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CIK: 0001085163
Total reported value
$2.1B
$2.1B
196 檔
36.5%
As reported in its official Q2 2025 Form 13F filing, Sigma Investment Counselors Inc's tracked investment portfolio stood at $2.1B with 196 total positions.
In Q2 2025, Sigma Investment Counselors Inc displayed an active expansion posture, initiating 12 new positions and adding to 124 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 22.46% | -0.90% | +2.47% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.02% | +0.14% | +3.10% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.93% | +0.16% | +2.45% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.55% | +0.23% | +3.11% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.20% | -0.15% | +1.94% | |
| 6 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 2.17% | -0.14% | +1.33% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.09% | +0.08% | +4.87% | |
| 8 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.89% | -0.14% | +2.65% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.89% | +0.01% | +2.31% | |
| 10 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.88% | -0.08% | +2.89% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 1.86% | +0.79% | +8.25% | |
| 12 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.85% | -0.14% | +0.38% | |
| 13 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 1.83% | -0.07% | +3.23% | |
| 14 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.62% | -0.06% | +2.47% | |
| 15 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.57% | -0.09% | +3.82% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.53% | -0.06% | +1.87% | |
| 17 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.51% | -0.13% | +2.84% | |
| 18 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 1.45% | -0.03% | +17.35% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.39% | -0.06% | +6.13% | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.39% | -0.04% | +3.37% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.38% | -0.12% | +2.25% | |
| 22 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 1.23% | — | -8.14% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.16% | -0.08% | +2.03% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.09% | +0.03% | +15.92% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.96% | -0.04% | +4.82% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.92% | -0.12% | +10.24% | |
| 27 | ARCC | Ares Capital CORP | Stock-Financials | 0.91% | -0.06% | +3.86% | |
| 28 | SYK | Stryker CORP | Stock-Healthcare | 0.89% | -0.08% | +1.29% | |
| 29 | IAU | Ishares Gold Trust | ETF-Commodities | 0.85% | -0.13% | +8.70% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | -0.04% | +4.07% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.76% | +0.13% | +14.78% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.75% | +0.04% | -3.02% | |
| 33 | SNPS | Synopsys Inc | Stock-Tech | 0.74% | -0.05% | +4.14% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | -0.12% | +4.25% | |
| 35 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 0.65% | -0.05% | +10.89% | |
| 36 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.58% | -0.06% | +3.83% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | +0.02% | +1.70% | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.54% | +0.22% | +5.59% | |
| 39 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.52% | -0.13% | +3.15% | |
| 40 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.52% | -0.10% | +5.30% | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.50% | -0.08% | +4.65% | |
| 42 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.49% | — | +5.47% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.46% | — | +5.10% | |
| 44 | URI | United Rentals Inc | Stock-Industrials | 0.45% | +0.13% | +4.63% | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.43% | -0.04% | +7.38% | |
| 46 | ROP | Roper Technologies Inc | Stock-Tech | 0.42% | -0.04% | +4.52% | |
| 47 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.40% | -0.07% | +5.83% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.38% | -0.01% | +2.93% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.38% | +0.03% | +6.12% | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.36% | +0.02% | +5.36% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.4% | +2.47% | Add |
| 2 | NVDA | Nvidia CORP | +0.4% | +1.87% | Add |
| 3 | MSFT | Microsoft CORP | +0.3% | +2.25% | Add |
| 4 | VEA | Vanguard Ftse Developed ETF | +0.2% | +2.45% | Add |
| 5 | META | Meta Platforms Inc-class A | +0.2% | +10.24% | Add |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +15.92% | Add |
| 7 | APO | Apollo Global Management Inc | +0.1% | NEW | New buy |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +14.78% | Add |
| 9 | AVGO | Broadcom Inc | +0.1% | +17.22% | Add |
| 10 | SCHX | Schwab US Large-cap ETF | +0.1% | +71.64% | Add |
| 11 | IBDY | Ishares Ibonds Dec 2033 CORP | +0.1% | +17.35% | Add |
| 12 | IWB | Ishares Russell 1000 ETF | +0.1% | +4.87% | Add |
| 13 | GS | Goldman Sachs Group Inc | +0.1% | +5.47% | Add |
| 14 | SCHB | Schwab US Broad Market ETF | +0.1% | +85.46% | Add |
| 15 | AMZN | Amazon.com Inc | +0.1% | +4.82% | Add |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | +4.07% | Add |
| 17 | SNPS | Synopsys Inc | +0.1% | +4.14% | Add |
| 18 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +27.56% | Add |
| 19 | CAT | Caterpillar Inc | +0.1% | +5.59% | Add |
| 20 | URI | United Rentals Inc | +0.1% | +4.63% | Add |
| 21 | ANET | Arista Networks Inc | +0.1% | +5.68% | Add |
| 22 | ETN | Eaton Corporation plc | 0% | +6.39% | Add |
| 23 | IAU | Ishares Gold Trust | 0% | +8.70% | Add |
| 24 | GOOGL | Alphabet Inc-cl A | 0% | +6.12% | Add |
| 25 | KLAC | Kla CORP | 0% | +4.56% | Add |
| 26 | XLK | Ss Technology Select Sector | 0% | +7.31% | Add |
| 27 | ORCL | Oracle CORP | 0% | +4.83% | Add |
| 28 | SCHF | Schwab Intl Equity ETF | 0% | +67.53% | Add |
| 29 | IBDZ | Isharesibondsdec2034tmcorp | 0% | NEW | New buy |
| 30 | ETR | Entergy CORP | 0% | NEW | New buy |
| 31 | IJK | Ishares S&p Mid-cap 400 Grow | 0% | NEW | New buy |
| 32 | ISRG | Intuitive Surgical Inc | 0% | +5.30% | Add |
| 33 | IEMG | Ishares Core Msci Emerging | 0% | +5.36% | Add |
| 34 | EFA | Ishares Msci Eafe ETF | 0% | +13.94% | Add |
| 35 | SCHM | Schwab US Mid Cap ETF | 0% | +60.45% | Add |
| 36 | SCHA | Schwab US Small-cap ETF | 0% | +88.62% | Add |
| 37 | TSLA | Tesla Inc | 0% | +6.51% | Add |
| 38 | PLTR | Palantir Technologies Inc-a | 0% | NEW | New buy |
| 39 | IJT | Ishares S&p Small-cap 600 Gr | 0% | NEW | New buy |
| 40 | VWO | Vanguard Ftse Emerging Marke | 0% | +2.31% | Add |
| 41 | IWR | Ishares Russell Mid-cap ETF | 0% | +3.37% | Add |
| 42 | IEFA | Ishares Core Msci Eafe ETF | 0% | +2.03% | Add |
| 43 | TDG | Transdigm Group Inc | 0% | +4.07% | Add |
| 44 | IWF | Ishares Russell 1000 Growth | 0% | -2.95% | Trim |
| 45 | IDEV | Ishares Core Msci Dev Mkts | 0% | +9.50% | Add |
| 46 | ECL | Ecolab Inc | 0% | NEW | New buy |
| 47 | VXF | Vanguard Extended Market ETF | 0% | +76.43% | Add |
| 48 | T | At&t Inc | 0% | NEW | New buy |
| 49 | LLY | Eli Lilly & Co | 0% | +30.54% | Add |
| 50 | TEL | TE Connectivity plc | 0% | NEW | New buy |
According to official SEC Form 13F filings, Sigma Investment Counselors Inc reported a total U.S. public equity portfolio value of $2.1B across 196 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IJH, VEA) accounted for 36.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
APO
市值: $2.5M
Top Position Liquidated / Trimmed
HPQ
前期市值: $1.4M
During Q2 2025, Sigma Investment Counselors Inc's top holdings by market value included IVV (22.5%)、IJH (7.0%)、VEA (5.9%). The largest single position, IVV, represented 22.5% of total portfolio value.
In Q2 2025, Sigma Investment Counselors Inc made 172 total portfolio adjustments, initiating 12 new buys, adding to 124 positions, trimming 33 holdings, and fully liquidating 3 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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