§ 13F · FUND PROFILE
CSM Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3.4T (13F)Positions · 377Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 193K | $118.3B | 3.2% | NEW |
| 2 | VUG | VANGUARD INDEX TR | 201K | $98.3B | 2.7% | NEW |
| 3 | SPY | STATE ST SPDR S&P500 | 129K | $88.3B | 2.4% | NEW |
| 4 | VTV | VANGUARD INDEX TR | 367K | $70.1B | 1.9% | NEW |
| 5 | GOOG | ALPHABET INC | 214K | $67.2B | 1.8% | NEW |
| 6 | USB | US BANCORP DEL | 1.14M | $60.7B | 1.6% | NEW |
| 7 | IWM | ISHARES | 232K | $57.2B | 1.6% | NEW |
| 8 | JPM | JPMORGAN CHASE & CO | 167K | $54.0B | 1.5% | NEW |
| 9 | HIG | HARTFORD INSURANCE | 389K | $53.6B | 1.5% | NEW |
| 10 | JNJ | JOHNSON & JOHNSON | 256K | $53.0B | 1.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CSM SIGNAL
AC read
CSM Advisors, LLC is a Other fund managing $3428.0 trillion in assets. The fund runs a broad portfolio of 377 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed