Csm-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "GDX", "HUM", "ABT", "A", "GOOGL", "AXP", "T", null, "CAT", "AVGO", null, "EOG", "EXPE", "FCX", "GILD", "HON", "GLPI", null, "META", null, null, null, "MPC", "MA", null, "MSFT", "TMUS", "ORLY", null, "KLAC", "ORCL", null, "PYPL", null, null, "UNH", "AAPL", "SPY", "ECL", "NVDA", "GS", "MRK", "AMGN", "IEFA", null, null, "SPDW", null, null, "SPLG", "SYK", "SBUX", "TGT", "TDG", null, null, null, null, null, null, null, null, "VSS", "VIG", null, "VRSK", "ST", "AMD", "DOV", null, null, "PEG", "AMZN", "DKS", "AMTM", "VEU", "VUG", "VEA", "VXUS", "VTWO", "VBR", "VB", "VOO", "VTV", "V", "WMT", null, "WFC", null, null, "BIIB", null, "CRM", "SYY", null, null, "BK", "BWA", "CG", "CNC", "CF", "CVX", "GTLS", "CB", "CSCO", "COST", "DELL", "DE", "DFS", "RSP", "EFA", "J", "NEE", "MAR", "QQQ", "IWM", "DIS", "GOOG", "LLY", "TSLA", "NFLX", "PM", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-14
- Total Holdings
- 124
- Total Value
- 1293142
- Accession Number
- 0001863523-25-000006
- Form Type
- 13F-HR
- CIK
- csm-advisors
- Manager Name
- Csm-Advisors
Data Enrichment
73% identified91 identified33 unidentified
Holdings
124 positions
Manager:
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Page 2 of 7
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
CHEVRON CORP(CVXcusip166764100) | 105.9K | All Managers (Combined) | $17.7M | QoQ +13.76% (-$2)YoY +35.68% (+$5) | |
32.1K | All Managers (Combined) | $17.5M | QoQ -6.29% (-$1)YoY +17.59% (-$3) | ||
Walmart Inc.(WMTcusip931142103) | 192.5K | All Managers (Combined) | $16.9M | QoQ -4.81% (-$1)YoY +26.24% (-$4) | |
241.0K | All Managers (Combined) | $15.7M | QoQ -14.34% (-$3)YoY +1.08% (+$0) | ||
93.3K | All Managers (Combined) | $15.7M | QoQ -11.28% (-$2)YoY +10.68% (-$2) | ||
209.8K | All Managers (Combined) | $13.8M | QoQ -35.16% (-$7)YoY -33.77% (-$7) | ||
ORACLE CORP(ORCLcusip68389X105) | 94.0K | All Managers (Combined) | $13.1M | QoQ -17.30% (-$3)YoY +0.78% (-$0) | |
95.7K | All Managers (Combined) | $12.7M | QoQ +14.55% (-$2)YoY +3.61% (-$0) | ||
Broadcom Inc.(AVGOcusip11135F101) | 75.5K | All Managers (Combined) | $12.6M | QoQ -38.89% (-$8)YoY -3.96% (-$1) | |
NVIDIA CORP(NVDAcusip67066G104) | 114.2K | All Managers (Combined) | $12.4M | ||
Salesforce, Inc.(CRMcusip79466L302) | 45.3K | All Managers (Combined) | $12.2M | QoQ +3.39% (+$0)YoY +14.05% (+$1) | |
39.6K | All Managers (Combined) | $12.0M | QoQ +7.48% (-$1)YoY +3.71% (-$0) | ||
233.6K | All Managers (Combined) | $11.9M | QoQ +3.62% (-$0)YoY +11.51% (+$1) | ||
56.1K | All Managers (Combined) | $11.9M | QoQ +18.01% (+$2)YoY +8.95% (+$1) | ||
229.5K | All Managers (Combined) | $11.7M | QoQ +5.79% (-$1)YoY -5.35% (-$1) | ||
638.1K | YoY NEW(+638.1K) | All Managers (Combined) | $11.6M | QoQ -13.59% (-$2)YoY NEW(+$12) | |
55.8K | All Managers (Combined) | $11.2M | QoQ -34.19% (-$6)YoY -38.54% (-$7) | ||
247.9K | QoQ NEW(+247.9K) YoY NEW(+247.9K) | All Managers (Combined) | $10.8M | QoQ NEW(+$11) YoY NEW(+$11) | |
115.1K | All Managers (Combined) | $10.5M | QoQ -22.19% (-$3)YoY -29.70% (-$4) | ||
61.0K | All Managers (Combined) | $10.4M | QoQ -3.06% (-$0)YoY -16.59% (-$2) |