13F HOLDINGS REPORT
CCM INVESTMENT ADVISERS LLC
Quarter ended Q4 2025 · Filed January 12, 2026 · Accession 0000931097-26-000001
Total Value
$1.04B
Positions
89
Other Managers
0
Confidential Omitted
No
Holdings (89)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Alphabet Inc. Class A | GOOG | 136,768 | $42.8M | 4.10% |
| 2 | NVIDIA Corp. | NVDA | 212,982 | $39.7M | 3.80% |
| 3 | Broadcom Inc | AVGO | 100,655 | $34.8M | 3.33% |
| 4 | Apple Inc. | AAPL | 125,892 | $34.2M | 3.28% |
| 5 | Amazon.Com Inc. | AMZN | 147,399 | $34.0M | 3.26% |
| 6 | Microsoft Corp. | MSFT | 63,992 | $30.9M | 2.96% |
| 7 | Jabil Circuit, Inc. | JBL | 131,470 | $30.0M | 2.87% |
| 8 | Caterpillar Inc Del | CAT | 51,365 | $29.4M | 2.82% |
| 9 | Seagate Technology Holdings | STX | 102,281 | $28.2M | 2.70% |
| 10 | Meta Platforms Inc. | META | 38,987 | $25.7M | 2.46% |
| 11 | J. P. Morgan | VYLD | 75,942 | $24.5M | 2.34% |
| 12 | Applied Materials Inc. | 038222105 | 92,338 | $23.7M | 2.27% |
| 13 | Cisco Systems | CSCO | 295,448 | $22.8M | 2.18% |
| 14 | Wal Mart Stores | WMT | 202,966 | $22.6M | 2.16% |
| 15 | Booking Holdings Inc. | BKNG | 4,087 | $21.9M | 2.10% |
| 16 | Home Depot Inc. | HD | 59,440 | $20.5M | 1.96% |
| 17 | Netflix Inc | NFLX | 217,007 | $20.3M | 1.95% |
| 18 | Eaton Corp. | ETN | 61,547 | $19.6M | 1.88% |
| 19 | Evercore Inc. | 29977a105 | 55,862 | $19.0M | 1.82% |
| 20 | Eli Lilly & Co | LLY | 17,114 | $18.4M | 1.76% |
| 21 | Berkshire Hathaway Inc. Cl B | BRK-A | 36,136 | $18.2M | 1.74% |
| 22 | Capital One Financial | COF-PN | 74,896 | $18.2M | 1.74% |
| 23 | Crowdstrike Hldgs | CRWD | 37,629 | $17.6M | 1.69% |
| 24 | Delta Air Lines | DAL | 247,128 | $17.2M | 1.64% |
| 25 | Bank Of America Corp. | 060505104 | 305,583 | $16.8M | 1.61% |
| 26 | Visa Inc. | V | 47,483 | $16.7M | 1.59% |
| 27 | AbbVie Inc. | ABBV | 72,711 | $16.6M | 1.59% |
| 28 | Merck & Co. | MRK | 152,740 | $16.1M | 1.54% |
| 29 | Thermo Fisher Scientific | TMO | 27,724 | $16.1M | 1.54% |
| 30 | Chubb Limited | CB | 51,338 | $16.0M | 1.53% |
| 31 | General Motors | 37045v100 | 193,211 | $15.7M | 1.50% |
| 32 | Pepsico Inc. | PEP | 107,464 | $15.4M | 1.48% |
| 33 | Freeport McMoran Copper & Gold | FCX | 300,592 | $15.3M | 1.46% |
| 34 | Advanced Micro Devices | AMD | 70,521 | $15.1M | 1.45% |
| 35 | Procter & Gamble | 742718109 | 103,609 | $14.8M | 1.42% |
| 36 | KLA-Tencor Corp. | KLAC | 12,210 | $14.8M | 1.42% |
| 37 | Southern Company | SOMN | 163,407 | $14.2M | 1.36% |
| 38 | First Energy Corp. | FE | 304,484 | $13.6M | 1.30% |
| 39 | Lockheed Martin Corp. | LMT | 27,495 | $13.3M | 1.27% |
| 40 | Sherwin-Williams Co. | SHW | 40,257 | $13.0M | 1.25% |
| 41 | Abbott Laboratories | ABLZF | 102,601 | $12.9M | 1.23% |
| 42 | Marathon Pete Corp. | MPC | 76,304 | $12.4M | 1.19% |
| 43 | Phillips 66 | PSX | 94,574 | $12.2M | 1.17% |
| 44 | Duke Energy Corp. | DUKB | 103,702 | $12.2M | 1.16% |
| 45 | Vertex Pharmctls Inc. | 92532f100 | 26,249 | $11.9M | 1.14% |
| 46 | Synopsys Corp. | SNPS | 25,128 | $11.8M | 1.13% |
| 47 | Medtronic PLC | MDT | 121,422 | $11.7M | 1.12% |
| 48 | Walt Disney Co. | 254687106 | 101,656 | $11.6M | 1.11% |
| 49 | Prologis Inc | PLDGP | 89,591 | $11.4M | 1.09% |
| 50 | Chevron Corp. | CVX | 73,982 | $11.3M | 1.08% |
| 51 | State Street Corp. | STT-PG | 76,879 | $9.9M | 0.95% |
| 52 | Equinix Inc | EQIX | 12,041 | $9.2M | 0.88% |
| 53 | Oracle Systems Corp. | ORCL-PD | 38,998 | $7.6M | 0.73% |
| 54 | Lam Research | LRCX | 43,920 | $7.5M | 0.72% |
| 55 | Monolithic Power Systems | 609839105 | 7,061 | $6.4M | 0.61% |
| 56 | TJX Cos. Inc. | 872540109 | 33,442 | $5.1M | 0.49% |
| 57 | SalesForce Inc. | CRM | 16,705 | $4.4M | 0.42% |
| 58 | Emcor Group Inc. | EME | 5,686 | $3.5M | 0.33% |
| 59 | Simon PPTY Group | 828806109 | 12,120 | $2.2M | 0.21% |
| 60 | O'Reilly Automotive Inc. | 67103H107 | 11,795 | $1.1M | 0.10% |
| 61 | Qualcomm Inc. | QCOM | 5,698 | $974,813 | 0.09% |
| 62 | Alphabet Class-C Share | GOOG | 2,567 | $805,524 | 0.08% |
| 63 | iShares Bitcoin Trust ETF | IBIT | 13,885 | $689,390 | 0.07% |
| 64 | Victory 500 Index Reward Fd | 903288769 | 8,004 | $662,313 | 0.06% |
| 65 | IShares S&P 500 Index | 464287200 | 873 | $597,952 | 0.06% |
| 66 | Lowe's Companies Inc. | 548661107 | 2,425 | $584,813 | 0.06% |
| 67 | American Tower Corp. | 03027X100 | 2,900 | $509,153 | 0.05% |
| 68 | Fiserv Inc. | FISV | 7,347 | $493,531 | 0.05% |
| 69 | Vanguard Div. Appreciation | 921908844 | 2,200 | $483,516 | 0.05% |
| 70 | UnitedHealth Group Inc. | UNH | 1,420 | $468,756 | 0.04% |
| 71 | Standard & Poors Depository Re | SPY | 674 | $459,614 | 0.04% |
| 72 | Mastercard Inc. | MA | 487 | $278,018 | 0.03% |
| 73 | Coca-Cola Co. | KO | 3,973 | $277,755 | 0.03% |
| 74 | Astrazeneca Plc Adr | AZN | 2,988 | $274,686 | 0.03% |
| 75 | Vanguard Total Etf | 922908769 | 779 | $261,175 | 0.02% |
| 76 | Exxon Mobil Corp. | XOM | 2,098 | $252,557 | 0.02% |
| 77 | McDonald's Corp. | MCD | 772 | $235,946 | 0.02% |
| 78 | Public Storage Pfd | PSA-PS | 12,000 | $223,920 | 0.02% |
| 79 | Intuitive Surgical Inc | ISRG | 388 | $219,747 | 0.02% |
| 80 | First Citizens BancShares Inc | 31946M103 | 100 | $214,618 | 0.02% |
| 81 | Apollo Pfd | APOS | 8,000 | $210,720 | 0.02% |
| 82 | General Dynamics | GD | 625 | $210,412 | 0.02% |
| 83 | Allstate | ALL-PJ | 1,000 | $208,150 | 0.02% |
| 84 | Amgen | AMGN | 631 | $206,532 | 0.02% |
| 85 | JP Morgan PFD | 48125e207 | 8,000 | $201,120 | 0.02% |
| 86 | US Bancorp Pfd | 902973718 | 12,000 | $196,080 | 0.02% |
| 87 | Bank of America Pfd | BAC-PS | 10,000 | $181,400 | 0.02% |
| 88 | Schwab Government Money Inv Fd | 808515613 | 159,740 | $159,740 | 0.02% |
| 89 | Schwab Value Adv MMF | 808515605 | 15,013 | $15,013 | 0.00% |