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Portfolio (Quarterly) Guide ↗

COURIER CAPITAL LLC

· CIK 0001015247
13F Portfolio $2.0B AUM 399 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 119 Added 130 Reduced 9 Exited
Page 11 of 20  ·  399 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 KR KROGER CO Consumer Defensive 23,784.0 $1.3M 0.07% $55.53 +5.4%
202 PLTR PALANTIR TECHNOLOGIES INC Technology 11,209.0 $1.3M 0.07% +60.0 +0.5% $116.67 +52.1%
203 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,707.0 $1.3M 0.07% $477.57 -12.5%
204 FLCA FRANKLIN TEMPLETON ETF TR 24,973.0 $1.3M 0.06% $51.47 +7.8%
205 ROST ROSS STORES INC Consumer Cyclical 6,000.0 $1.3M 0.06% $212.85 +11.0%
206 OKTA OKTA INC Technology 9,326.0 $1.3M 0.06% +128.0 +1.4% $136.45 -1.5%
207 IYW ISHARES TR 4,979.0 $1.3M 0.06% $252.23 -2.2%
208 XT ISHARES TR 14,783.0 $1.2M 0.06% +290.0 +2.0% $82.63 -0.5%
209 TGT TARGET CORP Consumer Defensive 9,049.0 $1.2M 0.06% $130.61 +25.6%
210 VZ VERIZON COMMUNICATIONS INC Communication Services 27,876.0 $1.2M 0.06% -3K -11.0% $42.34 +18.5%
211 GNRC GENERAC HLDGS INC Industrials 3,997.0 $1.2M 0.06% NEW $292.81 -29.4%
212 META META PLATFORMS INC Communication Services 2,029.0 $1.1M 0.06% $563.30 +2.3%
213 TIP ISHARES TR 10,344.0 $1.1M 0.06% $109.43 -1.8%
214 CWEN CLEARWAY ENERGY INC Utilities 32,857.0 $1.1M 0.06% $34.18 -5.0%
215 QDEF FLEXSHARES TR 12,714.0 $1.1M 0.06% -357.0 -2.7% $87.02 +4.8%
216 T AT&T INC Communication Services 50,831.0 $1.1M 0.05% -11K -18.3% $20.70 +25.0%
217 MO ALTRIA GROUP INC Consumer Defensive 14,621.0 $1.1M 0.05% $71.95 -3.9%
218 EXR EXTRA SPACE STORAGE INC Real Estate 7,146.0 $1.0M 0.05% -383.0 -5.1% $145.29 -0.8%
219 AZN ASTRAZENECA PLC Healthcare 5,104.0 $968K 0.05% -100.0 -1.9% $189.62 -12.3%
220 UNP UNION PAC CORP Industrials 3,514.0 $956K 0.05% -864.0 -19.7% $271.97 +14.2%
Page 11 of 20  ·  399 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 30.6%
Financial Services 22.2%
Industrials 10.4%
Healthcare 10.2%
Energy 6.4%
Consumer Defensive 6.0%
Consumer Cyclical 5.1%
Communication Services 3.0%
Utilities 2.9%
Basic Materials 1.9%