CCM INVESTMENT ADVISERS LLC
Q2 2026 Form 13-F

COLUMBIA, SOUTH CAROLINA
CIK 0000931097 · CRD 105743 · SEC-registered investment adviser
$1.3B Reported Value Total

CCM INVESTMENT ADVISERS, LLC reports 1,235 total accounts under management (AUM). There are 1,235 discretionary accounts valued at $1,549,608,058, and 0 non-discretionary accounts.

Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
SEC Registered Discretionary Manager
Source: Form ADV filed 2026-03-12
Reported value
$1.3B
Quarter over quarter
+24.6%
Holdings
88
Top-10 concentration
34.3%

Key People

Form ADV owners & control persons
Christopher Wilson Antley
SENIOR VICE PRESIDENT
Amanda Cary Antonovich
TRUSTEE OF THE BIG DOG FAMILY PRESERVATION TRUST, MEMBER, TREASURER, DIRECTOR, TRUSTEE OF THE FOWLER CARY FAMILY TRUST
Michael Anthony Burkett
CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER, DIRECTOR

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Q2 2026 13F record

Q2 2026 13F filing summary

Q2 2026 Form 13F portfolio summary
Period of report June 30, 2026
Filed August 12, 2026
Form 13F-HR
Reported value $1.3B
Positions 88
Change in reported value +23.7%
New positions 7
Exited positions 12
Position turnover 19.0%
Top-10 concentration 34.3%

13F filings by quarter

Form 13F filings by quarter
Quarter Positions Value
Q2 2026 13F
Filed Aug 12, 2026
88 $1.3B
Q1 2026 13F
Filed May 20, 2026
93 $1.0B
Q4 2025 13F
Filed Jan 12, 2026
89 $1.0B
Q3 2025 13F
Filed Oct 10, 2025
93 $1.0B
Q2 2025 13F
Filed Jul 15, 2025
71 $928.4M
Q1 2025 13F
Filed Apr 16, 2025
70 $815.4M
Q4 2024 13F
Filed Jan 10, 2025
75 $904.8M
Q3 2024 13F
Filed Oct 9, 2024
77 $896.9M
Q2 2024 13F
Filed Jul 11, 2024
78 $851.5M
Q1 2024 13F
Filed May 17, 2024
75 $836.2M
Q4 2023 13F
Filed Mar 5, 2024
75 $812.6M
Q3 2023 13F
Filed Dec 8, 2023
68 $724.8M
Q2 2023 13F
Filed Aug 21, 2023
69 $744.7M
Q1 2023 13F
Filed May 17, 2023
70 $706.5M
Q4 2022 13F
Filed Feb 15, 2023
70 $629.6M
Q3 2022 13F
Filed Nov 9, 2022
66 $587.8M
Q2 2022 13F
Filed Jul 27, 2022
65 $622.1M
Q1 2022 13F
Filed May 3, 2022
66 $733.5M
Q4 2021 13F
Filed Feb 1, 2022
69 $824.8M
Q3 2021 13F
Filed Oct 26, 2021
67 $769.4M

33 earlier quarters on file — choose one from the quarter menu above.

Top 20 holdings · Q2 2026

Largest Q2 2026 13F positions by reported value
# Holding Reported value % of portfolio
1 STX Seagate Technology Holdings $64.9M 5.02%
2 AMAT Applied Materials Inc. $56.7M 4.38%
3 CAT Caterpillar Inc Del $46.6M 3.61%
4 GOOGL Alphabet Inc. Class A $44.0M 3.4%
5 JBL Jabil Circuit, Inc. $42.9M 3.32%
6 NVDA NVIDIA Corp. $42.8M 3.31%
7 KLAC KLA-Tencor Corp. $36.8M 2.85%
8 AMZN Amazon.Com Inc. $36.8M 2.85%
9 AAPL Apple Inc. $36.5M 2.82%
10 AMD Advanced Micro Devices $35.3M 2.73%
11 AVGO Broadcom Inc $33.9M 2.63%
12 CSCO Cisco Systems $33.0M 2.55%
13 CRWD Crowdstrike Hldgs $28.9M 2.24%
14 MSFT Microsoft Corp. $28.1M 2.17%
15 ETN Eaton Corp. $26.4M 2.04%
16 HD Home Depot Inc. $24.4M 1.89%
17 JPM J. P. Morgan $23.8M 1.84%
18 WMT Wal Mart Stores $23.3M 1.81%
19 META Meta Platforms Inc. $23.3M 1.8%
20 LLY Eli Lilly & Co $21.4M 1.66%

Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.

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