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Portfolio (Quarterly) Guide ↗

Sigma Planning Corp

· CIK 0001449126
13F Portfolio $3.6B AUM 1,295 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 127 New 564 Added 476 Reduced 122 Exited
Page 2 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 RBRK RUBRIK INC. Technology 10,194 $838K 0.02% SOLD
22 INNOVATOR ETFS TRUST 26,007 $801K 0.02% SOLD
23 INNOVATOR ETFS TRUST 28,563 $794K 0.02% SOLD
24 RACE FERRARI N V Consumer Cyclical 1,629 $790K 0.02% SOLD
25 RL RALPH LAUREN CORP Consumer Cyclical 2,520 $790K 0.02% SOLD
26 INSTALLED BLDG PRODS INC 3,166 $781K 0.02% SOLD
27 NTES NETEASE INC Technology 5,011 $762K 0.02% SOLD
28 CVLT COMMVAULT SYS INC Technology 4,009 $757K 0.02% SOLD
29 FFIV F5 INC Technology 2,341 $757K 0.02% SOLD
30 MCHP MICROCHIP TECHNOLOGY INC. Technology 11,770 $756K 0.02% SOLD
31 PAGAYA TECHNOLOGIES LTD 25,450 $756K 0.02% SOLD
32 MWA MUELLER WTR PRODS INC Industrials 29,214 $746K 0.02% SOLD
33 FISV FISERV INC Technology 5,759 $742K 0.02% SOLD
34 DEO DIAGEO PLC Consumer Defensive 7,440 $710K 0.02% SOLD
35 LIFE360 INC 6,675 $710K 0.02% SOLD
36 LMND LEMONADE INC Financial Services 13,125 $703K 0.02% SOLD
37 GMAY FIRST TR EXCHNG TRADED FD VI 17,148 $694K 0.02% SOLD
38 LGOV FIRST TR EXCHANGE-TRADED FD 31,864 $693K 0.02% SOLD
39 PODD INSULET CORP Healthcare 2,212 $683K 0.02% SOLD
40 POOL POOL CORP Industrials 2,193 $680K 0.02% SOLD
Page 2 of 7  ·  122 positions
Sector Allocation
Technology 33.7%
Financial Services 21.0%
Consumer Cyclical 9.2%
Communication Services 7.6%
Healthcare 7.5%
Industrials 7.2%
Consumer Defensive 4.5%
Energy 3.1%
Utilities 2.9%
Basic Materials 1.6%