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13F-HR filed by CCM INVESTMENT ADVISERS LLC

CCM INVESTMENT ADVISERS LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-12, with 88 holding rows worth $1,292,386,683.

Accession
0000931097-26-000004
Filed
2026-08-12
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 88 entries on the cover page, a total value of $1,292,386,683 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,292,386,683 with VALUE read as dollars as filed, 13F file number 028-04518. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SEAGATE TECHNOLOGY HLDNGSG7997R103ORD SHS67,221$64,869,208dollars as filed
Applied Materials,Inc.038222105COM78,360$56,654,555dollars as filed
Caterpillar Inc.149123101COM43,761$46,601,771dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM123,100$43,992,482dollars as filed
JABIL INC COM466313103Stock111,392$42,939,677dollars as filed
NVIDIA Corp67066G104COM213,811$42,781,511dollars as filed
KLA CORP482480100COM122,060$36,826,900dollars as filed
Amazon.com, Inc023135106COM154,290$36,773,593dollars as filed
Apple Inc037833100COM126,090$36,485,431dollars as filed
Advanced Micro Devices,Inc.007903107COM60,818$35,329,784dollars as filed
Broadcom Inc.11135F101COM89,855$33,942,973dollars as filed
Cisco Systems,Inc.17275R102COM280,795$32,982,286dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM37,861$28,893,243dollars as filed
Microsoft Corp594918104COM75,315$28,094,082dollars as filed
Eaton Corp. PlcG29183103COM61,900$26,377,076dollars as filed
Home Depot, Inc437076102COM69,252$24,423,936dollars as filed
JPMorgan Chase & Co46625H100COM72,571$23,754,987dollars as filed
Walmart Inc.931142103COM205,985$23,329,921dollars as filed
META PLATFORMS INC CL A30303M102COM41,282$23,253,961dollars as filed
Eli Lilly and Company532457108COM17,861$21,423,187dollars as filed
Netflix, Inc64110L106COM296,709$21,185,022dollars as filed
Booking Holdings Inc.09857L108COM109,709$19,554,590dollars as filed
Merck & Co.,Inc.58933Y105COM149,092$19,158,432dollars as filed
EVERCORE INC CLASS A29977A105Stock55,434$18,927,565dollars as filed
Berkshire Hathaway Inc084670702COM37,657$18,843,186dollars as filed
MARATHON PETE CORP COM56585A102Stock72,639$18,571,741dollars as filed
AbbVie,Inc.00287Y109COM73,525$18,501,903dollars as filed
Procter & Gamble Co742718109COM125,339$18,379,808dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock288,183$18,123,841dollars as filed
SYNOPSYS INC COM871607107Stock40,541$18,084,123dollars as filed
Chubb LimitedH1467J104COM52,301$17,821,196dollars as filed
CAPITAL ONE FINL CORP14040H105COM85,446$17,142,328dollars as filed
Lockheed Martin Corporation539830109COM33,571$17,103,437dollars as filed
Visa Inc92826C839COM48,529$16,649,908dollars as filed
Waste Management, Inc.94106L109COM74,059$16,506,357dollars as filed
STATE STR CORP COM857477103Stock96,345$16,340,129dollars as filed
SUMITOMO MITSUI FIN GRP INC86562M209SPONSORED ADR677,598$15,977,760dollars as filed
GENERAL MTRS CO COM37045V100Stock201,149$15,504,617dollars as filed
SHERWIN WILLIAMS CO824348106COM44,296$15,252,301dollars as filed
PepsiCo,Inc.713448108COM111,757$15,131,912dollars as filed
Southern Company842587107COM153,814$14,721,601dollars as filed
Thermo Fisher Scientific Inc.883556102COM28,029$14,052,687dollars as filed
AMETEK INC COM031100100Stock57,333$13,871,169dollars as filed
Duke Energy Corporation26441C204COM107,967$13,666,580dollars as filed
EQUINIX INC COM29444U700REIT12,820$13,363,846dollars as filed
MONOLITHIC PWR SYS INC COM609839105Stock9,568$13,226,457dollars as filed
Prologis,Inc.74340W103COM96,993$13,139,751dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM26,270$13,049,097dollars as filed
Chevron Corporation166764100COM74,118$12,285,907dollars as filed
Oracle Corporation68389X105COM79,842$11,700,916dollars as filed
Walt Disney Co254687106COM113,896$10,962,511dollars as filed
Medtronic PlcG5960L103COM138,065$10,800,828dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock78,254$10,706,026dollars as filed
Abbott Laboratories002824100COM108,988$9,889,595dollars as filed
Lam Research Corporation512807306COM22,710$9,840,924dollars as filed
TECHNIPFMC PLC COMG87110105Stock142,912$9,475,074dollars as filed
TJX Companies Inc872540109COM31,947$4,839,970dollars as filed
PHILLIPS 66 COM718546104Stock23,702$4,006,823dollars as filed
DELTA AIR LINES INC COM NEW247361702Stock40,788$3,820,204dollars as filed
FIRSTENERGY CORP337932107COM71,707$3,408,950dollars as filed
EMCOR GROUP INC COM29084Q100Stock3,804$3,156,863dollars as filed
Bank of America Corp060505104COM50,928$2,901,877dollars as filed
SIMON PPTY GROUP INC NEW COM828806109REIT12,120$2,710,638dollars as filed
Salesforce.com, Inc79466L302COM7,000$1,096,620dollars as filed
OREILLY AUTOMOTIVE INC COM67103H107Stock11,795$1,086,201dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,290$809,125dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS738$552,680dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS2,200$520,564dollars as filed
Lowes Companies,Inc.548661107COM2,185$481,770dollars as filed
SPY78462F103SHS644$480,919dollars as filed
UnitedHealth Group Inc91324P102COM1,131$470,077dollars as filed
IShares Bitcoin Trust Registered46438F101SHS13,885$462,231dollars as filed
Johnson & Johnson478160104COM1,463$371,753dollars as filed
DELL INC24702R101COM808$348,619dollars as filed
BLOOM ENERGY CORP093712107COM1,100$332,970dollars as filed
iShares Russell 2000 ETF464287655SHS1,062$319,077dollars as filed
Coca-Cola Company191216100COM3,737$303,709dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF1,235$299,401dollars as filed
VTI922908769COM779$288,261dollars as filed
ASTRAZENECA PLC ORDG0593M107ADR1,450$274,949dollars as filed
EXXON MOBIL CORP30231G102COM1,968$269,160dollars as filed
ALLSTATE CORP COM020002101Stock1,000$237,940dollars as filed
Amgen Inc.031162100COM616$223,065dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock625$221,400dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock226$221,055dollars as filed
MasterCard, Inc57636Q104COM409$210,062dollars as filed
FIRST CTZNS BANCSHARES INC DEL CL A31946M103Stock100$208,079dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK5,042$207,982dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0000931097-26-000004this filing2026-08-12acceptance time not in the bulk data set