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
$5.23B
$577 Million 0.17% of portfolio
2,630
Q3 2025 Reduced 10.48%
$1.87B
$569 Million 0.17% of portfolio
1,767
Q3 2025 Added 53.65%
$169B
$567 Million 0.17% of portfolio
616
Q3 2025 Added 11.8%
$8.3B
$572 Million 0.17% of portfolio
1,790
Q3 2025 Added 53.12%
$23.2B
$548 Million 0.16% of portfolio
11,165
Q3 2025 Added 40.42%
$23.9B
$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%
$34.2B
$507 Million 0.15% of portfolio
5,592
Q2 2025 Added 14.92%
$33.9B
$512 Million 0.15% of portfolio
2,034
Q3 2025 Added 54.79%
$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%
$8.16B
$483 Million 0.14% of portfolio
3,125
Q3 2025 New
$3.65B
$470 Million 0.14% of portfolio
3,715
Q3 2025 Added 54.92%
$277B
$480 Million 0.14% of portfolio
6,256
Q3 2025 Added 1.77%
$124B
$480 Million 0.14% of portfolio
11,718
Q2 2025 Reduced 32.05%
$3.5B
$483 Million 0.14% of portfolio
5,506
Q3 2025 Added 46.94%
$24.2B
$458 Million 0.14% of portfolio
1,474
Q3 2025 New
$100B
$479 Million 0.14% of portfolio
1,772
Q3 2025 Added 35.27%
$61.6B
$461 Million 0.14% of portfolio
16,292
Q3 2025 Added 50.16%
$161B
$480 Million 0.14% of portfolio
445
Q3 2025 Added 58.36%
$53.3B
$483 Million 0.14% of portfolio
2,048
Q3 2025 New
$76.2B
$429 Million 0.13% of portfolio
885
Q2 2025 Reduced 34.25%
$193B
$424 Million 0.13% of portfolio
949
Q3 2025 Added 60.85%
$109B
$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%
$11.2B
$440 Million 0.13% of portfolio
1,855
Q3 2025 Added 38.54%
$103B
$435 Million 0.13% of portfolio
186
Q2 2025 Added 16.98%
$55.7B
$396 Million 0.12% of portfolio
2,597
Q3 2025 Added 54.03%
$107B
$394 Million 0.12% of portfolio
520
Q3 2025 Added 42.86%
$17.6B
$417 Million 0.12% of portfolio
5,490
Q3 2025 Added 26.85%
$268B
$420 Million 0.12% of portfolio
2,510
Q3 2025 New
$4.31B
$402 Million 0.12% of portfolio
21,572
Q3 2025 Reduced 2.03%
$38.8B
$390 Million 0.12% of portfolio
2,411
Q3 2025 New
$265B
$412 Million 0.12% of portfolio
517
Q3 2025 Added 11.66%
$16.4B
$415 Million 0.12% of portfolio
22,210
Q3 2025 Reduced 25.46%
$152B
$414 Million 0.12% of portfolio
1,680
Q3 2025 Added 52.31%
$4.4B
$381 Million 0.11% of portfolio
3,002
Q3 2025 Reduced 29.48%
$51.8B
$356 Million 0.11% of portfolio
1,563
Q3 2025 Added 59.49%
$26.9B
$375 Million 0.11% of portfolio
993
Q3 2025 New
$118B
$381 Million 0.11% of portfolio
1,551
Q3 2025 Added 31.11%
$61.4B
$384 Million 0.11% of portfolio
926
Q3 2025 Added 24.46%
$25.6B
$322 Million 0.1% of portfolio
6,064
Q3 2025 Reduced 35.43%
$114B
$328 Million 0.1% of portfolio
1,521
Q3 2025 New
$413B
$337 Million 0.1% of portfolio
6,536
Q3 2025 Added 33.72%
$109B
$330 Million 0.1% of portfolio
5,949
Q3 2025 Reduced 5.29%
$11.7B
$326 Million 0.1% of portfolio
3,525
Q3 2025 New
$6.08B
$352 Million 0.1% of portfolio
16,058
Q3 2025 Added 4.49%
$522B
$323 Million 0.1% of portfolio
1,744
Q3 2025 Added 0.29%
$3.47B
$342 Million 0.1% of portfolio
18,737
Q3 2025 Added 54.19%

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
Track This Portfolio

Track Custom Index Systems, LLC Portfolio

Follow Custom Index Systems, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Custom Index Systems, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Custom Index Systems, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email