SIGMA INVESTMENT COUNSELORS INC
CIK: 0001085163SEC EDGAR →
Portfolio Value
$2.0B
Holdings
202
As of
Q4 2025
New Positions
202
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 602,552 | $412.7M | 20.97% |
| 2 | VANGUARD TAX-MANAGED FDS | 2,221,205 | $138.8M | 7.05% |
| 3 | ISHARES TR | 2,035,302 | $134.3M | 6.82% |
| 4 | ISHARES TR | 576,056 | $69.2M | 3.52% |
| 5 | VANGUARD INTL EQUITY INDEX F | 809,639 | $43.5M | 2.21% |
| 6 | SPDR SERIES TRUST | 1,632,921 | $41.3M | 2.10% |
| 7 | ISHARES TR | 400,463 | $41.0M | 2.08% |
| 8 | ISHARES TR | 108,548 | $40.5M | 2.06% |
| 9 | ISHARES TR | 1,753,685 | $37.1M | 1.88% |
| 10 | ISHARES TR | 1,446,565 | $36.9M | 1.88% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (202)
$412.7M · 603K shares
$138.8M · 2.2M shares
$134.3M · 2.0M shares
$69.2M · 576K shares
$43.5M · 810K shares
$41.3M · 1.6M shares
$41.0M · 400K shares
$40.5M · 109K shares
$37.1M · 1.8M shares
$36.9M · 1.4M shares
$36.8M · 193K shares
$35.8M · 1.6M shares
$35.5M · 1.5M shares
$33.6M · 1.3M shares
$32.0M · 118K shares
$31.8M · 1.2M shares
$31.0M · 1.3M shares
$30.0M · 161K shares
$29.2M · 1.2M shares
$25.7M · 267K shares
$24.3M · 50K shares
$22.5M · 252K shares
$20.9M · 109K shares
$20.3M · 61K shares
$18.7M · 30K shares
$18.0M · 78K shares
$17.2M · 654K shares
$16.8M · 52K shares
$16.0M · 793K shares
$15.0M · 23K shares
$14.8M · 60K shares
$14.3M · 41K shares
$12.5M · 22K shares
$12.1M · 889K shares
$12.0M · 26K shares
$11.9M · 38K shares
$11.7M · 76K shares
$11.3M · 13K shares
$11.2M · 260K shares
$11.0M · 16K shares
$10.9M · 12K shares
$9.9M · 122K shares
$9.6M · 17K shares
$9.3M · 111K shares
$8.6M · 11K shares
$8.6M · 60K shares
$8.5M · 33K shares
$8.2M · 36K shares
$7.9M · 33K shares
$7.6M · 96K shares
$7.2M · 107K shares
$6.7M · 11K shares
$6.3M · 28K shares
$6.2M · 18K shares
$6.2M · 51K shares
$6.0M · 17K shares
$5.9M · 13K shares
$5.9M · 59K shares
$5.8M · 44K shares
$5.7M · 16K shares
$5.6M · 37K shares
$5.6M · 34K shares
$5.4M · 201K shares
$5.3M · 16K shares
$5.1M · 11K shares
$4.9M · 61K shares
$4.8M · 4K shares
$4.8M · 111K shares
$4.7M · 68K shares
$4.7M · 32K shares
$4.6M · 4K shares
$4.5M · 10K shares
$4.5M · 47K shares
$4.3M · 13K shares
$4.3M · 30K shares
$4.2M · 94K shares
$3.8M · 30K shares
$3.7M · 140K shares
$3.2M · 29K shares
$3.1M · 20K shares
$3.1M · 10K shares
$3.0M · 65K shares
$2.8M · 8K shares
$2.8M · 19K shares
$2.7M · 97K shares
$2.6M · 10K shares
$2.6M · 12K shares
$2.6M · 8K shares
$2.4M · 64K shares
$2.4M · 5K shares
$2.4M · 5K shares
$2.4M · 10K shares
$2.3M · 60K shares
$2.1M · 4K shares
$2.0M · 10K shares
$1.9M · 23K shares
$1.9M · 18K shares
$1.8M · 16K shares
$1.7M · 32K shares
$1.5M · 1K shares
$1.4M · 14K shares
$1.3M · 55K shares
$1.3M · 2K shares
$1.3M · 7K shares
$1.3M · 6K shares
$1.2M · 3K shares
$1.2M · 41K shares
$1.2M · 6K shares
$1.0M · 3K shares
$996K · 35K shares
$988K · 8K shares
$960K · 8K shares
$931K · 10K shares
$902K · 2K shares
$850K · 6K shares
$778K · 5K shares
$718K · 3K shares
$672K · 15K shares
$660K · 12K shares
$658K · 6K shares
$622K · 10K shares
$617K · 12K shares
$594K · 8K shares
$588K · 4K shares
$579K · 3K shares
$567K · 4K shares
$549K · 3K shares
$546K · 4K shares
$541K · 2K shares
$530K · 19K shares
$525K · 2K shares
$517K · 907 shares
$516K · 5K shares
$509K · 3K shares
$474K · 4K shares
$464K · 5K shares
$462K · 6K shares
$461K · 2K shares
$458K · 3K shares
$453K · 3K shares
$452K · 21K shares
$444K · 5K shares
$438K · 1K shares
$435K · 5K shares
$426K · 4K shares
$424K · 704 shares
$420K · 5K shares
$413K · 24K shares
$405K · 3K shares
$395K · 20K shares
$394K · 1K shares
$375K · 19K shares
$366K · 757 shares
$360K · 5K shares
$360K · 18K shares
$349K · 11K shares
$345K · 3K shares
$336K · 3K shares
$334K · 13K shares
$334K · 8K shares
$318K · 1K shares
$316K · 680 shares
$312K · 5K shares
$312K · 17K shares
$311K · 6K shares
$301K · 1K shares
$301K · 2K shares
$301K · 18K shares
$295K · 3K shares
$292K · 2K shares
$290K · 943 shares
$288K · 2K shares
$285K · 8K shares
$284K · 880 shares
$277K · 1K shares
$267K · 3K shares
$266K · 2K shares
$264K · 2K shares
$263K · 1K shares
$259K · 807 shares
$259K · 928 shares
$256K · 967 shares
$255K · 10K shares
$253K · 856 shares
$252K · 1K shares
$250K · 833 shares
$247K · 975 shares
$244K · 1K shares
$243K · 2K shares
$239K · 272 shares
$238K · 2K shares
$237K · 2K shares
$232K · 22K shares
$232K · 4K shares
$217K · 3K shares
$216K · 332 shares
$211K · 2K shares
$209K · 2K shares
$208K · 2K shares
$203K · 928 shares
$201K · 6K shares
$201K · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 102 | $1.5B | 78.5% |
| Technology | 17 | $124.7M | 6.3% |
| Unknown | 11 | $60.3M | 3.1% |
| Industrials | 21 | $52.7M | 2.7% |
| Healthcare | 11 | $51.7M | 2.6% |
| Consumer Cyclical | 7 | $47.7M | 2.4% |
| Communication Services | 6 | $30.6M | 1.6% |
| Consumer Defensive | 8 | $22.3M | 1.1% |
| Energy | 7 | $13.0M | 0.7% |
| Utilities | 8 | $7.7M | 0.4% |
| Real Estate | 2 | $6.4M | 0.3% |
| Basic Materials | 2 | $5.8M | 0.3% |