Csm Advisors, LLC Portfolio Holdings

Csm Advisors, LLC

  • $3.58 Billion
  • Q3 2025

Csm Advisors, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.58 Billion distributed in 402 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $120M, Spdr S&P 500 ETF Trust with a value of $113M, Vanguard Growth ETF with a value of $96.6M, Vanguard Value ETF with a value of $68.4M, and Alphabet Inc. with a value of $64.4M.

Examining the 13F form we can see an increase of $150M in the current position value, from $3.43B to 3.58B.

Csm Advisors, LLC is based out at Pittsburgh, PA

Below you can find more details about Csm Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.58 Billion
ETFs: $766 Million
Financial Services: $581 Million
Technology: $426 Million
Industrials: $355 Million
Healthcare: $254 Million
Communication Services: $221 Million
Energy: $194 Million
Consumer Cyclical: $174 Million
Other: $407 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$120 Million 3.34% of portfolio
199,219
Q3 2025 Reduced 0.55%
$0
$113 Million 3.17% of portfolio
170,292
Q3 2025 Reduced 0.2%
$0
$96.6 Million 2.7% of portfolio
201,387
Q2 2025 Reduced 49.31%
$0
$68.4 Million 1.91% of portfolio
366,983
Q2 2025 Reduced 49.32%
$1.74T
$64.4 Million 1.8% of portfolio
264,334
Q3 2025 Added 66.35%
$881B
$54.5 Million 1.52% of portfolio
172,824
Q3 2025 Reduced 20.61%
$67.6B
$50.6 Million 1.41% of portfolio
1,046,933
Q3 2025 Added 52.11%
$65.2B
$49.3 Million 1.38% of portfolio
116,761
Q3 2025 Added 13.24%
$522B
$45.7 Million 1.28% of portfolio
246,707
Q3 2025 Added 94.53%
North Sq Invstmnts T
-
$45.4 Million 1.27% of portfolio
-
Q3 2025 Reduced 6.03%
$42.6B
$44.9 Million 1.25% of portfolio
336,336
Q3 2025 Added 20.61%
$0
$44.6 Million 1.25% of portfolio
720,600
Q2 2025 Reduced 50.0%
$303B
$44 Million 1.23% of portfolio
283,538
Q3 2025 Added 159.26%
$319B
$43.6 Million 1.22% of portfolio
636,912
Q3 2025 Added 6.06%
$3.78T
$40.7 Million 1.14% of portfolio
78,613
Q3 2025 Reduced 9.73%
$0
$37.1 Million 1.04% of portfolio
688,900
Q2 2025 Reduced 50.0%
$465B
$36.8 Million 1.03% of portfolio
197,105
Q3 2025 Added 57.04%
$265B
$36.5 Million 1.02% of portfolio
45,848
Q3 2025 Reduced 39.11%
$4.3T
$36 Million 1.01% of portfolio
141,263
Q3 2025 Reduced 21.93%
$89.3B
$36 Million 1.01% of portfolio
330,650
Q3 2025 Reduced 22.2%
$64.7B
$35.9 Million 1.0% of portfolio
320,336
Q3 2025 Added 27.83%
$291B
$34.5 Million 0.96% of portfolio
72,313
Q3 2025 Reduced 19.05%
$96.4B
$34.5 Million 0.96% of portfolio
278,941
Q3 2025 Reduced 14.86%
$104B
$34 Million 0.95% of portfolio
514,714
Q3 2025 Added 13.02%
$187B
$33.3 Million 0.93% of portfolio
200,049
Q3 2025 Added 45.41%
$266B
$32.1 Million 0.9% of portfolio
113,666
Q3 2025 Added 11.06%
$32.9B
$31.9 Million 0.89% of portfolio
448,629
Q3 2025 Reduced 4.61%
$172B
$30.3 Million 0.85% of portfolio
689,964
Q3 2025 Reduced 22.09%
$0
$30.5 Million 0.85% of portfolio
398,700
Q2 2025 Reduced 50.0%
$0
$30.2 Million 0.84% of portfolio
308,876
Q3 2025 Reduced 4.42%
$37.5B
$29.7 Million 0.83% of portfolio
523,502
Q3 2025 Added 13.11%
$269B
$29.5 Million 0.83% of portfolio
123,378
Q3 2025 Added 62.29%
$1.65T
$29.5 Million 0.82% of portfolio
121,403
Q3 2025 Reduced 55.86%
$128B
$27.2 Million 0.76% of portfolio
285,260
Q3 2025 Added 13.16%
$47B
$26.3 Million 0.74% of portfolio
53,596
Q3 2025 Added 32.65%
$270B
$26.6 Million 0.74% of portfolio
372,591
Q3 2025 Added 11.52%
$100B
$25.2 Million 0.7% of portfolio
412,859
Q3 2025 New
$55.9B
$24.3 Million 0.68% of portfolio
25,444
Q3 2025 Reduced 23.88%
North Sq Invstmnts T
-
$24.2 Million 0.68% of portfolio
-
Q2 2025 Reduced 50.44%
$140B
$23.9 Million 0.67% of portfolio
95,113
Q3 2025 New
$19.8B
$24.1 Million 0.67% of portfolio
381,955
Q3 2025 Reduced 16.99%
$414B
$23.1 Million 0.65% of portfolio
99,838
Q3 2025 Added 3.28%
$258B
$22.9 Million 0.64% of portfolio
136,934
Q3 2025 Reduced 2.26%
$0
$22.7 Million 0.63% of portfolio
189,900
Q3 2025 Reduced 17.29%
$41.3B
$21.5 Million 0.6% of portfolio
237,567
Q3 2025 Added 59.11%
$19.3B
$21.3 Million 0.59% of portfolio
339,003
Q3 2025 Added 27.1%
$0
$21.1 Million 0.59% of portfolio
418,049
Q3 2025 Added 1.68%
$82.8B
$20.5 Million 0.57% of portfolio
71,099
Q3 2025 Added 60.69%
$10.4B
$20.1 Million 0.56% of portfolio
189,187
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 402
  • Current Value $3.58 Billion
  • Prior Value $3.43 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 54 stocks
  • Additional Purchases 162 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 160 stocks
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