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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
MRKMerck & Co.
Recent Activity
Increased 11.3%
1.53%
$13.811M
138,827 shares@ $99.49 avg price
ADBEAdobe Systems
Recent Activity
Increased 8.42%
1.5%
$13.521M
30,405 shares@ $444.7 avg price
SHWSherwin-williams Co.
Recent Activity
Increased 0.52%
1.48%
$13.367M
39,323 shares@ $339.94 avg price
STXSeagate Technology Holdings
Recent Activity
Increased 2.8%
1.39%
$12.541M
145,304 shares@ $86.32 avg price
PGProcter & Gamble
Recent Activity
Increased 2.91%
1.35%
$12.205M
72,801 shares@ $167.66 avg price
FEFirst Energy Corp.
Recent Activity
Increased 1.36%
1.32%
$11.885M
298,757 shares@ $39.79 avg price
CRWDCrowdstrike Hldgs
Recent Activity
Increased 31.53%
1.29%
$11.648M
34,043 shares@ $342.17 avg price
EQIXEquinix Inc
Recent Activity
Increased 5.43%
1.2%
$10.856M
11,513 shares@ $942.9 avg price
PEPPepsico Inc.
Recent Activity
Increased 0.56%
1.17%
$10.519M
69,178 shares@ $152.07 avg price
DUKDuke Energy Corp.
Recent Activity
Increased 24.32%
1%
$9.008M
83,610 shares@ $107.75 avg price