CSM Advisors, LLC
Top Portfolio Positions
353 positions ·
$3,480,307,438 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
702,962 | $122,596,572 | 3.52% | |
| AAPL |
Apple Inc.
Technology
|
481,731 | $122,258,510 | 3.51% | |
| MSFT |
Microsoft Corp
Technology
|
239,938 | $88,817,849 | 2.55% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
153,111 | $88,372,606 | 2.54% | |
| SPY |
Spdr S&P 500 ETF Trust
|
129,440 | $84,180,009 | 2.42% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
274,645 | $78,976,916 | 2.27% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
314,189 | $65,436,143 | 1.88% | |
| JNJ |
Johnson & Johnson
Healthcare
|
222,785 | $54,457,565 | 1.56% | |
| USB |
US Bancorp De
Financial Services
|
1,043,614 | $54,278,364 | 1.56% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
680,193 | $52,776,174 | 1.52% |
Portfolio Trend
21 quarters · across all stocks
Holdings in UTL
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,028,630 | 134,545 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,502,827 | 134,245 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,763,814 | 141,325 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,645,474 | 127,430 | Shares | Sole | 2025-08-07 | |
| No 13F history on record for this holder in this stock. | ||||||