StockDriftsStockDriftsTop 50 Csm Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.3% | 696.6K | $201.6M | +44.59%(+214.82K) | $237.71(+28.47%) | 2026-06-30 | |
| NVDA | NVIDIA CORP | 3.23% | 755.6K | $151.2M | +7.48%(+52.61K) | $169.23(+33.59%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.69% | 528.3K | $125.9M | +68.15%(+214.11K) | $211.65(+24.04%) | 2026-06-30 | |
| SPY | STATE ST SPDR S&P500 | 2.58% | 161.7K | $120.8M | +24.95%(+32.29K) | $539.94(+43.60%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.45% | 321.2K | $114.8M | +16.95%(+46.56K) | $248.54(+38.70%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.41% | 153.1K | $112.8M | +0.00%(+0) | $427.43(+71.38%) | 2026-06-30 | |
| VUG | VANGUARD INDEX TR | 2.25% | 1.22M | $105.5M | +0.95%(+11.48K) | $55.81(+59.81%) | 2026-06-30 | |
| VTV | VANGUARD INDEX TR | 1.71% | 367.1K | $80.0M | +0.00%(+0) | $153.76(+47.97%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 1.37% | 60.1K | $64.0M | -14.93%(-10.54K) | $339.52(+156.09%) | 2026-06-30 | |
| USB | US BANCORP DEL | 1.34% | 1.04M | $62.8M | -0.33%(-3.48K) | $45.32(+44.78%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.99% | +81.56% | +11.65% | +73.46% |
| Top 20 Holdings Unweighted | +21.70% | +80.23% | +10.52% | +64.89% |
Csm Advisors LLC reports $4.68B in US-listed equity holdings across 406 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.3%), NVDA (3.2%) and AMZN (2.7%). The top 20 holdings account for 35.41% of reported assets. Its disclosed equity book has returned +81.56% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Csm Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1863523). View Csm Advisors LLC’s 13F filings on SEC