Custom Index Systems, LLC Portfolio Holdings

Custom Index Systems, LLC

  • $197 Billion
  • Q1 2025

Custom Index Systems, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $197 Billion distributed in 273 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $11.2B, Nvidia Corp with a value of $5.16B, Microsoft Corp with a value of $4.21B, Federated Hermes ETF Trust with a value of $4.13B, and Ishares Russell 1000 Gr ETF with a value of $3.89B.

Examining the 13F form we can see an increase of $11B in the current position value, from $186B to 197B.

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 $197 Billion
ETFs: $51.3 Billion
Technology: $39.6 Billion
Financial Services: $19.5 Billion
Consumer Cyclical: $13.5 Billion
Industrials: $13.3 Billion
Energy: $13.3 Billion
Healthcare: $9.99 Billion
Communication Services: $9.57 Billion
Other: $17 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$212 Million 0.11% of portfolio
6,523
Q1 2025 Added 2.34%
$128B
$222 Million 0.11% of portfolio
725
Q1 2025 New
$4.6B
$200 Million 0.1% of portfolio
104
Q1 2025 New
$8.59B
$205 Million 0.1% of portfolio
1,230
Q1 2025 New
$31.3B
$204 Million 0.1% of portfolio
1,637
Q1 2025 New
$2.49B
$194 Million 0.1% of portfolio
12,152
Q1 2025 New
$1.21B
$127 Million 0.06% of portfolio
15,422
Q1 2025 New
$3.87B
$123 Million 0.06% of portfolio
15,000
Q4 2023 New
$1.03B
$115 Million 0.06% of portfolio
13,978
Q1 2025 New
$1.67B
$65.9 Million 0.03% of portfolio
11,425
Q1 2025 New
$64.4B
$47.1 Million 0.02% of portfolio
12,339
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 273
  • Current Value $197 Billion
  • Prior Value $186 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 112 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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