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
$534M
$3.47 Million 0.1% of portfolio
178,885
Q3 2025 Reduced 3.17%
$237B
$3.48 Million 0.1% of portfolio
14,673
Q3 2025 Reduced 69.14%
$512B
$3.69 Million 0.1% of portfolio
6,494
Q3 2025 Added 882.45%
$4.89B
$3.28 Million 0.09% of portfolio
33,009
Q3 2025 Added 11.69%
$322M
$3.35 Million 0.09% of portfolio
838,231
Q3 2025 Added 13.75%
$170M
$3.17 Million 0.09% of portfolio
141,159
Q3 2025 Reduced 3.17%
$462M
$3.19 Million 0.09% of portfolio
181,010
Q3 2025 Reduced 3.18%
$193B
$3.14 Million 0.09% of portfolio
27,399
Q3 2025 Reduced 66.32%
$638M
$3.3 Million 0.09% of portfolio
194,425
Q3 2025 New
$181B
$3.22 Million 0.09% of portfolio
114,044
Q3 2025 Reduced 65.94%
$404B
$3.14 Million 0.09% of portfolio
3,385
Q3 2025 Added 981.47%
$161B
$3.15 Million 0.09% of portfolio
2,924
Q3 2025 Added 868.21%
$288M
$3.16 Million 0.09% of portfolio
51,825
Q3 2025 Reduced 3.14%
$279B
$3.24 Million 0.09% of portfolio
31,379
Q3 2025 Reduced 83.96%
$255B
$3.17 Million 0.09% of portfolio
9,530
Q3 2025 Reduced 51.48%
$348M
$2.98 Million 0.08% of portfolio
191,010
Q3 2025 Reduced 3.16%
$158M
$2.97 Million 0.08% of portfolio
364,100
Q3 2025 New
$682M
$3.03 Million 0.08% of portfolio
53,675
Q3 2025 Reduced 3.16%
$25.7B
$2.71 Million 0.08% of portfolio
16,260
Q3 2025 Reduced 66.88%
$3.03B
$2.7 Million 0.08% of portfolio
80,784
Q3 2025 Added 12.09%
$388B
$2.99 Million 0.08% of portfolio
18,455
Q3 2025 Reduced 74.52%
$41.4B
$2.89 Million 0.08% of portfolio
32,226
Q3 2025 Reduced 55.79%
$73.7B
$2.69 Million 0.08% of portfolio
9,818
Q3 2025 Added 920.58%
$509M
$2.71 Million 0.08% of portfolio
228,057
Q3 2025 Added 43.18%
$92.7B
$2.54 Million 0.07% of portfolio
9,760
Q3 2025 Reduced 72.09%
$376M
$2.65 Million 0.07% of portfolio
268,851
Q3 2025 Reduced 26.13%
$446M
$2.65 Million 0.07% of portfolio
86,770
Q3 2025 Reduced 3.28%
$683M
$2.66 Million 0.07% of portfolio
108,515
Q3 2025 Reduced 3.11%
$41.3B
$2.49 Million 0.07% of portfolio
29,834
Q3 2025 Reduced 66.33%
$1.98B
$2.51 Million 0.07% of portfolio
20,665
Q3 2025 Reduced 3.12%
$1.24B
$2.62 Million 0.07% of portfolio
50,115
Q3 2025 Reduced 38.94%
$342B
$2.54 Million 0.07% of portfolio
13,899
Q3 2025 New
$16.9B
$2.46 Million 0.07% of portfolio
27,385
Q3 2025 Reduced 67.37%
$1.63B
$2.4 Million 0.07% of portfolio
71,655
Q3 2025 Reduced 50.98%
$136B
$2.08 Million 0.06% of portfolio
5,632
Q3 2025 Added 871.03%
$479M
$2.26 Million 0.06% of portfolio
108,555
Q3 2025 Added 120.15%
$72.7B
$2.09 Million 0.06% of portfolio
1,591
Q3 2025 Added 888.2%
$144B
$2.12 Million 0.06% of portfolio
4,629
Q3 2025 Reduced 68.68%
$306M
$2.18 Million 0.06% of portfolio
133,805
Q3 2025 Reduced 3.17%
$57.4B
$1.99 Million 0.06% of portfolio
50,695
Q3 2025 Reduced 52.03%
$304M
$2.15 Million 0.06% of portfolio
32,975
Q3 2025 Reduced 3.19%
$237B
$2.14 Million 0.06% of portfolio
13,224
Q3 2025 Reduced 46.49%
$163B
$2.15 Million 0.06% of portfolio
2,995
Q3 2025 New
$744M
$2.09 Million 0.06% of portfolio
48,008
Q3 2025 Added 13.84%
$1.48B
$2.3 Million 0.06% of portfolio
60,752
Q3 2025 Added 13.84%
$97.3B
$1.66 Million 0.05% of portfolio
19,650
Q3 2025 Reduced 72.06%
$279M
$1.74 Million 0.05% of portfolio
66,265
Q3 2025 Reduced 3.16%
$1.31B
$1.79 Million 0.05% of portfolio
40,705
Q3 2025 New
$59.6B
$1.85 Million 0.05% of portfolio
8,635
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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