CSM Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Warrendale, PA
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
407
Total value ($000)
$4,069,709
Net value change ($000)
+388,723 (10.6%)
New positions
53
Sold out positions
45
Turnover %
8.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AAPL 83,424 214.8%
NVDA 81,777 200.3%
MSFT 48,704 121.4%
AMZN 44,465 212.0%
GOOGL 41,109 108.6%
AVGO 31,114 163.6%
TSLA 26,911 359.0%
NEE 25,073 7574.9%
KLAC 20,943 486.6%
NFLX 19,099 437.7%
Top Reduces (Value $000, Stocks/ETFs)
IWM -56,365 -98.6%
QQQ -29,932 -25.3%
GOOGL -26,710 -39.8%
TMUS -21,468 -98.4%
QCOM -13,592 -34.1%
AES -13,268 -100.0%
SYF -12,933 -29.7%
GDX -12,634 -100.0%
META -12,539 -70.5%
HIG -11,701 -21.8%
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