Fund HoldingsCSM Advisors, LLC

Total Portfolio Value
$4.07M
Total Bought
$939.6K
Total Sold
$614.3K
Net Transaction
+$325.3K
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
APPLE INC(AAPL)142,832481,731+338,899391223.00%+83
NVIDIA CORP(NVDA)218,871702,962+484,091411233.01%+82
MICROSOFT CORP(MSFT)0239,938+239,9380892.18%+89
AMAZON COM INC(AMZN)90,862314,189+223,32721651.61%+44
ALPHABET INC(GOOG)120,972274,645+153,67338791.94%+41
BROADCOM INC(AVGO)54,963161,974+107,01119501.23%+31
TESLA INC(TSLA)16,67692,563+75,8877340.85%+27
NEXTERA ENERGY INC(NEE)0273,465+273,4650250.62%+25
KLA CORPORATION(KLAC)017,150+17,1500250.62%+25
NETFLIX INC(NFLX)0244,012+244,0120230.58%+23
VALERO ENERGY CORP(VLO)075,882+75,8820190.46%+19
ARM HOLDINGS PLC0111,709+111,7090170.42%+17
MERCADOLIBRE INC(MELI)08,052+8,0520140.34%+14
VISA INC(V)061,502+61,5020190.46%+19
GE AEROSPACE(GE)045,394+45,3940130.32%+13
LILLY ELI & CO(LLY)13,13929,088+15,94914270.66%+13
COSTCO WHSL CORP(COST)015,816+15,8160160.39%+16
ADV MICRO DEVICES(AMD)065,758+65,7580130.33%+13
MASTERCARD INC(MA)030,060+30,0600150.37%+15
VERIZON COMMUNICATIO(VZ)0787,922+787,9220400.97%+40
WALMART INC(WMT)089,344+89,3440110.27%+11
LAM RESEARCH CORPORA(LRCX)041,901+41,901090.22%+9
MICRON TECHNOLOGY(MU)67,34182,380+15,03919280.68%+9
PALANTIR TECH INC(PLTR)078,528+78,5280110.28%+11
CATERPILLAR INC(CAT)72,85270,632-2,22042501.23%+8
NETSCOUT SYS INC(NTCT)242,827460,316+217,4897150.36%+8
GE VERNOVA INC(GEV)3,92211,566+7,6443100.25%+8
TEREX CORP(TEX)127,540235,758+108,2187140.34%+7
CENTRAL GARDEN&PET(CENT)0180,060+180,060070.16%+7
TALOS ENERGY INC(TALO)0664,781+664,7810100.26%+10
AGNICO EAGLE MINES(AEM)030,000+30,000060.15%+6
VANGUARD WHITEHALL064,020+64,020060.15%+6
CHENIERE ENERGY INC(LNG)021,014+21,014060.15%+6
EOG RESOURCES INC(EOG)0249,841+249,8410360.89%+36
CONSTELLATION ENERGY(CEG)020,995+20,995060.14%+6
RYERSON HOLDING CO(RYZ)0256,043+256,043060.14%+6
NATIONAL FUEL GAS CO(NFG)057,694+57,694050.13%+5
BOOKING HLDGS INC(BKNG)01,271+1,271050.13%+5
NEBIUS GROUP N V(NBIS)050,000+50,000050.13%+5
WELLTOWER OP INC(WELL)025,121+25,121050.12%+5
VERTEX PHARMA(VRTX)010,838+10,838050.12%+5
AMPHENOL CORPORATION037,729+37,729050.12%+5
TAYLOR MORRISON HO(TMHC)081,643+81,643050.12%+5
INTERACTIVE BROKERS(IBKR)069,834+69,834050.12%+5
CADENCE DESIGN SYS(CDNS)016,770+16,770050.11%+5
PALO ALTO NETWORKS(PANW)028,000+28,000040.11%+4
ISHARES INC074,684+74,684040.11%+4
CAMECO CORP(CCJ)040,049+40,049040.11%+4
INTUITIVE SURGIC INC014,367+14,367070.16%+7
ARISTA NETWORKS IN(ANET)034,918+34,918040.11%+4
MCKESSON CORP(MCK)04,921+4,921040.10%+4
ORACLE CORP(ORCL)058,109+58,109090.21%+9
NEWMARK GROUP INC(NMRK)0325,176+325,176050.12%+5
RALLIANT CORP(RAL)099,009+99,009040.10%+4
CHEVRON CORP(CVX)0209,973+209,9730431.07%+43
SM ENERGY COMPANY(SM)0259,682+259,682080.20%+8
WHEATON PRECIOUS MTL(WPM)030,000+30,000040.10%+4
UBER TECHNOLOGIES(UBER)28,24086,549+58,309260.15%+4
COHERENT CORP(COHR)6,84721,712+14,865150.13%+4
BOSTON SCIENTIFIC(BSX)059,638+59,638040.09%+4
SALLY BEAUTY HLDGS0681,647+681,647090.23%+9
VAALCO ENERGY INC01,221,296+1,221,296080.19%+8
SHOPIFY INC(SHOP)8,10341,171+33,068150.12%+4
AMERICAN ASSETS TR0193,026+193,026040.09%+4
ENTERPRISE FINL SVCS(EFSC)076,007+76,007040.10%+4
TRANE TECHNOLOGI PLC(TT)08,345+8,345030.09%+3
COEUR MINING INC(CDE)0216,564+216,564040.10%+4
HOWMET AEROSPACE INC(HWM)014,755+14,755030.08%+3
OREILLY AUTOMOTIVE I(ORLY)036,885+36,885030.08%+3
CHORD ENERGY CORP(CHRD)023,307+23,307030.08%+3
SCHWAB CHARLES CORP(SCHW)034,879+34,879030.08%+3
AVIAT NETWORKS INC0142,955+142,955030.08%+3
TERADATA CORP(TDC)0124,085+124,085030.08%+3
ROBINHOOD MARKETS IN(HOOD)056,508+56,508040.10%+4
ORION S.A.0716,574+716,574050.11%+5
GILEAD SCIENCES INC(GILD)031,262+31,262040.11%+4
MINERALS TECHNOLOGS(MTX)189,719205,574+15,85512150.36%+3
HILTON WRLDWDE HLDGS(HLT)09,861+9,861030.07%+3
EVERPURE INC(P)050,000+50,000030.07%+3
ADVANCE AUTO PARTS(AAP)0100,576+100,576050.13%+5
SHELL PLC(SHEL)404,142349,210-54,93230320.80%+3
KOPPERS HOLDINGS(KOP)0194,555+194,555080.18%+8
ABBVIE INC(ABBV)108,226126,020+17,79425270.67%+3
DUKE ENERGY CORP(DUK)0218,853+218,8530290.70%+29
BROOKFIELD CORP(BN)065,000+65,000030.06%+3
MITEK SYS INC0643,345+643,345090.21%+9
ROYAL CARIBBEAN
COM
09,349+9,349030.06%+3
AVNET INC0140,873+140,873090.21%+9
MURPHY OIL CORP(MUR)0246,647+246,6470100.25%+10
STONEX GROUP INC(SNEX)0106,560+106,560090.21%+9
ADAPTHEALTH CORP(AHCO)0857,512+857,5120100.25%+10
BANDWIDTH INC(BAND)345,813433,988+88,175580.19%+2
TEEKAY TANKERS LTD(TNK)084,424+84,424060.15%+6
VERTIV HOLDINGS LLC(VRT)013,237+13,237030.08%+3
SERVICENOW INC(NOW)039,111+39,111040.10%+4
ANI PHARMACEUTICALS(ANIP)028,314+28,314020.05%+2
VANGUARD SCOTTSDAL
VNG RUS2000IDX
361,752379,911+18,15936380.94%+2
MONSTER BEVERAGE CRP(MNST)027,957+27,957020.05%+2
INNOVEX INTERNATIONA(INVX)080,479+80,479020.05%+2
SCIENCE APLCTNS INTL(SAIC)057,256+57,256050.13%+5
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