Position in OC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,126,390
+$385,949 QoQ
Shares Held
7,086
+3.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#296
of 690 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in OC Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026CSM Advisors, LLC holds $7,952,201 across 3 Building Products & Equipment names. OC ranks #3 (14.2% of the industry book) .
All Filings in OC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,126,390 | 7,086 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $740,441 | 6,842 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $407,128 | 3,638 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $443,052 | 3,132 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $365,528 | 2,658 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||