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CIK: 0001863523
Total reported value
$4.7B
$4.7B
402 檔
9.9%
During the Q3 2025 filing period, CSM Advisors, LLC (CIK: 0001863523) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $4.7B across 402 reported positions.
In Q3 2025, CSM Advisors, LLC displayed an active expansion posture, initiating 140 new positions and adding to 16 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 402 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.34% | +0.24% | -0.55% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.17% | +0.51% | -0.20% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 2.70% | +0.08% | — | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 1.91% | -0.06% | — | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.80% | +0.02% | +66.35% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.52% | -0.05% | -20.61% | |
| 7 | USB | US Bancorp | Stock-Financials | 1.41% | +0.01% | +52.11% | |
| 8 | CMI | Cummins Inc | Stock-Industrials | 1.38% | +0.07% | +13.24% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.28% | -0.15% | +94.53% | |
| 10 | ORSIX | Nrth Sq Dyn Sm Cap-i | Stock-Other | 1.27% | -1.05% | EXIT | |
| 11 | HIG | Hartford Insurance Group Inc | Stock-Financials | 1.25% | +0.02% | +20.61% | |
| 12 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 1.25% | -0.04% | — | |
| 13 | CVX | Chevron CORP | Stock-Energy | 1.23% | -0.27% | +159.26% | |
| 14 | CSCO | Cisco Systems Inc | Stock-Tech | 1.22% | -0.47% | +6.06% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.14% | -1.21% | -9.73% | |
| 16 | XLF | Ss Financial Select Sector | ETF-Other | 1.04% | — | — | |
| 17 | C | Citigroup Inc | Stock-Financials | 1.03% | +0.06% | -16.03% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.03% | +0.22% | +57.04% | |
| 19 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.02% | +0.01% | -39.11% | |
| 20 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.01% | -0.05% | -22.20% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.01% | +1.30% | -21.93% | |
| 22 | EOG | Eog Resources Inc | Stock-Energy | 1.00% | -0.21% | +27.83% | |
| 23 | DUK | Duke Energy CORP | Stock-Utilities | 0.96% | -0.11% | -14.86% | |
| 24 | CAT | Caterpillar Inc | Stock-Industrials | 0.96% | +0.14% | -19.05% | |
| 25 | MO | Altria Group Inc | Stock-Consumer Staples | 0.95% | +0.03% | +13.02% | |
| 26 | QCOM | Qualcomm Inc | Stock-Tech | 0.93% | -0.61% | +45.41% | |
| 27 | IBM | Intl Business Machines CORP | Stock-Tech | 0.90% | -0.10% | +11.06% | |
| 28 | SYF | Synchrony Financial | Stock-Financials | 0.89% | -0.02% | -4.61% | |
| 29 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.85% | — | — | |
| 30 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.85% | -0.11% | -22.09% | |
| 31 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.84% | -0.39% | -4.42% | |
| 32 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.83% | +0.19% | +13.11% | |
| 33 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.83% | — | +62.29% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.82% | +0.51% | -55.86% | |
| 35 | MDT | Medtronic plc | Stock-Healthcare | 0.76% | -0.57% | EXIT | |
| 36 | SHEL | Shell Plc-adr | Stock-Energy | 0.74% | -0.23% | +11.52% | |
| 37 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.74% | -0.07% | +32.65% | |
| 38 | GM | General Motors Co | Stock-Consumer Disc | 0.70% | +0.04% | — | |
| 39 | URI | United Rentals Inc | Stock-Industrials | 0.68% | -0.01% | -23.88% | |
| 40 | ADVGX | North Sq Sel Sm Cap-i | Stock-Other | 0.68% | -0.45% | EXIT | |
| 41 | FOXA | Fox CORP - Class A | Stock-Comm Services | 0.67% | -0.13% | -16.99% | |
| 42 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.67% | -0.07% | — | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.65% | +0.10% | +3.28% | |
| 44 | RTX | Rtx CORP | Stock-Industrials | 0.64% | -0.05% | -2.26% | |
| 45 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.63% | -0.55% | EXIT | |
| 46 | KO | The Coca-Cola Company | Stock-Consumer Staples | 0.60% | -0.03% | +59.11% | |
| 47 | CG | Carlyle Group Inc/the | Stock-Financials | 0.59% | -0.32% | +27.10% | |
| 48 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.59% | -0.51% | +1.68% | |
| 49 | CI | THE Cigna Group | Stock-Healthcare | 0.57% | +0.02% | +60.69% | |
| 50 | EXE | Expand Energy CORP | Stock-Energy | 0.56% | -0.12% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CSCO | Cisco Systems Inc | +1% | +6.06% | Add |
| 2 | BNY | Bank Of New York Mellon CORP | +0.8% | -22.20% | Add |
| 3 | EOG | Eog Resources Inc | +0.5% | +27.83% | Add |
| 4 | CAT | Caterpillar Inc | +0.5% | -19.05% | Add |
| 5 | VSS | Vanguard Ftse All Wo X-us Sc | +0.5% | — | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.5% | -55.86% | Add |
| 7 | EWC | Ishares Msci Canada ETF | +0.5% | +1.68% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.5% | +66.35% | Add |
| 9 | NVDA | Nvidia CORP | +0.4% | +57.04% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.3% | -20.61% | Add |
| 11 | CVX | Chevron CORP | +0.3% | +159.26% | Add |
| 12 | LLY | Eli Lilly & Co | +0.2% | +918.94% | Add |
| 13 | TSLA | Tesla Inc | +0.2% | +798.07% | Add |
| 14 | GS | Goldman Sachs Group Inc | +0.1% | -39.11% | Add |
| 15 | CG | Carlyle Group Inc/the | — | +27.10% | Add |
| 16 | AVGO | Broadcom Inc | -0.2% | -29.25% | Trim |
| 17 | TMUS | T-mobile US Inc | -0.3% | +62.29% | Add |
| 18 | GILD | Gilead Sciences Inc | -0.3% | -73.77% | Trim |
| 19 | DE | Deere & Co | -0.3% | -68.68% | Trim |
| 20 | MRK | Merck & Co. Inc. | -0.3% | -69.09% | Trim |
| 21 | SBUX | Starbucks CORP | -0.3% | -72.06% | Trim |
| 22 | PEG | Public Service Enterprise Gp | -0.3% | -66.33% | Trim |
| 23 | DIS | Walt Disney Co/the | -0.3% | -66.32% | Trim |
| 24 | DOV | Dover CORP | -0.4% | -66.88% | Trim |
| 25 | GTLS | Chart Industries Inc | -0.4% | -67.52% | Trim |
| 26 | MAR | Marriott International -cl A | -0.4% | -72.09% | Trim |
| 27 | SYY | Sysco CORP | -0.4% | -62.78% | Trim |
| 28 | WFC | Wells Fargo & Co | -0.4% | -64.74% | Trim |
| 29 | DELL | Dell Technologies -c | -0.4% | -69.18% | Trim |
| 30 | T | At&t Inc | -0.4% | -65.94% | Trim |
| 31 | ORCL | Oracle CORP | -0.5% | -80.30% | Trim |
| 32 | DKS | Dick's Sporting Goods Inc | -0.5% | -66.08% | Trim |
| 33 | AMTM | Amentum Holdings Inc | -0.5% | -67.96% | Trim |
| 34 | HON | Honeywell International Inc | -0.5% | -68.37% | Trim |
| 35 | GLPI | Gaming And Leisure Propertie | -0.5% | -64.33% | Trim |
| 36 | CB | Chubb Limited | -0.6% | -66.72% | Trim |
| 37 | CRM | Salesforce Inc | -0.6% | -69.14% | Trim |
| 38 | MSFT | Microsoft CORP | -0.6% | -9.73% | Trim |
| 39 | ABT | Abbott Laboratories | -0.6% | -67.28% | Trim |
| 40 | NKMCX | Nrth Sq Kennedy Microcap-i | -0.6% | — | Trim |
| 41 | EXPE | Expedia Group Inc | -0.7% | -65.46% | Trim |
| 42 | PYPL | Paypal Holdings Inc | -0.7% | -67.19% | Trim |
| 43 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.8% | +75.44% | Trim |
| 44 | MPC | Marathon Petroleum CORP | -0.8% | -67.30% | Trim |
| 45 | AMZN | Amazon.com Inc | -0.8% | -32.44% | Trim |
| 46 | WMT | Walmart Inc | -0.8% | -83.96% | Trim |
| 47 | GDX | Vaneck Gold Miners ETF | -1.2% | — | Trim |
| 48 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -1.5% | -11.23% | Trim |
| 49 | ADVGX | North Sq Sel Sm Cap-i | -1.5% | — | Trim |
| 50 | IEI | Ishares 3-7 Year Treasury Bo | -2.3% | -17.29% | Trim |
According to official SEC Form 13F filings, CSM Advisors, LLC reported a total U.S. public equity portfolio value of $4.7B across 402 disclosed positions in Q3 2025.
During Q3 2025, CSM Advisors, LLC's top holdings by market value included QQQ (3.3%)、SPY (3.2%)、VUG (2.7%). The largest single position, QQQ, represented 3.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, SPY, VUG) accounted for 9.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
USB
市值: $50.6M
Top Position Liquidated / Trimmed
HDV
前期市值: $55.9M
In Q3 2025, CSM Advisors, LLC made 200 total portfolio adjustments, initiating 140 new buys, adding to 16 positions, trimming 41 holdings, and fully liquidating 3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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