Holdings
Ccm Investment Advisers LLC
As of Jun 30, 2026, Ccm Investment Advisers LLC reported 72 positions worth US$1.16B. Largest: Applied Materials, Inc., Caterpillar, Inc. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Applied Materials, Inc. | 78,360 | US$56.7M | −6,172 | Jun 30, 2026 |
| Caterpillar, Inc. | 43,761 | US$46.6M | −5,095 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 125K | US$44.8M | −9,136 | Jun 30, 2026 |
| Jabil Inc. | 111K | US$42.9M | −12,996 | Jun 30, 2026 |
| Nvidia Corporation | 214K | US$42.8M | +4,865 | Jun 30, 2026 |
| Kla Corporation | 122K | US$36.8M | +110K | Jun 30, 2026 |
| Amazon.com, Inc. | 154K | US$36.8M | +6,170 | Jun 30, 2026 |
| Apple Inc | 126K | US$36.5M | +2,496 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 60,818 | US$35.3M | −13,103 | Jun 30, 2026 |
| Broadcom Inc. | 89,855 | US$33.9M | −9,591 | Jun 30, 2026 |