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The Analysis of CCM INVESTMENT ADVISERS LLC's Holdings & P&L

Currently, CCM INVESTMENT ADVISERS LLC holds 93 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in WM (+29.7K shares, valued at $6.8M), AME (+29.7K shares, valued at $6.4M), N/A (+305.8K shares, valued at $6.0M); decreased their positions in DAL (-120.5K shares, valued at $8.0M), PSX (-42.4K shares, valued at $7.7M), BAC (-126.5K shares, valued at $6.2M); initiated new positions in WM (+29.7K shares, valued at $6.8M), AME (+29.7K shares, valued at $6.4M), N/A (+305.8K shares, valued at $6.0M).

1M P&L

+50.5M+5.59%

3M P&L

+120.0M+14.40%

HY P&L

+213.7M+28.88%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Infrastructure68.0M

10.6%

2Banks - Diversified41.3M

6.5%

3Semiconductor Equipment & Materials38.6M

6.0%

Top Industries by Stock Count

1N/A8 stocks

14.3%

2Software - Infrastructure4 stocks

7.1%

3Semiconductors3 stocks

5.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

Alphabet Inc. Class A Alphabet Inc. Class A132.2K shares-3.33%2026-03-312026-05-20

NVIDIA Corp. NVIDIA Corp.208.9K shares-1.89%2026-03-312026-05-20

Seagate Technology Holdings Seagate Technology Holdings92.0K shares-10.06%2026-03-312026-05-20

CAT Caterpillar Inc Del48.9K shares-4.88%2026-03-312026-05-20

JBL Jabil Circuit, Inc.124.4K shares-5.39%2026-03-312026-05-20

AAPL Apple Inc.123.6K shares-1.83%2026-03-312026-05-20

AMZN Amazon.Com Inc.148.1K shares0.49%2026-03-312026-05-20

Broadcom Inc Broadcom Inc99.4K shares-1.20%2026-03-312026-05-20

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AMAT Applied Materials Inc.84.5K shares-8.45%2026-03-312026-05-20

MSFT Microsoft Corp.67.6K shares5.63%2026-03-312026-05-20

WMT Wal Mart Stores200.3K shares-1.32%2026-03-312026-05-20

Netflix Inc Netflix Inc249.7K shares15.07%2026-03-312026-05-20

CSCO Cisco Systems289.9K shares-1.89%2026-03-312026-05-20

META Meta Platforms Inc.39.2K shares0.52%2026-03-312026-05-20

Eaton Corp. Eaton Corp.60.7K shares-1.32%2026-03-312026-05-20

JPM J. P. Morgan71.7K shares-5.54%2026-03-312026-05-20

Sponsored

HD Home Depot Inc.59.3K shares-0.16%2026-03-312026-05-20

Marathon Pete Corp. Marathon Pete Corp.74.1K shares-2.86%2026-03-312026-05-20

Merck & Co. Merck & Co.149.5K shares-2.09%2026-03-312026-05-20

KLAC KLA-Tencor Corp.12.2K shares-0.43%2026-03-312026-05-20

Berkshire Hathaway Inc. Cl B Berkshire Hathaway Inc. Cl B36.0K shares-0.38%2026-03-312026-05-20

BKNG Booking Holdings Inc.4.0K shares-2.01%2026-03-312026-05-20

PEP Pepsico Inc.107.3K shares-0.13%2026-03-312026-05-20

Chubb Limited Chubb Limited50.9K shares-0.83%2026-03-312026-05-20

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Evercore Inc. Evercore Inc.55.0K shares-1.61%2026-03-312026-05-20

FCX Freeport McMoran Copper & Gold278.4K shares-7.39%2026-03-312026-05-20

LMT Lockheed Martin Corp.27.0K shares-1.63%2026-03-312026-05-20

LLY Eli Lilly & Co16.9K shares-1.38%2026-03-312026-05-20

AbbVie Inc. AbbVie Inc.71.0K shares-2.34%2026-03-312026-05-20

AMD Advanced Micro Devices73.9K shares4.82%2026-03-312026-05-20

CRWD Crowdstrike Hldgs38.5K shares2.28%2026-03-312026-05-20

PG Procter & Gamble103.9K shares0.29%2026-03-312026-05-20

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CVX Chevron Corp.72.3K shares-2.29%2026-03-312026-05-20

SO Southern Company149.7K shares-8.40%2026-03-312026-05-20

Visa Inc. Visa Inc.47.2K shares-0.52%2026-03-312026-05-20

Duke Energy Corp. Duke Energy Corp.106.2K shares2.37%2026-03-312026-05-20

General Motors General Motors185.4K shares-4.06%2026-03-312026-05-20

Capital One Financial Capital One Financial74.9K shares-0.03%2026-03-312026-05-20

TMO Thermo Fisher Scientific27.2K shares-1.95%2026-03-312026-05-20

SHW Sherwin-Williams Co.39.9K shares-0.84%2026-03-312026-05-20

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SNPS Synopsys Corp.31.1K shares23.91%2026-03-312026-05-20

Equinix Inc Equinix Inc12.5K shares3.55%2026-03-312026-05-20

Vertex Pharmctls Inc. Vertex Pharmctls Inc.25.9K shares-1.35%2026-03-312026-05-20

Prologis Inc Prologis Inc87.4K shares-2.47%2026-03-312026-05-20

STT State Street Corp.83.7K shares8.83%2026-03-312026-05-20

ABT Abbott Laboratories101.8K shares-0.82%2026-03-312026-05-20

Medtronic PLC Medtronic PLC119.5K shares-1.60%2026-03-312026-05-20

FE First Energy Corp.204.0K shares-32.99%2026-03-312026-05-20

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ORCL Oracle Systems Corp.68.2K shares74.92%2026-03-312026-05-20

DIS Walt Disney Co.100.5K shares-1.17%2026-03-312026-05-20

PSX Phillips 6652.2K shares-44.83%2026-03-312026-05-20

Lam Research Lam Research42.2K shares-3.92%2026-03-312026-05-20

BAC Bank Of America Corp.179.1K shares-41.40%2026-03-312026-05-20

DAL Delta Air Lines126.6K shares-48.77%2026-03-312026-05-20

MPWR Monolithic Power Systems7.6K shares7.44%2026-03-312026-05-20

WM Waste Management Inc.29.7K sharesnew addition2026-03-312026-05-20

Sponsored

AME Ametek Inc.29.7K sharesnew addition2026-03-312026-05-20

Sumitomo Mitsui Finl Sumitomo Mitsui Finl305.8K sharesnew addition2026-03-312026-05-20

TJX TJX Cos. Inc.33.2K shares-0.60%2026-03-312026-05-20

AEP American Electric Power35.1K sharesnew addition2026-03-312026-05-20

TechnipFMC PLC TechnipFMC PLC62.3K sharesnew addition2026-03-312026-05-20

Emcor Group Inc. Emcor Group Inc.5.2K shares-7.97%2026-03-312026-05-20

CRM SalesForce Inc.14.0K shares-15.97%2026-03-312026-05-20

SPG Simon PPTY Group12.1K shares0.00%2026-03-312026-05-20

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ORLY O'Reilly Automotive Inc.11.8K shares0.13%2026-03-312026-05-20

QCOM Qualcomm Inc.5.2K shares-9.35%2026-03-312026-05-20

Alphabet Class-C Share Alphabet Class-C Share2.3K shares-10.79%2026-03-312026-05-20

Victory 500 Index Reward Fd Victory 500 Index Reward Fd8.0K shares0.24%2026-03-312026-05-20

IVV IShares S&P 500 Index873 shares0.00%2026-03-312026-05-20

IBIT iShares Bitcoin Trust ETF13.9K shares0.00%2026-03-312026-05-20

LOW Lowe's Companies Inc.2.2K shares-9.28%2026-03-312026-05-20

VIG Vanguard Div. Appreciation2.2K shares0.00%2026-03-312026-05-20

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SPY Standard & Poors Depository Re676 shares0.30%2026-03-312026-05-20

Expedia Group, Inc. Expedia Group, Inc.1.7K sharesnew addition2026-03-312026-05-20

Exxon Mobil Corp. Exxon Mobil Corp.2.0K shares-5.72%2026-03-312026-05-20

UNH UnitedHealth Group Inc.1.1K shares-19.65%2026-03-312026-05-20

KO Coca-Cola Co.4.0K shares0.00%2026-03-312026-05-20

Astrazeneca Plc Astrazeneca Plc1.5K sharesnew addition2026-03-312026-05-20

FI Fiserv Inc.5.1K shares-31.20%2026-03-312026-05-20

VTI Vanguard Total Etf779 shares0.00%2026-03-312026-05-20

Sponsored

AMT American Tower Corp.1.4K shares-51.38%2026-03-312026-05-20

Mastercard Inc. Mastercard Inc.482 shares-1.03%2026-03-312026-05-20

MCD McDonald's Corp.772 shares0.00%2026-03-312026-05-20

AMGN Amgen626 shares-0.79%2026-03-312026-05-20

General Dynamics General Dynamics625 shares0.00%2026-03-312026-05-20

Public Storage Pfd Public Storage Pfd12.0K shares0.00%2026-03-312026-05-20

JNJ Johnson & Johnson872 sharesnew addition2026-03-312026-05-20

ALL Allstate1.0K shares0.00%2026-03-312026-05-20

Sponsored

Apollo Pfd Apollo Pfd8.0K shares0.00%2026-03-312026-05-20

PH Parker Hannifin226 sharesnew addition2026-03-312026-05-20

USB-PR US Bancorp Pfd12.0K shares0.00%2026-03-312026-05-20

BAC-PO Bank of America Pfd10.0K shares0.00%2026-03-312026-05-20

Schwab Government Money Inv Fd Schwab Government Money Inv Fd130.8K shares-18.14%2026-03-312026-05-20

Alphabet Inc. Class A

-3.33%

Shares132.2K

Event2026-03-31

Filed2026-05-20

NVIDIA Corp.

-1.89%

Shares208.9K

Event2026-03-31

Filed2026-05-20

Seagate Technology Holdings

-10.06%

Shares92.0K

Event2026-03-31

Filed2026-05-20

CAT

Caterpillar Inc Del

-4.88%

Shares48.9K

Event2026-03-31

Filed2026-05-20

JBL

Jabil Circuit, Inc.

-5.39%

Shares124.4K

Event2026-03-31

Filed2026-05-20

AAPL

Apple Inc.

-1.83%

Shares123.6K

Event2026-03-31

Filed2026-05-20

AMZN

Amazon.Com Inc.

0.49%

Shares148.1K

Event2026-03-31

Filed2026-05-20

Broadcom Inc

-1.20%

Shares99.4K

Event2026-03-31

Filed2026-05-20

AMAT

Applied Materials Inc.

-8.45%

Shares84.5K

Event2026-03-31

Filed2026-05-20

MSFT

Microsoft Corp.

5.63%

Shares67.6K

Event2026-03-31

Filed2026-05-20

WMT

Wal Mart Stores

-1.32%

Shares200.3K

Event2026-03-31

Filed2026-05-20

Netflix Inc

15.07%

Shares249.7K

Event2026-03-31

Filed2026-05-20

CSCO

Cisco Systems

-1.89%

Shares289.9K

Event2026-03-31

Filed2026-05-20