DOSSIER · 13F-HR · Q1 2026

CSM Advisors, LLC

$4.1B in tracked AUM across 407 positions as of Q1 2026.

CA
CIK 0001863523 · last filed Mar 31, 2026
Total AUM
$4.1B
as of Q1 2026
Holdings
407
positions
Whale Score
54
54
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

CSM Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORP
$123M703K3.0%
02
AAPL
APPLE INC
$122M482K3.0%
03
MSFT
MICROSOFT CORP
$89M240K2.2%
04
QQQ
INVESCO QQQ TR
$88M153K2.2%
05
VUG
VANGUARD INDEX TR
$88M202K2.2%
06
SPY
STATE ST SPDR S&P500
$84M129K2.1%
07
GOOGL
ALPHABET INC
$79M275K1.9%
08
VTV
VANGUARD INDEX TR
$72M367K1.8%
09
AMZN
AMAZON COM INC
$65M314K1.6%
10
JNJ
JOHNSON & JOHNSON
$54M223K1.3%

Filing history

2026Q1Mar 31
$4.1B 10.6%
407 positionsView →
2025Q4Dec 31
$3.7B 2.9%
399 positionsView →
2025Q3Sep 30
$3.6B 4.4%
402 positionsView →
2025Q2Jun 30
$3.4B 87.0%
377 positionsLocked
2025Q1Mar 31
$1.8B 14.3%
141 positionsLocked
2024Q4Dec 31
$2.1B 39.3%
144 positionsLocked
2024Q3Sep 30
$1.5B 8.2%
122 positionsLocked
2024Q2Jun 30
$1.4B 6.9%
127 positionsLocked
2024Q1Mar 31
$1.5B 9.7%
135 positionsLocked
2023Q4Dec 31
$1.4B 20.9%
142 positionsLocked
2023Q3Sep 30
$1.1B 13.3%
137 positionsLocked
2023Q2Jun 30
$1.3B 14.4%
147 positionsLocked
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