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CCM INVESTMENT ADVISERS LLC 13F portfolio summary

CCM INVESTMENT ADVISERS LLC of CCM INVESTMENT ADVISERS LLC has 88 current stock holdings with a reported portfolio value of $1.29B. The portfolio 1 year return is +40.85%. Top holdings include STX (5.02%), AMAT (4.38%), CAT (3.61%), GOOGL (3.40%), JBL (3.32%).

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CCM INVESTMENT ADVISERS LLC

CCM INVESTMENT ADVISERS LLC
Latest filing: 2026-06-30

CCM INVESTMENT ADVISERS LLC runs CCM INVESTMENT ADVISERS LLC and currently holds 88 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $1.29B. Their top holdings are STX, AMAT, CAT, GOOGL, JBL. The top five represent 19.7% of reported portfolio weight. CCM INVESTMENT ADVISERS LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, CCM INVESTMENT ADVISERS LLC initiated 5 new positions. They added to 45 existing positions. They trimmed 29 positions. Their current best-performing preview position is AMD with returns of +185.56%.

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Top 5 Holdings
STX5.0%
AMAT4.4%
CAT3.6%
GOOGL3.4%
JBL3.3%
Top 5: 19.7%
Portfolio Returns
1 Year
+40.85%
#0/1000
3 Year
+103.83%
#0/1000
5 Year
+111.38%
#0/1000

Portfolio Value

$1.29B

Alpha Score

86.3

#0 of 1000

Holdings

88

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88 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
STX
Seagate Technology Holdings
5.02%$94.06$850.00+803.68%
Trimmed
-26.92%
AMAT
Applied Materials Inc.
4.38%$134.47$492.32+266.12%
Trimmed
-7.30%
CAT
Caterpillar Inc Del
3.61%$102.66$827.65+706.20%
Trimmed
-10.43%
GOOGL
Alphabet Inc. Class A
3.40%$44.98$344.82+666.61%
Trimmed
-6.89%
JBL
Jabil Circuit, Inc.
3.32%$48.79$313.02+541.57%
Trimmed
-10.45%
NVDA
NVIDIA Corp.
3.31%$20.13$214.76+966.87%
Added
+2.33%
KLAC
KLA-Tencor Corp.
2.85%$109.78$183.99+67.60%
Added
+904.03%
AMZN
Amazon.Com Inc.
2.85%$74.93$258.63+245.16%
Added
+4.17%
AAPL
Apple Inc.
2.82%$40.31$309.35+667.43%
Added
+2.02%
AMD
Advanced Micro Devices
2.73%$164.91$473.25+186.97%
Trimmed
-17.73%

Showing 1-10 of 88