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CIK: 0001863523
Total reported value
$4.7B
$4.7B
399 檔
9.4%
According to the latest 13F quarterly dataset, CSM Advisors, LLC managed an equity portfolio of $4.7B at the end of Q4 2025, spanning 399 distinct U.S. exchange-listed positions.
CSM Advisors, LLC executed strategic sector rebalancing during Q4 2025, establishing 21 new positions while fully exiting 19 holdings and trimming 79 positions.
Showing top 200 holdings (of 399 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.21% | +0.24% | -3.33% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 2.67% | +0.08% | +0.05% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.40% | +0.51% | -23.99% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 1.90% | -0.06% | — | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.83% | +0.02% | -19.00% | |
| 6 | USB | US Bancorp | Stock-Financials | 1.65% | +0.01% | +8.63% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.55% | +1.14% | +5705.00% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.47% | -0.05% | -3.10% | |
| 9 | HIG | Hartford Insurance Group Inc | Stock-Financials | 1.46% | +0.02% | +15.58% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.44% | -0.15% | +3.78% | |
| 11 | CMI | Cummins Inc | Stock-Industrials | 1.43% | +0.07% | -11.77% | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 1.39% | -0.47% | +4.16% | |
| 13 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 1.25% | -0.04% | — | |
| 14 | C | Citigroup Inc | Stock-Financials | 1.25% | +0.06% | +8.67% | |
| 15 | ORSIX | Nrth Sq Dyn Sm Cap-i | Stock-Other | 1.19% | -1.05% | EXIT | |
| 16 | DAL | Delta Air Lines Inc | Stock-Industrials | 1.19% | +0.19% | +20.17% | |
| 17 | SYF | Synchrony Financial | Stock-Financials | 1.18% | -0.02% | +16.36% | |
| 18 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.16% | -0.05% | +11.11% | |
| 19 | CAT | Caterpillar Inc | Stock-Industrials | 1.13% | +0.14% | +0.75% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.11% | +0.22% | +11.04% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.09% | -1.21% | +5.51% | |
| 22 | QCOM | Qualcomm Inc | Stock-Tech | 1.08% | -0.61% | +16.63% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 1.07% | -0.27% | -8.97% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.05% | +1.30% | +1.11% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.03% | +0.51% | -0.35% | |
| 26 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.03% | +0.01% | -6.10% | |
| 27 | IBM | Intl Business Machines CORP | Stock-Tech | 0.99% | -0.10% | +8.60% | |
| 28 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.98% | -0.39% | +17.12% | |
| 29 | GM | General Motors Co | Stock-Consumer Disc | 0.88% | +0.04% | -3.41% | |
| 30 | MO | Altria Group Inc | Stock-Consumer Staples | 0.87% | +0.03% | +8.44% | |
| 31 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.86% | -0.07% | +20.52% | |
| 32 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.83% | -0.11% | +8.52% | |
| 33 | EOG | Eog Resources Inc | Stock-Energy | 0.82% | -0.21% | -10.27% | |
| 34 | MDT | Medtronic plc | Stock-Healthcare | 0.81% | -0.57% | EXIT | |
| 35 | SHEL | Shell Plc-adr | Stock-Energy | 0.81% | -0.23% | +8.47% | |
| 36 | NUE | Nucor CORP | Stock-Materials | 0.74% | +0.06% | +53.68% | |
| 37 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.74% | +0.02% | +45.71% | |
| 38 | URI | United Rentals Inc | Stock-Industrials | 0.72% | -0.01% | +28.39% | |
| 39 | DUK | Duke Energy CORP | Stock-Utilities | 0.71% | -0.11% | -20.51% | |
| 40 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.68% | -0.07% | +8.62% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.67% | +0.10% | +8.40% | |
| 42 | LNC | Lincoln National CORP | Stock-Financials | 0.64% | -0.33% | EXIT | |
| 43 | KO | The Coca-Cola Company | Stock-Consumer Staples | 0.64% | -0.03% | +8.66% | |
| 44 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.64% | -0.51% | +3.69% | |
| 45 | CF | Cf Industries Holdings Inc | Stock-Materials | 0.62% | -0.13% | +983.21% | |
| 46 | FOXA | Fox CORP - Class A | Stock-Comm Services | 0.62% | -0.13% | -18.12% | |
| 47 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.62% | -0.55% | EXIT | |
| 48 | APTV | Aptiv PLC | Stock-Consumer Disc | 0.61% | -0.37% | EXIT | |
| 49 | ZM | Zoom Communications Inc | Stock-Tech | 0.61% | +0.06% | +30.94% | |
| 50 | PFE | Pfizer Inc | Stock-Healthcare | 0.60% | -0.07% | +31.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | +1.5% | +5705.00% | Add |
| 2 | CF | Cf Industries Holdings Inc | +0.6% | +983.21% | Add |
| 3 | DAL | Delta Air Lines Inc | +0.4% | +20.17% | Add |
| 4 | NUE | Nucor CORP | +0.3% | +53.68% | Add |
| 5 | SYF | Synchrony Financial | +0.3% | +16.36% | Add |
| 6 | LNC | Lincoln National CORP | +0.3% | +58.22% | Add |
| 7 | USB | US Bancorp | +0.2% | +8.63% | Add |
| 8 | C | Citigroup Inc | +0.2% | +8.67% | Add |
| 9 | HIG | Hartford Insurance Group Inc | +0.2% | +15.58% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.35% | Trim |
| 11 | SPG | Simon Property Group Inc | +0.2% | +45.71% | Add |
| 12 | GM | General Motors Co | +0.2% | -3.41% | Trim |
| 13 | CSCO | Cisco Systems Inc | +0.2% | +4.16% | Add |
| 14 | CAT | Caterpillar Inc | +0.2% | +0.75% | Add |
| 15 | JNJ | Johnson & Johnson | +0.2% | +3.78% | Add |
| 16 | DG | Dollar General CORP | +0.2% | +11.80% | Add |
| 17 | QCOM | Qualcomm Inc | +0.2% | +16.63% | Add |
| 18 | BNY | Bank Of New York Mellon CORP | +0.2% | +11.11% | Add |
| 19 | ZM | Zoom Communications Inc | +0.2% | +30.94% | Add |
| 20 | LLY | Eli Lilly & Co | +0.2% | +19.73% | Add |
| 21 | VTWO | Vanguard Russell 2000 ETF | +0.1% | +17.12% | Add |
| 22 | VXUS | Vanguard Total Intl Stock | +0.1% | +42.36% | Add |
| 23 | MTX | Minerals Technologies Inc | +0.1% | +82.29% | Add |
| 24 | AMP | Ameriprise Financial Inc | +0.1% | +20.52% | Add |
| 25 | PFE | Pfizer Inc | +0.1% | +31.52% | Add |
| 26 | VEA | Vanguard Ftse Developed ETF | +0.1% | +21.23% | Add |
| 27 | DNOW | Dnow Inc | +0.1% | +96.39% | Add |
| 28 | IBM | Intl Business Machines CORP | +0.1% | +8.60% | Add |
| 29 | WPC | Wp Carey Inc | +0.1% | +32.07% | Add |
| 30 | ABX | Abacus Global Management Inc | +0.1% | +10.73% | Add |
| 31 | NVDA | Nvidia CORP | +0.1% | +11.04% | Add |
| 32 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +26.37% | Add |
| 33 | APTV | Aptiv PLC | +0.1% | +32.09% | Add |
| 34 | SHEL | Shell Plc-adr | +0.1% | +8.47% | Add |
| 35 | GPOR | Gulfport Energy CORP | +0.1% | +44.76% | Add |
| 36 | IDT | Idt Corp-class B | +0.1% | +107.42% | Add |
| 37 | CMI | Cummins Inc | +0.1% | -11.77% | Trim |
| 38 | MDT | Medtronic plc | +0.1% | +8.51% | Add |
| 39 | VICI | Vici Properties Inc | +0.1% | +36.41% | Add |
| 40 | GSL | Global Ship Lease, Inc. | +0.1% | +3.04% | Add |
| 41 | ENS | Enersys | +0.1% | -0.50% | Trim |
| 42 | EWC | Ishares Msci Canada ETF | +0.1% | +3.69% | Add |
| 43 | TSN | Tyson Foods Inc-cl A | +0.1% | +8.61% | Add |
| 44 | SNCY | Sun Country Airlines Holding | +0.1% | +11.93% | Add |
| 45 | ZEUS | Olympic Steel Inc | +0.1% | -1.00% | Trim |
| 46 | MYE | Myers Industries Inc | +0.1% | +45.95% | Add |
| 47 | TEX | Terex CORP | +0.1% | +36.56% | Add |
| 48 | JOUT | Johnson Outdoors Inc-a | +0.1% | +41.99% | Add |
| 49 | AAPL | Apple Inc | 0% | +1.11% | Add |
| 50 | URI | United Rentals Inc | 0% | +28.39% | Add |
According to official SEC Form 13F filings, CSM Advisors, LLC reported a total U.S. public equity portfolio value of $4.7B across 399 disclosed positions in Q4 2025.
During Q4 2025, CSM Advisors, LLC's top holdings by market value included QQQ (3.2%)、VUG (2.7%)、SPY (2.4%). The largest single position, QQQ, represented 3.2% 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, VUG, SPY) accounted for 9.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
GD
市值: $20.1M
Top Position Liquidated / Trimmed
XLF
前期市值: $37.1M
In Q4 2025, CSM Advisors, LLC made 198 total portfolio adjustments, initiating 21 new buys, adding to 79 positions, trimming 79 holdings, and fully liquidating 19 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.
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