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CIK: 0001085163
Total reported value
$2.1B
$2.1B
187 檔
32.7%
In Q1 2025, Sigma Investment Counselors Inc's U.S. equity holdings reached a combined market value of $2.1B, distributed across 187 disclosed stock positions.
In Q1 2025, Sigma Investment Counselors Inc displayed an active expansion posture, initiating 187 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IJH, VEA) accounted for 32.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $360.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 22.04% | -0.90% | -2.63% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.12% | +0.14% | -2.66% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.73% | +0.16% | -0.48% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.66% | +0.23% | -3.68% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.41% | -0.15% | +1.61% | |
| 6 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 2.35% | -0.14% | -0.15% | |
| 7 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 2.03% | -0.14% | -0.96% | |
| 8 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 2.03% | -0.14% | +4.43% | |
| 9 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 2.00% | -0.08% | +6.14% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.00% | +0.08% | -4.68% | |
| 11 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 1.95% | -0.07% | +7.50% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.88% | +0.01% | +0.53% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 1.86% | +0.79% | +4.11% | |
| 14 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.74% | -0.06% | +1.44% | |
| 15 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.67% | -0.09% | +2.81% | |
| 16 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.63% | -0.13% | +2.37% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.58% | -0.06% | -6.69% | |
| 18 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 1.48% | — | -5.42% | |
| 19 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.38% | -0.04% | -0.01% | |
| 20 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 1.35% | -0.03% | +162.13% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.15% | -0.08% | +1.36% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.15% | -0.06% | -7.44% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.13% | -0.12% | -5.54% | |
| 24 | ARCC | Ares Capital CORP | Stock-Financials | 0.98% | -0.06% | +1.90% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.95% | +0.03% | -21.23% | |
| 26 | SYK | Stryker CORP | Stock-Healthcare | 0.92% | -0.08% | -2.72% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | -0.04% | -4.22% | |
| 28 | IAU | Ishares Gold Trust | ETF-Commodities | 0.82% | -0.13% | -1.50% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.79% | +0.04% | +4.79% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.76% | -0.04% | -5.32% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.74% | -0.12% | -14.33% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | -0.12% | -9.37% | |
| 33 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.67% | -0.06% | -2.64% | |
| 34 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 0.67% | -0.05% | — | |
| 35 | SNPS | Synopsys Inc | Stock-Tech | 0.66% | -0.05% | -5.50% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.63% | +0.13% | -0.71% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | +0.02% | -0.55% | |
| 38 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.55% | -0.13% | -9.92% | |
| 39 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.53% | -0.08% | -3.24% | |
| 40 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.50% | -0.10% | -10.72% | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.49% | +0.22% | -5.85% | |
| 42 | ROP | Roper Technologies Inc | Stock-Tech | 0.47% | -0.04% | -5.80% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.47% | -0.01% | -6.32% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.47% | — | -27.05% | |
| 45 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.44% | -0.07% | -8.01% | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.44% | -0.04% | -13.12% | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.43% | +0.04% | -9.29% | |
| 48 | URI | United Rentals Inc | Stock-Industrials | 0.40% | +0.13% | -4.56% | |
| 49 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.40% | — | -3.90% | |
| 50 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.40% | — | -0.74% |
According to official SEC Form 13F filings, Sigma Investment Counselors Inc reported a total U.S. public equity portfolio value of $2.1B across 187 disclosed positions in Q1 2025.
During Q1 2025, Sigma Investment Counselors Inc's top holdings by market value included IVV (22.0%)、IJH (7.1%)、VEA (5.7%). The largest single position, IVV, represented 22.0% of total portfolio value.
In Q1 2025, Sigma Investment Counselors Inc made 187 total portfolio adjustments, initiating 187 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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