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 Market Cap. of $200 Billions or more

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%
$545B
$2.64 Billion 1.26% of portfolio
1,972
Q2 2025 Added 26.09%
$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%
$439B
$1.57 Billion 0.75% of portfolio
1,585
Q2 2025 Added 12.97%
$367B
$1.47 Billion 0.7% of portfolio
10,787
Q2 2025 Added 95.59%
$368B
$1.19 Billion 0.57% of portfolio
7,460
Q2 2025 Added 359.08%
$1.27T
$1.14 Billion 0.55% of portfolio
5,047
Q2 2025 Reduced 21.46%
$859B
$1.13 Billion 0.54% of portfolio
3,889
Q2 2025 Reduced 0.66%
$551B
$1.02 Billion 0.49% of portfolio
2,880
Q2 2025 Reduced 0.55%
$1.08T
$993 Million 0.47% of portfolio
3,127
Q2 2025 Reduced 7.65%
$323B
$943 Million 0.45% of portfolio
3,102
Q2 2025 Added 13.75%
$684B
$688 Million 0.33% of portfolio
3,145
Q2 2025 Reduced 6.79%
$548B
$641 Million 0.31% of portfolio
1,140
Q2 2025 Added 0.18%
$281B
$552 Million 0.26% of portfolio
5,641
Q2 2025 Reduced 6.59%
$295B
$530 Million 0.25% of portfolio
661
Q2 2025 Added 14.56%
$233B
$430 Million 0.2% of portfolio
6,147
Q2 2025 Reduced 21.29%
$227B
$408 Million 0.19% of portfolio
1,280
Q2 2025 Reduced 29.28%
$254B
$328 Million 0.16% of portfolio
463
Q2 2025 Added 2.21%
$302B
$317 Million 0.15% of portfolio
2,216
Q2 2025 Added 2.4%
$452B
$266 Million 0.13% of portfolio
1,739
Q2 2025 Reduced 15.21%
$302B
$280 Million 0.13% of portfolio
3,500
Q4 2024 New
$381B
$231 Million 0.11% of portfolio
4,888
Q2 2025 New

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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