13F

Investor

CSM Advisors, LLC

CIK 0001863523 · filed 2026-05-15 · SEC filing

13F book

$4.07M

Positions

407

53 new · 45 sold

Largest name

3.0%

Nvidia Corp · NVDA

Est. mark

$20.7K

Price effect on 354 names still held. Flow $368K.
NameTickerSharesValueWeightEst. markChange
Nvidia CorpNVDA703K$122.6K3.0%−$2.65KAdded$81.8K
Apple Inc.AAPL481.7K$122.3K3.0%−$2.58KAdded$83.4K
Microsoft CorpMSFT239.9K$88.8K2.2%−$9.41KAdded$48.7K
Invesco Qqq Tr153.1K$88.4K2.2%−$5.69KCut−$29.9K
Vanguard Growth Etf202.2K$88.3K2.2%−$10.3KAdded−$9.99K
Spdr S&P 500 Etf Tr129.4K$84.2K2.1%−$4.09KHeld
Alphabet Inc274.6K$79K1.9%−$3.08KAdded$41.1K
Vanguard Index Fds367.1K$72K1.8%$1.91KAdded$1.93K
Amazon Com IncAMZN314.2K$65.4K1.6%−$2.05KAdded$44.5K
Johnson & JohnsonJNJ222.8K$54.5K1.3%$8.35KCut$1.46K
Us Bancorp Del1.04M$54.3K1.3%−$1.41KCut−$6.41K
Cisco Sys Inc680.2K$52.8K1.3%$371Added$1.67K
Broadcom Inc.AVGO162K$50.1K1.2%−$2.01KAdded$31.1K
Caterpillar IncCAT70.6K$50K1.2%$9.58KCut$8.31K
Cummins IncCMI89.3K$48.1K1.2%$2.47KCut−$4.53K
Ishares Inc720.8K$45.2K1.1%−$1.05KAdded−$1.04K
Chevron Corp NewCVX210K$43.4K1.1%$11.4KCut$4.11K
Jpmorgan Chase & Co.146.5K$43.1K1.1%−$4.11KCut−$10.9K
North Sq Invstmnts T2.59M$42.6K1.0%$570Cut−$1.23K
Hartford Insurance Group Inc309.6K$41.9K1.0%−$798Cut−$11.7K
Alphabet Inc141.1K$40.5K1.0%−$3.8KCut−$26.7K
Verizon Communications IncVZ787.9K$39.6K1.0%$7.1KAdded$9.06K
Citigroup Inc342K$38.8K1.0%−$1.12KCut−$7.33K
Vanguard Scottsdale Fds379.9K$38.1K0.9%$239Added$2.06K
Bank New York Mellon Corp318.1K$37.7K0.9%$804Cut−$4.91K
Delta Air Lines Inc DelDAL545.3K$36.3K0.9%−$1.59KCut−$7.41K
Eog Res Inc249.8K$36.1K0.9%$9.88KCut$5.93K
Tesla, Inc.TSLA92.6K$34.4K0.8%−$1.3KAdded$26.9K
Altria Group, Inc.MO514.9K$34K0.8%$4.29KCut$1.8K
Shell Plc349.2K$32.5K0.8%$6.81KCut$2.78K
Goldman Sachs Group Inc37.9K$32K0.8%−$1.25KCut−$5.81K
Synchrony Financial450.1K$30.6K0.8%−$6.93KCut−$12.9K
Duke Energy Corp New218.9K$28.7K0.7%$3KCut$2.67K
Micron Technology IncMU82.4K$27.8K0.7%$3.53KAdded$8.61K
AbbVie Inc.ABBV126K$27.4K0.7%−$1.19KAdded$2.68K
Eli Lilly & CoLLY29.1K$26.8K0.7%−$2.04KAdded$12.6K
Qualcomm Inc204.4K$26.3K0.6%−$8.64KCut−$13.6K
International Business Machs106.8K$25.9K0.6%−$5.75KCut−$10.7K
General Mtrs Co346.1K$25.8K0.6%−$2.36KCut−$6.64K
Nextera Energy Inc273.5K$25.4K0.6%$53Added$25.1K
Kla CorpKLAC17.1K$25.2K0.6%$910Added$20.9K
Ameriprise Finl Inc56.1K$24.9K0.6%−$2.58KCut−$6.75K
Ishares Inc436.5K$23.9K0.6%$377Added$544
Netflix IncNFLX244K$23.5K0.6%$110Added$19.1K
Medtronic PlcMDT268.3K$23.2K0.6%−$2.53KCut−$6.49K
Fox Corp392.4K$22.9K0.6%−$4.59KAdded$67
Ishares Tr189.9K$22.5K0.6%−$143Held
Pfizer IncPFE762.7K$21.4K0.5%$2.42KCut−$527
Simon Ppty Group Inc New110.2K$20.6K0.5%$153Cut−$6.8K
Vanguard Tax-Managed Fds317K$20.3K0.5%$495Added$1.1K
Coca-Cola Europacific Partne223.4K$20.3K0.5%−$10Cut−$3.16K
United Rentals, Inc.URI26.9K$19.6K0.5%−$2.17KCut−$6.85K
Nucor CorpNUE114.6K$19.4K0.5%$685Cut−$8.02K
Vanguard Star Fds245.8K$19K0.5%$392Added$1.23K
Valero Energy Corp75.9K$18.7K0.5%New
Visa Inc.V61.5K$18.6K0.5%−$781Added$12.9K
Zoom Communications, Inc.ZM231.1K$18.6K0.5%−$1.36KCut−$3.93K
North Sq Invstmnts T1.4M$18.2K0.4%−$292Cut−$2.91K
General Dynamics CorpGD52.5K$18K0.4%$342Cut−$2.07K
Cigna GroupCI66.8K$17.8K0.4%−$567Cut−$3.43K
Sanofi Sa363.4K$17.5K0.4%−$106Cut−$2.85K
Cf Inds Hldgs Inc133.8K$17.4K0.4%$7.03KCut−$5.56K
Global Ship Lease Inc New458.5K$17.1K0.4%$979Added$1.44K
Arm Holdings Plc111.7K$16.9K0.4%New
Edison Intl227.6K$16.7K0.4%$2.99KCut$868
EXPAND ENERGY CorpEXE146.7K$16.1K0.4%−$84Cut−$2.6K
Costco Whsl Corp New15.8K$15.8K0.4%$561Added$12.2K
Dollar Gen Corp New132.5K$15.7K0.4%−$1.86KCut−$4.54K
North Square Investm1.17M$15.4K0.4%$340Held
Aptiv PlcAPTV216.8K$15K0.4%−$1.45KCut−$7.5K
Quest Diagnostics IncDGX76.7K$15K0.4%$1.72KCut−$364
Mastercard IncMA30.1K$15K0.4%−$562Added$10.5K
Netscout Sys Inc460.3K$14.6K0.4%$1.15KAdded$8.06K
Minerals Technologies IncMTX205.6K$14.6K0.4%$1.89KAdded$3.01K
RTX CorpRTX74.9K$14.4K0.4%$710Cut−$1.42K
Lowes Cos Inc60K$14.2K0.3%−$290Cut−$10.7K
Ishares Tr187.6K$13.9K0.3%$534Added$1.02K
Terex Corp New235.8K$13.9K0.3%$729Added$7.13K
Mercadolibre IncMELI8.05K$13.9K0.3%New
Healthcare Svcs Group Inc747.9K$13.9K0.3%−$410Added$125
Wp Carey Inc201.2K$13.7K0.3%$722Cut−$4.27K
Advanced Micro Devices IncAMD65.8K$13.4K0.3%−$143Added$10.6K
Spdr Series Trust174.1K$13.3K0.3%−$640Cut−$1.52K
Carlyle Group Inc275.1K$13.3K0.3%−$2.95KCut−$4.94K
Lincoln Natl Corp Ind372.9K$13.2K0.3%−$3.37KCut−$10.3K
Ge Aerospace45.4K$12.9K0.3%New
Vanguard Index Fds45.4K$11.9K0.3%$171Added$769
Kroger CoKR163.5K$11.8K0.3%$1.62KCut$33
Vanguard Index Fds19.7K$11.8K0.3%−$582Added−$560
Hancock Whitney Corporation182.4K$11.6K0.3%−$14Added$1K
Palantir Technologies Inc.PLTR78.5K$11.5K0.3%−$532Added$8.49K
Vici Pptys Inc414.7K$11.3K0.3%−$326Cut−$5.38K
Whitecap Res Inc990.2K$11.2K0.3%$2.85KCut$486
Walmart Inc.WMT89.3K$11.1K0.3%$239Added$9.04K
EnersysENS61.4K$10.7K0.3%$1.65KCut$703
Talos Energy Inc.TALO664.8K$10.5K0.3%$1.89KAdded$6.1K
Tyson Foods, Inc.TSN162.4K$10.4K0.3%$885Cut−$4.66K
AdaptHealth Corp.AHCO857.5K$10.2K0.3%$1.52KAdded$2.42K
Newmont Corp94.3K$10.2K0.3%$802Cut−$662
Murphy Oil CorpMUR246.6K$10.2K0.3%$2.46KAdded$2.49K
GE Vernova Inc.GEV11.6K$10.1K0.2%$860Added$7.53K
Ofg BancorpOFG244.4K$9.89K0.2%−$116Added$760
Cathay Gen Bancorp197.4K$9.84K0.2%$265Added$1.14K
Penguin Solutions, Inc.PENG547.4K$9.63K0.2%−$876Added$896
Sally Beauty Hldgs Inc681.6K$9.44K0.2%−$163Added$3.74K
DNOW Inc.DNOW788.2K$9.39K0.2%−$964Added−$132
NWPX Infrastructure, Inc.NWPX119.6K$9.31K0.2%$1.84KCut$1.13K
Whitestone Reit568.1K$9.18K0.2%$1.29KCut$1.24K
Century Alum Co155.7K$9.14K0.2%$3.04KCut$355
Ameris BancorpABCB116.7K$9.1K0.2%$397Added$1.21K
Lam Research CorpLRCX41.9K$8.95K0.2%New
International Bancshares Cor131.7K$8.87K0.2%$104Added$891
Postal Realty Trust, Inc.PSTL468.4K$8.69K0.2%$1.13KCut$1.09K
Mitek Sys Inc643.3K$8.69K0.2%$1.71KAdded$2.58K
Avnet IncAVT140.9K$8.68K0.2%$1.74KAdded$2.51K
StoneX Group Inc.SNEX106.6K$8.6K0.2%−$938Added$2.42K
Oracle Corp58.1K$8.55K0.2%−$1.06KAdded$4.23K
Cohu IncCOHU274.1K$8.39K0.2%$2.01KCut$1.47K
Covenant Logistics Group, Inc.CVLG299.7K$8.14K0.2%$1.53KCut$1.48K
SM Energy CoSM259.7K$8.1K0.2%$2.75KAdded$3.97K
Fidelis Insurance Holdings L416.6K$7.96K0.2%−$175Added$532
Genco Shipping & Trading LtdGNK349.7K$7.89K0.2%$1.44KCut$1.41K
Belden Inc.BDC68.1K$7.81K0.2%−$110Added$584
Pediatrix Medical Group, Inc.MD362.3K$7.75K0.2%−$2Added$685
Vaalco Energy Inc1.22M$7.74K0.2%$3KAdded$3.69K
Bandwidth Inc.BAND434K$7.73K0.2%$821Added$2.39K
Northeast Bk Portland Me68.5K$7.7K0.2%$577Cut$516
Dime Cmnty Bancshares Inc226.5K$7.66K0.2%$846Cut$816
WisdomTree, Inc.WT521.9K$7.6K0.2%$1.24KCut$741
Hawaiian Elec Industries507.4K$7.53K0.2%$1.29KCut−$38
Koppers Holdings Inc.KOP194.6K$7.52K0.2%$2.06KAdded$2.72K
Spdr Index Shs Fds162.9K$7.44K0.2%$201Cut−$869
Ebay IncEBAY78.6K$7.16K0.2%$309Cut−$751
Abacus Global Mgmt Inc907.5K$7.15K0.2%−$606Cut−$1.81K
Sun Ctry Airls Hldgs Inc429.2K$7.09K0.2%$914Cut−$1.08K
Worthington Stl Inc232.1K$7.04K0.2%−$912Added−$322
Flushing Finl Corp458.4K$7.04K0.2%$88Cut$28
Unitil CorpUTL134.5K$7.03K0.2%$511Added$527
Gulfport Energy CorpGPOR32.9K$6.97K0.2%$118Cut−$167
Livanova PlcLIVN108.5K$6.89K0.2%$201Added$812
Apple Hospitality REIT, Inc.APLE597K$6.87K0.2%−$185Added$425
Benchmark Electrs Inc120.4K$6.75K0.2%$1.6KCut$918
Ducommun Inc Del54.8K$6.69K0.2%$1.48KCut$1.46K
Smartfinancial Inc.SMBK171.2K$6.69K0.2%$356Cut$317
Intuitive Surgical IncISRG14.4K$6.63K0.2%−$429Added$4.31K
Central Garden & Pet Co180.1K$6.62K0.2%New
Independent Bk Corp Mich197.5K$6.58K0.2%$151Cut$144
Standard Mtr Prods Inc189.1K$6.57K0.2%−$399Cut−$440
Knowles CorpKN253.8K$6.52K0.2%$985Added$1.56K
Daktronics Inc327.1K$6.39K0.2%−$65Added$503
Ishares Tr136.9K$6.24K0.2%$211Added$450
Uber Technologies, IncUBER86.5K$6.23K0.2%−$279Added$3.92K
Teekay Tankers Ltd.TNK84.4K$6.19K0.2%$1.42KAdded$2.38K
Valmont Inds Inc15.3K$6.13K0.2%−$39Added$506
Ranger Energy Svcs Inc356.6K$6.11K0.1%$950Added$1.91K
Agnico Eagle Mines LtdAEM30K$6.09K0.1%New
Vanguard Whitehall Fds64K$6.03K0.1%New
Myers Inds Inc282.3K$5.98K0.1%$692Cut$665
Enova Intl Inc44K$5.97K0.1%−$857Added−$330
Ugi Corp New163.9K$5.97K0.1%−$152Added$377
Cheniere Energy, Inc.LNG21K$5.96K0.1%New
Johnson Outdoors IncJOUT126.4K$5.88K0.1%$513Cut$492
Copa Holdings Sa51.7K$5.88K0.1%−$331Added$191
Constellation Energy CorpCEG21K$5.87K0.1%New
Oceanfirst Finl Corp320.7K$5.79K0.1%$31Cut$1
Capitol Fed Finl Inc809.9K$5.78K0.1%$262Cut$239
Lear CorpLEA47.6K$5.76K0.1%$280Added$791
Ryerson Hldg Corp256K$5.76K0.1%New
Jackson Financial Inc54.4K$5.75K0.1%−$50Cut−$1.67K
Pathward Financial, Inc.CASH64.1K$5.71K0.1%$1.06KAdded$1.57K
Timken CoTKR56.2K$5.65K0.1%$841Added$1.34K
Equity Bancshares IncEQBK126.4K$5.62K0.1%−$30Cut−$60
Sierra BancorpBSRR164.2K$5.57K0.1%$201Cut$168
Science Applications Intl Co57.3K$5.43K0.1%−$199Added$1.94K
National Fuel Gas CoNFG57.7K$5.42K0.1%New
Booking Holdings Inc.BKNG1.27K$5.35K0.1%New
Advance Auto Parts IncAAP100.6K$5.3K0.1%$815Added$2.92K
Metallus Inc.MTUS323.5K$5.29K0.1%−$262Cut−$289
Peoples Bancorp IncPEBO160.1K$5.26K0.1%$457Cut$427
Meta Platforms, Inc.META9.17K$5.25K0.1%−$808Cut−$12.5K
Aebi Schmidt Hldg Ag536.6K$5.21K0.1%−$1.45KAdded−$1.05K
Nebius Group N.V.NBIS50K$5.19K0.1%New
La-Z-Boy IncLZB161.3K$5.18K0.1%−$762Added−$365
Coherent Corp.COHR21.7K$5.17K0.1%$365Added$3.9K
Upbound Group, Inc.UPBD286K$5.16K0.1%$123Added$737
Northwest Nat Hldg Co96.5K$5.14K0.1%$590Added$881
Vanguard Index Fds23.6K$5.13K0.1%$123Added$355
Idt CorpIDT103.5K$5.08K0.1%−$214Cut−$236
Horizon Bancorp Inc306.6K$5.08K0.1%−$115Cut−$137
Ishares Inc131.1K$5.03K0.1%$841Added$1K
Inspired Entmt Inc700K$4.99K0.1%−$1.56KCut−$1.63K
Welltower Inc.WELL25.1K$4.97K0.1%New
Avista CorpAVA122.8K$4.93K0.1%$181Added$618
Ceragon Networks LtdCRNT2.27M$4.91K0.1%$136Cut$112
Shopify Inc.SHOP41.2K$4.88K0.1%−$343Added$3.58K
Newmark Group, Inc.NMRK325.2K$4.87K0.1%−$98Added$4.15K
American Pub Ed Inc85.5K$4.86K0.1%$1.63KCut−$3.38K
Primis Financial Corp.FRST364.8K$4.85K0.1%−$228Cut−$259
Vertex Pharmaceuticals Inc10.8K$4.84K0.1%New
Primoris Svcs Corp33.4K$4.77K0.1%$574Added$997
Amphenol Corp New37.7K$4.77K0.1%New
Alerus Finl Corp200.9K$4.76K0.1%$238Cut$215
Taylor Morrison Home Corp81.6K$4.75K0.1%New
Interactive Brokers Group In69.8K$4.68K0.1%New
Amplify Energy Corp New749.9K$4.68K0.1%$1.26KCut$489
Cadence Design System Inc16.8K$4.66K0.1%New
Orion S.A.OEC716.6K$4.66K0.1%$358Added$3.11K
Marathon Pete Corp18.6K$4.55K0.1%$1.52KCut$1.4K
Cra Intl Inc27.8K$4.49K0.1%−$988Added−$619
Palo Alto Networks IncPANW28K$4.49K0.1%New
Gates Indl Corp Plc197.6K$4.47K0.1%$205Added$602
Exchange Place Advisors Trus175.9K$4.46K0.1%−$60Cut−$632
Pan Amern Silver Corp81.3K$4.44K0.1%$228Cut−$2.27K
Ishares Inc74.7K$4.4K0.1%New
Vanguard Specialized Funds20.4K$4.39K0.1%−$96Cut−$250
Federal Agric Mtg Corp29.4K$4.36K0.1%−$799Cut−$826
Gilead Sciences, Inc.GILD31.3K$4.36K0.1%$179Added$3.03K
Cameco CorpCCJ40K$4.35K0.1%New
Gilat Satellite Networks LtdGILT289.2K$4.34K0.1%$602Cut−$2.36K
Abm Inds Inc112.7K$4.34K0.1%−$389Added−$26
Amerant Bancorp Inc.AMTB196.1K$4.32K0.1%$498Cut−$122
Alamo Group IncALG26.2K$4.32K0.1%−$68Added$314
Arista Networks, Inc.ANET34.9K$4.29K0.1%New
Ishares Inc107.7K$4.27K0.1%−$294Added−$135
Mckesson CorpMCK4.92K$4.26K0.1%New
Kimball Electronics, Inc.KE179.7K$4.26K0.1%−$741Cut−$1.45K
Cousins Pptys Inc187.9K$4.24K0.1%−$604Cut−$2.25K
HomeTrust Bancshares, Inc.HTB98.2K$4.19K0.1%−$25Cut−$51
Ishares Inc147.9K$4.17K0.1%$103Added$241
Barrett Business Svcs Inc142.4K$4.15K0.1%−$1KCut−$1.03K
International Seaways, Inc.INSW56.6K$4.13K0.1%$1.32KAdded$1.5K
Ralliant CorpRAL99K$4.12K0.1%New
Enterprise Finl Svcs Corp76K$4.11K0.1%$1Added$3.5K
Interface IncTILE164.9K$4.11K0.1%−$452Added−$87
ServiceNow, Inc.NOW39.1K$4.09K0.1%−$585Added$2.24K
Build-A-Bear Workshop IncBBW108.8K$4.07K0.1%−$2.59KCut−$2.62K
Coeur Mng Inc216.6K$4.07K0.1%$36Added$3.41K
Ishares Tr85.1K$3.98K0.1%−$590Added−$442
Mistras Group, Inc.MG267.9K$3.96K0.1%$571Cut$553
Versabank New279.1K$3.96K0.1%−$225Cut−$247
Cass Information Sys Inc89.8K$3.96K0.1%$227Cut$206
Wheaton Precious Metals Corp.WPM30K$3.93K0.1%New
Robinhood Mkts Inc56.5K$3.92K0.1%−$297Added$3.15K
First Internet Bancorp191.4K$3.9K0.1%−$94Cut−$104
Ishares Tr42.7K$3.87K0.1%$47Held
Cleanspark Inc451.7K$3.84K0.1%−$632Added−$122
Ituran Location And Control78.3K$3.84K0.1%$470Cut−$1.57K
Kelly Svcs Inc428.5K$3.79K0.1%$23Cut−$8
Boston Scientific CorpBSX59.6K$3.74K0.1%New
Dell Technologies Inc.DELL22.8K$3.74K0.1%$722Added$1.35K
Allegiant Travel CoALGT45.8K$3.72K0.1%−$192Cut−$206
Nexpoint Residential Tr Inc147.2K$3.68K0.1%−$674Added−$308
Gold Com Inc90.4K$3.63K0.1%$546Cut$356
OneSpan Inc.OSPN341.3K$3.59K0.1%−$691Added−$249
United Fire Group IncUFCS96.9K$3.59K0.1%$68Cut$50
American Assets Tr Inc193K$3.55K0.1%New
Helix Energy Solutions Grp I358.5K$3.55K0.1%$1.3KCut$1.29K
Ardmore Shipping CorpASC230.4K$3.51K0.1%$1.08KCut$974
Natural Grocers By Vitamin C135.2K$3.49K0.1%$79Added$972
Trane Technologies PlcTT8.35K$3.48K0.1%New
Crowdstrike Hldgs Inc8.85K$3.46K0.1%−$355Added$1.33K
Guardian Pharmacy Svcs Inc91.8K$3.46K0.1%$697Cut−$35
Goodyear Tire & Rubr Co519.2K$3.44K0.1%−$1.01KAdded−$702
Waterstone Finl Inc Md190.1K$3.43K0.1%$280Cut$261
Howmet Aerospace Inc.HWM14.8K$3.4K0.1%New
Oreilly Automotive Inc36.9K$3.4K0.1%$20Added$1.54K
First Financial Corporation53.4K$3.38K0.1%$152Cut$131
Clear Secure, Inc.YOU69.3K$3.36K0.1%$923Cut$350
Acco Brands CorpACCO1.11M$3.34K0.1%−$814Cut−$829
Manitowoc Co IncMTW284.8K$3.32K0.1%−$83Added$338
Vertiv Holdings CoVRT13.2K$3.32K0.1%$545Added$2.34K
Chord Energy CorpCHRD23.3K$3.31K0.1%New
National Healthcare CorpNHC20.6K$3.28K0.1%$464Cut$448
Schwab Charles Corp34.9K$3.28K0.1%New
Marriott Intl Inc New9.94K$3.25K0.1%$123Added$985
Aviat Networks, Inc.AVNW143K$3.23K0.1%New
Applovin CorpAPP8.03K$3.2K0.1%−$1KAdded$742
Bridgewater Bancshares Inc180.6K$3.19K0.1%$27Cut$14
Teradata Corp Del124.1K$3.18K0.1%New
Kemper Corp102K$3.12K0.1%−$928Added−$651
North Square Investm352.5K$3.09K0.1%−$18Added$1.12K
Quanta Svcs Inc5.62K$3.08K0.1%$503Added$1.41K
Donegal Group Inc178.1K$3.06K0.1%−$499Cut−$521
Expedia Group, Inc.EXPE13.1K$3.01K0.1%−$684Cut−$1.1K
Hilton Worldwide Hldgs Inc9.86K$3K0.1%New
Pure Storage IncP50K$2.95K0.1%New
Spotify Technology S.A.SPOT5.93K$2.88K0.1%−$299Added$1.07K
Stryker CorpSYK8.68K$2.85K0.1%−$158Added$438
Bar Hbr Bankshares86.1K$2.79K0.1%$123Cut$99
Imax CorpIMAX72.2K$2.75K0.1%$75Cut$62
EverQuote, Inc.EVER176.4K$2.72K0.1%−$2.04KCut−$2.06K
Brookfield Corp65K$2.63K0.1%New
First Bk Williamstown New Je163K$2.61K0.1%−$62Added$401
Climb Global Solutions, Inc.CLMB131.5K$2.61K0.1%−$2.75KAdded−$797
Royal Caribbean Group9.35K$2.57K0.1%New
Inogen IncINGN413.9K$2.56K0.1%−$228Cut−$242
Beazer Homes Usa IncBZH132.5K$2.55K0.1%−$76Added$1.05K
Spdr Index Shs Fds52.9K$2.48K0.1%$5Cut−$267
Spok Hldgs Inc213.1K$2.32K0.1%−$490Cut−$1.15K
Resideo Technologies, Inc.REZI67.1K$2.26K0.1%−$96Cut−$2.08K
Ani Pharmaceuticals IncANIP28.3K$2.18K0.1%New
Atkore Inc.ATKR36.2K$2.13K0.1%−$142Added$47
Amentum Holdings, Inc.AMTM81.2K$2.12K0.1%−$238Cut−$340
Monster Beverage Corp New28K$2.02K0.1%New
Innovative Indl Pptys Inc40.3K$2.02K0.1%$102Added$281
Pegasystems IncPEGA47.1K$2K0.0%−$809Cut−$2.77K
Shoe Carnival Inc126.6K$1.97K0.0%−$164Cut−$171
Innovex International, Inc.INVX80.5K$1.96K0.0%New
Novartis Ag12.5K$1.91K0.0%$185Cut$134
Wells Fargo Co New23.7K$1.89K0.0%−$293Added−$114
Apogee Enterprises, Inc.APOG55.5K$1.86K0.0%−$144Added$21
Chubb Limited5.69K$1.85K0.0%$78Cut$16
First Bancorp, Inc /ME/FNLC66K$1.85K0.0%$106Cut$96
At&T Inc58.1K$1.69K0.0%$209Added$428
Atlas Copco Ab100K$1.67K0.0%New
Gaming & Leisure Pptys Inc37.2K$1.65K0.0%−$11Cut−$79
Ishares Tr16.5K$1.6K0.0%$17Added$172
Capital One Finl Corp8.6K$1.57K0.0%−$515Cut−$614
Spdr Series Trust30.6K$1.48K0.0%$45Cut−$152
Dunham Fds63.6K$1.48K0.0%New
Dover CorpDOV7.06K$1.47K0.0%$94Cut$41
Invesco Exchange Traded Fd T13.5K$1.45K0.0%−$84Cut−$278
Abbott LabsABT14.1K$1.44K0.0%−$318Cut−$392
Jacobs Solutions Inc.J11.1K$1.41K0.0%−$58Cut−$114
Merck & Co., Inc.MRK11.1K$1.34K0.0%$166Cut$99
Salesforce, Inc.CRM7.16K$1.34K0.0%−$561Cut−$635
Universal Hlth Svcs Inc6.97K$1.25K0.0%−$237Added−$74
OUTFRONT Media Inc.OUT44.1K$1.17K0.0%$103Added$148
North Sq Invstmnts T116.9K$1.15K0.0%−$4Added$8
Sysco CorpSYY16K$1.14K0.0%−$40Cut−$513
Portland Gen Elec Co20.3K$1.07K0.0%$92Added$150
Elanco Animal Health IncELAN44.3K$1.06K0.0%$57Cut$27
Eplus IncPLUS13.3K$1K0.0%−$153Added−$73
Public Svc Enterprise Grp In12.1K$9750.0%$7Cut−$39
Biogen Inc.BIIB5.31K$9740.0%$40Cut$10
Affiliated Managers Group In3.44K$9500.0%−$38Added$31
EMCOR Group, Inc.EME1.28K$9440.0%$153Added$206
Jazz Pharmaceuticals PlcJAZZ4.97K$9390.0%$88Added$146
Fluor Corp NewFLR20K$9330.0%$132Added$187
Target CorpTGT7.71K$9330.0%$180Cut−$564
Vontier CorpVNT26.2K$9290.0%−$41Added$39
Viatris IncVTRS67.7K$9150.0%$72Cut−$75
Crown Hldgs Inc8.77K$8800.0%−$21Added$53
Range Res Corp19.4K$8760.0%$193Cut$167
American Funds Eupac F214.7K$8640.0%−$25Held
Invesco Exchange Traded Fd T4.45K$8540.0%$2Held
TechnipFMC PLCFTI12.3K$8500.0%$302Cut$52
Virtu Finl Inc18.8K$8270.0%$201Cut−$35
Goldman Sachs Tr48.2K$8020.0%$23Held
Ishares Tr3.2K$7940.0%$6Cut−$56.4K
DHT Holdings, Inc.DHT42.2K$7700.0%$255Cut$10
Owens Corning New6.84K$7400.0%−$14Added$333
Zimmer Biomet Holdings, Inc.ZBH8.08K$7300.0%$4Added$58
Ishares Tr12.7K$7210.0%$15Added$322
Rowe T Price Intl Fd15.5K$7080.0%$16Held
Northwestern Energy Group In10.5K$6920.0%$15Cut$9
Coterra Energy Inc19K$6660.0%$115Added$320
Cencora, Inc.COR2.11K$6630.0%−$50Cut−$106
Janus Henderson Group Plc12.9K$6600.0%$28Added$303
Humana IncHUM3.56K$6190.0%−$294Cut−$339
Concentra Group Holdings Par28.3K$6070.0%$31Added$265
First Finl Bancorp Oh21.1K$5900.0%New
Gen Digital Inc30.7K$5790.0%−$210Added−$107
Ishares Tr4.3K$5510.0%−$38Cut−$380
Virtus Opportunities28.1K$5420.0%−$36Held
Oceaneering Intl Inc14.6K$5180.0%$162Added$170
Icon PlcICLR4.66K$5150.0%−$138Added$165
Prudential Finl Inc5.23K$5110.0%−$79Held
Banner CorpBANR7.93K$4810.0%−$16Cut−$20
International Grw &10.2K$4600.0%$5Held
Amdocs LtdDOX7.05K$4600.0%−$108Held
American Express CoAXP1.5K$4540.0%−$101Cut−$149
Freeport-Mcmoran IncFCX7.71K$4530.0%$62Cut$27
Silicon Motion Technology CORPSIMO3.96K$4430.0%$75Cut$73
Pgim Jennison Global Opportunities Z12.6K$4290.0%−$57Cut−$1.76K
Mattel Inc28K$4060.0%−$149Cut−$334
Select Med Hldgs Corp24.5K$3990.0%$36Cut−$4.25K
Harris Assoc Invt Tr15.8K$3830.0%−$33Held
Emerson Elec Co2.85K$3730.0%−$5Held
Worthington Enterprises, Inc.WOR7.1K$3700.0%New
Home Depot, Inc.HD1.1K$3620.0%−$16Added−$6
T-Mobile Us Inc1.7K$3570.0%$12Cut−$21.5K
Amgen IncAMGN985$3460.0%$22Cut−$1
Vanguard Intl Equity Index F2.35K$3430.0%$6Held
Regal Rexnord CorpRRX1.81K$3390.0%$77Added$105
Abercrombie & Fitch Co3.63K$3320.0%−$127Cut−$188
Vanguard Scottsdale Fds3.52K$3300.0%New
V F CorpVFC18.9K$3210.0%−$20Cut−$308
Honeywell Intl Inc1.39K$3140.0%$43Cut$19
Bristol-Myers Squibb Co4.92K$2990.0%$33Held
Dow Inc.DOW7.08K$2950.0%New
Ecolab Inc.ECL1.06K$2820.0%$5Cut−$2.86K
Equus Invest276.7K$2770.0%$0Held
Ingredion IncINGR2.46K$2770.0%$5Added$28
Chart Inds Inc1.33K$2750.0%$1Cut−$23
Warner Music Group Corp.WMG10.6K$2710.0%New
Philip Morris Intl Inc1.6K$2650.0%$10Cut−$10
Vanguard Intl Equity Index F3.35K$2520.0%$6Held
Paypal Hldgs Inc5.52K$2500.0%−$73Cut−$1.93K
Dicks Sporting Goods Inc1.22K$2410.0%$0Cut−$1.2K
Titan Amer Sa15.8K$2370.0%New
Goldman Sachs Tr7.29K$2280.0%$7Held
BorgWarner IncBWA4.05K$2200.0%New
Celestica IncCLS767$2160.0%−$11Cut−$1.82K
Cal-Maine Foods IncCALM2.67K$2110.0%New
Cloudflare, Inc.NET1.02K$2110.0%$9Cut−$1.88K
M/I Homes, Inc.MHO1.67K$2040.0%New

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.