13F HOLDINGS REPORT
CCM INVESTMENT ADVISERS LLC
Quarter ended Q3 2025 · Filed October 10, 2025 · Accession 0000931097-25-000009
Total Value
$1.02B
Positions
93
Other Managers
0
Confidential Omitted
No
Holdings (93)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA Corp. | NVDA | 217,327 | $40.5M | 3.99% |
| 2 | Broadcom Inc | AVGO | 109,493 | $36.1M | 3.56% |
| 3 | Alphabet Inc. Class A | GOOG | 146,918 | $35.7M | 3.52% |
| 4 | Microsoft Corp. | MSFT | 65,063 | $33.7M | 3.32% |
| 5 | Apple Inc. | AAPL | 128,985 | $32.8M | 3.23% |
| 6 | Amazon.Com Inc. | AMZN | 144,205 | $31.7M | 3.12% |
| 7 | Jabil Circuit, Inc. | JBL | 133,819 | $29.1M | 2.86% |
| 8 | Meta Platforms Inc. | META | 37,916 | $27.8M | 2.74% |
| 9 | Seagate Technology Holdings | STX | 115,995 | $27.4M | 2.70% |
| 10 | Caterpillar Inc Del | CAT | 55,219 | $26.3M | 2.60% |
| 11 | Netflix Inc | NFLX | 20,266 | $24.3M | 2.39% |
| 12 | J. P. Morgan | VYLD | 76,171 | $24.0M | 2.37% |
| 13 | Eaton Corp. | ETN | 61,337 | $23.0M | 2.26% |
| 14 | Home Depot Inc. | HD | 55,909 | $22.7M | 2.23% |
| 15 | Booking Holdings Inc. | BKNG | 4,025 | $21.7M | 2.14% |
| 16 | Cisco Systems | CSCO | 317,553 | $21.7M | 2.14% |
| 17 | Applied Materials Inc. | 038222105 | 103,026 | $21.1M | 2.08% |
| 18 | Wal Mart Stores | WMT | 203,876 | $21.0M | 2.07% |
| 19 | Crowdstrike Hldgs | CRWD | 38,547 | $18.9M | 1.86% |
| 20 | Evercore Inc. | 29977a105 | 55,812 | $18.8M | 1.85% |
| 21 | Berkshire Hathaway Inc. Cl B | BRK-A | 34,097 | $17.1M | 1.69% |
| 22 | AbbVie Inc. | ABBV | 73,838 | $17.1M | 1.68% |
| 23 | Capital One Financial | COF-PN | 74,275 | $15.8M | 1.56% |
| 24 | Visa Inc. | V | 45,948 | $15.7M | 1.55% |
| 25 | Bank Of America Corp. | 060505104 | 301,037 | $15.5M | 1.53% |
| 26 | Procter & Gamble | 742718109 | 99,058 | $15.2M | 1.50% |
| 27 | Pepsico Inc. | PEP | 107,611 | $15.1M | 1.49% |
| 28 | Marathon Pete Corp. | MPC | 75,883 | $14.6M | 1.44% |
| 29 | Delta Air Lines | DAL | 257,449 | $14.6M | 1.44% |
| 30 | Thermo Fisher Scientific | TMO | 29,887 | $14.5M | 1.43% |
| 31 | Southern Company | SOMN | 147,909 | $14.0M | 1.38% |
| 32 | Oracle Systems Corp. | ORCL-PD | 49,757 | $14.0M | 1.38% |
| 33 | Abbott Laboratories | ABLZF | 103,735 | $13.9M | 1.37% |
| 34 | Chubb Limited | CB | 49,153 | $13.9M | 1.37% |
| 35 | Sherwin-Williams Co. | SHW | 39,585 | $13.7M | 1.35% |
| 36 | First Energy Corp. | FE | 297,134 | $13.6M | 1.34% |
| 37 | General Motors | 37045v100 | 221,135 | $13.5M | 1.33% |
| 38 | Eli Lilly & Co | LLY | 17,516 | $13.4M | 1.32% |
| 39 | Merck & Co. | MRK | 156,771 | $13.2M | 1.30% |
| 40 | Phillips 66 | PSX | 94,085 | $12.8M | 1.26% |
| 41 | Duke Energy Corp. | DUKB | 99,823 | $12.4M | 1.22% |
| 42 | KLA-Tencor Corp. | KLAC | 11,189 | $12.1M | 1.19% |
| 43 | Lockheed Martin Corp. | LMT | 23,768 | $11.9M | 1.17% |
| 44 | Medtronic PLC | MDT | 123,532 | $11.8M | 1.16% |
| 45 | Freeport McMoran Copper & Gold | FCX | 295,400 | $11.6M | 1.14% |
| 46 | Chevron Corp. | CVX | 73,294 | $11.4M | 1.12% |
| 47 | Advanced Micro Devices | AMD | 68,820 | $11.1M | 1.10% |
| 48 | Vertex Pharmctls Inc. | 92532f100 | 28,309 | $11.1M | 1.09% |
| 49 | Walt Disney Co. | 254687106 | 96,213 | $11.0M | 1.09% |
| 50 | Equinix Inc | EQIX | 12,945 | $10.1M | 1.00% |
| 51 | Prologis Inc | PLDGP | 87,463 | $10.0M | 0.99% |
| 52 | Fiserv Inc. | FISV | 74,140 | $9.6M | 0.94% |
| 53 | Synopsys Corp. | SNPS | 19,323 | $9.5M | 0.94% |
| 54 | Lam Research | LRCX | 44,555 | $6.0M | 0.59% |
| 55 | Emcor Group Inc. | EME | 8,282 | $5.4M | 0.53% |
| 56 | TJX Cos. Inc. | 872540109 | 34,464 | $5.0M | 0.49% |
| 57 | SalesForce Inc. | CRM | 20,324 | $4.8M | 0.47% |
| 58 | Monolithic Power Systems | 609839105 | 4,912 | $4.5M | 0.45% |
| 59 | Simon PPTY Group | 828806109 | 12,180 | $2.3M | 0.23% |
| 60 | Qualcomm Inc. | QCOM | 9,912 | $1.6M | 0.16% |
| 61 | O'Reilly Automotive Inc. | 67103H107 | 12,345 | $1.3M | 0.13% |
| 62 | iShares Bitcoin Trust ETF | IBIT | 13,885 | $902,525 | 0.09% |
| 63 | American Tower Corp. | 03027X100 | 4,400 | $846,208 | 0.08% |
| 64 | Victory 500 Index Reward Fd | 903288769 | 7,735 | $646,582 | 0.06% |
| 65 | Lowe's Companies Inc. | 548661107 | 2,425 | $609,426 | 0.06% |
| 66 | Alphabet Class-C Share | GOOG | 2,411 | $587,199 | 0.06% |
| 67 | Vanguard I/T Trsy Indx | 92206C888 | 26,769 | $541,272 | 0.05% |
| 68 | Vanguard Div. Appreciation | 921908844 | 2,381 | $513,795 | 0.05% |
| 69 | Vanguard Short Term Trsy | 922031851 | 50,707 | $503,522 | 0.05% |
| 70 | IShares S&P 500 Index | 464287200 | 748 | $500,636 | 0.05% |
| 71 | UnitedHealth Group Inc. | UNH | 1,420 | $490,342 | 0.05% |
| 72 | Standard & Poors Depository Re | SPY | 663 | $441,677 | 0.04% |
| 73 | Coca-Cola Co. | KO | 4,152 | $275,363 | 0.03% |
| 74 | Mastercard Inc. | MA | 459 | $261,083 | 0.03% |
| 75 | Adobe Systems | ADBE | 726 | $256,096 | 0.03% |
| 76 | Vanguard Total Etf | 922908769 | 779 | $255,644 | 0.03% |
| 77 | Exxon Mobil Corp. | XOM | 2,168 | $244,520 | 0.02% |
| 78 | Public Storage Pfd | PSA-PS | 12,000 | $239,280 | 0.02% |
| 79 | McDonald's Corp. | MCD | 772 | $234,603 | 0.02% |
| 80 | Astrazeneca Plc Adr | AZN | 3,041 | $233,305 | 0.02% |
| 81 | Pimco Short Term Fd | 693390601 | 23,445 | $226,714 | 0.02% |
| 82 | AutoZone Inc. | AZO | 51 | $218,802 | 0.02% |
| 83 | Allstate | ALL-PJ | 1,000 | $214,650 | 0.02% |
| 84 | General Dynamics | GD | 625 | $213,125 | 0.02% |
| 85 | Boston Scientific | BSX | 2,181 | $212,931 | 0.02% |
| 86 | Apollo Pfd | APOS | 8,000 | $209,920 | 0.02% |
| 87 | NVR Inc. | NVR | 26 | $208,901 | 0.02% |
| 88 | JP Morgan PFD | 48125e207 | 8,000 | $202,880 | 0.02% |
| 89 | US Bancorp Pfd | 902973718 | 12,000 | $202,200 | 0.02% |
| 90 | AT&T Pfd | 00206r300 | 8,750 | $201,687 | 0.02% |
| 91 | Bank of America Pfd | BAC-PS | 10,000 | $185,800 | 0.02% |
| 92 | Schwab Government Money Inv Fd | 808515613 | 156,794 | $156,794 | 0.02% |
| 93 | Pimco Inc | 72201f490 | 10,367 | $112,801 | 0.01% |