0001863523-21-000003.txt : 20211115
0001863523-21-000003.hdr.sgml : 20211115
20211115140746
ACCESSION NUMBER: 0001863523-21-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210930
FILED AS OF DATE: 20211115
DATE AS OF CHANGE: 20211115
EFFECTIVENESS DATE: 20211115
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: CSM Advisors, LLC
CENTRAL INDEX KEY: 0001863523
IRS NUMBER: 843346426
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21264
FILM NUMBER: 211409009
BUSINESS ADDRESS:
STREET 1: 420 FORT DUQUESNE BLVD
STREET 2: SUITE 800
CITY: PITTSBURGH
STATE: PA
ZIP: 15222-1435
BUSINESS PHONE: 4125661234
MAIL ADDRESS:
STREET 1: 420 FORT DUQUESNE BLVD
STREET 2: SUITE 800
CITY: PITTSBURGH
STATE: PA
ZIP: 15222-1435
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001863523
XXXXXXXX
09-30-2021
09-30-2021
CSM Advisors, LLC
420 FORT DUQUESNE BLVD
SUITE 800
PITTSBURGH
PA
15222-1435
13F HOLDINGS REPORT
028-21264
N
Kurt Threlfall
Performance Analyst
412-566-1234
Kurt Threlfall
Pittsburgh
PA
11-15-2021
0
150
1354508
false
INFORMATION TABLE
2
infotableCSM20210930.xml
AFLAC INC
COMMON
001055102
451
8647
SH
SOLE
8647
0
0
AT&T INC
COMMON
00206R102
13205
488917
SH
SOLE
435320
0
53597
ABBOTT LABS
COMMON
002824100
15923
134774
SH
SOLE
120324
0
14450
AGILENT TECHN INC
COMMON
00846U101
2067
13121
SH
SOLE
11621
0
1500
ALLSTATE CORP
COMMON
020002101
1843
14484
SH
SOLE
12934
0
1550
ALLSTATE CORP
5.1% PFD 15/01/23
020002309
586
22000
SH
SOLE
22000
0
0
ALPHABET INC
CLASS C
02079K107
38643
14497
SH
SOLE
12539
0
1958
ALPHABET INC
CLASS A
02079K305
9221
3449
SH
SOLE
3324
0
125
AMAZON COM INC
COMMON
023135106
542
165
SH
SOLE
165
0
0
AMERICAN EXPRESS CO
COMMON
025816109
2063
12309
SH
SOLE
11109
0
1200
AMERN INTL GROUP INC
COMMON
026874784
8312
151459
SH
SOLE
134759
0
16700
AMERISOURCE-BERGEN
COMMON
03073E105
2016
16876
SH
SOLE
15076
0
1800
AMGEN INC
COMMON
031162100
1312
6163
SH
SOLE
5563
0
600
ANIKA THERAPEUTICS
COMMON
035255108
425
10000
SH
SOLE
9300
0
700
APPLE INC
COMMON
037833100
50407
356232
SH
SOLE
316412
0
39820
AXCELIS TECHNOLOGIES
COM USD0.001
054540208
1521
32330
SH
SOLE
30130
0
2200
BANCFIRST CORP
COMMON
05945F103
620
10340
SH
SOLE
9440
0
900
BANK OF NEW YORK MEL
COMMON
064058100
8421
162467
SH
SOLE
144317
0
18150
BARINGS BDC INC
COMMON STOCK
06759L103
125
11366
SH
SOLE
11366
0
0
BENCHMARK ELECTRS
COMMON
08160H101
474
17710
SH
SOLE
16410
0
1300
BIOGEN INC
COMMON
09062X103
11546
40811
SH
SOLE
36261
0
4550
BORG WARNER INC
COMMON
099724106
7820
180913
SH
SOLE
160513
0
20400
BRISTOL MYERS SQUIBB
COMMON
110122108
5425
91665
SH
SOLE
82090
0
9575
CARRIER GLOBAL CORP
COM USD0.01 WI
14448C104
3076
59410
SH
SOLE
52710
0
6700
CELANESE CORP
COMMON STOCK
150870103
10568
70150
SH
SOLE
61900
0
8250
CENTENE CORP DEL
COMMON
15135B101
9570
153513
SH
SOLE
136763
0
16750
CHART INDS INC
COMMON
16115Q308
2731
14290
SH
SOLE
13340
0
950
CHARTER COMMUNICATIO
CL A
16119P108
1621
2227
SH
SOLE
1998
0
229
CHEESECAKE FACTORY
COMMON
163072101
568
12110
SH
SOLE
11260
0
850
CHEVRON CORP
COMMON
166764100
6601
65071
SH
SOLE
58071
0
7000
CISCO SYSTEMS INC
COMMON
17275R102
16038
294624
SH
SOLE
264154
0
30470
DEERE & CO
COMMON
244199105
19242
57417
SH
SOLE
50617
0
6800
DELL TECHNOLOGIES IN
COMMON CLASS C
24703L202
18026
173261
SH
SOLE
154629
0
18632
DICKS SPORTING GOODS
COMMON
253393102
20985
175192
SH
SOLE
154492
0
20700
WALT DISNEY CO
COM
254687106
17645
104301
SH
SOLE
92841
0
11460
DISCOVER FINL SVCS
COM
254709108
13740
111861
SH
SOLE
99511
0
12350
DOMINION ENERGY INC
COMMON
25746U109
1511
20699
SH
SOLE
20699
0
0
DOVER CORP
COMMON
260003108
10711
68872
SH
SOLE
60372
0
8500
EOG RESOURCES INC
COMMON
26875P101
8243
102713
SH
SOLE
91713
0
11000
ETF SER SOLUTIONS
AAM LW DUR PFD
26922A198
629
25000
SH
SOLE
25000
0
0
EVERSOURCE ENERGY
COMMON
30040W108
261
3195
SH
SOLE
3195
0
0
EXPEDIA GROUP INC
COMMON
30212P303
12456
75992
SH
SOLE
67892
0
8100
META PLATFORMS INC
COM USD0.000006 CL A
30303M102
20819
61330
SH
SOLE
54380
0
6950
FEDERATED HERMES INC
CLASS B
314211103
1736
53375
SH
SOLE
48705
0
4670
FERRO CORP
COMMON
315405100
501
24680
SH
SOLE
22780
0
1900
F5 NETWORKS INC
COMMON
315616102
9942
50010
SH
SOLE
44260
0
5750
FIDELITYCOVINGTON TR
MSCI INDL INDX
316092709
1085
20900
SH
SOLE
20900
0
0
FIDELITY COVINGTON
MSCI COMMNTN SVC
316092873
1170
21900
SH
SOLE
21900
0
0
FIFTH THIRD BANCORP
COMMON
316773100
840
19787
SH
SOLE
19787
0
0
FIRST INTST BANCSYS
CLASS A
32055Y201
564
14050
SH
SOLE
13130
0
920
FORWARD AIR CORP
COMMON
349853101
1129
13580
SH
SOLE
12680
0
900
FREEPORT-MCMORAN INC
COMMON
35671D857
3114
95704
SH
SOLE
85004
0
10700
GENERAL MILLS INC
COMMON
370334104
224
3744
SH
SOLE
3744
0
0
GILEAD SCIENCES INC
COMMON
375558103
7677
109910
SH
SOLE
97310
0
12600
GLOBAL X FDS
US PFD ETF
37954Y657
672
26100
SH
SOLE
26100
0
0
GOLDMAN SACHS GROUP
COMMON
38141G104
17258
45654
SH
SOLE
40554
0
5100
GRAINGER W W INC
COMMON
384802104
297
756
SH
SOLE
756
0
0
HANCOCK WHITNEY CORP
COMMON
410120109
661
14039
SH
SOLE
13103
0
936
HELIOS TECHNOLOGIES
COMMON STOCK
42328H109
1024
12485
SH
SOLE
11685
0
800
HOME DEPOT INC
COMMON
437076102
599
1825
SH
SOLE
1825
0
0
HONEYWELL INTL INC
COMMON
438516106
13886
65405
SH
SOLE
60445
0
4960
HUMANA INC
COMMON
444859102
9459
24312
SH
SOLE
21392
0
2920
ILLINOIS TOOL WORKS
COMMON
452308109
420
2033
SH
SOLE
2033
0
0
INTEL CORP
COMMON
458140100
18227
342130
SH
SOLE
305280
0
36850
INTL BUSINESS MCHN
COMMON
459200101
539
3880
SH
SOLE
3880
0
0
INVESCO QQQ TR
QQQ TRUST SERIES 1
46090E103
99508
277987
SH
SOLE
277987
0
0
INVESCO ETF FD TR II
PFD ETF
46138E511
627
41700
SH
SOLE
41700
0
0
ISHARES INC
MSCI CDA INDEX
464286509
31244
860709
SH
SOLE
860709
0
0
ISHARES
RUS 2000 VAL ETF
464287630
76320
476313
SH
SOLE
476313
0
0
ISHARES
RUS 2000 GRW ETF
464287648
34054
115993
SH
SOLE
115993
0
0
ISHARES TR
MBS FIXED BDFD
464288588
4163
38500
SH
SOLE
38500
0
0
ISHARES TR
CORE MSCI EAFE
46432F842
6470
87150
SH
SOLE
87150
0
0
ISHARES TR
CORE DIV GRWTH
46434V621
1322
26320
SH
SOLE
26320
0
0
ISHARES TR
BROAD USD HIGH
46435U853
1048
25250
SH
SOLE
25250
0
0
JPMORGAN CHASE & CO
COMMON
46625H100
19439
118760
SH
SOLE
105565
0
13195
JACOBS ENGR GROUP
COMMON
469814107
14432
108879
SH
SOLE
96519
0
12360
JOHNSON & JOHNSON
COMMON
478160104
500
3097
SH
SOLE
3097
0
0
L3HARRIS TECHNOLOGIE
USD1
502431109
421
1910
SH
SOLE
1910
0
0
LAKELAND FINL CORP
COMMON
511656100
1097
15410
SH
SOLE
14360
0
1050
LIBERTY ALL STAR EQU
SH BEN INT
530158104
158
18400
SH
SOLE
18400
0
0
LILLY ELI & CO
COMMON
532457108
1042
4507
SH
SOLE
4507
0
0
LINDSAY CORP
COM USD1
535555106
1141
7520
SH
SOLE
6970
0
550
MADDEN STEVEN LTD
COM
556269108
828
20670
SH
SOLE
19220
0
1450
MARATHON PETROLEUM
COMMON
56585A102
11668
188714
SH
SOLE
166964
0
21750
MARRIOTT INTL INC
CLASS A
571903202
9097
61450
SH
SOLE
54600
0
6850
MATADOR RESOURCES
COMMON
576485205
1494
39260
SH
SOLE
36760
0
2500
MCDONALDS CORP
COMMON
580135101
579
2403
SH
SOLE
2403
0
0
MERCK & CO INC
COMMON
58933Y105
397
5288
SH
SOLE
5288
0
0
MICROSOFT CORP
COMMON
594918104
54030
191642
SH
SOLE
170142
0
21500
MYRIAD GENETICS INC
COMMON
62855J104
567
17530
SH
SOLE
16330
0
1200
NEENAH INC
COMMON
640079109
287
6130
SH
SOLE
5730
0
400
NETSCOUT SYS INC
COMMON
64115T104
306
11350
SH
SOLE
10490
0
860
NEXTERA ENERGY INC
COMMON
65339F101
2494
31764
SH
SOLE
28364
0
3400
NORFOLK SOUTHERN
COMMON
655844108
10943
45720
SH
SOLE
40320
0
5400
ORACLE CORP
COMMON
68389X105
12859
147589
SH
SOLE
130339
0
17250
PNC FINL SVCS GROUP
DEPOSITARY SHARES
693475857
260
10000
SH
SOLE
10000
0
0
PRA GROUP INC
COMMON
69354N106
617
14670
SH
SOLE
13670
0
1000
PFIZER INC
COMMON
717081103
446
10369
SH
SOLE
10369
0
0
PHILIP MORRIS INTL
COMMON
718172109
10611
111955
SH
SOLE
97905
0
14050
PLAINS GP HLDINGS LP
CL A SHS LPI
72651A207
441
40850
SH
SOLE
35750
0
5100
PRESTIGE CONSUMER HE
COMMON
74112D101
959
17110
SH
SOLE
15910
0
1200
T ROWE PRICE GRP
COMMON
74144T108
14878
75628
SH
SOLE
67553
0
8075
PROCTER AND GAMBLE
COM
742718109
321
2298
SH
SOLE
2298
0
0
PUBLIC SVC ENTERPR
COMMON
744573106
6708
110193
SH
SOLE
96593
0
13600
RAYTHEON TECHNOLOGIE
COM USD1
75513E101
7393
86044
SH
SOLE
75094
0
10950
SCE TR III
FXD/FLT RT PFD
78409B207
1453
56450
SH
SOLE
56450
0
0
SPDR S&P 500 ETF TR
UNITS SER 1 S&P
78462F103
55548
129440
SH
SOLE
129440
0
0
SPDR S&P 500 ETF TR
UNITS SER 1 S&P
78462F103
14590
340
SH
Put
SOLE
340
0
0
ETF S&P EMRG MKTS
PRTFLIO EMER MARKETS
78463X509
1664
39129
SH
SOLE
38464
0
665
S&P WRLD EX US
DVLP WORLD EX-US ETF
78463X889
11501
317639
SH
SOLE
312012
0
5627
SPDR SERIES TRUST
PORTFOLIO LONG TERM
78464A367
2067
65900
SH
SOLE
65900
0
0
SPDR SERIES TRUST
PORTFOLIO INTERMEDIA
78464A375
7337
200900
SH
SOLE
200900
0
0
SPDR SERIES TRUST
PORTFOLIO SHORT TERM
78464A474
4178
133700
SH
SOLE
133700
0
0
SPDR SERIES TRUST
SPDR PRT S&P 500 ETF
78464A854
34946
692546
SH
SOLE
684486
0
8060
SPDR SER TR
SPDR S&P 600 SMLCAP
78468R853
2636
61868
SH
SOLE
60936
0
932
SCHWAB STRATEGIC T
US DIVIDEND EQUTY ET
808524797
1290
17382
SH
SOLE
17382
0
0
SEMTECH CORP
COMMON
816850101
1423
18260
SH
SOLE
17060
0
1200
SEMPRA
COMMON
816851109
1099
8679
SH
SOLE
8679
0
0
SOUTHERN CO
COMMON
842587107
528
8526
SH
SOLE
8526
0
0
STARBUCKS CORP
COMMON
855244109
13260
120220
SH
SOLE
106670
0
13550
STATE STREET CORP
DEP SHS 1/4000TH INT
857477855
587
20100
SH
SOLE
20100
0
0
SUPERNUS PHARMACEU
COMMON
868459108
480
17990
SH
SOLE
16790
0
1200
SYNAPTICS INC
COMMON
87157D109
2435
13540
SH
SOLE
12590
0
950
SYSCO CORP
COMMON
871829107
355
4523
SH
SOLE
4523
0
0
TTM TECHNOLOGIES IN
COMMON
87305R109
434
34470
SH
SOLE
31870
0
2600
TARGET CORPORATION
COMMON
87612E106
18127
79218
SH
SOLE
68218
0
11000
3M COMPANY
COMMON
88579Y101
6438
36690
SH
SOLE
31790
0
4900
TORO CO
COMMON
891092108
1650
16940
SH
SOLE
15740
0
1200
TRUIST FINANCIAL COR
COM USD5
89832Q109
633
10791
SH
SOLE
10791
0
0
US BANCORP DEL
COMMON
902973304
1061
17862
SH
SOLE
15532
0
2330
UNITED NAT FOODS INC
COMMON
911163103
1185
24500
SH
SOLE
22800
0
1700
VANECK ETF TR
FALLEN ANGEL HIGH YL
92189F437
2152
65100
SH
SOLE
65100
0
0
VANGUARD SPECIALIZED
DIV APPRECIATION
921908844
1342
8734
SH
SOLE
8734
0
0
VANGUARD MALVERN F
SH-TERM INFL PROTECD
922020805
41861
796135
SH
SOLE
796135
0
0
VANGUARD INTL EQUITY
ETF ALL-WORLD EX-US
922042775
3136
51450
SH
SOLE
51450
0
0
VANGUARD SCOTTSDAL
FDS VNG RUS2000IDX
92206C664
955
10800
SH
SOLE
10800
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
11857
30065
SH
SOLE
30065
0
0
VANGUARD INDEX TR
GROWTH
922908736
81795
281887
SH
SOLE
281887
0
0
VANGUARD INDEX TR
VALUE
922908744
66968
494698
SH
SOLE
494698
0
0
VANGUARD INDEX TR
SMALL CAP
922908751
328
1500
SH
SOLE
1500
0
0
VERINT SYS INC
COMMON
92343X100
587
13080
SH
SOLE
12170
0
910
VIACOMCBS INC
CLASS B
92556H206
6837
173023
SH
SOLE
154623
0
18400
WALMART INC
COMMON
931142103
14945
107241
SH
SOLE
102841
0
4400
WALGREENS BOOTS ALNC
COMMON
931427108
6937
147480
SH
SOLE
129480
0
18000
WASTE MANAGEMENT INC
COMMON
94106L109
705
4719
SH
SOLE
4719
0
0
WELLS FARGO & CO
COMMON
949746101
9018
194332
SH
SOLE
173582
0
20750
WELLS FARGO & CO
7.5% PFD CLA SER L
949746804
2593
1750
SH
SOLE
1750
0
0
NORWEGIAN CRUISE L
COMMON
G66721104
4289
160817
SH
SOLE
140667
0
20150
GARMIN LTD
COMMON
H2906T109
823
5295
SH
SOLE
5295
0
0
COGNYTE SOFTWARE LTD
COMMON NPV
M25133105
273
13330
SH
SOLE
12420
0
910