Kurt Threlfall

Csm Advisors, Llc

Assets Managed

$4.07B

Holdings

407

Last Quarter

2026 - Q1

Filed Date

11d ago

Growth Rate

10.57%(2Q avg: 6.73%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in Csm Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 407 positions.

Assets under management

The assets under management (AUM) of Csm Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 4.07B in assets, with a quarterly growth rate of 10.57% and a 2-quarter average growth rate of 6.73%. The portfolio is managed by Kurt Threlfall, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
NVDA Nvidia Corp Recent Activity Increased 221.18%	3.02%	$122.597M 702,962 shares@ $174.41 avg price	Increased 221.18%
AAPL Apple Inc Recent Activity Increased 237.28%	3.01%	$122.254M 481,731 shares@ $253.79 avg price	Increased 237.28%
MSFT Microsoft Corp Recent Activity Increased 189.28%	2.19%	$88.816M 239,938 shares@ $370.17 avg price	Increased 189.28%
QQQ Invesco Qqq Trust Series 1 Recent Activity Decreased -20.49%	2.18%	$88.373M 153,111 shares@ $577.19 avg price	Decreased -20.49%
VUG Vanguard Growth Etf Recent Activity Increased 0.34%	2.17%	$88.31M 202,179 shares@ $436.8 avg price	Increased 0.34%
SPY Spdr S&p 500 Etf Trust Recent Activity	2.07%	$84.18M 129,440 shares@ $650.34 avg price
GOOGL Alphabet Inc-cl A Recent Activity Increased 127.04%	1.95%	$78.973M 274,645 shares@ $287.55 avg price	Increased 127.04%
VTV Vanguard Value Etf Recent Activity Increased 0.03%	1.77%	$72.024M 367,088 shares@ $196.21 avg price	Increased 0.03%
AMZN Amazon.com Inc Recent Activity Increased 245.79%	1.61%	$65.436M 314,189 shares@ $208.27 avg price	Increased 245.79%
JNJ Johnson & Johnson Recent Activity Decreased -12.98%	1.34%	$54.453M 222,785 shares@ $244.42 avg price	Decreased -12.98%

1-10 of 407