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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$387B
$1.19 Billion 0.35% of portfolio
2,943
Q3 2025 Added 42.79%
$92B
$1.13 Billion 0.34% of portfolio
3,224
Q3 2025 Added 18.27%
$85.9B
$1.13 Billion 0.34% of portfolio
5,778
Q3 2025 Added 31.35%
$11.3B
$1.1 Billion 0.33% of portfolio
4,727
Q3 2025 Added 53.87%
$270B
$1.06 Billion 0.32% of portfolio
3,199
Q3 2025 Added 149.92%
$24.2B
$1.05 Billion 0.31% of portfolio
6,152
Q3 2025 Added 48.53%
$8.79B
$1.05 Billion 0.31% of portfolio
5,336
Q3 2025 Added 115.42%
$519B
$1.02 Billion 0.3% of portfolio
1,791
Q3 2025 Added 57.11%
$2.87B
$993 Million 0.3% of portfolio
8,506
Q3 2025 Added 4.36%
$19.2B
$1.02 Billion 0.3% of portfolio
4,459
Q3 2025 Added 133.58%
$15.8B
$1.02 Billion 0.3% of portfolio
4,801
Q3 2025 Added 60.46%
$124B
$978 Million 0.29% of portfolio
1,401
Q3 2025 Reduced 0.43%
$51.1B
$972 Million 0.29% of portfolio
3,139
Q3 2025 Added 65.12%
$69B
$967 Million 0.29% of portfolio
11,499
Q3 2025 Added 33.77%
$8.84B
$963 Million 0.29% of portfolio
4,691
Q3 2025 Added 47.05%
$15.3B
$925 Million 0.27% of portfolio
8,891
Q3 2025 Added 50.11%
$32.7B
$847 Million 0.25% of portfolio
5,616
Q3 2025 Reduced 44.17%
$309B
$830 Million 0.25% of portfolio
3,108
Q3 2025 Added 0.19%
$153B
$858 Million 0.25% of portfolio
7,730
Q3 2025 Added 45.77%
$35.4B
$822 Million 0.24% of portfolio
4,909
Q3 2025 Added 45.02%
$161B
$791 Million 0.24% of portfolio
10,484
Q3 2025 Added 52.69%
$18.5B
$804 Million 0.24% of portfolio
3,916
Q3 2025 Added 58.16%
$6.64B
$809 Million 0.24% of portfolio
11,757
Q3 2025 New
$8.46B
$775 Million 0.23% of portfolio
4,106
Q3 2025 Added 48.77%
$276B
$788 Million 0.23% of portfolio
7,646
Q3 2025 Added 35.54%
$11.1B
$783 Million 0.23% of portfolio
5,373
Q3 2025 Reduced 50.96%
$424B
$765 Million 0.23% of portfolio
790
Q3 2025 Added 19.52%
$135B
$775 Million 0.23% of portfolio
2,097
Q3 2025 Added 45.73%
$11.7B
$785 Million 0.23% of portfolio
95,913
Q3 2025 Added 74.43%
$33B
$732 Million 0.22% of portfolio
12,253
Q3 2025 Added 47.97%
$6.43B
$730 Million 0.22% of portfolio
11,358
Q3 2025 Added 72.93%
$4.64B
$692 Million 0.21% of portfolio
15,405
Q3 2025 Added 34.49%
$45.7B
$691 Million 0.21% of portfolio
937
Q3 2025 Reduced 19.57%
$141B
$692 Million 0.21% of portfolio
7,088
Q3 2025 Added 53.69%
$21.8B
$707 Million 0.21% of portfolio
14,424
Q3 2025 Added 37.19%
$52.4B
$662 Million 0.2% of portfolio
2,818
Q3 2025 New
$34.9B
$658 Million 0.2% of portfolio
5,738
Q3 2025 Added 49.23%
$750M
$658 Million 0.2% of portfolio
26,093
Q3 2025 Added 62.58%
$54.5B
$672 Million 0.2% of portfolio
34,400
Q3 2025 Added 55.52%
$185B
$675 Million 0.2% of portfolio
939
Q3 2025 Added 43.14%
$34.5B
$670 Million 0.2% of portfolio
10,426
Q3 2025 New
$25.9B
$658 Million 0.2% of portfolio
2,353
Q3 2025 New
$2.15B
$629 Million 0.19% of portfolio
6,209
Q3 2025 Reduced 31.91%
$16.8B
$641 Million 0.19% of portfolio
7,143
Q3 2025 Added 50.73%
$50.9B
$635 Million 0.19% of portfolio
19,715
Q2 2025 Added 16.45%
$17.3B
$594 Million 0.18% of portfolio
13,724
Q3 2025 Added 43.95%
$28.7B
$612 Million 0.18% of portfolio
4,445
Q3 2025 Added 46.31%
$9.67B
$589 Million 0.18% of portfolio
4,761
Q3 2025 New
$75.9B
$612 Million 0.18% of portfolio
782
Q3 2025 Added 16.72%

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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