Stock Taper 
CSM ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Pegasystems Inc. | PEGA | 50.69K | $1.52M |
 Innovative Industrial Properties, Inc. | IIPR | 50.63K | $3.14M |
 Nebius Group N.V. | NBIS | 50K | $13.81M |
 Concentra Group Holdings Parent, Inc. | CON | 47.95K | $1.43M |
 United Bankshares, Inc. | UBSI | 44.16K | $2.02M |
 EnerSys | ENS | 43.73K | $10.23M |
 The Timken Company | TKR | 43.71K | $6.35M |
 Shopify Inc. | SHOP | 43.44K | $4.96M |
 Amphenol Corporation | APH | 41.25K | $7.27M |
 Lam Research Corporation | LRCX | 41.2K | $17.85M |
 GE Aerospace | GE | 41.19K | $15.39M |
 The TJX Companies, Inc. | TJX | 40.82K | $6.19M |
 Cameco Corporation | CCJ | 40K | $4.07M |
 Elanco Animal Health Incorporated | ELAN | 39.74K | $978K |
 Clear Secure, Inc. | YOU | 39.19K | $2.18M |
 Dell Technologies Inc. | DELL | 39.13K | $16.89M |
 Atkore Inc. | ATKR | 38.88K | $2.96M |
 ServiceNow, Inc. | NOW | 38.1K | $3.78M |
 DENTSPLY SIRONA Inc. | XRAY | 37.99K | $403K |
 The Goldman Sachs Group, Inc. | GS | 37.08K | $37.5M |