Ccm Investment Group, LLC
Annual return '25
+18.6%
SPY '25
+17.7%
Alpha
+0.9ptsvs SPY
Invested
$28.1B
Holdings
636
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD INDEX FDS
Held since at least Q1 2024
55.3%
02
$VT
VANGUARD INTL EQUITY INDEX F
Held since at least Q1 2024
7.6%
03
$SCHD
SCHWAB STRATEGIC TR
Held since at least Q1 2024
4.0%
04
$VXUS
VANGUARD STAR FDS
Held since at least Q1 2024
3.9%
05
$ORLY
OREILLY AUTOMOTIVE INC
Held since at least Q1 2024
2.2%
06
$VOO
VANGUARD INDEX FDS
Held since at least Q1 2024
1.9%
07
$APP
APPLOVIN CORP
Held since at least Q1 2024
1.8%
08
$MNST
MONSTER BEVERAGE CORP NEW
Held since at least Q1 2024
1.8%
09
$BF/B
BROWN FORMAN CORP
Held since at least Q1 2024
0.8%
10
$MOH
MOLINA HEALTHCARE INC
Held since at least Q1 2024
0.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:11 UTC.