Csm Advisors, LLC Top Holdings and 13F Report (2026) About Csm Advisors, LLCInvestment ActivityCsm Advisors, LLC has $4.07 million in total holdings as of March 31, 2026.Csm Advisors, LLC owns shares of 407 different stocks, but just 139 companies or ETFs make up 80% of its holdings.Approximately 22.45% of the portfolio was purchased this quarter.About 13.72% of the portfolio was sold this quarter.This quarter, Csm Advisors, LLC has purchased 399 new stocks and bought additional shares in 155 stocks.Csm Advisors, LLC sold shares of 180 stocks and completely divested from 45 stocks this quarter.Largest Holdings NVIDIA $122,597Apple $122,254Microsoft $88,816Invesco QQQ $88,373Vanguard Growth ETF $88,310 Largest New Holdings this Quarter 91913Y100 - Valero Energy $18,746 Holding042068205 - ARM HOLDINGS PLC $16,897 Holding58733R102 - MercadoLibre $13,924 Holding369604301 - GE Aerospace $12,880 Holding512807306 - LAM RESEARCH CORPORA $8,954 Holding Largest Purchases this Quarter Apple 338,899 shares (about $86.01K)NVIDIA 484,091 shares (about $84.43K)Microsoft 156,994 shares (about $58.11K)Amazon.com 223,327 shares (about $46.51K)Alphabet 153,673 shares (about $44.19K) Largest Sales this Quarter iShares Russell 2000 ETF 229,000 shares (about $56.82K)Invesco QQQ 39,467 shares (about $22.78K)T-Mobile US 105,793 shares (about $22.22K)CF Industries 162,828 shares (about $21.14K)Alphabet 72,989 shares (about $20.94K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCsm Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$122,597$84,426 â–²221.2%702,9623.0%Computer and TechnologyAAPLApple$122,254$86,006 â–²237.3%481,7313.0%Computer and TechnologyMSFTMicrosoft$88,816$58,113 â–²189.3%239,9382.2%Computer and TechnologyQQQInvesco QQQ$88,373$22,780 â–¼-20.5%153,1112.2%FinanceVUGVanguard Growth ETF$88,310$298 â–²0.3%202,1792.2%ETFSPYSPDR S&P 500 ETF Trust$84,1800.0%129,4402.1%FinanceGOOGLAlphabet$78,973$44,188 â–²127.0%274,6451.9%Computer and TechnologyVTVVanguard Value ETF$72,024$21 â–²0.0%367,0881.8%ETFAMZNAmazon.com$65,436$46,512 â–²245.8%314,1891.6%Retail/WholesaleJNJJohnson & Johnson$54,453$8,128 â–¼-13.0%222,7851.3%MedicalUSBU.S. Bancorp$54,276$4,874 â–¼-8.2%1,043,6141.3%FinanceCSCOCisco Systems$52,776$1,303 â–²2.5%680,1931.3%Computer and TechnologyAVGOBroadcom$50,136$33,123 â–²194.7%161,9741.2%Computer and TechnologyCATCaterpillar$50,041$1,573 â–¼-3.0%70,6321.2%IndustrialsCMICummins$48,065$7,368 â–¼-13.3%89,3301.2%Auto/Tires/TrucksEZUiShares MSCI Eurozone ETF$45,152$14 â–²0.0%720,8201.1%ETFCVXChevron$43,443$9,956 â–¼-18.6%209,9731.1%EnergyJPMJPMorgan Chase & Co.$43,105$6,162 â–¼-12.5%146,5241.1%FinanceNORTH SQ INVSTMNTS T$42,553$1,827 â–¼-4.1%2,591,5441.0%DYNAMIC SMCP IHIGThe Hartford Insurance Group$41,862$10,700 â–¼-20.4%309,5921.0%FinanceGOOGAlphabet$40,481$20,937 â–¼-34.1%141,1191.0%Computer and TechnologyVZVerizon Communications$39,555$1,965 â–²5.2%787,9221.0%Computer and TechnologyCCitigroup$38,792$6,037 â–¼-13.5%342,0171.0%Financial ServicesVTWOVanguard Russell 2000 ETF$38,058$1,819 â–²5.0%379,9110.9%ETFBKBNY$37,737$5,843 â–¼-13.4%318,1170.9%FinanceDALDelta Air Lines$36,253$5,570 â–¼-13.3%545,3220.9%TransportationEOGEOG Resources$36,120$5,435 â–¼-13.1%249,8410.9%EnergyTSLATesla$34,408$28,209 â–²455.1%92,5630.8%Auto/Tires/TrucksMOAltria Group$33,981$2,852 â–¼-7.7%514,9420.8%Consumer StaplesSHELShell$32,475$5,108 â–¼-13.6%349,2100.8%EnergyGSThe Goldman Sachs Group$32,039$4,386 â–¼-12.0%37,8680.8%FinanceSYFSynchrony Financial$30,615$4,891 â–¼-13.8%450,1040.8%FinanceDUKDuke Energy$28,653$376 â–¼-1.3%218,8530.7%UtilitiesMUMicron Technology$27,830$5,081 â–²22.3%82,3800.7%Computer and TechnologyABBVAbbVie$27,409$3,870 â–²16.4%126,0200.7%MedicalLLYEli Lilly and Company$26,754$14,669 â–²121.4%29,0880.7%MedicalQCOMQualcomm$26,317$3,725 â–¼-12.4%204,3930.6%Computer and TechnologyIBMInternational Business Machines$25,893$4,027 â–¼-13.5%106,8240.6%Computer and TechnologyGMGeneral Motors$25,787$3,925 â–¼-13.2%346,1150.6%Auto/Tires/TrucksNEENextEra Energy$25,404$25,020 â–²6,513.4%273,4650.6%UtilitiesKLACKLA$25,247$20,033 â–²384.2%17,1500.6%Computer and TechnologyAMPAmeriprise Financial$24,922$3,780 â–¼-13.2%56,0860.6%FinanceEWCiShares MSCI Canada ETF$23,920$167 â–²0.7%436,5290.6%ETFNFLXNetflix$23,462$18,989 â–²424.5%244,0120.6%Consumer DiscretionaryMDTMedtronic$23,243$3,575 â–¼-13.3%268,2580.6%MedicalFOXAFOX$22,919$4,654 â–²25.5%392,4170.6%Consumer DiscretionaryIEIiShares 3-7 Year Treasury Bond ETF$22,5220.0%189,9000.6%ETFPFEPfizer$21,414$3,327 â–¼-13.4%762,7080.5%MedicalSPGSimon Property Group$20,550$7,002 â–¼-25.4%110,1810.5%FinanceVEAVanguard FTSE Developed Markets ETF$20,315$610 â–²3.1%317,0450.5%ETFCOCA-COLA EUROPACI$20,254$3,152 â–¼-13.5%223,3780.5%COM EUR0.01URIUnited Rentals$19,591$4,205 â–¼-17.7%26,8940.5%ConstructionNUENucor$19,382$9,025 â–¼-31.8%114,6250.5%Basic MaterialsVXUSVanguard Total International Stock ETF$18,951$840 â–²4.6%245,7800.5%ETFVLOValero Energy$18,746$18,746 â–²New Holding75,8820.5%EnergyVVisa$18,590$13,730 â–²282.5%61,5020.5%Business ServicesZMZoom Communications$18,580$2,390 â–¼-11.4%231,1020.5%Computer and TechnologyNORTH SQ INVSTMNTS T$18,158$2,574 â–¼-12.4%1,395,6790.4%ADVSY RSCH ACP IGDGeneral Dynamics$18,003$2,460 â–¼-12.0%52,4620.4%AerospaceCICigna Group$17,829$2,776 â–¼-13.5%66,8400.4%MedicalSNYSanofi$17,506$2,725 â–¼-13.5%363,4250.4%MedicalCFCF Industries$17,374$21,142 â–¼-54.9%133,8090.4%Basic MaterialsGSLGlobal Ship Lease$17,070$462 â–²2.8%458,4700.4%TransportationARM HOLDINGS PLC$16,897$16,897 â–²New Holding111,7090.4%ADSEIXEdison International$16,656$2,591 â–¼-13.5%227,5900.4%UtilitiesEXPAND ENERGY CORP$16,110$2,507 â–¼-13.5%146,7300.4%COMMONCOSTCostco Wholesale$15,764$11,622 â–²280.6%15,8160.4%Retail/WholesaleDGDollar General$15,731$2,393 â–¼-13.2%132,5000.4%Retail/WholesaleNORTH SQUARE INVESTM$15,3910.0%1,174,9290.4%NORTH MICRO FD IAPTIV PLC$15,046$5,519 â–¼-26.8%216,7560.4%ORDINARY SHARESDGXQuest Diagnostics$15,030$2,351 â–¼-13.5%76,7140.4%MedicalMAMastercard$15,012$11,104 â–²284.1%30,0600.4%Business ServicesNTCTNetScout Systems$14,635$6,915 â–²89.6%460,3160.4%Computer and TechnologyMTXMinerals Technologies$14,581$1,125 â–²8.4%205,5740.4%Basic MaterialsRTXRTX$14,441$2,243 â–¼-13.4%74,8730.4%AerospaceLOWLowe's Companies$14,180$10,237 â–¼-41.9%60,0000.3%Retail/WholesaleEFViShares MSCI EAFE Value ETF$13,947$484 â–²3.6%187,5650.3%ETFTEXTerex$13,933$6,396 â–²84.9%235,7580.3%IndustrialsMELIMercadoLibre$13,924$13,924 â–²New Holding8,0520.3%Retail/WholesaleHCSGHealthcare Services Group$13,873$535 â–²4.0%747,9240.3%Business ServicesWPCW.P. Carey$13,674$5,272 â–¼-27.8%201,2060.3%FinanceAMDAdvanced Micro Devices$13,377$10,696 â–²398.9%65,7580.3%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$13,325$842 â–¼-5.9%174,0830.3%ETFCGCarlyle Group$13,313$1,628 â–¼-10.9%275,0910.3%FinanceLNCLincoln National$13,235$5,538 â–¼-29.5%372,8510.3%FinanceGEGE Aerospace$12,880$12,880 â–²New Holding45,3940.3%AerospaceVBVanguard Small-Cap ETF$11,886$598 â–²5.3%45,3870.3%ETFKRKroger$11,830$1,838 â–¼-13.5%163,5110.3%Retail/WholesaleVOOVanguard S&P 500 ETF$11,775$22 â–²0.2%19,7060.3%ETFHWCHancock Whitney$11,597$1,015 â–²9.6%182,3650.3%FinancePALANTIR TECH INC$11,487$9,026 â–²366.8%78,5280.3%COM USD0.001 CLASS AVICIVICI Properties$11,334$4,911 â–¼-30.2%414,7190.3%FinanceSPGYFWhitecap Resources$11,150$3,180 â–¼-22.2%990,2470.3%EnergyWALMART INC$11,102$8,796 â–²381.4%89,3440.3%COMMONENSEnersys$10,659$1,125 â–¼-9.5%61,3630.3%IndustrialsTALOTalos Energy$10,478$4,213 â–²67.2%664,7810.3%EnergyTSNTyson Foods$10,406$6,060 â–¼-36.8%162,4190.3%Consumer StaplesAHCOAdaptHealth$10,205$906 â–²9.7%857,5120.3%MedicalNEMNewmont$10,203$1,589 â–¼-13.5%94,2520.3%Basic MaterialsMURMurphy Oil$10,175$36 â–²0.4%246,6470.3%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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