Csm Advisors, LLC Purchases and Sells in Q2 2025

Csm Advisors, LLC

$3.43 Billion
Q2 2025

Top Buys

Incresed Positions

65 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOGL	233K + 553.59%	$144.7 - $178.6 $33.7M - $41.6M	275K $48.5M
JPM	125K + 133.72%	$210.28 - $289.91 $26.2M - $36.1M	218K $63.1M
CSCO	540K + 888.19%	$53.19 - $69.38 $28.7M - $37.4M	601K $41.7M
GS	43.2K + 134.85%	$462.22 - $707.75 $20M - $30.6M	75.3K $53.3M
BK	389K + 1077.88%	$73.31 - $91.62 $28.5M - $35.6M	425K $38.7M
CAT	63.7K + 248.05%	$273.94 - $388.21 $17.4M - $24.7M	89.3K $34.7M

New Holdings

257 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DUK	328K New	$112.46 - $124.05 $36.8M - $40.6M	328K $38.7M
VZ	886K New	$41.67 - $45.62 $36.9M - $40.4M	886K $38.3M
C	433K New	$58.13 - $85.12 $25.2M - $36.9M	433K $36.9M
HIG	279K New	$109.83 - $131.67 $30.6M - $36.7M	279K $35.4M
CMI	103K New	$267.12 - $336.65 $27.5M - $34.7M	103K $33.8M
SYF	470K New	$43.81 - $66.74 $20.6M - $31.4M	470K $31.4M

Top Sells

Reduced Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	-357K - 49.32%	$153.67 - $176.74 $54.9M - $63.1M	367K $64.9M
VUG	-196K - 49.31%	$329.49 - $438.4 $64.5M - $85.9M	201K $88.3M
NORTH SQ INVSTMNTS T	-3.06M - 50.26%	N/A	3.02M $43.9M
SPY	-88.3K - 34.09%	$496.48 - $617.85 $43.8M - $54.5M	171K $105M
EZU	-721K - 50.0%	$47.63 - $60.01 $34.3M - $43.2M	721K $42.8M
QQQ	-106K - 34.57%	$416.06 - $551.64 $44M - $58.4M	200K $111M

Activity Summary All Purchases 322 New Holdings 257 Increased Positions 65 All Sells 29 Reductions 29 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Csm Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Csm Advisors, LLC with notifications on news.