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:

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STRYKER CORP

SYK|863667101

Shares:560

Value:$208.0K

% of Portfolio:16.1% ($208.0K/$1.3M)

922042775

VEU|922042775

Shares:3.4K

Value:$203.0K

% of Portfolio:15.7% ($203.0K/$1.3M)

Verisk Analytics, Inc.

VRSK|92345Y106

Shares:680

Value:$203.0K

% of Portfolio:15.7% ($203.0K/$1.3M)

KLA CORP

KLAC|482480100

Shares:296

Value:$200.0K

% of Portfolio:15.5% ($200.0K/$1.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
STRYKER CORP(SYKcusip863667101)	560	QoQ 0.00% (+0) YoY NEW(+560)	All Managers (Combined)	$208.0K	16.1% ($208.0K/$1.3M)	QoQ +2.97% (+$0) YoY NEW(+$0)
(VEUcusip922042775)	3.4K	QoQ NEW(+3.4K) YoY -92.27% (-40.0K)	All Managers (Combined)	$203.0K	15.7% ($203.0K/$1.3M)	QoQ NEW(+$0) YoY -92.01% (-$2)
Verisk Analytics, Inc.(VRSKcusip92345Y106)	680	QoQ NEW(+680) YoY NEW(+680)	All Managers (Combined)	$203.0K	15.7% ($203.0K/$1.3M)	QoQ NEW(+$0) YoY NEW(+$0)
KLA CORP(KLACcusip482480100)	296	QoQ NEW(+296) YoY +2.06% (-6)	All Managers (Combined)	$200.0K	15.5% ($200.0K/$1.3M)	QoQ NEW(+$0) YoY -0.49% (-$0)