StockDriftsStockDriftsTop 50 Courier Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | 6.31% | 918.6K | $126.3M | -4.62%(-44.46K) | $47.07(+200.87%) | 2026-06-30 | |
| IVV | ISHARES TR | 4.4% | 117.7K | $88.2M | +0.79%(+918) | $201.30(+286.95%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.58% | 247.5K | $71.6M | -1.78%(-4.49K) | $48.96(+523.78%) | 2026-06-30 | |
| IVE | ISHARES TR | 3.35% | 295.7K | $67.1M | +0.15%(+455) | $77.24(+207.00%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 3.26% | 549.2K | $65.3M | +0.50%(+2.75K) | $64.89(+89.37%) | 2026-06-30 | |
| IJH | ISHARES TR | 2.65% | 689.2K | $53.1M | +8.23%(+52.41K) | $48.59(+61.64%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 2.58% | 849.8K | $51.7M | +8.33%(+65.35K) | $47.60(+33.24%) | 2026-06-30 | |
| IJJ | ISHARES TR | 1.68% | 227.8K | $33.7M | +1.59%(+3.57K) | $76.45(+98.40%) | 2026-06-30 | |
| IJR | ISHARES TR | 1.66% | 224.2K | $33.3M | +5.83%(+12.35K) | $104.02(+44.16%) | 2026-06-30 | |
| EFA | ISHARES TR | 1.58% | 304.8K | $31.7M | +2.32%(+6.91K) | $64.40(+68.71%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.81% | +55.32% | +8.75% | +52.12% |
| Top 20 Holdings Unweighted | +13.58% | +46.52% | +6.81% | +38.99% |
Courier Capital LLC reports $2.00B in US-listed equity holdings across 399 positions in its most recent 13F filing. Its largest disclosed positions are IVW (6.3%), IVV (4.4%) and AAPL (3.6%). The top 20 holdings account for 44.43% of reported assets. Its disclosed equity book has returned +55.32% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Courier Capital LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1015247). View Courier Capital LLC’s 13F filings on SEC