$1.09 Billion is the total value of CSM Advisors, LLC's 122 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ITW | Exit | ILLINOIS TOOL WORKS | $0 | – | -2,033 | -100.0% | -0.03% | – |
| MMM | Exit | 3M COMPANY | $0 | – | -32,060 | -100.0% | -0.33% | – |
| MGV | Exit | VANGUARD WORLD FDetf mega value 300 | $0 | – | -262,491 | -100.0% | -1.93% | – |
| IWN | Exit | ISHARESrus 2000 val etf | $0 | – | -186,854 | -100.0% | -2.06% | – |
| EWZ | Exit | ISHARES INCmsci brazil capped e | $0 | – | -803,000 | -100.0% | -2.08% | – |
| EWC | Exit | ISHARES INCmsci cda index | $0 | – | -860,709 | -100.0% | -2.37% | – |
| VTIP | Exit | VANGUARD MALVERN Fsh-term infl protecd | $0 | – | -796,135 | -100.0% | -2.79% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 11 | Q3 2023 | 6.5% |
| MICROSOFT CORP | 11 | Q3 2023 | 6.8% |
| ALPHABET INC | 11 | Q3 2023 | 4.3% |
| DEERE & CO | 11 | Q3 2023 | 3.3% |
| JPMORGAN CHASE & CO | 11 | Q3 2023 | 2.8% |
| DICKS SPRTG GOODS | 11 | Q3 2023 | 2.1% |
| MARATHON PETROLEUM | 11 | Q3 2023 | 1.9% |
| GOLDMAN SACHS GROUP | 11 | Q3 2023 | 2.3% |
| ABBOTT LABS | 11 | Q3 2023 | 2.4% |
| META PLATFORMS INC | 11 | Q3 2023 | 2.8% |
View CSM Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-09 |
View CSM Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.