§ 13F · FUND PROFILE
SIGMA INVESTMENT COUNSELORS INC.
AUM · $2.1B (13F)Positions · 218Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 530K | $397M | 19.3% | −10% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 2.25M | $160M | 7.8% | ±0% |
| 3 | IJH | ISHARES TR | 1.90M | $146M | 7.1% | −3% |
| 4 | IJR | ISHARES TR | 539K | $80M | 3.9% | −3% |
| 5 | VTV | VANGUARD INDEX FDS | 258K | $56M | 2.7% | +37% |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | 813K | $48M | 2.4% | −1% |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | 209K | $44M | 2.2% | +79% |
| 8 | STIP | ISHARES TR | 417K | $43M | 2.1% | +2% |
| 9 | IWB | ISHARES TR | 104K | $42M | 2.1% | −2% |
| 10 | SJNK | SPDR SERIES TRUST | 1.68M | $42M | 2.1% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SIGMA SIGNAL
AC read
SIGMA INVESTMENT COUNSELORS INC is a Other fund managing $2.1 billion in assets. The fund runs a broad portfolio of 218 positions.
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