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Richard J. Linden

Ccm Investment Advisers Llc

Assets Managed
$1.045B
Holdings
93
Last Quarter
2026 - Q1
Filed Date
10d ago
Growth Rate
0%(2Q avg: 1.45%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ccm Investment Advisers Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 93 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.045B in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 1.45%. The portfolio is managed by Richard J. Linden, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -3.32%
3.64%
$38.02M
132,216 shares@ $287.57 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.89%
3.49%
$36.44M
208,946 shares@ $174.41 avg price
STX
Seagate Technology Holdings
Recent Activity
Decreased -10.06%
3.45%
$36.038M
91,988 shares@ $391.77 avg price
CAT
Caterpillar Inc
Recent Activity
Decreased -4.88%
3.32%
$34.613M
48,856 shares@ $708.47 avg price
JBL
Jabil Inc
Recent Activity
Decreased -5.38%
3.17%
$33.041M
124,388 shares@ $265.64 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.82%
3.01%
$31.367M
123,594 shares@ $253.8 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.49%
2.96%
$30.849M
148,120 shares@ $208.28 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -1.2%
2.95%
$30.78M
99,446 shares@ $309.52 avg price
AMAT
Applied Materials Inc
Recent Activity
Decreased -8.45%
2.77%
$28.892M
84,532 shares@ $341.8 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 5.64%
2.4%
$25.022M
67,596 shares@ $370.18 avg price

1-10 of 93