Csm Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$4.1M
Q ending 2026-03-31
Prior quarter
$3.7M
Q ending 2025-12-31
Change
+10.6% QoQ · +122.0% YoY
Positions
407
reported holdings
Largest positions
Top 100 of 407 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corp | NVDA | Shares | $123K | 703K |
| Apple Inc | AAPL | Shares | $122K | 482K |
| Microsoft Corp | MSFT | Shares | $89K | 240K |
| Invesco Qqq Tr | QQQ | Shares | $88K | 153K |
| Vanguard Index Tr | VUG | Shares | $88K | 202K |
| State St Spdr S&P500 | SPY | Shares | $84K | 129K |
| Alphabet Inc | GOOGL | Shares | $79K | 275K |
| Vanguard Index Tr | VTV | Shares | $72K | 367K |
| Amazon Com Inc | AMZN | Shares | $65K | 314K |
| Johnson & Johnson | JNJ | Shares | $54K | 223K |
| Us Bancorp Del | USB | Shares | $54K | 1.0M |
| Cisco Systems Inc | CSCO | Shares | $53K | 680K |
| Broadcom Inc | AVGO | Shares | $50K | 162K |
| Caterpillar Inc | CAT | Shares | $50K | 71K |
| Cummins Inc | CMI | Shares | $48K | 89K |
| Ishares Inc | EZU | Shares | $45K | 721K |
| Chevron Corp | CVX | Shares | $43K | 210K |
| Jpmorgan Chase & Co | JPM | Shares | $43K | 147K |
| North Sq Invstmnts T | ORSIX | Shares | $43K | 2.6M |
| Hartford Insurance | HIG | Shares | $42K | 310K |
| Alphabet Inc | GOOG | Shares | $40K | 141K |
| Verizon Communicatio | VZ | Shares | $40K | 788K |
| Citigroup Inc | C | Shares | $39K | 342K |
| Vanguard Scottsdal | VTWO | Shares | $38K | 380K |
| Bank Of New York Mel | BNY | Shares | $38K | 318K |
| Delta Air Lines | DAL | Shares | $36K | 545K |
| Eog Resources Inc | EOG | Shares | $36K | 250K |
| Tesla Inc | TSLA | Shares | $34K | 93K |
| Altria Group Inc | MO | Shares | $34K | 515K |
| Shell Plc | SHEL | Shares | $32K | 349K |
| Goldman Sachs Group | GS | Shares | $32K | 38K |
| Synchrony Finl | SYF | Shares | $31K | 450K |
| Duke Energy Corp | DUK | Shares | $29K | 219K |
| Micron Technology | MU | Shares | $28K | 82K |
| Abbvie Inc | ABBV | Shares | $27K | 126K |
| Lilly Eli & Co | LLY | Shares | $27K | 29K |
| Qualcomm Inc | QCOM | Shares | $26K | 204K |
| Intl Business Mchn | IBM | Shares | $26K | 107K |
| General Motors Co | GM | Shares | $26K | 346K |
| Nextera Energy Inc | NEE | Shares | $25K | 273K |
| Kla Corporation | KLAC | Shares | $25K | 17K |
| Ameriprise Financial | AMP | Shares | $25K | 56K |
| Ishares Inc | EWC | Shares | $24K | 437K |
| Netflix Inc | NFLX | Shares | $23K | 244K |
| Medtronic Plc | Shares | $23K | 268K | |
| Fox Corporation | FOXA | Shares | $23K | 392K |
| Ishares | IEI | Shares | $23K | 190K |
| Pfizer Inc | PFE | Shares | $21K | 763K |
| Simon Ppty Inc | SPG | Shares | $21K | 110K |
| Vanguard Tax Managed | VEA | Shares | $20K | 317K |
| Coca-Cola Europaci | Shares | $20K | 223K | |
| United Rentals Inc | URI | Shares | $20K | 27K |
| Nucor Corp | NUE | Shares | $19K | 115K |
| Vanguard Star Fund | VXUS | Shares | $19K | 246K |
| Valero Energy Corp | VLO | Shares | $19K | 76K |
| Visa Inc | V | Shares | $19K | 62K |
| Zoom Communications | ZM | Shares | $19K | 231K |
| North Sq Invstmnts T | ADVGX | Shares | $18K | 1.4M |
| General Dynamics | GD | Shares | $18K | 52K |
| The Cigna Group | CI | Shares | $18K | 67K |
| Sanofi | SNY | Shares | $18K | 363K |
| Cf Industries Hldgs | CF | Shares | $17K | 134K |
| Global Ship Lease | Shares | $17K | 458K | |
| Arm Holdings Plc | ARM | Shares | $17K | 112K |
| Edison Intl | EIX | Shares | $17K | 228K |
| Expand Energy Corp | EXE | Shares | $16K | 147K |
| Costco Whsl Corp | COST | Shares | $16K | 16K |
| Dollar Gen Corp | DG | Shares | $16K | 133K |
| North Square Investm | NKMCX | Shares | $15K | 1.2M |
| Aptiv Plc | Shares | $15K | 217K | |
| Quest Diagnostics | DGX | Shares | $15K | 77K |
| Mastercard Inc | MA | Shares | $15K | 30K |
| Netscout Sys Inc | NTCT | Shares | $15K | 460K |
| Minerals Technologs | MTX | Shares | $15K | 206K |
| Rtx Corporation | RTX | Shares | $14K | 75K |
| Lowes Co | LOW | Shares | $14K | 60K |
| Ishares | EFV | Shares | $14K | 188K |
| Terex Corp | TEX | Shares | $14K | 236K |
| Mercadolibre Inc | MELI | Shares | $14K | 8K |
| Healthcare Svcs Grp | HCSG | Shares | $14K | 748K |
| Wp Carey Inc | WPC | Shares | $14K | 201K |
| Adv Micro Devices | AMD | Shares | $13K | 66K |
| Spdr Series Trust | SPYM | Shares | $13K | 174K |
| Carlyle Group Inc | CG | Shares | $13K | 275K |
| Lincoln Natl Corp | LNC | Shares | $13K | 373K |
| Ge Aerospace | GE | Shares | $13K | 45K |
| Vanguard Index Tr | VB | Shares | $12K | 45K |
| Kroger Co | KR | Shares | $12K | 164K |
| Vanguard Index Fds | VOO | Shares | $12K | 20K |
| Hancock Whitney Corp | HWC | Shares | $12K | 182K |
| Palantir Tech Inc | PLTR | Shares | $11K | 79K |
| Vici Pptys Inc | VICI | Shares | $11K | 415K |
| Whitecap Resources | WCPRF | Shares | $11K | 990K |
| Walmart Inc | WMT | Shares | $11K | 89K |
| Enersys | ENS | Shares | $11K | 61K |
| Talos Energy Inc | TALO | Shares | $10K | 665K |
| Tyson Foods Inc | TSN | Shares | $10K | 162K |
| Adapthealth Corp | AHCO | Shares | $10K | 858K |
| Newmont Corporation | NEM | Shares | $10K | 94K |
| Murphy Oil Corp | MUR | Shares | $10K | 247K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.