Funds › CSM Advisors, LLC
CSM Advisors, LLC
13F for Q3 2026, filed Nov 13, 2026. 399 positions worth $4.6B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Reported in thousands of dollars; shown in dollars. The filing on the SEC site shows the figures as filed.
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | 537,944 | $179.1M | 3.9% | -22.8% | 13F ↗ |
| 2 | NVDA NVIDIA Corporation | 741,246 | $169.3M | 3.7% | -1.9% | 13F ↗ |
| 3 | Invesco Qqq Tr | 184,953 | $136.8M | 3.0% | +20.8% | 13F ↗ |
| 4 | AMZN Amazon.com, Inc. | 502,817 | $125.3M | 2.7% | -4.8% | 13F ↗ |
| 5 | GOOGL Alphabet Inc. Class A | 319,843 | $110.1M | 2.4% | -0.4% | 13F ↗ |
| 6 | Vanguard Index Fds Mrngstr Grwt Etf | 1.19M | $107.4M | 2.3% | -2.7% | 13F ↗ |
| 7 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 129,440 | $98.7M | 2.1% | -20.0% | 13F ↗ |
| 8 | Vanguard Index Fds Mrngstr Val Etf | 354,597 | $76.6M | 1.7% | -3.4% | 13F ↗ |
| 9 | Exchange Place Advisors Trus North Square Dis | 2.80M | $70.8M | 1.5% | New | 13F ↗ |
| 10 | MSFT Microsoft Corporation | 124,359 | $63.8M | 1.4% | +2.2% | 13F ↗ |
| 11 | Exchange Place Advisors Trus North Square Gro | 2.44M | $62.5M | 1.3% | New | 13F ↗ |
| 12 | VZ Verizon Communications Inc. | 1.31M | $60.1M | 1.3% | +38.5% | 13F ↗ |
| 13 | USB U.S. Bancorp | 1.01M | $58.3M | 1.3% | -2.9% | 13F ↗ |
| 14 | AVGO Broadcom Inc. | 153,668 | $54.0M | 1.2% | -0.5% | 13F ↗ |
| 15 | SHEL Shell PLC · ADR | 525,414 | $49.9M | 1.1% | +52.0% | 13F ↗ |
| 16 | PFE Pfizer, Inc. | 1.72M | $49.0M | 1.1% | +93.0% | 13F ↗ |
| 17 | GOOG Alphabet Inc. Class C | 142,370 | $48.5M | 1.0% | +6.4% | 13F ↗ |
| 18 | JPM JPMorgan Chase & Co. | 141,535 | $46.8M | 1.0% | -1.7% | 13F ↗ |
| 19 | C Citigroup, Inc. | 359,527 | $46.6M | 1.0% | +6.1% | 13F ↗ |
| 20 | MO Altria Group, Inc. | 683,574 | $46.0M | 1.0% | +21.0% | 13F ↗ |
| 21 | iShares Inc Msci Japan Etf | 466,000 | $45.4M | 1.0% | New | 13F ↗ |
| 22 | ABBV AbbVie Inc. | 170,628 | $44.6M | 1.0% | +19.0% | 13F ↗ |
| 23 | HIG The Hartford Insurance Group, Inc. | 358,936 | $43.9M | 0.9% | -3.0% | 13F ↗ |
| 24 | DAL Delta Air Lines, Inc. | 510,390 | $42.6M | 0.9% | -5.4% | 13F ↗ |
| 25 | CMI Cummins Inc. · Equities | 76,657 | $39.6M | 0.9% | -6.3% | 13F ↗ |
| 26 | GD General Dynamics Corporation | 117,049 | $38.8M | 0.8% | +129% | 13F ↗ |
| 27 | AMP Ameriprise Financial, Inc. | 77,227 | $38.0M | 0.8% | +39.2% | 13F ↗ |
| 28 | EOG EOG Resources, Inc. | 271,759 | $37.4M | 0.8% | +10.3% | 13F ↗ |
| 29 | CI The Cigna Group | 133,659 | $36.3M | 0.8% | +69.3% | 13F ↗ |
| 30 | BMY Bristol-Myers Squibb Company | 567,762 | $35.4M | 0.8% | +12863% | 13F ↗ |
| 31 | SYF Synchrony Financial | 499,152 | $35.4M | 0.8% | +11.7% | 13F ↗ |
| 32 | MU Micron Technology, Inc. | 32,765 | $34.9M | 0.8% | +213% | 13F ↗ |
| 33 | GM General Motors Company | 449,616 | $34.6M | 0.7% | +10.0% | 13F ↗ |
| 34 | AVT Avnet, Inc. | 343,599 | $34.3M | 0.7% | +254% | 13F ↗ |
| 35 | AMD Advanced Micro Devices, Inc. | 55,924 | $34.2M | 0.7% | -2.9% | 13F ↗ |
| 36 | Select Sector Spdr Tr St Str Care Etf | 202,039 | $34.0M | 0.7% | Unchanged | 13F ↗ |
| 37 | CAT Caterpillar, Inc. | 41,449 | $33.6M | 0.7% | -31.0% | 13F ↗ |
| 38 | GS Goldman Sachs Group, Inc. | 36,526 | $32.9M | 0.7% | -1.5% | 13F ↗ |
| 39 | SSNC SS&C Technologies Holdings, Inc. | 425,898 | $32.8M | 0.7% | New | 13F ↗ |
| 40 | CRM Salesforce, Inc. | 138,616 | $31.8M | 0.7% | -10.9% | 13F ↗ |
| 41 | LLY Eli Lilly and Company | 27,300 | $31.6M | 0.7% | -0.6% | 13F ↗ |
| 42 | CVX Chevron Corporation | 154,054 | $31.5M | 0.7% | -32.2% | 13F ↗ |
| 43 | TSLA Tesla, Inc. | 85,510 | $30.3M | 0.7% | -4.3% | 13F ↗ |
| 44 | SPG Simon Property Group, Inc. | 138,773 | $27.9M | 0.6% | +27.1% | 13F ↗ |
| 45 | ELV Elevance Health, Inc. | 64,880 | $25.2M | 0.5% | -3.0% | 13F ↗ |
| 46 | SNY Sanofi | 590,964 | $24.4M | 0.5% | +64.0% | 13F ↗ |
| 47 | BNY The Bank of New York Mellon Corporation | 167,514 | $24.2M | 0.5% | -41.5% | 13F ↗ |
| 48 | NUE Nucor Corporation | 99,113 | $23.2M | 0.5% | -12.7% | 13F ↗ |
| 49 | DG Dollar General Corporation | 188,347 | $22.5M | 0.5% | +11.6% | 13F ↗ |
| 50 | EIX Edison International | 408,830 | $22.0M | 0.5% | +81.4% | 13F ↗ |
Changes since Q2 2026
30 new, 158 added to, 190 trimmed, 37 exited, 21 unchanged. By estimated dollars.
New positions (30)
| Exchange Place Advisors Trus North Square Dis | 2.80M | New | $70.8M |
| Exchange Place Advisors Trus North Square Gro | 2.44M | New | $62.5M |
| iShares Inc Msci Japan Etf | 466,000 | New | $45.4M |
| SSNC SS&C Technologies Holdings, Inc. | 425,898 | New | $32.8M |
| ARW Arrow Electronics, Inc. | 96,208 | New | $21.8M |
| MET MetLife, Inc. | 214,980 | New | $20.2M |
| INTC Intel Corporation | 97,334 | New | $11.7M |
| GTES Gates Industrial Corporation Ltd. | 290,346 | New | $7.6M |
| NET Cloudflare, Inc. | 21,116 | New | $7.3M |
| HLLY Holley Inc. | 2.58M | New | $6.1M |
Added to (158)
| BMY Bristol-Myers Squibb Company | 567,762 | +12863% | $35.1M |
| AVT Avnet, Inc. | 343,599 | +254% | $24.6M |
| MU Micron Technology, Inc. | 32,765 | +213% | $23.7M |
| PFE Pfizer, Inc. | 1.72M | +93.0% | $23.6M |
| Invesco Qqq Tr | 184,953 | +20.8% | $23.6M |
| GD General Dynamics Corporation | 117,049 | +129% | $21.9M |
| NXPI NXP Semiconductors N.V. | 91,141 | +10027% | $21.4M |
| SHEL Shell PLC · ADR | 525,414 | +52.0% | $17.1M |
| VZ Verizon Communications Inc. | 1.31M | +38.5% | $16.7M |
| CI The Cigna Group | 133,659 | +69.3% | $14.9M |
Trimmed (190)
| JNJ Johnson & Johnson | 9,113 | -95.9% | -$55.8M |
| AAPL Apple Inc. | 537,944 | -22.8% | -$52.8M |
| iShares Tr Etf | 3,523 | -98.0% | -$49.2M |
| CSCO Cisco Systems, Inc. | 4,590 | -98.6% | -$35.0M |
| SPY State Street SPDR S&P 500 ETF Trust · Trust units | 129,440 | -20.0% | -$24.6M |
| Vanguard Scottsdale Fds Etf | 39,556 | -81.4% | -$19.5M |
| BNY The Bank of New York Mellon Corporation | 167,514 | -41.5% | -$17.2M |
| CAT Caterpillar, Inc. | 41,449 | -31.0% | -$15.1M |
| CVX Chevron Corporation | 154,054 | -32.2% | -$14.9M |
| NEE NextEra Energy, Inc. | 186,700 | -39.5% | -$9.3M |
Exited (37)
| iShares Inc Equity Etf | 720,820 | Exited | -$50.1M |
| DUK Duke Energy Corporation | 216,822 | Exited | -$27.4M |
| IBM International Business Machines Corporation | 89,165 | Exited | -$25.1M |
| EBAY eBay Inc. | 169,308 | Exited | -$18.9M |
| DGX Quest Diagnostics Incorporated | 76,028 | Exited | -$16.1M |
| WPC W. P. Carey Inc. REIT | 199,368 | Exited | -$14.3M |
| RTX RTX Corporation | 74,289 | Exited | -$14.1M |
| EXE Expand Energy Corporation | 145,359 | Exited | -$13.3M |
| LOW Lowe's Companies, Inc. | 59,426 | Exited | -$13.1M |
| NEM Newmont Corporation | 93,336 | Exited | -$8.7M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 399 | $4.6B * | Current | SEC ↗ |
| Q2 2026 | Aug 14, 2026 | 13F-HR | 406 | $4.7B * | Current | SEC ↗ |
| Q1 2026 | May 15, 2026 | 13F-HR | 407 | $4.1B * | Current | SEC ↗ |
| Q4 2025 | Feb 11, 2026 | 13F-HR | 399 | $3.7B * | Current | SEC ↗ |
| Q3 2025 | Nov 14, 2025 | 13F-HR | 402 | $3.6B * | Current | SEC ↗ |
| Q2 2025 | Aug 7, 2025 | 13F-HR | 377 | $3.4B * | Current | SEC ↗ |
| Q1 2025 | May 14, 2025 | 13F-HR | 124 | $1.8B * | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. A * marks a report whose values we put in dollars; the adjusted figures are shown. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer