CCM Investment Group LLC

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Assets, Funds, Holdings

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CCM Investment Group LLC
CRD #327915
SEC #801-128708
CIK #0002067069, 0001622213
AUM
Employees 3 (67% Investors, 0% Brokers)
Phone507-645-8887
Address11 Bridge Square
Northfield, MN 55057
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
100080060040020002011201620212026
Sector Form 13F Holdings Value ($M)
Apple Inc 21.5
Johnson & Johnson 8.3
Procter & Gamble Co 8.1
Philip Morris International Inc 7.6
Chevron Corp 7.6
AT&T Inc 7.2
Home Depot Inc 7.0
Cisco Systems Inc 6.6
AbbVie Inc 6.5
Comcast Corp 6.5
View All
Holdings by Sector ($M)
100080060040020002024202420252026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 951.6
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1 951.6
By Discretionary
Discretionary 1 951.6
Non-Discretionary 0 0.0
Total 1 951.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 951.6
Total 1 951.6
EDGAR Form CIK 2011 - 2026
D [0001622213]
13F-HR [0002067069]
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