13F Insight
DOSSIER · 13F-HR · Q2 2026

COURIER CAPITAL LLC

$2.0B in tracked AUM across 399 positions as of Q2 2026.

CC
CIK 0001015247 · last filed Jun 30, 2026
Total AUM
$2.0B
as of Q2 2026
Holdings
399
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

COURIER CAPITAL LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVW
ISHARES TR
$126M919K6.3%02
IVV
ISHARES TR
$88M118K4.4%03
AAPL
APPLE INC
$72M248K3.6%04
IVE
ISHARES TR
$67M296K3.4%05
SPYG
SPDR SERIES TRUST
$65M549K3.3%06
IJH
ISHARES TR
$53M689K2.7%07
SPYV
SPDR SERIES TRUST
$52M850K2.6%08
IJJ
ISHARES TR
$34M228K1.7%09
IJR
ISHARES TR
$33M224K1.7%10
EFA
ISHARES TR
$32M305K1.6%

Filing history

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 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 positionsLocked
Showing 12 of 66