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CIK: 0001863523
Total reported value
$4.7B
$4.7B
377 檔
9.2%
According to the latest 13F quarterly dataset, CSM Advisors, LLC managed an equity portfolio of $4.7B at the end of Q2 2025, spanning 377 distinct U.S. exchange-listed positions.
In Q2 2025, CSM Advisors, LLC displayed an active expansion posture, initiating 166 new positions and adding to 17 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, SPY, VUG) accounted for 9.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
DUK
市值: $38.7M
Top Position Liquidated / Trimmed
HDV
前期市值: $55.9M
Showing top 200 holdings (of 377 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.22% | +0.24% | -34.57% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.08% | +0.51% | -34.09% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 2.58% | +0.08% | -49.31% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 1.89% | -0.06% | -49.32% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.84% | -0.05% | +133.72% | |
| 6 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.55% | +0.01% | +134.85% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.41% | +0.51% | +553.59% | |
| 8 | ORSIX | Nrth Sq Dyn Sm Cap-i | Stock-Other | 1.28% | -1.05% | EXIT | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.26% | -1.21% | +4.16% | |
| 10 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 1.25% | -0.04% | -50.00% | |
| 11 | CSCO | Cisco Systems Inc | Stock-Tech | 1.22% | -0.47% | +888.19% | |
| 12 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.13% | -0.05% | +1077.88% | |
| 13 | DUK | Duke Energy CORP | Stock-Utilities | 1.13% | -0.11% | — | |
| 14 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.12% | -0.11% | — | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.08% | +1.30% | +4.22% | |
| 16 | C | Citigroup Inc | Stock-Financials | 1.08% | +0.06% | — | |
| 17 | XLF | Ss Financial Select Sector | ETF-Other | 1.05% | — | -50.00% | |
| 18 | HIG | Hartford Insurance Group Inc | Stock-Financials | 1.03% | +0.02% | — | |
| 19 | CAT | Caterpillar Inc | Stock-Industrials | 1.01% | +0.14% | +248.05% | |
| 20 | CMI | Cummins Inc | Stock-Industrials | 0.99% | +0.07% | — | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 0.98% | -0.03% | +63.72% | |
| 22 | SYF | Synchrony Financial | Stock-Financials | 0.92% | -0.02% | — | |
| 23 | USB | US Bancorp | Stock-Financials | 0.91% | +0.01% | — | |
| 24 | INDA | Ishares Msci India ETF | ETF-Other | 0.88% | -0.02% | — | |
| 25 | IBM | Intl Business Machines CORP | Stock-Tech | 0.88% | -0.10% | — | |
| 26 | EOG | Eog Resources Inc | Stock-Energy | 0.87% | -0.21% | +279.05% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | +1.08% | +1.12% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.82% | +0.02% | +0.02% | |
| 29 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.82% | -0.39% | -1.94% | |
| 30 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.80% | -0.55% | EXIT | |
| 31 | MO | Altria Group Inc | Stock-Consumer Staples | 0.78% | +0.03% | — | |
| 32 | FOXA | Fox CORP - Class A | Stock-Comm Services | 0.75% | -0.13% | — | |
| 33 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.74% | +0.02% | — | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.74% | +0.15% | +3.28% | |
| 35 | URI | United Rentals Inc | Stock-Industrials | 0.73% | -0.01% | — | |
| 36 | KR | Kroger Co | Stock-Consumer Staples | 0.71% | -0.10% | — | |
| 37 | SHEL | Shell Plc-adr | Stock-Energy | 0.69% | -0.23% | — | |
| 38 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.67% | — | — | |
| 39 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.66% | +0.19% | — | |
| 40 | MDT | Medtronic plc | Stock-Healthcare | 0.64% | -0.57% | EXIT | |
| 41 | QCOM | Qualcomm Inc | Stock-Tech | 0.64% | -0.61% | — | |
| 42 | MOS | Mosaic Co/the | Stock-Materials | 0.63% | — | — | |
| 43 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.63% | -0.07% | — | |
| 44 | ADVGX | North Sq Sel Sm Cap-i | Stock-Other | 0.63% | -0.45% | EXIT | |
| 45 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.62% | +0.22% | — | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.61% | +0.02% | +1.05% | |
| 47 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.61% | -0.03% | +1.03% | |
| 48 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.61% | — | -50.00% | |
| 49 | PFE | Pfizer Inc | Stock-Healthcare | 0.60% | -0.07% | — | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.60% | -0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DUK | Duke Energy CORP | +1.1% | NEW | New buy |
| 2 | VZ | Verizon Communications Inc | +1.1% | NEW | New buy |
| 3 | C | Citigroup Inc | +1.1% | NEW | New buy |
| 4 | GOOGL | Alphabet Inc-cl A | +1.1% | +553.59% | Add |
| 5 | HIG | Hartford Insurance Group Inc | +1% | NEW | New buy |
| 6 | CSCO | Cisco Systems Inc | +1% | +888.19% | Add |
| 7 | CMI | Cummins Inc | +1% | NEW | New buy |
| 8 | BNY | Bank Of New York Mellon CORP | +1% | +1077.88% | Add |
| 9 | SYF | Synchrony Financial | +0.9% | NEW | New buy |
| 10 | USB | US Bancorp | +0.9% | NEW | New buy |
| 11 | INDA | Ishares Msci India ETF | +0.9% | NEW | New buy |
| 12 | IBM | Intl Business Machines CORP | +0.9% | NEW | New buy |
| 13 | MO | Altria Group Inc | +0.8% | NEW | New buy |
| 14 | FOXA | Fox CORP - Class A | +0.8% | NEW | New buy |
| 15 | SPG | Simon Property Group Inc | +0.7% | NEW | New buy |
| 16 | URI | United Rentals Inc | +0.7% | NEW | New buy |
| 17 | KR | Kroger Co | +0.7% | NEW | New buy |
| 18 | SHEL | Shell Plc-adr | +0.7% | NEW | New buy |
| 19 | DRI | Darden Restaurants Inc | +0.7% | NEW | New buy |
| 20 | DAL | Delta Air Lines Inc | +0.7% | NEW | New buy |
| 21 | MDT | Medtronic plc | +0.6% | NEW | New buy |
| 22 | QCOM | Qualcomm Inc | +0.6% | NEW | New buy |
| 23 | MOS | Mosaic Co/the | +0.6% | NEW | New buy |
| 24 | AMP | Ameriprise Financial Inc | +0.6% | NEW | New buy |
| 25 | EBAY | Ebay Inc | +0.6% | NEW | New buy |
| 26 | PFE | Pfizer Inc | +0.6% | NEW | New buy |
| 27 | RTX | Rtx CORP | +0.6% | NEW | New buy |
| 28 | JPM | Jpmorgan Chase & Co | +0.6% | +133.72% | Add |
| 29 | GS | Goldman Sachs Group Inc | +0.6% | +134.85% | Add |
| 30 | JNJ | Johnson & Johnson | +0.6% | NEW | New buy |
| 31 | CAT | Caterpillar Inc | +0.6% | +248.05% | Add |
| 32 | DGX | Quest Diagnostics Inc | +0.5% | NEW | New buy |
| 33 | ABBV | Abbvie Inc | +0.5% | NEW | New buy |
| 34 | BMY | Bristol-myers Squibb Co | +0.5% | NEW | New buy |
| 35 | VSS | Vanguard Ftse All Wo X-us Sc | +0.5% | +5285.11% | Add |
| 36 | SCHC | Schwab Intl Small-cap Equity | +0.5% | NEW | New buy |
| 37 | VNQI | Vanguard Glbl Ex-us Real Est | +0.5% | NEW | New buy |
| 38 | EWC | Ishares Msci Canada ETF | +0.4% | +666.54% | Add |
| 39 | CI | THE Cigna Group | +0.4% | NEW | New buy |
| 40 | WPC | Wp Carey Inc | +0.4% | NEW | New buy |
| 41 | EOG | Eog Resources Inc | +0.4% | +279.05% | Add |
| 42 | ELV | Elevance Health Inc | +0.4% | NEW | New buy |
| 43 | KO | The Coca-Cola Company | +0.4% | NEW | New buy |
| 44 | CTRA | Coterra Energy Inc | +0.4% | NEW | New buy |
| 45 | COF | Capital One Financial CORP | +0.4% | NEW | New buy |
| 46 | AES | Aes CORP | +0.4% | NEW | New buy |
| 47 | BIRD | Smartbird, Inc | +0.4% | NEW | New buy |
| 48 | NEM | Newmont CORP | +0.4% | NEW | New buy |
| 49 | TSN | Tyson Foods Inc-cl A | +0.3% | NEW | New buy |
| 50 | SRE | Sempra | +0.3% | NEW | New buy |
According to official SEC Form 13F filings, CSM Advisors, LLC reported a total U.S. public equity portfolio value of $4.7B across 377 disclosed positions in Q2 2025.
During Q2 2025, CSM Advisors, LLC's top holdings by market value included QQQ (3.2%)、SPY (3.1%)、VUG (2.6%). The largest single position, QQQ, represented 3.2% of total portfolio value.
In Q2 2025, CSM Advisors, LLC made 200 total portfolio adjustments, initiating 166 new buys, adding to 17 positions, trimming 15 holdings, and fully liquidating 2 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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