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SIGMA INVESTMENT COUNSELORS INC

SIGMA INVESTMENT COUNSELORS INC is an Investment Adviser institutional filer with the SEC under CIK 1085163, reporting 218 portfolio positions, with 16 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: MI
  • Filing type: 13F-HR
  • Latest reporting period: 2026-09-30
  • Last filed: 2026-10-27

Top 10 portfolio positions

The largest reported holdings in SIGMA INVESTMENT COUNSELORS INC's most recent 13F filing, ranked by reported market value.

  1. ISHARES TR (IVV)
  2. VANGUARD TAX-MANAGED FDS (VEA)
  3. ISHARES TR (IJH)
  4. ISHARES TR (IJR)
  5. VANGUARD INDEX FDS (VTV)
  6. VANGUARD INTL EQUITY INDEX F (VWO)
  7. INVESCO EXCHANGE TRADED FD T (RSP)
  8. ISHARES TR (STIP)
  9. ISHARES TR (IWB)
  10. SPDR SERIES TRUST (SJNK)
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