CSM ADVISORS, LLC 13F Portfolio
CSM ADVISORS, LLC runs CSM ADVISORS, LLC and currently holds 406 stock positions, which is more than the average of 231 among the investors we track. The portfolio is valued at approximately $4.68B. Their top holdings are AAPL, NVDA, AMZN, SPY, GOOGL. The top five represent 15.3% of reported portfolio weight. CSM ADVISORS, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, CSM ADVISORS, LLC initiated 5 new positions. They added to 39 existing positions. They trimmed 52 positions. Their current best-performing preview position is PENG with returns of +331.98%.
Portfolio Value
$4.68B
Alpha Score
64.2
#0 of 1000
Holdings
406
CSM ADVISORS, LLC Current 13F Holdings
Reported holdings from CSM ADVISORS, LLC's latest SEC 13F filing, ranked by portfolio weight.
406 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AAPL APPLE INC | 4.30% | $239.01 | $336.68 | +40.86% | Added +44.59% |
 NVDA NVIDIA CORP | 3.23% | $167.74 | $229.28 | +36.69% | Added +7.48% |
 AMZN AMAZON COM INC | 2.69% | $215.98 | $262.43 | +21.51% | Added +68.15% |
 SPY STATE ST SPDR S&P500 | 2.58% | $555.44 | $778.54 | +40.17% | Added +24.95% |
 GOOGL ALPHABET INC | 2.45% | $252.53 | $351.66 | +39.25% | Added +16.95% |
 QQQ INVESCO QQQ TR | 2.41% | $444.77 | $751.27 | +68.91% | Held |
 VUG VANGUARD INDEX TR | 2.25% | $58.25 | $91.99 | +57.92% | Added +505.68% |
 VTV VANGUARD INDEX TR | 1.71% | $154.07 | $220.54 | +43.14% | Held |
 CAT CATERPILLAR INC | 1.37% | $363.78 | $800.60 | +120.08% | Trimmed -14.93% |
 USB US BANCORP DEL | 1.34% | $46.87 | $57.07 | +21.75% | Trimmed -0.33% |
Showing 1-10 of 406