Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CSM Advisors, LLC (CIK 1863523) reported $4.07B across 406 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($122.6M, 3.01%), AAPL ($122.3M, 3.00%), MSFT ($88.8M, 2.18%), VUG ($88.3M, 2.17%), QQQ ($88.4M, 2.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | $122.6M | 3.01% | 702,962 | Added |
| 2 | AAPL | APPLE INC | $122.3M | 3.00% | 481,731 | Added |
| 3 | MSFT | MICROSOFT CORP | $88.8M | 2.18% | 239,938 | Added |
| 4 | VUG | VANGUARD INDEX TR | $88.3M | 2.17% | 202,179 | Added |
| 5 | QQQ | INVESCO QQQ TR | $88.4M | 2.17% | 153,111 | Trimmed |
| 6 | SPY | STATE ST SPDR S&P500 | $84.2M | 2.07% | 129,440 | Hold |
| 7 | GOOGL | ALPHABET INC | $79.0M | 1.94% | 274,645 | Added |
| 8 | VTV | VANGUARD INDEX TR | $72.0M | 1.77% | 367,088 | Added |
| 9 | AMZN | AMAZON COM INC | $65.4M | 1.61% | 314,189 | Added |
| 10 | JNJ | JOHNSON & JOHNSON | $54.5M | 1.34% | 222,785 | Trimmed |
| 11 | USB | US BANCORP DEL | $54.3M | 1.33% | 1.0M | Trimmed |
| 12 | CSCO | CISCO SYSTEMS INC | $52.8M | 1.30% | 680,193 | Added |
| 13 | CAT | CATERPILLAR INC | $50.0M | 1.23% | 70,632 | Trimmed |
| 14 | AVGO | BROADCOM INC | $50.1M | 1.23% | 161,974 | Added |
| 15 | CMI | CUMMINS INC | $48.1M | 1.18% | 89,330 | Trimmed |
| 16 | EZU | ISHARES INC | $45.2M | 1.11% | 720,820 | Added |
| 17 | CVX | CHEVRON CORP | $43.4M | 1.07% | 209,973 | Trimmed |
| 18 | JPM | JPMORGAN CHASE & CO | $43.1M | 1.06% | 146,524 | Trimmed |
| 19 | ORSIX | NORTH SQ INVSTMNTS T | $42.6M | 1.05% | 2.6M | Trimmed |
| 20 | HIG | HARTFORD INSURANCE | $41.9M | 1.03% | 309,592 | Trimmed |
| 21 | GOOG | ALPHABET INC | $40.5M | 0.99% | 141,119 | Trimmed |
| 22 | VZ | VERIZON COMMUNICATIO | $39.6M | 0.97% | 787,922 | Added |
| 23 | C | CITIGROUP INC | $38.8M | 0.95% | 342,017 | Trimmed |
| 24 | VTWO | VANGUARD SCOTTSDAL | $38.1M | 0.94% | 379,911 | Added |
| 25 | BK | BANK OF NEW YORK MEL | $37.7M | 0.93% | 318,117 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31