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CIK: 0001863523
Total reported value
$4.7B
$4.7B
407 檔
10.9%
As reported in its official Q1 2026 Form 13F filing, CSM Advisors, LLC's tracked investment portfolio stood at $4.7B with 407 total positions.
CSM Advisors, LLC executed strategic sector rebalancing during Q1 2026, establishing 44 new positions while fully exiting 26 holdings and trimming 68 positions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 10.9% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 407 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.01% | +0.22% | +221.18% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.00% | +1.30% | +237.27% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.18% | -1.21% | +189.28% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.17% | +0.24% | -20.49% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 2.17% | +0.08% | +0.34% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.07% | +0.51% | — | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.94% | +0.51% | +127.03% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 1.77% | -0.06% | +0.03% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.61% | +1.08% | +245.79% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.34% | -0.15% | -12.99% | |
| 11 | USB | US Bancorp | Stock-Financials | 1.33% | +0.01% | -8.24% | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 1.30% | -0.47% | +2.53% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.23% | +0.02% | +194.70% | |
| 14 | CAT | Caterpillar Inc | Stock-Industrials | 1.23% | +0.14% | -3.05% | |
| 15 | CMI | Cummins Inc | Stock-Industrials | 1.18% | +0.07% | -13.29% | |
| 16 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 1.11% | -0.04% | +0.03% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.07% | -0.27% | -18.64% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.06% | -0.05% | -12.51% | |
| 19 | ORSIX | Nrth Sq Dyn Sm Cap-i | Stock-Other | 1.05% | -1.05% | EXIT | |
| 20 | HIG | Hartford Insurance Group Inc | Stock-Financials | 1.03% | +0.02% | -20.36% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.99% | +0.02% | -34.09% | |
| 22 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.97% | -0.11% | +5.23% | |
| 23 | C | Citigroup Inc | Stock-Financials | 0.95% | +0.06% | -13.47% | |
| 24 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.94% | -0.39% | +5.02% | |
| 25 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.93% | -0.05% | -13.41% | |
| 26 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.89% | +0.19% | -13.32% | |
| 27 | EOG | Eog Resources Inc | Stock-Energy | 0.89% | -0.21% | -13.08% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.85% | -0.05% | +455.07% | |
| 29 | MO | Altria Group Inc | Stock-Consumer Staples | 0.83% | +0.03% | -7.74% | |
| 30 | SHEL | Shell Plc-adr | Stock-Energy | 0.80% | -0.23% | -13.59% | |
| 31 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.79% | +0.01% | -12.04% | |
| 32 | SYF | Synchrony Financial | Stock-Financials | 0.75% | -0.02% | -13.77% | |
| 33 | DUK | Duke Energy CORP | Stock-Utilities | 0.70% | -0.11% | -1.29% | |
| 34 | MU | Micron Technology Inc | Stock-Tech | 0.68% | -0.42% | +22.33% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.67% | +0.10% | +16.44% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.66% | +0.04% | +121.39% | |
| 37 | QCOM | Qualcomm Inc | Stock-Tech | 0.65% | -0.61% | -12.40% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.64% | -0.10% | -13.46% | |
| 39 | GM | General Motors Co | Stock-Consumer Disc | 0.63% | +0.04% | -13.21% | |
| 40 | NEE | Nextera Energy Inc | Stock-Utilities | 0.62% | -0.04% | +6513.42% | |
| 41 | KLAC | Kla CORP | Stock-Tech | 0.62% | -0.03% | +384.19% | |
| 42 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.61% | -0.07% | -13.17% | |
| 43 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.59% | -0.51% | +0.70% | |
| 44 | NFLX | Netflix Inc | Stock-Comm Services | 0.58% | -0.20% | +424.48% | |
| 45 | MDT | Medtronic plc | Stock-Healthcare | 0.57% | -0.57% | EXIT | |
| 46 | FOXA | Fox CORP - Class A | Stock-Comm Services | 0.56% | -0.13% | +25.48% | |
| 47 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.55% | -0.55% | EXIT | |
| 48 | PFE | Pfizer Inc | Stock-Healthcare | 0.53% | -0.07% | -13.45% | |
| 49 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.50% | +0.02% | -25.41% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.50% | -0.05% | +3.10% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +2% | +237.27% | Add |
| 2 | NVDA | Nvidia CORP | +1.9% | +221.18% | Add |
| 3 | MSFT | Microsoft CORP | +1.1% | +189.28% | Add |
| 4 | AMZN | Amazon.com Inc | +1% | +245.79% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.9% | +127.03% | Add |
| 6 | AVGO | Broadcom Inc | +0.7% | +194.70% | Add |
| 7 | TSLA | Tesla Inc | +0.7% | +455.07% | Add |
| 8 | NEE | Nextera Energy Inc | +0.6% | +6513.42% | Add |
| 9 | KLAC | Kla CORP | +0.5% | +384.19% | Add |
| 10 | NFLX | Netflix Inc | +0.5% | +424.48% | Add |
| 11 | V | Visa Inc-class A Shares | +0.3% | +282.48% | Add |
| 12 | COST | Costco Wholesale CORP | +0.3% | +280.56% | Add |
| 13 | LLY | Eli Lilly & Co | +0.3% | +121.39% | Add |
| 14 | AMD | Advanced Micro Devices | +0.3% | +398.92% | Add |
| 15 | MA | Mastercard Inc - A | +0.3% | +284.10% | Add |
| 16 | WMT | Walmart Inc | +0.2% | +381.41% | Add |
| 17 | PLTR | Palantir Technologies Inc-a | +0.2% | +366.79% | Add |
| 18 | NTCT | Netscout Systems Inc | +0.2% | +89.57% | Add |
| 19 | GEV | GE Vernova Inc | +0.2% | +194.90% | Add |
| 20 | MU | Micron Technology Inc | +0.2% | +22.33% | Add |
| 21 | TEX | Terex CORP | +0.2% | +84.85% | Add |
| 22 | VZ | Verizon Communications Inc | +0.1% | +5.23% | Add |
| 23 | TALO | Talos Energy Inc | +0.1% | +67.23% | Add |
| 24 | CAT | Caterpillar Inc | +0.1% | -3.05% | Trim |
| 25 | ISRG | Intuitive Surgical Inc | +0.1% | +250.93% | Add |
| 26 | NMRK | Newmark Group Inc-class A | +0.1% | +680.32% | Add |
| 27 | COHR | Coherent CORP | +0.1% | +217.10% | Add |
| 28 | ORCL | Oracle CORP | +0.1% | +162.30% | Add |
| 29 | SM | Sm Energy Co | +0.1% | +17.77% | Add |
| 30 | UBER | Uber Technologies Inc | +0.1% | +206.48% | Add |
| 31 | EGY | Vaalco Energy Inc | +0.1% | +9.79% | Add |
| 32 | SHOP | Shopify Inc - Class A | +0.1% | +408.10% | Add |
| 33 | EFSC | Enterprise Financial Service | +0.1% | +570.20% | Add |
| 34 | CDE | Coeur Mining Inc | +0.1% | +486.43% | Add |
| 35 | HOOD | Robinhood Markets Inc - A | +0.1% | +736.54% | Add |
| 36 | EOG | Eog Resources Inc | +0.1% | -13.08% | Trim |
| 37 | SBH | Sally Beauty Holdings Inc | +0.1% | +70.36% | Add |
| 38 | ONL | Orion Properties Inc. | +0.1% | +144.11% | Add |
| 39 | GILD | Gilead Sciences Inc | +0.1% | +189.33% | Add |
| 40 | AAP | Advance Auto Parts Inc | +0.1% | +65.98% | Add |
| 41 | MTX | Minerals Technologies Inc | +0.1% | +8.36% | Add |
| 42 | KOP | Koppers Holdings Inc | +0.1% | +9.62% | Add |
| 43 | TNK | Teekay Tankers Ltd. | +0.1% | +18.35% | Add |
| 44 | VRT | Vertiv Holdings Co-a | +0.1% | +117.32% | Add |
| 45 | NOW | Servicenow Inc | +0.1% | +224.03% | Add |
| 46 | MITK | Mitek Systems Inc | 0% | +11.19% | Add |
| 47 | AVT | Avnet Inc | 0% | +9.74% | Add |
| 48 | MUR | Murphy Oil CORP | 0% | +0.35% | Add |
| 49 | SNEX | Stonex Group Inc | 0% | +64.21% | Add |
| 50 | AHCO | Adapthealth CORP | 0% | +9.75% | Add |
According to official SEC Form 13F filings, CSM Advisors, LLC reported a total U.S. public equity portfolio value of $4.7B across 407 disclosed positions in Q1 2026.
During Q1 2026, CSM Advisors, LLC's top holdings by market value included NVDA (3.0%)、AAPL (3.0%)、MSFT (2.2%). The largest single position, NVDA, represented 3.0% 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.
Top New Position Initiated
VLO
市值: $18.7M
Top Position Liquidated / Trimmed
AES
前期市值: $13.3M
In Q1 2026, CSM Advisors, LLC made 199 total portfolio adjustments, initiating 44 new buys, adding to 61 positions, trimming 68 holdings, and fully liquidating 26 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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