COURIER CAPITAL LLC
Top Portfolio Positions
231 positions ·
$592,862,120 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
252,026 | $63,961,678 | 10.79% | |
| MSFT |
Microsoft Corp
Technology
|
77,394 | $28,648,936 | 4.83% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
76,710 | $22,565,013 | 3.81% | |
| 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 TAYD
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,033,597 | 53,221 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,111,299 | 53,221 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,611,022 | 53,221 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,309,791 | 53,221 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,556,091 | 48,221 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,986,148 | 47,721 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,996,800 | 40,000 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,799,200 | 40,000 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,741,950 | 35,000 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $774,550 | 35,000 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $745,500 | 35,000 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $894,600 | 35,000 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $701,400 | 35,000 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $425,700 | 30,000 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $279,675 | 27,500 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $238,975 | 27,500 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $272,250 | 27,500 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $300,300 | 27,500 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $309,650 | 27,500 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $325,600 | 27,500 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $226,800 | 20,000 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $209,400 | 20,000 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $190,000 | 20,000 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $199,800 | 20,000 | Shares | Sole | 2020-07-06 | |
| 2020-03-31 | $169,000 | 20,000 | Shares | Sole | 2020-04-22 | |
| No 13F history on record for this holder in this stock. | ||||||