account_balance

Investment manager · 13F filer · SEC CIK 1015247

Courier Capital LLC

Reported value$2Bas of Jun 30, 2026
Positions399 23 new, 9 sold out
Top 10 weight31.1%IVW alone is 6%
FiledJul 1616 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVW iShares Tr 6.3% Trimmed −5%
IVV iShares Tr 4.4% Held
AAPL Apple Inc 3.6% Held
IVE iShares Tr 3.4% Held
SPYG SPDR Series Trust 3.3% Held
IJH iShares Tr 2.7% Added +8%
SPYV SPDR Series Trust 2.6% Added +8%
IJJ iShares Tr 1.7% Held
IJR iShares Tr 1.7% Added +6%
EFA iShares Tr 1.6% Added +2%
VTV Vanguard Index FDS 1.5% Held
IJK iShares Tr 1.5% Held

What changed

Biggest moves since Mar 31, 2026

Filed Jul 16, 2026, compared with the Apr 20, 2026 filing
add_circleNew
  • DSCO $8.05M
  • CLOA $7.88M
  • GNRC $1.17M
  • HON $793K
arrow_upwardAdded
  • IWF +521%
  • HDV +412%
  • IEF +121%
  • GLW +25%
arrow_downwardTrimmed
  • INTC −35%
  • AMD −24%
  • Berkshire Hathaway Inc −20%
  • DELL −17%
remove_circleSold out
  • JAAA $7.48M
  • APA $1.78M
  • HONZZZZ $1.54M
  • ADBE $480K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate.

This is data, not investment advice. About StockToast