CSM ADVISORS, LLC

Filed: 8/7/2025ACC: 0001863523-25-000009

📋 What this filing means

CSM ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 377 equity positions with a total reported market value of $3.43M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

377

Positions

$3.43M

Total AUM (reported)

72.85M

Total Shares

Allocation by class

COMMON$2.03M59.3%

QQQ TRUST SERIES 1$110.5K3.2%

UNITS SER 1 S&P$105.4K3.1%

CLASS A$96.0K2.8%

GROWTH$88.3K2.6%

COM$74.4K2.2%

VALUE$64.9K1.9%

Portfolio Concentration

Top 3$304.2K8.9%

4–10$359.8K10.5%

11–25$527.9K15.4%

Rest$2.24M65.2%

Top 3 weight

8.9%

Top 10 weight

19.4%

Voting Authority Distribution

Total shares with voting rights: 72.85M

Sole

Full voting authority

49.28M

% of voting shares67.7%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

23.56M

% of voting shares32.3%

Investment Discretion (by position count)

Sole377

Shared0

Other0

Dominant voting typeSole · 67.7% of voting shares

Institutional Holdings377

Rows:

INVESCO QQQ TR

SOLE

QQQ TRUST SERIES 1

Shares200.32K

TypeSH

Market value$110.5K

3.22%

Sole

178.97K

Shared

0.00

None

21.34K

SPDR S&P 500 ETF TR

SOLE

UNITS SER 1 S&P

Shares170.63K

TypeSH

Market value$105.4K

3.08%

Sole

151.54K

Shared

0.00

None

19.09K

VANGUARD INDEX TR

SOLE

GROWTH

Shares201.39K

TypeSH

Market value$88.3K

2.58%

Sole

201.39K

Shared

0.00

None

0.00

VANGUARD INDEX TR

SOLE

VALUE

Shares366.98K

TypeSH

Market value$64.9K

1.89%

Sole

366.98K

Shared

0.00

None

0.00

JPMORGAN CHASE & CO

SOLE

COMMON

Shares217.69K

TypeSH

Market value$63.1K

1.84%

Sole

137.60K

Shared

0.00

None

80.09K

GOLDMAN SACHS GROUP

SOLE

COMMON

Shares75.29K

TypeSH

Market value$53.3K

1.55%

Sole

48.08K

Shared

0.00

None

27.21K

ALPHABET INC

SOLE

CLASS A

Shares275.04K

TypeSH

Market value$48.5K

1.41%

Sole

137.77K

Shared

0.00

None

137.27K

NORTH SQ INVSTMNTS T

SOLE

DYNAMIC SMCP I

Shares3.02M

TypeSH

Market value$43.9K

1.28%

Sole

3.02M

Shared

0.00

None

0.00

MICROSOFT CORP

SOLE

COMMON

Shares87.09K

TypeSH

Market value$43.3K

1.26%

Sole

77.57K

Shared

0.00

None

9.52K

ISHARES INC

SOLE

MSCI EUROZONE

Shares720.60K

TypeSH

Market value$42.8K

1.25%

Sole

720.60K

Shared

0.00

None

0.00

CISCO SYSTEMS INC

SOLE

COMMON

Shares600.53K

TypeSH

Market value$41.7K

1.22%

Sole

288.69K

Shared

0.00

None

311.85K

BANK OF NEW YORK MEL

SOLE

COMMON

Shares425.01K

TypeSH

Market value$38.7K

1.13%

Sole

203.63K

Shared

0.00

None

221.38K

DUKE ENERGY CORP

SOLE

COMMON

Shares327.63K

TypeSH

Market value$38.7K

1.13%

Sole

139.88K

Shared

0.00

None

187.75K

VERIZON COMMUNICATIO

SOLE

COMMON

Shares885.57K

TypeSH

Market value$38.3K

1.12%

Sole

373.81K

Shared

0.00

None

511.75K

APPLE INC

SOLE

COMMON

Shares180.96K

TypeSH

Market value$37.1K

1.08%

Sole

162.22K

Shared

0.00

None

18.74K

CITIGROUP INC

SOLE

COMMON

Shares433.16K

TypeSH

Market value$36.9K

1.08%

Sole

185.62K

Shared

0.00

None

247.54K

SELECT SECTOR SPDR

SOLE

AMEX FINANCIAL INDEX

Shares688.90K

TypeSH

Market value$36.1K

1.05%

Sole

688.90K

Shared

0.00

None

0.00

HARTFORD INSURANCE

SOLE

COMMON

Shares278.87K

TypeSH

Market value$35.4K

1.03%

Sole

119.75K

Shared

0.00

None

159.12K

CATERPILLAR INC

SOLE

COMMON

Shares89.33K

TypeSH

Market value$34.7K

1.01%

Sole

50.77K

Shared

0.00

None

38.55K

CUMMINS INC

SOLE

COMMON

Shares103.11K

TypeSH

Market value$33.8K

0.99%

Sole

43.66K

Shared

0.00

None

59.45K

ORACLE CORP

SOLE

COMMON

Shares153.88K

TypeSH

Market value$33.6K

0.98%

Sole

113.58K

Shared

0.00

None

40.30K

SYNCHRONY FINL

SOLE

COMMON

Shares470.32K

TypeSH

Market value$31.4K

0.92%

Sole

194.66K

Shared

0.00

None

275.66K

US BANCORP DEL

SOLE

COMMON

Shares688.29K

TypeSH

Market value$31.1K

0.91%

Sole

293.92K

Shared

0.00

None

394.38K

ISHARES MSCI

SOLE

INDIA INDEX FUND

Shares544.59K

TypeSH

Market value$30.3K

0.88%

Sole

544.59K

Shared

0.00

None

0.00

INTL BUSINESS MCHN

SOLE

COMMON

Shares102.35K

TypeSH

Market value$30.2K

0.88%

Sole

43.08K

Shared

0.00

None

59.27K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
INVESCO QQQ TRSOLE	QQQ TRUST SERIES 1	200.32K	SH	$110.5K 3.22%	178.97K	21.34K
SPDR S&P 500 ETF TRSOLE	UNITS SER 1 S&P	170.63K	SH	$105.4K 3.08%	151.54K	19.09K
VANGUARD INDEX TRSOLE	GROWTH	201.39K	SH	$88.3K 2.58%	201.39K	0.00
VANGUARD INDEX TRSOLE	VALUE	366.98K	SH	$64.9K 1.89%	366.98K	0.00
JPMORGAN CHASE & COSOLE	COMMON	217.69K	SH	$63.1K 1.84%	137.60K	80.09K
GOLDMAN SACHS GROUPSOLE	COMMON	75.29K	SH	$53.3K 1.55%	48.08K	27.21K
ALPHABET INCSOLE	CLASS A	275.04K	SH	$48.5K 1.41%	137.77K	137.27K
NORTH SQ INVSTMNTS TSOLE	DYNAMIC SMCP I	3.02M	SH	$43.9K 1.28%	3.02M	0.00
MICROSOFT CORPSOLE	COMMON	87.09K	SH	$43.3K 1.26%	77.57K	9.52K
ISHARES INCSOLE	MSCI EUROZONE	720.60K	SH	$42.8K 1.25%	720.60K	0.00
CISCO SYSTEMS INCSOLE	COMMON	600.53K	SH	$41.7K 1.22%	288.69K	311.85K
BANK OF NEW YORK MELSOLE	COMMON	425.01K	SH	$38.7K 1.13%	203.63K	221.38K
DUKE ENERGY CORPSOLE	COMMON	327.63K	SH	$38.7K 1.13%	139.88K	187.75K
VERIZON COMMUNICATIOSOLE	COMMON	885.57K	SH	$38.3K 1.12%	373.81K	511.75K
APPLE INCSOLE	COMMON	180.96K	SH	$37.1K 1.08%	162.22K	18.74K
CITIGROUP INCSOLE	COMMON	433.16K	SH	$36.9K 1.08%	185.62K	247.54K
SELECT SECTOR SPDRSOLE	AMEX FINANCIAL INDEX	688.90K	SH	$36.1K 1.05%	688.90K	0.00
HARTFORD INSURANCESOLE	COMMON	278.87K	SH	$35.4K 1.03%	119.75K	159.12K
CATERPILLAR INCSOLE	COMMON	89.33K	SH	$34.7K 1.01%	50.77K	38.55K
CUMMINS INCSOLE	COMMON	103.11K	SH	$33.8K 0.99%	43.66K	59.45K
ORACLE CORPSOLE	COMMON	153.88K	SH	$33.6K 0.98%	113.58K	40.30K
SYNCHRONY FINLSOLE	COMMON	470.32K	SH	$31.4K 0.92%	194.66K	275.66K
US BANCORP DELSOLE	COMMON	688.29K	SH	$31.1K 0.91%	293.92K	394.38K
ISHARES MSCISOLE	INDIA INDEX FUND	544.59K	SH	$30.3K 0.88%	544.59K	0.00
INTL BUSINESS MCHNSOLE	COMMON	102.35K	SH	$30.2K 0.88%	43.08K	59.27K

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