CSM Advisors, LLC

CIK: 0001863523SEC EDGAR →

Portfolio Value

$3.7M

Holdings

399

As of

Q4 2025

New Positions

53

Closed Positions

28

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

VANGUARD INDEX TR

201,497$98.3M
2670.56%
2

VANGUARD INDEX TR

366,983$70.1M
1904.14%
3

ALPHABET INC

214,108$67.2M
1825.35%
4

US BANCORP DEL

1,137,327$60.7M
1648.63%
5

ISHARES

232,200$57.2M
1552.82%
6

JPMORGAN CHASE & CO

167,471$54.0M
1466.07%
7

HARTFORD INSURANCE

388,721$53.6M
1455.13%
8

JOHNSON & JOHNSON

256,040$53.0M
1439.56%
9

CISCO SYSTEMS INC

663,396$51.1M
1388.27%
10

ISHARES INC

720,600$46.2M
1254.83%

Quarterly Changes

Top Buys

IWM↑ Increased
$56.2M
MSFT↑ Increased
$40.1M
CAT↑ Increased
$34.5M
CF↑ Increased
$20.5M
GDNEW
$20.1M

Top Sells

CMI↓ Decreased
$49.3M
XLFCLOSED
$37.1M
MOS↓ Decreased
$19.4M
NXPI↓ Decreased
$18.2M
GDX↓ Decreased
$17.8M

New Positions (28)

$20.1M · 60K shares
$19.2M · 67K shares
$15.8M · 263K shares
$6.6M · 243K shares
$5.3M · 346K shares
$4.8M · 177K shares
$4.3M · 226K shares
$4.0M · 24K shares
$3.9M · 46K shares
$3.3M · 96K shares
$2.3M · 28K shares
$2.2M · 187K shares
$2.1M · 33K shares
$2.0M · 223K shares
$1.9M · 163K shares
$1.8M · 13K shares
$1.7M · 37K shares
$1.3M · 8K shares
$1.3M · 34K shares
$1.3M · 7K shares
$1.0M · 8K shares
$765K · 7K shares
$676K · 8K shares
$530K · 7K shares
$399K · 7K shares
EQUUS INVEST
$277K · 277K shares
$234K · 2K shares
$3K · 4K shares

Closed Positions (31)

$37.1M · 689K shares
$17.8M · 392K shares
$17.1M · 357K shares
$5.3M · 201K shares
$5.0M · 80K shares
$4.7M · 327K shares
$4.1M · 314K shares
$3.9M · 60K shares
$3.2M · 52K shares
$2.4M · 72K shares
$2.3M · 61K shares
$2.2M · 33K shares
$1.7M · 12K shares
$1.7M · 97K shares
$1.7M · 20K shares
$1.5M · 16K shares
$1.4M · 8K shares
$1.3M · 31K shares
$1.2M · 6K shares
$710K · 4K shares
$646K · 21K shares
$568K · 19K shares
$540K · 3K shares
$501K · 14K shares
$464K · 40K shares
$350K · 18K shares
$334K · 17K shares
$309K · 7K shares
$236K · 12K shares
$235K · 10K shares
$222K · 7K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services96$1.1B32.9%
Technology66$476.7M14.7%
Healthcare37$262.7M8.1%
Industrials50$246.9M7.6%
Unknown35$234.1M7.2%
Energy21$181.2M5.6%
Consumer Cyclical27$177.6M5.5%
Communication Services13$168.7M5.2%
Basic Materials15$117.4M3.6%
Consumer Defensive11$112.4M3.5%
Real Estate15$110.7M3.4%
Utilities13$86.2M2.7%