EdgeMarket › What Ccm Investment Advisers Llc reported owning
What Ccm Investment Advisers Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.0BPositions
93Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| GOOGL Alphabet Inc. | 38.0M | 3.6% | 132.2K | 344.82 | +73.0% |
| NVDA NVIDIA CORP | 36.4M | 3.5% | 208.9K | 214.72 | +22.4% |
| STX Seagate Technology Holdings plc | 36.0M | 3.4% | 92.0K | 850.00 | +436.6% |
| CAT CATERPILLAR INC | 34.6M | 3.3% | 48.9K | 827.90 | +96.8% |
| JBL JABIL INC | 33.0M | 3.2% | 124.4K | 313.21 | +53.5% |
| AAPL Apple Inc. | 31.4M | 3.0% | 123.6K | 309.35 | +36.9% |
| AMZN AMAZON COM INC | 30.8M | 3.0% | 148.1K | 258.63 | +15.6% |
| AVGO Broadcom Inc. | 30.8M | 2.9% | 99.4K | 368.45 | +26.5% |
| AMAT APPLIED MATERIALS INC /DE | 28.9M | 2.8% | 84.5K | 492.32 | +205.9% |
| MSFT MICROSOFT CORP | 25.0M | 2.4% | 67.6K | 483.24 | -4.4% |
| WMT Walmart Inc. | 24.9M | 2.4% | 200.3K | 103.70 | +1.1% |
| NFLX NETFLIX INC | 24.0M | 2.3% | 249.7K | 79.59 | -34.4% |
| CSCO CISCO SYSTEMS, INC. | 22.5M | 2.2% | 289.9K | 111.04 | +65.5% |
| META Meta Platforms, Inc. | 22.4M | 2.1% | 39.2K | 549.90 | -26.5% |
| ETN Eaton Corp plc | 21.7M | 2.1% | 60.7K | 419.20 | +21.1% |
| JPM JPMORGAN CHASE & CO | 21.1M | 2.0% | 71.7K | 351.58 | +20.3% |
| HD HOME DEPOT, INC. | 19.5M | 1.9% | 59.3K | 335.61 | -16.5% |
| MPC Marathon Petroleum Corp | 18.1M | 1.7% | 74.1K | 360.72 | +117.5% |
| MRK Merck & Co., Inc. | 18.0M | 1.7% | 149.5K | 152.55 | +80.2% |
| KLAC KLA CORP | 17.9M | 1.7% | 12.2K | 183.99 | +109.5% |
| unmapped CUSIP 084670702 | 17.3M | 1.7% | 36.0K | — | — |
| BKNG Booking Holdings Inc. | 16.9M | 1.6% | 4.0K | 209.62 | -7.1% |
| PEP PEPSICO INC | 16.7M | 1.6% | 107.3K | 143.48 | -4.8% |
| CB Chubb Ltd | 16.6M | 1.6% | 50.9K | 340.99 | +21.9% |
| EVR Evercore Inc. | 16.4M | 1.6% | 55.0K | 291.89 | -4.1% |
| FCX FREEPORT-MCMORAN INC | 16.4M | 1.6% | 278.4K | 76.66 | +85.6% |
| LMT LOCKHEED MARTIN CORP | 16.3M | 1.6% | 27.0K | 563.57 | +26.4% |
| LLY ELI LILLY & Co | 15.5M | 1.5% | 16.9K | 1,255.40 | +78.0% |
| ABBV AbbVie Inc. | 15.4M | 1.5% | 71.0K | 264.96 | +26.7% |
| AMD ADVANCED MICRO DEVICES INC | 15.0M | 1.4% | 73.9K | 473.25 | +186.5% |
| CRWD CrowdStrike Holdings, Inc. | 15.0M | 1.4% | 38.5K | 191.95 | +83.2% |
| PG PROCTER & GAMBLE Co | 15.0M | 1.4% | 103.9K | 144.68 | -9.3% |
| CVX CHEVRON CORP | 15.0M | 1.4% | 72.3K | 205.27 | +34.0% |
| SO SOUTHERN CO | 14.4M | 1.4% | 149.7K | 88.94 | -6.3% |
| V VISA INC. | 14.3M | 1.4% | 47.2K | 371.04 | +7.9% |
| DUK Duke Energy CORP | 13.9M | 1.3% | 106.2K | 119.85 | -3.7% |
| GM General Motors Co | 13.8M | 1.3% | 185.4K | 87.93 | +54.9% |
| COF CAPITAL ONE FINANCIAL CORP | 13.7M | 1.3% | 74.9K | 217.91 | +1.5% |
| TMO THERMO FISHER SCIENTIFIC INC. | 13.4M | 1.3% | 27.2K | 629.27 | +27.2% |
| SHW SHERWIN WILLIAMS CO | 12.8M | 1.2% | 39.9K | 346.59 | -5.6% |
| SNPS SYNOPSYS INC | 12.3M | 1.2% | 31.1K | 397.87 | -33.8% |
| EQIX EQUINIX INC | 12.2M | 1.2% | 12.5K | 1,065.39 | +37.2% |
| VRTX VERTEX PHARMACEUTICALS INC / MA | 11.6M | 1.1% | 25.9K | 548.05 | +39.0% |
| PLD Prologis, Inc. | 11.5M | 1.1% | 87.4K | 141.80 | +28.7% |
| STT STATE STREET CORP | 10.6M | 1.0% | 83.7K | 187.13 | +67.2% |
| ABT ABBOTT LABORATORIES | 10.4M | 1.0% | 101.8K | 116.64 | -11.9% |
| MDT Medtronic plc | 10.4M | 1.0% | 119.5K | 93.35 | +0.1% |
| FE FIRSTENERGY CORP | 10.3M | 1.0% | 204.0K | 45.96 | +5.5% |
| ORCL ORACLE CORP | 10.0M | 1.0% | 68.2K | 146.47 | -37.7% |
| DIS Walt Disney Co | 9.7M | 0.9% | 100.5K | 107.78 | -7.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →