Custom Index Systems, LLC Reduced Holdings in Q2 2025

Custom Index Systems, LLC

  • $210 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-765
- 1.51%
$172.42 - $223.89 $132K - $171K
49.8K $10.2B
WELL
Welltower Inc.

Real Estate
-4.74K
- 47.53%
$136.49 - $155.22 $647K - $736K
5.23K $805M
ARGX
Argenx Se

Healthcare
-983
- 45.76%
$532.27 - $656.65 $523K - $645K
1.17K $642M
Atlassian Corporation
-2.71K
- 53.9%
N/A
2.32K $471M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-3.43K
- 59.48%
$179.95 - $278.88 $617K - $955K
2.33K $651M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.82K
- 37.74%
$272.36 - $339.57 $496K - $618K
3K $1.02B
ACN
Accenture PLC

Technology
-1.32K
- 54.46%
$279.23 - $323.21 $368K - $426K
1.1K $330M
OKE
Oneok Inc

Energy
-2.55K
- 21.64%
$78.71 - $100.37 $200K - $255K
9.21K $752M
KNTK
Kinetik Holdings Inc.

Energy
-4.28K
- 26.9%
$40.12 - $53.83 $172K - $230K
11.6K $512M
TRGP
Targa Resources Corp.

Energy
-1.02K
- 23.17%
$157.32 - $205.72 $161K - $210K
3.39K $589M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-4.6K
- 28.75%
$49.79 - $50.75 $229K - $233K
11.4K $579M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.56K
- 33.36%
$152.42 - $182.82 $238K - $285K
3.11K $569M
EQIX
Equinix Inc

Real Estate
-242
- 26.54%
$740.07 - $914.43 $179K - $221K
670 $533M
DOV
Dover Corp

Industrials
-1.44K
- 19.07%
$151.14 - $186.7 $218K - $269K
6.12K $1.12B
SPG
Simon Property Group Inc

Real Estate
-974
- 14.64%
$140.37 - $171.44 $137K - $167K
5.68K $913M
R
Ryder System Inc

Industrials
-1.61K
- 36.87%
$130.14 - $160.88 $210K - $259K
2.76K $439M
BKR
Baker Hughes CO

Energy
-1.91K
- 10.25%
$35.0 - $44.92 $67K - $86K
16.8K $643M
MPLX
Mplx LP

Energy
-2.44K
- 11.32%
$46.68 - $53.89 $114K - $131K
19.1K $985M
EPD
Enterprise Products Partners L.P.

Energy
-1.73K
- 5.12%
$28.95 - $34.22 $50K - $59.1K
32K $992M
XLU
Utilities Sector Spdr

ETFs
-2.17K
- 29.71%
$73.09 - $82.77 $158K - $179K
5.13K $419M
SPOT
Spotify Technology S.A.

Communication Services
-838
- 37.33%
$503.3 - $775.9 $422K - $650K
1.41K $1.08B
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.37K
- 7.13%
$166.82 - $194.23 $228K - $266K
17.8K $3.46B
AZN
Astrazeneca PLC

Healthcare
-1.66K
- 21.29%
$64.87 - $75.0 $108K - $125K
6.15K $430M
PAA
Plains All American Pipeline LP

Energy
-3.08K
- 5.92%
$16.03 - $20.28 $49.4K - $62.5K
49K $898M
NVO
Novo Nordisk A S

Healthcare
-2.03K
- 24.43%
$58.08 - $81.05 $118K - $165K
6.28K $434M
RACE
Ferrari N.V.

Consumer Cyclical
-461
- 34.25%
$397.86 - $499.02 $183K - $230K
885 $434M
KWEB
Kraneshares Tr Csi China Inter

ETFs
-3.84K
- 30.79%
$28.28 - $35.22 $108K - $135K
8.62K $296M
AXS
Axis Capital Holdings LTD

Financial Services
-1.91K
- 10.92%
$87.23 - $106.93 $166K - $204K
15.6K $1.61B
UBS
Ubs Group Ag

Financial Services
-5.53K
- 32.05%
$26.12 - $33.82 $144K - $187K
11.7K $396M
STWD
Starwood Property Trust, Inc.

Real Estate
-6.45K
- 30.34%
$17.28 - $20.41 $111K - $132K
14.8K $297M
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
-124
- 0.34%
$21.4 - $26.31 $2.65K - $3.26K
36.3K $788M
AXP
American Express CO

Financial Services
-530
- 29.28%
$231.39 - $318.98 $123K - $169K
1.28K $408M
ET
Energy Transfer LP

Energy
-3K
- 6.28%
$15.65 - $18.93 $46.9K - $56.7K
44.7K $811M
JNJ
Johnson & Johnson

Healthcare
-312
- 15.21%
$146.36 - $159.82 $45.7K - $49.9K
1.74K $266M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-77
- 12.28%
$421.16 - $509.5 $32.4K - $39.2K
550 $245M
ISRG
Intuitive Surgical Inc

Healthcare
-153
- 20.59%
$451.58 - $565.94 $69.1K - $86.6K
590 $321M
PAGP
Plains Gp Holdings LP

Energy
-748
- 5.8%
$17.24 - $21.61 $12.9K - $16.2K
12.2K $236M
EEFT
Euronet Worldwide, Inc.

Technology
-167
- 4.27%
$87.44 - $112.74 $14.6K - $18.8K
3.75K $380M
AWI
Armstrong World Industries Inc

Industrials
-641
- 20.56%
$126.1 - $163.12 $80.8K - $105K
2.48K $402M
PWR
Quanta Services, Inc.

Industrials
-507
- 40.53%
$239.47 - $381.26 $121K - $193K
744 $281M
WEC
Wec Energy Group, Inc.

Utilities
-96
- 2.44%
$102.24 - $109.76 $9.82K - $10.5K
3.85K $401M
DBA
Invesco Db Agriculture Fund

ETFs
-845
- 4.6%
$25.27 - $27.68 $21.4K - $23.4K
17.5K $458M
MGV
Vanguard Mega Cap Value

ETFs
-258
- 6.38%
$114.87 - $131.25 $29.6K - $33.9K
3.79K $497M
NI
Nisource Inc.

Utilities
-581
- 5.74%
$37.11 - $40.64 $21.6K - $23.6K
9.53K $385M
BSX
Boston Scientific Corp

Healthcare
-496
- 9.71%
$89.7 - $107.41 $44.5K - $53.3K
4.61K $495M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
-2.2K
- 9.07%
$16.37 - $18.59 $35.9K - $40.8K
22K $406M
ONB
Old National Bancorp

Financial Services
-770
- 4.77%
$17.95 - $22.57 $13.8K - $17.4K
15.4K $328M
SYK
Stryker Corp

Healthcare
-126
- 8.05%
$337.37 - $395.63 $42.5K - $49.8K
1.44K $569M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-440
- 5.47%
$56.84 - $65.5 $25K - $28.8K
7.6K $498M
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
Track This Portfolio

Track Custom Index Systems, LLC Portfolio

Follow Custom Index Systems, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Custom Index Systems, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Custom Index Systems, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email