CCM INVESTMENT ADVISERS LLC
RIA/Wealth
CCM INVESTMENT ADVISERS LLC is a RIA/Wealth based in Columbia, SC led by Stephen Dele Kirkland, reporting $1.3B in AUM as of Q3 2025 with 33% Technology concentration.
ChairmanStephen Dele Kirkland
- Portfolio Value
- $1.0B
- Positions
- 83
- Top Holding
- NVDA at 4.01%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in CCM INVESTMENT ADVISERS LLC's portfolio (31.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $40.5M | 4.01% | -$5.9M Sold | 0.00% 217.3K shares | |
Semiconductors Technology | $36.1M | 3.57% | -$2.6M Sold | 0.00% 109.5K shares | |
Internet Content & Information Communication Services | $35.7M | 3.53% | -$999.1K Sold | 0.00% 146.9K shares | |
Software - Infrastructure Technology | $33.7M | 3.33% | -$1.9M Sold | 0.00% 65.1K shares | |
Consumer Electronics Technology | $32.8M | 3.24% | +$736.6K Bought | 0.00% 129.0K shares | |
Specialty Retail Consumer Cyclical | $31.7M | 3.13% | +$531.4K Bought | 0.00% 144.2K shares | |
Hardware, Equipment & Parts Technology | $29.1M | 2.87% | -$907.6K Sold | 0.12% 133.8K shares | |
Internet Content & Information Communication Services | $27.8M | 2.75% | +$200.5K Bought | 0.00% 37.9K shares | |
Computer Hardware Technology | $27.4M | 2.71% | -$9.1M Sold | 0.05% 116.0K shares | |
Agricultural - Machinery Industrials | $26.3M | 2.60% | -$176.5K Sold | 0.01% 55.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in CCM INVESTMENT ADVISERS LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
-88.79% | |
-83.13% | |
-68.86% | |
-44.17% | |
-24.84% |
Analytics
Portfolio insights and performance metrics for CCM INVESTMENT ADVISERS LLC
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