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Portfolio (Quarterly) Guide ↗

SIGMA INVESTMENT COUNSELORS INC

· CIK 0001085163
13F Portfolio $2.0B AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 202 New
Page 4 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ITOT ISHARES TR 37,492.0 $5.6M 0.28% NEW $148.69 +9.0%
62 NUE NUCOR CORP Basic Materials 34,057.0 $5.6M 0.28% NEW $163.11 +54.9%
63 SCHX SCHWAB STRATEGIC TR 200,548.0 $5.4M 0.27% NEW $26.91 +8.5%
64 CENCORA INC 15,626.0 $5.3M 0.27% NEW $337.74
65 IWF ISHARES TR 10,861.0 $5.1M 0.26% NEW $473.30 -74.3%
66 NEE NEXTERA ENERGY INC Utilities 60,975.0 $4.9M 0.25% NEW $80.28 +6.8%
67 TDG TRANSDIGM GROUP INC Industrials 3,610.0 $4.8M 0.24% NEW $1329.86 -1.0%
68 SHYG ISHARES TR 111,205.0 $4.8M 0.24% NEW $42.87 -1.3%
69 KO COCA COLA CO Consumer Defensive 67,561.0 $4.7M 0.24% NEW $69.91 +14.3%
70 PG PROCTER AND GAMBLE CO Consumer Defensive 32,471.0 $4.7M 0.24% NEW $143.31 +5.1%
71 KLAC KLA CORP Technology 3,777.0 $4.6M 0.23% NEW $1215.12 -80.4%
72 VRTX VERTEX PHARMACEUTICALS INC Healthcare 10,021.0 $4.5M 0.23% NEW $453.34 -0.0%
73 EFA ISHARES TR 47,116.0 $4.5M 0.23% NEW $96.03 +8.1%
74 UNH UNITEDHEALTH GROUP INC Healthcare 13,036.0 $4.3M 0.22% NEW $330.12 +21.0%
75 XLK SELECT SECTOR SPDR TR 29,521.0 $4.3M 0.22% NEW $143.97 +29.1%
76 XLE SELECT SECTOR SPDR TR 93,512.0 $4.2M 0.21% NEW $44.71 +22.3%
77 PLD PROLOGIS INC. Real Estate 29,644.0 $3.8M 0.19% NEW $127.66 +10.4%
78 SCHB SCHWAB STRATEGIC TR 140,158.0 $3.7M 0.19% NEW $26.23 +9.3%
79 TIP ISHARES TR 29,039.0 $3.2M 0.16% NEW $109.91 -0.8%
80 NOW SERVICENOW INC Technology 20,172.0 $3.1M 0.16% NEW $153.19 -37.7%
Page 4 of 11  ·  202 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 25.3%
Industrials 11.7%
Healthcare 10.5%
Consumer Cyclical 8.6%
Communication Services 6.2%
Consumer Defensive 4.6%
Energy 2.6%
Utilities 1.5%
Real Estate 1.3%