13F Insight
DOSSIER · 13F-HR · Q3 2026

COURIER CAPITAL LLC

$2.0B in tracked AUM across 405 positions as of Q3 2026.

CC
CIK 0001015247 · last filed Sep 30, 2026
Total AUM
$2.0B
as of Q3 2026
Holdings
405
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

COURIER CAPITAL LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
IVW
ISHARES TR
$126M884K6.2%02
IVV
ISHARES TR
$88M114K4.3%03
AAPL
APPLE INC
$84M252K4.1%04
SPYG
SPDR SERIES TRUST
$70M569K3.5%05
IVE
ISHARES TR
$66M291K3.3%06
SPYV
SPDR SERIES TRUST
$55M896K2.7%07
IJH
ISHARES TR
$53M740K2.6%08
MSFT
MICROSOFT CORP
$39M76K1.9%09
VMBS
VANGUARD SCOTTSDALE FDS
$37M841K1.8%10
IJR
ISHARES TR
$32M232K1.6%

Filing history

2026Q3Sep 30
$2.0B▲ 1.1%
405 positionsView →2026Q2Jun 30
$2.0B▲ 11.9%
399 positionsView →2026Q1Mar 31
$1.8B▲ 0.5%
385 positionsView →2025Q4Dec 31
$1.8B▲ 2.0%
384 positionsView →2025Q3Sep 30
$1.7B▲ 6.0%
390 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 67