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COURIER CAPITAL LLC - Portfolio Stock Holdings

COURIER CAPITAL LLC disclosed 407 stock positions in a recent SEC 13F filing. $2,002,448,519 of stock holdings were filed, with the largest holdings including IVW, IVV, and AAPL. This filing represented positions held on June 30, 2026, and was filed on July 16, 2026.

We estimate the fund has a total AUM of $3,585,153,323 and has 26 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

407

Est. Stock Holding Value:

$2,002,448,519

Top Stock Holdings By Sector

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Portfolio Stock Holdings - COURIER CAPITAL LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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