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 $10 Billions to $200 Billions
