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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.1B
$452 Million 0.22% of portfolio
4,257
Q2 2025 New
$110B
$471 Million 0.22% of portfolio
14,015
Q2 2025 Added 16.61%
$3.05B
$465 Million 0.22% of portfolio
1,150
Q2 2025 New
$33.7B
$437 Million 0.21% of portfolio
8,281
Q2 2025 New
$86.5B
$434 Million 0.21% of portfolio
885
Q2 2025 Reduced 34.25%
$17.3B
$436 Million 0.21% of portfolio
4,739
Q2 2025 New
$123B
$434 Million 0.21% of portfolio
6,281
Q2 2025 Reduced 24.43%
$9.37B
$439 Million 0.21% of portfolio
2,760
Q2 2025 Reduced 36.87%
$21.3B
$449 Million 0.21% of portfolio
1,909
Q2 2025 Reduced 3.49%
$41.2B
$409 Million 0.2% of portfolio
1,314
Q2 2025 Added 2.26%
$25.7B
$420 Million 0.2% of portfolio
9,392
Q2 2025 Added 6.65%
$250B
$430 Million 0.2% of portfolio
6,147
Q2 2025 Reduced 21.29%
$8.94B
$402 Million 0.19% of portfolio
2,477
Q2 2025 Reduced 20.56%
$4.37B
$406 Million 0.19% of portfolio
22,019
Q2 2025 Reduced 9.07%
$6.86B
$403 Million 0.19% of portfolio
6,568
Q2 2025 Added 1.3%
$128B
$396 Million 0.19% of portfolio
11,718
Q2 2025 Reduced 32.05%
$242B
$408 Million 0.19% of portfolio
1,280
Q2 2025 Reduced 29.28%
$55.2B
$403 Million 0.19% of portfolio
29,402
Q2 2025 Added 16.48%
$4.46B
$380 Million 0.18% of portfolio
3,747
Q2 2025 Reduced 4.27%
$16.5B
$385 Million 0.18% of portfolio
9,534
Q2 2025 Reduced 5.74%
$10.2B
$347 Million 0.17% of portfolio
19,832
Q2 2025 Added 23.59%
$48B
$358 Million 0.17% of portfolio
2,464
Q2 2025 Added 3.14%
$93.4B
$361 Million 0.17% of portfolio
1,310
Q2 2025 New
$263B
$328 Million 0.16% of portfolio
463
Q2 2025 Added 2.21%
$30.3B
$337 Million 0.16% of portfolio
4,963
Q2 2025 Reduced 10.88%
$153B
$330 Million 0.16% of portfolio
1,103
Q2 2025 Reduced 54.46%
$27.5B
$334 Million 0.16% of portfolio
7,951
Q2 2025 Added 46.05%
$6.59B
$328 Million 0.16% of portfolio
15,368
Q2 2025 Reduced 4.77%
$25.2B
$340 Million 0.16% of portfolio
2,445
Q2 2025 Added 1.12%
$6.36B
$312 Million 0.15% of portfolio
14,811
Q2 2025 Added 46.99%
$159B
$321 Million 0.15% of portfolio
590
Q2 2025 Reduced 20.59%
$61.5B
$319 Million 0.15% of portfolio
10,850
Q2 2025 Reduced 5.5%
$45.3B
$318 Million 0.15% of portfolio
1,704
Q2 2025 Added 14.82%
$36B
$306 Million 0.15% of portfolio
9,733
Q2 2025 Added 15.57%
$309B
$317 Million 0.15% of portfolio
2,216
Q2 2025 Added 2.4%
$12.5B
$307 Million 0.15% of portfolio
1,339
Q2 2025 Reduced 11.5%
$7.95B
$322 Million 0.15% of portfolio
1,169
Q2 2025 Added 2.81%
$26.1B
$320 Million 0.15% of portfolio
2,884
Q2 2025 Added 76.18%
$4.4B
$296 Million 0.14% of portfolio
2,398
Q2 2025 Added 1.96%
$6.4B
$297 Million 0.14% of portfolio
14,817
Q2 2025 Reduced 30.34%
$16.4B
$298 Million 0.14% of portfolio
4,328
Q2 2025 New
$75B
$295 Million 0.14% of portfolio
828
Q2 2025 Added 15.8%
$460B
$266 Million 0.13% of portfolio
1,739
Q2 2025 Reduced 15.21%
$305B
$280 Million 0.13% of portfolio
3,500
Q4 2024 New
$127B
$282 Million 0.13% of portfolio
1,183
Q2 2025 Reduced 14.52%
$55.8B
$281 Million 0.13% of portfolio
744
Q2 2025 Reduced 40.53%
$50B
$278 Million 0.13% of portfolio
1,597
Q2 2025 Reduced 5.5%
$18.5B
$273 Million 0.13% of portfolio
3,038
Q2 2025 Added 10.63%
$5.75B
$269 Million 0.13% of portfolio
18,438
Q2 2025 Reduced 6.0%

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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