§ 13F · FUND PROFILE
SIGMA INVESTMENT COUNSELORS INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.9B (13F)Positions · 198Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 587K | $383M | 20.3% | −3% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 2.26M | $145M | 7.6% | +2% |
| 3 | IJH | ISHARES TR | 1.96M | $132M | 7.0% | −4% |
| 4 | IJR | ISHARES TR | 557K | $69M | 3.7% | −3% |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | 822K | $44M | 2.3% | +2% |
| 6 | STIP | ISHARES TR | 407K | $42M | 2.2% | +2% |
| 7 | SJNK | SPDR SERIES TRUST | 1.66M | $41M | 2.2% | +2% |
| 8 | IBDX | ISHARES TR | 1.51M | $38M | 2.0% | +5% |
| 9 | IBDW | ISHARES TR | 1.82M | $38M | 2.0% | +4% |
| 10 | IWB | ISHARES TR | 106K | $38M | 2.0% | −3% |
§ 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 $1.9 billion in assets. The fund runs a portfolio of 198 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed