Csm Advisors, LLC Portfolio Holdings

Csm Advisors, LLC

  • $1.83 Billion
  • Q1 2025

Csm Advisors, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.83 Billion distributed in 141 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $147M, Spdr S&P 500 ETF Trust with a value of $145M, Invesco Qqq Trust, Series 1 with a value of $144M, Vanguard Value ETF with a value of $125M, and North Sq Invstmnts T with a value of $83.8M.

Examining the 13F form we can see an decrease of $305M in the current position value, from $2.14B to 1.83B.

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 $1.83 Billion
ETFs: $1.03 Billion
Technology: $143 Million
Financial Services: $108 Million
Communication Services: $88.2 Million
Consumer Cyclical: $69.3 Million
Healthcare: $59.9 Million
Industrials: $45.2 Million
Energy: $44.4 Million
Other: $70.7 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.93B
$11.2 Million 0.61% of portfolio
55,772
Q1 2025 Reduced 25.28%
$5.37B
$9.31 Million 0.51% of portfolio
64,505
Q1 2025 New
$7.8B
$1.53 Million 0.08% of portfolio
53,424
Q1 2025 Reduced 2.73%
$4.43B
$1.2 Million 0.07% of portfolio
49,382
Q1 2025 Reduced 3.52%
$5.55B
$322,000 0.02% of portfolio
225
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 141
  • Current Value $1.83 Billion
  • Prior Value $2.14 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 79 stocks
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