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
KMPR
Kemper Corp

Financial Services
-47
- 1.43%
$55.12 - $67.26 $2.59K - $3.16K
3.25K $210M
KMI
Kinder Morgan, Inc.

Energy
-631
- 5.5%
$25.21 - $29.4 $15.9K - $18.6K
10.9K $319M
CBRE
Cbre Group, Inc.

Real Estate
-705
- 7.25%
$113.94 - $140.12 $80.3K - $98.8K
9.02K $1.26B
ROST
Ross Stores, Inc.

Consumer Cyclical
-7
- 0.41%
$126.62 - $154.26 $886 - $1.08K
1.69K $215M
ADI
Analog Devices Inc

Technology
-201
- 14.52%
$164.6 - $238.02 $33.1K - $47.8K
1.18K $282M
PH
Parker Hannifin Corp

Industrials
-48
- 11.65%
$517.23 - $700.54 $24.8K - $33.6K
364 $254M
FNB
Fnb Corp

Financial Services
-1.18K
- 6.0%
$11.48 - $14.58 $13.5K - $17.2K
18.4K $269M
V
Visa Inc.

Financial Services
-16
- 0.55%
$308.27 - $373.31 $4.93K - $5.97K
2.88K $1.02B
IVE
Ishares S&P 500 Value ETF

ETFs
-72
- 1.4%
$168.34 - $195.42 $12.1K - $14.1K
5.07K $991M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-991
- 10.19%
$224.16 - $285.86 $222K - $283K
8.73K $2.5B
WBD
Warner Bros. Discovery, Inc.

Communication Services
-5
- 0.02%
$7.69 - $11.46 $38.5 - $57.3
22.1K $253M
ITA
Ishares Tr

ETFs
-260
- 13.82%
$135.31 - $188.64 $35.2K - $49K
1.62K $306M
WMT
Walmart Inc.

Consumer Defensive
-398
- 6.59%
$81.79 - $99.98 $32.6K - $39.8K
5.64K $552M
PAC
Pacific Airport Group

Industrials
-174
- 11.5%
$175.11 - $238.95 $30.5K - $41.6K
1.34K $307M
SQ
Block, Inc.

Technology
-606
- 10.88%
N/A
4.96K $337M
FYC
First Trust Small Cap Growth A

ETFs
-56
- 1.53%
$61.01 - $79.58 $3.42K - $4.46K
3.6K $286M
DLR
Digital Realty Trust, Inc.

Real Estate
-93
- 5.5%
$136.11 - $177.69 $12.7K - $16.5K
1.6K $278M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
-50
- 1.67%
$162.37 - $200.76 $8.12K - $10K
2.94K $555M
PFGC
Performance Food Group CO

Consumer Defensive
-178
- 2.92%
$71.62 - $89.56 $12.7K - $15.9K
5.92K $518M
KLAC
Kla Corp

Technology
-27
- 8.77%
$576.53 - $902.94 $15.6K - $24.4K
281 $252M
HLI
Houlihan Lokey, Inc.

Financial Services
-96
- 2.92%
$141.59 - $182.75 $13.6K - $17.5K
3.19K $574M
WMB
Williams Companies, Inc.

Energy
-224
- 1.14%
$54.33 - $62.87 $12.2K - $14.1K
19.4K $1.22B
AMG
Affiliated Managers Group, Inc.

Financial Services
-99
- 4.04%
$143.35 - $197.67 $14.2K - $19.6K
2.35K $462M
SE
Sea LTD

Consumer Cyclical
-1.22K
- 14.5%
$105.57 - $170.4 $128K - $207K
7.16K $1.15B
DGX
Quest Diagnostics Inc

Healthcare
-127
- 1.73%
N/A
7.21K $1.29B
NOW
Service Now, Inc.

Technology
-73
- 11.7%
$721.65 - $1040.18 $52.7K - $75.9K
551 $566M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.38K
- 21.46%
$141.37 - $228.57 $195K - $315K
5.05K $1.14B
GWRE
Guidewire Software, Inc.

Technology
-69
- 3.49%
$172.73 - $257.37 $11.9K - $17.8K
1.91K $449M
FFIV
F5, Inc.

Technology
-82
- 2.13%
$239.25 - $295.9 $19.6K - $24.3K
3.76K $1.11B
SHBI
Shore Bancshares Inc

Financial Services
-1.27K
- 2.5%
$11.78 - $15.72 $14.9K - $19.9K
49.4K $777M
AN
Autonation, Inc.

Consumer Cyclical
-37
- 1.36%
$155.71 - $201.03 $5.76K - $7.44K
2.69K $535M
IGV
Ishares Expanded Tech Software

ETFs
-60
- 1.2%
$80.15 - $109.5 $4.81K - $6.57K
4.94K $541M
TSLA
Tesla, Inc.

Consumer Cyclical
-259
- 7.65%
$221.86 - $362.89 $57.5K - $94K
3.13K $993M
INOD
Innodata Inc

Technology
-1.07K
- 9.63%
$29.68 - $51.96 $31.9K - $55.8K
10.1K $516M
CRWD
Crowd Strike Holdings, Inc.

Technology
-10
- 0.99%
$321.63 - $509.31 $3.22K - $5.09K
1K $509M
PAY
Paymentus Holdings, Inc.

Technology
-703
- 2.62%
$24.13 - $39.84 $17K - $28K
26.1K $856M
JPM
Jpmorgan Chase & CO

Financial Services
-26
- 0.66%
$210.28 - $289.91 $5.47K - $7.54K
3.89K $1.13B
ACM
Aecom

Industrials
-68
- 0.68%
$87.19 - $113.06 $5.93K - $7.69K
10K $1.13B
ORCL
Oracle Corp

Technology
-229
- 6.79%
$122.82 - $218.63 $28.1K - $50.1K
3.15K $688M
APH
Amphenol Corp

Technology
-1.11K
- 10.45%
$59.09 - $98.75 $65.5K - $110K
9.5K $938M
CEG
Constellation Energy Corp

Utilities
-48
- 1.58%
$170.96 - $322.76 $8.21K - $15.5K
2.99K $966M
AMZN
Amazon Com Inc

Consumer Cyclical
-228
- 1.55%
$167.32 - $223.3 $38.1K - $50.9K
14.5K $3.17B
MSFT
Microsoft Corp

Technology
-1.98K
- 17.66%
$354.56 - $497.45 $702K - $985K
9.23K $4.59B
VST
Vistra Corp.

Utilities
-394
- 6.14%
$98.07 - $195.04 $38.6K - $76.8K
6.03K $1.17B
META
Meta Platforms, Inc.

Communication Services
-281
- 6.57%
$484.66 - $738.09 $136K - $207K
4K $2.95B
CW
Curtiss Wright Corp

Industrials
-101
- 2.6%
$283.18 - $488.55 $28.6K - $49.3K
3.78K $1.85B
NVDA
Nvidia Corp

Technology
-480
- 1.01%
$94.31 - $157.99 $45.3K - $75.8K
47.2K $7.45B
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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