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COURIER CAPITAL LLC

Q2 2026 13F filing

Updated 59 days ago

399 disclosed positions worth $2B

Portfolio value
$2B
Total holdings
399
New positions
23
Closed positions
9
Increased
149
Decreased
160
Turnover
8.0%
Filed
2026-07-16

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES TR

-4.6%
Value
$126.3M
Shares
918.6K
% Port
6.31%
E

ISHARES TR

+0.8%
Value
$88.2M
Shares
117.7K
% Port
4.40%
A

APPLE INC

-1.8%
Value
$71.6M
Shares
247.5K
% Port
3.58%
E

ISHARES TR

+0.1%
Value
$67.1M
Shares
295.7K
% Port
3.35%
S

SPDR SERIES TRUST

+0.5%
Value
$65.3M
Shares
549.2K
% Port
3.26%
E

ISHARES TR

+8.2%
Value
$53.1M
Shares
689.2K
% Port
2.65%
S

SPDR SERIES TRUST

+8.3%
Value
$51.7M
Shares
849.8K
% Port
2.58%
I

ISHARES TR

+1.6%
Value
$33.7M
Shares
227.8K
% Port
1.68%
E

ISHARES TR

+5.8%
Value
$33.3M
Shares
224.2K
% Port
1.66%
E
10.ETHA

ISHARES TR

+2.3%
Value
$31.7M
Shares
304.8K
% Port
1.58%
V
11.VGES

VANGUARD INDEX FDS

-1.4%
Value
$31M
Shares
142.3K
% Port
1.55%
E
12.ETHA

ISHARES TR

+1.5%
Value
$30.6M
Shares
260.3K
% Port
1.53%
E
13.ETHA

ISHARES TR

-15.6%
Value
$28.8M
Shares
130.3K
% Port
1.44%
V
14.VGES

VANGUARD SCOTTSDALE FDS

+12.4%
Value
$28.8M
Shares
615.2K
% Port
1.44%
M
15.MSFT

MICROSOFT CORP

-1.9%
Value
$28.3M
Shares
75.9K
% Port
1.41%
V
16.VGES

VANGUARD INTL EQUITY INDEX F

+2.8%
Value
$26M
Shares
294.1K
% Port
1.30%
J

JPMORGAN CHASE & CO

-2.4%
Value
$24.5M
Shares
74.9K
% Port
1.22%
E
18.ETHA

ISHARES TR

+9.4%
Value
$24.2M
Shares
255.9K
% Port
1.21%
G

ALPHABET INC

-7.2%
Value
$23.7M
Shares
66.9K
% Port
1.18%
E
20.ETHA

ISHARES INC

+3.5%
Value
$22M
Shares
215.2K
% Port
1.10%
?
21.N/A

JANUS DETROIT STR TR

+0.7%
Value
$22M
Shares
449.4K
% Port
1.10%
E
22.ETHA

ISHARES TR

+1.3%
Value
$19.6M
Shares
49.7K
% Port
0.98%
I
23.IVZ

INVESCO EXCHANGE TRADED FD T

-9.0%
Value
$18.5M
Shares
86.8K
% Port
0.92%
S

SPDR INDEX SHS FDS

-3.4%
Value
$16.9M
Shares
246.0K
% Port
0.84%
J
25.JNJ

JOHNSON & JOHNSON

-0.8%
Value
$16.4M
Shares
64.5K
% Port
0.82%
F
26.FIS

FIDELITY MERRIMACK STR TR

+7.1%
Value
$15.7M
Shares
344.5K
% Port
0.78%
E
27.ETHA

ISHARES TR

-0.3%
Value
$15.4M
Shares
51.2K
% Port
0.77%
E
28.ETHA

ISHARES TR

+4.6%
Value
$15.2M
Shares
171.0K
% Port
0.76%
V
29.VGES

VANGUARD WHITEHALL FDS

+15.8%
Value
$14.9M
Shares
152.2K
% Port
0.75%
E
30.ETHA

ISHARES TR

-0.8%
Value
$14.9M
Shares
153.8K
% Port
0.74%
E
31.ETHA

ISHARES TR

+0.1%
Value
$14.7M
Shares
125.5K
% Port
0.74%
C
32.CSCO

CISCO SYS INC

-0.8%
Value
$14.4M
Shares
122.3K
% Port
0.72%
S
33.SPY

STATE STR SPDR S&P 500 ETF T

+14.0%
Value
$13.7M
Shares
18.3K
% Port
0.68%
E
34.ETHA

ISHARES TR

+8.8%
Value
$13.2M
Shares
106.3K
% Port
0.66%
E
35.ETHA

ISHARES TR

+412.0%
Value
$13.1M
Shares
477.3K
% Port
0.65%
A
36.AMZN

AMAZON COM INC

-1.3%
Value
$12.1M
Shares
50.9K
% Port
0.61%
E
37.ETHA

ISHARES TR

+121.1%
Value
$11.6M
Shares
122.5K
% Port
0.58%
J

J P MORGAN EXCHANGE TRADED F

+0.3%
Value
$11.5M
Shares
203.7K
% Port
0.57%
E
39.ETHA

ISHARES TR

-11.6%
Value
$11.3M
Shares
111.8K
% Port
0.56%
V
40.V

VISA INC

-2.3%
Value
$11.1M
Shares
32.4K
% Port
0.56%
X
41.XOM

EXXON MOBIL CORP

-0.9%
Value
$11M
Shares
80.3K
% Port
0.55%
B

BANK OF AMER CORP

+9.4%
Value
$10.8M
Shares
190.4K
% Port
0.54%
R
43.RTX

RTX CORPORATION

+0.8%
Value
$10.8M
Shares
56.9K
% Port
0.54%
E
44.ETHA

ISHARES TR

+0.8%
Value
$10.6M
Shares
103.5K
% Port
0.53%
E
45.ETHA

ISHARES TR

+3.2%
Value
$10.3M
Shares
107.3K
% Port
0.52%
V
46.VGES

VANGUARD TAX-MANAGED FDS

-0.5%
Value
$10.2M
Shares
143.7K
% Port
0.51%
V
47.VGES

VANGUARD INTL EQUITY INDEX F

+2.2%
Value
$9.8M
Shares
164.5K
% Port
0.49%
G

ALPHABET INC

-4.0%
Value
$9.8M
Shares
27.3K
% Port
0.49%
?
49.N/A

VANGUARD SCOTTSDALE FDS

+14.1%
Value
$9.7M
Shares
176.4K
% Port
0.49%
I
50.IBM

INTERNATIONAL BUSINESS MACHS

-0.4%
Value
$9.6M
Shares
34.2K
% Port
0.48%