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CCM Investment Advisers, LLC
Richard J. Linden · Investment Advisor · Value
CCM Investment Advisers, LLC is a privately owned investment counseling firm headquartered in Columbia, South Carolina. Founded in 1986 by Fowler W. Cary Jr., the firm provides discretionary asset management services to a diverse range of clients, including high-net-worth individuals, corporations, municipalities, and institutional investors such as endowments and pension plans. CCM specializes in the active management of balanced, equity, and fixed-income portfolios, with an investment foundation rooted in the Capital Asset Pricing Model. The firm utilizes a proprietary Total Portfolio Management System designed to identify relative value among various asset classes and individual securities, prioritizing risk management and capital preservation. Distinguishing itself from larger institutions, CCM avoids automated rebalancing tools, ensuring each client portfolio is managed directly by an experienced adviser to meet specific objectives. With over $1.3 billion in discretionary assets under management, the firm is committed to delivering consistent, superior risk-adjusted performance through a conservative and fundamentally driven investment process.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +38.9% |
| YTD return | +31.0% |
| Sharpe ratio | 3.58 |
| Win rate | 44% |
| AUM | $0.7B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.7B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.ccminc.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| STX | Seagate Technology PLC | 8.4% | +117.2% |
| NVDA | NVIDIA Corporation | 7.0% | +18.9% |
| GOOGL | Alphabet Inc Class A | 6.5% | +31.9% |
| AAPL | Apple Inc | 6.3% | +27.7% |
| AMZN | Amazon.com Inc | 5.8% | +11.4% |
| MSFT | Microsoft Corporation | 5.5% | +3.5% |
| CRWD | Crowdstrike Holdings Inc | 5.4% | +68.1% |
| CAT | Caterpillar Inc | 5.2% | +49.0% |
| AMAT | Applied Materials Inc | 5.0% | +61.2% |
| JBL | Jabil Circuit Inc | 4.9% | +27.7% |
| AMD | Advanced Micro Devices Inc | 4.9% | +65.0% |
| AVGO | Broadcom Inc | 4.7% | +7.1% |
| MPC | Marathon Petroleum Corp | 4.6% | +34.5% |
| CSCO | Cisco Systems Inc | 4.5% | +43.2% |
| META | Meta Platforms Inc. | 4.1% | +28.7% |
| ETN | Eaton Corporation PLC | 3.8% | +16.8% |
| JPM | JPMorgan Chase & Co | 3.7% | +12.0% |
| WMT | Walmart Inc. Common Stock | 3.3% | 0.0% |
| MRK | Merck & Company Inc | 3.2% | -0.6% |
| NFLX | Netflix Inc | 3.1% | -8.2% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 21, 2026 | BUY | WMT | 0.0% → 3.3% |
| Sep 21, 2026 | BUY | MRK | 3.4% → 3.2% |
| Sep 21, 2026 | SELL | AMD | 4.3% → 4.9% |
| Sep 21, 2026 | BUY | MSFT | 5.6% → 5.5% |
| Sep 21, 2026 | BUY | AVGO | 4.8% → 4.7% |
Investment Style Analysis
CCM Investment Advisers, LLC is widely recognized for employing a Value strategy. As of Sep 21, 2026, the firm oversees approximately $0.7B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Software - Infrastructure sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 21, CCM Investment Advisers, LLC made a significant move by increasing exposure to WMT. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The investment philosophy of CCM Investment Advisers is built upon a disciplined, dynamic total portfolio management system that identifies relative value among asset classes and individual securities. Rooted in the Capital Asset Pricing Model, the firm's strategy focuses on the active management of three core decisions: asset allocation, security selection, and timing. CCM adopts a risk-first approach, believing that the effective management of risk is the primary driver of value and superior long-term performance. The firm maintains a conservative bias, seeking to preserve invested principal while generating competitive market returns. Each client's portfolio is managed as a separate account without the use of automated rebalancing, allowing advisers to customize strategies and shift funds from overvalued assets to relatively undervalued alternatives within a logical and unbiased framework.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with CCM Investment Advisers, LLC.
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Frequently asked questions
How is the simulated portfolio for CCM Investment Advisers, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is CCM Investment Advisers, LLC's largest holding?
As of the latest filing, CCM Investment Advisers, LLC's top position is Seagate Technology PLC (STX), representing 8.4% of the portfolio. This reflects a high-conviction bet by the institution.
What is CCM Investment Advisers, LLC's historical performance and risk profile?
Our simulation indicates a total return of +38.9% with a win rate of 44%. Notably, the portfolio maintains a Sharpe Ratio of 3.58, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does CCM Investment Advisers, LLC primarily invest in?
CCM Investment Advisers, LLC has a strong preference for the Semiconductors sector, which makes up 16.6% of their disclosed assets. The portfolio also has exposure to Software - Infrastructure, indicating a specific thematic focus.
Is CCM Investment Advisers, LLC's portfolio concentrated or diversified?
CCM Investment Advisers, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 21.8% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has CCM Investment Advisers, LLC performed in 2026?
Our AI-simulated model portfolio for CCM Investment Advisers, LLC tracks a Year-to-Date (YTD) return of +31.0%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Richard J. Linden manage CCM Investment Advisers, LLC directly?
Yes, Richard J. Linden serves as the key portfolio manager for CCM Investment Advisers, LLC, overseeing the investment strategy and final capital allocation decisions.