CSM Advisors, LLC
•CIK: 1863523•Filing: Q4 2025
CSM Advisors, LLC, managed by the seasoned team of Chris Molumphy and John Molumphy, is known for its concentrated, high-conviction investment strategy, currently managing $3.7 billion in assets across 399 positions. Recently, the fund has made notable shifts by exiting XLF and SCHC, cutting BK-PK and VSS by nearly 100%, and significantly increasing positions in CF and MTW, reflecting its focus on growth and value in a volatile market.
Total AUM
$3.7B
QoQ Performance
+2.9%
Positions
379
Top 10 Concentration
21.7%
Latest Filing
Q4 2025
Top Holdings Allocation
NDQ3.2%
VUG2.7%
SPY2.4%
VTV1.9%
GOOG1.8%
USB1.6%
IWM1.6%
JPM1.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other67.4%
Technology11.8%
Healthcare5.0%
Financial4.0%
ETF3.0%
Industrial1.7%
Consumer1.6%
Consumer Staples1.3%
🚪 Exited Positionssold since Q3 2025
+204 more exited positions
Changes from Q3 2025
NEW7 new positions
↑140 increased
↓48 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023