Custom Index Systems, LLC Portfolio Holdings

Custom Index Systems, LLC

  • $210 Billion
  • Q2 2025

Custom Index Systems, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $210 Billion distributed in 232 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $10.2B, Nvidia Corp with a value of $7.45B, Federated Hermes ETF Trust with a value of $4.8B, Ishares Russell 1000 Gr ETF with a value of $4.62B, and Microsoft Corp with a value of $4.59B.

Examining the 13F form we can see an increase of $12.3B in the current position value, from $197B to 210B.

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 $210 Billion
ETFs: $59 Billion
Technology: $42.7 Billion
Financial Services: $17 Billion
Industrials: $14.5 Billion
Consumer Cyclical: $13 Billion
Communication Services: $12.5 Billion
Energy: $11.4 Billion
Healthcare: $8.34 Billion
Other: $18.6 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$10.2 Billion 4.87% of portfolio
49,795
Q2 2025 Reduced 1.51%
$456B
$7.45 Billion 3.55% of portfolio
47,156
Q2 2025 Reduced 1.01%
$3.95T
$4.59 Billion 2.19% of portfolio
9,232
Q2 2025 Reduced 17.66%
$2.26T
$3.17 Billion 1.51% of portfolio
14,471
Q2 2025 Reduced 1.55%
$1.78T
$2.95 Billion 1.41% of portfolio
3,996
Q2 2025 Reduced 6.57%
$127B
$2.83 Billion 1.35% of portfolio
10,271
Q2 2025 Added 29.34%
$545B
$2.64 Billion 1.26% of portfolio
1,972
Q2 2025 Added 26.09%
$6.4B
$2.25 Billion 1.07% of portfolio
24,990
Q2 2025 Added 2,452.6%
$1.24T
$2.22 Billion 1.06% of portfolio
12,488
Q2 2025 Added 15.96%
$1.21T
$1.9 Billion 0.91% of portfolio
10,791
Q2 2025 Added 3.73%
$19.3B
$1.85 Billion 0.88% of portfolio
3,778
Q2 2025 Reduced 2.6%
$3.32B
$1.78 Billion 0.85% of portfolio
8,084
Q2 2025 Added 81.83%
$8.21B
$1.61 Billion 0.77% of portfolio
15,552
Q2 2025 Reduced 10.92%
$439B
$1.57 Billion 0.75% of portfolio
1,585
Q2 2025 Added 12.97%
$94.7B
$1.58 Billion 0.75% of portfolio
2,153
Q2 2025 Added 26.28%
$367B
$1.47 Billion 0.7% of portfolio
10,787
Q2 2025 Added 95.59%
$52.6B
$1.43 Billion 0.68% of portfolio
19,927
Q2 2025 Added 45.58%
$11.1B
$1.38 Billion 0.66% of portfolio
10,956
Q2 2025 Added 4.58%
$15.6B
$1.29 Billion 0.62% of portfolio
7,206
Q2 2025 Reduced 1.73%
$32.7B
$1.29 Billion 0.62% of portfolio
10,059
Q2 2025 Added 14.09%
$50.1B
$1.26 Billion 0.6% of portfolio
9,017
Q2 2025 Reduced 7.25%
$3.11B
$1.26 Billion 0.6% of portfolio
8,151
Q2 2025 Added 5.16%
$70.4B
$1.22 Billion 0.58% of portfolio
19,416
Q2 2025 Reduced 1.14%
$368B
$1.19 Billion 0.57% of portfolio
7,460
Q2 2025 Added 359.08%
$87.2B
$1.17 Billion 0.56% of portfolio
6,028
Q2 2025 Reduced 6.14%
$1.27T
$1.14 Billion 0.55% of portfolio
5,047
Q2 2025 Reduced 21.46%
$97.8B
$1.15 Billion 0.55% of portfolio
7,164
Q2 2025 Reduced 14.5%
$16.9B
$1.13 Billion 0.54% of portfolio
10,001
Q2 2025 Reduced 0.68%
$25B
$1.12 Billion 0.54% of portfolio
6,121
Q2 2025 Reduced 19.07%
$859B
$1.13 Billion 0.54% of portfolio
3,889
Q2 2025 Reduced 0.66%
$19.5B
$1.11 Billion 0.53% of portfolio
3,761
Q2 2025 Reduced 2.13%
$133B
$1.08 Billion 0.52% of portfolio
1,407
Q2 2025 Reduced 37.33%
-
$1.05 Billion 0.5% of portfolio
34,683
Q2 2025 New
$551B
$1.02 Billion 0.49% of portfolio
2,880
Q2 2025 Reduced 0.55%
$896M
$1.01 Billion 0.48% of portfolio
29,882
Q2 2025 Added 92.44%
$68.2B
$992 Million 0.47% of portfolio
31,994
Q2 2025 Reduced 5.12%
$1.08T
$993 Million 0.47% of portfolio
3,127
Q2 2025 Reduced 7.65%
$5.5B
$982 Million 0.47% of portfolio
4,263
Q2 2025 Added 16.38%
$50.2B
$985 Million 0.47% of portfolio
19,116
Q2 2025 Reduced 11.32%
$111B
$966 Million 0.46% of portfolio
2,993
Q2 2025 Reduced 1.58%
$2.75B
$940 Million 0.45% of portfolio
9,119
Q2 2025 Added 41.1%
$323B
$943 Million 0.45% of portfolio
3,102
Q2 2025 Added 13.75%
$66.5B
$938 Million 0.45% of portfolio
9,501
Q2 2025 Reduced 10.45%
$55.4B
$913 Million 0.44% of portfolio
5,681
Q2 2025 Reduced 14.64%
$12.3B
$898 Million 0.43% of portfolio
49,035
Q2 2025 Reduced 5.92%
$61.9B
$909 Million 0.43% of portfolio
8,596
Q2 2025 Added 44.06%
$14.7B
$858 Million 0.41% of portfolio
22,165
Q2 2025 Added 11.97%
$688M
$856 Million 0.41% of portfolio
26,148
Q2 2025 Reduced 2.62%
$2.82B
$838 Million 0.4% of portfolio
54,908
Q2 2025 Added 4.36%

Summary

  • Portfolio
  • No. of Stocks 232
  • Current Value $210 Billion
  • Prior Value $197 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 27 stocks
  • Additional Purchases 103 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 98 stocks
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