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Portfolio (Quarterly) Guide ↗

SIGMA INVESTMENT COUNSELORS INC

· CIK 0001085163
13F Portfolio $1.9B AUM 194 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 33 Added 112 Reduced 11 Exited
Page 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLF SELECT SECTOR SPDR TR 36,792.0 $1.8M 0.10% +5K +16.6% $49.37 +10.1%
22 RTX RTX CORPORATION Industrials 7,075.0 $1.4M 0.07% +60.0 +0.9% $192.90 -3.2%
23 HD HOME DEPOT INC Consumer Cyclical 3,057.0 $1.0M 0.05% +24.0 +0.8% $328.91 +2.5%
24 IVW ISHARES TR 8,843.0 $1.0M 0.05% +1K +13.5% $113.11 +21.3%
25 ESGD ISHARES TR 10,193.0 $975K 0.05% +400.0 +4.1% $95.62 +7.6%
26 ORCL ORACLE CORP Technology 6,155.0 $905K 0.05% +37.0 +0.6% $147.11 +28.0%
27 XLI SELECT SECTOR SPDR TR 4,449.0 $720K 0.04% +928.0 +26.4% $161.73 +11.2%
28 TPLC TIMOTHY PLAN 15,145.0 $703K 0.04% +359.0 +2.4% $46.44 +7.4%
29 GLD SPDR GOLD TR Financial Services 1,166.0 $502K 0.03% +60.0 +5.4% $430.29 -7.6%
30 ISHARES TR 14,630.0 $376K 0.02% +5K +48.7% $25.67
31 KR KROGER CO Consumer Defensive 5,100.0 $369K 0.02% +100.0 +2.0% $72.36 -11.4%
32 ESGE ISHARES INC 7,874.0 $358K 0.02% +300.0 +4.0% $45.47 +21.2%
33 GRF EAGLE CAP GROWTH FD INC Financial Services 23,117.0 $233K 0.01% +1K +6.4% $10.10 -0.9%
Page 2 of 2  ·  33 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 26.5%
Technology 24.1%
Industrials 11.6%
Healthcare 10.1%
Consumer Cyclical 8.8%
Communication Services 5.5%
Consumer Defensive 5.4%
Energy 3.5%
Utilities 1.8%
Real Estate 1.4%