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
$1.95B
$5.25 Million 0.15% of portfolio
313,675
Q3 2025 Added 54.67%
$3.01B
$5.52 Million 0.15% of portfolio
89,867
Q3 2025 Added 71.56%
$383M
$5.39 Million 0.15% of portfolio
177,180
Q3 2025 Reduced 3.15%
$3.59B
$5.32 Million 0.15% of portfolio
44,797
Q3 2025 Added 13.83%
Aebi Schmidt Hldg Ag
-
$5.31 Million 0.15% of portfolio
-
Q3 2025 New
$458M
$5.52 Million 0.15% of portfolio
399,535
Q3 2025 Added 16.33%
$438M
$5.46 Million 0.15% of portfolio
596,512
Q3 2025 Added 66.5%
$1.33B
$5.34 Million 0.15% of portfolio
200,545
Q3 2025 Added 14.07%
Abacus Global Mgmt
-
$5.42 Million 0.15% of portfolio
-
Q3 2025 Added 17.61%
$806M
$5.43 Million 0.15% of portfolio
168,423
Q3 2025 Added 13.65%
$1.52B
$5.26 Million 0.15% of portfolio
136,265
Q3 2025 Reduced 3.08%
$1.3B
$5.3 Million 0.15% of portfolio
25,433
Q3 2025 Reduced 3.16%
$2.32B
$5.23 Million 0.15% of portfolio
209,494
Q3 2025 Added 25.26%
$401M
$4.97 Million 0.14% of portfolio
508,730
Q3 2025 Reduced 3.14%
$8.49B
$5.15 Million 0.14% of portfolio
13,275
Q3 2025 Reduced 3.22%
$2.96B
$4.92 Million 0.14% of portfolio
93,924
Q3 2025 Added 20.84%
$2.44B
$4.86 Million 0.14% of portfolio
94,301
Q3 2025 Added 11.05%
$559M
$5.17 Million 0.14% of portfolio
126,900
Q3 2025 Added 9.81%
$1.06B
$5.02 Million 0.14% of portfolio
285,467
Q3 2025 Reduced 2.96%
Amentum Holdings Inc
-
$4.86 Million 0.14% of portfolio
-
Q3 2025 Reduced 67.96%
$988M
$4.85 Million 0.14% of portfolio
842,865
Q3 2025 Reduced 12.23%
Exchange Place Advis
-
$5.07 Million 0.14% of portfolio
-
Q3 2025 Reduced 0.9%
$1.52B
$4.95 Million 0.14% of portfolio
29,505
Q3 2025 Reduced 3.12%
$1.58B
$4.86 Million 0.14% of portfolio
205,701
Q3 2025 Added 28.41%
$1.87B
$5.03 Million 0.14% of portfolio
80,094
Q3 2025 New
$179M
$4.82 Million 0.13% of portfolio
2,067,775
Q3 2025 New
$0
$4.55 Million 0.13% of portfolio
21,100
Q2 2025 Reduced 3.65%
$49.1B
$4.61 Million 0.13% of portfolio
3,844
Q3 2025 Added 878.12%
$1.15B
$4.72 Million 0.13% of portfolio
327,216
Q3 2025 Added 13.84%
$820M
$4.66 Million 0.13% of portfolio
155,356
Q3 2025 Reduced 2.9%
$3.1B
$4.79 Million 0.13% of portfolio
93,397
Q3 2025 Added 13.61%
$7.29B
$4.72 Million 0.13% of portfolio
141,929
Q3 2025 Added 9.96%
$751M
$4.48 Million 0.13% of portfolio
125,435
Q3 2025 Added 30.19%
$539M
$4.63 Million 0.13% of portfolio
319,005
Q3 2025 Reduced 3.52%
$444M
$4.77 Million 0.13% of portfolio
164,905
Q3 2025 Reduced 3.15%
$7.46B
$4.61 Million 0.13% of portfolio
23,050
Q3 2025 Reduced 67.52%
$77.2B
$4.74 Million 0.13% of portfolio
22,293
Q3 2025 Reduced 64.58%
$533B
$4.56 Million 0.13% of portfolio
13,338
Q3 2025 Added 888.0%
$712M
$4.2 Million 0.12% of portfolio
104,955
Q3 2025 Added 42.03%
$228B
$4.24 Million 0.12% of portfolio
31,681
Q3 2025 Reduced 67.28%
$421M
$4.47 Million 0.12% of portfolio
1,111,053
Q3 2025 Reduced 39.32%
$0
$4.23 Million 0.12% of portfolio
143,735
Q3 2025 Added 14.05%
$879M
$4.42 Million 0.12% of portfolio
695,530
Q3 2025 Reduced 2.98%
$339M
$4.21 Million 0.12% of portfolio
299,794
Q3 2025 Reduced 3.07%
$1.52B
$4.13 Million 0.12% of portfolio
142,753
Q3 2025 Added 13.84%
$6.04B
$4.25 Million 0.12% of portfolio
171,031
Q3 2025 Added 13.84%
$2.78B
$4.43 Million 0.12% of portfolio
96,153
Q3 2025 Added 14.48%
F&G Annuities & Life
-
$4.3 Million 0.12% of portfolio
-
Q3 2025 Added 13.84%
$567M
$4.33 Million 0.12% of portfolio
272,360
Q3 2025 Added 24.52%

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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