AiSiWhale

AI & tech investing

CSM Advisors, LLC

CIK 1863523

13F filing for Q2 2026・No. 953

Holdings
US$4.68B
Quarter change
+US$612.96M
Entries
406
Net bought (estimate)
+US$96.82M

This quarter was filed in thousands of dollars (dollars are required since 2023); multiplied by 1,000 here.

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 49
  • Sold out 50
  • Cut 175
  • Added 160
  • Corporate actions 0
  • Unchanged 22

Largest holdings

406 stocks worth US$4.68B, options and bonds left out.

StockThis quarterValueWeight
AAPLAppleCOMMONAddedUS$201.55M4.30%
NVDANvidiaCOMMONAddedUS$151.18M3.23%
AMZNAmazonCOMMONAddedUS$125.91M2.69%
SPYSTATE ST SPDR S&P500UNITS SER 1 S&PAddedUS$120.78M2.58%
GOOGLAlphabetCLASS AAddedUS$114.79M2.45%
QQQInvesco QQQQQQ TRUST SERIES 1UnchangedUS$112.75M2.41%
VUGVANGUARD INDEX TRVM GROWTH ETFAddedSplit 6:1US$105.48M2.25%
VANGUARD INDEX TRVM VALUE ETFUnchangedUS$80M1.71%
CATCATERPILLAR INCCOMMONCutUS$63.99M1.37%
USBUS BANCORP DELCOMMONCutUS$62.82M1.34%

Sign in (free) to see its 50 largest holdings and its trades. Sign in

Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

Like what you read? Support the site.

Buy me a coffee (opens in a new tab)

Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.