COURIER CAPITAL LLC: 13F holdings

CIK 10152472026Q2

Positions399
Reported value$2.0bn
Filed2026-07-16

Change since last quarter

Positions399 (+14 vs prior quarter)
Reported value$2.0bn (+11.9%)

Top 10 holdings

SecuritySharesValueWeight
IWF ISHARES TR918,582$126.3m6.3%
IVV ISHARES TR117,740$88.2m4.4%
AAPL APPLE INC247,532$71.6m3.6%
IVE ISHARES TR295,652$67.1m3.4%
SPYG SPDR SERIES TRUST549,195$65.3m3.3%
IJH ISHARES TR689,177$53.1m2.7%
SPYV SPDR SERIES TRUST849,798$51.7m2.6%
IJJ ISHARES TR227,786$33.7m1.7%
IJR ISHARES TR224,209$33.3m1.7%
EFA ISHARES TR304,792$31.7m1.6%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1015247")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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