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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 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IAU ISHARES GOLD TR Financial Services 118,050.0 $10.4M 0.55% -4K -2.9% $88.16 -7.6%
22 SPY STATE STR SPDR S&P 500 ETF T Financial Services 15,931.0 $10.4M 0.55% -157.0 -1.0% $650.33 +15.4%
23 GOOGL ALPHABET INC Communication Services 35,921.0 $10.3M 0.55% -2K -5.2% $287.56 +29.8%
24 GS GOLDMAN SACHS GROUP INC Financial Services 11,742.0 $9.9M 0.53% -703.0 -5.7% $845.99 +28.9%
25 SNPS SYNOPSYS INC Technology 24,098.0 $9.6M 0.51% -1K -5.7% $396.48 +13.1%
26 VCIT VANGUARD SCOTTSDALE FDS 102,008.0 $8.4M 0.45% -9K -7.9% $82.75 -0.2%
27 VYM VANGUARD WHITEHALL FDS 55,527.0 $8.2M 0.43% -5K -7.6% $148.10 +8.3%
28 URI UNITED RENTALS INC Industrials 10,089.0 $7.4M 0.39% -587.0 -5.5% $728.59 +48.8%
29 ISRG INTUITIVE SURGICAL INC Healthcare 15,941.0 $7.3M 0.39% -1K -6.0% $460.98 -9.5%
30 ABBV ABBVIE INC Healthcare 33,729.0 $7.3M 0.39% -2K -5.9% $217.49 +2.3%
31 IEMG ISHARES INC 103,770.0 $7.2M 0.38% -3K -2.8% $69.75 +19.2%
32 LOW LOWES COS INC Consumer Cyclical 30,631.0 $7.2M 0.38% -2K -6.2% $236.28 -5.2%
33 AJG GALLAGHER ARTHUR J & CO Financial Services 31,251.0 $6.8M 0.36% -1K -4.4% $216.58 -0.3%
34 XOM EXXON MOBIL CORP Energy 39,429.0 $6.7M 0.35% -12K -23.3% $169.66 -16.9%
35 VCSH VANGUARD SCOTTSDALE FDS 81,966.0 $6.5M 0.34% -14K -14.3% $79.27 -0.3%
36 VOO VANGUARD INDEX FDS 10,255.0 $6.1M 0.32% -449.0 -4.2% $597.56 +15.5%
37 SNA SNAP ON INC Industrials 16,560.0 $6.0M 0.32% -722.0 -4.2% $363.22 +7.2%
38 NUE NUCOR CORP Basic Materials 32,924.0 $5.6M 0.29% -1K -3.3% $169.10 +53.2%
39 NEE NEXTERA ENERGY INC Utilities 58,376.0 $5.4M 0.29% -3K -4.3% $92.88 -7.2%
40 AVGO BROADCOM INC Technology 17,330.0 $5.4M 0.28% -684.0 -3.8% $309.50 +21.7%
Page 2 of 6  ·  112 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%