13F filer

CSM Advisors

As of Jun 30, 2026 Filed Aug 14, 2026 CIK 1863523 SEC filings ↗
13F Value
$4.68B
Positions
406
Top Position
AAPL4.3%
Top 5
15.3%

Latest filing changes

vs Mar 31, 2026
1 AAPL Apple +44.6%+$62.2M
3 AMZN Amazon +68.1%+$51.0M
5 CRM Salesforce >999%+$23.2M
Holdings406
# Trend (4Q)
1 AAPL 4.3% $201.6M +44.6% 696.6K 3.0% Common Stock
2 NVDA 3.2% $151.2M +7.5% 755.6K 3.0% Common Stock
3 AMZN 2.7% $125.9M +68.1% 528.3K 1.6% Common Stock
4 SPY 2.6% $120.8M +24.9% 161.7K 2.1% ETF
5 GOOGL
Filing details
  • 02079K305 Jun 30, 2026 321,210 reported quantity $114,792,000 reported value
2.5% $114.8M +17.0% 321.2K 1.9% Common Stock
6 QQQ 2.4% $112.8M — 153.1K 2.2% ETF
7 VUG 2.3% $105.5M — 1.22M 2.2% — ETF
8 VTV 1.7% $80.0M — 367.1K 1.8% ETF
9 CAT 1.4% $64.0M -14.9% 60.1K 1.2% Common Stock
10 USB 1.3% $62.8M -0.3% 1.04M 1.3% Common Stock
11 CMI 1.2% $58.4M -8.4% 81.8K 1.2% Common Stock
12 AVGO 1.2% $58.3M -4.7% 154.4K 1.2% Common Stock
13 JNJ 1.2% $55.8M -1.4% 219.7K 1.3% Common Stock
14 IWM 1.2% $54.2M >999% 180.4K <0.1% ETF
15 DAL 1.1% $50.5M -1.0% 539.6K 0.9% Common Stock
16 EZU 1.1% $50.1M — 720.8K 1.1% ETF
17 HIG 1.0% $49.0M +19.5% 370.1K 1.0% Common Stock
18 C 1.0% $47.4M -0.9% 338.9K 1.0% Common Stock
19 GOOG 1.0% $47.3M -5.2% 133.8K 1.0% Common Stock
20 JPM 1.0% $47.1M -1.7% 144.0K 1.1% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing50
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.