Csm Advisors, LLC Sells in Q3 2025

Csm Advisors, LLC

  • $3.58 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-22.3K
- 29.25%
$264.74 - $369.57 $5.91M - $8.25M
54K $17.8M
AXP
American Express CO

Financial Services
-10.1K
- 51.48%
$294.27 - $342.31 $2.98M - $3.46M
9.53K $3.17M
IDT
Idt Corp

Communication Services
-32K
- 38.94%
$52.31 - $69.88 $1.67M - $2.23M
50.1K $2.62M
DGX
Quest Diagnostics Inc

Healthcare
-20.1K
- 19.73%
N/A
81.7K $15.6M
BK
Bank Of New York Mellon Corp

Financial Services
-94.4K
- 22.2%
$90.65 - $109.75 $8.55M - $10.4M
331K $36M
MSFT
Microsoft Corp

Technology
-8.48K
- 9.73%
$491.09 - $535.64 $4.16M - $4.54M
78.6K $40.7M
FCX
Freeport Mcmoran Inc

Basic Materials
-55K
- 52.03%
$35.34 - $47.21 $1.94M - $2.6M
50.7K $1.99M
PM
Philip Morris International Inc.

Consumer Defensive
-11.5K
- 46.49%
$157.77 - $183.27 $1.81M - $2.11M
13.2K $2.14M
BIIB
Biogen Inc.

Healthcare
-19.5K
- 70.97%
$122.68 - $148.84 $2.39M - $2.9M
7.97K $1.12M
EGY
Vaalco Energy Inc

Energy
-720K
- 39.32%
$3.53 - $4.3 $2.54M - $3.1M
1.11M $4.47M
NEE
Nextera Energy Inc

Utilities
-26.7K
- 52.02%
$69.77 - $77.54 $1.86M - $2.07M
24.6K $1.86M
FOXA
Fox Corp

Communication Services
-78.2K
- 16.99%
$53.87 - $63.06 $4.21M - $4.93M
382K $24.1M
MOS
Mosaic CO

Basic Materials
-15.1K
- 2.54%
$30.93 - $37.81 $467K - $571K
579K $20.1M
NEM
Newmont Corp

Basic Materials
-79.9K
- 39.15%
$57.35 - $85.25 $4.58M - $6.81M
124K $10.5M
VBTX
Veritex Holdings, Inc.

Financial Services
-74.5K
- 50.98%
$26.87 - $34.78 $2M - $2.59M
71.7K $2.4M
IBOC
International Bancshares Corp

Financial Services
-24.1K
- 17.46%
$67.44 - $72.68 $1.63M - $1.75M
114K $7.84M
A
Agilent Technologies, Inc.

Healthcare
-11.2K
- 52.19%
$112.04 - $128.75 $1.25M - $1.44M
10.2K $1.32M
ICHR
Ichor Holdings, Ltd.

Technology
-48.8K
- 33.4%
$14.06 - $23.75 $686K - $1.16M
97.3K $1.7M
AAPL
Apple Inc.

Technology
-39.7K
- 21.93%
$202.38 - $256.87 $8.03M - $10.2M
141K $36M
TPB
Turning Point Brands, Inc.

Consumer Defensive
-19.5K
- 55.69%
$71.37 - $102.95 $1.39M - $2.01M
15.5K $1.54M
AGM
Federal Agricultural Mortgage Corp

Financial Services
-950
- 3.12%
$167.98 - $209.73 $160K - $199K
29.5K $4.95M
URI
United Rentals, Inc.

Industrials
-7.98K
- 23.88%
$774.14 - $975.23 $6.18M - $7.79M
25.4K $24.3M
ST
Sensata Technologies Holding PLC

Technology
-28.2K
- 57.19%
$29.37 - $33.52 $829K - $947K
21.1K $646K
TPC
Tutor Perini Corp

Industrials
-41.5K
- 40.96%
$45.65 - $66.81 $1.9M - $2.77M
59.8K $3.92M
KOP
Koppers Holdings Inc.

Basic Materials
-7.35K
- 5.0%
$27.53 - $34.75 $202K - $255K
140K $3.91M
INBK
First Internet Bancorp

Financial Services
-4.62K
- 3.17%
$21.46 - $28.0 $99.2K - $129K
141K $3.17M
BWA
Borgwarner Inc

Consumer Cyclical
-30.2K
- 49.7%
$34.53 - $44.44 $1.04M - $1.34M
30.6K $1.35M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-21.5K
- 11.23%
$72.65 - $78.68 $1.56M - $1.69M
170K $13.3M
ZEUS
Olympic Steel Inc

Basic Materials
-5.77K
- 3.15%
$30.05 - $35.46 $173K - $204K
177K $5.39M
CASS
Cass Information Systems Inc

Industrials
-2.95K
- 3.16%
$39.33 - $46.2 $116K - $136K
90.2K $3.55M
INGR
Ingredion Inc

Consumer Defensive
-3.47K
- 64.13%
$121.01 - $138.21 $420K - $480K
1.94K $237K
IBCP
Independent Bank Corp

Financial Services
-6.44K
- 3.15%
$30.09 - $34.6 $194K - $223K
198K $6.12M
UFCS
United Fire Group Inc

Financial Services
-23.4K
- 16.2%
$26.11 - $32.5 $612K - $762K
121K $3.69M
SPOK
Spok Holdings, Inc

Healthcare
-14.8K
- 4.25%
$17.03 - $18.76 $253K - $278K
334K $5.77M
SNEX
Stone X Group Inc.

Financial Services
-12.8K
- 13.5%
$81.94 - $104.56 $1.05M - $1.34M
82.2K $8.3M
NVEC
Nve Corp

Technology
-1.09K
- 3.19%
$59.41 - $81.06 $64.5K - $88K
33K $2.15M
WSR
Whitestone Reit

Real Estate
-17.1K
- 2.94%
$11.8 - $13.18 $201K - $225K
564K $6.93M
BSRR
Sierra Bancorp

Financial Services
-5.37K
- 3.15%
$28.33 - $32.24 $152K - $173K
165K $4.77M
MG
Mistras Group, Inc.

Industrials
-95.1K
- 26.13%
$7.83 - $9.91 $745K - $943K
269K $2.65M
FRST
Primis Financial Corp.

Financial Services
-11.9K
- 3.14%
$10.51 - $12.1 $125K - $144K
367K $3.85M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
-13K
- 52.0%
$19.5 - $19.83 $254K - $258K
12K $236K
WPC
W. P. Carey Inc.

Real Estate
-21.4K
- 9.21%
$61.29 - $68.7 $1.31M - $1.47M
211K $14.3M
MITK
Mitek Systems Inc

Technology
-16.5K
- 3.14%
$8.8 - $10.55 $145K - $174K
509K $4.97M
DGICA
Donegal Group Inc

Financial Services
-5.86K
- 3.17%
$16.75 - $19.72 $98.2K - $116K
179K $3.47M
PEBO
Peoples Bancorp Inc

Financial Services
-4.64K
- 2.9%
$28.16 - $32.1 $131K - $149K
155K $4.66M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-21.7K
- 35.17%
$11.15 - $11.87 $242K - $258K
40K $464K
BHE
Benchmark Electronics Inc

Technology
-4.34K
- 3.08%
$37.71 - $41.46 $163K - $180K
136K $5.26M
STTPRG
State Str Corp Dep Shs Repstg
-10K
- 49.75%
N/A
10.1K $235K
CHKP
Check Point Software Technologies LTD

Technology
-757
- 27.71%
$180.73 - $231.23 $137K - $175K
1.98K $408K
Activity Summary
Buys All Purchases 216 New Holdings 54 Increased Positions 162 Sells All Sells 160 Reductions 160 Sold out 0 Options Calls 0 Puts 0
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