CSM Advisors, LLC: 13F holdings

CIK 18635232026Q2

Positions406
Reported value$4.7bn
Filed2026-08-14

Change since last quarter

Positions406 (-1 vs prior quarter)
Reported value$4.7bn (+15.4%)

Top 10 holdings

SecuritySharesValueWeight
AAPL APPLE INC696,554$201.6m4.3%
NVDA NVIDIA CORP755,575$151.2m3.2%
AMZN AMAZON COM INC528,300$125.9m2.7%
SPY STATE ST SPDR S&P500161,730$120.8m2.6%
GOOGL ALPHABET INC321,210$114.8m2.5%
QQQ INVESCO QQQ TR153,111$112.8m2.4%
VUG VANGUARD INDEX TR1,224,556$105.5m2.3%
VTV VANGUARD INDEX TR367,088$80.0m1.7%
CAT CATERPILLAR INC60,087$64.0m1.4%
USB US BANCORP DEL1,040,134$62.8m1.3%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1863523")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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