Csm Advisors, LLC Portfolio Holdings

Csm Advisors, LLC

  • $3.58 Billion
  • Q3 2025

Csm Advisors, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.58 Billion distributed in 402 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 $120M, Spdr S&P 500 ETF Trust with a value of $113M, Vanguard Growth ETF with a value of $96.6M, Vanguard Value ETF with a value of $68.4M, and Alphabet Inc. with a value of $64.4M.

Examining the 13F form we can see an increase of $150M in the current position value, from $3.43B to 3.58B.

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 $3.58 Billion
ETFs: $766 Million
Financial Services: $581 Million
Technology: $426 Million
Industrials: $355 Million
Healthcare: $254 Million
Communication Services: $221 Million
Energy: $194 Million
Consumer Cyclical: $174 Million
Other: $407 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$800M
$7.77 Million 0.22% of portfolio
190,283
Q3 2025 Reduced 2.95%
$4.12B
$7.84 Million 0.22% of portfolio
114,056
Q3 2025 Reduced 17.46%
$99.7B
$7.97 Million 0.22% of portfolio
41,367
Q3 2025 Reduced 67.3%
$5.59B
$7.7 Million 0.22% of portfolio
68,182
Q3 2025 Added 23.18%
$4.89B
$7.88 Million 0.22% of portfolio
1,096,727
Q3 2025 Reduced 14.12%
$565M
$7.59 Million 0.21% of portfolio
143,285
Q3 2025 Reduced 3.31%
$1.52B
$7.64 Million 0.21% of portfolio
469,542
Q3 2025 Added 0.08%
$5.06B
$7.4 Million 0.21% of portfolio
101,012
Q3 2025 Added 13.84%
$4.87B
$7.08 Million 0.2% of portfolio
58,916
Q3 2025 Added 11.64%
$800M
$7.03 Million 0.2% of portfolio
505,532
Q3 2025 Reduced 3.51%
$4.02B
$7.2 Million 0.2% of portfolio
62,550
Q3 2025 Added 16.75%
$40.2B
$7.08 Million 0.2% of portfolio
33,124
Q3 2025 Reduced 65.46%
$0
$7.25 Million 0.2% of portfolio
169,433
Q3 2025 Added 75.44%
$1.1B
$6.99 Million 0.2% of portfolio
72,679
Q3 2025 Reduced 14.59%
$842M
$7.07 Million 0.2% of portfolio
337,874
Q3 2025 Reduced 18.16%
$404M
$6.66 Million 0.19% of portfolio
207,745
Q3 2025 Added 4.87%
$4.81B
$6.71 Million 0.19% of portfolio
155,476
Q3 2025 Reduced 10.19%
$734M
$6.85 Million 0.19% of portfolio
104,985
Q3 2025 Reduced 13.15%
$659M
$6.93 Million 0.19% of portfolio
564,093
Q3 2025 Reduced 2.94%
$4.74B
$6.63 Million 0.19% of portfolio
233,510
Q3 2025 Added 26.46%
$1.05B
$6.78 Million 0.19% of portfolio
227,188
Q3 2025 Reduced 2.83%
$643M
$6.91 Million 0.19% of portfolio
68,967
Q3 2025 Reduced 3.27%
$8.02B
$6.7 Million 0.19% of portfolio
66,147
Q3 2025 Added 13.84%
$1.24B
$6.65 Million 0.19% of portfolio
742,335
Q3 2025 Added 13.84%
$770M
$6.76 Million 0.19% of portfolio
141,325
Q3 2025 Added 10.9%
$3.12B
$6.93 Million 0.19% of portfolio
122,191
Q3 2025 Added 3.5%
$1.86B
$6.46 Million 0.18% of portfolio
104,078
Q3 2025 Added 17.35%
$252M
$6.34 Million 0.18% of portfolio
143,015
Q3 2025 Reduced 3.14%
$2.35B
$6.48 Million 0.18% of portfolio
584,561
Q3 2025 Added 13.84%
$2.33B
$6.53 Million 0.18% of portfolio
230,530
Q3 2025 Added 11.66%
$4.32B
$6.38 Million 0.18% of portfolio
121,962
Q3 2025 Added 11.66%
Fidelis Insurance Ho
-
$6.55 Million 0.18% of portfolio
-
Q3 2025 Added 13.84%
Worthington Steel
-
$6.16 Million 0.17% of portfolio
-
Q3 2025 Added 11.64%
$742M
$6.25 Million 0.17% of portfolio
351,045
Q3 2025 Added 18.41%
$6.28B
$6.22 Million 0.17% of portfolio
45,275
Q3 2025 Added 13.83%
$200M
$6.1 Million 0.17% of portfolio
649,943
Q3 2025 Reduced 3.07%
$2.69B
$6.21 Million 0.17% of portfolio
516,841
Q3 2025 Added 13.84%
$292M
$6.09 Million 0.17% of portfolio
388,200
Q3 2025 Added 60.32%
$634M
$6.12 Million 0.17% of portfolio
197,545
Q3 2025 Reduced 3.15%
$700M
$6.12 Million 0.17% of portfolio
204,900
Q3 2025 Reduced 3.11%
$1.28B
$6.24 Million 0.17% of portfolio
565,303
Q3 2025 Added 10.45%
$608M
$6.14 Million 0.17% of portfolio
171,980
Q3 2025 Reduced 3.16%
$1.29T
$6.2 Million 0.17% of portfolio
13,947
Q3 2025 Added 798.07%
$1.07B
$6.08 Million 0.17% of portfolio
299,118
Q3 2025 Added 76.05%
$720M
$5.99 Million 0.17% of portfolio
507,038
Q3 2025 Added 29.7%
$288M
$5.66 Million 0.16% of portfolio
431,205
Q3 2025 Added 5.09%
$71.6B
$5.57 Million 0.16% of portfolio
82,963
Q3 2025 Reduced 67.19%
$263M
$5.77 Million 0.16% of portfolio
334,345
Q3 2025 Reduced 4.25%
$1.38B
$5.58 Million 0.16% of portfolio
365,777
Q3 2025 Added 13.69%

Summary

  • Portfolio
  • No. of Stocks 402
  • Current Value $3.58 Billion
  • Prior Value $3.43 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 54 stocks
  • Additional Purchases 162 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 160 stocks
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