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CIK: 0001863523
Total reported value
$4.7B
$4.7B
134 檔
8.5%
In Q1 2024, CSM Advisors, LLC's U.S. equity holdings reached a combined market value of $4.7B, distributed across 134 disclosed stock positions.
During Q1 2024, CSM Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, SPY, VUG) accounted for 8.5% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.61% | +0.24% | -3.39% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.16% | +0.51% | -4.28% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 4.79% | +0.08% | — | |
| 4 | ORSIX | Nrth Sq Dyn Sm Cap-i | Stock-Other | 4.50% | -1.05% | EXIT | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 3.99% | -0.06% | -30.66% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.00% | -1.21% | -2.51% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.26% | +1.30% | -7.57% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.07% | +0.02% | -1.73% | |
| 9 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.97% | — | — | |
| 10 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.95% | -0.03% | +1.29% | |
| 11 | XLF | Ss Financial Select Sector | ETF-Other | 1.91% | — | — | |
| 12 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 1.87% | -0.39% | +23.45% | |
| 13 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.87% | -0.01% | EXIT | |
| 14 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.87% | — | — | |
| 15 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.85% | — | — | |
| 16 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.84% | — | — | |
| 17 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 1.78% | -0.04% | — | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 1.62% | — | — | |
| 19 | ADVGX | North Sq Sel Sm Cap-i | Stock-Other | 1.53% | -0.45% | EXIT | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.43% | +1.08% | +1938.39% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.37% | — | -1.49% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.35% | +0.15% | -2.60% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.34% | -0.05% | +1.97% | |
| 24 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 1.20% | — | -20.79% | |
| 25 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.02% | — | — | |
| 26 | DELL | Dell Technologies -c | Stock-Tech | 0.98% | +0.27% | -1.81% | |
| 27 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.98% | +0.01% | +0.21% | |
| 28 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.93% | -0.01% | -0.01% | |
| 29 | J | Jacobs Solutions Inc | Stock-Industrials | 0.91% | — | +1.14% | |
| 30 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.90% | — | — | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.88% | -0.04% | +197.27% | |
| 32 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.87% | — | — | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.87% | +0.02% | -2.09% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.86% | -0.27% | +0.40% | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.86% | -0.03% | +0.89% | |
| 36 | CNC | Centene CORP | Stock-Healthcare | 0.86% | — | -0.18% | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.86% | +0.14% | +2.28% | |
| 38 | TGT | Target CORP | Stock-Consumer Disc | 0.84% | — | +2.93% | |
| 39 | DFSEUR | Discover Financial Services | Stock-Other | 0.82% | — | +1.59% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.81% | -0.05% | +0.14% | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 0.81% | -0.01% | -1.39% | |
| 42 | CB | Chubb Limited | Stock-Financials | 0.76% | -0.01% | +2.32% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.74% | — | +1.22% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.72% | -0.01% | -10.58% | |
| 45 | HON | Honeywell International Inc | Stock-Industrials | 0.72% | -0.01% | EXIT | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.70% | — | -1.40% | |
| 47 | GLPI | Gaming And Leisure Propertie | Stock-Real Estate | 0.70% | -0.01% | +1.94% | |
| 48 | SYY | Sysco CORP | Stock-Consumer Staples | 0.70% | — | +4552.60% | |
| 49 | CRM | Salesforce Inc | Stock-Tech | 0.70% | +0.49% | +1.52% | |
| 50 | DE | Deere & Co | Stock-Industrials | 0.67% | — | +0.37% |
According to official SEC Form 13F filings, CSM Advisors, LLC reported a total U.S. public equity portfolio value of $4.7B across 134 disclosed positions in Q1 2024.
During Q1 2024, CSM Advisors, LLC's top holdings by market value included QQQ (6.6%)、SPY (6.2%)、VUG (4.8%). The largest single position, QQQ, represented 6.6% of total portfolio value.
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In Q1 2024, CSM Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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