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Asset Manager ← All Institutions

COURIER CAPITAL LLC

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

Q4 2025 · Filed 2026-01-29
Market Value
$1.8B
+1.8%
Holdings
396
+2
New Purchases
11
Added To
136
Closed
20
Reduced
169
Top 10 Concentration
31.4%
Turnover
7.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IDEV 0.63% 0.22% +0.40% $11M
VMBS 1.39% 1.15% +0.24% $25M
SGOV 0.60% 0.41% +0.19% $11M
IEF 0.21% 0.03% +0.18% $4M
JSI 0.49% 0.32% +0.17% $9M
GOOG 1.38% 1.23% +0.15% $24M
VYMI 0.62% 0.48% +0.14% $11M
SPYV 2.32% 2.19% +0.13% $41M
GOOGL 0.46% 0.36% +0.10% $8M
SPYG 3.10% 3.00% +0.10% $55M
EMXC 0.79% 0.69% +0.09% $14M
HGER 0.09% 0.00% +0.09% $2M
FEZ 0.92% 0.83% +0.09% $16M
MBB 1.17% 1.09% +0.08% $21M
TMO 0.18% 0.10% +0.08% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IEFA 0.87% 1.23% -0.36% $15M
ORCL 0.67% 0.98% -0.32% $12M
GVI 0.19% 0.50% -0.31% $3M
MSFT 2.13% 2.40% -0.27% $38M
UL 0.00% 0.19% -0.19% $0
IVW 6.73% 6.91% -0.18% $119M
VCLT 0.00% 0.15% -0.15% $0
COST 0.36% 0.45% -0.08% $6M
TGT 0.05% 0.13% -0.08% $899K
FLRN 0.32% 0.38% -0.06% $6M
HD 0.25% 0.30% -0.05% $4M
IRM 0.13% 0.18% -0.05% $2M
IGSB 0.10% 0.15% -0.05% $2M
LIN 0.38% 0.43% -0.05% $7M
MU 0.03% 0.08% -0.05% $509K

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 69 $558M 31.4%
Large Cap 238 $1.0B 57.3%
Mid Cap 51 $134M 7.6%
Small Cap 28 $51M 2.9%
Micro Cap 10 $15M 0.9%

Portfolio Analytics

Avg Market Cap
$191.4B
Median Market Cap
$50.3B
Avg P/E
31.3
Median P/E
24.0
Avg Dividend Yield
0.02%
Avg Beta
0.85
# Stocks
233
# ETFs / Funds
163

Top Holdings (396 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVW 6.73% 969,285 $119M $123.26 -$1M -29,134 -2.9%
2 IVV 4.64% 120,357 $82M $684.94 $2M -404 -0.3%
3 AAPL 3.80% 248,120 $67M $271.86 $1M -11,608 -4.5%
4 IVE 3.53% 295,108 $63M $212.07 $2M +8
5 SPYG 3.10% 515,922 $55M $106.70 $3M +14,887 +3.0%
6 SPYV 2.32% 725,300 $41M $56.81 $3M +34,594 +5.0%
7 MSFT 2.13% 78,068 $38M $483.62 -$4M -2,772 -3.4%
8 IJH 1.81% 486,479 $32M $66.00 $1M +17,070 +3.6%
9 IJJ 1.81% 243,878 $32M $131.59 $828K +2,867 +1.2%
10 EFA 1.58% 292,200 $28M $96.03 $937K +1,715 +0.6%
11 VTV 1.56% 144,791 $28M $190.99 $831K +960 +0.7%
12 IJK 1.55% 284,869 $28M $96.88 $689K +4,240 +1.5%
13 IWN 1.55% 151,988 $28M $181.21 $881K +1,201 +0.8%
14 JPM 1.42% 78,471 $25M $322.22 -$248K -2,475 -3.1%
15 VMBS 1.39% 522,686 $25M $47.08 $5M +96,087 +22.5%
16 GOOG 1.38% 77,919 $24M $313.80 $3M -9,973 -11.3%
17 VNLA 1.20% 434,135 $21M $49.14 $733K +16,187 +3.9%
18 MBB 1.17% 218,425 $21M $95.22 $2M +18,153 +9.1%
19 VGK 1.16% 247,289 $21M $83.61 $837K -1,312 -0.5%
20 IJR 1.13% 166,227 $20M $120.18 $689K +3,907 +2.4%
21 RSP 1.01% 93,987 $18M $191.56 $703K +2,787 +3.1%
22 IEI 0.96% 143,056 $17M $119.35 $600K +5,214 +3.8%
23 FEZ 0.92% 253,932 $16M $64.39 $2M +20,443 +8.8%
24 IEFA 0.87% 172,755 $15M $89.46 -$6M -72,930 -29.7%
25 IWO 0.87% 47,800 $15M $323.01 $425K +885 +1.9%
26 EMXC 0.79% 191,734 $14M $72.68 $2M +13,029 +7.3%
27 FBND 0.76% 293,858 $14M $46.04 $859K +19,843 +7.2%
28 JNJ 0.75% 64,321 $13M $206.95 $1M -1,115 -1.7%
29 V 0.71% 35,969 $13M $350.71 -$536K -2,554 -6.6%
30 JEPI 0.71% 219,148 $13M $57.24 $387K +6,235 +2.9%
31 IWM 0.71% 50,874 $13M $246.16 $258K +183 +0.4%
32 AMZN 0.69% 52,756 $12M $230.82 $366K -1,037 -1.9%
33 ORCL 0.67% 60,809 $12M $194.91 -$5M -193 -0.3%
34 IDEV 0.63% 134,939 $11M $82.48 $7M +86,008 +175.8%
35 VYMI 0.62% 121,951 $11M $90.00 $3M +23,091 +23.4%
36 HDV 0.62% 89,798 $11M $121.61 $897K +7,939 +9.7%
37 SPY 0.61% 15,974 $11M $681.91 $208K -65 -0.4%
38 JAAA 0.60% 212,228 $11M $50.58 $1M +27,227 +14.7%
39 SGOV 0.60% 106,271 $11M $100.38 $3M +34,620 +48.3%
40 STIP 0.59% 102,731 $11M $102.39 -$33K +648 +0.6%
41 RTX 0.59% 56,945 $10M $183.40 $949K +203 +0.4%
42 EFG 0.56% 87,610 $10M $113.92 $504K +4,395 +5.3%
43 IBM 0.56% 33,349 $10M $296.21 $292K -626 -1.8%
44 BAC 0.56% 179,249 $10M $55.00 $212K -7,731 -4.1%
45 XOM 0.54% 80,280 $10M $120.34 $624K +132 +0.2%
46 CSCO 0.54% 125,160 $10M $77.03 -$208K -18,789 -13.1%
47 BND 0.52% 123,991 $9M $74.07 -$76K -517 -0.4%
48 JSI 0.49% 166,741 $9M $52.06 $3M +58,833 +54.5%
49 USMV 0.48% 90,904 $9M $94.16 $1M +12,880 +16.5%
50 VWO 0.47% 156,049 $8M $53.76 $106K +3,167 +2.1%
51 VEA 0.47% 133,164 $8M $62.47 $655K +5,271 +4.1%
52 GOOGL 0.46% 26,192 $8M $313.00 $2M +193 +0.7%
53 VBR 0.46% 38,174 $8M $211.79 $173K +267 +0.7%
54 CVX 0.44% 51,223 $8M $152.41 -$392K -1,575 -3.0%
55 WMT 0.44% 69,970 $8M $111.41 $536K -464 -0.7%
56 XLU 0.43% 177,726 $8M $42.69 -$198K +88,456 +99.1%
57 BRK-A 0.43% 10 $8M $754,800.00 $6K
58 SPSB 0.43% 249,887 $8M $30.20 $501K +17,299 +7.4%
59 EFV 0.42% 105,098 $8M $71.41 $398K +318 +0.3%
60 VOO 0.42% 11,803 $7M $627.10 $907K +1,198 +11.3%
61 VGLT 0.41% 131,332 $7M $55.80 $524K +11,666 +9.8%
62 FLOT 0.41% 143,456 $7M $50.86 -$226K -3,793 -2.6%
63 ISCF 0.41% 173,375 $7M $41.48 $384K +7,837 +4.7%
64 VRIG 0.40% 284,012 $7M $25.10 $292K +11,632 +4.3%
65 PEP 0.40% 49,584 $7M $143.52 $170K +123 +0.2%
66 AXP 0.40% 19,095 $7M $369.96 $602K -360 -1.9%
67 GLDM 0.39% 80,735 $7M $85.37 $231K -6,404 -7.3%
68 LIN 0.38% 16,006 $7M $426.38 -$735K +90 +0.6%
69 MTB 0.37% 32,818 $7M $201.48 $112K -73 -0.2%
70 C 0.37% 56,482 $7M $116.69 $531K -3,217 -5.4%
71 IEMG 0.37% 97,769 $7M $67.22 $311K +2,793 +2.9%
72 SPIB 0.37% 192,196 $6M $33.81 $538K +16,314 +9.3%
73 LMT 0.36% 13,375 $6M $483.68 -$186K +44 +0.3%
74 COST 0.36% 7,481 $6M $862.30 -$1M -939 -11.2%
75 BRK-B 0.34% 11,967 $6M $502.63 -$404K -802 -6.3%
76 TDTF 0.32% 238,784 $6M $23.96 $297K +15,228 +6.8%
77 MRK 0.32% 54,358 $6M $105.26 $1M -1,536 -2.8%
78 SPLG 0.32% 71,158 $6M $80.22 $30K -1,320 -1.8%
79 FLRN 0.32% 184,530 $6M $30.73 -$951K -30,053 -14.0%
80 LOW 0.31% 22,654 $5M $241.16 -$202K +112 +0.5%
81 TJX 0.31% 35,474 $5M $153.61 $248K -513 -1.4%
82 QQQ 0.31% 8,861 $5M $614.28 $133K +16 +0.2%
83 IYR 0.31% 57,696 $5M $93.89 -$26K +1,631 +2.9%
84 SHYG 0.30% 126,069 $5M $42.87 $171K +5,196 +4.3%
85 NVDA 0.30% 28,753 $5M $186.50 -$457K -2,439 -7.8%
86 DFE 0.30% 74,166 $5M $71.84 $230K +1,779 +2.5%
87 PG 0.30% 36,792 $5M $143.31 -$438K -376 -1.0%
88 DIS 0.30% 46,212 $5M $113.77 -$57K -205 -0.4%
89 IXN 0.29% 48,982 $5M $105.00 -$195K -2,736 -5.3%
90 IJS 0.28% 44,332 $5M $113.72 $169K +269 +0.6%
91 XLV 0.28% 32,360 $5M $154.80 $574K +487 +1.5%
92 LLY 0.28% 4,657 $5M $1,074.72 $1M -54 -1.1%
93 MA 0.27% 8,371 $5M $570.88 -$226K -428 -4.9%
94 JCPB 0.27% 99,466 $5M $47.35 $284K +6,385 +6.9%
95 VB 0.26% 17,829 $5M $257.95 $98K +128 +0.7%
96 IWP 0.25% 32,936 $5M $136.94 -$277K -678 -2.0%
97 HD 0.25% 12,651 $4M $344.10 -$853K -199 -1.6%
98 AMGN 0.24% 13,067 $4M $327.32 $526K -226 -1.7%
99 BA 0.24% 19,550 $4M $217.12 $349K +1,500 +8.3%
100 MDT 0.24% 44,040 $4M $96.06 -$174K -2,206 -4.8%

New Positions

SymbolValue% Port
HGER $2M 0.09%
TOTB.DE $642K 0.04%
XONE $536K 0.03%
XBI $283K 0.02%
SPGI $236K 0.01%
CAI $231K 0.01%
WWJD $219K 0.01%
PANW $206K 0.01%
MICC $167K 0.01%
FTNY $94K 0.01%
ADGI $25K —%

Sold Out Positions

SymbolValue% Port
ZTS —%
APD —%
AFL —%
IP —%
DD —%
UL —%
CLX —%
ITW —%
ITT —%
SYY —%
TT —%
TTE —%
ATYR —%
GEHC —%
CDNS —%
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