CCM INVESTMENT ADVISERS LLC

Key Holdings

The top 10 holdings account for approximately 30% of the total portfolio value, reflecting a core-satellite strategy where the top tier provides stability while the long tail of 89 positions offers diversification.

The top three positions—Alphabet Inc. ($42.81M), NVIDIA Corp. ($39.72M), and Broadcom Inc. ($34.84M)—signal a strong conviction in the technology sector, specifically artificial intelligence infrastructure and software. However, the fund quickly diversifies beyond tech. Position 4 through 6 include Apple ($34.23M), Amazon ($34.02M), and Microsoft ($30.95M), confirming a "Mag 7" heavy exposure at the top of the book.