Custom Index Systems, LLC Portfolio Holdings

Custom Index Systems, LLC

  • $337 Billion
  • Q3 2025

Custom Index Systems, LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $337 Billion distributed in 262 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $14.3B, Nvidia Corp with a value of $11.3B, Ishares Russell 1000 Gr ETF with a value of $9.69B, Msci Eafe Value ETF with a value of $7.5B, and Ishares S&P 500 Growth ETF with a value of $7.2B.

Examining the 13F form we can see an increase of $127B in the current position value, from $210B to 337B.

Custom Index Systems, LLC is based out at New York, NY

Below you can find more details about Custom Index Systems, LLC portfolio as well as his latest detailed transactions.

Portfolio value $337 Billion
ETFs: $115 Billion
Technology: $68.2 Billion
Industrials: $22.9 Billion
Financial Services: $22.8 Billion
Consumer Cyclical: $22.2 Billion
Communication Services: $20.7 Billion
Healthcare: $11.2 Billion
Consumer Defensive: $10.3 Billion
Other: $25.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.35T
$14.3 Billion 4.24% of portfolio
56,008
Q3 2025 Added 12.48%
$505B
$11.3 Billion 3.36% of portfolio
60,638
Q3 2025 Added 28.59%
$0
$9.69 Billion 2.88% of portfolio
20,681
Q3 2025 Added 90.08%
$0
$7.5 Billion 2.23% of portfolio
110,609
Q3 2025 Added 57.14%
$0
$7.2 Billion 2.14% of portfolio
59,648
Q3 2025 Added 98.65%
$0
$6.94 Billion 2.06% of portfolio
150,937
Q3 2025 Added 57.52%
$3.86T
$6.94 Billion 2.06% of portfolio
13,394
Q3 2025 Added 45.08%
$0
$6.83 Billion 2.03% of portfolio
33,555
Q3 2025 Added 88.54%
$0
$5.97 Billion 1.77% of portfolio
18,657
Q3 2025 Added 113.71%
$0
$5.77 Billion 1.71% of portfolio
198,042
Q3 2025 Added 87.59%
Federated Hermes ETF Trust
-
$5.08 Billion 1.51% of portfolio
-
Q3 2025 Added 4.71%
$1.72T
$5.03 Billion 1.49% of portfolio
20,654
Q3 2025 Added 65.39%
$0
$4.6 Billion 1.37% of portfolio
84,935
Q3 2025 Added 57.34%
$0
$4.5 Billion 1.34% of portfolio
124,551
Q3 2025 Added 57.35%
$150B
$4.4 Billion 1.31% of portfolio
13,331
Q3 2025 Added 29.79%
$1.46T
$4.42 Billion 1.31% of portfolio
6,020
Q3 2025 Added 50.65%
$5.93B
$4.19 Billion 1.25% of portfolio
38,869
Q3 2025 Added 55.54%
$498B
$3.85 Billion 1.14% of portfolio
3,212
Q3 2025 Added 62.88%
$0
$3.64 Billion 1.08% of portfolio
143,354
Q3 2025 Added 57.5%
$0
$3.47 Billion 1.03% of portfolio
73,959
Q3 2025 New
$0
$3.39 Billion 1.01% of portfolio
54,047
Q3 2025 New
$4.14B
$3.22 Billion 0.96% of portfolio
11,931
Q3 2025 Added 47.59%
$1.68T
$3.12 Billion 0.93% of portfolio
12,851
Q3 2025 Added 19.09%
$5.13B
$2.76 Billion 0.82% of portfolio
10,002
Q3 2025 Added 134.62%
$0
$2.78 Billion 0.82% of portfolio
78,214
Q3 2025 Added 58.16%
$9.92B
$2.64 Billion 0.79% of portfolio
31,331
Q3 2025 Added 253.94%
$117B
$2.59 Billion 0.77% of portfolio
3,347
Q3 2025 Added 55.46%
$42.7B
$2.38 Billion 0.71% of portfolio
9,213
Q3 2025 Added 56.68%
$78.4B
$2.39 Billion 0.71% of portfolio
12,195
Q3 2025 Added 102.31%
$15.6B
$2.22 Billion 0.66% of portfolio
11,659
Q3 2025 Added 61.8%
$49B
$2.14 Billion 0.63% of portfolio
13,554
Q3 2025 Added 50.32%
$45.5B
$2.12 Billion 0.63% of portfolio
31,511
Q3 2025 Added 58.13%
$9.91B
$2.13 Billion 0.63% of portfolio
9,748
Q3 2025 Added 262.24%
Labcorp Holdings Inc
-
$2.1 Billion 0.62% of portfolio
-
Q3 2025 Added 54.24%
$0
$2.08 Billion 0.62% of portfolio
3,468
Q3 2025 Added 68.92%
$394B
$2.1 Billion 0.62% of portfolio
11,526
Q3 2025 Added 6.85%
$70.5B
$2.04 Billion 0.61% of portfolio
32,198
Q3 2025 Added 65.83%
$0
$2 Billion 0.6% of portfolio
5,480
Q3 2025 Added 82.48%
$18.8B
$2.02 Billion 0.6% of portfolio
15,478
Q3 2025 Added 54.76%
$0
$1.96 Billion 0.58% of portfolio
9,502
Q3 2025 Added 87.38%
$0
$1.92 Billion 0.57% of portfolio
44,732
Q3 2025 Added 59.21%
$82.9B
$1.87 Billion 0.56% of portfolio
15,121
Q3 2025 Added 59.15%
$403B
$1.88 Billion 0.56% of portfolio
2,028
Q3 2025 Added 27.95%
$15.1B
$1.88 Billion 0.56% of portfolio
5,816
Q3 2025 Added 54.64%
Spinnaker ETF Series
-
$1.85 Billion 0.55% of portfolio
-
Q3 2025 Added 92.28%
$0
$1.83 Billion 0.54% of portfolio
29,587
Q3 2025 Added 59.3%
$1.08B
$1.82 Billion 0.54% of portfolio
55,894
Q3 2025 Added 87.05%
$0
$1.83 Billion 0.54% of portfolio
38,335
Q3 2025 New
Lam Research Corp
-
$1.79 Billion 0.53% of portfolio
-
Q3 2025 Added 52.42%

Summary

  • Portfolio
  • No. of Stocks 262
  • Current Value $337 Billion
  • Prior Value $210 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 52 stocks
  • Additional Purchases 163 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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