CSM Advisors, LLC is an institution, managing $3.4B across 380 long positions as of Q3 2025 with QQQ as the largest holding (4% allocation).
Largest long holdings in CSM Advisors, LLC's portfolio (20.7% of total portfolio)
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $119.6M | 3.51% | -$658.6K Sold | — 199.2K shares | |
ETF ETF | $113.4M | 3.32% | -$224.5K Sold | — 170.3K shares | |
ETF ETF | $96.6M | 2.83% | — | — 201.4K shares | |
ETF ETF | $68.4M | 2.01% | — | — 367.0K shares | |
Internet Content & Information Communication Services | $64.4M | 1.89% | +$25.7M Bought | 0.00% 264.3K shares | |
Banks - Diversified Financial Services | $54.5M | 1.60% | -$14.2M Sold | 0.01% 172.8K shares | |
Banks - Regional Financial Services | $50.6M | 1.48% | +$17.3M Bought | 0.07% 1.0M shares | |
Industrial - Machinery Industrials | $49.3M | 1.45% | +$5.8M Bought | 0.08% 116.8K shares | |
Drug Manufacturers - General Healthcare | $45.7M | 1.34% | +$22.2M Bought | 0.01% 246.7K shares | |
Insurance - Diversified Financial Services | $44.9M | 1.31% | +$7.7M Bought | 0.12% 336.3K shares |
Portfolio activity, position movements, and quarter-over-quarter changes in CSM Advisors, LLC's latest filing
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| Position | Shares Δ |
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Sold | |
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Portfolio insights and performance metrics for CSM Advisors, LLC
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