Csm Advisors
$4.7B 13F equity value
456 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Csm Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 696,554 | $202M | 4.3% |
| NVDA | NVIDIA CORP | 755,575 | $151M | 3.2% |
| AMZN | AMAZON COM INC | 528,300 | $126M | 2.7% |
| SPY | STATE ST SPDR S&P500 | 161,730 | $121M | 2.6% |
| GOOGL | ALPHABET INC | 321,210 | $115M | 2.5% |
| QQQ | INVESCO QQQ TR | 153,111 | $113M | 2.4% |
| VUG | VANGUARD INDEX TR | 1,224,556 | $105M | 2.3% |
| VTV | VANGUARD INDEX TR | 367,088 | $80M | 1.7% |
| CAT | CATERPILLAR INC | 60,087 | $64M | 1.4% |
| USB | US BANCORP DEL | 1,040,134 | $63M | 1.3% |
Track Csm Advisors's 13F portfolio: $4.7B in reported holdings, 456 positions. Top holdings and quarterly changes on SentiSense.
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