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| Happy Holidays!! thanks for using AUM13F!! |
| CCM Investment Group LLC
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| CRD # | 327915 |
| SEC # | 801-128708 |
| CIK # | 0001622213, 0002067069 |
| AUM | $951.6 M (2025-03-25) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 507-645-8887 |
| Address | 11 Bridge Square Northfield, MN 55057 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001622213 0002067069 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 21.5 | ||
| Exxon Mobil Corp | 9.6 | ||
| Johnson & Johnson | 8.3 | ||
| Procter & Gamble Co | 8.1 | ||
| Philip Morris International Inc | 7.6 | ||
| Chevron Corp | 7.6 | ||
| AT&T Inc | 7.2 | ||
| Home Depot Inc | 7.0 | ||
| Cisco Systems Inc | 6.6 | ||
| AbbVie Inc | 6.5 | ||
| Comcast Corp | 6.5 | ||
| Altria Group Inc | 6.1 | ||
| Cigna Corp | 6.1 | ||
| Amgen Inc | 6.1 | ||
| Conocophillips | 6.0 | ||
| McKesson Corp | 5.9 | ||
| Caterpillar Inc | 5.9 | ||
| Pfizer Inc | 5.8 | ||
| Union Pacific Corp | 5.8 | ||
| Bristol Myers Squibb Co | 5.7 | ||
| Coca Cola Co | 5.7 | ||
| Gilead Sciences Inc | 5.7 | ||
| Merck & Co Inc | 5.7 | ||
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| AUM Breakdown | Accounts | AUM ($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 - 2025 |
|---|---|---|
| D | [0001622213] | |
| 13F-HR | [0002067069] |
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NY | 0.9 |
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