SIGMA INVESTMENT COUNSELORS INC
CIK 0001085163 · NORTHVILLE, MI · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source ↗
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
Top Holdings
IVV
ISHARES TR
19.3%
VEA
VANGUARD TAX-MANAGED FDS
7.8%
IJH
ISHARES TR
7.1%
IJR
ISHARES TR
3.9%
VTV
VANGUARD INDEX FDS
2.7%
VWO
VANGUARD INTL EQUITY INDEX F
2.4%
RSP
INVESCO EXCHANGE TRADED FD T
2.2%
STIP
ISHARES TR
2.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.