| SYY Sysco Corp. | 0.23% | 27,461 | $2.1M | — |
| LYB Lyondellbasell Indu Class A | 0.23% | 28,636 | $2.1M | — |
| ROST Ross Stores Inc. | 0.23% | 13,829 | $2.1M | — |
| NTAP Netapp Inc. | 0.23% | 17,841 | $2.1M | — |
| BBY Best Buy Co. Inc. | 0.23% | 24,182 | $2.1M | — |
| ULTA Ulta Beauty Inc. | 0.23% | 4,747 | $2.1M | — |
| KHC The Kraft Heinz Co. | 0.22% | 67,721 | $2.1M | — |
| YUM Yum! Brands Inc. | 0.21% | 14,552 | $1.9M | — |
| STZ Constellation Brands Inc. Class A | 0.21% | 8,659 | $1.9M | — |
| LEN Lennar Corp. Class A | 0.21% | 13,942 | $1.9M | — |
| NVR NVR Inc. | 0.20% | 226 | $1.8M | — |
| DRI Darden Restaurants Inc. | 0.20% | 9,830 | $1.8M | — |
| BLDR Builders Firstsource Inc. | 0.20% | 12,648 | $1.8M | — |
| STLD Steel Dynamics Inc. | 0.19% | 15,330 | $1.7M | — |
| CPAY Corpay Inc. | 0.19% | 5,119 | $1.7M | — |
| TPR Tapestry Inc. | 0.18% | 25,199 | $1.7M | — |
| IP International Paper Co. | 0.18% | 30,899 | $1.7M | — |
| PHM Pultegroup Inc. | 0.18% | 15,031 | $1.6M | — |
| VERISIGN INC | 0.18% | 7,851 | $1.6M | — |
| EXPD Expeditors Intl Wash Inc. | 0.17% | 13,946 | $1.5M | — |
| DGX Quest Diagnostics Inc. | 0.17% | 10,045 | $1.5M | — |
| SWKS Skyworks Solutions Inc. | 0.16% | 17,020 | $1.5M | — |
| MAS Masco Corp. | 0.16% | 20,701 | $1.5M | — |
| COP Conocophillips | 0.16% | 14,774 | $1.4M | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.