Ccm Investment Advisers LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Value Adv MMF | $15.0K | 0.0% |
| Schwab Government Money Inv Fd | $159.7K | 0.0% |
| Bank of America Pfd | $181.4K | 0.0% |
| US Bancorp Pfd | $196.1K | 0.0% |
| JP Morgan PFD | $201.1K | 0.0% |
| AMGEN INC | $206.5K | 0.0% |
| ALLSTATE CORP | $208.2K | 0.0% |
| GENERAL DYNAMICS CORP | $210.4K | 0.0% |
| Apollo Pfd | $210.7K | 0.0% |
| FIRST CITIZENS BANCSHARES INC /DE | $214.6K | 0.0% |
| Intuitive Surgical Inc | $219.7K | 0.0% |
| Public Storage Pfd | $223.9K | 0.0% |
| MCDONALD'S CORP | $235.9K | 0.0% |
| Exxon Mobil Corp. | $252.6K | 0.0% |
| Vanguard Total Etf | $261.2K | 0.0% |
| Astrazeneca Plc Adr | $274.7K | 0.0% |
| COCA COLA CO | $277.8K | 0.0% |
| Mastercard Inc. | $278.0K | 0.0% |
| Standard & Poors Depository Re | $459.6K | 0.0% |
| UNITEDHEALTH GROUP INC | $468.8K | 0.0% |
| Vanguard Div. Appreciation | $483.5K | 0.0% |
| FISERV INC | $493.5K | 0.0% |
| American Tower Corp | $509.2K | 0.0% |
| LOWES COMPANIES INC | $584.8K | 0.1% |
| IShares S&P 500 Index | $598.0K | 0.1% |
| Victory 500 Index Reward Fd | $662.3K | 0.1% |
| iShares Bitcoin Trust ETF | $689.4K | 0.1% |
| Alphabet Inc. | $805.5K | 0.1% |
| QUALCOMM INC/DE | $974.8K | 0.1% |
| O REILLY AUTOMOTIVE INC | $1.08M | 0.1% |
| Simon Property Group Inc | $2.24M | 0.2% |
| Emcor Group Inc. | $3.48M | 0.3% |
| Salesforce Inc | $4.43M | 0.4% |
| TJX Cos Inc/The | $5.14M | 0.5% |
| Monolithic Power Systems Inc | $6.40M | 0.6% |
| LAM RESEARCH CORP | $7.52M | 0.7% |
| ORACLE CORP | $7.60M | 0.7% |
| Equinix Inc | $9.23M | 0.9% |
| STATE STREET CORPORATION | $9.92M | 0.9% |
| CHEVRON CORP | $11.28M | 1.1% |
| Prologis Inc | $11.44M | 1.1% |
| Walt Disney Co | $11.57M | 1.1% |
| Medtronic plc | $11.66M | 1.1% |
| SYNOPSYS INC | $11.80M | 1.1% |
| Vertex Pharmctls Inc. | $11.90M | 1.1% |
| Duke Energy Corp. | $12.15M | 1.2% |
| Phillips 66 | $12.20M | 1.2% |
| Marathon Pete Corp. | $12.41M | 1.2% |
| ABBOTT LABORATORIES | $12.85M | 1.2% |
| SHERWIN WILLIAMS CO | $13.04M | 1.2% |