0001420506-23-000893.txt : 20230509 0001420506-23-000893.hdr.sgml : 20230509 20230509103941 ACCESSION NUMBER: 0001420506-23-000893 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230509 DATE AS OF CHANGE: 20230509 EFFECTIVENESS DATE: 20230509 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Coury Firm Asset Management LLC CENTRAL INDEX KEY: 0001921396 IRS NUMBER: 821932610 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22406 FILM NUMBER: 23900634 BUSINESS ADDRESS: STREET 1: 260 FORBES AVENUE STREET 2: SUITE 1600 CITY: PITTSBURGH STATE: PA ZIP: 15222 BUSINESS PHONE: 412-261-5744 MAIL ADDRESS: STREET 1: 260 FORBES AVENUE STREET 2: SUITE 1600 CITY: PITTSBURGH STATE: PA ZIP: 15222 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001921396 XXXXXXXX 03-31-2023 03-31-2023 false Coury Firm Asset Management LLC
260 FORBES AVENUE SUITE 1600 PITTSBURGH PA 15222
13F HOLDINGS REPORT 028-22406 N
Robertino Coury President 412-261-5744 Robertino Coury, President PITTSBURGH PA 05-09-2023 0 55 71156329 false
INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR COURY FIRM ASSET MANAGEMENT LLC (6082) 3M CO COM 88579Y101 314574 2993 SH SOLE 2993 0 0 ALBEMARLE CORP COM 012653101 280935 1271 SH SOLE 1271 0 0 ALPHABET INC CAP STK CL A 02079K305 624973 6025 SH SOLE 6025 0 0 AMPHENOL CORP NEW CL A 032095101 412179 5044 SH SOLE 5044 0 0 APPLE INC COM 037833100 1988591 12059 SH SOLE 12059 0 0 APPLIED MATLS INC COM 038222105 234519 1909 SH SOLE 1909 0 0 ARCH CAP GROUP LTD ORD G0450A105 447263 6590 SH SOLE 6590 0 0 AT&T INC COM 00206R102 210297 10925 SH SOLE 10925 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 312166 1011 SH SOLE 1011 0 0 BOEING CO COM 097023105 213521 1005 SH SOLE 1005 0 0 COSTCO WHSL CORP NEW COM 22160K105 209853 422 SH SOLE 422 0 0 EMCOR GROUP INC COM 29084Q100 345352 2124 SH SOLE 2124 0 0 EXXON MOBIL CORP COM 30231G102 354066 3229 SH SOLE 3229 0 0 FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 1047900 30000 SH SOLE 30000 0 0 FLEXSHARES TR HIG YLD VL ETF 33939L662 333131 5489 SH SOLE 5489 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 398947 2236 SH SOLE 2236 0 0 ISHARES TR CORE MSCI EAFE 46432F842 499306 7469 SH SOLE 7469 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 606669 108 SH SOLE 108 0 0 ISHARES TR MSCI EAFE ETF 464287465 14595108 204070 SH SOLE 204070 0 0 ISHARES TR MBS ETF 464288588 1355005 1257 SH SOLE 1257 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 769485 5616 SH SOLE 5616 0 0 ISHARES TR CORE S&P500 ETF 464287200 787902 1917 SH SOLE 1917 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 893540 5869 SH SOLE 5869 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 4260073 107959 SH SOLE 107959 0 0 ISHARES TR TRS FLT RT BD 46434V860 1853219 36632 SH SOLE 36632 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 1272644 436 SH SOLE 436 0 0 JPMORGAN CHASE & CO COM 46625H100 340623 2614 SH SOLE 2614 0 0 MCDONALDS CORP COM 580135101 654435 2341 SH SOLE 2341 0 0 META PLATFORMS INC CL A 30303M102 535784 2528 SH SOLE 2528 0 0 METHANEX CORP COM 59151K108 255915 5500 SH SOLE 5500 0 0 MICROSOFT CORP COM 594918104 2003800 6950 SH SOLE 6950 0 0 NEW YORK CMNTY BANCORP INC COM 649445103 904000 100000 SH SOLE 100000 0 0 OLD REP INTL CORP COM 680223104 1273470 51000 SH SOLE 51000 0 0 PEPSICO INC COM 713448108 238448 1308 SH SOLE 1308 0 0 PFIZER INC COM 717081103 321623 7883 SH SOLE 7883 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 386863 3950 SH SOLE 3950 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 706806 696 SH SOLE 696 0 0 SPDR GOLD TR GOLD SHS 78463V107 404733 2209 SH SOLE 2209 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 11126540 27178 SH SOLE 27178 0 0 SPDR SER TR S&P BK ETF 78464A797 301618 8136 SH SOLE 8136 0 0 SPDR SER TR PORTFOLIO SHORT 78464A474 4691259 151582 SH SOLE 151582 0 0 STEREOTAXIS INC COM NEW 85916J409 35904 17600 SH SOLE 17600 0 0 STEWART INFORMATION SVCS COR COM 860372101 403500 10000 SH SOLE 10000 0 0 UNITED BANKSHARES INC WEST V COM 909907107 1152166 32732 SH SOLE 32732 0 0 UNITEDHEALTH GROUP INC COM 91324P102 422102 893 SH SOLE 893 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 235417 1242 SH SOLE 1242 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4010727 10665 SH SOLE 10665 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 202665 961 SH SOLE 961 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3258009 80644 SH SOLE 80644 0 0 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 1088856 14532 SH SOLE 14532 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 357381 1918 SH SOLE 1918 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 314203 6956 SH SOLE 6956 0 0 WATSCO INC COM 942622200 307494 966 SH SOLE 966 0 0 WEX INC COM 96208T104 340197 1850 SH SOLE 1850 0 0 YUM BRANDS INC COM 988498101 260573 1973 SH SOLE 1973 0 0