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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$565 Million 0.17% of portfolio
2,698
Q3 2025 Added 66.44%
$23.7B
$548 Million 0.16% of portfolio
11,165
Q3 2025 Added 40.42%
$0
$528 Million 0.16% of portfolio
10,400
Q3 2025 Reduced 8.77%
$0
$527 Million 0.16% of portfolio
3,448
Q3 2025 Added 71.03%
$23.3B
$512 Million 0.15% of portfolio
3,681
Q3 2025 Added 50.55%
$115B
$490 Million 0.15% of portfolio
1,000
Q2 2025 Reduced 0.99%
$32.3B
$507 Million 0.15% of portfolio
5,592
Q2 2025 Added 14.92%
$34.5B
$512 Million 0.15% of portfolio
2,034
Q3 2025 Added 54.79%
Canadian Pacific Kansas City
-
$503 Million 0.15% of portfolio
-
Q2 2025 Added 16.23%
$0
$503 Million 0.15% of portfolio
6,285
Q3 2025 Added 56.23%
Ishares Bitcoin Trust ETF
-
$509 Million 0.15% of portfolio
-
Q3 2025 New
$0
$485 Million 0.14% of portfolio
1,628
Q3 2025 Reduced 18.11%
$30.3B
$480 Million 0.14% of portfolio
6,648
Q3 2025 Added 33.95%
$56.3B
$471 Million 0.14% of portfolio
29,402
Q2 2025 Added 16.48%
$8.68B
$483 Million 0.14% of portfolio
3,125
Q3 2025 New
$3.58B
$470 Million 0.14% of portfolio
3,715
Q3 2025 Added 54.92%
$121B
$480 Million 0.14% of portfolio
11,718
Q2 2025 Reduced 32.05%
$3.63B
$483 Million 0.14% of portfolio
5,506
Q3 2025 Added 46.94%
$41.5B
$475 Million 0.14% of portfolio
3,751
Q3 2025 Added 52.23%
$0
$476 Million 0.14% of portfolio
5,043
Q3 2025 Reduced 73.55%
$24.4B
$458 Million 0.14% of portfolio
1,474
Q3 2025 New
$96.3B
$479 Million 0.14% of portfolio
1,772
Q3 2025 Added 35.27%
$58.1B
$461 Million 0.14% of portfolio
16,292
Q3 2025 Added 50.16%
$169B
$480 Million 0.14% of portfolio
445
Q3 2025 Added 58.36%
$51.7B
$483 Million 0.14% of portfolio
2,048
Q3 2025 New
$0
$461 Million 0.14% of portfolio
6,752
Q3 2025 Added 56.12%
$0
$461 Million 0.14% of portfolio
14,857
Q3 2025 Added 55.88%
$73B
$429 Million 0.13% of portfolio
885
Q2 2025 Reduced 34.25%
$190B
$424 Million 0.13% of portfolio
949
Q3 2025 Added 60.85%
$106B
$424 Million 0.13% of portfolio
14,015
Q2 2025 Added 16.61%
$10.2B
$426 Million 0.13% of portfolio
22,253
Q3 2025 Added 12.21%
$10.7B
$440 Million 0.13% of portfolio
1,855
Q3 2025 Added 38.54%
$116B
$435 Million 0.13% of portfolio
186
Q2 2025 Added 16.98%
$0
$444 Million 0.13% of portfolio
13,798
Q3 2025 Added 56.62%
$56.3B
$396 Million 0.12% of portfolio
2,597
Q3 2025 Added 54.03%
$98.8B
$394 Million 0.12% of portfolio
520
Q3 2025 Added 42.86%
$17.7B
$417 Million 0.12% of portfolio
5,490
Q3 2025 Added 26.85%
$237B
$420 Million 0.12% of portfolio
2,510
Q3 2025 New
$4.15B
$402 Million 0.12% of portfolio
21,572
Q3 2025 Reduced 2.03%
$39.5B
$390 Million 0.12% of portfolio
2,411
Q3 2025 New
$270B
$412 Million 0.12% of portfolio
517
Q3 2025 Added 11.66%
$0
$403 Million 0.12% of portfolio
9,694
Q3 2025 Added 55.75%
$16.1B
$415 Million 0.12% of portfolio
22,210
Q3 2025 Reduced 25.46%
$153B
$414 Million 0.12% of portfolio
1,680
Q3 2025 Added 52.31%
$4.69B
$381 Million 0.11% of portfolio
3,002
Q3 2025 Reduced 29.48%
$53.7B
$356 Million 0.11% of portfolio
1,563
Q3 2025 Added 59.49%
$26.2B
$375 Million 0.11% of portfolio
993
Q3 2025 New
$118B
$381 Million 0.11% of portfolio
1,551
Q3 2025 Added 31.11%
$0
$354 Million 0.11% of portfolio
5,378
Q3 2025 New

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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