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Asset Manager ← All Institutions

COURIER CAPITAL LLC

1114 DELAWARE AVENUE, BUFFALO, NY 14209-1604 • 7168839595

Q2 2025 · Filed 2025-07-28
Market Value
$1.6B
+7.8%
Holdings
391
+10
New Purchases
24
Added To
126
Closed
11
Reduced
162
Top 10 Concentration
30.9%
Turnover
9.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVW 6.82% 6.25% +0.57% $112M
MSFT 2.46% 2.02% +0.45% $41M
SPYG 2.87% 2.44% +0.43% $47M
IEI 1.01% 0.69% +0.31% $17M
ORCL 0.89% 0.62% +0.27% $15M
IEFA 1.38% 1.20% +0.18% $23M
VEA 0.44% 0.28% +0.16% $7M
XLK 0.20% 0.07% +0.14% $3M
VMBS 1.20% 1.06% +0.14% $20M
MLPX 0.11% 0.00% +0.11% $2M
JPM 1.46% 1.36% +0.10% $24M
BAC 0.49% 0.39% +0.10% $8M
XLU 0.58% 0.48% +0.09% $9M
NVDA 0.34% 0.25% +0.09% $6M
USMV 0.41% 0.33% +0.08% $7M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 3.36% 3.99% -0.64% $55M
RSP 1.23% 1.73% -0.50% $20M
BND 0.57% 0.91% -0.34% $9M
CVX 0.46% 0.68% -0.22% $8M
IVE 3.53% 3.72% -0.19% $58M
FISI 0.39% 0.58% -0.18% $6M
SHYG 0.31% 0.49% -0.18% $5M
XLE 0.04% 0.19% -0.15% $617K
XOM 0.53% 0.65% -0.12% $9M
MRK 0.28% 0.39% -0.11% $5M
VNLA 1.26% 1.37% -0.11% $21M
TMO 0.13% 0.24% -0.10% $2M
JNJ 0.61% 0.72% -0.10% $10M
XLI 0.19% 0.29% -0.10% $3M
VOO 0.46% 0.56% -0.10% $8M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 72.9%
Technology 8.8%
Industrials 3.7%
Healthcare 3.5%
Energy 2.8%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 68 $512M 31.1%
Large Cap 242 $937M 57.0%
Mid Cap 50 $137M 8.3%
Small Cap 22 $44M 2.7%
Micro Cap 9 $15M 0.9%

Portfolio Analytics

Avg Market Cap
$192.3B
Median Market Cap
$49.2B
Avg P/E
30.3
Median P/E
23.3
Avg Dividend Yield
0.02%
Avg Beta
0.85
# Stocks
234
# ETFs / Funds
157

Top Holdings (391 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVW 6.82% 1,019,483 $112M $110.10 $17M -7,981 -0.8%
2 IVV 4.64% 122,837 $76M $620.90 $6M -1,881 -1.5%
3 IVE 3.53% 297,095 $58M $195.42 $1M -518 -0.2%
4 AAPL 3.36% 269,167 $55M $205.17 -$6M -5,174 -1.9%
5 SPYG 2.87% 495,785 $47M $95.32 $10M +32,688 +7.1%
6 MSFT 2.46% 81,502 $41M $497.41 $10M -475 -0.6%
7 SPYV 2.11% 662,146 $35M $52.34 $3M +51,419 +8.4%
8 IJJ 1.80% 239,173 $30M $123.58 $1M +1,491 +0.6%
9 IJH 1.75% 464,797 $29M $62.02 $2M +11,770 +2.6%
10 EFA 1.57% 288,299 $26M $89.39 $2M +2,245 +0.8%
11 VTV 1.54% 143,156 $25M $176.74 $943K +2,147 +1.5%
12 IJK 1.54% 278,009 $25M $90.98 $3M +10,316 +3.9%
13 JPM 1.46% 83,059 $24M $289.91 $3M -1,586 -1.9%
14 IWN 1.43% 149,080 $24M $157.76 $1M +1,702 +1.1%
15 IEFA 1.38% 271,050 $23M $83.48 $4M +29,775 +12.3%
16 VNLA 1.26% 421,918 $21M $49.20 -$165K -3,790 -0.9%
17 RSP 1.23% 110,929 $20M $181.74 -$6M -41,033 -27.0%
18 VMBS 1.20% 424,303 $20M $46.34 $3M +75,218 +21.6%
19 VGK 1.08% 229,670 $18M $77.50 $2M +6,721 +3.0%
20 MBB 1.07% 187,383 $18M $93.89 $2M +25,656 +15.9%
21 IJR 1.04% 157,245 $17M $109.29 $2M +7,575 +5.1%
22 IEI 1.01% 139,058 $17M $119.09 $6M +49,569 +55.4%
23 GOOG 0.99% 91,476 $16M $177.39 $2M -2,714 -2.9%
24 ORCL 0.89% 66,733 $15M $218.63 $5M -942 -1.4%
25 V 0.86% 39,686 $14M $355.05 $189K +20 +0.1%
26 FEZ 0.85% 234,108 $14M $59.73 $1M +2,246 +1.0%
27 IWO 0.80% 46,092 $13M $285.86 $2M +754 +1.7%
28 AMZN 0.74% 55,243 $12M $219.39 $2M +941 +1.7%
29 FBND 0.73% 262,411 $12M $45.75 $494K +10,252 +4.1%
30 JEPI 0.72% 209,509 $12M $56.85 $1M +24,511 +13.2%
31 EMXC 0.67% 174,646 $11M $63.14 $2M +9,729 +5.9%
32 IWM 0.66% 50,467 $11M $215.79 $846K +117 +0.2%
33 STIP 0.64% 101,739 $10M $102.91 $346K +3,893 +4.0%
34 CSCO 0.62% 147,790 $10M $69.38 $1M +333 +0.2%
35 JNJ 0.61% 66,130 $10M $152.75 -$842K +140 +0.2%
36 SGOV 0.61% 100,059 $10M $100.69 $2M +18,758 +23.1%
37 SPY 0.61% 16,109 $10M $617.87 $986K +78 +0.5%
38 IBM 0.60% 33,386 $10M $294.78 $214K -5,332 -13.8%
39 XLU 0.58% 115,994 $9M $81.66 $2M +22,626 +24.2%
40 EFG 0.57% 83,991 $9M $112.00 $2M +5,190 +6.6%
41 BND 0.57% 126,895 $9M $73.63 -$4M -61,282 -32.6%
42 XOM 0.53% 81,064 $9M $107.80 -$1M -2,239 -2.7%
43 JAAA 0.52% 168,900 $9M $50.75 $1M +27,548 +19.5%
44 HDV 0.52% 72,805 $9M $117.17 $1M +11,433 +18.6%
45 COST 0.51% 8,435 $8M $990.00 $347K -27 -0.3%
46 RTX 0.51% 56,969 $8M $146.02 $711K -462 -0.8%
47 GVI 0.50% 77,218 $8M $106.79 $546K +4,587 +6.3%
48 BAC 0.49% 168,603 $8M $47.32 $2M +27,197 +19.2%
49 VYMI 0.48% 97,891 $8M $80.11 $1M +6,541 +7.2%
50 FLOT 0.47% 152,302 $8M $51.02 $93K +1,905 +1.3%
51 CVX 0.46% 53,129 $8M $143.19 -$3M -8,943 -14.4%
52 LIN 0.46% 16,186 $8M $469.17 $11K -99 -0.6%
53 VWO 0.46% 152,819 $8M $49.46 $633K -196 -0.1%
54 VOO 0.46% 13,231 $8M $568.03 -$980K -3,301 -20.0%
55 VBR 0.45% 37,752 $7M $195.01 $428K +529 +1.4%
56 VEA 0.44% 128,260 $7M $57.01 $3M +43,464 +51.3%
57 BRK-A 0.44% 10 $7M $728,800.00 -$696K
58 VRIG 0.42% 277,388 $7M $25.05 $1M +47,351 +20.6%
59 WMT 0.42% 70,791 $7M $97.78 -$48K -8,607 -10.8%
60 SPSB 0.42% 226,869 $7M $30.19 $445K +14,115 +6.6%
61 FLRN 0.42% 222,101 $7M $30.83 -$50K -1,702 -0.8%
62 EFV 0.41% 106,720 $7M $63.48 $478K -112 -0.1%
63 USMV 0.41% 71,519 $7M $93.87 $2M +17,578 +32.6%
64 PEP 0.41% 50,612 $7M $132.04 -$929K -152 -0.3%
65 MTB 0.39% 33,484 $6M $193.99 $471K -220 -0.7%
66 FISI 0.39% 252,523 $6M $25.68 -$2M -100,061 -28.4%
67 AXP 0.38% 19,770 $6M $318.98 $929K -215 -1.1%
68 LMT 0.38% 13,507 $6M $463.15 $139K -186 -1.4%
69 BRK-B 0.37% 12,680 $6M $485.75 -$586K +15 +0.1%
70 SPIB 0.37% 182,431 $6M $33.58 $320K +7,752 +4.4%
71 ISCF 0.37% 156,817 $6M $38.77 $913K +3,413 +2.2%
72 PG 0.37% 37,875 $6M $159.32 -$589K -988 -2.5%
73 SPLG 0.36% 82,139 $6M $72.69 $767K +3,004 +3.8%
74 DIS 0.36% 47,316 $6M $124.01 $1M +1,835 +4.0%
75 NVDA 0.34% 35,397 $6M $157.99 $2M -208 -0.6%
76 IEMG 0.34% 92,472 $6M $60.03 $1M +12,157 +15.1%
77 GLDM 0.33% 82,864 $5M $65.52 $653K +5,698 +7.4%
78 JSI 0.32% 99,055 $5M $52.62 $735K +13,535 +15.8%
79 TDTF 0.32% 215,866 $5M $24.08 $246K +11,659 +5.7%
80 DFE 0.31% 73,507 $5M $70.12 $625K -785 -1.1%
81 VGLT 0.31% 91,623 $5M $56.12 -$748K -10,612 -10.4%
82 SHYG 0.31% 118,314 $5M $43.14 -$2M -57,920 -32.9%
83 C 0.31% 59,859 $5M $85.12 $892K +645 +1.1%
84 IYR 0.31% 53,420 $5M $94.77 $14K +692 +1.3%
85 MA 0.31% 8,957 $5M $561.94 $309K +338 +3.9%
86 LOW 0.30% 22,544 $5M $221.87 -$464K -891 -3.8%
87 HD 0.29% 13,215 $5M $366.62 -$26K -76 -0.6%
88 IXN 0.29% 52,222 $5M $92.34 $862K -60 -0.1%
89 QQQ 0.29% 8,690 $5M $551.66 $377K -728 -7.7%
90 IWP 0.28% 33,660 $5M $138.68 $690K -194 -0.6%
91 MRK 0.28% 58,142 $5M $79.16 -$1M -8,424 -12.7%
92 IJS 0.27% 45,102 $4M $99.49 -$885K -10,010 -18.2%
93 TJX 0.27% 35,987 $4M $123.49 $61K
94 XLV 0.27% 32,814 $4M $134.79 -$991K -4,264 -11.5%
95 AMGN 0.27% 15,805 $4M $279.21 -$528K -55 -0.3%
96 VB 0.25% 17,626 $4M $236.98 $290K +95 +0.5%
97 VCSH 0.25% 52,489 $4M $79.50 -$101K -1,654 -3.0%
98 ABT 0.25% 30,374 $4M $136.01 $91K -80 -0.3%
99 JCPB 0.25% 87,226 $4M $47.06 $439K +9,299 +11.9%
100 IWF 0.24% 9,271 $4M $424.56 $629K +113 +1.2%

New Positions

SymbolValue% Port
MLPX $2M 0.11%
BLV $1M 0.07%
IDEV $814K 0.05%
IEF $598K 0.04%
ZM $436K 0.03%
APUE $401K 0.02%
IHI $393K 0.02%
APCB $328K 0.02%
JPST $294K 0.02%
BLK $287K 0.02%
EVR $270K 0.02%
HWM $257K 0.02%
ITT $236K 0.01%
APH $235K 0.01%
CDNS $230K 0.01%

Sold Out Positions

SymbolValue% Port
STZ —%
DOW —%
KVUE —%
OXY —%
GIS —%
SLYV —%
BILS —%
F-PD —%
HES —%
FI —%
SVT —%
View SEC EDGAR Filings for COURIER CAPITAL LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms