CSM Advisors, LLC

CIK 0001863523 · WARRENDALE, PA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

CSM Advisors, LLC reported 406 positions worth $4.7M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: AAPL (4.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$4.7M
2026 Q2
Positions
406
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
24.3%
Est. Net Flow (Q)
2026 Q2
10 / 406 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INC SH$201.6K4.30%696,554
2NVDANVIDIA CORP SH$151.2K3.23%755,575
3AMZNAMAZON COM INC SH$125.9K2.69%528,300
4SPYSTATE ST SPDR S&P500SH$120.8K2.58%161,730
5GOOGLALPHABET INC SH$114.8K2.45%321,210
6QQQINVESCO QQQ TR SH$112.8K2.41%153,111
7VUGVANGUARD INDEX TR SH$105.5K2.25%1,224,556
8VTVVANGUARD INDEX TR SH$80.0K1.71%367,088
9CATCATERPILLAR INC SH$64.0K1.37%60,087
10USBUS BANCORP DEL SH$62.8K1.34%1,040,134

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does CSM Advisors, LLC hold as of Q2 2026?

CSM Advisors, LLC reported 406 positions worth $4.7M in its Q2 2026 13F filing. Largest positions: AAPL (4.3%), NVDA (3.2%), AMZN (2.7%), SPY (2.6%) and GOOGL (2.5%).

What did CSM Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did CSM Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.