CSM Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Warrendale, PA
Holdings as of
12/31/2025
Date filed
2/11/2026
Form type
13F-HR
Num holdings
399
Total value ($000)
$3,680,986
Net value change ($000)
+103,261 (2.9%)
New positions
28
Sold out positions
31
Turnover %
6.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
IWM 56,191 5804.9%
CF 20,483 834.3%
GD 20,075 NEW
MU 19,219 NEW
EIX 15,788 NEW
DAL 13,952 47.0%
NUE 12,597 85.1%
SYF 11,679 36.6%
USB 10,088 19.9%
LNC 10,068 74.7%
Top Reduces (Value $000, Stocks/ETFs)
XLF -37,111 -100.0%
SPY -25,177 -22.2%
MOS -19,403 -96.7%
NXPI -18,157 -98.8%
GDX -17,827 -58.5%
SCHC -17,822 -100.0%
VSS -17,703 -98.1%
VNQI -17,062 -100.0%
EMR -11,523 -96.8%
DUK -8,532 -24.7%
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