Custom Index Systems, LLC Incresed Positions in Q2 2025

Custom Index Systems, LLC

  • $210 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
23.8K
+ 50.94%
$52.4 - $64.65 $1.24M - $1.54M
70.4K $4.47B
AVGO
Broadcom Inc.

Technology
2.33K
+ 29.34%
$146.29 - $275.65 $341K - $642K
10.3K $2.83B
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
23.8K
+ 33.12%
$37.51 - $45.52 $894K - $1.09M
95.8K $4.34B
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
51.5K
+ 130.12%
N/A
91K $2.13B
AGX
Argan Inc

Industrials
3.64K
+ 81.83%
$120.08 - $243.11 $437K - $884K
8.08K $1.78B
NFLX
Netflix Inc

Communication Services
408
+ 26.09%
$855.86 - $1339.13 $349K - $546K
1.97K $2.64B
PLTR
Palantir Technologies Inc.

Technology
5.27K
+ 95.59%
$74.01 - $144.25 $390K - $760K
10.8K $1.47B
PG
Procter & Gamble CO

Consumer Defensive
5.84K
+ 359.08%
$157.66 - $172.39 $920K - $1.01M
7.46K $1.19B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
24K
+ 2452.6%
$87.84 - $1441.89 $2.11M - $34.6M
25K $2.25B
TTWO
Take Two Interactive Software Inc

Communication Services
2.87K
+ 95.54%
$194.58 - $243.05 $559K - $698K
5.88K $1.43B
IWF
Ishares Russell 1000 Gr ETF

ETFs
116
+ 1.08%
$320.42 - $424.58 $37.2K - $49.3K
10.9K $4.62B
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
19.2K
+ 63.65%
$26.69 - $33.44 $513K - $643K
49.5K $1.63B
FNDE
Schwab Fundamental Emerging Mk

ETFs
17.3K
+ 28.0%
$26.66 - $33.09 $462K - $573K
79.2K $2.61B
Federated Hermes ETF Trust
26.2K
+ 15.88%
N/A
191K $4.8B
EZU
Ishares Inc Msci Eurozone ETF

ETFs
10.2K
+ 121.29%
$47.63 - $60.01 $485K - $611K
18.6K $1.1B
VRT
Vertiv Holdings CO

Industrials
1.24K
+ 14.09%
N/A
10.1K $1.29B
UTI
Universal Technical Institute Inc

Consumer Defensive
14.4K
+ 92.44%
$25.25 - $35.9 $362K - $515K
29.9K $1.01B
GOOG
Alphabet Inc.

Communication Services
1.72K
+ 15.96%
$146.58 - $180.01 $252K - $309K
12.5K $2.22B
IVW
Ishares S&P 500 Growth ETF

ETFs
44
+ 0.15%
$82.96 - $110.1 $3.65K - $4.84K
30K $3.31B
KR
Kroger CO

Consumer Defensive
6.24K
+ 45.58%
$64.62 - $74.0 $403K - $462K
19.9K $1.43B
Lam Research Corp
3.8K
+ 76.87%
N/A
8.75K $852M
CDNS
Cadence Design Systems Inc

Technology
1.23K
+ 82.46%
$231.64 - $323.08 $285K - $398K
2.73K $840M
MCK
Mckesson Corp

Healthcare
448
+ 26.28%
$652.83 - $732.78 $292K - $328K
2.15K $1.58B
CLH
Clean Harbors Inc

Industrials
1.28K
+ 71.62%
$182.1 - $233.5 $233K - $299K
3.07K $710M
CNP
Centerpoint Energy Inc

Utilities
9.02K
+ 70.06%
$35.5 - $39.05 $320K - $352K
21.9K $804M
FTNT
Fortinet, Inc.

Technology
2.63K
+ 44.06%
$84.71 - $108.69 $223K - $286K
8.6K $909M
SCHV
Schwab Strategic Tr Us Large C

ETFs
8.19K
+ 8.41%
$23.55 - $27.67 $193K - $227K
106K $2.92B
HWM
Howmet Aerospace Inc.

Industrials
647
+ 17.24%
$112.33 - $186.13 $72.7K - $120K
4.4K $819M
TTD
Trade Desk, Inc.

Technology
2.38K
+ 29.31%
$45.27 - $79.4 $108K - $189K
10.5K $757M
IAU
Ishares Gold Trust

ETFs
4.36K
+ 52.25%
$56.1 - $64.74 $244K - $282K
12.7K $792M
GOOGL
Alphabet Inc.

Communication Services
388
+ 3.73%
$144.7 - $178.6 $56.1K - $69.3K
10.8K $1.9B
Global X Fds
3.1K
+ 43.19%
N/A
10.3K $619M
FXO
First Tr Exchange Traded Fd Fi

ETFs
4.43K
+ 46.54%
$45.9 - $56.06 $203K - $248K
14K $782M
Waystar Hldg Corp
5.96K
+ 81.04%
N/A
13.3K $544M
SIVR
Abrdn Silver ETF Trust

ETFs
6.9K
+ 73.75%
$28.36 - $35.37 $196K - $244K
16.2K $559M
GILD
Gilead Sciences, Inc.

Healthcare
2.23K
+ 72.29%
$96.91 - $113.0 $216K - $251K
5.3K $588M
COST
Costco Wholesale Corp

Consumer Defensive
182
+ 12.97%
$908.13 - $1056.85 $165K - $192K
1.59K $1.57B
XSMO
Invesco S&P Smallcap Momentum

ETFs
3.03K
+ 71.81%
$55.15 - $68.11 $167K - $207K
7.26K $494M
FNDF
Schwab Fundamental Intl Large

ETFs
3.28K
+ 13.22%
$32.25 - $40.02 $106K - $131K
28.1K $1.12B
CPNG
Coupang, Inc.

Consumer Cyclical
2.79K
+ 16.45%
$19.76 - $30.81 $55K - $85.8K
19.7K $591M
DECK
Deckers Outdoor Corp

Consumer Cyclical
2.66K
+ 41.1%
$100.44 - $129.37 $267K - $344K
9.12K $940M
MTZ
Mastec Inc

Industrials
450
+ 17.7%
$106.07 - $171.99 $47.7K - $77.4K
2.99K $510M
SAP
Sap Se

Technology
375
+ 13.75%
$237.53 - $309.8 $89.1K - $116K
3.1K $943M
PLMR
Palomar Holdings, Inc.

Financial Services
400
+ 5.16%
$129.99 - $175.67 $52K - $70.3K
8.15K $1.26B
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.67K
+ 13.21%
$91.23 - $97.27 $152K - $162K
14.3K $1.39B
QQQ
Invesco Qqq Trust, Series 1

ETFs
33
+ 1.63%
$416.06 - $551.64 $13.7K - $18.2K
2.05K $1.13B
APPF
Appfolio Inc

Technology
600
+ 16.38%
$192.02 - $234.65 $115K - $141K
4.26K $982M
MELI
Mercadolibre Inc

Consumer Cyclical
27
+ 16.98%
$1794.73 - $2613.63 $48.5K - $70.6K
186 $486M
MNDY
Monday.Com Ltd.

Technology
217
+ 16.21%
$217.77 - $314.48 $47.3K - $68.2K
1.56K $489M
Activity Summary
Buys All Purchases 130 New Holdings 27 Increased Positions 103 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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