Custom Index Systems, LLC Portfolio Holdings

Custom Index Systems, LLC

  • $337 Billion
  • Q3 2025

Custom Index Systems, LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $337 Billion distributed in 262 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $14.3B, Nvidia Corp with a value of $11.3B, Ishares Russell 1000 Gr ETF with a value of $9.69B, Msci Eafe Value ETF with a value of $7.5B, and Ishares S&P 500 Growth ETF with a value of $7.2B.

Examining the 13F form we can see an increase of $127B in the current position value, from $210B to 337B.

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 $337 Billion
ETFs: $115 Billion
Technology: $68.2 Billion
Industrials: $22.9 Billion
Financial Services: $22.8 Billion
Consumer Cyclical: $22.2 Billion
Communication Services: $20.7 Billion
Healthcare: $11.2 Billion
Consumer Defensive: $10.3 Billion
Other: $25.9 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.35T
$14.3 Billion 4.24% of portfolio
56,008
Q3 2025 Added 12.48%
$505B
$11.3 Billion 3.36% of portfolio
60,638
Q3 2025 Added 28.59%
$3.86T
$6.94 Billion 2.06% of portfolio
13,394
Q3 2025 Added 45.08%
$1.72T
$5.03 Billion 1.49% of portfolio
20,654
Q3 2025 Added 65.39%
$1.46T
$4.42 Billion 1.31% of portfolio
6,020
Q3 2025 Added 50.65%
$2.49T
$4.41 Billion 1.31% of portfolio
20,073
Q3 2025 Added 38.71%
$498B
$3.85 Billion 1.14% of portfolio
3,212
Q3 2025 Added 62.88%
$1.68T
$3.12 Billion 0.93% of portfolio
12,851
Q3 2025 Added 19.09%
$394B
$2.1 Billion 0.62% of portfolio
11,526
Q3 2025 Added 6.85%
$403B
$1.88 Billion 0.56% of portfolio
2,028
Q3 2025 Added 27.95%
$1.44T
$1.6 Billion 0.48% of portfolio
3,595
Q3 2025 Added 14.97%
$708B
$1.58 Billion 0.47% of portfolio
5,606
Q3 2025 Added 78.25%
$356B
$1.46 Billion 0.43% of portfolio
9,484
Q3 2025 Added 27.13%
$1.56T
$1.45 Billion 0.43% of portfolio
5,204
Q3 2025 Added 3.11%
$557B
$1.34 Billion 0.4% of portfolio
3,933
Q3 2025 Added 36.56%
$913B
$1.36 Billion 0.4% of portfolio
4,311
Q3 2025 Added 10.85%
$270B
$1.06 Billion 0.32% of portfolio
3,199
Q3 2025 Added 149.92%
$526B
$1.02 Billion 0.3% of portfolio
1,791
Q3 2025 Added 57.11%
$304B
$830 Million 0.25% of portfolio
3,108
Q3 2025 Added 0.19%
$275B
$788 Million 0.23% of portfolio
7,646
Q3 2025 Added 35.54%
$421B
$765 Million 0.23% of portfolio
790
Q3 2025 Added 19.52%
$255B
$480 Million 0.14% of portfolio
6,256
Q3 2025 Added 1.77%
$243B
$420 Million 0.12% of portfolio
2,510
Q3 2025 New
$269B
$412 Million 0.12% of portfolio
517
Q3 2025 Added 11.66%
$429B
$337 Million 0.1% of portfolio
6,536
Q3 2025 Added 33.72%
$494B
$323 Million 0.1% of portfolio
1,744
Q3 2025 Added 0.29%
$330B
$293 Million 0.09% of portfolio
3,500
Q4 2024 New
$820B
$233 Million 0.07% of portfolio
305
Q3 2025 New
$300B
$224 Million 0.07% of portfolio
3,268
Q3 2025 New
$305B
$250 Million 0.07% of portfolio
524
Q3 2025 New
$338B
$241 Million 0.07% of portfolio
801
Q3 2025 New
$386B
$218 Million 0.06% of portfolio
943
Q3 2025 New
$216B
$213 Million 0.06% of portfolio
1,589
Q3 2025 New
$276B
$202 Million 0.06% of portfolio
716
Q3 2025 New
$260B
$218 Million 0.06% of portfolio
918
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 262
  • Current Value $337 Billion
  • Prior Value $210 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 52 stocks
  • Additional Purchases 163 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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