Institutional Fund
Csm Advisors, LLC
Warrendale, PACIK 18635235 filings on record
Portfolio Value
$4.07M
Q1 2026
Holdings
407
Reported positions
New Buys
53
Opened this quarter
QoQ Change
+10.6%
from $3.68M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation3.0%
- Apple Inc3.0%
- Microsoft Corp2.2%
- Invesco Qqq Tr2.2%
- Vanguard Index Fds2.2%
- Spdr S&P 500 ETF Tr2.1%
- Other85.4%
Portfolio Holdings
407 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 703.0K | $122.6K | 3.0% | +484.1K | Added |
| 2 | Apple Inc | 481.7K | $122.3K | 3.0% | +338.9K | Added |
| 3 | Microsoft Corp | 239.9K | $88.8K | 2.2% | +157.0K | Added |
| 4 | Invesco Qqq Tr | 153.1K | $88.4K | 2.2% | −39.5K | Reduced |
| 5 | Vanguard Index Fds | 202.2K | $88.3K | 2.2% | +682 | Added |
| 6 | Spdr S&P 500 ETF Tr | 129.4K | $84.2K | 2.1% | 0 | Held |
| 7 | Alphabet Inc | 274.6K | $79.0K | 1.9% | +153.7K | Added |
| 8 | Vanguard Index Fds | 367.1K | $72.0K | 1.8% | +105 | Added |
| 9 | Amazon Com Inc | 314.2K | $65.4K | 1.6% | +223.3K | Added |
| 10 | Johnson & Johnson | 222.8K | $54.5K | 1.3% | −33.3K | Reduced |
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