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 Market Cap. of $200 Billions or more
