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
$11.4B
$845,000 0.02% of portfolio
8,745
Q3 2025 Added 20.34%
$21B
$636,000 0.02% of portfolio
26,864
Q3 2025 Reduced 94.97%
$5.71B
$710,000 0.02% of portfolio
3,769
Q3 2025 New
$6.02B
$679,000 0.02% of portfolio
16,139
Q3 2025 Added 3.21%
$13.6B
$746,000 0.02% of portfolio
10,341
Q3 2025 Added 18.59%
-
$446,000 0.01% of portfolio
-
Q3 2025 Added 0.05%
$2.42B
$222,000 0.01% of portfolio
6,836
Q3 2025 New
$9.52B
$443,000 0.01% of portfolio
3,132
Q3 2025 Added 17.83%
$3.45B
$338,000 0.01% of portfolio
3,951
Q3 2025 New
$5.82B
$302,000 0.01% of portfolio
20,928
Q3 2025 New
$14.3B
$419,000 0.01% of portfolio
14,777
Q3 2025 Added 17.42%
$24.8B
$408,000 0.01% of portfolio
1,975
Q3 2025 Reduced 27.71%
$9.3B
$309,000 0.01% of portfolio
6,831
Q3 2025 Added 17.94%
$2.1B
$432,000 0.01% of portfolio
6,599
Q3 2025 Added 0.02%
$6.83B
$372,000 0.01% of portfolio
22,072
Q3 2025 Reduced 20.23%
$1.99B
$474,000 0.01% of portfolio
8,201
Q3 2025 Reduced 3.57%
$3.65B
$501,000 0.01% of portfolio
13,827
Q3 2025 New
$10.2B
$270,000 0.01% of portfolio
14,125
Q3 2025 Reduced 97.58%
$367B
$434,000 0.01% of portfolio
1,070
Q2 2025 New
-
$235,000 0.01% of portfolio
-
Q3 2025 Reduced 49.75%
$99.5B
$222,000 0.01% of portfolio
4,925
Q3 2025 Reduced 98.71%
$1.73B
$364,000 0.01% of portfolio
23,723
Q3 2025 Added 20.64%
$7.05B
$237,000 0.01% of portfolio
1,941
Q3 2025 Reduced 64.13%
$55.9B
$334,000 0.01% of portfolio
17,110
Q3 2025 Added 17.92%
$13.2B
$289,000 0.01% of portfolio
1,654
Q3 2025 Added 17.81%
$2.4B
$359,000 0.01% of portfolio
14,455
Q3 2025 Added 3.05%
$10.6B
$377,000 0.01% of portfolio
2,478
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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