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Courier Capital Llc

Portfolio Manager
Courier Capital Llc
Performance
-3.98% (2026 Q1)
AUM (13F)
$1.79B
# of Holdings
385
Performance Rank
Allocation (Top 20)
43.94%

Courier Capital Llc Holdings Map

Top 50 Courier Capital Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVW
ISHARES TR
6.09%963.0K$108.9M
-0.64%(-6.24K)
2025-Q1: 1.03M shares2025-Q2: 1.02M shares2025-Q3: 998.4K shares2025-Q4: 969.3K shares2026-Q1: 963.0K shares
$47.07(+191.58%)
2026-03-31
IVV
ISHARES TR
4.27%116.8K$76.3M
-2.94%(-3.54K)
2025-Q1: 124.7K shares2025-Q2: 122.8K shares2025-Q3: 120.8K shares2025-Q4: 120.4K shares2026-Q1: 116.8K shares
$197.44(+277.70%)
2026-03-31
AAPL
APPLE INC
3.58%252.0K$64.0M
+1.57%(+3.91K)
2025-Q1: 274.3K shares2025-Q2: 269.2K shares2025-Q3: 259.7K shares2025-Q4: 248.1K shares2026-Q1: 252.0K shares
$48.96(+510.48%)
2026-03-31
IVE
ISHARES TR
3.48%295.2K$62.3M
+0.03%(+89)
2025-Q1: 297.6K shares2025-Q2: 297.1K shares2025-Q3: 295.1K shares2025-Q4: 295.1K shares2026-Q1: 295.2K shares
$77.02(+191.66%)
2026-03-31
SPYG
SPDR SERIES TRUST
2.99%546.4K$53.5M
+5.92%(+30.52K)
2025-Q1: 463.1K shares2025-Q2: 495.8K shares2025-Q3: 501.0K shares2025-Q4: 515.9K shares2026-Q1: 546.4K shares
$64.68(+83.73%)
2026-03-31
SPYV
SPDR SERIES TRUST
2.48%784.4K$44.4M
+8.15%(+59.15K)
2025-Q1: 610.7K shares2025-Q2: 662.1K shares2025-Q3: 690.7K shares2025-Q4: 725.3K shares2026-Q1: 784.4K shares
$46.71(+28.83%)
2026-03-31
IJH
SHARES TR
2.4%636.8K$43.0M
+30.89%(+150.29K)
2025-Q1: 453.0K shares2025-Q2: 464.8K shares2025-Q3: 469.4K shares2025-Q4: 486.5K shares2026-Q1: 636.8K shares
$46.72(+56.52%)
2026-03-31
IJJ
ISHARES TR
1.66%224.2K$29.7M
-8.06%(-19.66K)
2025-Q1: 237.7K shares2025-Q2: 239.2K shares2025-Q3: 241.0K shares2025-Q4: 243.9K shares2026-Q1: 224.2K shares
$75.46(+84.55%)
2026-03-31
IWN
ISHARES TR
1.64%154.4K$29.3M
+1.58%(+2.40K)
2025-Q1: 147.4K shares2025-Q2: 149.1K shares2025-Q3: 150.8K shares2025-Q4: 152.0K shares2026-Q1: 154.4K shares
$113.01(+85.14%)
2026-03-31
EFA
ISHARES TR
1.62%297.9K$28.9M
+1.95%(+5.68K)
2025-Q1: 286.1K shares2025-Q2: 288.3K shares2025-Q3: 290.5K shares2025-Q4: 292.2K shares2026-Q1: 297.9K shares
$63.60(+63.25%)
2026-03-31

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