CSM Advisors, LLC Q4 2025 Filing

Filed February 11, 2026

Portfolio Value

$3.7B

Holdings

399

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (399 positions)

#StockSharesValue% PortfolioType
1
NDQINVESCO QQQ TR
192,578$118.3M3.21%
2
VUGVANGUARD INDEX TR
201,497$98.3M2.67%
3
SPYSTATE ST SPDR S&P500
129,440$88.3M2.40%
4
VTVVANGUARD INDEX TR
366,983$70.1M1.90%
5
GOOGALPHABET INC
214,108$67.2M1.83%
6
USBUS BANCORP DEL
1,137,327$60.7M1.65%
7
IWMISHARES
232,200$57.2M1.55%
8
JPMJPMORGAN CHASE & CO
167,471$54.0M1.47%
9
HIGHARTFORD INSURANCE
388,721$53.6M1.46%
10
JNJJOHNSON & JOHNSON
256,040$53.0M1.44%
11
CMICUMMINS INC
103,024$52.6M1.43%
12
CSCOCISCO SYSTEMS INC
663,396$51.1M1.39%
13
EZUISHARES INC
720,600$46.2M1.25%
14
TRVCCITIGROUP INC
395,245$46.1M1.25%
15
ORSIXNORTH SQ INVSTMNTS T
2,702,801$43.8M1.19%
16
DALDELTA AIR LINES
629,101$43.7M1.19%
17
SYFSYNCHRONY FINL
522,006$43.5M1.18%
18
BKBANK OF NEW YORK MEL
367,370$42.7M1.16%
19
CATCATERPILLAR INC
72,852$41.7M1.13%
20
NVDANVIDIA CORP
218,871$40.8M1.11%
21
MSFTMICROSOFT CORP
82,944$40.1M1.09%
22
QCOMQUALCOMM INC
233,324$39.9M1.08%
23
CVXCHEVRON CORP
258,093$39.3M1.07%
24
AAPLAPPLE INC
142,832$38.8M1.05%
25
GOOGLALPHABET INC
120,972$37.9M1.03%
26
GSGOLDMAN SACHS GROUP
43,052$37.8M1.03%
27
IBMINTL BUSINESS MCHN
123,436$36.6M0.99%
28
VTWOVANGUARD SCOTTSDAL
361,752$36.0M0.98%
29
GMGENERAL MOTORS CO
398,793$32.4M0.88%
30
MOALTRIA GROUP INC
558,162$32.2M0.87%
31
A4SAMERIPRISE FINANCIAL
64,592$31.7M0.86%
32
BACVERIZON COMMUNICATIO
748,783$30.5M0.83%
33
EOGEOG RESOURCES INC
287,433$30.2M0.82%
34
MDTMEDTRONIC PLC
309,523$29.7M0.81%
35
SHELSHELL PLC
404,142$29.7M0.81%
36
NUENUCOR CORP
168,001$27.4M0.74%
37
SPGSIMON PPTY INC
147,723$27.3M0.74%
38
URIUNITED RENTALS INC
32,667$26.4M0.72%
39
DUKDUKE ENERGY CORP
221,722$26.0M0.71%
40
LOWLOWES CO
103,316$24.9M0.68%
41
ABBVABBVIE INC
108,226$24.7M0.67%
42
LNCLINCOLN NATL CORP
528,853$23.5M0.64%
43
CCEPCOCA-COLA EUROPACI
258,139$23.4M0.64%
44
EWCISHARES INC
433,481$23.4M0.64%
45
CFCF INDUSTRIES HLDGS
296,637$22.9M0.62%
46
FOXAFOX CORPORATION
312,740$22.9M0.62%
47
IEIISHARES
189,900$22.7M0.62%
48
APTVAPTIV PLC
296,262$22.5M0.61%
49
ZMZOOM COMMUNICATIONS
260,828$22.5M0.61%
50
PFEPFIZER INC
881,206$21.9M0.60%
51
TMUST-MOBILE US INC
107,493$21.8M0.59%
52
CITHE CIGNA GROUP
77,248$21.3M0.58%
53
ADVGXNORTH SQ INVSTMNTS T
1,593,529$21.1M0.57%
54
AMZNAMAZON COM INC
90,862$21.0M0.57%
55
SNYSANOFI
420,004$20.4M0.55%
56
DGDOLLAR GEN CORP
152,654$20.3M0.55%
57
GDGENERAL DYNAMICS
59,632$20.1M0.55%
58
MUMICRON TECHNOLOGY
67,341$19.2M0.52%
59
VEAVANGUARD TAX MANAGED
307,525$19.2M0.52%
60
AVGOBROADCOM INC
54,963$19.0M0.52%
61
EXEEXPAND ENERGY CORP
169,568$18.7M0.51%
62
CGCARLYLE GROUP INC
308,727$18.3M0.50%
63
WPCWP CAREY INC
278,779$17.9M0.49%
64
METAMETA PLATFORMS INC
26,943$17.8M0.48%
65
VXUSVANGUARD STAR FUND
234,889$17.7M0.48%
66
VICIVICI PPTYS INC
594,417$16.7M0.45%
67
RTXRTX CORPORATION
86,501$15.9M0.43%
68
EIXEDISON INTL
262,999$15.8M0.43%
69
GSLGLOBAL SHIP LEASE
446,060$15.6M0.42%
70
DGXQUEST DIAGNOSTICS
88,713$15.4M0.42%
71
TSNTYSON FOODS INC
257,007$15.1M0.41%
72
NKMCXNORTH SQUARE INVESTM
1,174,929$15.1M0.41%
73
SPYMSPDR SERIES TRUST
185,083$14.8M0.40%
74
LLYLILLY ELI & CO
13,139$14.1M0.38%
75
HCSGHEALTHCARE SVCS GRP
719,093$13.7M0.37%
76
AESAES CORP
925,035$13.3M0.36%
77
EFVISHARES
181,057$12.9M0.35%
78
GDXVANECK ETF TRUST
147,300$12.6M0.34%
79
VOOVANGUARD INDEX FDS
19,669$12.3M0.34%
80
KRKROGER CO
188,922$11.8M0.32%
81
MTXMINERALS TECHNOLOGS
189,719$11.6M0.31%
82
VBVANGUARD INDEX TR
43,102$11.1M0.30%
83
NEMNEWMONT CORPORATION
108,931$10.9M0.30%
84
WCPWHITECAP RESOURCES
1,272,623$10.7M0.29%
85
HWCHANCOCK WHITNEY CORP
166,404$10.6M0.29%
86
ENSENERSYS
67,841$10.0M0.27%
87
DNOWDNOW INC
718,348$9.5M0.26%
88
OFGOFG BANCORP
222,700$9.1M0.25%
89
ABXABACUS GLOBAL MGMT
1,048,012$9.0M0.24%
90
CENXCENTURY ALUM CO
224,180$8.8M0.24%
91
PENGPENGUIN SOLUTIONS IN
446,669$8.7M0.24%
92
CATYCATHAY GEN BANCORP
179,883$8.7M0.24%
93
SPDWS&P WRLD EX US
187,025$8.3M0.23%
94
51AAMERICAN PUBLIC EDU
218,045$8.2M0.22%
95
NWPXNWPX INFRASTRUCTURE
130,920$8.2M0.22%
96
SNCYSUN COUNTRY AIRLINES
567,512$8.2M0.22%
97
IBOCINTL BANCSHARES CORP
120,047$8.0M0.22%
98
WSRWHITESTONE REIT
571,315$7.9M0.22%
99
EBAEBAY INC
90,750$7.9M0.21%
100
ABCBAMERIS BANCORP
106,319$7.9M0.21%
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