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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
CBChubb Limited
Recent Activity
Decreased -1.17%
1.49%
$13.424M
48,585 shares@ $276.31 avg price
SHWSherwin-williams Co.
Recent Activity
Increased 0.52%
1.48%
$13.367M
39,323 shares@ $339.94 avg price
ABTAbbott Laboratories
Recent Activity
Decreased -1.86%
1.45%
$13.103M
115,842 shares@ $113.12 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
CVXChevron Corp.
Recent Activity
Decreased -13.06%
1.35%
$12.146M
83,860 shares@ $144.85 avg price
BACBank Of America Corp.
Recent Activity
Decreased -1.5%
1.34%
$12.1M
275,321 shares@ $43.96 avg price
FEFirst Energy Corp.
Recent Activity
Increased 1.36%
1.32%
$11.885M
298,757 shares@ $39.79 avg price
TSLATesla Inc.
Recent Activity
Decreased -14.87%
1.3%
$11.717M
29,014 shares@ $403.85 avg price
CRWDCrowdstrike Hldgs
Recent Activity
Increased 31.53%
1.29%
$11.648M
34,043 shares@ $342.17 avg price