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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
67
10
4
2
4
0
41
2
2
COURIER CAPITAL CORP

Time Period2018-12-31

Total Holdings258

Total Value ($x1000)682,618
Activities
New8

Increased48

Unchanged62

Decreased140

Sold Out45

Top 10 Stock Holdingstotal 36.1%
IVW9.16

IVV6.24

IVE4.38

AAPL3.34

VTV2.75

 
FEZ2.19

EFA2.15

IWN2.09

JNJ1.99

IJK1.81

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVW
9.16%
S&P 500 GRWT ETF
IVV
6.24%
CORE S&P500 ETF
IVE
4.38%
S&P 500 VAL ETF
AAPL
3.34%
COM
VTV
2.75%
VALUE ETF
FEZ
2.19%
EURO STOXX 50
EFA
2.15%
MSCI EAFE ETF
IWN
2.09%
RUS 2000 VAL ETF
JNJ
1.99%
COM
IJK
1.81%
S&P MC 400GR ETF
INTC
1.63%
COM
IJH
1.6%
CORE S&P MCP ETF
MSFT
1.49%
COM
JPM
1.47%
COM
CVX
1.45%
COM
AMGN
1.36%
COM
V
1.28%
COM CL A
IWM
1.25%
RUSSELL 2000 ETF
DFE
1.17%
EUROPE SMCP DV
IJJ
1.14%
S&P MC 400VL ETF
DIS
1.1%
COM DISNEY
GOOG
1.1%
CAP STK CL C
PEP
1.09%
COM
IWO
1.08%
RUS 2000 GRW ETF
CSCO
1.07%
COM
UTX
1.06%
COM
STIP
1.05%
0-5 YR TIPS ETF
SPY
1.01%
TR UNIT
XOM
1.01%
COM
PFE
0.96%
COM
AMZN
0.87%
COM
MRK
0.85%
COM
VWO
0.83%
FTSE EMR MKT ETF
MMM
0.81%
COM
LSI
0.77%
COM
PG
0.73%
COM
IFSM
0.73%
DEVSMCP EXNA ETF
IJR
0.64%
CORE S&P SCP ETF
UL
0.63%
SPON ADR NEW
MKC
0.63%
COM NON VTG
NFG
0.59%
COM
VGK
0.59%
FTSE EUROPE ETF
LIN
0.58%
COM
VBR
0.58%
SM CP VAL ETF
IBM
0.57%
COM
IYR
0.57%
U.S. REAL ES ETF
BAC
0.55%
COM
XBI
0.49%
S&P BIOTECH
DWDP
0.49%
COM
QQQ
0.46%
UNIT SER 1
HON
0.45%
COM
IFGL
0.45%
INTL DEV RE ETF
BSJJ
0.45%
BULSHS 2019 HY
BSCJ
0.44%
BULSHS 2019 CB
PRU
0.43%
COM
KMB
0.42%
COM
DEO
0.42%
SPON ADR NEW
BA
0.41%
COM
CSJ
0.41%
1-3 YR CR BD ETF
BMY
0.41%
COM
ORCL
0.41%
COM
KO
0.41%
COM
FLOT
0.4%
FLTG RATE BD ETF
VZ
0.4%
COM
T
0.39%
COM
LOW
0.38%
COM
VB
0.38%
SMALL CP ETF
C
0.36%
COM NEW
IWP
0.35%
RUS MD CP GR ETF
COST
0.33%
COM
CRM
0.33%
COM
ABT
0.32%
COM
SLB
0.32%
COM
UPS
0.32%
CL B
VLO
0.32%
COM
CVS
0.31%
COM
MDLZ
0.3%
CL A
MDY
0.29%
UTSER1 S&PDCRP
IXN
0.29%
GLOBAL TECH ETF
PAYX
0.29%
COM
BDX
0.28%
COM
SJNK
0.27%
SHT TRM HGH YLD
BSJK
0.27%
BULSHS 2020 HY
AXP
0.26%
COM
BSCK
0.26%
BULSHS 2020 CB
LMT
0.26%
COM
MDT
0.26%
SHS
MCD
0.26%
COM
ABBV
0.24%
COM
HD
0.23%
COM
EFAV
0.23%
EAFE MIN VOL ETF
CMCSA
0.23%
CL A
WFC
0.22%
COM
VCSH
0.21%
SHRT TRM CORP BD
GE
0.21%
COM
BP
0.21%
SPONSORED ADR
IWR
0.2%
RUS MID-CAP ETF
MTB
0.2%
COM
USMV
0.2%
USA MIN VOL ETF
VCR
0.19%
CONSUM DIS ETF
DWM
0.19%
DEFA FD
EMR
0.19%
COM
TXN
0.19%
COM
TIP
0.19%
TIPS BD ETF
ADP
0.18%
COM
BRK.B
0.18%
CL B NEW
ALGN
0.17%
COM
XMLV
0.17%
S&P MIDCP LOW
SNY
0.17%
SPONSORED ADR
VTI
0.16%
TOTAL STK MKT
MS
0.16%
COM NEW
CL
0.16%
COM
IJT
0.15%
SP SMCP600GR ETF
EEM
0.14%
MSCI EMG MKT ETF
VYM
0.14%
HIGH DIV YLD
XXII
0.13%
COM
IBB
0.13%
NASDQ BIOTEC ETF
FLRN
0.13%
INV GRD FLT RT
AMLP
0.12%
ALERIAN MLP
IJS
0.12%
SP SMCP600VL ETF
VFC
0.12%
COM
IWF
0.11%
RUS 1000 GRW ETF
CLX
0.11%
COM
CIU
0.11%
INTERM CR BD ETF
SU
0.11%
COM
GS
0.11%
COM
SRLN
0.11%
BLKSTN GSOSRLN
CAT
0.11%
COM
AFL
0.1%
COM
PKW
0.1%
BUYBACK ACHIEV
GLW
0.1%
COM
HBC
0.1%
SPON ADR NEW
RDS/B
0.1%
SPON ADR B
GOOGL
0.09%
CAP STK CL A
TOT
0.09%
SPONSORED ADR
FDX
0.09%
COM
UNP
0.09%
COM
AIG
0.09%
COM NEW
USB
0.09%
COM NEW
WMT
0.09%
COM
VXUS
0.08%
VG TL INTL STK F
EEMV
0.08%
EM MK MINVOL ETF
DEM
0.08%
EMERG MKTS ETF
IWD
0.08%
RUS 1000 VAL ETF
ALL
0.08%
COM
KHC
0.08%
COM
NSC
0.08%
COM
BND
0.08%
TOTAL BND MRKT
XLNX
0.08%
COM
ZMH
0.08%
COM
BK
0.08%
COM
XLK
0.08%
TECHNOLOGY
ITA
0.08%
U.S. AER&DEF ETF
VOO
0.07%
SHS
RTN
0.07%
COM NEW
WY
0.07%
COM
IWS
0.07%
RUS MDCP VAL ETF
CSX
0.07%
COM
YUM
0.06%
COM
PUK
0.06%
ADR
AGG
0.06%
CORE TOTUSBD ETF
WEC
0.06%
COM
APC
0.06%
COM
IBDK
0.06%
IBND DEC19 ETF
XLU
0.06%
SBI INT-UTILS
HSY
0.06%
COM
GVI
0.06%
INTRM GOV/CR ETF
IWB
0.06%
RUS 1000 ETF
SHY
0.06%
1-3 YR TR BD ETF
ERIE
0.06%
CL A
SYK
0.06%
COM
TGT
0.06%
COM
AZN
0.06%
SPONSORED ADR
ED
0.05%
COM
BSJL
0.05%
BULSHS 2021 HY
MOG/A
0.05%
CL A
APD
0.05%
COM
IBDL
0.05%
DEC 2020 CORP
SYY
0.05%
COM
DLN
0.05%
LARGECAP DIVID
SMLV
0.05%
RUSS2000 LOVOL
SIZE
0.05%
MSCI USASZEFCT
QDEF
0.05%
QLT DIV DEF IDX
GSK
0.05%
SPONSORED ADR
DGX
0.05%
COM
NVS
0.05%
SPONSORED ADR
USCI
0.05%
COMM IDX FND
SJM
0.05%
COM NEW
XLF
0.05%
SBI INT-FINL
ECL
0.05%
COM
AVY
0.05%
COM
BIV
0.05%
INTERMED TERM
XSLV
0.05%
S&P SMLCP LOW
RDS/A
0.05%
SPONS ADR A
RIO
0.05%
SPONSORED ADR
TDTT
0.04%
IBOXX 3R TARGT
COP
0.04%
COM
BRK.A
0.04%
CL A
BIIB
0.04%
COM
GIS
0.04%
COM
VFH
0.04%
FINANCIALS ETF
MCK
0.04%
COM
PYPL
0.04%
COM
AMT
0.04%
COM
PEG
0.04%
COM
UNH
0.04%
COM
MA
0.04%
CL A
TRV
0.04%
COM
VGT
0.04%
INF TECH ETF
VDE
0.04%
ENERGY ETF
FB
0.04%
CL A
PLD
0.04%
COM
CI
0.04%
COM
MU
0.04%
COM
BR
0.04%
COM
VHT
0.04%
HEALTH CAR ETF
APA
0.04%
COM
MFNC
0.04%
COM
VUG
0.04%
GROWTH ETF
EXC
0.04%
COM
BSV
0.04%
SHORT TRM BOND
UN
0.04%
N Y SHS NEW
WBA
0.04%
COM
NEE
0.04%
COM
IFF
0.04%
COM
TMO
0.04%
COM
VMBS
0.04%
MORTG-BACK SEC
SPLV
0.04%
S&P500 LOW VOL
CB
0.03%
COM
VOE
0.03%
MCAP VL IDXVIP
ENB
0.03%
COM
IR
0.03%
SHS
PLBC
0.03%
COM
WCG
0.03%
COM
NWBI
0.03%
COM
CHD
0.03%
COM
PM
0.03%
COM
CAG
0.03%
COM
LW
0.03%
COM
DHR
0.03%
COM
VNQ
0.03%
REIT ETF
VEA
0.03%
FTSE DEV MKT ETF
IEMG
0.03%
CORE MSCI EMKT
GQRE
0.03%
GLB QLT R/E IDX
TMUS
0.03%
COM
MO
0.03%
COM
RWO
0.03%
DJ GLB RL ES ETF
DTH
0.03%
DEFA EQT INC ETF
F
0.03%
COM PAR $0.01
AMPE
0.02%
COM
CARA
0.02%
COM
TAYD
0.02%
COM
RAND
0.01%
COM
COTY
0.01%
COM CL A
NE
0.01%
SHS USD
CHK
0.01%
COM
SWN
0.01%
COM
ZNGA
0.01%
CL A
BSCI
0.65%
BULSHS2018 COR
PX
0.52%
COM
BSJI
0.37%
BULSHS 2018 HY
FBHS
0.21%
COM
ESRX
0.07%
COM
HYND
0.06%
BOFA MERLYN NG
CFT
0.05%
CREDIT BD ETF
IBDH
0.05%
DEC 18 CP TERM
KEY
0.05%
COM
AET
0.04%
COM
DXC
0.04%
COM
DB
0.04%
NAMEN AKT
FFIV
0.03%
COM
NFLX
0.03%
COM
IYW
0.03%
U.S. TECH ETF
WM
0.03%
COM
LQD
0.03%
IBOXX INV CP ETF
ADBE
0.03%
COM
AMP
0.03%
COM
DAL
0.03%
COM NEW
VNO
0.03%
SH BEN INT
QCOM
0.03%
COM
CDW
0.03%
COM
ITW
0.03%
COM
NTAP
0.03%
COM
VV
0.03%
LARGE CAP ETF
BAX
0.03%
COM
SMEZ
0.03%
EUR STOXX SMCP
PNC
0.03%
COM
CNI
0.03%
COM
MCHP
0.03%
COM
SPYG
0.03%
S&P 500 GROWTH
TSM
0.03%
SPONSORED ADR
EXT
0.03%
TTL EARNING FD
RWR
0.03%
DJ REIT ETF
CPB
0.03%
COM
TUP
0.03%
COM
CELG
0.03%
COM
DOL
0.03%
INTL LRGCAP DV
STWD
0.02%
COM
VIS
0.02%
INDUSTRIAL ETF
XLV
0.02%
SBI HEALTHCARE
NYCB
0.02%
COM
EEP
0.02%
COM
JCP
< 0.01%
COM