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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 6 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DECK DECKERS OUTDOOR CORP Consumer Cyclical 12,326.0 $1.2M 0.07% -1K -9.8% $100.09 +9.9%
102 ROP ROPER TECHNOLOGIES INC Industrials 3,442.0 $1.2M 0.06% -10K -74.2% $353.86 -5.1%
103 XPO XPO INC Industrials 6,259.0 $1.2M 0.06% $194.55 +6.0%
104 LLY ELI LILLY & CO Healthcare 1,315.0 $1.2M 0.06% -45.0 -3.3% $919.67 +21.4%
105 DTE DTE ENERGY CO Utilities 7,396.0 $1.1M 0.06% -268.0 -3.5% $146.22 +0.9%
106 CVX CHEVRON CORPORATION Energy 5,079.0 $1.1M 0.06% -31.0 -0.6% $206.88 -13.6%
107 AXP AMERICAN EXPRESS CO Financial Services 3,376.0 $1.0M 0.05% $302.48 +14.1%
108 HD HOME DEPOT INC Consumer Cyclical 3,057.0 $1.0M 0.05% +24.0 +0.8% $328.91 +2.5%
109 IVW ISHARES TR 8,843.0 $1.0M 0.05% +1K +13.5% $113.11 +21.4%
110 ESGD ISHARES TR 10,193.0 $975K 0.05% +400.0 +4.1% $95.62 +8.8%
111 ORCL ORACLE CORP Technology 6,155.0 $905K 0.05% +37.0 +0.6% $147.11 +28.4%
112 VGT VANGUARD WORLD FD 1,297.0 $905K 0.05% -441.0 -25.4% $697.88 -83.0%
113 SCHF SCHWAB STRATEGIC TR 31,504.0 $780K 0.04% -23K -42.6% $24.75 +14.6%
114 SCHM SCHWAB STRATEGIC TR 24,891.0 $771K 0.04% -16K -38.9% $30.96 +17.1%
115 LECO LINCOLN ELEC HLDGS INC Industrials 3,000.0 $747K 0.04% $249.08 +11.3%
116 XLI SELECT SECTOR SPDR TR 4,449.0 $720K 0.04% +928.0 +26.4% $161.73 +12.6%
117 TPLC TIMOTHY PLAN 15,145.0 $703K 0.04% +359.0 +2.4% $46.44 +7.7%
118 MRK MERCK & CO INC Healthcare 4,908.0 $590K 0.03% $120.30 -3.7%
119 VTEB VANGUARD MUN BD FDS 11,248.0 $561K 0.03% -1K -8.3% $49.89 +1.0%
120 BAC BANK AMERICA CORP Financial Services 11,449.0 $558K 0.03% -558.0 -4.7% $48.75 +17.6%
Page 6 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%