Ccm Investment Advisers LLC
Annual return '25
+18.9%
SPY '25
+17.7%
Alpha
+1.2ptsvs SPY
Invested
$1B
Holdings
87
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GOOGL
Alphabet Inc. Class A
Q1 2026: Increased +92.1% (13.9k → 26.8k shares)
4.1%
02
$NVDA
NVIDIA Corp.
Q1 2026: Increased +85.0% (32.5k → 60.1k shares)
3.8%
03
$AVGO
Broadcom Inc
Q1 2026: Increased +99.0% (12.3k → 24.6k shares)
3.3%
04
$AAPL
Apple Inc.
Q1 2026: Increased +93.6% (41.3k → 79.9k shares)
3.3%
05
$AMZN
Amazon.Com Inc.
Q1 2026: Increased +97.7% (32.5k → 64.4k shares)
3.3%
06
$MSFT
Microsoft Corp.
Q1 2026: Increased +99.4% (25.3k → 50.4k shares)
3.0%
07
$JBL
Jabil Circuit, Inc.
Held since at least Q1 2024
2.9%
08
$CAT
Caterpillar Inc Del
Held since at least Q1 2024
2.8%
09
$STX
Seagate Technology Holdings
Held since at least Q1 2024
2.7%
10
$META
Meta Platforms Inc.
Q1 2026: Increased +107.9% (3.9k → 8.0k shares)
2.5%
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 15:43 UTC.