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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 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWR ISHARES TR 260,044.0 $25.3M 1.34% -7K -2.6% $97.23 +10.6%
22 IEFA ISHARES TR 249,208.0 $22.6M 1.19% -3K -1.1% $90.53 +6.9%
23 RSP INVESCO EXCHANGE TRADED FD T 116,839.0 $22.4M 1.19% +8K +7.3% $191.92 +8.9%
24 MSFT MICROSOFT CORP Technology 50,742.0 $18.8M 0.99% +516.0 +1.0% $370.17 +2.4%
25 VTI VANGUARD INDEX FDS 51,744.0 $16.6M 0.88% -9K -14.5% $320.81 +14.1%
26 AMZN AMAZON COM INC Consumer Cyclical 77,411.0 $16.1M 0.85% $208.27 +14.0%
27 QQQ INVESCO QQQ TR Financial Services 25,445.0 $14.7M 0.78% -5K -16.6% $577.17 +25.2%
28 IWM ISHARES TR 59,038.0 $14.6M 0.77% -1K -2.1% $248.00 +16.9%
29 ARCC ARES CAPITAL CORP Financial Services 807,352.0 $14.5M 0.77% +15K +1.9% $18.02 +0.4%
30 JPM JPMORGAN CHASE & CO Financial Services 49,384.0 $14.5M 0.77% -3K -5.2% $294.16 +13.4%
31 CAT CATERPILLAR INC Industrials 19,856.0 $14.1M 0.74% -2K -9.1% $708.48 +35.0%
32 SYK STRYKER CORPORATION Healthcare 39,893.0 $13.1M 0.69% -797.0 -2.0% $328.59 -8.4%
33 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 12,449.0 $12.4M 0.66% -626.0 -4.8% $996.43 -3.1%
34 GBDC GOLUB CAP BDC INC Financial Services 936,373.0 $11.9M 0.63% +47K +5.3% $12.66 -2.4%
35 TJX TJX COS INC NEW Consumer Cyclical 72,959.0 $11.7M 0.62% -3K -4.3% $159.70 +2.8%
36 IAUM ISHARES GOLD TR Financial Services 244,500.0 $11.4M 0.60% -16K -6.0% $46.70 -9.6%
37 META META PLATFORMS INC Communication Services 18,828.0 $10.8M 0.57% -4K -17.3% $572.14 -0.8%
38 IAU ISHARES GOLD TR Financial Services 118,050.0 $10.4M 0.55% -4K -2.9% $88.16 -9.7%
39 SPY STATE STR SPDR S&P 500 ETF T Financial Services 15,931.0 $10.4M 0.55% -157.0 -1.0% $650.33 +13.9%
40 GOOGL ALPHABET INC Communication Services 35,921.0 $10.3M 0.55% -2K -5.2% $287.56 +26.5%
Page 2 of 10  ·  194 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%