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
Arista Networks In
-
$1.73 Million 0.05% of portfolio
-
Q3 2025 New
$59.6B
$1.85 Million 0.05% of portfolio
8,635
Q3 2025 New
$183B
$1.78 Million 0.05% of portfolio
6,304
Q3 2025 Reduced 52.2%
$235B
$1.91 Million 0.05% of portfolio
22,755
Q3 2025 Reduced 69.09%
$123B
$1.76 Million 0.05% of portfolio
2,530
Q3 2025 New
$33.9B
$1.74 Million 0.05% of portfolio
6,918
Q3 2025 Added 886.88%
$421M
$1.7 Million 0.05% of portfolio
97,270
Q3 2025 Reduced 33.4%
$168B
$1.86 Million 0.05% of portfolio
24,635
Q3 2025 Reduced 52.02%
$156B
$1.67 Million 0.05% of portfolio
15,075
Q3 2025 Reduced 73.77%
$39.4B
$1.87 Million 0.05% of portfolio
2,608
Q3 2025 Added 851.82%
$169B
$1.83 Million 0.05% of portfolio
1,991
Q3 2025 Added 834.74%
$182B
$1.9 Million 0.05% of portfolio
2,782
Q3 2025 Added 859.31%
$30B
$1.95 Million 0.05% of portfolio
7,486
Q3 2025 Reduced 68.64%
$0
$1.39 Million 0.04% of portfolio
29,966
Q3 2025 Added 63.02%
$115B
$1.31 Million 0.04% of portfolio
2,660
Q3 2025 New
$84.9B
$1.4 Million 0.04% of portfolio
8,329
Q3 2025 New
Celestica Inc
-
$1.4 Million 0.04% of portfolio
-
Q3 2025 New
$10.5B
$1.35 Million 0.04% of portfolio
30,554
Q3 2025 Reduced 49.7%
$61.4B
$1.35 Million 0.04% of portfolio
3,252
Q3 2025 New
$19.9B
$1.27 Million 0.04% of portfolio
2,625
Q3 2025 New
$193B
$1.5 Million 0.04% of portfolio
3,357
Q3 2025 New
$39.1B
$1.35 Million 0.04% of portfolio
5,237
Q3 2025 New
$82.2B
$1.26 Million 0.04% of portfolio
5,569
Q3 2025 New
$0
$1.39 Million 0.04% of portfolio
14,900
Q2 2025 Reduced 15.82%
$391M
$1.43 Million 0.04% of portfolio
143,065
Q3 2025 Added 69.5%
$1.78B
$1.54 Million 0.04% of portfolio
15,545
Q3 2025 Reduced 55.69%
$10B
$1.28 Million 0.04% of portfolio
63,540
Q3 2025 New
$24.1B
$1.12 Million 0.03% of portfolio
7,971
Q3 2025 Reduced 70.97%
$42.8B
$1.09 Million 0.03% of portfolio
3,644
Q3 2025 New
$277B
$1.14 Million 0.03% of portfolio
14,879
Q3 2025 New
$14.8B
$1.15 Million 0.03% of portfolio
5,619
Q3 2025 Added 10.05%
Europacific Growth F
-
$947,000 0.03% of portfolio
-
Q1 2023 New
$0
$968,000 0.03% of portfolio
6,800
Q3 2025 New
$0
$968,000 0.03% of portfolio
4,000
Q2 2025 Reduced 68.75%
$89.7B
$1.18 Million 0.03% of portfolio
5,864
Q3 2025 New
Outfront Media Inc
-
$929,000 0.03% of portfolio
-
Q3 2025 Added 13.8%
Reddit Inc
-
$1.14 Million 0.03% of portfolio
-
Q3 2025 New
North Sq Invstmnts T
-
$1.13 Million 0.03% of portfolio
-
Q3 2025 New
$18.9B
$670,000 0.02% of portfolio
6,800
Q3 2025 Added 90.26%
$5.67B
$830,000 0.02% of portfolio
19,795
Q3 2025 Added 14.47%
Rowe T Price Intl Fd
-
$651,000 0.02% of portfolio
-
Q1 2023 New
Goldman Sachs Tr
-
$803,000 0.02% of portfolio
-
Q1 2023 New
$9.48B
$579,000 0.02% of portfolio
7,055
Q3 2025 New
Atlassian Corp
-
$540,000 0.02% of portfolio
-
Q3 2025 New
$10.1B
$624,000 0.02% of portfolio
16,583
Q3 2025 New
$7.17B
$740,000 0.02% of portfolio
16,610
Q3 2025 Reduced 11.01%
$8.84B
$796,000 0.02% of portfolio
6,046
Q3 2025 Added 18.57%
$2.24B
$635,000 0.02% of portfolio
53,079
Q3 2025 Added 15.05%
$2.59B
$655,000 0.02% of portfolio
35,138
Q3 2025 Added 60.05%

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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