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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.64T
$10.2 Billion 4.87% of portfolio
49,795
Q2 2025 Reduced 1.51%
$442B
$7.45 Billion 3.55% of portfolio
47,156
Q2 2025 Reduced 1.01%
Federated Hermes ETF Trust
-
$4.8 Billion 2.29% of portfolio
-
Q2 2025 Added 15.88%
$0
$4.62 Billion 2.2% of portfolio
10,880
Q2 2025 Added 1.08%
$3.73T
$4.59 Billion 2.19% of portfolio
9,232
Q2 2025 Reduced 17.66%
$0
$4.47 Billion 2.13% of portfolio
70,391
Q2 2025 Added 50.94%
$0
$4.34 Billion 2.07% of portfolio
95,822
Q2 2025 Added 33.12%
$0
$3.46 Billion 1.65% of portfolio
17,797
Q2 2025 Reduced 7.13%
$0
$3.31 Billion 1.58% of portfolio
30,026
Q2 2025 Added 0.15%
$2.35T
$3.17 Billion 1.51% of portfolio
14,471
Q2 2025 Reduced 1.55%
$1.72T
$2.95 Billion 1.41% of portfolio
3,996
Q2 2025 Reduced 6.57%
$0
$2.92 Billion 1.39% of portfolio
105,573
Q2 2025 Added 8.41%
$150B
$2.83 Billion 1.35% of portfolio
10,271
Q2 2025 Added 29.34%
$0
$2.67 Billion 1.27% of portfolio
53,982
Q2 2025 Added 29.59%
$555B
$2.64 Billion 1.26% of portfolio
1,972
Q2 2025 Added 26.09%
$0
$2.61 Billion 1.25% of portfolio
79,156
Q2 2025 Added 28.0%
$6.6B
$2.25 Billion 1.07% of portfolio
24,990
Q2 2025 Added 2,452.6%
$1.46T
$2.22 Billion 1.06% of portfolio
12,488
Q2 2025 Added 15.96%
$0
$2.13 Billion 1.02% of portfolio
91,016
Q2 2025 Added 130.12%
$1.43T
$1.9 Billion 0.91% of portfolio
10,791
Q2 2025 Added 3.73%
$19B
$1.85 Billion 0.88% of portfolio
3,778
Q2 2025 Reduced 2.6%
$3.14B
$1.78 Billion 0.85% of portfolio
8,084
Q2 2025 Added 81.83%
$0
$1.69 Billion 0.81% of portfolio
19,065
Q2 2025 Added 2.82%
$0
$1.63 Billion 0.78% of portfolio
49,452
Q2 2025 Added 63.65%
$8.22B
$1.61 Billion 0.77% of portfolio
15,552
Q2 2025 Reduced 10.92%
$423B
$1.57 Billion 0.75% of portfolio
1,585
Q2 2025 Added 12.97%
$102B
$1.58 Billion 0.75% of portfolio
2,153
Q2 2025 Added 26.28%
$327B
$1.47 Billion 0.7% of portfolio
10,787
Q2 2025 Added 95.59%
$40.6B
$1.43 Billion 0.68% of portfolio
5,880
Q2 2025 Added 95.54%
$48B
$1.43 Billion 0.68% of portfolio
19,927
Q2 2025 Added 45.58%
$11.7B
$1.38 Billion 0.66% of portfolio
10,956
Q2 2025 Added 4.58%
$0
$1.39 Billion 0.66% of portfolio
14,265
Q2 2025 Added 13.21%
$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%
$52.2B
$1.26 Billion 0.6% of portfolio
9,017
Q2 2025 Reduced 7.25%
$3B
$1.26 Billion 0.6% of portfolio
8,151
Q2 2025 Added 5.16%
Labcorp Holdings Inc
-
$1.25 Billion 0.59% of portfolio
-
Q2 2025 Added 1.39%
$71.6B
$1.22 Billion 0.58% of portfolio
19,416
Q2 2025 Reduced 1.14%
$373B
$1.19 Billion 0.57% of portfolio
7,460
Q2 2025 Added 359.08%
$87.1B
$1.17 Billion 0.56% of portfolio
6,028
Q2 2025 Reduced 6.14%
$1.35T
$1.14 Billion 0.55% of portfolio
5,047
Q2 2025 Reduced 21.46%
$108B
$1.15 Billion 0.55% of portfolio
7,164
Q2 2025 Reduced 14.5%
$17.5B
$1.13 Billion 0.54% of portfolio
10,001
Q2 2025 Reduced 0.68%
$0
$1.13 Billion 0.54% of portfolio
2,053
Q2 2025 Added 1.63%
$24.7B
$1.12 Billion 0.54% of portfolio
6,121
Q2 2025 Reduced 19.07%
$0
$1.12 Billion 0.54% of portfolio
28,096
Q2 2025 Added 13.22%
$882B
$1.13 Billion 0.54% of portfolio
3,889
Q2 2025 Reduced 0.66%
$0
$1.1 Billion 0.53% of portfolio
18,573
Q2 2025 Added 121.29%
$19.6B
$1.11 Billion 0.53% of portfolio
3,761
Q2 2025 Reduced 2.13%

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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