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CSM ADVISORS, LLC
CSM ADVISORS, LLC
Latest filing: 2026-06-30
CSM ADVISORS, LLC runs CSM ADVISORS, LLC and currently holds 406 stock positions, which is more than the average of 230 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%.
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406 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AAPL APPLE INC | 4.30% | $239.01 | $309.35 | +29.43% | Added +44.59% |
 NVDA NVIDIA CORP | 3.23% | $167.74 | $214.76 | +28.03% | Added +7.48% |
 AMZN AMAZON COM INC | 2.69% | $215.98 | $258.63 | +19.75% | Added +68.15% |
 SPY STATE ST SPDR S&P500 | 2.58% | $555.44 | $765.62 | +37.84% | Added +24.95% |
 GOOGL ALPHABET INC | 2.45% | $252.53 | $344.82 | +36.55% | Added +16.95% |
 QQQ INVESCO QQQ TR | 2.41% | $444.77 | $713.44 | +60.41% | Held |
 VUG VANGUARD INDEX TR | 2.25% | $58.25 | $87.49 | +50.20% | Added +505.68% |
 VTV VANGUARD INDEX TR | 1.71% | $154.07 | $226.35 | +46.91% | Held |
 CAT CATERPILLAR INC | 1.37% | $363.78 | $827.65 | +127.51% | Trimmed -14.93% |
 USB US BANCORP DEL | 1.34% | $46.87 | $62.06 | +32.40% | Trimmed -0.33% |
Showing 1-10 of 406