Fund Holdings

CCM INVESTMENT ADVISERS LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
Seagate Technology Holdings102,28191,988-10,29328,167,33036,037,5713.45%+7,870,241
Waste Management Inc.(WM)029,689+29,68906,822,2350.65%+6,822,235
Ametek Inc.029,710+29,71006,368,6350.61%+6,368,635
Sumitomo Mitsui Finl0305,762+305,76206,038,7990.58%+6,038,799
Marathon Pete Corp.(MPC)76,30474,123-2,18112,409,32218,099,4321.73%+5,690,110
Caterpillar Inc Del(CAT)51,36548,856-2,50929,425,96134,612,9363.31%+5,186,975
Applied Materials Inc.92,33884,532-7,80623,730,01128,892,3102.77%+5,162,299
American Electric Power035,109+35,10904,602,0870.44%+4,602,087
TechnipFMC PLC(FTI)062,307+62,30704,307,2820.41%+4,307,282
Chevron Corp.(CVX)73,98272,289-1,69311,275,62214,956,6231.43%+3,681,001
Netflix Inc(NFLX)217,007249,703+32,69620,346,64124,008,9432.30%+3,662,302
KLA-Tencor Corp.(KLAC)12,21012,157-5314,836,15817,900,1501.71%+3,063,992
Jabil Circuit, Inc.(JBL)131,470124,388-7,08229,977,95233,041,3813.16%+3,063,429
Lockheed Martin Corp.(LMT)27,49527,047-44813,298,66016,347,2351.56%+3,048,575
Equinix Inc(EQIX)12,04112,469+4289,225,53512,222,9391.17%+2,997,404
Oracle Systems Corp.(ORCL)38,99868,215+29,2177,601,13710,035,1500.96%+2,434,013
Wal Mart Stores(WMT)202,966200,296-2,67022,612,50324,892,8912.38%+2,280,388
Eaton Corp.(ETN)61,54760,736-81119,603,44021,723,6122.08%+2,120,172
Merck & Co.(MRK)152,740149,542-3,19816,077,43717,988,4311.72%+1,910,994
Monolithic Power Systems(MPWR)7,0617,586+5256,399,8088,294,1690.79%+1,894,361
Duke Energy Corp.(DUK)103,702106,157+2,45512,154,95213,900,2161.33%+1,745,264
Lam Research(LRCX)43,92042,198-1,7227,518,2259,016,0240.86%+1,497,799
Pepsico Inc.(PEP)107,464107,329-13515,423,31316,667,1531.60%+1,243,840
Freeport McMoran Copper & Gold(FCX)300,592278,384-22,20815,267,09816,363,4341.57%+1,096,336
State Street Corp.(STT)76,87983,669+6,7909,918,15910,589,2141.01%+671,055
Chubb Limited51,33850,914-42416,023,78116,594,5201.59%+570,739
Synopsys Corp.(SNPS)25,12831,137+6,00911,803,12412,345,1971.18%+542,073
Expedia Group, Inc.(EXPE)01,705+1,7050393,6810.04%+393,681
Emcor Group Inc.(EME)5,6865,233-4533,478,6373,863,5760.37%+384,939
Astrazeneca Plc(AZN)01,493+1,4930294,4490.03%+294,449
Johnson & Johnson(JNJ)0872+8720213,2000.02%+213,200
Parker Hannifin(PH)0226+2260202,3240.02%+202,324
Southern Company(SO)163,407149,674-13,73314,249,14414,446,5971.38%+197,453
TJX Cos. Inc.(TJX)33,44233,242-2005,137,0255,308,7470.51%+171,722
Procter & Gamble(PG)103,609103,909+30014,848,27815,008,7441.44%+160,466
Prologis Inc(PLD)89,59187,378-2,21311,437,27411,549,6401.11%+112,366
Exxon Mobil Corp.2,0981,978-120252,557335,7060.03%+83,149
Coca-Cola Co.(KO)3,9733,9730277,755302,1500.03%+24,395
Simon PPTY Group(SPG)12,12012,12002,243,5332,260,7430.22%+17,210
O'Reilly Automotive Inc.(ORLY)11,79511,810+151,075,8211,090,1810.10%+14,360
Amgen(AMGN)631626-5206,532220,2580.02%+13,726
General Dynamics(GD)6256250210,412214,5120.02%+4,100
McDonald's Corp.(MCD)7727720235,946239,9290.02%+3,983
Allstate(ALL)1,0001,0000208,150207,3400.02%-810
Bank of America Pfd(BAC)10,00010,0000181,400175,6000.02%-5,800
Apollo Pfd(APO)8,0008,0000210,720203,4400.02%-7,280
US Bancorp Pfd(USB)12,00012,0000196,080187,2000.02%-8,880
Public Storage Pfd12,00012,0000223,920214,3200.02%-9,600
Vanguard Div. Appreciation2,2002,2000483,516473,1320.05%-10,384
Vanguard Total Etf7797790261,175249,9100.02%-11,265
Schwab Value Adv MMF15,0130-15,01315,0130-15,013
Standard & Poors Depository Re(SPY)674676+2459,614439,6290.04%-19,985
IShares S&P 500 Index8738730597,952570,2520.05%-27,700
Victory 500 Index Reward Fd8,0048,023+19662,313633,3590.06%-28,954
Schwab Government Money Inv Fd159,740130,769-28,971159,740130,7690.01%-28,971
Mastercard Inc.(MA)487482-5278,018240,8360.02%-37,182
Lowe's Companies Inc.(LOW)2,4252,200-225584,813519,8160.05%-64,997
Advanced Micro Devices(AMD)70,52173,921+3,40015,102,77715,037,7491.44%-65,028
Alphabet Class-C Share(GOOG)2,5672,290-277805,524656,9090.06%-148,615
iShares Bitcoin Trust ETF(IBIT)13,88513,8850689,390533,4610.05%-155,929
UnitedHealth Group Inc.(UNH)1,4201,141-279468,756308,7430.03%-160,013
JP Morgan PFD8,0000-8,000201,1200-201,120
Fiserv Inc.(FISV)7,3475,055-2,292493,531282,0960.03%-211,435
First Citizens BancShares Inc(FCNCA)1000-100214,6180-214,618
Intuitive Surgical Inc3880-388219,7470-219,747
Sherwin-Williams Co.(SHW)40,25739,918-33913,044,69812,795,9641.22%-248,734
American Tower Corp.(AMT)2,9001,410-1,490509,153243,3370.02%-265,816
Cisco Systems(CSCO)295,448289,855-5,59322,758,42222,489,9182.15%-268,504
Astrazeneca Plc Adr(AZN)2,9880-2,988274,6860-274,686
Qualcomm Inc.(QCOM)5,6985,165-533974,813665,2770.06%-309,536
Vertex Pharmctls Inc.26,24925,894-35511,900,24711,562,7061.11%-337,541
Berkshire Hathaway Inc. Cl B36,13636,000-13618,163,76017,251,2001.65%-912,560
Home Depot Inc.(HD)59,44059,346-9420,453,59819,518,6231.87%-934,975
AbbVie Inc.(ABBV)72,71171,013-1,69816,613,86515,444,8131.48%-1,169,052
Medtronic PLC(MDT)121,422119,479-1,94311,663,82310,352,8640.99%-1,310,959
SalesForce Inc.(CRM)16,70514,038-2,6674,425,3212,620,4730.25%-1,804,848
Walt Disney Co.(DIS)101,656100,464-1,19211,565,4079,682,7470.93%-1,882,660
General Motors(GM)193,211185,359-7,85215,711,98113,809,2661.32%-1,902,715
Visa Inc.(V)47,48347,238-24516,652,94214,277,2771.37%-2,375,665
Abbott Laboratories102,601101,757-84412,854,99710,447,4531.00%-2,407,544
Evercore Inc.(EVR)55,86254,963-89919,007,14516,407,1351.57%-2,600,010
Crowdstrike Hldgs(CRWD)37,62938,488+85917,638,97015,026,1001.44%-2,612,870
Phillips 66(PSX)94,57452,177-42,39712,203,9579,505,6420.91%-2,698,315
Thermo Fisher Scientific(TMO)27,72427,184-54016,064,73313,361,8101.28%-2,702,923
Apple Inc.(AAPL)125,892123,594-2,29834,225,09231,366,9253.00%-2,858,167
Eli Lilly & Co(LLY)17,11416,878-23618,392,18315,523,9881.49%-2,868,195
Amazon.Com Inc.(AMZN)147,399148,120+72134,022,63830,849,0532.95%-3,173,585
NVIDIA Corp.(NVDA)212,982208,946-4,03639,721,18036,440,1963.49%-3,280,984
First Energy Corp.(FE)304,484204,027-100,45713,631,75810,336,0280.99%-3,295,730
Meta Platforms Inc.(META)38,98739,190+20325,735,14922,421,9822.15%-3,313,167
J. P. Morgan(JPM)75,94271,733-4,20924,470,14821,101,1882.02%-3,368,960
Broadcom Inc(AVGO)100,65599,446-1,20934,837,01130,779,7072.95%-4,057,304
Capital One Financial(COF)74,89674,872-2418,151,84913,658,9871.31%-4,492,862
Alphabet Inc. Class A136,768132,216-4,55242,808,38838,020,2043.64%-4,788,184
Booking Holdings Inc.(BKNG)4,0874,005-8221,890,01816,864,5371.61%-5,025,481
Microsoft Corp.(MSFT)63,99267,596+3,60430,948,04425,022,0402.40%-5,926,004
Bank Of America Corp.305,583179,059-126,52416,807,0918,729,1490.84%-8,077,942
Delta Air Lines(DAL)247,128126,603-120,52517,150,6998,416,6210.81%-8,734,078
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