CCM INVESTMENT GROUP, LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2024-12-31 to 2025-03-31, CCM INVESTMENT GROUP, LLC opened 30 positions, added to 86, reduced 77, sold out of 29 and left 4 unchanged. The largest increase in value was COP (+$4,553,520); the largest decrease was MDLZ (-$4,632,242).
- COP: Country of operation United States; Class COM; Shares 2024-12-31 14,774; Shares 2025-03-31 58,493.
- AAPL: Country of operation United States; Class COM; Shares 2024-12-31 96,116; Shares 2025-03-31 98,796.
- ABBV: Country of operation United States; Class COM; Shares 2024-12-31 23,037; Shares 2025-03-31 31,860.
- CI: Country of operation United States; Class COM; Shares 2024-12-31 17,371; Shares 2025-03-31 18,677.
Two Form 13F-HR filings compared (SEC CIK 2067069): 2024-12-31 (filed 2025-05-13) and 2025-03-31 (filed 2025-05-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2024-12-31 | Shares 2025-03-31 | Share change | Value 2024-12-31 | Value 2025-03-31 | Value change |
|---|
COP
CONOCOPHILLIPS | United States | COM | 14,774 | 58,493 | +43,719 | $1,434,408 | $5,987,928 | +$4,553,520 |
|---|
AAPL
APPLE INC | United States | COM | 96,116 | 98,796 | +2,680 | $24,240,455 | $21,527,648 | -$2,712,807 |
|---|
ABBV
ABBVIE INC | United States | COM | 23,037 | 31,860 | +8,823 | $4,059,119 | $6,540,539 | +$2,481,420 |
|---|
CI
THE CIGNA GROUP | United States | COM | 17,371 | 18,677 | +1,306 | $4,779,457 | $6,070,772 | +$1,291,315 |
|---|
KO
COCA COLA CO | United States | COM | 71,998 | 81,289 | +9,291 | $4,466,036 | $5,720,307 | +$1,254,271 |
|---|
CMCSA
COMCAST CORP NEW | United States | CL A | 139,638 | 176,211 | +36,573 | $5,221,065 | $6,452,847 | +$1,231,782 |
|---|
PEP
PEPSICO INC | United States | COM | 26,636 | 34,594 | +7,958 | $4,041,214 | $5,163,846 | +$1,122,632 |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 50,519 | 50,917 | +398 | $7,241,393 | $8,335,622 | +$1,094,229 |
|---|
CVX
CHEVRON CORP NEW | United States | COM | 45,682 | 45,838 | +156 | $6,535,724 | $7,613,233 | +$1,077,509 |
|---|
NEM
NEWMONT CORP | United States | COM | 62,667 | 70,628 | +7,961 | $2,318,679 | $3,395,794 | +$1,077,115 |
|---|
AMGN
AMGEN INC | United States | COM | 19,430 | 19,747 | +317 | $5,038,199 | $6,061,342 | +$1,023,143 |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 80,794 | 81,231 | +437 | $8,544,773 | $9,563,326 | +$1,018,553 |
|---|
HCA
HCA HEALTHCARE INC | United States | COM | 14,527 | 15,211 | +684 | $4,335,147 | $5,204,596 | +$869,449 |
|---|
CAT
CATERPILLAR INC | United States | COM | 13,770 | 17,751 | +3,981 | $4,998,648 | $5,852,327 | +$853,679 |
|---|
MO
ALTRIA GROUP INC | United States | COM | 101,229 | 104,403 | +3,174 | $5,272,006 | $6,071,034 | +$799,028 |
|---|
MRK
MERCK & CO INC | United States | COM | 49,986 | 63,576 | +13,590 | $4,917,123 | $5,672,886 | +$755,763 |
|---|
TGT
TARGET CORP | United States | COM | 35,394 | 39,240 | +3,846 | $4,779,960 | $4,067,226 | -$712,734 |
|---|
CL
COLGATE PALMOLIVE CO | United States | COM | 47,042 | 53,559 | +6,517 | $4,270,943 | $4,971,346 | +$700,403 |
|---|
KMB
KIMBERLY-CLARK CORP | United States | COM | 24,554 | 27,166 | +2,612 | $3,207,243 | $3,822,528 | +$615,285 |
|---|
LEN
LENNAR CORP | United States | CL A | 13,942 | 21,161 | +7,219 | $1,898,900 | $2,410,873 | +$511,973 |
|---|
HPQ
HP INC | United States | COM | 112,394 | 113,174 | +780 | $3,667,416 | $3,157,555 | -$509,861 |
|---|
NOC
NORTHROP GRUMMAN CORP | United States | COM | 7,453 | 7,689 | +236 | $3,476,974 | $3,938,229 | +$461,255 |
|---|
CSX
CSX CORP | United States | COM | 157,065 | 160,667 | +3,602 | $5,049,640 | $4,677,016 | -$372,624 |
|---|
LOW
LOWES COS INC | United States | COM | 23,040 | 23,289 | +249 | $5,684,659 | $5,319,673 | -$364,986 |
|---|
LMT
LOCKHEED MARTIN CORP | United States | COM | 10,560 | 12,327 | +1,767 | $5,104,387 | $5,442,247 | +$337,860 |
|---|
IP
INTERNATIONAL PAPER CO | United States | COM | 30,899 | 37,390 | +6,491 | $1,657,731 | $1,989,522 | +$331,791 |
|---|
CSL
CARLISLE COS INC | United States | COM | 3,039 | 4,184 | +1,145 | $1,120,388 | $1,433,480 | +$313,092 |
|---|
JCI
JOHNSON CTLS INTL PLC | | SHS | 28,266 | 31,467 | +3,201 | $2,236,971 | $2,507,605 | +$270,634 |
|---|
EXPD
EXPEDITORS INTL WASH INC | United States | COM | 13,946 | 15,157 | +1,211 | $1,545,217 | $1,814,748 | +$269,531 |
|---|
STLD
STEEL DYNAMICS INC | United States | COM | 15,330 | 16,016 | +686 | $1,737,502 | $1,977,496 | +$239,994 |
|---|
UPS
UNITED PARCEL SERVICE INC | United States | CL B | 41,821 | 49,859 | +8,038 | $5,241,008 | $5,467,538 | +$226,530 |
|---|
SAIC
SCIENCE APPLICATNS INTL CP N | United States | COM | 2,988 | 4,841 | +1,853 | $331,100 | $544,758 | +$213,658 |
|---|
BLDR
BUILDERS FIRSTSOURCE INC | United States | COM | 12,648 | 12,869 | +221 | $1,813,344 | $1,602,319 | -$211,025 |
|---|
TSN
TYSON FOODS INC | United States | CL A | 17,668 | 19,525 | +1,857 | $1,009,550 | $1,217,774 | +$208,224 |
|---|
KHC
KRAFT HEINZ CO | United States | COM | 67,721 | 74,582 | +6,861 | $2,056,010 | $2,255,360 | +$199,350 |
|---|
NXST
NEXSTAR BROADCASTING GROUP I | United States | CL A | 3,593 | 4,266 | +673 | $564,460 | $752,736 | +$188,276 |
|---|
PVH
PVH CORP | United States | COM | 6,239 | 7,382 | +1,143 | $659,525 | $477,542 | -$181,983 |
|---|
NSC
NORFOLK SOUTHN CORP | United States | COM | 11,718 | 12,638 | +920 | $2,736,036 | $2,913,691 | +$177,655 |
|---|
FMC
F M C CORP | United States | COM NEW | 7,732 | 12,805 | +5,073 | $370,131 | $533,072 | +$162,941 |
|---|
SCCO
SOUTHERN COPPER CORP | United States | COM | 3,645 | 5,223 | +1,578 | $333,345 | $491,668 | +$158,323 |
|---|
LENB
LENNAR CORP | United States | CL B | 2,494 | 4,469 | +1,975 | $329,308 | $484,127 | +$154,819 |
|---|
CAG
CONAGRA BRANDS INC | United States | COM | 25,443 | 32,169 | +6,726 | $700,700 | $854,087 | +$153,387 |
|---|
RS
RELIANCE INC | United States | COM | 4,827 | 4,998 | +171 | $1,285,044 | $1,430,827 | +$145,783 |
|---|
M
MACYS INC | United States | COM | 40,782 | 42,834 | +2,052 | $683,914 | $548,704 | -$135,210 |
|---|
PHM
PULTE GROUP INC | United States | COM | 15,031 | 17,399 | +2,368 | $1,636,275 | $1,770,174 | +$133,899 |
|---|
ACM
AECOM | United States | COM | 6,341 | 8,726 | +2,385 | $678,804 | $807,504 | +$128,700 |
|---|
CF
CF INDS HLDGS INC | United States | COM | 16,770 | 16,809 | +39 | $1,409,183 | $1,300,849 | -$108,334 |
|---|
OMC
OMNICOM GROUP INC | United States | COM | 16,600 | 18,983 | +2,383 | $1,424,612 | $1,523,196 | +$98,584 |
|---|
LHX
L3HARRIS TECHNOLOGIES INC | United States | COM | 13,227 | 13,761 | +534 | $2,763,649 | $2,858,848 | +$95,199 |
|---|
SJM
SMUCKER J M CO | United States | COM NEW | 8,105 | 8,447 | +342 | $890,577 | $982,555 | +$91,978 |
|---|
RHI
ROBERT HALF INTL INC | United States | COM | 10,889 | 12,518 | +1,629 | $765,932 | $674,470 | -$91,462 |
|---|
GIS
GENERAL MLS INC | United States | COM | 47,388 | 52,315 | +4,927 | $3,002,978 | $3,092,340 | +$89,362 |
|---|
HOLX
HOLOGIC INC | United States | COM | 9,798 | 12,936 | +3,138 | $708,101 | $793,236 | +$85,135 |
|---|
TTC
TORO CO | United States | COM | 4,124 | 5,696 | +1,572 | $330,621 | $415,238 | +$84,617 |
|---|
FLO
FLOWERS FOODS INC | United States | COM | 19,871 | 25,213 | +5,342 | $408,349 | $476,021 | +$67,672 |
|---|
HRB
BLOCK H & R INC | United States | COM | 14,930 | 15,614 | +684 | $778,450 | $844,717 | +$66,267 |
|---|
UHS
UNIVERSAL HLTH SVCS INC | United States | CL B | 4,329 | 4,500 | +171 | $772,164 | $837,810 | +$65,646 |
|---|
NVR
NVR INC | United States | COM | 226 | 266 | +40 | $1,847,880 | $1,910,327 | +$62,447 |
|---|
ITW
ILLINOIS TOOL WKS INC | United States | COM | 17,622 | 18,477 | +855 | $4,464,181 | $4,526,126 | +$61,945 |
|---|
MAN
MANPOWERGROUP INC | United States | COM | 11,452 | 11,965 | +513 | $650,817 | $701,867 | +$51,050 |
|---|
ALSN
ALLISON TRANSMISSION HLDGS I | United States | COM | 5,616 | 5,789 | +173 | $606,696 | $556,091 | -$50,605 |
|---|
DBX
DROPBOX INC | United States | CL A | 19,657 | 20,533 | +876 | $594,624 | $545,356 | -$49,268 |
|---|
FBIN
FORTUNE BRANDS HOME & SEC IN | United States | COM | 7,504 | 9,185 | +1,681 | $512,523 | $558,632 | +$46,109 |
|---|
SON
SONOCO PRODS CO | United States | COM | 6,404 | 7,613 | +1,209 | $311,234 | $355,527 | +$44,293 |
|---|
SMG
SCOTTS MIRACLE GRO CO | United States | CL A | 4,445 | 6,028 | +1,583 | $289,547 | $330,093 | +$40,546 |
|---|
SYY
SYSCO CORP | United States | COM | 27,461 | 28,829 | +1,368 | $2,096,922 | $2,136,229 | +$39,307 |
|---|
TOL
TOLL BROTHERS INC | United States | COM | 7,350 | 8,460 | +1,110 | $926,982 | $888,977 | -$38,005 |
|---|
HOG
HARLEY DAVIDSON INC | United States | COM | 8,257 | 11,208 | +2,951 | $245,150 | $281,769 | +$36,619 |
|---|
GNTX
GENTEX CORP | United States | COM | 21,061 | 24,455 | +3,394 | $602,345 | $572,247 | -$30,098 |
|---|
SCI
SERVICE CORP INTL | United States | COM | 9,893 | 10,237 | +344 | $789,659 | $816,810 | +$27,151 |
|---|
SEE
SEALED AIR CORP NEW | | COM | 7,240 | 7,582 | +342 | $243,481 | $219,878 | -$23,603 |
|---|
BYD
BOYD GAMING CORP | United States | COM | 5,874 | 6,047 | +173 | $423,457 | $400,614 | -$22,843 |
|---|
DOW
DOW INC | United States | COM | 71,979 | 83,284 | +11,305 | $2,838,852 | $2,861,638 | +$22,786 |
|---|
LSTR
LANDSTAR SYS INC | United States | COM | 3,082 | 3,460 | +378 | $531,522 | $509,900 | -$21,622 |
|---|
PFE
PFIZER INC | United States | COM | 218,000 | 228,990 | +10,990 | $5,759,560 | $5,772,838 | +$13,278 |
|---|
ADI
ANALOG DEVICES INC | United States | COM | 16,864 | 17,719 | +855 | $3,584,612 | $3,571,442 | -$13,170 |
|---|
CLX
CLOROX CO DEL | United States | COM | 8,206 | 9,143 | +937 | $1,324,613 | $1,337,438 | +$12,825 |
|---|
ALLE
ALLEGION PLC | Ireland | ORD SHS | 3,660 | 3,831 | +171 | $479,350 | $491,479 | +$12,129 |
|---|
HRL
HORMEL FOODS CORP | United States | COM | 13,794 | 14,480 | +686 | $430,373 | $439,613 | +$9,240 |
|---|
EXP
EAGLE MATERIALS INC | United States | COM | 1,906 | 2,165 | +259 | $469,791 | $478,400 | +$8,609 |
|---|
IPG
INTERPUBLIC GROUP COS INC | United States | COM | 32,942 | 34,502 | +1,560 | $915,458 | $907,058 | -$8,400 |
|---|
AOS
SMITH A O | United States | COM | 10,972 | 11,485 | +513 | $746,315 | $753,531 | +$7,216 |
|---|
OC
OWENS CORNING NEW | United States | COM | 4,864 | 5,737 | +873 | $824,886 | $818,268 | -$6,618 |
|---|
BC
BRUNSWICK CORP | United States | COM | 7,417 | 8,858 | +1,441 | $478,397 | $473,814 | -$4,583 |
|---|
CROX
CROCS INC | United States | COM | 5,545 | 5,718 | +173 | $602,797 | $606,051 | +$3,254 |
|---|
TXT
TEXTRON INC | United States | COM | 17,437 | 18,292 | +855 | $1,334,977 | $1,335,316 | +$339 |
|---|
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