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Home > Institutional Investor > Csm Advisors, Llc > Profile

Instuitional Investor - Csm Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Csm Advisors, Llc
Portfolio Value $3,427,956
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 200,316 $110,502 3.22%
2.
Spdr S & P 500 Etf Trust
 SPY 170,629 $105,425 3.08%
3.
Vanguard Index Tr
 201,387 $88,288 2.58%
4.
Vanguard Index Tr
 366,983 $64,861 1.89%
5.
Jpmorgan Chase & Co
 JPM 217,688 $63,112 1.84%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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