CCM INVESTMENT ADVISERS LLC - Portfolio overview

CCM INVESTMENT ADVISERS LLC has 73 reported holdings in this dataset, with the latest filing dated 2026-05-20.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. CAT - Caterpillar Inc Del, 4.75%
2. JBL - Jabil Circuit, Inc., 4.53%
3. AAPL - Apple Inc., 4.30%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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