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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 4 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 FIRST TR EXCHNG TRADED FD VI 15,156 $380K 0.01% SOLD
62 FIRST TR EXCHNG TRADED FD VI 16,629 $379K 0.01% SOLD
63 AMAT CALL APPLIED MATLS INC Technology 8,000 $375K 0.01% SOLD
64 YMAR FIRST TR EXCHNG TRADED FD VI 14,200 $373K 0.01% SOLD
65 DFLV DIMENSIONAL ETF TRUST 11,253 $370K 0.01% SOLD
66 ELF E L F BEAUTY INC Consumer Defensive 2,758 $365K 0.01% SOLD
67 AVUS AMERICAN CENTY ETF TR 3,209 $349K 0.01% SOLD
68 JCAP JEFFERSON CAPITAL INC Financial Services 20,000 $345K 0.01% SOLD
69 KRMN KARMAN HLDGS INC Industrials 4,223 $305K 0.01% SOLD
70 ISHARES TR 11,771 $270K 0.01% SOLD
71 QURE UNIQURE NV Healthcare 4,500 $263K 0.01% SOLD
72 EFAV ISHARES TR 3,075 $261K 0.01% SOLD
73 REGL PROSHARES TR 3,050 $260K 0.01% SOLD
74 VSS VANGUARD INTL EQUITY INDEX F 1,816 $259K 0.01% SOLD
75 FBT FIRST TR EXCHANGE-TRADED FD 1,424 $255K 0.01% SOLD
76 INNOVATOR ETFS TRUST 9,294 $254K 0.01% SOLD
77 SNPS SYNOPSYS INC Technology 514 $254K 0.01% SOLD
78 IBHF ISHARES TR 10,791 $252K 0.01% SOLD
79 MIRM MIRUM PHARMACEUTICALS INC Healthcare 3,400 $249K 0.01% SOLD
80 SE SEA LTD Consumer Cyclical 1,394 $249K 0.01% SOLD
Page 4 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%