Courier Capital LLC
Annual return '25
+32.6%
SPY '25
+17.7%
Alpha
+14.9ptsvs SPY
Invested
$1.8B
Holdings
372
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVW
ISHARES TR
Q4 2025: Exited (was 998.4k shares)
6.1%
02
$IVV
ISHARES TR
Q4 2025: Exited (was 120.8k shares)
4.3%
03
$AAPL
APPLE INC
Q1 2026: Increased +10.7% (2.8k → 3.1k shares)
3.6%
04
$IVE
ISHARES TR
Q4 2025: Exited (was 295.1k shares)
3.5%
05
$SPYG
SPDR SERIES TRUST
Q4 2025: Exited (was 501.0k shares)
3.0%
06
$SPYV
SPDR SERIES TRUST
Q4 2025: Exited (was 690.7k shares)
2.5%
07
$IJH
ISHARES TR
Q4 2025: Exited (was 469.4k shares)
2.4%
08
$IJJ
ISHARES TR
Q4 2025: Exited (was 241.0k shares)
1.7%
09
$IWN
ISHARES TR
Q4 2025: Exited (was 150.8k shares)
1.7%
10
$EFA
ISHARES TR
Q4 2025: Exited (was 290.5k shares)
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 04:24 UTC.