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Portfolio (Quarterly) Guide ↗

COURIER CAPITAL LLC

· CIK 0001015247
13F Portfolio $1.8B AUM 384 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 384 New
Page 8 of 20  ·  384 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NOC NORTHROP GRUMMAN CORP Industrials 4,124.0 $2.4M 0.13% NEW $570.21 -3.3%
142 IRM IRON MTN INC DEL Real Estate 27,610.0 $2.3M 0.13% NEW $82.95 +53.1%
143 TXN TEXAS INSTRS INC Technology 13,127.0 $2.3M 0.13% NEW $173.50 +83.0%
144 GE GE AEROSPACE Industrials 7,344.0 $2.3M 0.13% NEW $308.01 +3.0%
145 DLR DIGITAL RLTY TR INC Real Estate 14,571.0 $2.3M 0.13% NEW $154.71 +23.9%
146 EQIX EQUINIX INC Real Estate 2,874.0 $2.2M 0.12% NEW $766.14 +39.7%
147 VTI VANGUARD INDEX FDS 6,543.0 $2.2M 0.12% NEW $335.26 +10.2%
148 GD GENERAL DYNAMICS CORP Industrials 6,407.0 $2.2M 0.12% NEW $336.66 +1.8%
149 COF CAPITAL ONE FINL CORP Financial Services 8,884.0 $2.2M 0.12% NEW $242.36 -22.1%
150 MS MORGAN STANLEY Financial Services 11,886.0 $2.1M 0.12% NEW $177.53 +13.6%
151 AVGO BROADCOM INC Technology 6,069.0 $2.1M 0.12% NEW $346.10 +21.9%
152 MDLZ MONDELEZ INTL INC Consumer Defensive 38,990.0 $2.1M 0.12% NEW $53.83 +15.6%
153 MMM 3M CO Industrials 13,041.0 $2.1M 0.12% NEW $160.11 -3.1%
154 ATEC ALPHATEC HLDGS INC Healthcare 99,000.0 $2.1M 0.12% NEW $21.04 -62.8%
155 VO VANGUARD INDEX FDS 7,057.0 $2.0M 0.12% NEW $290.22 -73.0%
156 NEE NEXTERA ENERGY INC Utilities 25,275.0 $2.0M 0.11% NEW $80.28 +9.2%
157 DUK DUKE ENERGY CORP NEW Utilities 17,186.0 $2.0M 0.11% NEW $117.21 +6.9%
158 BMY BRISTOL-MYERS SQUIBB CO Healthcare 36,148.0 $1.9M 0.11% NEW $53.94 +6.6%
159 MDYV SPDR SERIES TRUST 23,017.0 $1.9M 0.11% NEW $84.65 +8.1%
160 VLO VALERO ENERGY CORP Energy 11,910.0 $1.9M 0.11% NEW $162.78 +47.6%
Page 8 of 20  ·  384 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.4%
Financial Services 22.4%
Healthcare 10.0%
Industrials 9.8%
Communication Services 7.2%
Consumer Defensive 6.1%
Energy 5.9%
Consumer Cyclical 5.6%
Utilities 2.3%
Real Estate 1.7%