CCM INVESTMENT ADVISERS LLC

Q4 2025 13F-HR Holdings

Location
Columbia, SC
Holdings as of
12/31/2025
Date filed
1/12/2026
Form type
13F-HR
Num holdings
89
Total value ($000)
$1,044,741
Net value change ($000)
+29,480 (2.9%)
New positions
5
Sold out positions
9
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/10/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
STT 9,918 NEW
GOOGL 7,092 19.9%
LLY 5,027 37.6%
AMD 3,969 35.6%
FCX 3,681 31.8%
CAT 3,078 11.7%
MRK 2,919 22.2%
KLAC 2,768 22.9%
AMAT 2,636 12.5%
DAL 2,541 17.4%
Top Reduces (Value $000, Stocks/ETFs)
FISV -9,065 -94.8%
ORCL -6,393 -45.7%
NFLX -3,950 -16.3%
ETN -3,352 -14.6%
MSFT -2,752 -8.2%
MPC -2,217 -15.2%
HD -2,200 -9.7%
META -2,110 -7.6%
EME -1,901 -35.3%
AVGO -1,286 -3.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type