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Rebecca L. Westervelt

@Courier Capital Llc

Latest period2024 - Q4ReportedManaged Assets$1.45BTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TXNTexas Instrs Inc
Recent Activity
Exited
0%
$3.309M
16,017 shares@ $206.58 avg price
BSCOInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$2.552M
120,824 shares@ $21.12 avg price
TMDXTransmedics Group Inc
Recent Activity
Exited
0%
$1.045M
6,655 shares@ $157.0 avg price
ADMArcher Daniels Midland Co
Recent Activity
Exited
0%
$993,889
16,637 shares@ $59.74 avg price
CAGConagra Brands Inc
Recent Activity
Exited
0%
$880,041
27,062 shares@ $32.52 avg price
DVNDevon Energy Corp New
Recent Activity
Exited
0%
$676,954
17,305 shares@ $39.12 avg price
TTEKTetra Tech Inc New
Recent Activity
Exited
0%
$498,481
10,570 shares@ $47.16 avg price
VTIPVanguard Malvern Fds
Recent Activity
Exited
0%
$497,242
10,084 shares@ $49.31 avg price
IDEVIshares Tr
Recent Activity
Exited
0%
$359,250
5,072 shares@ $70.84 avg price
XBISpdr Ser Tr
Recent Activity
Exited
0%
$296,400
3,000 shares@ $98.8 avg price