Csm Advisors, LLC New Holdings in Q2 2025

Csm Advisors, LLC

  • $3.43 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DUK
Duke Energy Corp

Utilities
328K
New
$112.46 - $124.05 $36.8M - $40.6M
328K $38.7M
VZ
Verizon Communications Inc

Communication Services
886K
New
$41.67 - $45.62 $36.9M - $40.4M
886K $38.3M
C
Citigroup Inc

Financial Services
433K
New
$58.13 - $85.12 $25.2M - $36.9M
433K $36.9M
HIG
Hartford Financial Services Group, Inc.

Financial Services
279K
New
$109.83 - $131.67 $30.6M - $36.7M
279K $35.4M
CMI
Cummins Inc

Industrials
103K
New
$267.12 - $336.65 $27.5M - $34.7M
103K $33.8M
SYF
Synchrony Financial

Financial Services
470K
New
$43.81 - $66.74 $20.6M - $31.4M
470K $31.4M
USB
Us Bancorp \De\

Financial Services
688K
New
$36.4 - $45.76 $25.1M - $31.5M
688K $31.1M
INDA
Ishares Msci India Index Fund

ETFs
545K
New
$49.13 - $55.86 $26.8M - $30.4M
545K $30.3M
IBM
International Business Machines Corp

Technology
102K
New
$221.03 - $294.78 $22.6M - $30.2M
102K $30.2M
MO
Altria Group, Inc.

Consumer Defensive
455K
New
$55.56 - $60.91 $25.3M - $27.7M
455K $26.7M
SPG
Simon Property Group Inc

Real Estate
158K
New
$140.37 - $171.44 $22.2M - $27.1M
158K $25.4M
URI
United Rentals, Inc.

Industrials
33.4K
New
$551.94 - $753.4 $18.4M - $25.2M
33.4K $25.2M
KR
Kroger CO

Consumer Defensive
339K
New
$64.62 - $74.0 $21.9M - $25.1M
339K $24.3M
SHEL
Shell PLC

Energy
334K
New
$59.75 - $73.05 $20M - $24.4M
334K $23.5M
DRI
Darden Restaurants Inc

Consumer Cyclical
106K
New
$186.58 - $225.78 $19.7M - $23.9M
106K $23M
DAL
Delta Air Lines, Inc.

Industrials
463K
New
$35.88 - $52.99 $16.6M - $24.5M
463K $22.8M
MDT
Medtronic PLC

Healthcare
252K
New
$80.68 - $88.86 $20.3M - $22.4M
252K $22M
QCOM
Qualcomm Inc

Technology
138K
New
$124.66 - $159.48 $17.2M - $21.9M
138K $21.9M
MOS
Mosaic CO

Basic Materials
594K
New
$22.76 - $36.95 $13.5M - $21.9M
594K $21.7M
AMP
Ameriprise Financial Inc

Financial Services
40.4K
New
$422.19 - $533.73 $17.1M - $21.6M
40.4K $21.6M
EBAY
Ebay Inc

Consumer Cyclical
286K
New
$59.52 - $79.36 $17M - $22.7M
286K $21.3M
PFE
Pfizer Inc

Healthcare
855K
New
$21.59 - $24.84 $18.5M - $21.2M
855K $20.7M
RTX
Raytheon Technologies Corp

Industrials
140K
New
$113.75 - $148.48 $15.9M - $20.8M
140K $20.5M
JNJ
Johnson & Johnson

Healthcare
127K
New
$146.36 - $159.82 $18.6M - $20.3M
127K $19.4M
DGX
Quest Diagnostics Inc

Healthcare
102K
New
N/A
102K $18.3M
ABBV
Abb Vie Inc.

Healthcare
96.7K
New
$170.16 - $206.27 $16.4M - $19.9M
96.7K $17.9M
BMY
Bristol Myers Squibb CO

Healthcare
382K
New
$44.12 - $59.6 $16.9M - $22.8M
382K $17.7M
SCHC
Schwab Strategic Tr Intl Small

ETFs
392K
New
$32.41 - $42.59 $12.7M - $16.7M
392K $16.7M
VNQI
Vanguard Global Ex U.S. Real

ETFs
357K
New
$37.77 - $46.15 $13.5M - $16.5M
357K $16.5M
CI
Cigna Corp

Healthcare
44.2K
New
$301.89 - $340.04 $13.4M - $15M
44.2K $14.6M
WPC
W. P. Carey Inc.

Real Estate
233K
New
$56.12 - $64.53 $13M - $15M
233K $14.5M
ELV
Elevance Health, Inc.

Healthcare
36.5K
New
$372.27 - $452.69 $13.6M - $16.5M
36.5K $14.2M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
149K
New
$81.84 - $93.53 $12.2M - $14M
149K $13.8M
CTRA
Coterra Energy Inc.

Energy
534K
New
$22.6 - $29.07 $12.1M - $15.5M
534K $13.5M
COF
Capital One Financial Corp

Financial Services
62.9K
New
$150.57 - $212.76 $9.48M - $13.4M
62.9K $13.4M
AES
Aes Corp

Utilities
1.14M
New
$9.63 - $12.55 $10.9M - $14.3M
1.14M $11.9M
SGH
Smart Global Holdings, Inc.

Technology
602K
New
N/A
602K $11.9M
NEM
Newmont Corp

Basic Materials
204K
New
$44.18 - $59.46 $9.02M - $12.1M
204K $11.9M
TSN
Tyson Foods, Inc.

Consumer Defensive
209K
New
$54.33 - $63.56 $11.3M - $13.3M
209K $11.7M
SRE
Sempra Energy

Utilities
150K
New
$63.78 - $78.91 $9.55M - $11.8M
150K $11.3M
GSL
Global Ship Lease, Inc.

Industrials
420K
New
$18.25 - $26.77 $7.67M - $11.3M
420K $11.1M
NUE
Nucor Corp

Basic Materials
84.4K
New
$103.22 - $131.43 $8.71M - $11.1M
84.4K $10.9M
EMR
Emerson Electric CO

Industrials
80.4K
New
$94.15 - $133.33 $7.57M - $10.7M
80.4K $10.7M
BKR
Baker Hughes CO

Energy
267K
New
$35.0 - $44.92 $9.36M - $12M
267K $10.2M
PEAK
Healthpeak Properties, Inc.

Real Estate
585K
New
N/A
585K $10.2M
CVLG
Covenant Logistics Group, Inc.

Industrials
392K
New
$17.73 - $24.29 $6.95M - $9.53M
392K $9.46M
IBOC
International Bancshares Corp

Financial Services
138K
New
$56.4 - $66.7 $7.79M - $9.22M
138K $9.2M
CUZ
Cousins Properties Inc

Real Estate
303K
New
$25.15 - $30.53 $7.63M - $9.26M
303K $9.11M
HCSG
Healthcare Services Group Inc

Healthcare
590K
New
$9.37 - $15.03 $5.53M - $8.86M
590K $8.86M
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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