First seen by DFX
Sep 13, 2026
date not stated
CCM Investment Group, LLC: CANDIDATE_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (CCM Investment Group files 13F from 11 Bridge Square, Northfield with CIO Adam Hoffmann, the same address and CIO as Carlson Capital Management, a wealth manager now part of Sequoia Financial Group.)
First seen by DFX
Sep 12, 2026
date not stated
CCM Investment Group, LLC files Form 13F (known_office, $945,813,842 in 207 positions)
CCM Investment Group, LLC reported $917,043,255 across 208 13(f) positions for the quarter ended 2024-12-31
CCM Investment Group, LLC reported $945,813,842 across 207 13(f) positions for the quarter ended 2025-03-31
CCM Investment Group, LLC exited Global Pmts Inc (was $2,181,578, 19,684 shares)
CCM Investment Group, LLC opened a $2,900,128 position in Charter Communications Inc N (7,859 shares)
CCM Investment Group, LLC reduced Baker Hughes Company 56,093 -> 35,236 shares ($2,296,447 -> $1,517,967)
CCM Investment Group, LLC opened a $2,258,707 position in Coterra Energy Inc (78,893 shares)
CCM Investment Group, LLC reduced Cummins Inc 8,610 -> 6,228 shares ($2,999,810 -> $1,955,717)
CCM Investment Group, LLC opened a $2,096,096 position in D R Horton Inc (16,637 shares)
CCM Investment Group, LLC reduced Ebay Inc. 58,551 -> 42,867 shares ($3,633,675 -> $2,878,948)
CCM Investment Group, LLC opened a $2,376,672 position in Ferguson Enterprises Inc (14,807 shares)
CCM Investment Group, LLC reduced Williams Sonoma Inc 11,404 -> 7,725 shares ($2,126,960 -> $1,228,121)
CCM Investment Group, LLC increased Abbvie Inc 23,037 -> 31,860 shares ($4,059,119 -> $6,540,539)
CCM Investment Group, LLC increased Caterpillar Inc 13,770 -> 17,751 shares ($4,998,648 -> $5,852,327)
CCM Investment Group, LLC opened a $3,465,774 position in Applied Matls Inc (23,892 shares)
CCM Investment Group, LLC opened a $3,979,962 position in General Dynamics Corp (14,791 shares)
CCM Investment Group, LLC opened a $2,435,054 position in Occidental Pete Corp (49,868 shares)
CCM Investment Group, LLC exited Nucor Corp (was $3,038,649, 26,352 shares)
CCM Investment Group, LLC exited Mondelez Intl Inc (was $4,632,242, 78,393 shares)
CCM Investment Group, LLC exited Automatic Data Processing in (was $3,793,083, 12,947 shares)
CCM Investment Group, LLC exited Diamondback Energy Inc (was $2,409,066, 14,965 shares)
CCM Investment Group, LLC exited Fidelity Natl Information Sv (was $3,517,915, 43,652 shares)
CCM Investment Group, LLC exited Ross Stores Inc (was $2,095,094, 13,829 shares)
CCM Investment Group, LLC increased Comcast Corp New 139,638 -> 176,211 shares ($5,221,065 -> $6,452,847)
CCM Investment Group, LLC increased Conocophillips 14,774 -> 58,493 shares ($1,434,408 -> $5,987,928)
CCM Investment Group, LLC increased Lennar Corp 13,942 -> 21,161 shares ($1,898,900 -> $2,410,873)
CCM Investment Group, LLC increased Merck & Co Inc 49,986 -> 63,576 shares ($4,917,123 -> $5,672,886)
CCM Investment Group, LLC increased Pepsico Inc 26,636 -> 34,594 shares ($4,041,214 -> $5,163,846)
CCM Investment Group, LLC opened a $2,770,426 position in Centene Corp Del (46,143 shares)
CCM Investment Group, LLC opened a $2,320,585 position in Devon Energy Corp New (63,128 shares)