$502 Million is the total value of CCM INVESTMENT ADVISERS LLC's 94 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPG | Simon PPTY Group | $1,032,000 | -3.2% | 6,000 | 0.0% | 0.21% | -8.4% | |
| CARO | Carolina Financial Group | $792,000 | -2.5% | 26,400 | 0.0% | 0.16% | -7.6% | |
| BBT | BB&T Corporation | $352,000 | -4.9% | 7,882 | 0.0% | 0.07% | -10.3% | |
| SWJCL | Stanley Black & Deckerpfd | $303,000 | +4.1% | 12,000 | 0.0% | 0.06% | -1.6% | |
| BBTPRF | BB&Tpfd | $299,000 | +9.5% | 12,000 | 0.0% | 0.06% | +3.4% | |
| MTW | Manitowoc Inc Com | $228,000 | -4.6% | 40,000 | 0.0% | 0.04% | -10.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-25
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Apple Inc. | 42 | Q3 2023 | 4.7% |
| Microsoft Corp. | 42 | Q3 2023 | 3.5% |
| Visa Inc. | 42 | Q3 2023 | 2.7% |
| Home Depot Inc. | 42 | Q3 2023 | 2.6% |
| Walt Disney Co. | 42 | Q3 2023 | 2.5% |
| Cisco Systems | 42 | Q3 2023 | 2.6% |
| Tyson Foods, Inc. | 42 | Q3 2023 | 2.6% |
| Allstate | 42 | Q3 2023 | 2.3% |
| CVS Health Corp. | 42 | Q3 2023 | 2.4% |
| Fiserv Inc. | 42 | Q3 2023 | 2.5% |
View CCM INVESTMENT ADVISERS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-03-05 |
| 13F-HR | 2023-12-08 |
| 13F-HR | 2023-08-21 |
| 13F-HR | 2023-05-17 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-02-01 |
| 13F-HR | 2021-10-26 |
View CCM INVESTMENT ADVISERS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.