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 6 of 7
46138E511
Shares:61.7K
Value:$692.0K
38144N593
Shares:48.2K
Value:$631.0K
92828W825
Shares:28.1K
Value:$561.0K
77956H864
Shares:15.5K
Value:$540.0K
26922A198
Shares:25.0K
Value:$505.0K
37954Y657
Shares:26.1K
Value:$497.0K
857477855
Shares:20.1K
Value:$454.0K
45956T402
Shares:10.2K
Value:$391.0K
413838822
Shares:15.8K
Value:$380.0K
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| 4.5K | All Managers (Combined) | $771.0K | QoQ -1.15% (-$0)YoY +2.25% (+$0) | ||
(cusip46138E511)✕ | 61.7K | All Managers (Combined) | $692.0K | QoQ -2.67% (-$0)YoY -5.59% (-$0) | |
(cusip38144N593)✕ | 48.2K | All Managers (Combined) | $631.0K | QoQ +6.94% (+$0)YoY +0.63% (+$0) | |
(cusip92828W825)✕ | 28.1K | All Managers (Combined) | $561.0K | QoQ +6.85% (+$0)YoY +10.43% (+$0) | |
(cusip77956H864)✕ | 15.5K | All Managers (Combined) | $540.0K | QoQ +2.66% (+$0)YoY +1.12% (+$0) | |
(cusip26922A198)✕ | 25.0K | All Managers (Combined) | $505.0K | QoQ -1.75% (-$0)YoY -4.53% (-$0) | |
(cusip37954Y657)✕ | 26.1K | All Managers (Combined) | $497.0K | QoQ -2.35% (-$0)YoY -5.51% (-$0) | |
| 1.3K | QoQ -0.37% (-5) | All Managers (Combined) | $466.0K | QoQ +11.21% (-$0)YoY +85.65% (+$0) | |
(cusip857477855)✕ | 20.1K | All Managers (Combined) | $454.0K | QoQ -3.81% (-$0)YoY -7.72% (-$0) | |
Tesla, Inc.(TSLAcusip88160R101) | 1.5K | YoY NEW(+1.5K) | All Managers (Combined) | $393.0K | QoQ +22.04% (+$0)YoY NEW(+$0) |
(cusip45956T402)✕ | 10.2K | All Managers (Combined) | $391.0K | QoQ +7.12% (+$0)YoY +1.55% (+$0) | |
| 746 | QoQ -0.66% (-5) | All Managers (Combined) | $390.0K | QoQ +2.90% (-$0)YoY +58.53% (+$0) | |
(cusip413838822)✕ | 15.8K | All Managers (Combined) | $380.0K | QoQ +8.57% (+$0)YoY +9.19% (+$0) | |
NETFLIX INC(NFLXcusip64110L106) | 383 | QoQ -1.28% (-5)YoY NEW(+383) | All Managers (Combined) | $357.0K | QoQ +3.47% (-$0)YoY NEW(+$0) |
Mastercard Inc(MAcusip57636Q104) | 646 | QoQ -0.76% (-5) | All Managers (Combined) | $353.0K | QoQ +3.21% (-$0)YoY +68.09% (+$0) |
| 225 | QoQ 0.00% (+0)YoY NEW(+225) | All Managers (Combined) | $322.0K | QoQ +20.14% (+$0)YoY NEW(+$0) | |
| 303 | QoQ 0.00% (+0)YoY NEW(+303) | All Managers (Combined) | $286.0K | QoQ +3.24% (+$0)YoY NEW(+$0) | |
| 2.4K | All Managers (Combined) | $272.0K | QoQ +1.11% (+$0)YoY -1.09% (-$0) | ||
ECOLAB INC.(ECLcusip278865100) | 942 | QoQ 0.00% (+0)YoY NEW(+942) | All Managers (Combined) | $240.0K | QoQ +8.10% (+$0)YoY NEW(+$0) |
| 159 | QoQ -26.38% (-57)YoY NEW(+159) | All Managers (Combined) | $219.0K | QoQ -20.07% (-$0)YoY NEW(+$0) |