account_balance

Investment manager · 13F filer · SEC CIK 1863523

CSM Advisors, LLC

Reported value$4.64Bas of Sep 30, 2026
Positions399 29 new, 36 sold out
Top 10 weight24.5%AAPL alone is 4%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AAPL Apple Inc. 3.9% Trimmed −23%NVDA NVIDIA Corp 3.7% Held
QQQ Invesco QQQ Tr 3.0% Added +21%
AMZN Amazon.com Inc 2.7% Trimmed −5%GOOGL Alphabet Inc. 2.4% Held
VUG Vanguard Index Tr 2.3% Trimmed −3%
SPY SPDR S&P 500 ETF Trust 2.1% Trimmed −20%
VTV Vanguard Index Tr 1.7% Trimmed −3%
NSIV Exchange Place Advis 1.5% New
MSFT Microsoft Corp 1.4% Added +2%
NSIG Exchange Place Advis 1.3% New
VZ Verizon Communications Inc 1.3% Added +39%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 14, 2026 filing
add_circleNew
  • NSIV $70.8M
  • NSIG $62.5M
  • EWJ $45.4M
  • SSNC $32.8M
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist