Position in REZI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,240,256
-$22,494 QoQ
Shares Held
103,513
+7.3% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#110
of 434 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in REZI Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026CSM Advisors, LLC holds $2,439,475 across 2 Industrial Distribution names. REZI ranks #1 (91.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | REZI |
Resideo Technologies, Inc.
This page
|
103,513 | $2,240,256 | |
| 2 | DNOW |
DNOW Inc.
|
15,360 | $199,219 |
All Filings in REZI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,240,256 | 72,034 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,262,750 | 67,124 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,342,446 | 123,646 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,713,450 | 155,476 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,818,777 | 173,109 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||