Holders — by stockHoldings — by fund
CSM Advisors, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001863523
$4.7M
disclosed book value
406
positions
4.3%
largest position share
Positions, as of 2026-06-30
top 100 of 406 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 696,554 | $201,554 | 4.3% |
| 2 | NVDANVIDIA CORP | 755,575 | $151,182 | 3.2% |
| 3 | AMZNAMAZON COM INC | 528,300 | $125,909 | 2.7% |
| 4 | SPYSTATE ST SPDR S&P500 | 161,730 | $120,775 | 2.6% |
| 5 | GOOGLALPHABET INC | 321,210 | $114,792 | 2.5% |
| 6 | QQQINVESCO QQQ TR | 153,111 | $112,751 | 2.4% |
| 7 | VUGVANGUARD INDEX TR | 1.2M | $105,483 | 2.3% |
| 8 | VTVVANGUARD INDEX TR | 367,088 | $80,000 | 1.7% |
| 9 | CATCATERPILLAR INC | 60,087 | $63,986 | 1.4% |
| 10 | USBUS BANCORP DEL | 1.0M | $62,823 | 1.3% |
| 11 | CMICUMMINS INC | 81,820 | $58,361 | 1.2% |
| 12 | AVGOBROADCOM INC | 154,440 | $58,343 | 1.2% |
| 13 | JNJJOHNSON & JOHNSON | 219,688 | $55,791 | 1.2% |
| 14 | IWMISHARES | 180,421 | $54,208 | 1.2% |
| 15 | DALDELTA AIR LINES | 539,602 | $50,534 | 1.1% |
| 16 | EZUISHARES INC | 720,820 | $50,097 | 1.1% |
| 17 | HIGHARTFORD INSURANCE | 370,075 | $49,045 | 1% |
| 18 | CCITIGROUP INC | 338,868 | $47,427 | 1% |
| 19 | GOOGALPHABET INC | 133,777 | $47,269 | 1% |
| 20 | JPMJPMORGAN CHASE & CO | 144,025 | $47,143 | 1% |
| 21 | MSFTMICROSOFT CORP | 121,715 | $45,401 | 1% |
| 22 | BNYBANK OF NEW YORK MEL | 286,303 | $41,400 | 0.9% |
| 23 | MOALTRIA GROUP INC | 564,821 | $40,644 | 0.9% |
| 24 | VZVERIZON COMMUNICATIO | 945,654 | $40,038 | 0.9% |
| 25 | CSCOCISCO SYSTEMS INC | 330,194 | $38,782 | 0.8% |
| 26 | CVXCHEVRON CORP | 227,111 | $37,643 | 0.8% |
| 27 | TSLATESLA INC | 89,311 | $37,562 | 0.8% |
| 28 | GSGOLDMAN SACHS GROUP | 37,079 | $37,499 | 0.8% |
| 29 | ABBVABBVIE INC | 143,403 | $36,086 | 0.8% |
| 30 | SYFSYNCHRONY FINL | 446,750 | $33,975 | 0.7% |
| 31 | AMDADV MICRO DEVICES | 57,607 | $33,464 | 0.7% |
| 32 | LLYLILLY ELI & CO | 27,478 | $32,965 | 0.7% |
| 33 | XLVSELECT SECTOR SPDR | 202,041 | $32,056 | 0.7% |
| 34 | EOGEOG RESOURCES INC | 246,309 | $31,951 | 0.7% |
| 35 | GMGENERAL MOTORS CO | 408,559 | $31,493 | 0.7% |
| 36 | KLACKLA CORPORATION | 91,520 | $27,611 | 0.6% |
| 37 | DUKDUKE ENERGY CORP | 216,822 | $27,447 | 0.6% |
| 38 | NEENEXTERA ENERGY INC | 308,846 | $27,105 | 0.6% |
| 39 | SHELSHELL PLC | 345,744 | $26,807 | 0.6% |
| 40 | ELVELEVANCE HEALTH INC | 66,878 | $25,864 | 0.6% |
| 41 | VTWOVANGUARD SCOTTSDAL | 212,943 | $25,857 | 0.6% |
| 42 | AMPAMERIPRISE FINANCIAL | 55,466 | $25,446 | 0.5% |
| 43 | NUENUCOR CORP | 113,540 | $25,292 | 0.5% |
| 44 | IBMINTL BUSINESS MCHN | 89,165 | $25,073 | 0.5% |
| 45 | SPGSIMON PPTY INC | 109,192 | $24,422 | 0.5% |
| 46 | CRMSALESFORCE INC | 155,537 | $24,367 | 0.5% |
| 47 | ZMZOOM COMMUNICATIONS | 281,078 | $24,264 | 0.5% |
| 48 | COCA-COLA EUROPACI | 221,337 | $22,158 | 0.5% |
| 49 | URIUNITED RENTALS INC | 19,263 | $21,821 | 0.5% |
| 50 | CITHE CIGNA GROUP | 78,966 | $21,770 | 0.5% |
| 51 | PFEPFIZER INC | 889,436 | $21,418 | 0.5% |
| 52 | NTCTNETSCOUT SYS INC | 482,271 | $21,002 | 0.4% |
| 53 | VEAVANGUARD TAX MANAGED | 294,443 | $20,979 | 0.4% |
| 54 | TPRTAPESTRY INC | 140,107 | $20,509 | 0.4% |
| 55 | VVISA INC | 59,073 | $20,266 | 0.4% |
| 56 | FOXAFOX CORPORATION | 388,436 | $20,264 | 0.4% |
| 57 | INTUINTUIT | 76,538 | $19,980 | 0.4% |
| 58 | VLOVALERO ENERGY CORP | 75,128 | $19,570 | 0.4% |
| 59 | ARMARM HOLDINGS PLC | 54,946 | $19,484 | 0.4% |
| 60 | DGDOLLAR GEN CORP | 168,805 | $19,430 | 0.4% |
| 61 | EBAYEBAY INC | 169,308 | $18,922 | 0.4% |
| 62 | AMATAPPLIED MATERIALS | 26,096 | $18,866 | 0.4% |
| 63 | VXUSVANGUARD STAR FUND | 220,037 | $18,811 | 0.4% |
| 64 | GLOBAL SHIP LEASE | 484,114 | $18,204 | 0.4% |
| 65 | GDGENERAL DYNAMICS | 51,193 | $18,132 | 0.4% |
| 66 | LRCXLAM RESEARCH CORPORA | 41,199 | $17,854 | 0.4% |
| 67 | HCSGHEALTHCARE SVCS GRP | 719,619 | $17,676 | 0.4% |
| 68 | NFLXNETFLIX INC | 246,484 | $17,598 | 0.4% |
| 69 | HWCHANCOCK WHITNEY CORP | 233,269 | $17,431 | 0.4% |
| 70 | MTXMINERALS TECHNOLOGS | 232,504 | $17,198 | 0.4% |
| 71 | NTAPNETAPP INC COM | 109,901 | $17,009 | 0.4% |
| 72 | DELLDELL TECHNOLOGIES IN | 39,135 | $16,892 | 0.4% |
| 73 | EIXEDISON INTL | 225,416 | $16,783 | 0.4% |
| 74 | DGXQUEST DIAGNOSTICS | 76,028 | $16,110 | 0.3% |
| 75 | GEGE AEROSPACE | 41,185 | $15,392 | 0.3% |
| 76 | SNYSANOFI | 360,443 | $15,374 | 0.3% |
| 77 | CATYCATHAY GEN BANCORP | 247,985 | $15,372 | 0.3% |
| 78 | SPYMSPDR SERIES TRUST | 174,083 | $15,298 | 0.3% |
| 79 | OFGOFG BANCORP | 307,009 | $15,065 | 0.3% |
| 80 | MAMASTERCARD INC | 28,853 | $14,819 | 0.3% |
| 81 | OCFCOCEANFIRST FINL CORP | 734,313 | $14,340 | 0.3% |
| 82 | WPCWP CAREY INC | 199,368 | $14,251 | 0.3% |
| 83 | CFCF INDUSTRIES HLDGS | 131,366 | $14,222 | 0.3% |
| 84 | COSTCOSTCO WHSL CORP | 15,097 | $14,126 | 0.3% |
| 85 | RTXRTX CORPORATION | 74,289 | $14,095 | 0.3% |
| 86 | NEBIUS GROUP N V | 50,000 | $13,809 | 0.3% |
| 87 | CVLGCOVENANT LOGISTICS | 310,221 | $13,703 | 0.3% |
| 88 | EXEEXPAND ENERGY CORP | 145,359 | $13,255 | 0.3% |
| 89 | ABCBAMERIS BANCORP | 146,609 | $13,234 | 0.3% |
| 90 | EFVISHARES | 172,522 | $13,202 | 0.3% |
| 91 | LOWLOWES CO | 59,426 | $13,102 | 0.3% |
| 92 | VOOVANGUARD INDEX FDS | 19,067 | $13,095 | 0.3% |
| 93 | METAMETA PLATFORMS INC | 23,203 | $13,071 | 0.3% |
| 94 | ENVAENOVA INTERNATIONAL | 54,247 | $13,058 | 0.3% |
| 95 | GEVGE VERNOVA INC | 10,998 | $12,927 | 0.3% |
| 96 | IBOCINTL BANCSHARES CORP | 165,542 | $12,573 | 0.3% |
| 97 | NWPXNWPX INFRASTRUCTURE | 83,040 | $12,453 | 0.3% |
| 98 | PELAGOS INSURANCE CA | 510,706 | $12,437 | 0.3% |
| 99 | MUMICRON TECHNOLOGY | 10,476 | $12,094 | 0.3% |
| 100 | APLEAPPLE HOSPITALITY | 714,667 | $12,013 | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.