Csm Advisors, LLC Incresed Positions in Q2 2025

Csm Advisors, LLC

  • $3.43 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
233K
+ 553.59%
$144.7 - $178.6 $33.7M - $41.6M
275K $48.5M
JPM
Jpmorgan Chase & CO

Financial Services
125K
+ 133.72%
$210.28 - $289.91 $26.2M - $36.1M
218K $63.1M
CSCO
Cisco Systems, Inc.

Technology
540K
+ 888.19%
$53.19 - $69.38 $28.7M - $37.4M
601K $41.7M
GS
Goldman Sachs Group Inc

Financial Services
43.2K
+ 134.85%
$462.22 - $707.75 $20M - $30.6M
75.3K $53.3M
BK
Bank Of New York Mellon Corp

Financial Services
389K
+ 1077.88%
$73.31 - $91.62 $28.5M - $35.6M
425K $38.7M
CAT
Caterpillar Inc

Industrials
63.7K
+ 248.05%
$273.94 - $388.21 $17.4M - $24.7M
89.3K $34.7M
EOG
Eog Resources Inc

Energy
184K
+ 279.05%
$104.61 - $129.97 $19.3M - $24M
251K $30M
ORCL
Oracle Corp

Technology
59.9K
+ 63.72%
$122.82 - $218.63 $7.36M - $13.1M
154K $33.6M
EWC
Ishares Msci Canada ETF

ETFs
358K
+ 666.54%
$37.17 - $46.2 $13.3M - $16.5M
411K $19M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
124K
+ 5285.11%
$104.23 - $134.39 $12.9M - $16.7M
127K $17M
AVGO
Broadcom Inc.

Technology
790
+ 1.05%
$146.29 - $275.65 $116K - $218K
76.3K $21M
NVDA
Nvidia Corp

Technology
11.3K
+ 9.91%
$94.31 - $157.99 $1.07M - $1.79M
126K $19.8M
META
Meta Platforms, Inc.

Communication Services
1.09K
+ 3.28%
$484.66 - $738.09 $528K - $805K
34.3K $25.3M
AMZN
Amazon Com Inc

Consumer Cyclical
1.47K
+ 1.12%
$167.32 - $223.3 $245K - $327K
133K $29.1M
DELL
Dell Technologies Inc.

Technology
501
+ 0.44%
$71.63 - $125.98 $35.9K - $63.1K
116K $14.2M
GOOG
Alphabet Inc.

Communication Services
25
+ 0.02%
$146.58 - $180.01 $3.66K - $4.5K
159K $28.2M
PYPL
Pay Pal Holdings, Inc.

Financial Services
11.9K
+ 4.93%
$57.41 - $74.81 $682K - $889K
253K $18.8M
AMD
Advanced Micro Devices Inc

Technology
750
+ 1.05%
$78.21 - $143.81 $58.7K - $108K
72.4K $10.3M
CG
Carlyle Group Inc.

Financial Services
18.9K
+ 7.61%
$34.78 - $51.4 $656K - $970K
267K $13.7M
MPC
Marathon Petroleum Corp

Energy
1.29K
+ 1.03%
$118.55 - $170.08 $153K - $219K
126K $21M
GTLS
Chart Industries Inc

Industrials
6.47K
+ 10.03%
$115.08 - $175.5 $745K - $1.14M
71K $11.7M
WMT
Walmart Inc.

Consumer Defensive
3.18K
+ 1.65%
$81.79 - $99.98 $260K - $317K
196K $19.1M
DIS
Walt Disney CO

Communication Services
1.26K
+ 1.57%
$81.72 - $124.01 $103K - $156K
81.3K $10.1M
HON
Honeywell International Inc

Industrials
735
+ 1.31%
$182.86 - $232.88 $134K - $171K
56.8K $13.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
314
+ 1.63%
$456.74 - $568.03 $143K - $178K
19.6K $11.1M
AXP
American Express CO

Financial Services
790
+ 4.19%
$231.39 - $318.98 $183K - $252K
19.6K $6.26M
WFC
Wells Fargo & Company

Financial Services
755
+ 0.56%
$60.98 - $80.12 $46K - $60.5K
136K $10.9M
CF
Cf Industries Holdings, Inc.

Basic Materials
310
+ 0.37%
$68.47 - $102.48 $21.2K - $31.8K
83.9K $7.72M
ABC
Amerisourcebergen Corp

Healthcare
1.44K
+ 5.68%
N/A
26.8K $8.03M
Jacobs Solutions Inc
1.43K
+ 2.25%
N/A
65K $8.55M
CRM
Salesforce, Inc.

Technology
2.28K
+ 5.02%
$236.26 - $291.15 $537K - $662K
47.6K $13M
FCX
Freeport Mcmoran Inc

Basic Materials
5.99K
+ 6.01%
$29.15 - $44.46 $175K - $266K
106K $4.58M
PM
Philip Morris International Inc.

Consumer Defensive
1.4K
+ 6.0%
$149.23 - $184.95 $209K - $259K
24.7K $4.5M
DOV
Dover Corp

Industrials
2.04K
+ 4.34%
$151.14 - $186.7 $309K - $381K
49.1K $8.99M
DE
Deere & CO

Industrials
190
+ 1.3%
$412.99 - $531.48 $78.5K - $101K
14.8K $7.52M
BWA
Borgwarner Inc

Consumer Cyclical
7.32K
+ 13.7%
$24.84 - $33.92 $182K - $248K
60.7K $2.03M
EXPE
Expedia Group, Inc.

Consumer Cyclical
2.63K
+ 2.82%
$136.63 - $176.62 $359K - $465K
95.9K $16.2M
ABT
Abbott Laboratories

Healthcare
1.09K
+ 1.14%
$123.95 - $138.08 $135K - $151K
96.8K $13.2M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
2.82K
+ 5.06%
$167.22 - $212.42 $472K - $599K
58.6K $11.6M
PEG
Public Service Enterprise Group Inc

Utilities
1.41K
+ 1.62%
$77.13 - $84.18 $109K - $119K
88.6K $7.46M
SYY
Sysco Corp

Consumer Defensive
2.24K
+ 1.76%
$68.0 - $75.91 $152K - $170K
129K $9.81M
NFLX
Netflix Inc

Communication Services
10
+ 2.61%
$855.86 - $1339.13 $8.56K - $13.4K
393 $526K
A
Agilent Technologies, Inc.

Healthcare
1.2K
+ 5.93%
$99.29 - $120.52 $119K - $145K
21.4K $2.53M
TSLA
Tesla, Inc.

Consumer Cyclical
30
+ 1.97%
$221.86 - $362.89 $6.66K - $10.9K
1.55K $494K
KLAC
Kla Corp

Technology
6
+ 2.03%
$576.53 - $902.94 $3.46K - $5.42K
302 $270K
NEE
Nextera Energy Inc

Utilities
1.94K
+ 3.93%
$64.11 - $75.0 $124K - $146K
51.3K $3.56M
TDG
Trans Digm Group Inc

Industrials
2
+ 1.26%
$1231.75 - $1520.64 $2.46K - $3.04K
161 $244K
SYK
Stryker Corp

Healthcare
20
+ 3.57%
$337.37 - $395.63 $6.75K - $7.91K
580 $232K
COST
Costco Wholesale Corp

Consumer Defensive
10
+ 3.3%
$908.13 - $1056.85 $9.08K - $10.6K
313 $309K
Activity Summary
Buys All Purchases 322 New Holdings 257 Increased Positions 65 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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