SIGMA INVESTMENT COUNSELORS INC

CIK 0001085163 · NORTHVILLE, MI · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source

SIGMA INVESTMENT COUNSELORS INC reported 218 positions worth $2.05B as of June 30, 2026 (13F filed July 28, 2026). Largest holding: IVV (19.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.05B
2026 Q2
Positions
218
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
51.6%
Est. Net Flow (Q)
2026 Q2
10 / 218 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVVISHARES TRSH$397.0M19.35%530,151
2VEAVANGUARD TAX-MANAGED FDSSH$160.1M7.80%2,246,838
3IJHISHARES TRSH$146.3M7.13%1,897,411
4IJRISHARES TRSH$79.9M3.89%538,823
5VTVVANGUARD INDEX FDSSH$56.3M2.75%258,496
6VWOVANGUARD INTL EQUITY INDEX FSH$48.5M2.36%812,502
7RSPINVESCO EXCHANGE TRADED FD TSH$44.5M2.17%209,070
8STIPISHARES TRSH$42.6M2.08%416,939
9IWBISHARES TRSH$42.4M2.07%103,531
10SJNKSPDR SERIES TRUSTSH$42.1M2.05%1,681,734

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does SIGMA INVESTMENT COUNSELORS INC hold as of Q2 2026?

SIGMA INVESTMENT COUNSELORS INC reported 218 positions worth $2.05B in its Q2 2026 13F filing. Largest positions: IVV (19.3%), VEA (7.8%), IJH (7.1%), IJR (3.9%) and VTV (2.7%).

What did SIGMA INVESTMENT COUNSELORS INC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did SIGMA INVESTMENT COUNSELORS INC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.