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CSM Advisors, LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $4,682,665
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE INC · COMMON · 037833100 · shares: $201,554
- NVIDIA CORP · COMMON · 67066G104 · shares: $151,182
- AMAZON COM INC · COMMON · 023135106 · shares: $125,909
- STATE ST SPDR S&P500 · UNITS SER 1 S&P · 78462F103 · shares: $120,775
- ALPHABET INC · CLASS A · 02079K305 · shares: $114,792
- INVESCO QQQ TR · QQQ TRUST SERIES 1 · 46090E103 · shares: $112,751
- VANGUARD INDEX TR · VM GROWTH ETF · 922908736 · shares: $105,483
- VANGUARD INDEX TR · VM VALUE ETF · 922908744 · shares: $80,000
- CATERPILLAR INC · COMMON · 149123101 · shares: $63,986
- US BANCORP DEL · COMMON · 902973304 · shares: $62,823
Reported holdings
406 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ESSENTIAL PPTYS RLTY | REIT COM | 29670E107 | — | 7,815 shares | $234 |
| AGILENT TECHN INC | COMMON | 00846U101 | — | 1,700 shares | $226 |
| JANUS HENDERSON PLC | ORDINARY SHARES | G4474Y214 | — | 4,190 shares | $218 |
| PUBLIC SVC ENTERPR | COMMON | 744573106 | — | 2,670 shares | $217 |
| DNOW INC | COMMON | 67011P100 | — | 15,360 shares | $199 |
| HAWAIIAN ELEC INDS | COMMON | 419870100 | — | 14,645 shares | $198 |