CCM INVESTMENT ADVISERS LLC
Top Portfolio Positions
80 positions ·
$1,019,216,035 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
132,216 | $38,020,032 | 3.73% |
| NVDA |
Nvidia Corp
Technology
|
208,946 | $36,440,182 | 3.58% |
| STX |
Seagate Technology Holdings plc
Technology
|
91,988 | $36,037,218 | 3.54% |
| CAT |
Caterpillar Inc
Industrials
|
48,856 | $34,612,521 | 3.40% |
| JBL |
Jabil Inc
Technology
|
124,388 | $33,041,184 | 3.24% |
| AAPL |
Apple Inc.
Technology
|
123,594 | $31,366,921 | 3.08% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
148,120 | $30,848,952 | 3.03% |
| AVGO |
Broadcom Inc.
Technology
|
99,446 | $30,779,531 | 3.02% |
| AMAT |
Applied Materials Inc /De
Technology
|
84,532 | $28,892,192 | 2.83% |
| MSFT |
Microsoft Corp
Technology
|
67,596 | $25,022,011 | 2.46% |
Holdings in CSCO
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,489,849 | 289,855 | Shares | Sole | 2026-05-20 | |
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