SIGMA INVESTMENT COUNSELORS INC

Est. AUM

$1.89B

13F long equity, this entity only

Positions

194

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$383.3M	586856	20.25%	SOLE
2	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$144.7M	2257633	7.64%	SOLE
3	ISHARES TR	CORE S&P MCP ETF	$132.2M	1958083	6.99%	SOLE
4	ISHARES TR	CORE S&P SCP ETF	$69.2M	556913	3.66%	SOLE
5	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$44.4M	822212	2.35%	SOLE
6	ISHARES TR	0-5 YR TIPS ETF	$42.1M	407325	2.23%	SOLE
7	SPDR SERIES TRUST	STATE STREET SPD	$41.5M	1659855	2.19%	SOLE
8	ISHARES TR	IBONDS DEC 2032	$38.2M	1511640	2.02%	SOLE
9	ISHARES TR	IBONDS DEC 2031	$38.0M	1816012	2.01%	SOLE
10	ISHARES TR	RUS 1000 ETF	$37.6M	105534	1.99%	SOLE
11	VANGUARD INDEX FDS	VALUE ETF	$37.0M	188615	1.96%	SOLE
12	ISHARES TR	IBONDS DEC 2030	$36.0M	1643783	1.90%	SOLE
13	ISHARES TR	IBONDS DEC 29	$35.9M	1543187	1.90%	SOLE
14	ISHARES TR	IBONDS DEC 2033	$35.8M	1385129	1.89%	SOLE
15	ISHARES TR	IBDS DEC28 ETF	$32.4M	1278339	1.71%	SOLE
16	ISHARES TR	IBONDS 27 ETF	$31.4M	1295766	1.66%	SOLE
17	ISHARES TR	IBONDS DEC 2034	$28.2M	1081985	1.49%	SOLE
18	ISHARES TR	IBONDS DEC2026	$28.0M	1157018	1.48%	SOLE
19	APPLE INC	COM	$27.9M	109912	1.47%	SOLE
20	NVIDIA CORPORATION	COM	$26.0M	149065	1.37%	SOLE
21	ISHARES TR	RUS MID CAP ETF	$25.3M	260044	1.34%	SOLE
22	ISHARES TR	CORE MSCI EAFE	$22.6M	249208	1.19%	SOLE
23	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$22.4M	116839	1.18%	SOLE
24	MICROSOFT CORP	COM	$18.8M	50742	0.99%	SOLE
25	VANGUARD INDEX FDS	TOTAL STK MKT	$16.6M	51744	0.88%	SOLE
26	AMAZON COM INC	COM	$16.1M	77411	0.85%	SOLE
27	INVESCO QQQ TR	UNIT SER 1	$14.7M	25445	0.78%	SOLE
28	ISHARES TR	RUSSELL 2000 ETF	$14.6M	59038	0.77%	SOLE
29	ARES CAPITAL CORP	COM	$14.5M	807352	0.77%	SOLE
30	JPMORGAN CHASE & CO	COM	$14.5M	49384	0.77%	SOLE
31	CATERPILLAR INC	COM	$14.1M	19856	0.74%	SOLE
32	STRYKER CORPORATION	COM	$13.1M	39893	0.69%	SOLE
33	COSTCO WHOLESALE CORPORATION	COM	$12.4M	12449	0.66%	SOLE
34	GOLUB CAP BDC INC	COM	$11.9M	936373	0.63%	SOLE
35	TJX COS INC NEW	COM	$11.7M	72959	0.62%	SOLE
36	ISHARES GOLD TR	SHARES REPRESENT	$11.4M	244500	0.60%	SOLE
37	META PLATFORMS INC	CL A	$10.8M	18828	0.57%	SOLE
38	ISHARES GOLD TR	ISHARES NEW	$10.4M	118050	0.55%	SOLE
39	STATE STR SPDR S&P 500 ETF T	TR UNIT	$10.4M	15931	0.55%	SOLE
40	ALPHABET INC	CAP STK CL A	$10.3M	35921	0.55%	SOLE
41	GOLDMAN SACHS GROUP INC	COM	$9.9M	11742	0.52%	SOLE
42	SYNOPSYS INC	COM	$9.6M	24098	0.50%	SOLE
43	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$8.4M	102008	0.45%	SOLE
44	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$8.2M	55527	0.43%	SOLE
45	UNITED RENTALS INC	COM	$7.4M	10089	0.39%	SOLE
46	INTUITIVE SURGICAL INC	COM NEW	$7.3M	15941	0.39%	SOLE
47	ABBVIE INC	COM	$7.3M	33729	0.39%	SOLE
48	LOWES COS INC	COM	$7.2M	30631	0.38%	SOLE
49	ISHARES INC	CORE MSCI EMKT	$7.2M	103770	0.38%	SOLE
50	GALLAGHER ARTHUR J & CO	COM	$6.8M	31251	0.36%	SOLE

1–50 of 194

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.