Rebecca L. Westervelt

@Courier Capital Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$1.45B

Total holdings359

Assets growth rate-0.67%

Assets growth rate (2-Q avg)7.65%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Courier Capital Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 359 positions.

Assets under management

The assets under management (AUM) of Courier Capital Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.45B in assets, with a quarterly growth rate of -0.67% and a 2-quarter average growth rate of 7.65%. The portfolio is managed by Rebecca L. Westervelt, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SGOVIshares Tr Recent Activity New Position	0.28%	$3.946M 39,334 shares@ $100.33 avg price	New Position
MAMastercard Incorporated Recent Activity New Position	0.27%	$3.867M 7,344 shares@ $526.57 avg price	New Position
JAAAJanus Detroit Str Tr Recent Activity New Position	0.18%	$2.468M 48,666 shares@ $50.72 avg price	New Position
VGLTVanguard Scottsdale Fds Recent Activity New Position	0.13%	$1.764M 31,869 shares@ $55.35 avg price	New Position
SPIBSpdr Ser Tr Recent Activity New Position	0.13%	$1.761M 53,748 shares@ $32.77 avg price	New Position
GLDMWorld Gold Tr Recent Activity New Position	0.12%	$1.688M 32,463 shares@ $51.99 avg price	New Position
JSIJanus Detroit Str Tr Recent Activity New Position	0.12%	$1.685M 32,522 shares@ $51.82 avg price	New Position
FASTFastenal Co Recent Activity New Position	0.09%	$1.187M 16,506 shares@ $71.91 avg price	New Position
VCLTVanguard Scottsdale Fds Recent Activity New Position	0.07%	$938,190 12,546 shares@ $74.79 avg price	New Position
AVUVAmerican Centy Etf Tr Recent Activity New Position	0.07%	$936,920 9,706 shares@ $96.53 avg price	New Position