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 $1.79B across 383 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVW ($108.9M, 6.09%), IVV ($76.3M, 4.27%), AAPL ($64.0M, 3.58%), IVE ($62.3M, 3.48%), SPYG ($53.5M, 2.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | $108.9M | 6.09% | 963,042 | Trimmed |
| 2 | IVV | ISHARES TR | $76.3M | 4.27% | 116,822 | Trimmed |
| 3 | AAPL | APPLE INC | $64.0M | 3.58% | 252,026 | Added |
| 4 | IVE | ISHARES TR | $62.3M | 3.48% | 295,197 | Added |
| 5 | SPYG | SPDR SERIES TRUST | $53.5M | 2.99% | 546,445 | Added |
| 6 | SPYV | SPDR SERIES TRUST | $44.4M | 2.48% | 784,446 | Added |
| 7 | IJH | ISHARES TR | $43.0M | 2.40% | 636,768 | Added |
| 8 | IJJ | ISHARES TR | $29.7M | 1.66% | 224,220 | Trimmed |
| 9 | IWN | ISHARES TR | $29.3M | 1.64% | 154,386 | Added |
| 10 | EFA | ISHARES TR | $28.9M | 1.62% | 297,885 | Added |
| 11 | MSFT | MICROSOFT CORP | $28.6M | 1.60% | 77,394 | Trimmed |
| 12 | VTV | VANGUARD INDEX FDS | $28.3M | 1.58% | 144,342 | Trimmed |
| 13 | IJR | ISHARES TR | $26.3M | 1.47% | 211,859 | Added |
| 14 | VMBS | VANGUARD SCOTTSDALE FDS | $25.7M | 1.44% | 547,551 | Added |
| 15 | IJK | ISHARES TR | $25.8M | 1.44% | 256,372 | Trimmed |
| 16 | VGK | VANGUARD INTL EQUITY INDEX F | $23.6M | 1.32% | 286,011 | Added |
| 17 | JPM | JPMORGAN CHASE & CO | $22.6M | 1.26% | 76,710 | Trimmed |
| 18 | MBB | ISHARES TR | $22.2M | 1.24% | 233,967 | Added |
| 19 | VNLA | JANUS DETROIT STR TR | $21.8M | 1.22% | 446,268 | Added |
| 20 | GOOG | ALPHABET INC | $20.7M | 1.16% | 72,164 | Trimmed |
| 21 | RSP | INVESCO EXCHANGE TRADED FD T | $18.3M | 1.02% | 95,453 | Added |
| 22 | EMXC | ISHARES INC | $16.4M | 0.91% | 208,015 | Added |
| 23 | JNJ | JOHNSON & JOHNSON | $15.9M | 0.89% | 65,019 | Added |
| 24 | FEZ | SPDR INDEX SHS FDS | $15.8M | 0.88% | 254,737 | Added |
| 25 | IWO | ISHARES TR | $15.4M | 0.86% | 49,088 | Added |
Source: SEC Form 13F filings · as of 2026-03-31