Sigma Investment Counselors
Latest statistics and disclosures from Sigma Investment Counselors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IJH, VEA, IJR, STIP, and represent 41.72% of Sigma Investment Counselors's stock portfolio.
- Added to shares of these 10 stocks: PSA, IVV, IBDW, IBDV, IJH, VEA, IBDU, IJR, STIP, IBDT.
- Started 7 new stock positions in ADP, GRF, VUG, STE, PSA, SPGI, TTD.
- Reduced shares in these 10 stocks: Oak Street Health, VCSH, VNQ, SNPS, IBDO, GXO, IBDP, IWB, IWS, NVDA.
- Sold out of its positions in GXO, MPC, NKE, Oak Street Health, QCOM, VNQ, TEL.
- Sigma Investment Counselors was a net buyer of stock by $11M.
- Sigma Investment Counselors has $1.4B in assets under management (AUM), dropping by 5.67%.
- Central Index Key (CIK): 0001085163
Tip: Access up to 7 years of quarterly data
Positions held by Sigma Investment Counselors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Sigma Investment Counselors
Sigma Investment Counselors holds 190 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 21.2 | $288M | 646k | 445.71 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 7.5 | $102M | 390k | 261.48 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 6.0 | $82M | 1.8M | 46.18 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 4.3 | $58M | 587k | 99.65 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 2.8 | $38M | 388k | 97.60 |
|
|
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 2.6 | $36M | 1.5M | 24.70 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 2.1 | $28M | 115k | 243.74 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.0 | $27M | 670k | 40.68 |
|
|
| Apple (AAPL) | 1.9 | $26M | 134k | 193.97 |
|
|
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 1.8 | $25M | -2% | 1.0M | 24.62 |
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 1.7 | $24M | 971k | 24.38 |
|
|
| Ishares Tr Ibonds Dec23 Etf (IBDO) | 1.7 | $23M | -3% | 899k | 25.29 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 1.6 | $22M | 943k | 23.47 |
|
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 1.6 | $22M | 929k | 23.48 |
|
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 1.6 | $22M | +2% | 882k | 24.50 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.6 | $22M | 98k | 220.28 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 1.5 | $21M | +2% | 147k | 142.10 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 1.5 | $21M | 284k | 73.03 |
|
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 1.5 | $20M | +4% | 900k | 22.45 |
|
| Microsoft Corporation (MSFT) | 1.5 | $20M | 58k | 340.54 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.2 | $17M | 252k | 67.50 |
|
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 1.1 | $15M | +14% | 722k | 21.20 |
|
| Stryker Corporation (SYK) | 1.0 | $13M | 43k | 305.09 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.9 | $13M | 67k | 187.27 |
|
|
| Synopsys (SNPS) | 0.9 | $12M | -6% | 29k | 435.41 |
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.8 | $11M | +22% | 548k | 20.27 |
|
| United Parcel Service CL B (UPS) | 0.8 | $11M | 60k | 179.25 |
|
|
| Amazon (AMZN) | 0.8 | $11M | +2% | 81k | 130.36 |
|
| NVIDIA Corporation (NVDA) | 0.8 | $11M | -3% | 25k | 423.02 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.7 | $10M | -9% | 132k | 75.66 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $10M | 94k | 106.07 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.6 | $8.8M | -2% | 112k | 79.03 |
|
| Costco Wholesale Corporation (COST) | 0.6 | $8.5M | +2% | 16k | 538.37 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $8.4M | 58k | 145.44 |
|
|
| Lowe's Companies (LOW) | 0.6 | $7.9M | 35k | 225.70 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.6 | $7.8M | 214k | 36.39 |
|
|
| UnitedHealth (UNH) | 0.6 | $7.5M | 16k | 480.64 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $7.3M | -2% | 17k | 443.29 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.5 | $7.1M | 32k | 219.57 |
|
|
| Roper Industries (ROP) | 0.5 | $6.8M | 14k | 480.81 |
|
|
| TJX Companies (TJX) | 0.5 | $6.8M | 80k | 84.79 |
|
|
| Meta Platforms Cl A (META) | 0.5 | $6.7M | 23k | 286.98 |
|
|
| Danaher Corporation (DHR) | 0.5 | $6.6M | 27k | 240.00 |
|
|
| Caterpillar (CAT) | 0.5 | $6.6M | 27k | 246.05 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.5 | $6.2M | 18k | 341.94 |
|
|
| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.5 | $6.2M | 152k | 40.83 |
|
|
| Abbvie (ABBV) | 0.4 | $6.0M | +2% | 45k | 134.73 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $5.8M | +8% | 16k | 369.42 |
|
| Nucor Corporation (NUE) | 0.4 | $5.7M | 35k | 163.98 |
|
|
| United Rentals (URI) | 0.4 | $5.6M | +5% | 13k | 445.37 |
|
| Procter & Gamble Company (PG) | 0.4 | $5.1M | 34k | 151.74 |
|
|
| Snap-on Incorporated (SNA) | 0.4 | $5.1M | 18k | 288.19 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.4 | $5.1M | +2% | 103k | 49.29 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.3 | $4.5M | -2% | 108k | 41.45 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $4.4M | 37k | 119.70 |
|
|
| Bristol Myers Squibb (BMY) | 0.3 | $4.4M | 69k | 63.95 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $4.2M | 10k | 407.30 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $4.1M | -2% | 56k | 72.50 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $4.1M | +5% | 8.3k | 488.99 |
|
| Goldman Sachs (GS) | 0.3 | $4.0M | 13k | 322.53 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.3 | $3.9M | +2% | 48k | 81.17 |
|
| Coca-Cola Company (KO) | 0.3 | $3.8M | +3% | 64k | 60.22 |
|
| Prologis (PLD) | 0.3 | $3.8M | +2% | 31k | 122.63 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $3.4M | 12k | 275.18 |
|
|
| Gentex Corporation (GNTX) | 0.2 | $3.0M | +2% | 104k | 29.26 |
|
| Chevron Corporation (CVX) | 0.2 | $3.0M | +3% | 19k | 157.35 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $3.0M | 57k | 52.37 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $3.0M | +8% | 28k | 107.25 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $3.0M | 30k | 97.96 |
|
|
| AmerisourceBergen (ABC) | 0.2 | $2.9M | 15k | 192.43 |
|
|
| Boeing Company (BA) | 0.2 | $2.9M | 14k | 211.16 |
|
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.2 | $2.8M | 17k | 163.65 |
|
|
| Skyworks Solutions (SWKS) | 0.2 | $2.6M | 24k | 110.69 |
|
|
| Public Storage (PSA) | 0.2 | $2.6M | NEW | 8.8k | 291.88 |
|
| CVS Caremark Corporation (CVS) | 0.2 | $2.5M | +2% | 36k | 69.13 |
|
| Snowflake Cl A (SNOW) | 0.2 | $2.5M | +10% | 14k | 175.98 |
|
| Hormel Foods Corporation (HRL) | 0.2 | $2.2M | +2% | 56k | 40.22 |
|
| Global Payments (GPN) | 0.2 | $2.2M | +4% | 23k | 98.52 |
|
| Hp (HPQ) | 0.2 | $2.2M | -3% | 72k | 30.71 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $2.2M | +10% | 23k | 97.84 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $2.1M | 13k | 161.19 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $2.1M | +17% | 13k | 165.52 |
|
| Lennox International (LII) | 0.2 | $2.0M | -10% | 6.3k | 326.07 |
|
| Pioneer Natural Resources (PXD) | 0.1 | $2.0M | -12% | 9.7k | 207.18 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $2.0M | +4% | 157k | 12.54 |
|
| Kinder Morgan (KMI) | 0.1 | $2.0M | +5% | 113k | 17.22 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $1.8M | 30k | 61.12 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $1.8M | 34k | 51.70 |
|
|
| Tesla Motors (TSLA) | 0.1 | $1.7M | +7% | 6.7k | 261.77 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $1.6M | 9.4k | 173.87 |
|
|
| Zoominfo Technologies Common Stock (ZI) | 0.1 | $1.6M | +54% | 61k | 25.39 |
|
| Progressive Corporation (PGR) | 0.1 | $1.5M | -3% | 12k | 132.37 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.3M | 3.8k | 340.97 |
|
|
| Home Depot (HD) | 0.1 | $1.1M | +4% | 3.4k | 310.63 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.1M | 8.9k | 119.09 |
|
|
| Pepsi (PEP) | 0.1 | $1.0M | +30% | 5.6k | 185.22 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $1.0M | 31k | 33.71 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $1.0M | -2% | 2.2k | 468.98 |
|
| Ishares Tr Cohen Steer Reit (ICF) | 0.1 | $996k | -22% | 18k | 55.57 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $968k | 6.1k | 157.83 |
|
|
| Ishares Tr Ibonds Dec (IBMM) | 0.1 | $951k | 37k | 25.76 |
|
|
| DTE Energy Company (DTE) | 0.1 | $932k | 8.5k | 110.02 |
|
|
| Ishares Tr Ibonds Dec2023 (IBML) | 0.1 | $931k | 37k | 25.49 |
|
|
| Merck & Co (MRK) | 0.1 | $923k | +16% | 8.0k | 115.39 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $908k | +7% | 7.5k | 120.97 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $888k | 13k | 71.03 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $839k | 24k | 35.65 |
|
|
| Xpo Logistics Inc equity (XPO) | 0.1 | $782k | 13k | 59.00 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $753k | 3.4k | 220.18 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $724k | 17k | 43.80 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $710k | -7% | 10k | 70.48 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $672k | 2.2k | 308.63 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $658k | +3% | 13k | 50.22 |
|
| Ishares Tr Ibonds Dec 25 (IBMN) | 0.0 | $619k | 24k | 26.34 |
|
|
| American Express Company (AXP) | 0.0 | $614k | 3.5k | 174.20 |
|
|
| Lincoln Electric Holdings (LECO) | 0.0 | $596k | 3.0k | 198.63 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $593k | 8.1k | 72.93 |
|
|
| Pfizer (PFE) | 0.0 | $579k | -5% | 16k | 36.68 |
|
| Abbott Laboratories (ABT) | 0.0 | $578k | +47% | 5.3k | 109.03 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $569k | +9% | 5.6k | 100.79 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $538k | 2.7k | 198.91 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $537k | -8% | 5.0k | 107.62 |
|
| McDonald's Corporation (MCD) | 0.0 | $522k | +49% | 1.8k | 298.34 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $515k | 7.9k | 65.08 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $510k | 6.8k | 75.00 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $507k | -5% | 7.0k | 72.62 |
|
| Gra (GGG) | 0.0 | $493k | -15% | 5.7k | 86.35 |
|
| Timothy Plan Hig Dv Stk Etf (TPHD) | 0.0 | $485k | +4% | 15k | 31.50 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $476k | +4% | 4.4k | 107.13 |
|
| Ford Motor Company (F) | 0.0 | $457k | -12% | 30k | 15.13 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $449k | 11k | 41.55 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $447k | 1.3k | 351.91 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $430k | 4.1k | 104.04 |
|
|
| Walt Disney Company (DIS) | 0.0 | $430k | -10% | 4.8k | 89.28 |
|
| O'reilly Automotive (ORLY) | 0.0 | $425k | 445.00 | 955.30 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $410k | -5% | 4.6k | 89.75 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $403k | -4% | 875.00 | 460.38 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $399k | 834.00 | 478.91 |
|
|
| Target Corporation (TGT) | 0.0 | $386k | -5% | 2.9k | 131.91 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $378k | 2.8k | 132.73 |
|
|
| Honeywell International (HON) | 0.0 | $373k | -16% | 1.8k | 207.52 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $360k | +2% | 3.1k | 114.94 |
|
| Bank of America Corporation (BAC) | 0.0 | $355k | 12k | 28.69 |
|
|
| Southern Company (SO) | 0.0 | $354k | -10% | 5.0k | 70.26 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $350k | 1.5k | 229.71 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $347k | 8.8k | 39.56 |
|
|
| Paychex (PAYX) | 0.0 | $335k | +28% | 3.0k | 111.85 |
|
| Philip Morris International (PM) | 0.0 | $332k | 3.4k | 97.62 |
|
|
| Spdr Ser Tr S&p Metals Mng (XME) | 0.0 | $332k | 6.5k | 50.82 |
|
|
| Ishares Tr Ibonds Dec 26 (IBMO) | 0.0 | $324k | 13k | 25.18 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $322k | 1.6k | 201.10 |
|
|
| Visa Com Cl A (V) | 0.0 | $321k | 1.4k | 237.43 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $318k | 808.00 | 393.33 |
|
|
| Broadcom (AVGO) | 0.0 | $318k | +2% | 366.00 | 867.43 |
|
| Starbucks Corporation (SBUX) | 0.0 | $317k | -9% | 3.2k | 99.07 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $314k | +6% | 2.9k | 106.73 |
|
| Intel Corporation (INTC) | 0.0 | $309k | 9.2k | 33.44 |
|
|
| Rxo Common Stock (RXO) | 0.0 | $301k | 13k | 22.67 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $298k | -21% | 3.2k | 92.96 |
|
| BP Sponsored Adr (BP) | 0.0 | $294k | 8.3k | 35.29 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $284k | NEW | 1.3k | 219.79 |
|
| Deere & Company (DE) | 0.0 | $275k | 678.00 | 405.19 |
|
|
| Cisco Systems (CSCO) | 0.0 | $268k | -21% | 5.2k | 51.74 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $268k | 1.8k | 148.83 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $266k | -16% | 1.5k | 178.27 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $263k | -64% | 2.4k | 109.86 |
|
| Kroger (KR) | 0.0 | $263k | 5.6k | 47.00 |
|
|
| Waste Management (WM) | 0.0 | $254k | +2% | 1.5k | 173.45 |
|
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.0 | $251k | 2.3k | 107.32 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $249k | 1.8k | 138.06 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $247k | -4% | 10k | 24.63 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $246k | 2.2k | 113.30 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $246k | +6% | 2.6k | 95.09 |
|
| Nextera Energy (NEE) | 0.0 | $246k | -5% | 3.3k | 74.21 |
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $246k | NEW | 3.2k | 77.22 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $243k | 3.2k | 77.04 |
|
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $232k | 7.3k | 31.63 |
|
|
| Biogen Idec (BIIB) | 0.0 | $228k | 800.00 | 284.85 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $222k | 916.00 | 242.66 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $222k | 1.6k | 140.77 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $221k | NEW | 781.00 | 282.99 |
|
| Steris Shs Usd (STE) | 0.0 | $219k | NEW | 975.00 | 224.98 |
|
| Spdr Ser Tr S&p Semicndctr (XSD) | 0.0 | $219k | 990.00 | 221.29 |
|
|
| Consolidated Edison (ED) | 0.0 | $216k | 2.4k | 90.42 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $215k | 11k | 18.95 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $214k | -21% | 3.8k | 56.68 |
|
| salesforce (CRM) | 0.0 | $211k | -3% | 1.0k | 211.26 |
|
| S&p Global (SPGI) | 0.0 | $206k | NEW | 513.00 | 400.89 |
|
| Eagle Cap Growth (GRF) | 0.0 | $121k | NEW | 14k | 8.75 |
|
| Rockwell Med Com New (RMTI) | 0.0 | $71k | 13k | 5.46 |
|
Past Filings by Sigma Investment Counselors
SEC 13F filings are viewable for Sigma Investment Counselors going back to 2011
- Sigma Investment Counselors 2023 Q2 filed July 21, 2023
- Sigma Investment Counselors 2023 Q1 filed April 28, 2023
- Sigma Investment Counselors 2022 Q4 filed Jan. 27, 2023
- Sigma Investment Counselors 2022 Q3 filed Oct. 24, 2022
- Sigma Investment Counselors 2022 Q2 filed July 15, 2022
- Sigma Investment Counselors 2022 Q1 filed April 20, 2022
- Sigma Investment Counselors 2021 Q4 filed Feb. 8, 2022
- Sigma Investment Counselors 2021 Q3 filed Nov. 5, 2021
- Sigma Investment Counselors 2021 Q2 filed Aug. 4, 2021
- Sigma Investment Counselors 2021 Q1 filed April 30, 2021
- Sigma Investment Counselors 2020 Q4 filed Feb. 4, 2021
- Sigma Investment Counselors 2020 Q3 filed Oct. 20, 2020
- Sigma Investment Counselors 2020 Q2 filed July 31, 2020
- Sigma Investment Counselors 2020 Q1 filed April 22, 2020
- Sigma Investment Counselors 2019 Q4 filed Jan. 21, 2020
- Sigma Investment Counselors 2019 Q3 filed Oct. 18, 2019