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 $2.05B across 218 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($397.0M, 19.35%), VEA ($160.1M, 7.80%), IJH ($146.3M, 7.13%), IJR ($79.9M, 3.89%), VTV ($56.3M, 2.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $397.0M | 19.35% | 530,151 | Trimmed |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $160.1M | 7.80% | 2.2M | Trimmed |
| 3 | IJH | ISHARES TR | $146.3M | 7.13% | 1.9M | Trimmed |
| 4 | IJR | ISHARES TR | $79.9M | 3.89% | 538,823 | Trimmed |
| 5 | VTV | VANGUARD INDEX FDS | $56.3M | 2.75% | 258,496 | Added |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $48.5M | 2.36% | 812,502 | Trimmed |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | $44.5M | 2.17% | 209,070 | Added |
| 8 | STIP | ISHARES TR | $42.6M | 2.08% | 416,939 | Added |
| 9 | IWB | ISHARES TR | $42.4M | 2.07% | 103,531 | Trimmed |
| 10 | SJNK | SPDR SERIES TRUST | $42.1M | 2.05% | 1.7M | Added |
| 11 | IBDX | ISHARES TR | $39.9M | 1.95% | 1.6M | Added |
| 12 | IBDW | ISHARES TR | $39.6M | 1.93% | 1.9M | Added |
| 13 | IBDY | ISHARES TR | $38.1M | 1.86% | 1.5M | Added |
| 14 | IBDU | ISHARES TR | $36.2M | 1.76% | 1.6M | Added |
| 15 | IBDV | ISHARES TR | $36.2M | 1.76% | 1.7M | Added |
| 16 | IBDZ | ISHARES TR | $34.0M | 1.66% | 1.3M | Added |
| 17 | IBDT | ISHARES TR | $33.8M | 1.65% | 1.3M | Added |
| 18 | IBDS | ISHARES TR | $32.2M | 1.57% | 1.3M | Added |
| 19 | AAPL | APPLE INC | $29.0M | 1.41% | 100,323 | Trimmed |
| 20 | IBDR | ISHARES TR | $27.8M | 1.35% | 1.1M | Trimmed |
| 21 | NVDA | NVIDIA CORPORATION | $26.9M | 1.31% | 134,534 | Trimmed |
| 22 | IWR | ISHARES TR | $26.7M | 1.30% | 242,040 | Trimmed |
| 23 | IEFA | ISHARES TR | $22.9M | 1.11% | 236,645 | Trimmed |
| 24 | CAT | CATERPILLAR INC | $19.8M | 0.96% | 18,547 | Trimmed |
| 25 | QQQ | INVESCO QQQ TR | $18.6M | 0.91% | 25,299 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30