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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
HWMHowmet Aerospace Inc
Recent Activity
Exited
0%
$212,129
2,116 shares@ $100.25 avg price
BHPBhp Group Ltd
Recent Activity
Exited
0%
$211,174
3,400 shares@ $62.11 avg price
QUALIshares Tr
Recent Activity
Exited
0%
$208,347
1,162 shares@ $179.31 avg price
WWDWoodward Inc
Recent Activity
Exited
0%
$205,812
1,200 shares@ $171.51 avg price
OXYOccidental Pete Corp
Recent Activity
Exited
0%
$203,068
3,940 shares@ $51.55 avg price