CSM Advisors, LLC
Annual return '25
+11.4%
SPY '25
+17.7%
Alpha
-6.3ptsvs SPY
Invested
$4.1M
Holdings
405
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORP
Q4 2025: Increased +11.0% (197.1k → 218.9k shares)
3.0%
02
$AAPL
APPLE INC
Q4 2025: Increased +1.1% (141.3k → 142.8k shares)
3.0%
03
$MSFT
MICROSOFT CORP
Q4 2025: Increased +5.5% (78.6k → 82.9k shares)
2.2%
04
$NDQ
INVESCO QQQ TR
Q4 2025: Sold 3.3% (199.2k → 192.6k shares)
2.2%
05
$VUG
VANGUARD INDEX TR
Q2 2025: Sold 48.2% (388.6k → 201.4k shares)
2.2%
06
$SPY
STATE ST SPDR S&P500
Q4 2025: Sold 24.0% (170.3k → 129.4k shares)
2.1%
07
$GOOGL
ALPHABET INC
Q3 2025: Sold 55.9% (275.0k → 121.4k shares)
1.9%
08
$VTV
VANGUARD INDEX TR
Q2 2025: Sold 48.2% (709.0k → 367.0k shares)
1.8%
09
$AMZN
AMAZON COM INC
Q4 2025: Increased +1.3% (89.7k → 90.9k shares)
1.6%
10
$JNJ
JOHNSON & JOHNSON
Q4 2025: Increased +3.8% (246.7k → 256.0k shares)
1.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:09 UTC.