Csm Advisors, LLC Portfolio Holdings

Csm Advisors, LLC

  • $3.43 Billion
  • Q2 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$424B
$19.8 Million 0.58% of portfolio
125,510
Q2 2025 Added 9.91%
$463B
$19.4 Million 0.57% of portfolio
126,825
Q2 2025 New
$283B
$19.1 Million 0.56% of portfolio
195,630
Q2 2025 Added 1.65%
$0
$19 Million 0.55% of portfolio
411,135
Q2 2025 Added 666.54%
$79.4B
$18.8 Million 0.55% of portfolio
252,861
Q2 2025 Added 4.93%
$15.6B
$18.3 Million 0.53% of portfolio
101,747
Q2 2025 New
$298B
$18.1 Million 0.53% of portfolio
76,022
Q2 2025 Added 2.27%
$98.1B
$17.7 Million 0.52% of portfolio
382,329
Q2 2025 New
$390B
$17.9 Million 0.52% of portfolio
96,667
Q2 2025 New
$0
$17 Million 0.5% of portfolio
126,550
Q2 2025 Added 5,285.11%
$0
$16.7 Million 0.49% of portfolio
391,600
Q2 2025 New
$0
$16.5 Million 0.48% of portfolio
357,400
Q2 2025 New
$34.2B
$16.2 Million 0.47% of portfolio
95,899
Q2 2025 Added 2.82%
$313B
$15.7 Million 0.46% of portfolio
109,366
Q2 2025 Added 3.24%
Amentum Holdings Inc
-
$14.9 Million 0.44% of portfolio
-
Q2 2025 Reduced 0.79%
$90.5B
$14.6 Million 0.43% of portfolio
44,245
Q2 2025 New
$33.8B
$14.2 Million 0.41% of portfolio
115,581
Q2 2025 Added 0.44%
$74.4B
$14.2 Million 0.41% of portfolio
36,527
Q2 2025 New
$0
$13.9 Million 0.41% of portfolio
191,133
Q2 2025 Reduced 62.66%
$19.4B
$13.5 Million 0.4% of portfolio
533,596
Q2 2025 New
$24.4B
$13.7 Million 0.4% of portfolio
266,725
Q2 2025 Added 7.61%
$41.4B
$13.8 Million 0.4% of portfolio
149,311
Q2 2025 New
$86.6B
$13.4 Million 0.39% of portfolio
62,939
Q2 2025 New
$142B
$13.2 Million 0.39% of portfolio
56,807
Q2 2025 Added 1.31%
$235B
$13.2 Million 0.38% of portfolio
96,811
Q2 2025 Added 1.14%
$0
$13.1 Million 0.38% of portfolio
229,506
Q1 2025 Reduced 0.46%
$242B
$13 Million 0.38% of portfolio
47,550
Q2 2025 Added 5.02%
North Square Investm
-
$13.1 Million 0.38% of portfolio
-
Q2 2025 Reduced 38.17%
$62.5B
$11.9 Million 0.35% of portfolio
204,209
Q2 2025 New
$8.36B
$11.9 Million 0.35% of portfolio
1,135,596
Q2 2025 New
$842M
$11.9 Million 0.35% of portfolio
601,512
Q2 2025 New
$15.7B
$11.7 Million 0.34% of portfolio
208,786
Q2 2025 New
$7.33B
$11.7 Million 0.34% of portfolio
70,975
Q2 2025 Added 10.03%
$12.4B
$11.6 Million 0.34% of portfolio
58,592
Q2 2025 Added 5.06%
$113B
$11.4 Million 0.33% of portfolio
39,282
Q2 2025 Reduced 0.74%
$26B
$11.3 Million 0.33% of portfolio
149,705
Q2 2025 New
$0
$11.1 Million 0.32% of portfolio
19,564
Q2 2025 Added 1.63%
$313B
$10.9 Million 0.32% of portfolio
136,477
Q2 2025 Added 0.56%
$1.2B
$11.1 Million 0.32% of portfolio
420,303
Q2 2025 New
$36.7B
$10.9 Million 0.32% of portfolio
84,355
Q2 2025 New
$12.2B
$11 Million 0.32% of portfolio
236,580
Q2 2025 Added 1.26%
$77.5B
$10.7 Million 0.31% of portfolio
80,418
Q2 2025 New
$257B
$10.3 Million 0.3% of portfolio
72,440
Q2 2025 Added 1.05%
$10.2B
$10.2 Million 0.3% of portfolio
584,567
Q2 2025 New
$46.5B
$10.2 Million 0.3% of portfolio
267,367
Q2 2025 New
$41.8B
$9.81 Million 0.29% of portfolio
129,460
Q2 2025 Added 1.76%
$212B
$10.1 Million 0.29% of portfolio
81,342
Q2 2025 Added 1.57%
$0
$10 Million 0.29% of portfolio
145,145
Q1 2025 Reduced 16.88%
$283M
$9.46 Million 0.28% of portfolio
392,267
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 377
  • Current Value $3.43 Billion
  • Prior Value $1.83 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 257 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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