CSM Advisors
Latest statistics and disclosures from CSM Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, MSFT, QQQ, VUG, and represent 12.54% of CSM Advisors's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$86M), NVDA (+$84M), MSFT (+$58M), AMZN (+$47M), GOOGL (+$44M), AVGO (+$33M), TSLA (+$28M), NEE (+$25M), KLAC (+$20M), NFLX (+$19M).
- Started 53 new stock positions in HLT, CHRD, AEM, WPM, DOW, NBIS, CALM, VONV, GE, ANET.
- Reduced shares in these 10 stocks: IWM (-$57M), QQQ (-$23M), TMUS (-$22M), CF (-$21M), GOOG (-$21M), , GDX (-$13M), HIG (-$11M), LOW (-$10M), META (-$10M).
- Sold out of its positions in AES, A, AstraZeneca, AXON, BTSG, CXW, CRWV, HDEF, DDOG, DE.
- CSM Advisors was a net buyer of stock by $356M.
- CSM Advisors has $4.1B in assets under management (AUM), dropping by 10.56%.
- Central Index Key (CIK): 0001863523
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Portfolio Holdings for CSM Advisors
CSM Advisors holds 407 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Nvidia Corp Common (NVDA) | 3.0 | $123M | +221% | 703k | 174.40 |
|
| Apple Common (AAPL) | 3.0 | $122M | +237% | 482k | 253.78 |
|
| Microsoft Corp Common (MSFT) | 2.2 | $89M | +189% | 240k | 370.16 |
|
| Invesco Qqq Tr Qqq Trust Series 1 (QQQ) | 2.2 | $88M | -20% | 153k | 577.18 |
|
| Vanguard Index Tr Growth (VUG) | 2.2 | $88M | 202k | 436.79 |
|
|
| State St Spdr S&p500 Units Ser 1 S&p (SPY) | 2.1 | $84M | 129k | 650.34 |
|
|
| Alphabet Class A (GOOGL) | 1.9 | $79M | +127% | 275k | 287.55 |
|
| Vanguard Index Tr Value (VTV) | 1.8 | $72M | 367k | 196.20 |
|
|
| Amazon Common (AMZN) | 1.6 | $65M | +245% | 314k | 208.27 |
|
| Johnson & Johnson Common (JNJ) | 1.3 | $55M | -12% | 223k | 244.42 |
|
| Us Bancorp Del Common (USB) | 1.3 | $54M | -8% | 1.0M | 52.01 |
|
| Cisco Systems Common (CSCO) | 1.3 | $53M | +2% | 680k | 77.59 |
|
| Broadcom Common (AVGO) | 1.2 | $50M | +194% | 162k | 309.53 |
|
| Caterpillar Common (CAT) | 1.2 | $50M | -3% | 71k | 708.47 |
|
| Cummins Common (CMI) | 1.2 | $48M | -13% | 89k | 538.06 |
|
| Ishares Msci Eurozone (EZU) | 1.1 | $45M | 721k | 62.64 |
|
|
| Chevron Corp Common (CVX) | 1.1 | $43M | -18% | 210k | 206.90 |
|
| Jpmorgan Chase & Co Common (JPM) | 1.1 | $43M | -12% | 147k | 294.18 |
|
| North Sq Invstmnts T Dynamic Smcp I (ORSIX) | 1.0 | $43M | -4% | 2.6M | 16.42 |
|
| Hartford Insurance Common (HIG) | 1.0 | $42M | -20% | 310k | 135.22 |
|
| Alphabet Class C (GOOG) | 1.0 | $41M | -34% | 141k | 286.86 |
|
| Verizon Communicatio Common (VZ) | 1.0 | $40M | +5% | 788k | 50.20 |
|
| Citigroup Common (C) | 1.0 | $39M | -13% | 342k | 113.42 |
|
| Vanguard Scottsdal Fds Vng Rus2000idx (VTWO) | 0.9 | $38M | +5% | 380k | 100.18 |
|
| Bank Of New York Mel Common (BNY) | 0.9 | $38M | -13% | 318k | 118.63 |
|
| Delta Air Lines Common (DAL) | 0.9 | $36M | -13% | 545k | 66.48 |
|
| Eog Resources Common (EOG) | 0.9 | $36M | -13% | 250k | 144.57 |
|
| Tesla Motors (TSLA) | 0.8 | $34M | +455% | 93k | 371.73 |
|
| Altria Group Common (MO) | 0.8 | $34M | -7% | 515k | 65.99 |
|
| Shell Ads (rep 2 Ord Shs) (SHEL) | 0.8 | $33M | -13% | 349k | 93.00 |
|
| Goldman Sachs Group Common (GS) | 0.8 | $32M | -12% | 38k | 846.07 |
|
| Synchrony Finl Common (SYF) | 0.8 | $31M | -13% | 450k | 68.02 |
|
| Duke Energy Corp Common (DUK) | 0.7 | $29M | 219k | 130.92 |
|
|
| Micron Technology Common (MU) | 0.7 | $28M | +22% | 82k | 337.82 |
|
| Abbvie Common (ABBV) | 0.7 | $27M | +16% | 126k | 217.50 |
|
| Lilly Eli & Co Common (LLY) | 0.7 | $27M | +121% | 29k | 919.76 |
|
| Qualcomm Common (QCOM) | 0.6 | $26M | -12% | 204k | 128.76 |
|
| Intl Business Mchn Common (IBM) | 0.6 | $26M | -13% | 107k | 242.39 |
|
| General Motors Common (GM) | 0.6 | $26M | -13% | 346k | 74.50 |
|
| Nextera Energy Common (NEE) | 0.6 | $25M | +6513% | 274k | 92.90 |
|
| Kla Corporation Common Usd0.001 (KLAC) | 0.6 | $25M | +384% | 17k | 1472.13 |
|
| Ameriprise Financial Common (AMP) | 0.6 | $25M | -13% | 56k | 444.35 |
|
| Ishares Msci Cda Index (EWC) | 0.6 | $24M | 437k | 54.80 |
|
|
| Netflix Common (NFLX) | 0.6 | $24M | +424% | 244k | 96.15 |
|
| Medtronic Ordinary Shs $0.0001 (MDT) | 0.6 | $23M | -13% | 268k | 86.64 |
|
| Fox Corporation Cl A Com (FOXA) | 0.6 | $23M | +25% | 392k | 58.40 |
|
| Ishares 3-7 Yr Tr Bd Etf (IEI) | 0.6 | $23M | 190k | 118.60 |
|
|
| Pfizer Common (PFE) | 0.5 | $21M | -13% | 763k | 28.08 |
|
| Simon Ppty Common (SPG) | 0.5 | $21M | -25% | 110k | 186.51 |
|
| Vanguard Tax Managed Ftse Dev Mkt Etf (VEA) | 0.5 | $20M | +3% | 317k | 64.08 |
|
| Coca-cola Europaci Com Eur0.01 (CCEP) | 0.5 | $20M | -13% | 223k | 90.67 |
|
| United Rentals Common (URI) | 0.5 | $20M | -17% | 27k | 728.45 |
|
| Nucor Corp Common (NUE) | 0.5 | $19M | -31% | 115k | 169.09 |
|
| Vanguard Star Fund Tot Intl Stk Idx Fd (VXUS) | 0.5 | $19M | +4% | 246k | 77.11 |
|
| Valero Energy Corp Common (VLO) | 0.5 | $19M | NEW | 76k | 247.04 |
|
| Visa Class A (V) | 0.5 | $19M | +282% | 62k | 302.27 |
|
| Zoom Communications Com Cl A (ZM) | 0.5 | $19M | -11% | 231k | 80.40 |
|
| North Sq Invstmnts T Advsy Rsch Acp I (ADVGX) | 0.4 | $18M | -12% | 1.4M | 13.01 |
|
| General Dynamics Common (GD) | 0.4 | $18M | -12% | 53k | 343.16 |
|
| The Cigna Group Common Usd0.01 (CI) | 0.4 | $18M | -13% | 67k | 266.74 |
|
| Sanofi Sponsored Adr (SNY) | 0.4 | $18M | -13% | 363k | 48.17 |
|
| Cf Industries Hldgs Common (CF) | 0.4 | $17M | -54% | 134k | 129.84 |
|
| Global Ship Lease Common Shs A (GSL) | 0.4 | $17M | +2% | 459k | 37.23 |
|
| Arm Holdings Ads (ARM) | 0.4 | $17M | NEW | 112k | 151.26 |
|
| Edison Intl Common (EIX) | 0.4 | $17M | -13% | 228k | 73.18 |
|
| Expand Energy Corp Common (EXE) | 0.4 | $16M | -13% | 147k | 109.79 |
|
| Costco Whsl Corp Common (COST) | 0.4 | $16M | +280% | 16k | 996.71 |
|
| Dollar Gen Corp Common (DG) | 0.4 | $16M | -13% | 133k | 118.72 |
|
| North Square Investm North Micro Fd I (NKMCX) | 0.4 | $15M | 1.2M | 13.10 |
|
|
| Aptiv Ordinary Shares (APTV) | 0.4 | $15M | -26% | 217k | 69.41 |
|
| Quest Diagnostics Common (DGX) | 0.4 | $15M | -13% | 77k | 195.92 |
|
| Mastercard Class A (MA) | 0.4 | $15M | +284% | 30k | 499.40 |
|
| Netscout Sys Common (NTCT) | 0.4 | $15M | +89% | 460k | 31.79 |
|
| Minerals Technologs Common (MTX) | 0.4 | $15M | +8% | 206k | 70.93 |
|
| Rtx Corporation Com Usd1 (RTX) | 0.4 | $14M | -13% | 75k | 192.87 |
|
| Lowes Common (LOW) | 0.3 | $14M | -41% | 60k | 236.33 |
|
| Ishares Eafe Value Etf (EFV) | 0.3 | $14M | +3% | 188k | 74.36 |
|
| Terex Corp Common (TEX) | 0.3 | $14M | +84% | 236k | 59.10 |
|
| Mercadolibre Common (MELI) | 0.3 | $14M | NEW | 8.1k | 1729.26 |
|
| Healthcare Svcs Grp Common (HCSG) | 0.3 | $14M | +4% | 748k | 18.55 |
|
| Wp Carey (WPC) | 0.3 | $14M | -27% | 201k | 67.96 |
|
| Adv Micro Devices Common (AMD) | 0.3 | $13M | +398% | 66k | 203.43 |
|
| Spdr Series Trust State Street S&p 500 (SPYM) | 0.3 | $13M | -5% | 174k | 76.54 |
|
| Carlyle Group (CG) | 0.3 | $13M | -10% | 275k | 48.39 |
|
| Lincoln Natl Corp Common (LNC) | 0.3 | $13M | -29% | 373k | 35.50 |
|
| Ge Aerospace Com New (GE) | 0.3 | $13M | NEW | 45k | 283.74 |
|
| Vanguard Index Tr Small Cap (VB) | 0.3 | $12M | +5% | 45k | 261.88 |
|
| Kroger Common (KR) | 0.3 | $12M | -13% | 164k | 72.35 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $12M | 20k | 597.53 |
|
|
| Hancock Whitney Corp Common (HWC) | 0.3 | $12M | +9% | 182k | 63.59 |
|
| Palantir Tech Com Usd0.001 Class A (PLTR) | 0.3 | $12M | +366% | 79k | 146.28 |
|
| Vici Pptys (VICI) | 0.3 | $11M | -30% | 415k | 27.33 |
|
| Whitecap Resources Common Shares (ca) (WCPRF) | 0.3 | $11M | -22% | 990k | 11.26 |
|
| Walmart Common (WMT) | 0.3 | $11M | +381% | 89k | 124.26 |
|
| Enersys Common (ENS) | 0.3 | $11M | -9% | 61k | 173.70 |
|
| Talos Energy Common Stock (TALO) | 0.3 | $11M | +67% | 665k | 15.76 |
|
| Tyson Foods Class A (TSN) | 0.3 | $10M | -36% | 162k | 64.07 |
|
| Adapthealth Corp Common (AHCO) | 0.3 | $10M | +9% | 858k | 11.90 |
|
| Newmont Mining Corporation (NEM) | 0.3 | $10M | -13% | 94k | 108.25 |
|
| Murphy Oil Corp Common (MUR) | 0.3 | $10M | 247k | 41.25 |
|
|
| Ge Vernova Common Stock (GEV) | 0.2 | $10M | +194% | 12k | 872.73 |
|
| Ofg Bancorp Common (OFG) | 0.2 | $9.9M | +9% | 244k | 40.46 |
|
| Cathay Gen Bancorp Common (CATY) | 0.2 | $9.8M | +9% | 197k | 49.87 |
|
| Penguin Solutions In Common Stock (PENG) | 0.2 | $9.6M | +22% | 547k | 17.59 |
|
| Sally Beauty Hldgs Common (SBH) | 0.2 | $9.4M | +70% | 682k | 13.85 |
|
| Dnow Common (DNOW) | 0.2 | $9.4M | +9% | 788k | 11.91 |
|
| Nwpx Infrastructure Common (NWPX) | 0.2 | $9.3M | -8% | 120k | 77.87 |
|
| Whitestone Reit Common Reit (WSR) | 0.2 | $9.2M | 568k | 16.15 |
|
|
| Century Alum Common (CENX) | 0.2 | $9.1M | -30% | 156k | 58.70 |
|
| Ameris Bancorp Common (ABCB) | 0.2 | $9.1M | +9% | 117k | 78.00 |
|
| Lam Research Corpora Common (LRCX) | 0.2 | $9.0M | NEW | 42k | 213.69 |
|
| Intl Bancshares Corp Common (IBOC) | 0.2 | $8.9M | +9% | 132k | 67.30 |
|
| Postal Realty Trust Class A (PSTL) | 0.2 | $8.7M | 468k | 18.55 |
|
|
| Mitek Sys Common (MITK) | 0.2 | $8.7M | +11% | 643k | 13.50 |
|
| Avnet Common (AVT) | 0.2 | $8.7M | +9% | 141k | 61.61 |
|
| Stonex Group Common (SNEX) | 0.2 | $8.6M | +64% | 107k | 80.67 |
|
| Oracle Corp Common (ORCL) | 0.2 | $8.6M | +162% | 58k | 147.14 |
|
| Cohu Common (COHU) | 0.2 | $8.4M | -7% | 274k | 30.62 |
|
| Covenant Logistics Common (CVLG) | 0.2 | $8.1M | 300k | 27.15 |
|
|
| Sm Energy Company Common (SM) | 0.2 | $8.1M | +17% | 260k | 31.18 |
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| Pelagos Insurance Ca Com Usd0.01 | 0.2 | $8.0M | +9% | 417k | 19.11 |
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| Genco Shipping & Tra Shs New (GNK) | 0.2 | $7.9M | 350k | 22.55 |
|
|
| Belden Common (BDC) | 0.2 | $7.8M | +9% | 68k | 114.79 |
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| Pediatrix Medical Gr Common (MD) | 0.2 | $7.7M | +9% | 362k | 21.39 |
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| Vaalco Energy Common (EGY) | 0.2 | $7.7M | +9% | 1.2M | 6.34 |
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| Bandwidth Com Cl A (BAND) | 0.2 | $7.7M | +25% | 434k | 17.82 |
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| Northeast Bank Common (NBN) | 0.2 | $7.7M | 69k | 112.36 |
|
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| Dime Community Bancs Com Usd0.01 (DCOM) | 0.2 | $7.7M | 227k | 33.82 |
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| Wisdomtree Common (WT) | 0.2 | $7.6M | -7% | 522k | 14.56 |
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| Hawaiian Elec Inds Common (HE) | 0.2 | $7.5M | -17% | 507k | 14.84 |
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| Koppers Holdings Common (KOP) | 0.2 | $7.5M | +9% | 195k | 38.67 |
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| S&p Wrld Ex Us State Str Spdr Portf (SPDW) | 0.2 | $7.4M | -12% | 163k | 45.65 |
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| Ebay Common (EBAY) | 0.2 | $7.2M | -13% | 79k | 91.05 |
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| Abacus Global Mgmt Com Cl A (ABX) | 0.2 | $7.2M | -13% | 908k | 7.88 |
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| Sun Country Airlines Com Usd0.01 | 0.2 | $7.1M | -24% | 429k | 16.52 |
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| Worthington Steel Common (WS) | 0.2 | $7.0M | +9% | 232k | 30.34 |
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| Flushing Finl Corp Common | 0.2 | $7.0M | 458k | 15.36 |
|
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| Unitil Corp Common (UTL) | 0.2 | $7.0M | 135k | 52.25 |
|
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| Gulfport Energy Corp Common Shares (GPOR) | 0.2 | $7.0M | -3% | 33k | 211.58 |
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| Livanova Common (LIVN) | 0.2 | $6.9M | +9% | 109k | 63.55 |
|
| Apple Hospitality Common (APLE) | 0.2 | $6.9M | +9% | 597k | 11.51 |
|
| Benchmark Electrs Common (BHE) | 0.2 | $6.8M | -11% | 120k | 56.06 |
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| Ducommun Common (DCO) | 0.2 | $6.7M | 55k | 122.02 |
|
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| Smartfinancial Com Usd1 (SMBK) | 0.2 | $6.7M | 171k | 39.08 |
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| Intuitive Surgic Common (ISRG) | 0.2 | $6.6M | +250% | 14k | 461.13 |
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| Central Garden&pet Common (CENT) | 0.2 | $6.6M | NEW | 180k | 36.77 |
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| Independent Bank Common (IBCP) | 0.2 | $6.6M | 198k | 33.30 |
|
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| Standard Motor Prods Common (SMP) | 0.2 | $6.6M | 189k | 34.74 |
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| Knowles Corporation Common Stock (KN) | 0.2 | $6.5M | +9% | 254k | 25.68 |
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| Daktronics Common (DAKT) | 0.2 | $6.4M | +9% | 327k | 19.55 |
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| Ishares Tr Msci Uk Etf (EWU) | 0.2 | $6.2M | +3% | 137k | 45.58 |
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| Uber Technologies Com Usd0.00001 (UBER) | 0.2 | $6.2M | +206% | 87k | 71.95 |
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| Teekay Tankers Class A Common Stock (TNK) | 0.2 | $6.2M | +18% | 84k | 73.32 |
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| Valmont Inds Common (VMI) | 0.2 | $6.1M | +9% | 15k | 399.50 |
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| Ranger Energy Svcs Class A (RNGR) | 0.2 | $6.1M | +18% | 357k | 17.14 |
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| Agnico Eagle Mines Common (AEM) | 0.1 | $6.1M | NEW | 30k | 202.97 |
|
| Vanguard Whitehall Intl High Div Yldidx (VYMI) | 0.1 | $6.0M | NEW | 64k | 94.24 |
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| Myers Inds Common (MYE) | 0.1 | $6.0M | 282k | 21.17 |
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| Enova International Common (ENVA) | 0.1 | $6.0M | +9% | 44k | 135.82 |
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| Ugi Corp Common (UGI) | 0.1 | $6.0M | +9% | 164k | 36.42 |
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| Cheniere Energy Common (LNG) | 0.1 | $6.0M | NEW | 21k | 283.81 |
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| Copa Holdings Class A (CPA) | 0.1 | $5.9M | +9% | 52k | 113.62 |
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| Johnson Outdoors Class A (JOUT) | 0.1 | $5.9M | 126k | 46.51 |
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| Constellation Energy Common (CEG) | 0.1 | $5.9M | NEW | 21k | 279.35 |
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| Oceanfirst Finl Corp Common (OCFC) | 0.1 | $5.8M | 321k | 18.05 |
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| Capitol Federal Fn Common (CFFN) | 0.1 | $5.8M | 810k | 7.13 |
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| Lear Corporation Common (LEA) | 0.1 | $5.8M | +9% | 48k | 121.07 |
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| Ryerson Holding Com Usd0.01 (RYZ) | 0.1 | $5.8M | NEW | 256k | 22.48 |
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| Jackson Financial Class A Common Stock (JXN) | 0.1 | $5.8M | -21% | 54k | 105.73 |
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| Pathward Financial Common (CASH) | 0.1 | $5.7M | +9% | 64k | 89.21 |
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| Timken Common (TKR) | 0.1 | $5.7M | +9% | 56k | 100.60 |
|
| Equity Bancshares Com Usd0.01 (EQBK) | 0.1 | $5.6M | 126k | 44.41 |
|
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| Sierra Bancorp Common (BSRR) | 0.1 | $5.6M | 164k | 33.91 |
|
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| Science Aplctns Intl Common Stock (SAIC) | 0.1 | $5.4M | +64% | 57k | 94.92 |
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| National Fuel Gas Common (NFG) | 0.1 | $5.4M | NEW | 58k | 93.98 |
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| Booking Hldgs Common (BKNG) | 0.1 | $5.3M | NEW | 1.3k | 4207.71 |
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| Advance Auto Parts Common (AAP) | 0.1 | $5.3M | +65% | 101k | 52.75 |
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| Metallus Common (MTUS) | 0.1 | $5.3M | 324k | 16.34 |
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| Peoples Bancorp Common (PEBO) | 0.1 | $5.3M | 160k | 32.88 |
|
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| Meta Platforms Com Usd0.000006 Cl A (META) | 0.1 | $5.2M | -65% | 9.2k | 572.05 |
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| Aebi Schmidt Hldg Ag F (AEBI) | 0.1 | $5.2M | +8% | 537k | 9.71 |
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| Nebius Group N V Shs Cl A (NBIS) | 0.1 | $5.2M | NEW | 50k | 103.76 |
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| La-Z-Boy Incorporated (LZB) | 0.1 | $5.2M | +8% | 161k | 32.14 |
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| Coherent Corp Common (COHR) | 0.1 | $5.2M | +217% | 22k | 238.07 |
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| Upbound Group Common (UPBD) | 0.1 | $5.2M | +13% | 286k | 18.05 |
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| Northwest Natural Hl Common Stock (NWN) | 0.1 | $5.1M | +6% | 97k | 53.22 |
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| Vanguard Index Tr Small Cap Value (VBR) | 0.1 | $5.1M | +4% | 24k | 217.25 |
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| Idt Corporation Class B (IDT) | 0.1 | $5.1M | 104k | 49.12 |
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| Horizon Bancorp Common (HBNC) | 0.1 | $5.1M | 307k | 16.57 |
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| Ishares Msci Brazil Capped E (EWZ) | 0.1 | $5.0M | +3% | 131k | 38.39 |
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| Inspired Entmt Com Usd0.0001 (INSE) | 0.1 | $5.0M | 700k | 7.13 |
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| Welltower Op Common Stock (WELL) | 0.1 | $5.0M | NEW | 25k | 197.88 |
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| Avista Corporation Common (AVA) | 0.1 | $4.9M | +9% | 123k | 40.16 |
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| Ceragon Networks Ordinary (CRNT) | 0.1 | $4.9M | 2.3M | 2.16 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $4.9M | +408% | 41k | 118.63 |
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| Newmark Group Com Cl A (NMRK) | 0.1 | $4.9M | +680% | 325k | 14.99 |
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| American Public Edu Common (APEI) | 0.1 | $4.9M | -60% | 86k | 56.85 |
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| Primis Financial Crp Common (FRST) | 0.1 | $4.8M | 365k | 13.28 |
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| Vertex Pharma Common (VRTX) | 0.1 | $4.8M | NEW | 11k | 446.30 |
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| Primoris Svcs Corp Common (PRIM) | 0.1 | $4.8M | +9% | 33k | 142.96 |
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| Amphenol Corporation Class A (APH) | 0.1 | $4.8M | NEW | 38k | 126.35 |
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| Alerus Finl Corp Common (ALRS) | 0.1 | $4.8M | 201k | 23.70 |
|
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| Taylor Morrison Ho Common (TMHC) | 0.1 | $4.8M | NEW | 82k | 58.22 |
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| Interactive Brokers Class A (IBKR) | 0.1 | $4.7M | NEW | 70k | 67.07 |
|
| Amplify Energy Corp Common Stock (AMPY) | 0.1 | $4.7M | -18% | 750k | 6.24 |
|
| Cadence Design Sys Common (CDNS) | 0.1 | $4.7M | NEW | 17k | 278.06 |
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| Orion Common (OEC) | 0.1 | $4.7M | +144% | 717k | 6.50 |
|
| Marathon Petroleum Common (MPC) | 0.1 | $4.5M | -3% | 19k | 244.20 |
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| Cra International Common (CRAI) | 0.1 | $4.5M | +8% | 28k | 161.90 |
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| Palo Alto Networks Common (PANW) | 0.1 | $4.5M | NEW | 28k | 160.25 |
|
| Gates Indl Corp Pl Ordinary (GTES) | 0.1 | $4.5M | +9% | 198k | 22.61 |
|
| Exchange Place Advis N Sq Rcim Tax-adv Pr (QTPI) | 0.1 | $4.5M | -11% | 176k | 25.35 |
|
| Pan American Silver Common (PAAS) | 0.1 | $4.4M | -37% | 81k | 54.62 |
|
| Ishares Msci Switzerland Cap (EWL) | 0.1 | $4.4M | NEW | 75k | 58.86 |
|
| Vanguard Specialized Div Appreciation (VIG) | 0.1 | $4.4M | -3% | 20k | 215.05 |
|
| Federal Agric Mtg Class C (AGM) | 0.1 | $4.4M | 29k | 148.30 |
|
|
| Gilead Sciences Common (GILD) | 0.1 | $4.4M | +189% | 31k | 139.31 |
|
| Cameco Corp Common (CCJ) | 0.1 | $4.3M | NEW | 40k | 108.59 |
|
| Gilat Satellite Ntwk Ordinary (GILT) | 0.1 | $4.3M | -44% | 289k | 15.02 |
|
| Abm Inds Common (ABM) | 0.1 | $4.3M | +9% | 113k | 38.52 |
|
| Amerant Bancorp Class A Common Stock (AMTB) | 0.1 | $4.3M | -13% | 196k | 22.05 |
|
| Alamo Group Common (ALG) | 0.1 | $4.3M | +9% | 26k | 164.97 |
|
| Arista Networks In Com Usd0.0001 (ANET) | 0.1 | $4.3M | NEW | 35k | 122.83 |
|
| Ishares Msci Germany Etf (EWG) | 0.1 | $4.3M | +3% | 108k | 39.67 |
|
| Mckesson Corp Common (MCK) | 0.1 | $4.3M | NEW | 4.9k | 865.27 |
|
| Kimball Electronics Common (KE) | 0.1 | $4.3M | -12% | 180k | 23.69 |
|
| Cousins Pptys Common (CUZ) | 0.1 | $4.2M | -25% | 188k | 22.56 |
|
| Hometrust Bancshar Common (HTB) | 0.1 | $4.2M | 98k | 42.66 |
|
|
| Ishares Msci Singpor Etf (EWS) | 0.1 | $4.2M | +3% | 148k | 28.23 |
|
| Barrett Business Ser Common (BBSI) | 0.1 | $4.2M | 142k | 29.17 |
|
|
| International Seaway Common Stock (INSW) | 0.1 | $4.1M | +4% | 57k | 72.91 |
|
| Ralliant Corp Common Stock (RAL) | 0.1 | $4.1M | NEW | 99k | 41.59 |
|
| Enterprise Finl Svcs Common (EFSC) | 0.1 | $4.1M | +570% | 76k | 54.10 |
|
| Interface Common (TILE) | 0.1 | $4.1M | +9% | 165k | 24.92 |
|
| Servicenow Common (NOW) | 0.1 | $4.1M | +224% | 39k | 104.55 |
|
| Build A Bear Workshp Common (BBW) | 0.1 | $4.1M | 109k | 37.44 |
|
|
| Coeur Mining Common (CDE) | 0.1 | $4.1M | +486% | 217k | 18.78 |
|
| Ishares Msci India Index Fund (INDA) | 0.1 | $4.0M | +3% | 85k | 46.82 |
|
| Mistras Group Common (MG) | 0.1 | $4.0M | 268k | 14.79 |
|
|
| Cass Information Sys Common (CASS) | 0.1 | $4.0M | 90k | 44.03 |
|
|
| Versabank (VBNK) | 0.1 | $4.0M | 279k | 14.17 |
|
|
| Wheaton Precious Mtl Common (WPM) | 0.1 | $3.9M | NEW | 30k | 131.00 |
|
| Robinhood Markets In Com Usd0.0001 Cl A (HOOD) | 0.1 | $3.9M | +736% | 57k | 69.30 |
|
| First Internet Banc Common (INBK) | 0.1 | $3.9M | 191k | 20.38 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $3.9M | 43k | 90.55 |
|
|
| Cleanspark Common (CLSK) | 0.1 | $3.8M | +15% | 452k | 8.51 |
|
| Ituran Locatn&cntrl Ordinary (ITRN) | 0.1 | $3.8M | -37% | 78k | 49.01 |
|
| Kelly Services Class A (KELYA) | 0.1 | $3.8M | 429k | 8.85 |
|
|
| Boston Scientific Common (BSX) | 0.1 | $3.7M | NEW | 60k | 62.71 |
|
| Dell Technologies In Common Class C (DELL) | 0.1 | $3.7M | +20% | 23k | 164.08 |
|
| Allegiant Travel Common (ALGT) | 0.1 | $3.7M | 46k | 81.07 |
|
|
| Nexpoint Residnl Tr Common (NXRT) | 0.1 | $3.7M | +11% | 147k | 25.01 |
|
| Gold.com Com Usd0.001 (GOLD) | 0.1 | $3.6M | -5% | 90k | 40.10 |
|
| Onespan Common (OSPN) | 0.1 | $3.6M | +14% | 341k | 10.53 |
|
| United Fire Group Common (UFCS) | 0.1 | $3.6M | 97k | 37.06 |
|
|
| American Assets Tr Common (AAT) | 0.1 | $3.6M | NEW | 193k | 18.41 |
|
| Helix Enrgy Solns Common (HLX) | 0.1 | $3.5M | 359k | 9.89 |
|
|
| Ardmore Shipping C Com Usd0.01 (ASC) | 0.1 | $3.5M | -4% | 230k | 15.25 |
|
| Natural Grocers By Common (NGVC) | 0.1 | $3.5M | +34% | 135k | 25.85 |
|
| Trane Technologi Ordinary Shares (TT) | 0.1 | $3.5M | NEW | 8.3k | 416.66 |
|
| Crowdstrike Holdin Com Usd0.0005 Cl A (CRWD) | 0.1 | $3.5M | +94% | 8.9k | 390.71 |
|
| Guardian Pharmacy Sr Class A Common Stock (GRDN) | 0.1 | $3.5M | -20% | 92k | 37.67 |
|
| Goodyear Tire & Rubr Common (GT) | 0.1 | $3.4M | +9% | 519k | 6.63 |
|
| Waterstone Financial Common (WSBF) | 0.1 | $3.4M | 190k | 18.03 |
|
|
| Howmet Aerospace (HWM) | 0.1 | $3.4M | NEW | 15k | 230.50 |
|
| O'reilly Automotive (ORLY) | 0.1 | $3.4M | +80% | 37k | 92.18 |
|
| First Finl Corp Common (THFF) | 0.1 | $3.4M | 53k | 63.21 |
|
|
| Clear Secure Class A Common Stock (YOU) | 0.1 | $3.4M | -19% | 69k | 48.41 |
|
| Acco Brands Corp Common (ACCO) | 0.1 | $3.3M | 1.1M | 3.00 |
|
|
| Manitowoc Common (MTW) | 0.1 | $3.3M | +14% | 285k | 11.65 |
|
| Vertiv Holdings Com Usd0.0001 Cl A (VRT) | 0.1 | $3.3M | +117% | 13k | 250.74 |
|
| Chord Energy Corp Common (CHRD) | 0.1 | $3.3M | NEW | 23k | 142.19 |
|
| Natl Healthcare Cp Common (NHC) | 0.1 | $3.3M | 21k | 159.69 |
|
|
| Charles Schwab Corporation (SCHW) | 0.1 | $3.3M | NEW | 35k | 93.98 |
|
| Marriott Intl Class A (MAR) | 0.1 | $3.2M | +36% | 9.9k | 327.03 |
|
| Aviat Networks Com Usd0.01 (AVNW) | 0.1 | $3.2M | NEW | 143k | 22.61 |
|
| Applovin Corporation Com Usd0.00003 Cl A (APP) | 0.1 | $3.2M | +120% | 8.0k | 398.45 |
|
| Bridgewater Bancshar Common (BWB) | 0.1 | $3.2M | 181k | 17.69 |
|
|
| Teradata Corp Common (TDC) | 0.1 | $3.2M | NEW | 124k | 25.63 |
|
| Kemper Corporation Common (KMPR) | 0.1 | $3.1M | +9% | 102k | 30.56 |
|
| North Square Investm Mckee Bd Fd Cl Y (NMKYX) | 0.1 | $3.1M | +58% | 353k | 8.76 |
|
| Quanta Svcs Common (PWR) | 0.1 | $3.1M | +41% | 5.6k | 548.74 |
|
| Donegal Group Class A (DGICA) | 0.1 | $3.1M | 178k | 17.18 |
|
|
| Expedia Group Common (EXPE) | 0.1 | $3.0M | -10% | 13k | 230.90 |
|
| Hilton Wrldwde Hldgs Common (HLT) | 0.1 | $3.0M | NEW | 9.9k | 304.43 |
|
| Everpure Com Usd0.0001 Cl A (P) | 0.1 | $3.0M | NEW | 50k | 59.04 |
|
| Spotify Technology SHS (SPOT) | 0.1 | $2.9M | +90% | 5.9k | 484.99 |
|
| Stryker Corp Common (SYK) | 0.1 | $2.9M | +26% | 8.7k | 328.84 |
|
| Bar Hbr Bankshares Common (BHB) | 0.1 | $2.8M | 86k | 32.46 |
|
|
| Imax Corp Common (IMAX) | 0.1 | $2.7M | 72k | 38.01 |
|
|
| Everquote Com Cl A (EVER) | 0.1 | $2.7M | 176k | 15.42 |
|
|
| Brookfield Corp Cl A Limited Vot Shs (BN) | 0.1 | $2.6M | NEW | 65k | 40.48 |
|
| First Bank Williams Common (FRBA) | 0.1 | $2.6M | +21% | 163k | 16.00 |
|
| Climb Global Solutio Common (CLMB) | 0.1 | $2.6M | +297% | 132k | 19.81 |
|
| Royal Caribbean Com Usd0.01 (RCL) | 0.1 | $2.6M | NEW | 9.3k | 275.11 |
|
| Inogen Com Usd0.001 (INGN) | 0.1 | $2.6M | 414k | 6.18 |
|
|
| Beazer Homes Usa Common (BZH) | 0.1 | $2.6M | +79% | 133k | 19.25 |
|
| Etf S&p Emrg Mkts State Str Spdr Portf (SPEM) | 0.1 | $2.5M | -9% | 53k | 46.90 |
|
| Spok Hldgs Common (SPOK) | 0.1 | $2.3M | -18% | 213k | 10.90 |
|
| Resideo Technologies Common Stock (REZI) | 0.1 | $2.3M | -45% | 67k | 33.70 |
|
| Ani Pharmaceuticals Common (ANIP) | 0.1 | $2.2M | NEW | 28k | 76.85 |
|
| Atkore Intl (ATKR) | 0.1 | $2.1M | +9% | 36k | 58.90 |
|
| Amentum Holdings Common Stock (AMTM) | 0.1 | $2.1M | -4% | 81k | 26.06 |
|
| Monster Beverage Crp Com Usd0.005 (MNST) | 0.0 | $2.0M | NEW | 28k | 72.40 |
|
| Innovative Indl Ppty Common Stock (IIPR) | 0.0 | $2.0M | +9% | 40k | 50.13 |
|
| Pegasystems Common (PEGA) | 0.0 | $2.0M | -41% | 47k | 42.56 |
|
| Shoe Carnival Common (SHOE) | 0.0 | $2.0M | 127k | 15.58 |
|
|
| Innovex Internationa Common (INVX) | 0.0 | $2.0M | NEW | 81k | 24.38 |
|
| Novartis Adr (1 Ord) (NVS) | 0.0 | $1.9M | -2% | 13k | 152.79 |
|
| Wells Fargo & Co Common (WFC) | 0.0 | $1.9M | +10% | 24k | 79.56 |
|
| Apogee Enterprises Common (APOG) | 0.0 | $1.9M | +9% | 56k | 33.54 |
|
| Chubb Common (CB) | 0.0 | $1.9M | -3% | 5.7k | 325.83 |
|
| First Bancorp Me Common (FNLC) | 0.0 | $1.8M | 66k | 28.03 |
|
|
| At&t Common (T) | 0.0 | $1.7M | +14% | 58k | 28.98 |
|
| Atlas Copco Ab Shs A (ATLPF) | 0.0 | $1.7M | NEW | 100k | 16.74 |
|
| Gaming&leisure Pptys Common (GLPI) | 0.0 | $1.7M | -3% | 37k | 44.41 |
|
| Ishares Msci Eafe Etf (EFA) | 0.0 | $1.6M | +10% | 17k | 97.15 |
|
| Capital One Finl Common (COF) | 0.0 | $1.6M | -4% | 8.6k | 182.55 |
|
| Spdr Ser Tr State Str S&p 600 Sm (SPSM) | 0.0 | $1.5M | -12% | 31k | 48.30 |
|
| Dunham Fds Intl Stk Fd N (DNINX) | 0.0 | $1.5M | NEW | 64k | 23.26 |
|
| Dover Corp Common (DOV) | 0.0 | $1.5M | -3% | 7.1k | 208.50 |
|
| Invesco Exchangetrad S&p 500 Garp Etf (SPGP) | 0.0 | $1.5M | -11% | 14k | 107.63 |
|
| Abbott Labs Common (ABT) | 0.0 | $1.4M | -4% | 14k | 102.65 |
|
| Jacobs Solutions Common (J) | 0.0 | $1.4M | -3% | 11k | 127.21 |
|
| Merck & Co Common (MRK) | 0.0 | $1.3M | -5% | 11k | 120.17 |
|
| Salesforce Common (CRM) | 0.0 | $1.3M | -3% | 7.2k | 186.71 |
|
| Universal Health Svc Class B (UHS) | 0.0 | $1.2M | +15% | 7.0k | 178.82 |
|
| Outfront Media Common (OUT) | 0.0 | $1.2M | +4% | 44k | 26.51 |
|
| North Sq Invstmnts T Strategic Inc I (ADVNX) | 0.0 | $1.2M | 117k | 9.87 |
|
|
| Sysco Corp Common (SYY) | 0.0 | $1.1M | -28% | 16k | 71.19 |
|
| Portland Gen Elec Common (POR) | 0.0 | $1.1M | +5% | 20k | 52.76 |
|
| Elanco Animal Health Common (ELAN) | 0.0 | $1.1M | -2% | 44k | 23.93 |
|
| Eplus Common (PLUS) | 0.0 | $1.0M | +8% | 13k | 75.20 |
|
| Public Svc Enterpr Common (PEG) | 0.0 | $975k | -4% | 12k | 80.83 |
|
| Biogen Common (BIIB) | 0.0 | $974k | -3% | 5.3k | 183.50 |
|
| Affiliated Manage Gr Common (AMG) | 0.0 | $950k | +7% | 3.4k | 276.48 |
|
| Emcor Group Common (EME) | 0.0 | $944k | +5% | 1.3k | 738.65 |
|
| Jazz Pharma Common (JAZZ) | 0.0 | $939k | +6% | 5.0k | 188.97 |
|
| Target Corporation Common (TGT) | 0.0 | $933k | -49% | 7.7k | 121.07 |
|
| Fluor Corporation Common (FLR) | 0.0 | $933k | +6% | 20k | 46.66 |
|
| Vontier Corporation Common Stock (VNT) | 0.0 | $929k | +9% | 26k | 35.46 |
|
| Viatris Common Usd0.01 (VTRS) | 0.0 | $915k | -14% | 68k | 13.51 |
|
| Crown Holdings Common (CCK) | 0.0 | $880k | +9% | 8.8k | 100.31 |
|
| Range Resources Corp Common (RRC) | 0.0 | $876k | -3% | 19k | 45.18 |
|
| Europacific Growth F SHS CL F-2 (AEPFX) | 0.0 | $864k | 15k | 58.64 |
|
|
| Invesco Exchangetrad S&p 500 Equal Weight (RSP) | 0.0 | $854k | 4.5k | 191.91 |
|
|
| Technipfmc Ordinary Shs $1.00 (FTI) | 0.0 | $850k | -31% | 12k | 69.11 |
|
| Virtu Financial Com Cl A Usd0.00001 (VIRT) | 0.0 | $827k | -27% | 19k | 43.97 |
|
| Goldman Sachs Tr Stru Intlsc In (GICIX) | 0.0 | $802k | 48k | 16.65 |
|
|
| Ishares Russell 2000 Etf (IWM) | 0.0 | $794k | -98% | 3.2k | 248.12 |
|
| Dht Holdings Common (DHT) | 0.0 | $770k | -32% | 42k | 18.27 |
|
| Owens Corning Common (OC) | 0.0 | $740k | +88% | 6.8k | 108.16 |
|
| Zimmer Biomet Hlds Common (ZBH) | 0.0 | $730k | +7% | 8.1k | 90.37 |
|
| Ishares Emerg Mkts Etf (EEM) | 0.0 | $721k | +73% | 13k | 56.77 |
|
| Rowe T Price Intl Emerg Mkts Stk (PRMSX) | 0.0 | $708k | 16k | 45.69 |
|
|
| Northwestern Energy Common (NWE) | 0.0 | $692k | 11k | 65.90 |
|
|
| Coterra Energy Common (CTRA) | 0.0 | $666k | +44% | 19k | 35.11 |
|
| Cencora Common (COR) | 0.0 | $663k | -7% | 2.1k | 314.37 |
|
| Janus Henderson Ordinary Shares | 0.0 | $660k | +71% | 13k | 51.35 |
|
| Humana Common (HUM) | 0.0 | $619k | -4% | 3.6k | 173.63 |
|
| Concentra Grp Hldgs Common Stock (CON) | 0.0 | $607k | +62% | 28k | 21.45 |
|
| First Finl Bancorp Common (FFBC) | 0.0 | $590k | NEW | 21k | 27.94 |
|
| Gen Digital Common (GEN) | 0.0 | $579k | +21% | 31k | 18.86 |
|
| Ishares Rus Md Cp Gr Etf (IWP) | 0.0 | $551k | -36% | 4.3k | 128.14 |
|
| Virtus Opportunities Kar Intlsmlmdcp Cl I (VIISX) | 0.0 | $542k | 28k | 19.28 |
|
|
| Oceaneering Intl Common (OII) | 0.0 | $518k | 15k | 35.45 |
|
|
| Icon Ordinary (ICLR) | 0.0 | $515k | +142% | 4.7k | 110.59 |
|
| Prudential Finl Common (PRU) | 0.0 | $511k | 5.2k | 97.71 |
|
|
| Banner Corporation Common (BANR) | 0.0 | $481k | 7.9k | 60.67 |
|
|
| Amdocs Ordinary (DOX) | 0.0 | $460k | 7.1k | 65.20 |
|
|
| International Grw & CL F-1 SHS (IGIFX) | 0.0 | $460k | 10k | 45.25 |
|
|
| American Express Common (AXP) | 0.0 | $454k | -7% | 1.5k | 302.67 |
|
| Freeport-mcmoran Common (FCX) | 0.0 | $453k | -8% | 7.7k | 58.72 |
|
| Silicon Motion Tech Adr (4 Ord) (SIMO) | 0.0 | $443k | 4.0k | 111.84 |
|
|
| Prudential World Jnson Gl Opt Z (PRJZX) | 0.0 | $429k | -77% | 13k | 34.03 |
|
| Mattel Common (MAT) | 0.0 | $406k | -24% | 28k | 14.52 |
|
| Select Med Hldgs Common | 0.0 | $399k | -92% | 25k | 16.31 |
|
| Harris Assoc Invt Tr Oakmk Glbsel I (OAKWX) | 0.0 | $383k | 16k | 24.24 |
|
|
| Emerson Elec Common (EMR) | 0.0 | $373k | 2.9k | 130.88 |
|
|
| Worthington Enterpri Common (WOR) | 0.0 | $370k | NEW | 7.1k | 52.11 |
|
| Home Depot Common (HD) | 0.0 | $362k | +2% | 1.1k | 329.09 |
|
| T-mobile Us Common (TMUS) | 0.0 | $357k | -98% | 1.7k | 210.00 |
|
| Amgen Common (AMGN) | 0.0 | $346k | -6% | 985.00 | 351.27 |
|
| Vanguard Intl Equity Index Fd Ftse Smcap (VSS) | 0.0 | $343k | 2.4k | 145.96 |
|
|
| Regal Rexnord Corp Common (RRX) | 0.0 | $339k | +8% | 1.8k | 187.19 |
|
| Abercrombie & Fitch Class A (ANF) | 0.0 | $332k | -11% | 3.6k | 91.33 |
|
| Vanguard Scottsdal Russell 1000 Value (VONV) | 0.0 | $330k | NEW | 3.5k | 93.62 |
|
| V F Corp Common (VFC) | 0.0 | $321k | -45% | 19k | 17.02 |
|
| Honeywell Intl Common | 0.0 | $314k | -8% | 1.4k | 225.90 |
|
| Bristol Myers Squibb Common (BMY) | 0.0 | $299k | 4.9k | 60.71 |
|
|
| Dow Common Stock (DOW) | 0.0 | $295k | NEW | 7.1k | 41.67 |
|
| Ecolab Common (ECL) | 0.0 | $282k | -91% | 1.1k | 266.54 |
|
| Equus Invest Partnership X Lp | 0.0 | $277k | 277k | 1.00 |
|
|
| Ingredion Incorprtd Common (INGR) | 0.0 | $277k | +8% | 2.5k | 112.65 |
|
| Chart Inds Common (GTLS) | 0.0 | $275k | -7% | 1.3k | 206.77 |
|
| Warner Music Group Com Cl A (WMG) | 0.0 | $271k | NEW | 11k | 25.58 |
|
| Philip Morris Intl Common (PM) | 0.0 | $265k | -7% | 1.6k | 165.62 |
|
| Vanguard Intl Equity Etf All-world Ex-us (VEU) | 0.0 | $252k | 3.4k | 75.22 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $250k | -85% | 5.5k | 45.29 |
|
| Dicks Sporting Goods Common (DKS) | 0.0 | $241k | -83% | 1.2k | 198.35 |
|
| Titan Amer Sa Common (TTAM) | 0.0 | $237k | NEW | 16k | 14.97 |
|
| Goldman Sachs Tr Stru Emkeqt Ir (GIRMX) | 0.0 | $228k | 7.3k | 31.29 |
|
|
| Borg Warner Common (BWA) | 0.0 | $220k | NEW | 4.1k | 54.32 |
|
| Celestica Sub Vtg Shs (CLS) | 0.0 | $216k | -88% | 767.00 | 281.62 |
|
| Cal Maine Foods Common (CALM) | 0.0 | $211k | NEW | 2.7k | 79.14 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $211k | -90% | 1.0k | 206.26 |
|
| M/i Homes Common (MHO) | 0.0 | $204k | NEW | 1.7k | 122.45 |
|
Past Filings by CSM Advisors
SEC 13F filings are viewable for CSM Advisors going back to 2021
- CSM Advisors 2026 Q1 filed May 15, 2026
- CSM Advisors 2025 Q4 filed Feb. 11, 2026
- CSM Advisors 2025 Q3 filed Nov. 14, 2025
- CSM Advisors 2025 Q2 filed Aug. 7, 2025
- CSM Advisors 2025 Q1 filed May 14, 2025
- CSM Advisors 2024 Q4 filed Feb. 14, 2025
- CSM Advisors 2024 Q4 amended filed Feb. 14, 2025
- CSM Advisors 2024 Q3 filed Nov. 14, 2024
- CSM Advisors 2024 Q1 filed May 15, 2024
- CSM Advisors 2023 Q3 filed Nov. 13, 2023
- CSM Advisors 2023 Q2 filed Aug. 14, 2023
- CSM Advisors 2023 Q1 filed May 15, 2023
- CSM Advisors 2022 Q4 filed Feb. 14, 2023
- CSM Advisors 2022 Q3 filed Nov. 14, 2022
- CSM Advisors 2022 Q2 filed Aug. 11, 2022
- CSM Advisors 2022 Q1 filed May 16, 2022