CSM Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Warrendale, PA
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
402
Total value ($000)
$3,577,725
Net value change ($000)
+149,769 (4.4%)
New positions
54
Sold out positions
29
Turnover %
11.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2025 Next filing: 2/11/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 36,200 128.4%
CVX 28,374 181.2%
JNJ 26,375 136.2%
GM 25,169 NEW
LOW 23,901 NEW
EXE 20,103 NEW
USB 19,452 62.5%
APTV 19,335 NEW
NXPI 18,370 NEW
SNY 18,244 NEW
Top Reduces (Value $000, Stocks/ETFs)
INDA -26,942 -88.9%
ORCL -25,124 -74.7%
DRI -23,031 -100.0%
GOOGL -18,964 -39.1%
BMY -17,474 -98.7%
GS -16,772 -31.5%
WMT -15,893 -83.1%
ELV -14,208 -100.0%
PYPL -13,223 -70.4%
MPC -13,037 -62.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type