Sigma Investment Counselors Inc Portfolio Holdings
Sigma Investment Counselors Inc
- $1.78 Billion
- Q2 2025
Sigma Investment Counselors Inc has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.78 Billion distributed in 196 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $408M, Ishares Core S&P Mid Cap ETF with a value of $128M, Vanguard Ftse Developed Market with a value of $108M, Ishares Core S&P Sm Cap ETF with a value of $64.6M, and Ishares Barclays 0 5 Year Tips with a value of $39.9M.
Examining the 13F form we can see an increase of $175M in the current position value, from $1.61B to 1.78B.
Below you can find more details about Sigma Investment Counselors Inc portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 196
- Current Value $1.78 Billion
- Prior Value $1.61 Billion
- Filing
- Period Q2 2025
- Filing Date July 29, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 12 stocks
- Additional Purchases 124 stocks
- Sold out of 0 stocks
- Reduced holdings in 33 stocks