Steven A. Soloria

Csu Producer Resources, Inc.

Assets Managed

$34.891M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 29d ago

Growth Rate

4.3%(2Q avg: 1.55%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Csu Producer Resources, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 23 positions.

Assets under management

The assets under management (AUM) of Csu Producer Resources, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 34.891M in assets, with a quarterly growth rate of 4.3% and a 2-quarter average growth rate of 1.55%. The portfolio is managed by Steven A. Soloria, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value
VLO Valero Energy Corp Recent Activity	17.75%	$6.192M 25,059 shares@ $247.09 avg price
AVGO Broadcom Inc Recent Activity	16.86%	$5.881M 19,000 shares@ $309.51 avg price
RTX Rtx Corp Recent Activity	8.3%	$2.894M 15,000 shares@ $192.9 avg price
ADI Analog Devices Inc Recent Activity	5.84%	$2.036M 6,400 shares@ $318.14 avg price
PM Philip Morris International Recent Activity	5.69%	$1.984M 12,000 shares@ $165.34 avg price
HD Home Depot Inc Recent Activity	4.72%	$1.644M 5,000 shares@ $328.89 avg price
APD Air Products & Chemicals Inc Recent Activity	4.63%	$1.615M 5,560 shares@ $290.49 avg price
NSC Norfolk Southern Corp Recent Activity	4.45%	$1.55M 5,400 shares@ $287.0 avg price
ACN Accenture Plc-cl A Recent Activity	3.7%	$1.289M 6,500 shares@ $198.29 avg price
CMCSA Comcast Corp-class A Recent Activity	3.65%	$1.273M 44,350 shares@ $28.72 avg price

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