Long-term investor

Ccm Investment Advisers LLC @ccminvestmentadvisersllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000931097).

Record

  • Tracked since 2025-06-30 (472 days), 63 trades recorded
  • Returns: week n/a · month n/a · 90 days -6.6% · 6 months +36.4% · 1 year +41.0% · all +41.0%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • STX · 5.0% · long · since 2025-06-30
  • AMAT · 4.4% · long · since 2025-06-30
  • 149123101 · 3.6% · long · since 2025-06-30
  • GOOGL · 3.4% · long · since 2025-06-30
  • 466313103 · 3.3% · long · since 2025-06-30
  • NVDA · 3.3% · long · since 2025-06-30
  • 482480100 · 2.8% · long · since 2025-09-30
  • AMZN · 2.8% · long · since 2025-06-30
  • AAPL · 2.8% · long · since 2025-06-30
  • AMD · 2.7% · long · since 2025-09-30
  • AVGO · 2.6% · long · since 2025-06-30
  • CSCO · 2.6% · long · since 2025-06-30

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