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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.29B
$4.72 Million 0.13% of portfolio
141,929
Q3 2025 Added 9.96%
$751M
$4.48 Million 0.13% of portfolio
125,435
Q3 2025 Added 30.19%
$539M
$4.63 Million 0.13% of portfolio
319,005
Q3 2025 Reduced 3.52%
$444M
$4.77 Million 0.13% of portfolio
164,905
Q3 2025 Reduced 3.15%
$7.46B
$4.61 Million 0.13% of portfolio
23,050
Q3 2025 Reduced 67.52%
$77.2B
$4.74 Million 0.13% of portfolio
22,293
Q3 2025 Reduced 64.58%
$533B
$4.56 Million 0.13% of portfolio
13,338
Q3 2025 Added 888.0%
$712M
$4.2 Million 0.12% of portfolio
104,955
Q3 2025 Added 42.03%
$228B
$4.24 Million 0.12% of portfolio
31,681
Q3 2025 Reduced 67.28%
$421M
$4.47 Million 0.12% of portfolio
1,111,053
Q3 2025 Reduced 39.32%
$879M
$4.42 Million 0.12% of portfolio
695,530
Q3 2025 Reduced 2.98%
$339M
$4.21 Million 0.12% of portfolio
299,794
Q3 2025 Reduced 3.07%
$1.52B
$4.13 Million 0.12% of portfolio
142,753
Q3 2025 Added 13.84%
$6.04B
$4.25 Million 0.12% of portfolio
171,031
Q3 2025 Added 13.84%
$2.78B
$4.43 Million 0.12% of portfolio
96,153
Q3 2025 Added 14.48%
$567M
$4.33 Million 0.12% of portfolio
272,360
Q3 2025 Added 24.52%
$4.67B
$4.37 Million 0.12% of portfolio
76,031
Q3 2025 Added 11.67%
-
$4.46 Million 0.12% of portfolio
-
Q3 2025 Reduced 3.28%
$994M
$4.42 Million 0.12% of portfolio
267,100
Q3 2025 New
$213M
$4.22 Million 0.12% of portfolio
803,325
Q3 2025 Reduced 26.97%
$4.14B
$4.29 Million 0.12% of portfolio
23,704
Q3 2025 New
$12B
$4.42 Million 0.12% of portfolio
19,874
Q3 2025 Reduced 66.08%
$1.65B
$3.84 Million 0.11% of portfolio
298,961
Q3 2025 Added 32.04%
$317B
$4.03 Million 0.11% of portfolio
48,119
Q3 2025 Reduced 64.74%
$3.03B
$3.92 Million 0.11% of portfolio
59,835
Q3 2025 Reduced 40.96%
$37.9B
$3.97 Million 0.11% of portfolio
48,180
Q3 2025 Reduced 62.78%
$277M
$4.09 Million 0.11% of portfolio
539,961
Q3 2025 Added 106.52%
$269M
$3.85 Million 0.11% of portfolio
366,525
Q3 2025 Reduced 3.14%
$895M
$3.81 Million 0.11% of portfolio
396,980
Q3 2025 New
$1.67B
$3.89 Million 0.11% of portfolio
86,662
Q3 2025 Added 9.56%
$2.65B
$4.01 Million 0.11% of portfolio
87,050
Q3 2025 Reduced 18.19%
$132B
$3.78 Million 0.11% of portfolio
17,970
Q3 2025 Reduced 68.37%
$6.3B
$3.89 Million 0.11% of portfolio
38,703
Q3 2025 Added 13.86%
$532M
$4.04 Million 0.11% of portfolio
98,655
Q3 2025 Reduced 3.16%
$1.31B
$3.96 Million 0.11% of portfolio
115,287
Q3 2025 New
$605M
$3.91 Million 0.11% of portfolio
139,645
Q3 2025 Reduced 5.0%
$594M
$3.99 Million 0.11% of portfolio
207,185
Q3 2025 Reduced 3.07%
$38.4B
$4.09 Million 0.11% of portfolio
13,076
Q3 2025 Reduced 51.19%
$11.5B
$3.93 Million 0.11% of portfolio
84,380
Q3 2025 Reduced 64.33%
$3B
$4.02 Million 0.11% of portfolio
106,332
Q3 2025 Added 9.96%
$6.2B
$3.41 Million 0.1% of portfolio
31,655
Q3 2025 Added 779.31%
$341M
$3.61 Million 0.1% of portfolio
89,365
Q3 2025 Added 34.0%
$322M
$3.42 Million 0.1% of portfolio
280,121
Q3 2025 New
$123B
$3.69 Million 0.1% of portfolio
13,072
Q3 2025 Reduced 66.72%
$703M
$3.5 Million 0.1% of portfolio
218,915
Q3 2025 Reduced 3.15%
$5.56B
$3.66 Million 0.1% of portfolio
48,665
Q3 2025 Added 13.83%
$564M
$3.55 Million 0.1% of portfolio
90,195
Q3 2025 Reduced 3.16%
$935M
$3.69 Million 0.1% of portfolio
121,300
Q3 2025 Reduced 16.2%
$1.03B
$3.61 Million 0.1% of portfolio
550,260
Q3 2025 Added 27.32%

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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