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CIK: 0001534469
Total reported value
$30.4M
$30.4M
22 檔
49.2%
The Q2 2025 SEC filing reveals that CSU Producer Resources, Inc. held a total portfolio value of $30.4M, covering 22 public equity positions.
During Q2 2025, CSU Producer Resources, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 16.35% | -16.85% | EXIT | |
| 2 | VLO | Valero Energy CORP | Stock-Energy | 10.52% | +3.75% | — | |
| 3 | RTX | Rtx CORP | Stock-Industrials | 6.84% | +1.08% | — | |
| 4 | PM | Philip Morris International | Stock-Consumer Staples | 6.82% | +1.46% | — | |
| 5 | ACN | Accenture plc | Stock-Tech | 6.07% | -1.03% | — | |
| 6 | HD | Home Depot Inc | Stock-Consumer Disc | 5.72% | +1.10% | — | |
| 7 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 4.94% | -0.06% | — | |
| 8 | APD | Air Products & Chemicals Inc | Stock-Materials | 4.90% | +0.74% | — | |
| 9 | ADI | Analog Devices Inc | Stock-Tech | 4.76% | +2.53% | — | |
| 10 | QCOM | Qualcomm Inc | Stock-Tech | 4.35% | +2.10% | — | |
| 11 | NSC | Norfolk Southern CORP | Stock-Industrials | 4.32% | +1.16% | — | |
| 12 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 4.05% | +0.49% | — | |
| 13 | CB | Chubb Limited | Stock-Financials | 3.81% | — | — | |
| 14 | AMT | American Tower CORP | Stock-Real Estate | 3.31% | +0.22% | — | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.21% | +1.96% | — | |
| 16 | RF | Regions Financial CORP | Stock-Financials | 2.46% | +0.83% | — | |
| 17 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 2.23% | -0.71% | — | |
| 18 | ADC | Agree Realty CORP | Stock-Real Estate | 1.83% | +0.27% | — | |
| 19 | PNW | Pinnacle West Capital | Stock-Utilities | 1.57% | +0.35% | — | |
| 20 | WAL | Western Alliance Bancorp | Stock-Financials | 1.09% | +0.31% | — | |
| 21 | T | At&t Inc | Stock-Comm Services | 0.65% | -0.11% | — | |
| 22 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.19% | +0.02% | — |
According to official SEC Form 13F filings, CSU Producer Resources, Inc. reported a total U.S. public equity portfolio value of $30.4M across 22 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AVGO, VLO, RTX) accounted for 49.2% of total reported equity market value during Q2 2025.
During Q2 2025, CSU Producer Resources, Inc.'s top holdings by market value included AVGO (16.4%)、VLO (10.5%)、RTX (6.8%). The largest single position, AVGO, represented 16.4% of total portfolio value.
In Q2 2025, CSU Producer Resources, Inc. 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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