Portfolio (Quarterly)
Guide ↗
SIGMA INVESTMENT COUNSELORS INC
· CIK 0001085163| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ADBE | ADOBE INC | Technology | 7,920 | $2.8M | 0.14% | SOLD |
| 2 | CRWV | COREWEAVE INC | Technology | 8,305 | $595K | 0.03% | SOLD |
| 3 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 1,240 | $319K | 0.02% | SOLD |
| 4 | IJT | ISHARES TR | — | 2,137 | $302K | 0.01% | SOLD |
| 5 | CRM | SALESFORCE INC | Technology | 967 | $256K | 0.01% | SOLD |
| 6 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 856 | $253K | 0.01% | SOLD |
| 7 | PH | PARKER-HANNIFIN CORP | Industrials | 272 | $239K | 0.01% | SOLD |
| 8 | ABT | ABBOTT LABS | Healthcare | 1,896 | $238K | 0.01% | SOLD |
| 9 | XLY | SELECT SECTOR SPDR TR | — | 1,770 | $211K | 0.01% | SOLD |
| 10 | C | CITIGROUP INC | Financial Services | 1,797 | $210K | 0.01% | SOLD |
| 11 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 2,070 | $209K | 0.01% | SOLD |
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%