Sigma Investment Counselors
Latest statistics and disclosures from Sigma Investment Counselors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, VEA, IJH, IJR, VTV, and represent 40.92% of Sigma Investment Counselors's stock portfolio.
- Added to shares of these 10 stocks: RSP (+$20M), VTV (+$15M), KLAC (+$8.5M), IBDZ (+$5.8M), IWF, IBDY, IBDX, IBDW, IBDT, GE.
- Started 30 new stock positions in AMD, EMR, ADP, MCD, CSX, KMB, C, MO, MMM, ITW.
- Reduced shares in these 10 stocks: IVV (-$43M), IJH, NVDA, AAPL, IJR, IWR, AMZN, SNPS, META, CAT.
- Sold out of its positions in T, LNT, Honeywell International, HDV, PAYX, ACN.
- Sigma Investment Counselors was a net seller of stock by $-16M.
- Sigma Investment Counselors has $2.1B in assets under management (AUM), dropping by 8.40%.
- Central Index Key (CIK): 0001085163
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Portfolio Holdings for Sigma Investment Counselors
Sigma Investment Counselors holds 218 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 19.3 | $397M | -9% | 530k | 748.89 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 7.8 | $160M | 2.2M | 71.25 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 7.1 | $146M | -3% | 1.9M | 77.11 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 3.9 | $80M | -3% | 539k | 148.31 |
|
| Vanguard Index Fds Value Etf (VTV) | 2.7 | $56M | +37% | 259k | 217.93 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.4 | $49M | 813k | 59.69 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.2 | $45M | +78% | 209k | 212.77 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 2.1 | $43M | +2% | 417k | 102.16 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 2.1 | $42M | 104k | 409.50 |
|
|
| Spdr Series Trust St Term High Etf (SJNK) | 2.1 | $42M | 1.7M | 25.03 |
|
|
| Ishares Tr Ibonds Dec 2032 (IBDX) | 1.9 | $40M | +4% | 1.6M | 25.19 |
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 1.9 | $40M | +4% | 1.9M | 20.84 |
|
| Ishares Tr Ibonds Dec 2033 (IBDY) | 1.9 | $38M | +6% | 1.5M | 25.75 |
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 1.8 | $36M | 1.7M | 21.80 |
|
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 1.8 | $36M | 1.6M | 23.16 |
|
|
| Ishares Tr Ibonds Dec 2034 (IBDZ) | 1.7 | $34M | +20% | 1.3M | 26.05 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 1.6 | $34M | +4% | 1.3M | 25.25 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 1.6 | $32M | +2% | 1.3M | 24.22 |
|
| Apple (AAPL) | 1.4 | $29M | -8% | 100k | 289.36 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 1.4 | $28M | 1.1M | 24.23 |
|
|
| NVIDIA Corporation (NVDA) | 1.3 | $27M | -9% | 135k | 200.09 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 1.3 | $27M | -6% | 242k | 110.32 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.1 | $23M | -5% | 237k | 96.58 |
|
| Caterpillar (CAT) | 1.0 | $20M | -6% | 19k | 1064.88 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $19M | 25k | 736.39 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $19M | -2% | 50k | 370.04 |
|
| Microsoft Corporation (MSFT) | 0.9 | $18M | -5% | 48k | 373.02 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.8 | $17M | -6% | 55k | 300.45 |
|
| Amazon (AMZN) | 0.8 | $17M | -10% | 70k | 238.34 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $15M | -7% | 46k | 327.33 |
|
| Ares Capital Corporation (ARCC) | 0.7 | $15M | -3% | 781k | 18.53 |
|
| Stryker Corporation (SYK) | 0.6 | $13M | 40k | 314.84 |
|
|
| Golub Capital BDC (GBDC) | 0.6 | $12M | 922k | 12.88 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $12M | -7% | 33k | 357.38 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.6 | $12M | -2% | 16k | 746.78 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $11M | -5% | 12k | 935.48 |
|
| United Rentals (URI) | 0.5 | $11M | -6% | 9.4k | 1132.95 |
|
| Goldman Sachs (GS) | 0.5 | $11M | -10% | 11k | 1011.32 |
|
| TJX Companies (TJX) | 0.5 | $10M | -9% | 66k | 151.50 |
|
| Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM) | 0.5 | $9.6M | -2% | 239k | 40.01 |
|
| Kla Corp Com New (KLAC) | 0.5 | $9.5M | +810% | 32k | 301.71 |
|
| Synopsys (SNPS) | 0.4 | $9.2M | -14% | 21k | 446.06 |
|
| Meta Platforms Cl A (META) | 0.4 | $9.2M | -13% | 16k | 563.30 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $8.7M | 55k | 158.03 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.4 | $8.6M | -3% | 114k | 75.51 |
|
| Ishares Core Msci Emkt (IEMG) | 0.4 | $8.2M | -4% | 99k | 82.84 |
|
| Abbvie (ABBV) | 0.4 | $7.9M | -7% | 31k | 251.64 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.4 | $7.7M | -8% | 93k | 82.65 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $7.0M | +2% | 9.2k | 763.12 |
|
| Arista Networks Com Shs (ANET) | 0.3 | $6.6M | -6% | 39k | 169.88 |
|
| Nucor Corporation (NUE) | 0.3 | $6.5M | -12% | 29k | 222.75 |
|
| Lowe's Companies (LOW) | 0.3 | $6.4M | -5% | 29k | 220.49 |
|
| United Parcel Svcs CL B (UPS) | 0.3 | $6.3M | 59k | 107.50 |
|
|
| Broadcom (AVGO) | 0.3 | $6.3M | -3% | 17k | 377.75 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $6.2M | -11% | 9.0k | 686.79 |
|
| Snap-on Incorporated (SNA) | 0.3 | $6.2M | -7% | 15k | 402.41 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.3 | $6.2M | -13% | 27k | 229.57 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $6.1M | -5% | 78k | 79.03 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $5.9M | -6% | 15k | 397.67 |
|
| Visa Com Cl A (V) | 0.3 | $5.6M | -2% | 16k | 343.09 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $5.2M | +289% | 42k | 124.17 |
|
| Coca-Cola Company (KO) | 0.2 | $5.1M | -2% | 63k | 81.27 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $5.1M | -6% | 37k | 136.72 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.2 | $5.0M | -7% | 26k | 190.52 |
|
| Nextera Energy (NEE) | 0.2 | $4.8M | -5% | 55k | 87.77 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $4.8M | 29k | 164.27 |
|
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $4.6M | 108k | 42.41 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $4.5M | -5% | 9.1k | 496.70 |
|
| TransDigm Group Incorporated (TDG) | 0.2 | $4.4M | -4% | 3.3k | 1332.20 |
|
| Danaher Corporation (DHR) | 0.2 | $4.4M | -12% | 23k | 190.48 |
|
| Procter & Gamble Company (PG) | 0.2 | $4.4M | -6% | 30k | 146.64 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $4.3M | 41k | 103.88 |
|
|
| UnitedHealth (UNH) | 0.2 | $4.3M | -14% | 10k | 415.63 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.2 | $4.1M | -6% | 78k | 53.11 |
|
| Eaton Corp SHS (ETN) | 0.2 | $3.9M | 9.1k | 426.13 |
|
|
| AmerisourceBergen (COR) | 0.2 | $3.8M | -9% | 13k | 282.97 |
|
| Prologis (PLD) | 0.2 | $3.5M | -8% | 26k | 135.47 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $3.4M | -2% | 117k | 29.43 |
|
| Servicenow (NOW) | 0.2 | $3.4M | 35k | 99.28 |
|
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.2 | $3.4M | 62k | 54.03 |
|
|
| Apollo Global Mgmt (APO) | 0.2 | $3.1M | +12% | 26k | 118.31 |
|
| SLB Com Stk (SLB) | 0.1 | $2.9M | 62k | 46.49 |
|
|
| Public Storage (PSA) | 0.1 | $2.8M | -7% | 8.8k | 318.32 |
|
| Kinder Morgan (KMI) | 0.1 | $2.8M | -3% | 88k | 31.97 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $2.8M | -4% | 26k | 109.43 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $2.7M | -2% | 12k | 227.06 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $2.7M | -7% | 7.6k | 353.34 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $2.5M | 23k | 106.47 |
|
|
| Tesla Motors (TSLA) | 0.1 | $2.3M | 5.4k | 420.59 |
|
|
| Lennox International (LII) | 0.1 | $2.2M | -11% | 3.9k | 572.95 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $2.2M | 76k | 28.96 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $2.2M | 4.4k | 500.41 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $2.1M | -16% | 8.1k | 253.96 |
|
| Progressive Corporation (PGR) | 0.1 | $2.0M | -5% | 9.2k | 218.46 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $1.9M | 21k | 89.01 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $1.8M | +415% | 4.8k | 373.74 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $1.6M | 1.3k | 1199.34 |
|
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.1 | $1.5M | -4% | 14k | 107.13 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.5M | +5% | 6.3k | 242.43 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.1 | $1.5M | -23% | 28k | 53.61 |
|
| Copart (CPRT) | 0.1 | $1.4M | -4% | 50k | 28.19 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $1.3M | 7.2k | 178.90 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.3M | +717% | 11k | 119.52 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.2M | 8.8k | 137.53 |
|
|
| Micron Technology (MU) | 0.1 | $1.2M | 1.0k | 1154.55 |
|
|
| Home Depot (HD) | 0.1 | $1.2M | +11% | 3.4k | 352.70 |
|
| Deckers Outdoor Corporation (DECK) | 0.1 | $1.2M | -2% | 12k | 99.29 |
|
| Intel Corporation (INTC) | 0.1 | $1.2M | +73% | 8.5k | 139.63 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.1M | +20% | 7.4k | 146.55 |
|
| DTE Energy Company (DTE) | 0.1 | $1.1M | -3% | 7.1k | 152.37 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $1.0M | 10k | 102.81 |
|
|
| Xpo Logistics Inc equity (XPO) | 0.0 | $929k | -27% | 4.5k | 205.29 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $889k | -3% | 24k | 36.87 |
|
| American Express Company (AXP) | 0.0 | $885k | -22% | 2.6k | 338.25 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $858k | 31k | 27.70 |
|
|
| Merck & Co (MRK) | 0.0 | $814k | +29% | 6.3k | 128.51 |
|
| Lincoln Electric Holdings (LECO) | 0.0 | $797k | 3.0k | 265.51 |
|
|
| Chevron Corporation (CVX) | 0.0 | $794k | -5% | 4.8k | 165.75 |
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| Timothy Plan Us Lrgmd Cp Core (TPLC) | 0.0 | $767k | 15k | 50.35 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $752k | +142% | 8.1k | 92.28 |
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| Bank of America Corporation (BAC) | 0.0 | $688k | +5% | 12k | 56.98 |
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.0 | $657k | -20% | 3.5k | 185.23 |
|
| Cisco Systems (CSCO) | 0.0 | $643k | +17% | 5.5k | 117.46 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $627k | -6% | 17k | 36.13 |
|
| Philip Morris International (PM) | 0.0 | $618k | +7% | 3.4k | 180.89 |
|
| Advanced Micro Devices (AMD) | 0.0 | $585k | NEW | 1.0k | 580.74 |
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| Amgen (AMGN) | 0.0 | $578k | NEW | 1.6k | 362.08 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $569k | 11k | 50.58 |
|
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $560k | 18k | 31.71 |
|
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| Entergy Corporation (ETR) | 0.0 | $541k | 4.7k | 114.85 |
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| Ishares Tr Select Us Reit (ICF) | 0.0 | $528k | 7.8k | 67.63 |
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| Pepsi (PEP) | 0.0 | $522k | +22% | 3.9k | 135.41 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $522k | +317% | 6.5k | 80.57 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $514k | 3.5k | 147.73 |
|
|
| Spdr Series Trust St Str Sp Semi (XSD) | 0.0 | $509k | 817.00 | 623.43 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $508k | NEW | 2.3k | 223.95 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $506k | 1.4k | 365.70 |
|
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $495k | 704.00 | 703.34 |
|
|
| Citigroup Com New (C) | 0.0 | $495k | NEW | 3.5k | 139.95 |
|
| Southern Company (SO) | 0.0 | $491k | +6% | 5.1k | 95.70 |
|
| Dt Midstream Common Stock (DTM) | 0.0 | $485k | 3.3k | 146.75 |
|
|
| Invesco Exch Trd Slf Idx Bul 2033 Cor Etf (BSCX) | 0.0 | $444k | 21k | 21.05 |
|
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| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $439k | 8.0k | 54.69 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $438k | 683.00 | 641.17 |
|
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| Wal-Mart Stores (WMT) | 0.0 | $437k | +14% | 3.9k | 113.25 |
|
| Deere & Company (DE) | 0.0 | $431k | 680.00 | 634.36 |
|
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $426k | 1.2k | 368.38 |
|
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| Marathon Petroleum Corp (MPC) | 0.0 | $416k | 1.6k | 255.60 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $416k | +492% | 4.8k | 86.14 |
|
| 3M Company (MMM) | 0.0 | $412k | NEW | 2.5k | 161.89 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $397k | +13% | 3.7k | 107.63 |
|
| Ge Vernova (GEV) | 0.0 | $390k | 332.00 | 1175.70 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $387k | 1.6k | 246.21 |
|
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $384k | 20k | 19.52 |
|
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $382k | NEW | 800.00 | 477.51 |
|
| Ishares Tr Ibonds Dec 2031 (IBMT) | 0.0 | $378k | 15k | 25.80 |
|
|
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.0 | $375k | -2% | 23k | 16.64 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $366k | -19% | 712.00 | 513.32 |
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| Gra (GGG) | 0.0 | $364k | 4.8k | 75.61 |
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| Roper Industries (ROP) | 0.0 | $364k | -68% | 1.1k | 338.40 |
|
| Norfolk Southern (NSC) | 0.0 | $362k | NEW | 1.2k | 314.60 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $362k | 5.3k | 68.41 |
|
|
| International Business Machines (IBM) | 0.0 | $361k | NEW | 1.3k | 281.21 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $358k | -7% | 702.00 | 509.55 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.0 | $355k | -4% | 18k | 19.61 |
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.0 | $352k | -5% | 2.2k | 158.63 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $347k | 3.0k | 117.50 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $347k | 880.00 | 393.96 |
|
|
| Walt Disney Company (DIS) | 0.0 | $345k | +19% | 3.6k | 96.26 |
|
| Illinois Tool Works (ITW) | 0.0 | $340k | NEW | 1.3k | 270.47 |
|
| Emerson Electric (EMR) | 0.0 | $327k | NEW | 2.3k | 143.15 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.0 | $323k | -3% | 16k | 20.36 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $323k | +12% | 2.6k | 126.58 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $308k | NEW | 3.0k | 103.47 |
|
| Boeing Company (BA) | 0.0 | $305k | +24% | 1.4k | 216.47 |
|
| BP Sponsored Adr (BP) | 0.0 | $304k | 8.2k | 36.95 |
|
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| Consolidated Edison (ED) | 0.0 | $299k | 2.7k | 110.64 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $298k | -22% | 2.5k | 117.65 |
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| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.0 | $297k | -3% | 16k | 18.58 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $287k | 7.9k | 36.26 |
|
|
| Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) | 0.0 | $286k | -3% | 17k | 16.39 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $284k | 928.00 | 306.30 |
|
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $284k | 1.7k | 164.64 |
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| Kroger (KR) | 0.0 | $283k | 5.1k | 55.53 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $283k | 1.8k | 156.30 |
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| Ecolab (ECL) | 0.0 | $280k | 1.0k | 278.61 |
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| Netflix (NFLX) | 0.0 | $280k | 3.9k | 71.40 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $278k | NEW | 931.00 | 298.07 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $271k | NEW | 277.00 | 978.81 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $269k | -15% | 1.1k | 252.23 |
|
| Abbott Laboratories (ABT) | 0.0 | $267k | NEW | 2.9k | 90.74 |
|
| McDonald's Corporation (MCD) | 0.0 | $257k | NEW | 951.00 | 270.31 |
|
| Palo Alto Networks (PANW) | 0.0 | $257k | NEW | 752.00 | 341.07 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $256k | -8% | 1.2k | 221.20 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $255k | 1.7k | 146.41 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $255k | NEW | 977.00 | 260.46 |
|
| Us Bancorp Com New (USB) | 0.0 | $254k | NEW | 4.2k | 60.40 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $253k | 2.8k | 91.68 |
|
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| Kimberly-Clark Corporation (KMB) | 0.0 | $243k | NEW | 2.2k | 109.77 |
|
| Corning Incorporated (GLW) | 0.0 | $241k | NEW | 944.00 | 255.45 |
|
| T Rowe Price Exchange-traded Cap Appreciation (TCAF) | 0.0 | $240k | NEW | 5.8k | 41.10 |
|
| Eagle Cap Growth (GRF) | 0.0 | $236k | 23k | 10.19 |
|
|
| CSX Corporation (CSX) | 0.0 | $230k | NEW | 4.8k | 47.53 |
|
| Rockwell Automation (ROK) | 0.0 | $228k | NEW | 461.00 | 495.11 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $227k | NEW | 612.00 | 370.59 |
|
| Altria (MO) | 0.0 | $224k | NEW | 3.1k | 71.95 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $224k | 1.1k | 197.60 |
|
|
| Spdr Series Trust St Str Sp Metal (XME) | 0.0 | $221k | 2.1k | 106.93 |
|
|
| Timothy Plan Intl Etf (TPIF) | 0.0 | $219k | 5.9k | 37.31 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $218k | NEW | 1.2k | 188.03 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $218k | NEW | 719.00 | 303.17 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $218k | -6% | 1.9k | 116.67 |
|
| Waste Management (WM) | 0.0 | $207k | 928.00 | 222.93 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $207k | NEW | 851.00 | 242.92 |
|
| Steris Shs Usd (STE) | 0.0 | $205k | 975.00 | 210.57 |
|
|
| Target Corporation (TGT) | 0.0 | $203k | NEW | 1.6k | 130.61 |
|
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.0 | $203k | NEW | 1.7k | 117.28 |
|
| Phillips 66 (PSX) | 0.0 | $202k | 1.2k | 169.07 |
|
Past Filings by Sigma Investment Counselors
SEC 13F filings are viewable for Sigma Investment Counselors going back to 2011
- Sigma Investment Counselors 2026 Q2 filed July 28, 2026
- Sigma Investment Counselors 2026 Q1 filed April 29, 2026
- Sigma Investment Counselors 2025 Q4 filed Feb. 3, 2026
- Sigma Investment Counselors 2025 Q3 filed Oct. 29, 2025
- Sigma Investment Counselors 2025 Q2 filed July 29, 2025
- Sigma Investment Counselors 2025 Q1 filed April 30, 2025
- Sigma Investment Counselors 2024 Q4 filed Feb. 4, 2025
- Sigma Investment Counselors 2024 Q3 filed Oct. 23, 2024
- Sigma Investment Counselors 2024 Q2 filed July 25, 2024
- Sigma Investment Counselors 2024 Q1 filed April 25, 2024
- Sigma Investment Counselors 2023 Q4 filed Jan. 22, 2024
- Sigma Investment Counselors 2023 Q3 filed Oct. 24, 2023
- 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