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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.62 Billion 2.2% of portfolio
10,880
Q2 2025 Added 1.08%
$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%
$0
$2.92 Billion 1.39% of portfolio
105,573
Q2 2025 Added 8.41%
$0
$2.67 Billion 1.27% of portfolio
53,982
Q2 2025 Added 29.59%
$0
$2.61 Billion 1.25% of portfolio
79,156
Q2 2025 Added 28.0%
$0
$2.5 Billion 1.19% of portfolio
8,730
Q2 2025 Reduced 10.19%
$0
$2.13 Billion 1.02% of portfolio
91,016
Q2 2025 Added 130.12%
$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%
$0
$1.39 Billion 0.66% of portfolio
14,265
Q2 2025 Added 13.21%
$0
$1.13 Billion 0.54% of portfolio
2,053
Q2 2025 Added 1.63%
$0
$1.12 Billion 0.54% of portfolio
28,096
Q2 2025 Added 13.22%
$0
$1.1 Billion 0.53% of portfolio
18,573
Q2 2025 Added 121.29%
$0
$991 Million 0.47% of portfolio
5,071
Q2 2025 Reduced 1.4%
$58.2B
$792 Million 0.38% of portfolio
12,698
Q2 2025 Added 52.25%
$0
$782 Million 0.37% of portfolio
13,952
Q2 2025 Added 46.54%
$0
$703 Million 0.34% of portfolio
16,900
Q2 2025 Added 1.81%
$0
$649 Million 0.31% of portfolio
8,549
Q2 2025 New
$0
$651 Million 0.31% of portfolio
2,334
Q2 2025 Reduced 59.48%
$0
$622 Million 0.3% of portfolio
5,552
Q2 2025 New
$0
$579 Million 0.28% of portfolio
11,400
Q2 2025 Reduced 28.75%
$0
$572 Million 0.27% of portfolio
8,645
Q2 2025 New
$0
$569 Million 0.27% of portfolio
3,114
Q2 2025 Reduced 33.36%
$1.91B
$559 Million 0.27% of portfolio
16,246
Q2 2025 Added 73.75%
$0
$541 Million 0.26% of portfolio
4,940
Q2 2025 Reduced 1.2%
$0
$551 Million 0.26% of portfolio
1,988
Q2 2025 Added 6.03%
$0
$541 Million 0.26% of portfolio
4,445
Q2 2025 Added 7.65%
$0
$519 Million 0.25% of portfolio
16,420
Q2 2025 New
$0
$497 Million 0.24% of portfolio
3,785
Q2 2025 Reduced 6.38%
$116B
$511 Million 0.24% of portfolio
1,675
Q1 2024 Added 3.08%
$0
$498 Million 0.24% of portfolio
7,598
Q2 2025 Reduced 5.47%
$0
$494 Million 0.24% of portfolio
7,259
Q2 2025 Added 71.81%
$2.44B
$458 Million 0.22% of portfolio
17,511
Q2 2025 Reduced 4.6%
$0
$419 Million 0.2% of portfolio
7,053
Q2 2025 Added 3.19%
$0
$419 Million 0.2% of portfolio
5,125
Q2 2025 Reduced 29.71%
$0
$381 Million 0.18% of portfolio
11,825
Q2 2025 New
$0
$306 Million 0.15% of portfolio
1,621
Q2 2025 Reduced 13.82%
$0
$296 Million 0.14% of portfolio
8,624
Q2 2025 Reduced 30.79%
$0
$289 Million 0.14% of portfolio
4,023
Q2 2025 New
$0
$284 Million 0.14% of portfolio
8,810
Q2 2025 Added 11.53%
$0
$296 Million 0.14% of portfolio
4,127
Q2 2025 Added 0.27%
$0
$286 Million 0.14% of portfolio
3,600
Q2 2025 Reduced 1.53%
$0
$292 Million 0.14% of portfolio
2,016
Q2 2025 Reduced 55.38%
$0
$263 Million 0.13% of portfolio
6,224
Q2 2025 New
$0
$275 Million 0.13% of portfolio
9,531
Q2 2025 New
$0
$264 Million 0.13% of portfolio
3,912
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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