CSMD · Insider trading · 13F holders · Congress trades
Profesionally Managed Portfo (CSMD)
Who is buying and selling CSMD: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 4
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
CSMD at a glance
- No open-market insider purchases or sales of CSMD were filed in the last 90 days.
- 4 13F filers hold CSMD among their 50 largest positions, worth $283.1M combined. The biggest bets by portfolio weight are Clarendon Private LLC (3.1%), Hantz Financial Services, Inc. (3.0%) and Beacon Bank & Trust (1.6%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
- No member of Congress has disclosed a trade in CSMD.
CSMD insider trading
No open-market insider purchases or sales of CSMD were filed in the last 90 days.
Who owns CSMD? Hedge funds and superinvestors
4 13F filers hold CSMD among their 50 largest positions, worth $283.1M combined. The biggest bets by portfolio weight are Clarendon Private LLC (3.1%), Hantz Financial Services, Inc. (3.0%) and Beacon Bank & Trust (1.6%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc.Wealth manager | 3.0% | $222.6M | 6,100,013 | -1.9% shares | Q2 2026 |
| Glenview Trust CoBank & trust | 0.6% | $47.6M | 1,405,551 | +12.1% shares | Q3 2026 |
| Beacon Bank & TrustBank & trust | 1.6% | $8.1M | 237,901 | +11.5% shares | Q3 2026 |
| Clarendon Private LLCWealth manager | 3.1% | $4.8M | 131,970 | -5.1% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 2, Q2 2026: 2). Screen CSMD in the grand portfolio →
CSMD stock trades by members of Congress
No member of Congress has disclosed a trade in CSMD.
CSMD questions and answers
Are insiders buying CSMD stock?
No open-market insider purchases or sales of CSMD were filed in the last 90 days.
Which hedge funds own CSMD?
4 13F filers hold CSMD among their 50 largest positions, worth $283.1M combined. The biggest bets by portfolio weight are Clarendon Private LLC (3.1%), Hantz Financial Services, Inc. (3.0%) and Beacon Bank & Trust (1.6%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
Has Congress traded CSMD?
No member of Congress has disclosed a trade in CSMD.
Who is the largest holder of CSMD?
Among 13F filers, Hantz Financial Services, Inc. reports the largest CSMD position, $222.6M (6,100,013 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Clarendon Private LLC's: 3.1% of its portfolio.
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