CSM Advisors, LLC

CIK 0001863523 · Q2 2026

13F Equity AUM

$4.7M

+15.1% QoQ

Positions

406

-1 QoQ

AUM Rank

#8,465

Top 96%

Skill Alpha (FF)

+0.7%/yr^ns

No Clear Edge

Rank #2,117 · Top 26%

vs S&P +0.6%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 15.3%Top 10: 24.3%Top 20: 35.4%

AAPL4.3%

NVDA3.2%

AMZN2.7%

SPY2.6%

GOOGL2.5%

NDQ2.4%

VUG2.3%

VTV1.7%

CAT1.4%

USB1.3%

Others (396)75.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services30.0%

Technology21.2%

Industrials10.1%

Consumer Cyclical7.5%

Healthcare7.1%

Communication Services6.1%

Energy4.5%

Consumer Defensive3.1%

Other10.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 406Median: 0.13%Avg: 0.25%

0–0.5%

359(46.2%)

0.5–1%

27(18.4%)

1–3%

18(27.9%)

3–5%

2(7.5%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 406vs 20 funds

0%Low

406

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New49Increased160Decreased175Exited50

New Positions

XLV0.7%

+202K

ELV0.6%

+67K

TPR0.4%

+140K

INTU0.4%

+77K

AMAT0.4%

+26K

NTAP0.4%

+110K

MRVL0.2%

+30K

KTB0.2%

+100K

WDC0.1%

+11K

GLW0.1%

+27K

Increased

VUG2.3%

+1.0M(+506%)

OCFC0.3%

+414K(+129%)

CTV0.1%

+257K(+72%)

AAPL4.3%

+215K(+45%)

AMZN2.7%

+214K(+68%)

CRNT0.1%

+211K(+9%)

AVNW0.2%

+193K(+135%)

IWM1.2%

+177K(+5538%)

AEBI SCHMIDT HLDG AG0.2%

+175K(+33%)

AHCO0.2%

+169K(+20%)

Decreased

DNOW0.0%

-772,885(-98%)

HE0.0%

-492,743(-97%)

ACCO0.1%

-447,870(-40%)

PENG0.2%

-424,605(-78%)

EWC0.1%

-368,925(-85%)

CSCO0.8%

-349,999(-51%)

BAND0.1%

-331,065(-76%)

CG0.0%

-268,811(-98%)

QCOM0.0%

-193,620(-95%)

VTWO0.6%

-166,968(-44%)

Exited

-2,591,544

-268,258

-189,900

-1,395,679

-1,174,929

-216,756

-372,851

-990,247

-162,419

-274,136

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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