§ 13F · FUND PROFILE
SIGMA INVESTMENT COUNSELORS INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1817.1T (13F)Positions · 196Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$24.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 603K | $412.7T | 21.0% | −8% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 2.22M | $138.8T | 7.0% | +17% |
| 3 | IJH | ISHARES TR | 2.04M | $134.3T | 6.8% | −1% |
| 4 | IJR | ISHARES TR | 576K | $69.2T | 3.5% | −1% |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | 810K | $43.5T | 2.2% | +16% |
| 6 | SJNK | SPDR SERIES TRUST | 1.63M | $41.3T | 2.1% | +3% |
| 7 | STIP | ISHARES TR | 400K | $41.0T | 2.1% | +2% |
| 8 | IWB | ISHARES TR | 109K | $40.5T | 2.1% | −1% |
| 9 | IBDW | ISHARES TR | 1.75M | $37.1T | 1.9% | +4% |
| 10 | IBDX | ISHARES TR | 1.45M | $36.9T | 1.9% | +5% |
§ 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 $1817141.2 trillion in assets. The fund runs a portfolio of 196 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed