COURIER CAPITAL LLC
Top Portfolio Positions
231 positions ·
$593,311,575 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
252,026 | $63,961,678 | 10.78% | |
| MSFT |
Microsoft Corp
Technology
|
77,394 | $28,648,936 | 4.83% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
76,710 | $22,565,013 | 3.80% | |
| JNJ |
Johnson & Johnson
Healthcare
|
65,019 | $15,893,244 | 2.68% | |
| XOM |
Exxon Mobil Corp
Energy
|
81,075 | $13,755,184 | 2.32% | |
| RTX |
RTX Corp
Industrials
|
56,510 | $10,900,779 | 1.84% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
51,520 | $10,730,070 | 1.81% | |
| SPY |
Spdr S&P 500 ETF Trust
|
16,080 | $10,457,467 | 1.76% | |
| CVX |
Chevron Corp
Energy
|
50,349 | $10,417,208 | 1.76% | |
| V |
Visa Inc.
Financial Services
|
33,168 | $10,024,696 | 1.69% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LFMD
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $315,875 | 87,500 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $341,000 | 100,000 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $814,800 | 120,000 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,634,400 | 120,000 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $652,800 | 120,000 | Shares | Sole | 2025-04-14 | |
| No 13F history on record for this holder in this stock. | ||||||