CCM INVESTMENT ADVISERS LLC

Q1 2026 13F-HR Holdings

Location
Columbia, SC
Holdings as of
3/31/2026
Date filed
5/20/2026
Form type
13F-HR
Num holdings
93
Total value ($000)
$1,044,671
Net value change ($000)
-70 (-0.0%)
New positions
9
Sold out positions
5
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
STX 7,871 27.9%
WM 6,822 NEW
AME 6,369 NEW
SMFG 6,039 NEW
MPC 5,690 45.9%
CAT 5,187 17.6%
AMAT 5,162 21.8%
AEP 4,602 NEW
TechnipFMC PLC 4,307 NEW
CVX 3,681 32.6%
Top Reduces (Value $000, Stocks/ETFs)
DAL -8,734 -50.9%
BAC -8,078 -48.1%
MSFT -5,926 -19.1%
BKNG -5,025 -23.0%
GOOGL -4,788 -11.2%
COF -4,493 -24.8%
AVGO -4,057 -11.6%
JPM -3,369 -13.8%
META -3,313 -12.9%
FE -3,296 -24.2%
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