CCM INVESTMENT GROUP, LLC 13F Holdings
CIK 0002067069 · NORTHFIELD, MN
As of Mar 31, 2025, CCM INVESTMENT GROUP, LLC reported 207 positions worth $943.9M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | IDEV | — | 1,435,325 | $99.7M | 10.56% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 1,896,362 | $97.2M | 10.29% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 1,011,401 | $88.1M | 9.33% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 1,263,963 | $57.3M | 6.07% |
| AVANTIS REAL ESTATE ETF | AVRE | — | 1,200,779 | $51.4M | 5.45% |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | AVDV | Equity | 715,192 | $50.4M | 5.34% |
| AMERICAN CENTY ETF TR | AVES | — | 796,318 | $37.8M | 4.00% |
| APPLE INC | AAPL | Technology | 98,796 | $21.5M | 2.28% |
| EXXON MOBIL CORP | XOM | Energy | 81,231 | $9.6M | 1.01% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 50,917 | $8.3M | 0.88% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 47,940 | $8.1M | 0.85% |
| PHILIP MORRIS INTERNATIONAL INC | PM | Consumer Defensive | 49,249 | $7.6M | 0.81% |
| CHEVRON CORP | CHV | Energy | 45,838 | $7.6M | 0.81% |
| AT&T INC | T | Communication Services | 255,378 | $7.2M | 0.76% |
| HOME DEPOT INC | HD | Consumer Cyclical | 19,537 | $7.0M | 0.74% |
| CISCO SYSTEMS INC | CSCO | Technology | 108,620 | $6.6M | 0.70% |
| ABBVIE INC | ABBV | Equity | 31,860 | $6.5M | 0.69% |
| COMCAST CORP | CMCSA | Communication Services | 176,211 | $6.5M | 0.68% |
| ALTRIA GROUP INC | MO | Equity | 104,403 | $6.1M | 0.64% |
| CIGNA GROUP | CI | Healthcare | 18,677 | $6.1M | 0.64% |
| AMGEN INC | AMGN | Healthcare | 19,747 | $6.1M | 0.64% |
| CONOCOPHILLIPS | COP | Energy | 58,493 | $6.0M | 0.63% |
| MCKESSON CORP | MCK | Healthcare | 8,856 | $5.9M | 0.63% |
| CATERPILLAR INC | CAT | Industrials | 17,751 | $5.9M | 0.62% |
| PFIZER INC | PFE | Healthcare | 228,990 | $5.8M | 0.61% |