COURIER CAPITAL LLC

CIK 0001015247 · BUFFALO, NY · Quarter end: 2026-06-30 · Filed on: 2026-07-16 · Open the SEC source

COURIER CAPITAL LLC reported 399 positions worth $2.00B as of June 30, 2026 (13F filed July 16, 2026). Largest holding: IVW (6.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.00B
2026 Q2
Positions
399
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
31.1%
Est. Net Flow (Q)
2026 Q2
10 / 399 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVWISHARES TRSH$126.3M6.31%918,582
2IVVISHARES TRSH$88.2M4.40%117,740
3AAPLAPPLE INCSH$71.6M3.58%247,532
4IVEISHARES TRSH$67.1M3.35%295,652
5SPYGSPDR SERIES TRUSTSH$65.3M3.26%549,195
6IJHISHARES TRSH$53.1M2.65%689,177
7SPYVSPDR SERIES TRUSTSH$51.7M2.58%849,798
8IJJISHARES TRSH$33.7M1.68%227,786
9IJRISHARES TRSH$33.3M1.66%224,209
10EFAISHARES TRSH$31.7M1.58%304,792

The free plan shows the top 10 positions. The remaining 389 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does COURIER CAPITAL LLC hold as of Q2 2026?

COURIER CAPITAL LLC reported 399 positions worth $2.00B in its Q2 2026 13F filing. Largest positions: IVW (6.3%), IVV (4.4%), AAPL (3.6%), IVE (3.4%) and SPYG (3.3%).

What did COURIER CAPITAL LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did COURIER CAPITAL LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.