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Institutional

CCM INVESTMENT GROUP, LLC

CIK 0002067069
$945.8M
Reported AUM
207
Positions
Q1 2025
Period
2025-05-12
Filed

Editorial summary

Summary for CCM INVESTMENT GROUP, LLC · Q1 2025 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q1 2025

IDEV$99.7MVEA$97.2MAVUV$88.1MVWO$57.3MAVRE$51.4MAVDV$50.4MAVESAAPLOther$408.9MCL

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1IDEVISHARES TR$91.152.54%26.21%54.47%$99.7M10.54%HELD
2VEAVANGUARD TAX-MANAGED FDS$71.093.10%30.57%58.27%$97.2M10.27%HELD
3AVUVAMERICAN CENTY ETF TR$125.240.10%40.12%79.72%$88.1M9.32%HELD
4VWOVANGUARD INTL EQUITY INDEX F$58.192.23%20.53%30.20%$57.3M6.06%HELD
5AVREAMERICAN CENTY ETF TR$49.07-0.37%16.14%8.03%$51.4M5.44%HELD
6AVDVAMERICAN CENTY ETF TR$105.142.86%31.10%83.17%$50.4M5.33%HELD
7AVESAMERICAN CENTY ETF TR$62.713.26%18.80%45.63%$37.8M3.99%HELD
8AAPLAPPLE INC$333.43-1.41%65.41%124.96%$21.5M2.28%HELD
9XOMEXXON MOBIL CORP$156.970.14%47.45%240.22%$9.6M1.01%HELD
10JNJJOHNSON & JOHNSON$255.82-3.66%56.99%69.37%$8.3M0.88%HELD
11PGPROCTER AND GAMBLE CO$143.96-1.46%-1.63%14.96%$8.1M0.85%HELD
12PMPHILIP MORRIS INTL INC$192.00-3.25%22.25%135.79%$7.6M0.81%HELD
13CVXCHEVRON CORP NEW$192.310.23%31.24%138.73%$7.6M0.80%HELD
14TAT&T INC$23.21-3.05%-12.59%51.24%$7.2M0.76%HELD
15HDHOME DEPOT INC$333.35-1.45%-8.42%15.74%$7.0M0.74%HELD
16CSCOCISCO SYS INC$113.560.96%71.43%119.60%$6.6M0.70%HELD
17ABBVABBVIE INC$257.41-2.24%36.96%157.96%$6.5M0.69%HELD
18CMCSACOMCAST CORP NEW$23.67-3.82%-18.58%-51.01%$6.5M0.68%HELD
19MOALTRIA GROUP INC$67.94-9.32%17.43%99.06%$6.1M0.64%HELD
20CITHE CIGNA GROUP$287.66-2.97%12.13%49.02%$6.1M0.64%HELD
21AMGNAMGEN INC$387.640.00%34.50%99.65%$6.1M0.64%HELD
22COPCONOCOPHILLIPS$119.030.82%32.57%154.25%$6.0M0.63%HELD
23MCKMCKESSON CORP$865.51-2.59%24.54%335.23%$5.9M0.63%HELD
24CATCATERPILLAR INC$809.143.38%90.45%318.17%$5.9M0.62%HELD
25PFEPFIZER INC$24.91-0.95%14.58%-28.87%$5.8M0.61%HELD
26UNPUNION PAC CORP$289.46-0.93%34.09%47.81%$5.8M0.61%HELD
27BMYBRISTOL-MYERS SQUIBB CO$64.862.79%49.51%15.83%$5.7M0.61%HELD
28KOCOCA COLA CO$88.49-0.66%30.56%80.02%$5.7M0.60%HELD
29GILDGILEAD SCIENCES INC$131.28-1.09%20.33%118.88%$5.7M0.60%HELD
30MRKMERCK & CO INC$129.79-0.44%66.99%96.29%$5.7M0.60%HELD
31MDTMEDTRONIC PLC$85.71-2.09%$5.5M0.58%HELD
32UPSUNITED PARCEL SERVICE INC$105.270.68%$5.5M0.58%HELD
33LMTLOCKHEED MARTIN CORP$574.110.86%$5.4M0.58%HELD
34EOGEOG RES INC$145.51-0.29%$5.3M0.56%HELD
35LOWLOWES COS INC$210.08-2.60%$5.3M0.56%HELD
36HONHONEYWELL INTL INC$241.910.33%$5.3M0.56%HELD
37HCAHCA HEALTHCARE INC$395.79-3.04%$5.2M0.55%HELD
38PEPPEPSICO INC$140.20-2.30%$5.2M0.55%HELD
39BKNGBOOKING HOLDINGS INC$193.24-4.00%$5.1M0.54%HELD
40MMM3M CO$176.07-1.06%$5.1M0.54%HELD
41PSXPHILLIPS 66$210.601.83%$5.1M0.54%HELD
42LRCXLAM RESEARCH CORP$297.7217.98%$5.0M0.53%HELD
43CLCOLGATE PALMOLIVE CO$91.60-2.02%$5.0M0.53%HELD
44AZOAUTOZONE INC$3006.57-4.32%$4.8M0.51%HELD
45MPCMARATHON PETE CORP$314.081.74%$4.8M0.50%HELD
46CSXCSX CORP$50.19-1.08%$4.7M0.49%HELD
47ORLYOREILLY AUTOMOTIVE INC$87.36-3.61%$4.7M0.49%HELD
48VLOVALERO ENERGY CORP$311.713.45%$4.6M0.49%HELD
49ELVELEVANCE HEALTH INC$376.400.11%$4.6M0.49%HELD
50ITWILLINOIS TOOL WKS INC$283.70-2.99%$4.5M0.48%HELD
51MCDMCDONALDS CORP$268.44-1.13%$4.5M0.48%HELD
52TGTTARGET CORP$144.51-0.95%$4.1M0.43%HELD
53GDGENERAL DYNAMICS CORP$382.200.33%$4.0M0.42%HELD
54NOCNORTHROP GRUMMAN CORP$534.85-0.04%$3.9M0.42%HELD
55KMBKIMBERLY-CLARK CORP$110.19-2.67%$3.8M0.40%HELD
56ADIANALOG DEVICES INC$366.673.76%$3.6M0.38%HELD
57AMATAPPLIED MATLS INC$501.7714.97%$3.5M0.37%HELD
58NEMNEWMONT CORP$95.764.84%$3.4M0.36%HELD
59KMIKINDER MORGAN INC DEL$31.66-0.60%$3.2M0.34%HELD
60HPQHP INC$26.86-5.46%$3.2M0.33%HELD
61GISGENERAL MLS INC$36.42-3.96%$3.1M0.33%HELD
62NSCNORFOLK SOUTHN CORP$333.93-0.54%$2.9M0.31%HELD
63CAHCARDINAL HEALTH INC$227.07-0.89%$2.9M0.31%HELD
64CHTRCHARTER COMMUNICATIONS INC N$142.00-2.20%$2.9M0.31%HELD
65EBAYEBAY INC.$113.52-1.54%$2.9M0.30%HELD
66DOWDOW INC$30.09-1.18%$2.9M0.30%HELD
67LHXL3HARRIS TECHNOLOGIES INC$271.90-8.61%$2.9M0.30%HELD
68CNCCENTENE CORP DEL$60.84-1.59%$2.8M0.29%HELD
69CTSHCOGNIZANT TECHNOLOGY SOLUTIO$53.90-3.70%$2.7M0.28%HELD
70EMREMERSON ELEC CO$148.642.00%$2.6M0.27%HELD
71JCIJOHNSON CTLS INTL PLC$143.883.20%$2.5M0.27%HELD
72OXYOCCIDENTAL PETE CORP$55.95-0.14%$2.4M0.26%HELD
73LENLENNAR CORP$83.75-0.96%$2.4M0.25%HELD
74FERGFERGUSON ENTERPRISES INC$226.360.07%$2.4M0.25%HELD
75DVNDEVON ENERGY CORP NEW$44.17-0.65%$2.3M0.25%HELD
76CTRACOTERRA ENERGY INC$2.3M0.24%HELD
77KHCKRAFT HEINZ CO$26.38-4.49%$2.3M0.24%HELD
78YUMYUM BRANDS INC$157.003.34%$2.2M0.23%HELD
79SYYSYSCO CORP$84.71-0.71%$2.1M0.23%HELD
80KRKROGER CO$57.86-3.36%$2.1M0.22%HELD
81DHID R HORTON INC$145.53-1.11%$2.1M0.22%HELD
82IPINTERNATIONAL PAPER CO$43.151.20%$2.0M0.21%HELD
83ADMARCHER DANIELS MIDLAND CO$80.610.29%$2.0M0.21%HELD
84STLDSTEEL DYNAMICS INC$252.500.06%$2.0M0.21%HELD
85CMICUMMINS INC$632.984.45%$2.0M0.21%HELD
86NVRNVR INC$6288.68-1.46%$1.9M0.20%HELD
87LYBLYONDELLBASELL INDUSTRIES N$60.44-0.08%$1.9M0.20%HELD
88EXPDEXPEDITORS INTL WASH INC$167.01-1.83%$1.8M0.19%HELD
89PHMPULTE GROUP INC$128.74-2.70%$1.8M0.19%HELD
90BBYBEST BUY INC$87.82-2.61%$1.7M0.18%HELD
91EAELECTRONIC ARTS INC$209.590.33%$1.6M0.17%HELD
92BLDRBUILDERS FIRSTSOURCE INC$66.01-2.58%$1.6M0.17%HELD
93ULTAULTA BEAUTY INC$516.731.70%$1.5M0.16%HELD
94OMCOMNICOM GROUP INC$79.61-3.60%$1.5M0.16%HELD
95BKRBAKER HUGHES COMPANY$59.902.01%$1.5M0.16%HELD
96DGXQUEST DIAGNOSTICS INC$234.30-0.39%$1.5M0.16%HELD
97VRSNVERISIGN INC$286.58-1.49%$1.5M0.16%HELD
98KDPKEURIG DR PEPPER INC$31.570.38%$1.5M0.16%HELD
99DRIDARDEN RESTAURANTS INC$206.97-2.48%$1.5M0.16%HELD
100CSLCARLISLE COS INC$369.8810.56%$1.4M0.15%HELD
101RSRELIANCE INC$1.4M0.15%HELD
102MASMASCO CORP$1.4M0.15%HELD
103CLXCLOROX CO DEL$1.3M0.14%HELD
104TXTTEXTRON INC$1.3M0.14%HELD
105NTAPNETAPP INC$1.3M0.14%HELD
106CFCF INDS HLDGS INC$1.3M0.14%HELD
107TPRTAPESTRY INC$1.2M0.13%HELD
108GPCGENUINE PARTS CO$1.2M0.13%HELD
109WSMWILLIAMS SONOMA INC$1.2M0.13%HELD
110TSNTYSON FOODS INC$1.2M0.13%HELD
111FOXAFOX CORP$1.2M0.13%HELD
112LHLABCORP HOLDINGS INC$1.2M0.13%HELD
113AMCRAMCOR PLC$1.1M0.12%HELD
114CHRWC H ROBINSON WORLDWIDE INC$1.1M0.12%HELD
115DOXAMDOCS LTD$1.1M0.11%HELD
116MTDMETTLER TOLEDO INTERNATIONAL$1.1M0.11%HELD
117LKQLKQ CORP$1.0M0.11%HELD
118SJMSMUCKER J M CO$983K0.10%HELD
119EMNEASTMAN CHEM CO$954K0.10%HELD
120SWKSSKYWORKS SOLUTIONS INC$954K0.10%HELD
121MOSMOSAIC CO NEW$920K0.10%HELD
122IPGINTERPUBLIC GROUP COS INC$907K0.10%HELD
123DKSDICKS SPORTING GOODS INC$902K0.10%HELD
124SNASNAP ON INC$897K0.09%HELD
125HALHALLIBURTON CO$897K0.09%HELD
126TOLTOLL BROTHERS INC$889K0.09%HELD
127ACIALBERTSONS COS INC$870K0.09%HELD
128CAGCONAGRA BRANDS INC$854K0.09%HELD
129HRBBLOCK H & R INC$845K0.09%HELD
130UHSUNIVERSAL HLTH SVCS INC$838K0.09%HELD
131OVVOVINTIV INC$828K0.09%HELD
132OCOWENS CORNING NEW$818K0.09%HELD
133SCISERVICE CORP INTL$817K0.09%HELD
134PKGPACKAGING CORP AMER$809K0.09%HELD
135ACMAECOM$808K0.09%HELD
136CDWCDW CORP$798K0.08%HELD
137HO1HOLOGIC INC$793K0.08%HELD
138QRVOQORVO INC$785K0.08%HELD
139BBWIBATH & BODY WORKS INC$764K0.08%HELD
140AOSSMITH A O$754K0.08%HELD
141NXSTNEXSTAR BROADCASTING GROUP I$753K0.08%HELD
142CHRDCHORD ENERGY CORPORATION$748K0.08%HELD
143DVADAVITA INC$704K0.07%HELD
144MANMANPOWERGROUP INC$702K0.07%HELD
1452655957DPREMIER INC$699K0.07%HELD
146MUSAMURPHY USA INC$675K0.07%HELD
147RHIROBERT HALF INTL INC$674K0.07%HELD
148FOXFOX CORP$655K0.07%HELD
149MSMMSC INDL DIRECT INC$649K0.07%HELD
150BAHBOOZ ALLEN HAMILTON HLDG COR$638K0.07%HELD
151LPXLOUISIANA PAC CORP$633K0.07%HELD
152WHRWHIRLPOOL CORP$628K0.07%HELD
153AMANTERO MIDSTREAM CORP$626K0.07%HELD
154LOPEGRAND CANYON ED INC$615K0.07%HELD
155JBLJABIL INC$612K0.06%HELD
156ARWARROW ELECTRS INC$611K0.06%HELD
157CROXCROCS INC$606K0.06%HELD
158COLMCOLUMBIA SPORTSWEAR CO$584K0.06%HELD
159RLRALPH LAUREN CORP$584K0.06%HELD
160GNTXGENTEX CORP$572K0.06%HELD
161SGITEMPUR SEALY INTL INC$566K0.06%HELD
162FBINFORTUNE BRANDS HOME & SEC IN$559K0.06%HELD
163ALSNALLISON TRANSMISSION HLDGS I$556K0.06%HELD
164MMACYS INC$549K0.06%HELD
165DBXDROPBOX INC$545K0.06%HELD
166SAICSCIENCE APPLICATNS INTL CP N$545K0.06%HELD
167TERTERADYNE INC$538K0.06%HELD
168FMCF M C CORP$533K0.06%HELD
169DDSDILLARDS INC$531K0.06%HELD
170CCKCROWN HOLDINGS INC$522K0.06%HELD
171LSTRLANDSTAR SYS INC$510K0.05%HELD
172ANAUTONATION INC$507K0.05%HELD
173SCCOSOUTHERN COPPER CORP$492K0.05%HELD
174ALLEALLEGION PLC$491K0.05%HELD
175POOLPOOL CORP$491K0.05%HELD
176LEN/BLENNAR CORP$484K0.05%HELD
177EXPEAGLE MATERIALS INC$478K0.05%HELD
178PVHPVH CORP$478K0.05%HELD
179FLOFLOWERS FOODS INC$476K0.05%HELD
180BCBRUNSWICK CORP$474K0.05%HELD
181NEUNEWMARKET CORP$462K0.05%HELD
182DXCDXC TECHNOLOGY CO$453K0.05%HELD
183HRLHORMEL FOODS CORP$440K0.05%HELD
184TNLTRAVEL PLUS LEISURE CO$431K0.05%HELD
185TTCTORO CO$415K0.04%HELD
186CIVICIVITAS RESOURCES INC$413K0.04%HELD
187HIIHUNTINGTON INGALLS INDS INC$407K0.04%HELD
188BYDBOYD GAMING CORP$401K0.04%HELD
189GGENPACT LIMITED$397K0.04%HELD
190INGRINGREDION INC$396K0.04%HELD
191LECOLINCOLN ELEC HLDGS INC$393K0.04%HELD
192AYIACUITY BRANDS INC$390K0.04%HELD
193BWABORGWARNER INC$382K0.04%HELD
194SONSONOCO PRODS CO$356K0.04%HELD
195MHKMOHAWK INDS INC$339K0.04%HELD
196CPBTHE CAMPBELLS COMPANY$338K0.04%HELD
197POSTPOST HLDGS INC$334K0.04%HELD
198SMGSCOTTS MIRACLE GRO CO$330K0.03%HELD
199VACMARRIOTT VACATIONS WRLDWDE C$313K0.03%HELD
200NWLNEWELL RUBBERMAID INC$306K0.03%HELD
201DLBDOLBY LABORATORIES INC$302K0.03%HELD
202PAGPENSKE AUTOMOTIVE GRP INC$297K0.03%HELD
203KBRKBR INC$295K0.03%HELD
204HOGHARLEY DAVIDSON INC$282K0.03%HELD
205VFCV F CORP$258K0.03%HELD
206AGCOAGCO CORP$237K0.03%HELD
207SDASEALED AIR CORP NEW$220K0.02%HELD

Source: SEC EDGAR · accession 0002067069-25-000001. 13F discloses long positions only — shorts, foreign equities, and options are excluded.