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CSM ADVISORS, LLC 13F portfolio summary

CSM ADVISORS, LLC of CSM ADVISORS, LLC has 389 current stock holdings with a reported portfolio value of $4.07B. The portfolio 1 year return is +25.34%. Top holdings include SPY (0.00%), NVDA (3.15%), AAPL (3.14%), MSFT (2.28%), QQQ (2.27%).

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CSM ADVISORS, LLC

CSM ADVISORS, LLC
Latest filing: 2026-03-31

CSM ADVISORS, LLC runs CSM ADVISORS, LLC and currently holds 389 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $4.07B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. CSM ADVISORS, LLC ranks #632 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, CSM ADVISORS, LLC's portfolio at CSM ADVISORS, LLC has delivered returns of +25.34%. Their 3-year annualized return is +61.17%. Looking at the 5-year horizon, CSM ADVISORS, LLC has achieved +64.47% annualized returns at CSM ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+25.34%
#466/1000
3 Year
+61.17%
#644/1000
5 Year
+64.47%
#612/1000

Portfolio Value

$4.07B

Alpha Score

49.3

#632 of 1000

Holdings

389

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change