Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SIGMA INVESTMENT COUNSELORS INC (CIK 1085163) reported $1.89B across 194 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($383.3M, 20.25%), VEA ($144.7M, 7.64%), IJH ($132.2M, 6.99%), IJR ($69.2M, 3.66%), VWO ($44.4M, 2.35%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $383.3M | 20.25% | 586,856 | Trimmed |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $144.7M | 7.64% | 2.3M | Added |
| 3 | IJH | ISHARES TR | $132.2M | 6.99% | 2.0M | Trimmed |
| 4 | IJR | ISHARES TR | $69.2M | 3.66% | 556,913 | Trimmed |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | $44.4M | 2.35% | 822,212 | Added |
| 6 | STIP | ISHARES TR | $42.1M | 2.23% | 407,325 | Added |
| 7 | SJNK | SPDR SERIES TRUST | $41.5M | 2.19% | 1.7M | Added |
| 8 | IBDX | ISHARES TR | $38.2M | 2.02% | 1.5M | Added |
| 9 | IBDW | ISHARES TR | $38.0M | 2.01% | 1.8M | Added |
| 10 | IWB | ISHARES TR | $37.6M | 1.99% | 105,534 | Trimmed |
| 11 | VTV | VANGUARD INDEX FDS | $37.0M | 1.96% | 188,615 | Trimmed |
| 12 | IBDU | ISHARES TR | $35.9M | 1.90% | 1.5M | Added |
| 13 | IBDV | ISHARES TR | $36.0M | 1.90% | 1.6M | Added |
| 14 | IBDY | ISHARES TR | $35.8M | 1.89% | 1.4M | Added |
| 15 | IBDT | ISHARES TR | $32.4M | 1.71% | 1.3M | Added |
| 16 | IBDS | ISHARES TR | $31.4M | 1.66% | 1.3M | Added |
| 17 | IBDZ | ISHARES TR | $28.2M | 1.49% | 1.1M | Added |
| 18 | IBDR | ISHARES TR | $28.0M | 1.48% | 1.2M | Trimmed |
| 19 | AAPL | APPLE INC | $27.9M | 1.47% | 109,912 | Trimmed |
| 20 | NVDA | NVIDIA CORPORATION | $26.0M | 1.37% | 149,065 | Trimmed |
| 21 | IWR | ISHARES TR | $25.3M | 1.34% | 260,044 | Trimmed |
| 22 | IEFA | ISHARES TR | $22.6M | 1.19% | 249,208 | Trimmed |
| 23 | RSP | INVESCO EXCHANGE TRADED FD T | $22.4M | 1.18% | 116,839 | Added |
| 24 | MSFT | MICROSOFT CORP | $18.8M | 0.99% | 50,742 | Added |
| 25 | VTI | VANGUARD INDEX FDS | $16.6M | 0.88% | 51,744 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31