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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 9 of 20  ·  399 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ROK ROCKWELL AUTOMATION INC Industrials 4,422.0 $2.2M 0.11% $495.03 -12.8%
162 NOC NORTHROP GRUMMAN CORP Industrials 4,235.0 $2.2M 0.11% +113.0 +2.7% $509.31 +8.0%
163 MDLZ MONDELEZ INTL INC Consumer Defensive 37,105.0 $2.1M 0.11% -982.0 -2.6% $57.84 +8.9%
164 DUK DUKE ENERGY CORP NEW Utilities 16,917.0 $2.1M 0.11% -168.0 -1.0% $126.58 -3.7%
165 COF CAPITAL ONE FINL CORP Financial Services 10,499.0 $2.1M 0.10% +65.0 +0.6% $200.61 +8.3%
166 MOOG INC 4,918.0 $2.1M 0.10% $423.80
167 GWW WW GRAINGER INC Industrials 1,511.0 $2.1M 0.10% -15.0 -1.0% $1360.54 -1.8%
168 AEP AMERICAN ELEC PWR CO INC Utilities 15,014.0 $2.1M 0.10% -233.0 -1.5% $136.81 -9.8%
169 BMY BRISTOL-MYERS SQUIBB CO Healthcare 35,523.0 $2.0M 0.10% -281.0 -0.8% $57.62 +17.3%
170 UNH UNITEDHEALTH GROUP INC Healthcare 4,919.0 $2.0M 0.10% +479.0 +10.8% $415.64 -3.5%
171 TRV TRAVELERS COMPANIES INC Financial Services 6,024.0 $2.0M 0.10% $330.13 +12.4%
172 DWM WISDOMTREE TR 27,091.0 $2.0M 0.10% +231.0 +0.9% $73.21 +4.9%
173 MLPX GLOBAL X FDS 26,866.0 $2.0M 0.10% -247.0 -0.9% $73.66 +2.8%
174 MMM 3M CO Industrials 12,215.0 $2.0M 0.10% -424.0 -3.4% $161.91 +11.2%
175 MU MICRON TECHNOLOGY INC Technology 1,700.0 $2.0M 0.10% -85.0 -4.8% $1154.29 -18.7%
176 EMR EMERSON ELEC CO Industrials 13,531.0 $1.9M 0.10% -93.0 -0.7% $143.15 +10.6%
177 IWS ISHARES TR 11,489.0 $1.9M 0.09% $164.60 +4.6%
178 CVS CVS HEALTH CORP Healthcare 17,990.0 $1.9M 0.09% +145.0 +0.8% $103.45 -8.8%
179 RIO RIO TINTO PLC Basic Materials 19,593.0 $1.9M 0.09% +979.0 +5.3% $94.93 +10.3%
180 BK BANK OF NY MELLON CORP Financial Services 12,661.0 $1.8M 0.09% +561.0 +4.6% $144.61 -0.6%
Page 9 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%