🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →
S&P 500: 738.79 -0.3% NASDAQ 100: 709.70 -0.5% Dow Jones: 499.50 -0.2%

Ccm Investment Advisers - Q1 2026 13F Filings

CC

Ccm Investment Advisers LLC

CIK: 0000931097
Address: South Carolina Columbia 1201 Main St., Suite 1910
$1.04 B
Portfolio Value
93
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 05/20/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. WM Waste Management
+$6.82 M
2. AME Ametek
+$6.37 M
3. SMFG Sumitomo Mitsui Financial Group
+$6.04 M
4. AEP American Electric Power Company
+$4.6 M
5. Technipfmc PLC
+$4.31 M

Top Sells

Q1 2026
1. DAL Delta Air Lines
−$8.01 M
2. PSX Phillips 66
−$7.72 M
3. BAC Bank Of America Corporation
−$6.17 M
4. FE Firstenergy
−$5.09 M
5. STX Seagate Technology Holdings PLC
−$4.03 M

Asset Allocation

Stocks/ETFs
+0.02%
$1.04 B 99.85%
Options
$0 0.00%
Debt
-22.96%
$780,560 0.07%
Other
-8.71%
$764,128 0.07%

Sector Allocation (Stocks)

Ccm Investment Advisers Q1 2026 Filing Summary

Ccm Investment Advisers LLC filed its 13F report for Q1 2026 on May 20, 2026. The portfolio totaled 1.04 B reflecting a -0.01% change from the prior quarter, spanning 93 assets. The top 10 holdings comprised 31.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 8 new positions and 2 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Ccm Investment Advisers’s Q1 2026 Filing

Ccm Investment Advisers submitted their Form 13F-HR for the Q1 2026 period on 05/20/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Ccm Investment Advisers reported a managed portfolio value of 1.04 B, consisting of 93 individual positions.

This page displays the raw filing documents. To see which stocks Ccm Investment Advisers bought or sold during Q1 2026, please visit Ccm Investment Advisers's Portfolio Analysis page.