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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 5 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 KMI KINDER MORGAN INC DEL Energy 90,428.0 $3.0M 0.16% -7K -7.1% $33.53 -6.3%
82 PRF INVESCO EXCHANGE TRADED FD T 62,585.0 $3.0M 0.16% -2K -3.1% $47.53 +14.2%
83 TIP ISHARES TR 26,771.0 $3.0M 0.16% -2K -7.8% $110.36 -0.5%
84 IVE ISHARES TR 12,346.0 $2.6M 0.14% $211.15 +8.5%
85 PSA PUBLIC STORAGE OPER CO Real Estate 9,552.0 $2.6M 0.14% -590.0 -5.8% $270.88 +17.2%
86 APOS APOLLO GLOBAL MGMT INC Financial Services 23,200.0 $2.6M 0.14% +4K +21.4% $111.42 -77.0%
87 SUB ISHARES TR 23,286.0 $2.5M 0.13% +6K +33.0% $106.50 +0.0%
88 JNJ JOHNSON & JOHNSON Healthcare 9,777.0 $2.4M 0.13% $244.44 -5.3%
89 GOOG ALPHABET INC Communication Services 8,240.0 $2.4M 0.12% $286.87 +27.3%
90 BERKSHIRE HATHAWAY INC DEL 4,363.0 $2.1M 0.11% -426.0 -8.9% $479.21
91 LII LENNOX INTL INC Industrials 4,408.0 $2.0M 0.11% $464.13 +15.0%
92 TSLA TESLA INC Consumer Cyclical 5,427.0 $2.0M 0.11% $371.74 +8.1%
93 PGR PROGRESSIVE CORP Financial Services 9,718.0 $1.9M 0.10% -690.0 -6.6% $198.25 +3.3%
94 SCHB SCHWAB STRATEGIC TR 74,975.0 $1.9M 0.10% -65K -46.5% $25.10 +15.8%
95 XLF SELECT SECTOR SPDR TR 36,792.0 $1.8M 0.10% +5K +16.6% $49.37 +10.9%
96 IDEV ISHARES TR 21,359.0 $1.8M 0.09% -2K -7.7% $83.57 +8.3%
97 CPRT COPART INC Industrials 52,661.0 $1.7M 0.09% -7K -11.5% $33.20 -8.3%
98 XLC SELECT SECTOR SPDR TR 15,102.0 $1.7M 0.09% -562.0 -3.6% $110.86 -0.0%
99 RTX RTX CORPORATION Industrials 7,075.0 $1.4M 0.07% +60.0 +0.9% $192.90 -1.4%
100 IWD ISHARES TR 5,912.0 $1.3M 0.07% -45.0 -0.8% $213.67 +14.0%
Page 5 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%