Skip to main content

Custom Index Systems, LLC

SEC CIK
0002003672
Latest filing
Aug 14, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 1, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
254
+16 vs. Q4 2025
Portfolio value
$229.6M
+$3.14M (+1.4%) vs. Q4 2025
Filed
May 1, 2026
AmendedSEC
Holdings of Custom Index Systems, LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock50,436$12.8M5.6%+235+0.5%AddedHistory
NVDANVIDIA CorpStock48,380$8.44M3.7%+62+0.1%AddedHistory
iShares Tr464287234MSCI EMG MKT ETF101,337$5.75M2.5%+27,298+36.9%Added–
iShares Tr464288877EAFE VALUE ETF76,126$5.66M2.5%+7,843+11.5%Added–
Federated Hermes ETF Trust31423L404TOTA RETU BD ETF208,911$5.25M2.3%+7,750+3.9%Added–
GOOGAlphabet Inc.Stock14,308$4.10M1.8%−60.0%ReducedHistory
AGXArgan IncStock7,466$4.07M1.8%+585+8.5%AddedHistory
MSFTMicrosoft CorpStock10,163$3.76M1.6%+382+3.9%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF8,642$3.68M1.6%−1,744−16.8%Reduced–
iShares Russell 2000 Growth ETF464287648ETF11,687$3.67M1.6%+212+1.8%Added–
Schwab Fundamental Emerging Markets Equity ETF808524730ETF89,010$3.41M1.5%+19,103+27.3%Added–
iShares S&P 500 Growth ETF464287309ETF29,511$3.34M1.5%−222−0.7%Reduced–
iShares Tr46435G409MSCI INTL VLU FT82,694$3.28M1.4%+34,825+72.8%Added–
GOOGLAlphabet Inc.Stock10,789$3.10M1.4%−18−0.2%ReducedHistory
AMZNAmazon Com IncStock14,291$2.98M1.3%−38−0.3%ReducedHistory
iShares Russell 1000 Value ETF464287598ETF12,807$2.74M1.2%+65+0.5%Added–
AVGOBroadcom Inc.Stock8,271$2.56M1.1%+80+1.0%AddedHistory
Schwab Fundamental International Equity ETF808524755ETF50,451$2.47M1.1%+24,167+91.9%Added–
METAMeta Platforms, Inc.Stock4,111$2.35M1.0%−150−3.5%ReducedHistory
Schwab U.S. Large-Cap Value ETF808524409ETF76,283$2.33M1.0%−1,066−1.4%Reduced–
Vanguard Ftse Emerging Markets ETF922042858ETF36,651$1.98M0.9%+13,267+56.7%Added–
LRCXLam Research CorpStock8,866$1.89M0.8%−20−0.2%ReducedHistory
MCKMcKesson CorpStock2,172$1.88M0.8%+165+8.2%AddedHistory
MUMicron Technology IncStock5,179$1.75M0.8%+1,955+60.6%AddedHistory
Vanguard Scottsdale FDS92206C813LG-TERM COR BD23,391$1.75M0.8%−758−3.1%Reduced–
FIVEFive Below, IncCOM7,593$1.73M0.8%+196+2.6%AddedHistory
iShares Tr464288448INTL SEL DIV ETF40,387$1.72M0.7%+40,387New–
PLTRPalantir Technologies Inc.Stock11,660$1.71M0.7%+487+4.4%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR5,037$1.70M0.7%−113−2.2%ReducedHistory
Global X FDS37954Y293GLB X MLP ENRG I22,934$1.70M0.7%−13,777−37.5%Reduced–
WMBWilliams Companies, Inc.COM22,471$1.64M0.7%−30−0.1%ReducedHistory
SPDR Series Trust78468R622ST BLOO HIGH ETF16,365$1.57M0.7%00.0%Unchanged–
WisdomTree Tr97717W315EMER MKT HIGH FD31,074$1.54M0.7%+7,752+33.2%Added–
COSTCostco Wholesale CorpStock1,484$1.48M0.6%−31−2.0%ReducedHistory
AMCRAmcor plcCOM NEW36,878$1.47M0.6%+17,400+89.3%AddedConverted for a 1-for-5 splitHistory
TIGOMillicom International Cellular SACOM STK19,517$1.46M0.6%+2,413+14.1%AddedHistory
DGXQuest Diagnostics IncCOM7,437$1.46M0.6%−268−3.5%ReducedHistory
SGISomnigroup International Inc.COM19,346$1.43M0.6%+776+4.2%AddedHistory
NFLXNetflix IncStock14,135$1.36M0.6%−46−0.3%ReducedHistory
iShares Inc464286657MSCI BIC ETF33,025$1.34M0.6%+33,025New–
VRTVertiv Holdings CoCOM CL A5,205$1.30M0.6%−54−1.0%ReducedHistory
First Tr Exchange-Traded Alp33737M300SML CP GRW ALP13,125$1.27M0.6%−164−1.2%Reduced–
LHLabcorp Holdings Inc.Stock4,626$1.23M0.5%−79−1.7%ReducedHistory
DOVDOVER CorpCOM5,800$1.21M0.5%+375+6.9%AddedHistory
ANAutonation, Inc.COM5,907$1.15M0.5%−56−0.9%ReducedHistory
APHAmphenol CorpCL A9,088$1.15M0.5%−20.0%ReducedHistory
TTWOTake Two Interactive Software IncCOM5,664$1.12M0.5%−26−0.5%ReducedHistory
APPFAppfolio IncCOM CL A7,018$1.11M0.5%+378+5.7%AddedHistory
Alps ETF Tr00162Q452ALERIAN MLP20,823$1.10M0.5%−12,754−38.0%Reduced–
CBRECbre Group, Inc.CL A8,080$1.09M0.5%−428−5.0%ReducedHistory
JPMJPMorgan Chase & CoStock3,691$1.09M0.5%+24+0.7%AddedHistory
ASMLASML Holding NVADR821$1.08M0.5%−2−0.2%ReducedHistory
WMTWalmart Inc.Stock8,696$1.08M0.5%+3,786+77.1%AddedHistory
Global X FDS37954Y673US INFR DEV ETF20,682$1.05M0.5%−8,850−30.0%Reduced–
Invesco QQQ Trust Series I46090E103ETF1,765$1.02M0.4%+12+0.7%Added–
SPGSimon Property Group Inc.REIT5,292$987.1K0.4%−134−2.5%ReducedHistory
EBCEastern Bankshares, Inc.COM50,379$985.4K0.4%−790−1.5%ReducedHistory
CLHClean Harbors IncCOM3,420$980.6K0.4%−221−6.1%ReducedHistory
NEENextera Energy IncStock10,416$967.4K0.4%+2,265+27.8%AddedHistory
SIVRabrdn Silver ETF TrustPHYSCL SILVR SHS13,475$964.9K0.4%−4,298−24.2%ReducedHistory
BKRBaker Hughes CoCL A15,737$960.7K0.4%−1,806−10.3%ReducedHistory
SESea LtdSPONSORD ADS11,543$955.9K0.4%+4,346+60.4%AddedHistory
MTZMastec IncCOM2,962$953.0K0.4%+27+0.9%AddedHistory
BENFranklin Templeton IncCOM39,851$941.3K0.4%+39,851NewHistory
VSTVistra Corp.Stock6,248$939.3K0.4%−2,521−28.7%ReducedHistory
IAUiShares Gold TrustETF10,594$934.0K0.4%+483+4.8%AddedHistory
CHRDChord Energy CorpCOM NEW6,494$923.3K0.4%+213+3.4%AddedHistory
LLoews CorpCOM8,611$919.1K0.4%+8,611NewHistory
AXSAxis Capital Holdings LtdSHS8,811$893.5K0.4%+451+5.4%AddedHistory
CWCurtiss Wright CorpStock1,300$885.5K0.4%−129−9.0%ReducedHistory
Invesco Exchange Traded FD T46137V498S&P SMLCP MOMENT11,541$877.3K0.4%−742−6.0%Reduced–
HWMHowmet Aerospace Inc.Stock3,789$873.2K0.4%−54−1.4%ReducedHistory
SOFISoFi Technologies, Inc.Stock54,976$873.0K0.4%+12,474+29.3%AddedHistory
CHRWC. H. Robinson Worldwide, Inc.COM NEW5,128$851.6K0.4%+5,128NewHistory
GLDSPDR Gold TrustETF1,975$849.8K0.4%00.0%UnchangedHistory
WELLWelltower Inc.REIT4,266$843.4K0.4%−1,078−20.2%ReducedHistory
STXSeagate Technology Holdings plcORD SHS2,115$828.6K0.4%+67+3.3%AddedHistory
iShares Core High Dividend ETF46429B663ETF5,979$811.5K0.4%+2,964+98.3%Added–
Global X FDS37960A529DEFENSE TECH ETF11,131$788.5K0.3%+348+3.2%Added–
CEGConstellation Energy CorpStock2,789$778.8K0.3%−701−20.1%ReducedHistory
MSIMotorola Solutions, Inc.Stock1,785$774.6K0.3%−183−9.3%ReducedHistory
iShares Tr464289420RUS TP200 VL ETF8,355$774.3K0.3%−9−0.1%Reduced–
TSLATesla, Inc.Stock2,080$773.2K0.3%−863−29.3%ReducedHistory
HALHalliburton CoStock19,639$765.7K0.3%+19,639NewHistory
iShares S&P 500 Value ETF464287408ETF3,626$765.6K0.3%+88+2.5%Added–
PRPermian Resources CorpCLASS A COM35,737$761.9K0.3%+35,737NewHistory
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF7,036$757.2K0.3%+7,036New–
JNJJohnson & JohnsonStock3,071$750.7K0.3%+668+27.8%AddedHistory
Defiance Quantum ETF26922A420ETF6,920$742.5K0.3%+13+0.2%Added–
BCBrunswick CorpCOM10,201$742.2K0.3%+10,201NewHistory
TERTeradyne, IncStock2,491$738.5K0.3%+122+5.1%AddedHistory
VanEck ETF Trust92189F791JUNIOR GOLD MINE6,077$729.5K0.3%+69+1.1%Added–
PNWPinnacle West Capital CorpCOM7,059$711.2K0.3%+7,059NewHistory
PWRQuanta Services, Inc.COM1,293$709.9K0.3%+347+36.7%AddedHistory
AWIArmstrong World Industries IncCOM4,284$706.0K0.3%+142+3.4%AddedHistory
CFCF Industries Holdings, Inc.COM5,325$691.4K0.3%+757+16.6%AddedHistory
AXPAmerican Express CoStock2,262$684.2K0.3%−5−0.2%ReducedHistory
RGLDRoyal Gold IncStock2,641$672.1K0.3%−460−14.8%ReducedHistory
DOWDow Inc.Stock15,966$665.0K0.3%+15,966NewHistory
iShares MSCI USA Quality Factor ETF46432F339ETF3,442$660.2K0.3%+191+5.9%Added–

Sold out since Q4 2025 (38)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Custom Index Systems, LLC sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
iShares Tr464288430ASIA 50 ETF23,409$2.28M1.0%–
Kraneshares Trust500767306CSI CHI INTERNET52,125$1.77M0.8%–
SPDR Index Shs FDS78463X855S&P GBLINF ETF18,507$1.29M0.6%–
KRKroger CoStock20,079$1.25M0.6%History
Clearway Energy, Inc.18539C105CL A33,614$1.06M0.5%–
iShares Inc464286608MSCI EURZONE ETF14,961$959.0K0.4%–
FFIVF5, Inc.Stock3,729$951.9K0.4%History
ACMAecomCOM9,710$925.7K0.4%History
ATOAtmos Energy CorpCOM4,704$788.5K0.3%History
MAMastercard IncStock1,372$783.2K0.3%History
EXASExact Sciences CorpCOM7,614$773.3K0.3%History
iShares Tr464287622RUS 1000 ETF2,068$772.3K0.3%–
GWREGuidewire Software, Inc.COM3,473$698.1K0.3%History
State Street Utilities Select Sector SPDR ETF81369Y886ETF13,643$582.4K0.3%–
iShares Inc464286400MSCI BRAZIL ETF17,896$568.6K0.3%–
iShares Inc464286772MSCI STH KOR ETF5,745$558.5K0.2%–
BSXBoston Scientific CorpStock5,175$493.4K0.2%History
CPNGCoupang, Inc.CL A19,715$465.1K0.2%History
ADMArcher-Daniels-Midland CoStock6,875$395.2K0.2%History
APPAppLovin CorpCOM CL A581$391.5K0.2%History
MELIMercadolibre IncCOM186$374.7K0.2%History
NOWServiceNow, Inc.Stock2,425$371.5K0.2%History
Vanguard Morningstar Small-Cap Growth ETF922908595ETF1,178$355.9K0.2%–
RACEFerrari N.V.COM885$327.1K0.1%History
EVRGEvergy, Inc.Stock4,065$294.7K0.1%History
iShares Tr46429B606MSCI POLAND ETF8,057$283.5K0.1%–
iShares Inc464286822MSCI MEXICO ETF4,076$282.6K0.1%–
DBAInvesco DB Agriculture FundAGRICULTURE FD11,057$282.2K0.1%History
NVONovo Nordisk A SADR5,506$280.1K0.1%History
KEYKeycorpCOM12,766$263.5K0.1%History
AGCOAGCO CorpCOM2,377$248.0K0.1%History
IBITiShares Bitcoin Trust ETFETF4,731$234.9K0.1%History
Tidal Trust II88636J600ROUNDHILL GENER3,949$232.8K0.1%–
MNDYmonday.com Ltd.SHS1,556$229.6K0.1%History
PTCPTC Inc.Stock1,244$216.7K0.1%History
BABoeing CoStock941$204.3K0.1%History
Global X FDS37954Y632ARTIFICIAL ETF3,935$200.1K0.1%–
RIOTRiot Platforms, Inc.COM12,021$152.3K0.1%History