Courier Capital Llc Activity in Q2 2026
Courier Capital Llc, with $197 million in portfolio value as of June 30th, 2026, showed significant changes in its holdings during the quarter.
As part of their investment strategy, Courier Capital Llc has consistently monitored and adjusted its portfolio. Their current total assets stand at approximately $197 million.
This quarter saw notable shifts across various sectors. The most striking purchase was in ISHARES TR (HDV), a fund tracking the high-dividend value stocks index, which experienced an unprecedented 412% increase in shares held by Courier Capital Llc during Q2 2026.
Other significant additions included substantial increases in holdings of ISHA RES TR (IEF) and BLACKROCK ETF TRUST II (CLOA). IEF, tracking the short-term Treasury bond market, saw a massive jump of over 121% in its share count. CLOA also showed strong buying interest with a 100% increase.
Furthermore, Courier Capital Llc significantly boosted their position in VANGUARD SCOTTSDALE FDS (VMBS) by approximately 12.36%, and added to the SPDR SERIES TRUST (SPYV) holdings through a roughly 8.33% increase.
Conversely, there were significant sales during Q2 2026. The largest reduction was observed in JANUS DETROIT STR TR (JSI), where Courier Capital Llc sold nearly 75% of their position, reducing the fund's allocation by over one percentage point.
Other exits included a decrease in holdings of MOBILEYE GLOBAL INC (MBLY) and INTEL CORP (INTC). Additionally, while not explicitly detailed as large sales, adjustments were noted for ISHARES TR (IVW), ISHA RES TR (IJH), and SPDR SERIES TRUST (SPYV).
These changes reflect the dynamic nature of Courier Capital Llc's portfolio management. For more details on their investment activities or to explore specific holdings, you can visit Courier Capital Llc's profile.