Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
COURIER CAPITAL LLC (CIK 1015247) reported $2.00B across 399 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVW ($126.3M, 6.31%), IVV ($88.2M, 4.40%), AAPL ($71.6M, 3.58%), IVE ($67.1M, 3.35%), SPYG ($65.3M, 3.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | $126.3M | 6.31% | 918,582 | Trimmed |
| 2 | IVV | ISHARES TR | $88.2M | 4.40% | 117,740 | Added |
| 3 | AAPL | APPLE INC | $71.6M | 3.58% | 247,532 | Trimmed |
| 4 | IVE | ISHARES TR | $67.1M | 3.35% | 295,652 | Added |
| 5 | SPYG | SPDR SERIES TRUST | $65.3M | 3.26% | 549,195 | Added |
| 6 | IJH | ISHARES TR | $53.1M | 2.65% | 689,177 | Added |
| 7 | SPYV | SPDR SERIES TRUST | $51.7M | 2.58% | 849,798 | Added |
| 8 | IJJ | ISHARES TR | $33.7M | 1.68% | 227,786 | Added |
| 9 | IJR | ISHARES TR | $33.3M | 1.66% | 224,209 | Added |
| 10 | EFA | ISHARES TR | $31.7M | 1.58% | 304,792 | Added |
| 11 | VTV | VANGUARD INDEX FDS | $31.0M | 1.55% | 142,350 | Trimmed |
| 12 | IJK | ISHARES TR | $30.6M | 1.53% | 260,296 | Added |
| 13 | VMBS | VANGUARD SCOTTSDALE FDS | $28.8M | 1.44% | 615,210 | Added |
| 14 | IWN | ISHARES TR | $28.8M | 1.44% | 130,333 | Trimmed |
| 15 | MSFT | MICROSOFT CORP | $28.3M | 1.41% | 75,941 | Trimmed |
| 16 | VGK | VANGUARD INTL EQUITY INDEX F | $26.0M | 1.30% | 294,132 | Added |
| 17 | JPM | JPMORGAN CHASE & CO | $24.5M | 1.22% | 74,868 | Trimmed |
| 18 | MBB | ISHARES TR | $24.2M | 1.21% | 255,874 | Added |
| 19 | GOOG | ALPHABET INC | $23.7M | 1.18% | 66,941 | Trimmed |
| 20 | VNLA | JANUS DETROIT STR TR | $22.0M | 1.10% | 449,357 | Added |
| 21 | EMXC | ISHARES INC | $22.0M | 1.10% | 215,234 | Added |
| 22 | IWO | ISHARES TR | $19.6M | 0.98% | 49,719 | Added |
| 23 | RSP | INVESCO EXCHANGE TRADED FD T | $18.5M | 0.92% | 86,838 | Trimmed |
| 24 | FEZ | SPDR INDEX SHS FDS | $16.9M | 0.84% | 246,024 | Trimmed |
| 25 | JNJ | JOHNSON & JOHNSON | $16.4M | 0.82% | 64,486 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30