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Robert Key

@Ccm Investment Advisers Llc

Latest period2024 - Q4ReportedManaged Assets$904.84MTotal holdings75
Assets growth rate0.89%Assets growth rate (2-Q avg)3.11%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Ccm Investment Advisers Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 75 positions.

Assets under management

The assets under management (AUM) of Ccm Investment Advisers Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 904.84M in assets, with a quarterly growth rate of 0.89% and a 2-quarter average growth rate of 3.11%. The portfolio is managed by Robert Key, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
WMTWal Mart Stores
Recent Activity
Decreased -1.38%
2.01%
$18.159M
200,986 shares@ $90.36 avg price
VVisa Inc.
Recent Activity
Decreased -0.6%
1.88%
$16.921M
53,539 shares@ $316.05 avg price
FIFiserv Inc.
Recent Activity
Decreased -10.08%
1.83%
$16.494M
80,294 shares@ $205.43 avg price
EVREvercore Inc.
Recent Activity
Decreased -11.37%
1.8%
$16.245M
58,606 shares@ $277.2 avg price
DALDelta Air Lines
Recent Activity
Decreased -12.41%
1.75%
$15.773M
260,710 shares@ $60.51 avg price
BRK.BBerkshire Hathaway Inc. Cl B
Recent Activity
Decreased -0.12%
1.66%
$14.986M
33,061 shares@ $453.28 avg price
EMEEmcor Group Inc.
Recent Activity
Decreased -10.3%
1.59%
$14.384M
31,690 shares@ $453.91 avg price
COFCapital One Financial
Recent Activity
Decreased -7.85%
1.55%
$13.971M
78,348 shares@ $178.33 avg price
CBChubb Limited
Recent Activity
Decreased -1.17%
1.49%
$13.424M
48,585 shares@ $276.31 avg price
ABTAbbott Laboratories
Recent Activity
Decreased -1.86%
1.45%
$13.103M
115,842 shares@ $113.12 avg price