COURIER CAPITAL LLC

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$1.79B
13F filings
1
Latest filing
Apr 23, 2026

Top 10 holdings

IVW $108.93M
6.09% of AUM
IVV $76.31M
4.27% of AUM
AAPL $63.96M
3.58% of AUM
IVE $62.33M
3.48% of AUM
SPYG $53.50M
2.99% of AUM
SPYV $44.38M
2.48% of AUM
IJH $43.00M
2.40% of AUM
IJJ $29.71M
1.66% of AUM
IWN $29.27M
1.64% of AUM
EFA $28.93M
1.62% of AUM

About this filer

FilingIQ has indexed 1 quarterly Form 13F filings from COURIER CAPITAL LLC. Reported assets under management total $1.79B.

View live COURIER CAPITAL LLC filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does COURIER CAPITAL LLC have under management?
Per COURIER CAPITAL LLC's most recent SEC Form 13F filing dated Apr 23, 2026, total assets under management are $1.79B. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has COURIER CAPITAL LLC submitted?
FilingIQ has indexed 1 quarterly Form 13F filings from COURIER CAPITAL LLC. Filings are due 45 days after quarter-end.
Where does COURIER CAPITAL LLC's holdings data come from?
Every position shown on this page sources back to COURIER CAPITAL LLC's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.