SIGMA INVESTMENT COUNSELORS INC

CIK: 0001085163SEC EDGAR →

Portfolio Value

$2.0T

Holdings

202

As of

Q4 2025

New Positions

202

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	IVV ISHARES TR	602,552	$412.7B	20.97%
2	VEA VANGUARD TAX-MANAGED FDS	2,221,205	$138.8B	7.05%
3	IJH ISHARES TR	2,035,302	$134.3B	6.82%
4	IJR ISHARES TR	576,056	$69.2B	3.52%
5	VWO VANGUARD INTL EQUITY INDEX F	809,639	$43.5B	2.21%
6	SJNK SPDR SERIES TRUST	1,632,921	$41.3B	2.10%
7	STIP ISHARES TR	400,463	$41.0B	2.08%
8	IWB ISHARES TR	108,548	$40.5B	2.06%
9	IBDW ISHARES TR	1,753,685	$37.1B	1.88%
10	IBDX ISHARES TR	1,446,565	$36.9B	1.88%

Quarterly Changes

Top Buys

IVVNEW

$412.7B

VEANEW

$138.8B

IJHNEW

$134.3B

IJRNEW

$69.2B

VWONEW

$43.5B

Top Sells

No sells this quarter

New Positions (202)

IVV

$412.7B · 603K shares

VEA

$138.8B · 2.2M shares

IJH

$134.3B · 2.0M shares

$69.2B · 576K shares

$43.5B · 810K shares

$41.3B · 1.6M shares

$41.0B · 400K shares

$40.5B · 109K shares

$37.1B · 1.8M shares

$36.9B · 1.4M shares

$36.8B · 193K shares

$35.8B · 1.6M shares

$35.5B · 1.5M shares

$33.6B · 1.3M shares

$32.0B · 118K shares

$31.8B · 1.2M shares

$31.0B · 1.3M shares

$30.0B · 161K shares

$29.2B · 1.2M shares

$25.7B · 267K shares

$24.3B · 50K shares

$22.5B · 252K shares

$20.9B · 109K shares

$20.3B · 61K shares

$18.7B · 30K shares

$18.0B · 78K shares

$17.2B · 654K shares

$16.8B · 52K shares

$16.0B · 793K shares

$15.0B · 23K shares

$14.8B · 60K shares

$14.3B · 41K shares

$12.5B · 22K shares

$12.1B · 889K shares

$12.0B · 26K shares

$11.9B · 38K shares

$11.7B · 76K shares

$11.3B · 13K shares

$11.2B · 260K shares

$11.0B · 16K shares

$10.9B · 12K shares

$9.9B · 122K shares

$9.6B · 17K shares

$9.3B · 111K shares

$8.6B · 11K shares

$8.6B · 60K shares

$8.5B · 33K shares

$8.2B · 36K shares

$7.9B · 33K shares

$7.6B · 96K shares

$7.2B · 107K shares

$6.7B · 11K shares

$6.3B · 28K shares

$6.2B · 18K shares

$6.2B · 51K shares

$6.0B · 17K shares

$5.9B · 13K shares

$5.9B · 59K shares

$5.8B · 44K shares

$5.7B · 16K shares

$5.6B · 37K shares

$5.6B · 34K shares

$5.4B · 201K shares

$5.3B · 16K shares

$5.1B · 11K shares

$4.9B · 61K shares

$4.8B · 4K shares

$4.8B · 111K shares

$4.7B · 68K shares

$4.7B · 32K shares

$4.6B · 4K shares

$4.5B · 10K shares

$4.5B · 47K shares

$4.3B · 13K shares

$4.3B · 30K shares

$4.2B · 94K shares

$3.8B · 30K shares

$3.7B · 140K shares

$3.2B · 29K shares

$3.1B · 20K shares

$3.1B · 10K shares

$3.0B · 65K shares

$2.8B · 8K shares

$2.8B · 19K shares

$2.7B · 97K shares

$2.6B · 10K shares

$2.6B · 12K shares

$2.6B · 8K shares

$2.4B · 64K shares

$2.4B · 5K shares

$2.4B · 5K shares

$2.4B · 10K shares

$2.3B · 60K shares

$2.1B · 4K shares

$2.0B · 10K shares

$1.9B · 23K shares

$1.9B · 18K shares

$1.8B · 16K shares

$1.7B · 32K shares

$1.5B · 1K shares

$1.4B · 14K shares

$1.3B · 55K shares

$1.3B · 2K shares

$1.3B · 7K shares

$1.3B · 6K shares

$1.2B · 3K shares

$1.2B · 41K shares

$1.2B · 6K shares

$1.0B · 3K shares

$996.0M · 35K shares

$988.0M · 8K shares

$960.0M · 8K shares

$931.0M · 10K shares

$902.0M · 2K shares

$850.0M · 6K shares

$778.0M · 5K shares

$718.0M · 3K shares

$672.0M · 15K shares

$660.0M · 12K shares

$658.0M · 6K shares

$622.0M · 10K shares

$617.0M · 12K shares

$594.0M · 8K shares

$588.0M · 4K shares

$579.0M · 3K shares

$567.0M · 4K shares

$549.0M · 3K shares

$546.0M · 4K shares

$541.0M · 2K shares

SCHD

$530.0M · 19K shares

VBK

$525.0M · 2K shares

$517.0M · 907 shares

MRK

$516.0M · 5K shares

$509.0M · 3K shares

MUB

$474.0M · 4K shares

IJK

$464.0M · 5K shares

GGG

$462.0M · 6K shares

$461.0M · 2K shares

$458.0M · 3K shares

$453.0M · 3K shares

$452.0M · 21K shares

$444.0M · 5K shares

$438.0M · 1K shares

$435.0M · 5K shares

$426.0M · 4K shares

$424.0M · 704 shares

$420.0M · 5K shares

$413.0M · 24K shares

$405.0M · 3K shares

$395.0M · 20K shares

$394.0M · 1K shares

$375.0M · 19K shares

$366.0M · 757 shares

$360.0M · 5K shares

$360.0M · 18K shares

$349.0M · 11K shares

$345.0M · 3K shares

$336.0M · 3K shares

$334.0M · 13K shares

ESGE

$334.0M · 8K shares

ADP

$318.0M · 1K shares

$316.0M · 680 shares

$312.0M · 5K shares

BSCT

$312.0M · 17K shares

EEM

$311.0M · 6K shares

$301.0M · 1K shares

$301.0M · 2K shares

$301.0M · 18K shares

$295.0M · 3K shares

$292.0M · 2K shares

$290.0M · 943 shares

AQLT

$288.0M · 2K shares

$285.0M · 8K shares

IWO

$284.0M · 880 shares

HON

$277.0M · 1K shares

$267.0M · 3K shares

$266.0M · 2K shares

$264.0M · 2K shares

$263.0M · 1K shares

$259.0M · 807 shares

$259.0M · 928 shares

$256.0M · 967 shares

$255.0M · 10K shares

$253.0M · 856 shares

$252.0M · 1K shares

$250.0M · 833 shares

$247.0M · 975 shares

$244.0M · 1K shares

$243.0M · 2K shares

$239.0M · 272 shares

$238.0M · 2K shares

$237.0M · 2K shares

$232.0M · 22K shares

$232.0M · 4K shares

$217.0M · 3K shares

$216.0M · 332 shares

$211.0M · 2K shares

$209.0M · 2K shares

$208.0M · 2K shares

$203.0M · 928 shares

TPIF

$201.0M · 6K shares

VOE

$201.0M · 1K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	102	$1.5T	78.5%
Technology	17	$124.7B	6.3%
Unknown	11	$60.3B	3.1%
Industrials	21	$52.7B	2.7%
Healthcare	11	$51.7B	2.6%
Consumer Cyclical	7	$47.7B	2.4%
Communication Services	6	$30.6B	1.6%
Consumer Defensive	8	$22.3B	1.1%
Energy	7	$13.0B	0.7%
Utilities	8	$7.7B	0.4%
Real Estate	2	$6.4B	0.3%
Basic Materials	2	$5.8B	0.3%