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

SEC FilingSEC DataHachi Filing

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% identified

91 identified33 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

124 positions • $1.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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03073E105

Shares:25.3K

Value:$7.0M

% of Portfolio:545.0% ($7.0M/$1.3M)

DEERE & CO

DE|244199105

Shares:14.6K

Value:$6.8M

% of Portfolio:529.6% ($6.8M/$1.3M)

STARBUCKS CORP

SBUX|855244109

Shares:69.7K

Value:$6.8M

% of Portfolio:528.6% ($6.8M/$1.3M)

Merck & Co., Inc.

MRK|58933Y105

Shares:73.5K

Value:$6.6M

% of Portfolio:510.2% ($6.6M/$1.3M)

CF Industries Holdings, Inc.

CF|125269100

Shares:83.6K

Value:$6.5M

% of Portfolio:505.3% ($6.5M/$1.3M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:58.3K

Value:$6.5M

% of Portfolio:504.7% ($6.5M/$1.3M)

Alphabet Inc.

GOOGL|02079K305

Shares:42.1K

Value:$6.5M

% of Portfolio:502.9% ($6.5M/$1.3M)

HUMANA INC

HUM|444859102

Shares:23.9K

Value:$6.3M

% of Portfolio:489.6% ($6.3M/$1.3M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:18.9K

Value:$5.1M

% of Portfolio:392.1% ($5.1M/$1.3M)

301471108

Shares:200.0K

Value:$5.0M

% of Portfolio:387.0% ($5.0M/$1.3M)

921908844

VIG|921908844

Shares:21.9K

Value:$4.2M

% of Portfolio:328.5% ($4.2M/$1.3M)

AMGEN INC

AMGN|031162100

Shares:12.7K

Value:$4.0M

% of Portfolio:306.2% ($4.0M/$1.3M)

922908611

VBR|922908611

Shares:20.8K

Value:$3.9M

% of Portfolio:300.2% ($3.9M/$1.3M)

BIOGEN INC.

BIIB|09062X103

Shares:27.9K

Value:$3.8M

% of Portfolio:294.9% ($3.8M/$1.3M)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:99.7K

Value:$3.8M

% of Portfolio:291.8% ($3.8M/$1.3M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:60.8K

Value:$3.8M

% of Portfolio:290.1% ($3.8M/$1.3M)

Philip Morris International Inc.

PM|718172109

Shares:23.3K

Value:$3.7M

% of Portfolio:286.2% ($3.7M/$1.3M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:49.4K

Value:$3.5M

% of Portfolio:270.8% ($3.5M/$1.3M)

233051630

Shares:126.0K

Value:$3.4M

% of Portfolio:264.5% ($3.4M/$1.3M)

46435G334

Shares:90.3K

Value:$3.4M

% of Portfolio:261.7% ($3.4M/$1.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip03073E105)✕	25.3K	QoQ -4.77% (-1.3K) YoY -3.23% (-847)	All Managers (Combined)	$7.0M	545.0% ($7.0M/$1.3M)	QoQ +17.82% (-$1) YoY +10.69% (-$1)
DEERE & CO(DEcusip244199105)	14.6K	QoQ -56.64% (-19.1K) YoY -40.92% (-10.1K)	All Managers (Combined)	$6.8M	529.6% ($6.8M/$1.3M)	QoQ -51.97% (-$7) YoY -32.48% (-$3)
STARBUCKS CORP(SBUXcusip855244109)	69.7K	QoQ -1.65% (-1.2K) YoY -11.33% (-8.9K)	All Managers (Combined)	$6.8M	528.6% ($6.8M/$1.3M)	QoQ +5.68% (-$0) YoY -4.85% (-$0)
Merck & Co., Inc.(MRKcusip58933Y105)	73.5K	QoQ -1.50% (-1.1K) YoY -13.30% (-11.3K)	All Managers (Combined)	$6.6M	510.2% ($6.6M/$1.3M)	QoQ -11.15% (-$1) YoY -41.05% (-$5)
CF Industries Holdings, Inc.(CFcusip125269100)	83.6K	QoQ -0.29% (-250) YoY NEW(+83.6K)	All Managers (Combined)	$6.5M	505.3% ($6.5M/$1.3M)	QoQ -8.67% (-$1) YoY NEW(+$7)
GILEAD SCIENCES, INC.(GILDcusip375558103)	58.3K	QoQ -1.27% (-750) YoY -14.67% (-10.0K)	All Managers (Combined)	$6.5M	504.7% ($6.5M/$1.3M)	QoQ +19.80% (-$1) YoY +30.48% (-$2)
Alphabet Inc.(GOOGLcusip02079K305)	42.1K	QoQ -2.05% (-885) YoY -27.54% (-16.0K)	All Managers (Combined)	$6.5M	502.9% ($6.5M/$1.3M)	QoQ -20.04% (-$2) YoY -25.80% (-$2)
HUMANA INC(HUMcusip444859102)	23.9K	QoQ -1.11% (-270) YoY -7.86% (-2.0K)	All Managers (Combined)	$6.3M	489.6% ($6.3M/$1.3M)	QoQ +3.16% (-$0) YoY -29.63% (-$3)
AMERICAN EXPRESS CO(AXPcusip025816109)	18.9K	QoQ -4.91% (-975) YoY -3.35% (-655)	All Managers (Combined)	$5.1M	392.1% ($5.1M/$1.3M)	QoQ -13.84% (-$1) YoY +14.21% (-$1)
(cusip301471108)✕	200.0K	QoQ 0.00% (-0) YoY NEW(+200.0K)	All Managers (Combined)	$5.0M	387.0% ($5.0M/$1.3M)	QoQ -0.17% (-$0) YoY NEW(+$5)
(VIGcusip921908844)	21.9K	QoQ 0.00% (-0) YoY -18.08% (-4.8K)	All Managers (Combined)	$4.2M	328.5% ($4.2M/$1.3M)	QoQ -0.95% (-$0) YoY -12.98% (-$1)
AMGEN INC(AMGNcusip031162100)	12.7K	QoQ -2.94% (-385) YoY +33.54% (+3.2K)	All Managers (Combined)	$4.0M	306.2% ($4.0M/$1.3M)	QoQ +16.09% (-$1) YoY +46.44% (+$1)
(VBRcusip922908611)	20.8K	QoQ -13.15% (-3.2K) YoY -2.19% (-467)	All Managers (Combined)	$3.9M	300.2% ($3.9M/$1.3M)	QoQ -18.42% (-$1) YoY -5.03% (-$0)
BIOGEN INC.(BIIBcusip09062X103)	27.9K	QoQ -1.06% (-300) YoY -1.93% (-550)	All Managers (Combined)	$3.8M	294.9% ($3.8M/$1.3M)	QoQ -11.36% (-$0) YoY -37.74% (-$2)
FREEPORT-MCMORAN INC(FCXcusip35671D857)	99.7K	QoQ -3.36% (-3.5K) YoY -33.36% (-49.9K)	All Managers (Combined)	$3.8M	291.8% ($3.8M/$1.3M)	QoQ -3.94% (-$0) YoY -46.36% (-$3)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	60.8K	QoQ +91.79% (+29.1K) YoY +100.33% (+30.4K)	All Managers (Combined)	$3.8M	290.1% ($3.8M/$1.3M)	QoQ +100.00% (+$2) YoY +147.82% (+$2)
Philip Morris International Inc.(PMcusip718172109)	23.3K	QoQ -3.71% (-900) YoY -3.72% (-902)	All Managers (Combined)	$3.7M	286.2% ($3.7M/$1.3M)	QoQ +27.00% (-$1) YoY +67.01% (-$1)
NEXTERA ENERGY INC(NEEcusip65339F101)	49.4K	QoQ -3.66% (-1.9K) YoY -2.25% (-1.1K)	All Managers (Combined)	$3.5M	270.8% ($3.5M/$1.3M)	QoQ -4.75% (-$0) YoY +8.35% (-$0)
(cusip233051630)✕	126.0K	QoQ -0.84% (-1.1K) YoY +35.11% (+32.8K)	All Managers (Combined)	$3.4M	264.5% ($3.4M/$1.3M)	QoQ +10.85% (-$0) YoY +48.73% (+$1)
(cusip46435G334)✕	90.3K	QoQ -0.68% (-626) YoY +35.74% (+23.8K)	All Managers (Combined)	$3.4M	261.7% ($3.4M/$1.3M)	QoQ +9.83% (-$0) YoY +48.74% (+$1)