Csm Advisors, LLC Portfolio Holdings

Csm Advisors, LLC

  • $3.43 Billion
  • Q2 2025

Csm Advisors, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.43 Billion distributed in 377 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 $111M, Spdr S&P 500 ETF Trust with a value of $105M, Vanguard Growth ETF with a value of $88.3M, Vanguard Value ETF with a value of $64.9M, and Jpmorgan Chase & CO with a value of $63.1M.

Examining the 13F form we can see an increase of $1.59B in the current position value, from $1.83B to 3.43B.

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 $3.43 Billion
ETFs: $733 Million
Financial Services: $578 Million
Technology: $402 Million
Industrials: $326 Million
Healthcare: $248 Million
Communication Services: $216 Million
Consumer Cyclical: $175 Million
Energy: $156 Million
Other: $430 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$111 Million 3.22% of portfolio
200,316
Q2 2025 Reduced 34.57%
$0
$105 Million 3.08% of portfolio
170,629
Q2 2025 Reduced 34.09%
$0
$88.3 Million 2.58% of portfolio
201,387
Q2 2025 Reduced 49.31%
$0
$64.9 Million 1.89% of portfolio
366,983
Q2 2025 Reduced 49.32%
$907B
$63.1 Million 1.84% of portfolio
217,688
Q2 2025 Added 133.72%
$270B
$53.3 Million 1.55% of portfolio
75,292
Q2 2025 Added 134.85%
$1.66T
$48.5 Million 1.41% of portfolio
275,042
Q2 2025 Added 553.59%
North Sq Invstmnts T
-
$43.9 Million 1.28% of portfolio
-
Q2 2025 Reduced 50.26%
$3.83T
$43.3 Million 1.26% of portfolio
87,091
Q2 2025 Added 4.16%
$0
$42.8 Million 1.25% of portfolio
720,600
Q2 2025 Reduced 50.0%
$297B
$41.7 Million 1.22% of portfolio
600,531
Q2 2025 Added 888.19%
$87.3B
$38.7 Million 1.13% of portfolio
425,015
Q2 2025 Added 1,077.88%
$95.3B
$38.7 Million 1.13% of portfolio
327,625
Q2 2025 New
$165B
$38.3 Million 1.12% of portfolio
885,566
Q2 2025 New
$196B
$36.9 Million 1.08% of portfolio
433,163
Q2 2025 New
$4.34T
$37.1 Million 1.08% of portfolio
180,955
Q2 2025 Added 4.22%
$40.7B
$35.4 Million 1.03% of portfolio
278,868
Q2 2025 New
$289B
$34.7 Million 1.01% of portfolio
89,328
Q2 2025 Added 248.05%
$60.4B
$33.8 Million 0.99% of portfolio
103,113
Q2 2025 New
$669B
$33.6 Million 0.98% of portfolio
153,883
Q2 2025 Added 63.72%
$33B
$31.4 Million 0.92% of portfolio
470,324
Q2 2025 New
$69B
$31.1 Million 0.91% of portfolio
688,295
Q2 2025 New
$270B
$30.2 Million 0.88% of portfolio
102,348
Q2 2025 New
$0
$30.3 Million 0.88% of portfolio
544,586
Q2 2025 New
$61.7B
$30 Million 0.87% of portfolio
250,588
Q2 2025 Added 279.05%
$2.54T
$29.1 Million 0.85% of portfolio
132,799
Q2 2025 Added 1.12%
$1.69T
$28.2 Million 0.82% of portfolio
158,900
Q2 2025 Added 0.02%
$0
$28.2 Million 0.82% of portfolio
323,157
Q2 2025 Reduced 1.94%
$0
$27.3 Million 0.8% of portfolio
229,600
Q2 2025 Reduced 49.36%
$103B
$26.7 Million 0.78% of portfolio
455,414
Q2 2025 New
$19.7B
$25.8 Million 0.75% of portfolio
460,135
Q2 2025 New
$59.8B
$25.4 Million 0.74% of portfolio
158,245
Q2 2025 New
$1.43T
$25.3 Million 0.74% of portfolio
34,279
Q2 2025 Added 3.28%
$59.1B
$25.2 Million 0.73% of portfolio
33,427
Q2 2025 New
$45.6B
$24.3 Million 0.71% of portfolio
339,313
Q2 2025 New
$266B
$23.5 Million 0.69% of portfolio
334,111
Q2 2025 New
$22.1B
$23 Million 0.67% of portfolio
105,673
Q2 2025 New
$35.7B
$22.8 Million 0.66% of portfolio
462,822
Q2 2025 New
$120B
$22 Million 0.64% of portfolio
252,093
Q2 2025 New
$194B
$21.9 Million 0.64% of portfolio
137,579
Q2 2025 New
$9.17B
$21.7 Million 0.63% of portfolio
593,602
Q2 2025 New
$48.2B
$21.6 Million 0.63% of portfolio
40,403
Q2 2025 New
North Sq Invstmnts T
-
$21.5 Million 0.63% of portfolio
-
Q2 2025 Reduced 50.44%
$44.9B
$21.3 Million 0.62% of portfolio
285,924
Q2 2025 New
$143B
$21 Million 0.61% of portfolio
76,280
Q2 2025 Added 1.05%
$91.6B
$21 Million 0.61% of portfolio
126,495
Q2 2025 Added 1.03%
$0
$20.8 Million 0.61% of portfolio
398,700
Q2 2025 Reduced 50.0%
$258B
$20.5 Million 0.6% of portfolio
140,098
Q2 2025 New
$136B
$20.7 Million 0.6% of portfolio
855,380
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 377
  • Current Value $3.43 Billion
  • Prior Value $1.83 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 257 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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