13F Insight
DOSSIER · 13F-HR · Q1 2026

COURIER CAPITAL LLC

$1.8B in tracked AUM across 385 positions as of Q1 2026.

CC
CIK 0001015247 · last filed Mar 31, 2026
Total AUM
$1.8B
as of Q1 2026
Holdings
385
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

COURIER CAPITAL LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVW
ISHARES TR
$109M963K6.1%02
IVV
ISHARES TR
$76M117K4.3%03
AAPL
APPLE INC
$64M252K3.6%04
IVE
ISHARES TR
$62M295K3.5%05
SPYG
SPDR SERIES TRUST
$54M546K3.0%06
SPYV
SPDR SERIES TRUST
$44M784K2.5%07
IJH
ISHARES TR
$43M637K2.4%08
IJJ
ISHARES TR
$30M224K1.7%09
IWN
ISHARES TR
$29M154K1.6%10
EFA
ISHARES TR
$29M298K1.6%

Filing history

2026Q1Mar 31
$1.8B▲ 0.5%
385 positionsView →2025Q4Dec 31
$1.8B▲ 2.0%
384 positionsView →2025Q3Sep 30
$1.7B▲ 6.0%
390 positionsView →2025Q2Jun 30
$1.6B▲ 7.8%
386 positionsLocked2025Q1Mar 31
$1.5B▲ 5.4%
373 positionsLocked2024Q4Dec 31
$1.4B▼ 0.7%
360 positionsLocked2024Q3Sep 30
$1.5B▲ 16.0%
357 positionsLocked2024Q2Jun 30
$1.3B▼ 9.0%
391 positionsLocked2024Q1Mar 31
$1.4B▲ 4.9%
356 positionsLocked2023Q4Dec 31
$1.3B▲ 9.2%
357 positionsLocked2023Q3Sep 30
$1.2B▼ 5.0%
342 positionsLocked2023Q2Jun 30
$1.3B▲ 40.3%
360 positionsLocked
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