§ 13F · FUND PROFILE
CSM Advisors, LLC.
AUM · $5M (13F)Positions · 406Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$251K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 697K | $202K | 4.3% | +45% |
| 2 | NVDA | NVIDIA CORP | 756K | $151K | 3.2% | +7% |
| 3 | AMZN | AMAZON COM INC | 528K | $126K | 2.7% | +68% |
| 4 | SPY | STATE ST SPDR S&P500 | 162K | $121K | 2.6% | +25% |
| 5 | GOOGL | ALPHABET INC | 321K | $115K | 2.5% | +17% |
| 6 | QQQ | INVESCO QQQ TR | 153K | $113K | 2.4% | ±0% |
| 7 | VUG | VANGUARD INDEX TR | 1.22M | $105K | 2.3% | +506% |
| 8 | VTV | VANGUARD INDEX TR | 367K | $80K | 1.7% | ±0% |
| 9 | CAT | CATERPILLAR INC | 60K | $64K | 1.4% | −15% |
| 10 | USB | US BANCORP DEL | 1.04M | $63K | 1.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CSM SIGNAL
AC read
CSM Advisors, LLC is a Other fund managing $5 million in assets. The fund runs a broad portfolio of 406 positions.
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