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Showing Q1 2025 data
CCM INVESTMENT GROUP, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
CCM INVESTMENT GROUP, LLC
•CIK: 2067069•Filing: Q1 2025
**CCM INVESTMENT GROUP, LLC** manages $958M across a diversified portfolio of 238 positions. The strategy exhibits significant overweighting in global equity exposure, highlighted by top holdings such as AVUV ($95.9M) and VEA ($91.8M). Further concentration is visible in international and emerging markets via IDEV ($91.3M) and VWO ($53.5M). The portfolio maintains substantial allocations to technology and energy, notably AAPL ($24.2M) and XOM ($8.5M).
Total AUM
$957.9M
QoQ Performance
N/A
Positions
232
Top 10 Concentration
53.3%
Latest Filing
Q1 2025
Top Holdings Allocation
AVUV
VEA
IDEV
VWO
AVRE
AVUV10.0%
VEA9.6%
IDEV9.5%
VWO5.6%
AVRE5.2%
AVDV4.8%
AVES3.6%
AAPL2.5%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other77.2%
Healthcare5.1%
Technology3.9%
Industrial3.7%
Consumer2.9%
Energy2.9%
Consumer Staples2.4%
Communication1.5%