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
| Rank | Stock | Shares | Value | % 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
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 | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 96 | $1.1B | 32.9% |
| Technology | 66 | $476.7M | 14.7% |
| Healthcare | 37 | $262.7M | 8.1% |
| Industrials | 50 | $246.9M | 7.6% |
| Unknown | 35 | $234.1M | 7.2% |
| Energy | 21 | $181.2M | 5.6% |
| Consumer Cyclical | 27 | $177.6M | 5.5% |
| Communication Services | 13 | $168.7M | 5.2% |
| Basic Materials | 15 | $117.4M | 3.6% |
| Consumer Defensive | 11 | $112.4M | 3.5% |
| Real Estate | 15 | $110.7M | 3.4% |
| Utilities | 13 | $86.2M | 2.7% |