$512 Million is the total value of CCM INVESTMENT ADVISERS LLC's 91 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CARO | Carolina Financial Group | $853,000 | +7.7% | 26,400 | 0.0% | 0.17% | +5.7% | |
| WBT | Welbilt Inc | $377,000 | -3.8% | 20,000 | 0.0% | 0.07% | -5.1% | |
| SWJCL | Stanley Black & Deckerpfd | $306,000 | +1.0% | 12,000 | 0.0% | 0.06% | 0.0% | |
| BBTPRF | BB&Tpfd | $300,000 | +0.3% | 12,000 | 0.0% | 0.06% | -1.7% | |
| DFA intl Core Eq Fdmmf | $283,000 | +5.2% | 21,538 | 0.0% | 0.06% | +1.9% | ||
| DFA Inv. Dimension Grpmmf | $244,000 | +0.4% | 7,133 | 0.0% | 0.05% | 0.0% | ||
| DFA US Core Equity 2mmf | $205,000 | +2.0% | 10,445 | 0.0% | 0.04% | 0.0% | ||
| NEEPRHCL | Nextera Energy Cap Pfdpfd | $201,000 | +0.5% | 8,000 | 0.0% | 0.04% | -2.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-02
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 | 2024-05-17 |
| 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 |
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.