SIGMA INVESTMENT COUNSELORS INC Q4 2025 Filing
Filed February 3, 2026
Portfolio Value
$2.0T
Holdings
202
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (202 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 602,552 | $412.7B | 20.97% | |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 2,221,205 | $138.8B | 7.05% | |
| 3 | IJHISHARES TR | 2,035,302 | $134.3B | 6.82% | |
| 4 | IJRISHARES TR | 576,056 | $69.2B | 3.52% | |
| 5 | VWOVANGUARD INTL EQUITY INDEX F | 809,639 | $43.5B | 2.21% | |
| 6 | SJNKSPDR SERIES TRUST | 1,632,921 | $41.3B | 2.10% | |
| 7 | STIPISHARES TR | 400,463 | $41.0B | 2.08% | |
| 8 | IWBISHARES TR | 108,548 | $40.5B | 2.06% | |
| 9 | IBDWISHARES TR | 1,753,685 | $37.1B | 1.88% | |
| 10 | IBDXISHARES TR | 1,446,565 | $36.9B | 1.88% | |
| 11 | VTVVANGUARD INDEX FDS | 192,923 | $36.8B | 1.87% | |
| 12 | IBDVISHARES TR | 1,624,318 | $35.8B | 1.82% | |
| 13 | IBDUISHARES TR | 1,514,732 | $35.5B | 1.80% | |
| 14 | IBDYISHARES TR | 1,286,574 | $33.6B | 1.71% | |
| 15 | AAPLAPPLE INC | 117,865 | $32.0B | 1.63% | |
| 16 | IBDTISHARES TR | 1,249,003 | $31.8B | 1.62% | |
| 17 | IBDSISHARES TR | 1,277,191 | $31.0B | 1.58% | |
| 18 | NVDANVIDIA CORPORATION | 160,833 | $30.0B | 1.52% | |
| 19 | IBDRISHARES TR | 1,204,934 | $29.2B | 1.48% | |
| 20 | IWRISHARES TR | 266,954 | $25.7B | 1.31% | |
| 21 | MSFTMICROSOFT CORP | 50,226 | $24.3B | 1.23% | |
| 22 | AQLTISHARES TR | 251,912 | $22.5B | 1.15% | |
| 23 | RSPINVESCO EXCHANGE TRADED FD T | 108,855 | $20.9B | 1.06% | |
| 24 | VTIVANGUARD INDEX FDS | 60,528 | $20.3B | 1.03% | |
| 25 | NDQINVESCO QQQ TR | 30,495 | $18.7B | 0.95% | |
| 26 | AMZNAMAZON COM INC | 77,775 | $18.0B | 0.91% | |
| 27 | IBDZISHARES TR | 653,888 | $17.2B | 0.88% | |
| 28 | JPMJPMORGAN CHASE & CO. | 52,101 | $16.8B | 0.85% | |
| 29 | ARCCARES CAPITAL CORP | 792,585 | $16.0B | 0.81% | |
| 30 | METAMETA PLATFORMS INC | 22,756 | $15.0B | 0.76% | |
| 31 | IWMISHARES TR | 60,285 | $14.8B | 0.75% | |
| 32 | SYKSTRYKER CORPORATION | 40,690 | $14.3B | 0.73% | |
| 33 | CATCATERPILLAR INC | 21,850 | $12.5B | 0.64% | |
| 34 | GBDCGOLUB CAP BDC INC | 889,184 | $12.1B | 0.61% | |
| 35 | SNPSSYNOPSYS INC | 25,540 | $12.0B | 0.61% | |
| 36 | GOOGLALPHABET INC | 37,889 | $11.9B | 0.60% | |
| 37 | TJXTJX COS INC NEW | 76,278 | $11.7B | 0.60% | |
| 38 | COSTCOSTCO WHSL CORP NEW | 13,075 | $11.3B | 0.57% | |
| 39 | IAUMISHARES GOLD TR | 260,137 | $11.2B | 0.57% | |
| 40 | SPYSPDR S&P 500 ETF TR | 16,088 | $11.0B | 0.56% | |
| 41 | GSGOLDMAN SACHS GROUP INC | 12,445 | $10.9B | 0.56% | |
| 42 | IAU*ISHARES GOLD TR | 121,576 | $9.9B | 0.50% | |
| 43 | ISRGINTUITIVE SURGICAL INC | 16,965 | $9.6B | 0.49% | |
| 44 | VCITVANGUARD SCOTTSDALE FDS | 110,734 | $9.3B | 0.47% | |
| 45 | URIUNITED RENTALS INC | 10,676 | $8.6B | 0.44% | |
| 46 | VYMVANGUARD WHITEHALL FDS | 60,078 | $8.6B | 0.44% | |
| 47 | AJGGALLAGHER ARTHUR J & CO | 32,681 | $8.5B | 0.43% | |
| 48 | ABBVABBVIE INC | 35,842 | $8.2B | 0.42% | |
| 49 | LOWLOWES COS INC | 32,665 | $7.9B | 0.40% | |
| 50 | VCSHVANGUARD SCOTTSDALE FDS | 95,664 | $7.6B | 0.39% | |
| 51 | IEMGISHARES INC | 106,750 | $7.2B | 0.36% | |
| 52 | VOOVANGUARD INDEX FDS | 10,704 | $6.7B | 0.34% | |
| 53 | DHRDANAHER CORPORATION | 27,505 | $6.3B | 0.32% | |
| 54 | AVGOBROADCOM INC | 18,014 | $6.2B | 0.32% | |
| 55 | XOMEXXON MOBIL CORP | 51,426 | $6.2B | 0.31% | |
| 56 | SNASNAP ON INC | 17,282 | $6.0B | 0.30% | |
| 57 | ROPROPER TECHNOLOGIES INC | 13,356 | $5.9B | 0.30% | |
| 58 | UPSUNITED PARCEL SERVICE INC | 59,258 | $5.9B | 0.30% | |
| 59 | ANETARISTA NETWORKS INC | 44,191 | $5.8B | 0.29% | |
| 60 | VVISA INC | 16,117 | $5.7B | 0.29% | |
| 61 | ITOTISHARES TR | 37,492 | $5.6B | 0.28% | |
| 62 | NUENUCOR CORP | 34,057 | $5.6B | 0.28% | |
| 63 | SCHXSCHWAB STRATEGIC TR | 200,548 | $5.4B | 0.27% | |
| 64 | ABGCENCORA INC | 15,626 | $5.3B | 0.27% | |
| 65 | IWFISHARES TR | 10,861 | $5.1B | 0.26% | |
| 66 | NEENEXTERA ENERGY INC | 60,975 | $4.9B | 0.25% | |
| 67 | T7DTRANSDIGM GROUP INC | 3,610 | $4.8B | 0.24% | |
| 68 | SHYGISHARES TR | 111,205 | $4.8B | 0.24% | |
| 69 | KOCOCA COLA CO | 67,561 | $4.7B | 0.24% | |
| 70 | PGPROCTER AND GAMBLE CO | 32,471 | $4.7B | 0.24% | |
| 71 | KLACKLA CORP | 3,777 | $4.6B | 0.23% | |
| 72 | VRTXVERTEX PHARMACEUTICALS INC | 10,021 | $4.5B | 0.23% | |
| 73 | EFAISHARES TR | 47,116 | $4.5B | 0.23% | |
| 74 | UNHUNITEDHEALTH GROUP INC | 13,036 | $4.3B | 0.22% | |
| 75 | XLKSELECT SECTOR SPDR TR | 29,521 | $4.3B | 0.22% | |
| 76 | XLESELECT SECTOR SPDR TR | 93,512 | $4.2B | 0.21% | |
| 77 | PLDPROLOGIS INC. | 29,644 | $3.8B | 0.19% | |
| 78 | SCHBSCHWAB STRATEGIC TR | 140,158 | $3.7B | 0.19% | |
| 79 | TIPISHARES TR | 29,039 | $3.2B | 0.16% | |
| 80 | NOWSERVICENOW INC | 20,172 | $3.1B | 0.16% | |
| 81 | ETNEATON CORP PLC | 9,697 | $3.1B | 0.16% | |
| 82 | PRFINVESCO EXCHANGE TRADED FD T | 64,585 | $3.0B | 0.15% | |
| 83 | ADBEADOBE INC | 7,920 | $2.8B | 0.14% | |
| 84 | APOAPOLLO GLOBAL MGMT INC | 19,102 | $2.8B | 0.14% | |
| 85 | KMIKINDER MORGAN INC DEL | 97,380 | $2.7B | 0.14% | |
| 86 | PSAPUBLIC STORAGE OPER CO | 10,142 | $2.6B | 0.13% | |
| 87 | IVEISHARES TR | 12,406 | $2.6B | 0.13% | |
| 88 | GOOGALPHABET INC | 8,260 | $2.6B | 0.13% | |
| 89 | SLBSLB LIMITED | 63,804 | $2.4B | 0.12% | |
| 90 | TSLATESLA INC | 5,436 | $2.4B | 0.12% | |
| 91 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,789 | $2.4B | 0.12% | |
| 92 | PGRPROGRESSIVE CORP | 10,408 | $2.4B | 0.12% | |
| 93 | CPRTCOPART INC | 59,503 | $2.3B | 0.12% | |
| 94 | LIILENNOX INTL INC | 4,408 | $2.1B | 0.11% | |
| 95 | JNJJOHNSON & JOHNSON | 9,788 | $2.0B | 0.10% | |
| 96 | IDEVISHARES TR | 23,131 | $1.9B | 0.10% | |
| 97 | SUBISHARES TR | 17,510 | $1.9B | 0.09% | |
| 98 | XLCSELECT SECTOR SPDR TR | 15,664 | $1.8B | 0.09% | |
| 99 | XLFSELECT SECTOR SPDR TR | 31,563 | $1.7B | 0.09% | |
| 100 | LLYELI LILLY & CO | 1,360 | $1.5B | 0.07% |
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