Q2 2026 13F · SEC CIK 1863523

CSM Advisors, LLC

Institutional asset managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $4.7B
Reported positions: 406
Top holdings a year, 3 yrs: +21.7%
Assets under management: $11.7B

CSM Advisors, LLC is an institutional asset manager that reported 406 positions worth $4.7B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Apple Inc (AAPL, 4.3%), Nvidia Corporation (NVDA, 3.2%), Amazon Com Inc (AMZN, 2.7%). A portfolio copying its top holdings returned 21.7% a year over the last 3 years, against 20.4% for the S&P 500.

CSM Advisors, LLC holdings largest 50 of 406 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

CSM Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	4.3%	3.0%	696,554	+44.6%	$201.6M
NVDANvidia Corporation	3.2%	3.0%	755,575	+7.5%	$151.2M
AMZNAmazon Com Inc	2.7%	1.6%	528,300	+68.1%	$125.9M
SPYState Str Spdr S&p 500 ETF T	2.6%	2.1%	161,730	+24.9%	$120.8M
GOOGLAlphabet Inc	2.5%	1.9%	321,210	+17.0%	$114.8M
QQQInvesco Qqq Tr	2.4%	2.2%	153,111	+0.0%	$112.8M
VUGVanguard Index Fds	2.3%	2.2%	1,224,556	+505.7%	$105.5M
VTVVanguard Index Fds	1.7%	1.8%	367,088	+0.0%	$80.0M
CATCaterpillar Inc	1.4%	1.2%	60,087	-14.9%	$64.0M
USBUS Bancorp	1.3%	1.3%	1,040,134	-0.3%	$62.8M
CMICummins Inc	1.2%	1.2%	81,820	-8.4%	$58.4M
AVGOBroadcom Inc	1.2%	1.2%	154,440	-4.7%	$58.3M
JNJJohnson & Johnson	1.2%	1.3%	219,688	-1.4%	$55.8M
IWMIshares Tr	1.2%	—	180,421	—	$54.2M
DALDelta Air Lines Inc	1.1%	0.9%	539,602	-1.0%	$50.5M
EZUIshares Inc	1.1%	1.1%	720,820	+0.0%	$50.1M
HIGHartford Insurance Group Inc	1.0%	1.0%	370,075	+19.5%	$49.0M
CCitigroup Inc	1.0%	1.0%	338,868	-0.9%	$47.4M
GOOGAlphabet Inc	1.0%	1.0%	133,777	-5.2%	$47.3M
JPMJpmorgan Chase & Co	1.0%	1.1%	144,025	-1.7%	$47.1M
MSFTMicrosoft Corp	1.0%	2.2%	121,715	-49.3%	$45.4M
BNYBank of Ny Mellon Corp	0.9%	0.9%	286,303	-10.0%	$41.4M
MOAltria Group Inc	0.9%	0.8%	564,821	+9.7%	$40.6M
VZVerizon Communications Inc	0.9%	1.0%	945,654	+20.0%	$40.0M
CSCOCisco Sys Inc	0.8%	1.3%	330,194	-51.5%	$38.8M
CVXChevron Corporation	0.8%	1.1%	227,111	+8.2%	$37.6M
TSLATesla Inc	0.8%	0.8%	89,311	-3.5%	$37.6M
GSGoldman Sachs Group Inc	0.8%	0.8%	37,079	-2.1%	$37.5M
ABBVAbbvie Inc	0.8%	0.7%	143,403	+13.8%	$36.1M
SYFSynchrony Financial	0.7%	0.8%	446,750	-0.7%	$34.0M
AMDAdvanced Micro Devices Inc	0.7%	—	57,607	—	$33.5M
LLYEli Lilly & Co	0.7%	0.7%	27,478	-5.5%	$33.0M
XLVSelect Sector Spdr Tr	0.7%	—	202,041	—	$32.1M
EOGEog Res Inc	0.7%	0.9%	246,309	-1.4%	$32.0M
GMGeneral Mtrs Co	0.7%	0.6%	408,559	+18.0%	$31.5M
KLACKla Corp	0.6%	0.6%	91,520	+433.6%	$27.6M
DUKDuke Energy Corp New	0.6%	0.7%	216,822	-0.9%	$27.4M
NEENextera Energy Inc	0.6%	0.6%	308,846	+12.9%	$27.1M
SHELShell PLC	0.6%	0.8%	345,744	-1.0%	$26.8M
ELVElevance Health Inc Formerly	0.6%	—	66,878	—	$25.9M
VTWOVanguard Scottsdale Fds	0.6%	0.9%	212,943	-43.9%	$25.9M
AMPAmeriprise Finl Inc	0.5%	0.6%	55,466	-1.1%	$25.4M
NUENucor Corp	0.5%	—	113,540	—	$25.3M
IBMInternational Business Machs	0.5%	0.6%	89,165	-16.5%	$25.1M
SPGSimon Ppty Group Inc New	0.5%	0.5%	109,192	-0.9%	$24.4M
CRMSalesforce Inc	0.5%	—	155,537	—	$24.4M
ZMZoom Communications Inc	0.5%	—	281,078	—	$24.3M
CCEPCoca-Cola Europacific Partne	0.5%	—	221,337	—	$22.2M
URIUnited Rentals Inc	0.5%	—	19,263	—	$21.8M
CIThe Cigna Group	0.5%	—	78,966	—	$21.8M

What CSM Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Index Fds+505.7% shares
KLAC Kla Corp+433.6% shares
AMZN Amazon Com Inc+68.1% shares
AAPL Apple Inc+44.6% shares
SPY State Str Spdr S&p 500 ETF T+24.9% shares
VZ Verizon Communications Inc+20.0% shares
HIG Hartford Insurance Group Inc+19.5% shares
GM General Mtrs Co+18.0% shares

Reduced

CSCO Cisco Sys Inc-51.5% shares
MSFT Microsoft Corp-49.3% shares
VTWO Vanguard Scottsdale Fds-43.9% shares
IBM International Business Machs-16.5% shares
CAT Caterpillar Inc-14.9% shares
BNY Bank of Ny Mellon Corp-10.0% shares
CMI Cummins Inc-8.4% shares
LLY Eli Lilly & Co-5.5% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +30.1% /yr; S&P 500 +20.1%
3 years: +21.7% /yr; S&P 500 +20.4%
5 years: +11.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$4.7B	406
Q1 2026	$4.1B	407
Q4 2025	$3.7B	399
Q3 2025	$3.6B	402
Q2 2025	$3.4B	377
Q1 2025	$1.8B	124
Q4 2024	$1.5B	125
Q3 2024	$1.5B	122
Q2 2024	$1.4B	126
Q1 2024	$1.5B	134
Q4 2023	$1.4B	141
Q3 2023	$1.1B	136

Questions about CSM Advisors, LLC's portfolio

What stocks does CSM Advisors, LLC own?

CSM Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 406 positions worth $4.7B. The largest are Apple Inc (AAPL) at 4.3%, Nvidia Corporation (NVDA) at 3.2%, Amazon Com Inc (AMZN) at 2.7%, State Str Spdr S&p 500 ETF T (SPY) at 2.6% and Alphabet Inc (GOOGL) at 2.5%.

What did CSM Advisors, LLC buy last quarter?

In Q2 2026, CSM Advisors, LLC added Vanguard Index Fds (VUG) (+505.7% shares), Kla Corp (KLAC) (+433.6% shares) and Amazon Com Inc (AMZN) (+68.1% shares), compared with its Q1 2026 filing.

What did CSM Advisors, LLC sell last quarter?

In Q2 2026, CSM Advisors, LLC cut from its top 50 North Sq Invstmnts T (ORSIX), cut from its top 50 Micron Technology Inc (MU), cut from its top 50 Qualcomm Inc (QCOM), cut from its top 50 Ishares Inc (EWC), cut from its top 50 Netflix Inc. (NFLX), Cisco Sys Inc (CSCO) (-51.5% shares), Microsoft Corp (MSFT) (-49.3% shares) and Vanguard Scottsdale Fds (VTWO) (-43.9% shares), compared with its Q1 2026 filing.

How has CSM Advisors, LLC's portfolio performed?

A portfolio copying CSM Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +30.1% against +20.1%. Over 5 years: +11.4% a year against +11.6%.

When is CSM Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. CSM Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does CSM Advisors, LLC manage?

CSM Advisors, LLC reported $11.7B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $4.7B.