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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

CCM INVESTMENT GROUP, LLC

Quarter ended Q1 2025 · Filed May 12, 2025 · Accession 0002067069-25-000001

Total Value
$945.8M
Positions
207
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (207)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46435G3261,435,325$99.7M10.54%
2VANGUARD TAX-MANAGED FDS9219438581,896,362$97.2M10.27%
3AMERICAN CENTY ETF TR0250728771,011,401$88.1M9.32%
4VANGUARD INTL EQUITY INDEX F9220428581,263,963$57.3M6.06%
5AMERICAN CENTY ETF TR0250723561,200,779$51.4M5.44%
6AMERICAN CENTY ETF TR025072802715,192$50.4M5.33%
7AMERICAN CENTY ETF TR025072372796,318$37.8M3.99%
8APPLE INCAAPL98,796$21.5M2.28%
9EXXON MOBIL CORPXOM81,231$9.6M1.01%
10JOHNSON & JOHNSONJNJ50,917$8.3M0.88%
11PROCTER AND GAMBLE CO74271810947,940$8.1M0.85%
12PHILIP MORRIS INTL INC71817210949,249$7.6M0.81%
13CHEVRON CORP NEWCVX45,838$7.6M0.80%
14AT&T INCT-PC255,378$7.2M0.76%
15HOME DEPOT INCHD19,537$7.0M0.74%
16CISCO SYS INCCSCO108,620$6.6M0.70%
17ABBVIE INCABBV31,860$6.5M0.69%
18COMCAST CORP NEWCCZ176,211$6.5M0.68%
19ALTRIA GROUP INCMO104,403$6.1M0.64%
20THE CIGNA GROUP12552310018,677$6.1M0.64%
21AMGEN INCAMGN19,747$6.1M0.64%
22CONOCOPHILLIPSCOP58,493$6.0M0.63%
23MCKESSON CORPMCK8,856$5.9M0.63%
24CATERPILLAR INCCAT17,751$5.9M0.62%
25PFIZER INCPFE228,990$5.8M0.61%
26UNION PAC CORPUNP24,810$5.8M0.61%
27BRISTOL-MYERS SQUIBB COCELG-RI95,768$5.7M0.61%
28COCA COLA COKO81,289$5.7M0.60%
29GILEAD SCIENCES INCGILD51,019$5.7M0.60%
30MERCK & CO INCMRK63,576$5.7M0.60%
31MEDTRONIC PLCMDT62,546$5.5M0.58%
32UNITED PARCEL SERVICE INCUPS49,859$5.5M0.58%
33LOCKHEED MARTIN CORPLMT12,327$5.4M0.58%
34EOG RES INCEOG42,137$5.3M0.56%
35LOWES COS INC54866110723,289$5.3M0.56%
36HONEYWELL INTL INC43851610625,258$5.3M0.56%
37HCA HEALTHCARE INCHCA15,211$5.2M0.55%
38PEPSICO INCPEP34,594$5.2M0.55%
39BOOKING HOLDINGS INCBKNG1,111$5.1M0.54%
403M COMMM35,495$5.1M0.54%
41PHILLIPS 66PSX41,683$5.1M0.54%
42LAM RESEARCH CORPLRCX68,739$5.0M0.53%
43COLGATE PALMOLIVE COCL53,559$5.0M0.53%
44AUTOZONE INCAZO1,276$4.8M0.51%
45MARATHON PETE CORPMARA32,971$4.8M0.50%
46CSX CORPCSX160,667$4.7M0.49%
47OREILLY AUTOMOTIVE INC67103H1073,317$4.7M0.49%
48VALERO ENERGY CORPVLO35,347$4.6M0.49%
49ELEVANCE HEALTH INCELV10,706$4.6M0.49%
50ILLINOIS TOOL WKS INC45230810918,477$4.5M0.48%
51MCDONALDS CORPMCD14,666$4.5M0.48%
52TARGET CORPTGT39,240$4.1M0.43%
53GENERAL DYNAMICS CORPGD14,791$4.0M0.42%
54NORTHROP GRUMMAN CORPNOC7,689$3.9M0.42%
55KIMBERLY-CLARK CORPKMB27,166$3.8M0.40%
56ANALOG DEVICES INCADI17,719$3.6M0.38%
57APPLIED MATLS INC03822210523,892$3.5M0.37%
58NEWMONT CORPNEMCL70,628$3.4M0.36%
59KINDER MORGAN INC DELEP-PC113,793$3.2M0.34%
60HP INCHPQ113,174$3.2M0.33%
61GENERAL MLS INC37033410452,315$3.1M0.33%
62NORFOLK SOUTHN CORP65584410812,638$2.9M0.31%
63CARDINAL HEALTH INCCAH21,258$2.9M0.31%
64CHARTER COMMUNICATIONS INC N16119P1087,859$2.9M0.31%
65EBAY INC.EBAY42,867$2.9M0.30%
66DOW INCDOW83,284$2.9M0.30%
67L3HARRIS TECHNOLOGIES INCLHX13,761$2.9M0.30%
68CENTENE CORP DELCNC46,143$2.8M0.29%
69COGNIZANT TECHNOLOGY SOLUTIOCTSH35,417$2.7M0.28%
70EMERSON ELEC COEMR23,836$2.6M0.27%
71JOHNSON CTLS INTL PLCG5150210531,467$2.5M0.27%
72OCCIDENTAL PETE CORP67459910549,868$2.4M0.26%
73LENNAR CORPLEN-B21,161$2.4M0.25%
74FERGUSON ENTERPRISES INCFERG14,807$2.4M0.25%
75DEVON ENERGY CORP NEW25179M10363,128$2.3M0.25%
76COTERRA ENERGY INCCTRA78,893$2.3M0.24%
77KRAFT HEINZ COKHC74,582$2.3M0.24%
78YUM BRANDS INCYUM14,189$2.2M0.23%
79SYSCO CORPSYY28,829$2.1M0.23%
80KROGER COKR31,588$2.1M0.22%
81D R HORTON INC23331A10916,637$2.1M0.22%
82INTERNATIONAL PAPER CO46014610337,390$2.0M0.21%
83ARCHER DANIELS MIDLAND COADM41,454$2.0M0.21%
84STEEL DYNAMICS INCSTLD16,016$2.0M0.21%
85CUMMINS INCCMI6,228$2.0M0.21%
86NVR INCNVR266$1.9M0.20%
87LYONDELLBASELL INDUSTRIES NLYB26,653$1.9M0.20%
88EXPEDITORS INTL WASH INC30213010915,157$1.8M0.19%
89PULTE GROUP INC74586710117,399$1.8M0.19%
90BEST BUY INCBBY24,053$1.7M0.18%
91ELECTRONIC ARTS INCEA11,264$1.6M0.17%
92BUILDERS FIRSTSOURCE INCBLDR12,869$1.6M0.17%
93ULTA BEAUTY INCULTA4,310$1.5M0.16%
94OMNICOM GROUP INCOMC18,983$1.5M0.16%
95BAKER HUGHES COMPANYBKR35,236$1.5M0.16%
96QUEST DIAGNOSTICS INCDGX9,040$1.5M0.16%
97VERISIGN INCVRSN6,028$1.5M0.16%
98KEURIG DR PEPPER INCKDP44,200$1.5M0.16%
99DARDEN RESTAURANTS INCDRI7,194$1.5M0.16%
100CARLISLE COS INC1423391004,184$1.4M0.15%
101RELIANCE INCRS4,998$1.4M0.15%
102MASCO CORPMAS20,246$1.4M0.15%
103CLOROX CO DELCLX9,143$1.3M0.14%
104TEXTRON INCTXT18,292$1.3M0.14%
105NETAPP INCNTAP14,935$1.3M0.14%
106CF INDS HLDGS INC12526910016,809$1.3M0.14%
107TAPESTRY INCTPR17,665$1.2M0.13%
108GENUINE PARTS COGPC10,439$1.2M0.13%
109WILLIAMS SONOMA INCWSM7,725$1.2M0.13%
110TYSON FOODS INCTSN19,525$1.2M0.13%
111FOX CORPFOX22,041$1.2M0.13%
112LABCORP HOLDINGS INCLH5,233$1.2M0.13%
113AMCOR PLCAMCCF118,186$1.1M0.12%
114C H ROBINSON WORLDWIDE INCCHRW10,866$1.1M0.12%
115AMDOCS LTDDOX11,740$1.1M0.11%
116METTLER TOLEDO INTERNATIONALMTD900$1.1M0.11%
117LKQ CORPLKQ25,014$1.0M0.11%
118SMUCKER J M CO8326964058,447$982,5550.10%
119EASTMAN CHEM COEMN10,956$953,7200.10%
120SKYWORKS SOLUTIONS INCSWKS14,873$953,6570.10%
121MOSAIC CO NEWMOS33,745$919,5510.10%
122INTERPUBLIC GROUP COS INCINTR34,502$907,0580.10%
123DICKS SPORTING GOODS INC2533931024,464$901,5940.10%
124SNAP ON INCSNA2,725$897,3700.09%
125HALLIBURTON COHAL35,762$896,5530.09%
126TOLL BROTHERS INCTOL8,460$888,9770.09%
127ALBERTSONS COS INC01309110340,255$870,3130.09%
128CONAGRA BRANDS INCCAG32,169$854,0870.09%
129BLOCK H & R INCBSQKZ15,614$844,7170.09%
130UNIVERSAL HLTH SVCS INC9139031004,500$837,8100.09%
131OVINTIV INCOVV19,609$827,8920.09%
132OWENS CORNING NEWOC5,737$818,2680.09%
133SERVICE CORP INTL81756510410,237$816,8100.09%
134PACKAGING CORP AMER6951561094,136$808,5880.09%
135AECOMACM8,726$807,5040.09%
136CDW CORPCDW4,943$798,3440.08%
137HOLOGIC INCHOLX12,936$793,2360.08%
138QORVO INCQRVO10,985$785,4280.08%
139BATH & BODY WORKS INCBBWI24,695$764,3100.08%
140SMITH A OAOS11,485$753,5310.08%
141NEXSTAR BROADCASTING GROUP INXST4,266$752,7360.08%
142CHORD ENERGY CORPORATIONCHRD6,697$748,2560.08%
143DAVITA INCDVA4,684$703,6300.07%
144MANPOWERGROUP INCMAN11,965$701,8670.07%
145PREMIER INCPREM36,540$699,3760.07%
146MURPHY USA INCMUSA1,466$674,9170.07%
147ROBERT HALF INTL INCRHI12,518$674,4700.07%
148FOX CORPFOX12,972$655,3450.07%
149MSC INDL DIRECT INC5535301068,351$648,7890.07%
150BOOZ ALLEN HAMILTON HLDG CORBAH6,061$638,1020.07%
151LOUISIANA PAC CORPLPX6,915$633,0680.07%
152WHIRLPOOL CORPWHR-PA7,020$628,3600.07%
153ANTERO MIDSTREAM CORPAM34,891$625,9450.07%
154GRAND CANYON ED INCLOPE3,518$615,4390.07%
155JABIL INCJBL4,501$612,0910.06%
156ARROW ELECTRS INC0427351005,888$610,6440.06%
157CROCS INCCROX5,718$606,0510.06%
158COLUMBIA SPORTSWEAR COCOLM7,757$584,1020.06%
159RALPH LAUREN CORPRL2,708$584,0610.06%
160GENTEX CORPGNTX24,455$572,2470.06%
161TEMPUR SEALY INTL INCSGI9,698$565,7810.06%
162FORTUNE BRANDS HOME & SEC INFBIN9,185$558,6320.06%
163ALLISON TRANSMISSION HLDGS IALSN5,789$556,0910.06%
164MACYS INC55616P10442,834$548,7040.06%
165DROPBOX INCDBX20,533$545,3560.06%
166SCIENCE APPLICATNS INTL CP N8086251074,841$544,7580.06%
167TERADYNE INCTER6,495$537,6560.06%
168F M C CORPFMC12,805$533,0720.06%
169DILLARDS INC2540671011,482$531,4160.06%
170CROWN HOLDINGS INCCCK5,917$521,8790.06%
171LANDSTAR SYS INCLSTR3,460$509,9000.05%
172AUTONATION INCAN3,189$507,3060.05%
173SOUTHERN COPPER CORPSCCO5,223$491,6680.05%
174ALLEGION PLCALLE3,831$491,4790.05%
175POOL CORPPOOL1,558$490,6450.05%
176LENNAR CORPLEN-B4,469$484,1270.05%
177EAGLE MATERIALS INC26969P1082,165$478,4000.05%
178PVH CORPPVH7,382$477,5420.05%
179FLOWERS FOODS INCFLO25,213$476,0210.05%
180BRUNSWICK CORPBC-PC8,858$473,8140.05%
181NEWMARKET CORPNEU836$461,6140.05%
182DXC TECHNOLOGY CODXC26,544$453,3720.05%
183HORMEL FOODS CORPHRL14,480$439,6130.05%
184TRAVEL PLUS LEISURE CO8941641029,287$431,2880.05%
185TORO COTORO5,696$415,2380.04%
186CIVITAS RESOURCES INC17888H10311,781$412,5710.04%
187HUNTINGTON INGALLS INDS INC4464131061,984$407,3550.04%
188BOYD GAMING CORPBYD6,047$400,6140.04%
189GENPACT LIMITEDG7,936$396,8000.04%
190INGREDION INCINGR2,932$395,7910.04%
191LINCOLN ELEC HLDGS INC5339001062,074$393,1060.04%
192ACUITY BRANDS INCAYI1,488$389,8110.04%
193BORGWARNER INCBWA13,544$381,8050.04%
194SONOCO PRODS CO8354951027,613$355,5270.04%
195MOHAWK INDS INC6081901042,981$339,0590.04%
196THE CAMPBELLS COMPANYCPB8,509$337,9770.04%
197POST HLDGS INCPOST2,905$334,3660.04%
198SCOTTS MIRACLE GRO COSMG6,028$330,0930.03%
199MARRIOTT VACATIONS WRLDWDE CVAC4,727$312,6910.03%
200NEWELL RUBBERMAID INCNWL47,823$305,5890.03%
201DOLBY LABORATORIES INCDLB3,780$302,0600.03%
202PENSKE AUTOMOTIVE GRP INC70959W1032,101$296,8920.03%
203KBR INCKBR5,866$295,3530.03%
204HARLEY DAVIDSON INCHOG11,208$281,7690.03%
205V F CORPVFC16,472$258,4460.03%
206AGCO CORPAGCO2,536$237,1920.03%
207SEALED AIR CORP NEWSE7,582$219,8780.02%