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
$211B
$9.69 Million 0.28% of portfolio
334,807
Q2 2025 Reduced 2.35%
$85B
$9.55 Million 0.28% of portfolio
34,968
Q2 2025 Reduced 0.34%
$4.32B
$9.2 Million 0.27% of portfolio
138,180
Q2 2025 New
$0
$9.35 Million 0.27% of portfolio
39,461
Q2 2025 Reduced 1.8%
$4.38B
$9.11 Million 0.27% of portfolio
303,434
Q2 2025 New
$1.15B
$8.86 Million 0.26% of portfolio
589,809
Q2 2025 New
$24.1B
$8.99 Million 0.26% of portfolio
49,097
Q2 2025 Added 4.34%
$2.18B
$8.46 Million 0.25% of portfolio
106,955
Q2 2025 New
Jacobs Solutions Inc
-
$8.55 Million 0.25% of portfolio
-
Q2 2025 Added 2.25%
$1.91B
$8.67 Million 0.25% of portfolio
95,074
Q2 2025 New
$5.41B
$8.3 Million 0.24% of portfolio
144,593
Q2 2025 New
$2.08B
$8.24 Million 0.24% of portfolio
192,425
Q2 2025 New
$18.1B
$8.21 Million 0.24% of portfolio
151,288
Q2 2025 Added 1.22%
$38.4B
$8.03 Million 0.23% of portfolio
26,787
Q2 2025 Added 5.68%
$0
$8.03 Million 0.23% of portfolio
126,485
Q1 2025 Reduced 0.93%
$2.41B
$7.84 Million 0.23% of portfolio
755,689
Q2 2025 New
$142B
$7.52 Million 0.22% of portfolio
14,781
Q2 2025 Added 1.3%
$0
$7.39 Million 0.22% of portfolio
1,099,584
Q2 2025 New
$40.1B
$7.46 Million 0.22% of portfolio
88,609
Q2 2025 Added 1.62%
$1.11B
$7.03 Million 0.21% of portfolio
85,090
Q2 2025 New
$40.9B
$7.19 Million 0.21% of portfolio
72,896
Q2 2025 Added 6.07%
$638M
$7.26 Million 0.21% of portfolio
581,167
Q2 2025 New
$3.57B
$7.08 Million 0.21% of portfolio
155,429
Q2 2025 New
$669M
$6.72 Million 0.2% of portfolio
220,720
Q2 2025 New
$26.9B
$6.74 Million 0.2% of portfolio
63,280
Q2 2025 New
$442M
$6.61 Million 0.19% of portfolio
1,830,994
Q2 2025 New
$657M
$6.61 Million 0.19% of portfolio
203,980
Q2 2025 New
$96.8B
$6.45 Million 0.19% of portfolio
70,335
Q2 2025 Added 0.9%
$743M
$6.64 Million 0.19% of portfolio
127,430
Q2 2025 New
$832M
$6.34 Million 0.19% of portfolio
71,297
Q2 2025 New
$141B
$6.37 Million 0.19% of portfolio
57,475
Q2 2025 Reduced 1.34%
$4.2B
$6.06 Million 0.18% of portfolio
149,145
Q2 2025 New
$1.19B
$6.3 Million 0.18% of portfolio
233,800
Q2 2025 New
$800M
$6.03 Million 0.18% of portfolio
523,895
Q2 2025 New
$1.13B
$6.23 Million 0.18% of portfolio
120,875
Q2 2025 New
$1.2B
$6.15 Million 0.18% of portfolio
652,077
Q2 2025 New
$251B
$6.26 Million 0.18% of portfolio
19,640
Q2 2025 Added 4.19%
$870M
$6.02 Million 0.18% of portfolio
196,061
Q2 2025 New
$344M
$6.18 Million 0.18% of portfolio
349,185
Q2 2025 New
$5.51B
$6.11 Million 0.18% of portfolio
52,774
Q2 2025 New
$651M
$6.21 Million 0.18% of portfolio
876,735
Q2 2025 New
$4.6B
$6.32 Million 0.18% of portfolio
1,277,058
Q2 2025 New
$519M
$6.08 Million 0.18% of portfolio
148,195
Q2 2025 New
$1.07B
$6.24 Million 0.18% of portfolio
412,863
Q2 2025 New
$332M
$6.16 Million 0.18% of portfolio
147,650
Q2 2025 New
$5.14B
$5.74 Million 0.17% of portfolio
88,734
Q2 2025 New
$2.69B
$5.85 Million 0.17% of portfolio
206,457
Q2 2025 New
$7.44B
$5.71 Million 0.17% of portfolio
201,081
Q2 2025 New
$2.02B
$5.98 Million 0.17% of portfolio
339,238
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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