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 5 of 7
78463X509
Shares:79.4K
Value:$3.1M
97717W851
Shares:25.6K
Value:$2.8M
464286806
Shares:70.9K
Value:$2.6M
464286400
Shares:93.7K
Value:$2.4M
46434G780
Shares:100.8K
Value:$2.4M
97717X701
Shares:49.6K
Value:$2.4M
743969685
Shares:56.8K
Value:$2.3M
464286509
Shares:53.6K
Value:$2.2M
949746804
Shares:1.8K
Value:$2.1M
46137V431
Shares:19.1K
Value:$1.9M
78468R853
Shares:40.1K
Value:$1.6M
29875E100
Shares:14.7K
Value:$810.0K
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| 42.7K | QoQ -1.81% (-790)YoY -1.81% (-790) | All Managers (Combined) | $3.2M | QoQ +5.69% (-$0)YoY +0.06% (-$0) | |
(cusip78463X509)✕ | 79.4K | All Managers (Combined) | $3.1M | QoQ +1.19% (-$0)YoY +7.31% (-$0) | |
| 36.1K | All Managers (Combined) | $3.0M | QoQ -64.58% (-$6)YoY -58.70% (-$4) | ||
(cusip97717W851)✕ | 25.6K | All Managers (Combined) | $2.8M | QoQ -0.49% (-$0)YoY +32.36% (+$1) | |
(cusip464286806)✕ | 70.9K | All Managers (Combined) | $2.6M | QoQ +14.67% (-$0)YoY +52.67% (+$1) | |
(cusip464286400)✕ | 93.7K | QoQ NEW(+93.7K) YoY NEW(+93.7K) | All Managers (Combined) | $2.4M | QoQ NEW(+$2) YoY NEW(+$2) |
(cusip46434G780)✕ | 100.8K | QoQ -0.25% (-257)YoY NEW(+100.8K) | All Managers (Combined) | $2.4M | QoQ +8.42% (-$0)YoY NEW(+$2) |
| 20.2K | QoQ -3.89% (-820)YoY -4.12% (-870) | All Managers (Combined) | $2.4M | QoQ -16.26% (-$0)YoY -22.94% (-$1) | |
(cusip97717X701)✕ | 49.6K | All Managers (Combined) | $2.4M | QoQ +8.58% (-$0)YoY +28.29% (+$1) | |
(cusip743969685)✕ | 56.8K | All Managers (Combined) | $2.3M | QoQ -11.07% (-$0)YoY -10.14% (-$0) | |
(cusip464286509)✕ | 53.6K | QoQ 0.00% (+0)YoY NEW(+53.6K) | All Managers (Combined) | $2.2M | QoQ +0.97% (+$0)YoY NEW(+$2) |
(cusip949746804)✕ | 1.8K | All Managers (Combined) | $2.1M | QoQ +0.52% (+$0)YoY -1.59% (-$0) | |
(cusip46137V431)✕ | 19.1K | All Managers (Combined) | $1.9M | QoQ -22.90% (-$1)YoY -24.07% (-$1) | |
(cusip78468R853)✕ | 40.1K | QoQ -1.35% (-552)YoY -1.35% (-552) | All Managers (Combined) | $1.6M | QoQ -10.51% (-$0)YoY -6.62% (-$0) |
BORGWARNER INC(BWAcusip099724106) | 53.4K | All Managers (Combined) | $1.5M | QoQ -12.42% (-$0)YoY +30.23% (+$0) | |
| 17.7K | QoQ NEW(+17.7K) YoY NEW(+17.7K) | All Managers (Combined) | $1.4M | QoQ NEW(+$1) YoY NEW(+$1) | |
| 6.4K | All Managers (Combined) | $1.3M | |||
| 49.4K | All Managers (Combined) | $1.2M | QoQ -14.54% (-$0)YoY -84.05% (-$6) | ||
ELI LILLY & Co(LLYcusip532457108) | 1.0K | QoQ -0.47% (-5) | All Managers (Combined) | $859.0K | QoQ +6.44% (-$0)YoY -18.88% (-$0) |
(cusip29875E100)✕ | 14.7K | All Managers (Combined) | $810.0K | QoQ +2.66% (+$0)YoY -6.14% (-$0) |