Fund HoldingsCSM Advisors, LLC

Total Portfolio Value
$3.43M
Total Bought
$2.09M
Total Sold
$494.8K
Net Transaction
+$1.60M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
ALPHABET INC(GOOG)42,082275,042+232,9607481.41%+42
JPMORGAN CHASE & CO(JPM)93,142217,688+124,54623631.84%+40
DUKE ENERGY CORP(DUK)0327,625+327,6250391.13%+39
VERIZON COMMUNICATIO(VZ)0885,566+885,5660381.12%+38
CISCO SYSTEMS INC(CSCO)60,771600,531+539,7604421.22%+38
CITIGROUP INC(C)0433,163+433,1630371.08%+37
GOLDMAN SACHS GROUP(GS)075,292+75,2920531.55%+53
BANK OF NEW YORK MEL0425,015+425,0150391.13%+39
HARTFORD INSURANCE(HIG)0278,868+278,8680351.03%+35
CUMMINS INC(CMI)0103,113+103,1130340.99%+34
SYNCHRONY FINL(SYF)0470,324+470,3240310.92%+31
US BANCORP DEL(USB)0688,295+688,2950310.91%+31
ISHARES MSCI
MSCI INDIA ETF
0544,586+544,5860300.88%+30
INTL BUSINESS MCHN(IBM)0102,348+102,3480300.88%+30
ALTRIA GROUP INC(MO)0455,414+455,4140270.78%+27
CATERPILLAR INC(CAT)089,328+89,3280351.01%+35
FOX CORPORATION(FOX)0460,135+460,1350260.75%+26
SIMON PPTY INC(SPG)0158,245+158,2450250.74%+25
UNITED RENTALS INC(URI)033,427+33,4270250.73%+25
KROGER CO(KR)0339,313+339,3130240.71%+24
SHELL PLC(SHEL)0334,111+334,1110240.69%+24
DARDEN RESTAURANT(DRI)0105,673+105,6730230.67%+23
DELTA AIR LINES(DAL)0462,822+462,8220230.66%+23
MEDTRONIC PLC(MDT)0252,093+252,0930220.64%+22
QUALCOMM INC(QCOM)0137,579+137,5790220.64%+22
MOSAIC CO(MOS)0593,602+593,6020220.63%+22
AMERIPRISE FINANCIAL(AMP)040,403+40,4030220.63%+22
EOG RESOURCES INC(EOG)66,109250,588+184,4798300.87%+21
EBAY INC(EBAY)0285,924+285,9240210.62%+21
PFIZER INC(PFE)0855,380+855,3800210.60%+21
ORACLE CORP(ORCL)0153,883+153,8830340.98%+34
RTX CORPORATION(RTX)0140,098+140,0980200.60%+20
JOHNSON & JOHNSON(JNJ)0126,825+126,8250190.57%+19
QUEST DIAGNOSTICS(DGX)0101,747+101,7470180.53%+18
ABBVIE INC(ABBV)096,667+96,6670180.52%+18
BRISTOL MYERS SQUIBB(BMY)0382,329+382,3290180.52%+18
ISHARES INC53,635411,135+357,5002190.55%+17
VANGUARD INTL EQUITY2,350126,550+124,2000170.50%+17
SCHWAB STRATEGIC TR0391,600+391,6000170.49%+17
VANGUARD INTL EQUITY0357,400+357,4000160.48%+16
AMENTUM HOLDINGS INC0633,048+633,0480150.44%+15
THE CIGNA GROUP(CI)044,245+44,2450150.43%+15
WP CAREY INC(WPC)0232,513+232,5130150.42%+15
ELEVANCE HEALTH INC(ELV)036,527+36,5270140.41%+14
COCA-COLA EUROPACI
SHS
0149,311+149,3110140.40%+14
COTERRA ENERGY INC0533,596+533,5960140.40%+14
CAPITAL ONE FINL CO(COF)062,939+62,9390130.39%+13
AES CORP(AES)01,135,596+1,135,5960120.35%+12
MICROSOFT CORP(MSFT)087,091+87,0910431.26%+43
PENGUIN SOLUTIONS0601,512+601,5120120.35%+12
NEWMONT CORPORATION(NEM)0204,209+204,2090120.35%+12
TYSON FOODS INC(TSN)0208,786+208,7860120.34%+12
SEMPRA(SRE)0149,705+149,7050110.33%+11
GLOBAL SHIP LEASE
COM CL A
0420,303+420,3030110.32%+11
NUCOR CORP(NUE)084,355+84,3550110.32%+11
EMERSON ELEC CO(EMR)080,418+80,4180110.31%+11
BAKER HUGHES A GE CO(BKR)0267,367+267,3670100.30%+10
HEALTHPEAK PROPERTIE(DOC)0584,567+584,5670100.30%+10
COVENANT LOGISTICS(CVLG)0392,267+392,267090.28%+9
INTL BANCSHARES CORP(IBOC)0138,180+138,180090.27%+9
COUSINS PPTYS INC(CUZ)0303,434+303,434090.27%+9
HEALTHCARE SVCS GRP(HCSG)0589,809+589,809090.26%+9
STONEX GROUP INC(SNEX)095,074+95,074090.25%+9
PATHWARD FINANCIAL(CASH)0106,955+106,955080.25%+8
BROADCOM INC(AVGO)076,280+76,2800210.61%+21
HANCOCK WHITNEY CORP(HWC)0144,593+144,593080.24%+8
OFG BANCORP(OFG)0192,425+192,425080.24%+8
GOODYEAR TIRE & RUBR(GT)0755,689+755,689080.23%+8
NVIDIA CORP(NVDA)114,190125,510+11,32012200.58%+7
WHITECAP RESOURCES(WCPRF)01,099,584+1,099,584070.22%+7
WHITESTONE REIT(WSR)0581,167+581,167070.21%+7
CATHAY GEN BANCORP(CATY)0155,429+155,429070.21%+7
DUCOMMUN INC(DCO)085,090+85,090070.21%+7
NETAPP INC COM(NTAP)063,280+63,280070.20%+7
AMERICAN PUBLIC EDU(APEI)0220,720+220,720070.20%+7
UNITIL CORP(UTL)0127,430+127,430070.19%+7
INDEPENDENT BANK0203,980+203,980070.19%+7
VAALCO ENERGY INC01,830,994+1,830,994070.19%+7
NORTHEAST BANK
COM
071,297+71,297060.19%+6
NEW GOLD INC01,277,058+1,277,058060.18%+6
DIME COMMUNITY BANCS(DCBG)0233,800+233,800060.18%+6
DAKTRONICS INC(DAKT)0412,863+412,863060.18%+6
BUILD A BEAR WORKSHP0120,875+120,875060.18%+6
GILAT SATELLITE NTWK(GILT)0876,735+876,735060.18%+6
SPOK HLDGS INC0349,185+349,185060.18%+6
META PLATFORMS INC(META)33,18934,279+1,09019250.74%+6
BARRETT BUSINESS SER0147,650+147,650060.18%+6
ADAPTHEALTH CORP(AHCO)0652,077+652,077060.18%+6
BELDEN INC052,774+52,774060.18%+6
NWPX INFRASTRUCTURE(NWPX)0148,195+148,195060.18%+6
PORTLAND GEN ELEC CO(POR)0149,145+149,145060.18%+6
WISDOMTREE INC(WT)0523,895+523,895060.18%+6
STANDARD MOTOR PRODS(SMP)0196,061+196,061060.18%+6
SMARTFINANCIAL INC(SMBK)0177,590+177,590060.17%+6
KNOWLES CORPORATION(KN)0339,238+339,238060.17%+6
ENOVA INTERNATIONAL(ENVA)053,578+53,578060.17%+6
OLYMPIC STEEL INC0182,945+182,945060.17%+6
FEDERAL AGRIC MTG(AGM)030,455+30,455060.17%+6
IMAX CORP0211,155+211,155060.17%+6
RINGCENTRAL INC(RNG)0206,457+206,457060.17%+6
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