Sigma Investment Counselors Inc Top Holdings and 13F Report (2026) About Sigma Investment Counselors IncInvestment ActivitySigma Investment Counselors Inc has $2.05 billion in total holdings as of June 30, 2026.Sigma Investment Counselors Inc owns shares of 218 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 3.84% of the portfolio was purchased this quarter.About 4.64% of the portfolio was sold this quarter.This quarter, Sigma Investment Counselors Inc has purchased 194 new stocks and bought additional shares in 50 stocks.Sigma Investment Counselors Inc sold shares of 109 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $397,024,482Vanguard FTSE Developed Markets ETF $160,087,204iShares Core S&P Mid-Cap ETF $146,309,339iShares Core S&P Small-Cap ETF $79,912,837Vanguard Value ETF $56,334,058 Largest New Holdings this Quarter 007903107 - Advanced Micro Devices $585,389 Holding031162100 - Amgen $577,514 Holding053015103 - Automatic Data Processing $508,367 Holding172967424 - Citigroup $494,856 Holding88579Y101 - 3M $412,161 Holding Largest Purchases this Quarter Invesco S&P 500 Equal Weight ETF 92,231 shares (about $19.62M)Vanguard Value ETF 69,881 shares (about $15.23M)KLA 28,020 shares (about $8.45M)ISHARES TR 222,112 shares (about $5.79M)iShares Russell 1000 Growth ETF 30,986 shares (about $3.85M) Largest Sales this Quarter iShares Core S&P 500 ETF 56,705 shares (about $42.47M)iShares Core S&P Mid-Cap ETF 60,672 shares (about $4.68M)NVIDIA 14,531 shares (about $2.91M)Apple 9,589 shares (about $2.77M)iShares Core S&P Small-Cap ETF 18,090 shares (about $2.68M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSigma Investment Counselors Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$397,024,482$42,465,775 â–¼-9.7%530,15119.3%ETFVEAVanguard FTSE Developed Markets ETF$160,087,204$769,144 â–¼-0.5%2,246,8387.8%ETFIJHiShares Core S&P Mid-Cap ETF$146,309,339$4,678,417 â–¼-3.1%1,897,4117.1%ETFIJRiShares Core S&P Small-Cap ETF$79,912,837$2,682,928 â–¼-3.2%538,8233.9%ETFVTVVanguard Value ETF$56,334,058$15,229,173 â–²37.0%258,4962.7%ETFVWOVanguard FTSE Emerging Markets ETF$48,498,221$579,590 â–¼-1.2%812,5022.4%ETFRSPInvesco S&P 500 Equal Weight ETF$44,483,825$19,623,990 â–²78.9%209,0702.2%ETFSTIPiShares 0-5 Year TIPS Bond ETF$42,594,506$982,167 â–²2.4%416,9392.1%ETFIWBiShares Russell 1000 ETF$42,395,950$820,229 â–¼-1.9%103,5312.1%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$42,093,802$547,631 â–²1.3%1,681,7342.1%ETFIBDXiShares iBonds Dec 2032 Term Corporate ETF$39,943,532$1,865,320 â–²4.9%1,585,6901.9%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$39,592,686$1,746,996 â–²4.6%1,899,8411.9%ETFIBDYiShares iBonds Dec 2033 Term Corporate ETF$38,064,640$2,404,505 â–²6.7%1,478,5261.9%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$36,211,158$376,682 â–²1.1%1,661,0621.8%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$36,162,401$422,184 â–²1.2%1,561,4161.8%ETFISHARES TR$33,971,724$5,786,017 â–²20.5%1,304,0971.7%IBONDS DEC 2034IBDTiShares iBonds Dec 2028 Term Corporate ETF$33,756,747$1,478,690 â–²4.6%1,336,9011.6%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$32,248,999$865,550 â–²2.8%1,331,5031.6%ETFAAPLApple$29,029,604$2,774,686 â–¼-8.7%100,3231.4%TechnologyIBDRiShares iBonds Dec 2026 Term Corporate ETF$27,784,038$250,514 â–¼-0.9%1,146,6791.4%ETFNVDANVIDIA$26,918,929$2,907,510 â–¼-9.7%134,5341.3%TechnologyIWRiShares Russell Mid-Cap ETF$26,701,816$1,986,199 â–¼-6.9%242,0401.3%ETFIEFAiShares Core MSCI EAFE ETF$22,855,142$1,213,333 â–¼-5.0%236,6451.1%ETFCATCaterpillar$19,750,263$1,393,923 â–¼-6.6%18,5471.0%IndustrialsQQQInvesco QQQ$18,629,881$107,513 â–¼-0.6%25,2990.9%ETFVTIVanguard Total Stock Market ETF$18,590,163$557,283 â–¼-2.9%50,2380.9%ETFMSFTMicrosoft$17,844,200$1,083,626 â–¼-5.7%47,8370.9%TechnologyIWMiShares Russell 2000 ETF$16,598,699$1,139,309 â–¼-6.4%55,2460.8%ETFAMZNAmazon.com$16,583,397$1,866,672 â–¼-10.1%69,5790.8%Consumer DiscretionaryJPMJPMorgan Chase & Co.$14,995,025$1,169,880 â–¼-7.2%45,8100.7%FinanceARCCAres Capital$14,474,078$486,153 â–¼-3.2%781,1160.7%FinanceSYKStryker$12,544,519$15,427 â–¼-0.1%39,8440.6%HealthcareGBDCGolub Capital BDC$11,881,017$179,470 â–¼-1.5%922,4390.6%FinanceGOOGLAlphabet$11,819,471$1,017,805 â–¼-7.9%33,0730.6%Communication ServicesSPYSPDR S&P 500 ETF Trust$11,649,748$247,184 â–¼-2.1%15,6000.6%ETFCOSTCostco Wholesale$11,043,297$602,447 â–¼-5.2%11,8050.5%Consumer StaplesURIUnited Rentals$10,674,646$755,677 â–¼-6.6%9,4220.5%IndustrialsGSThe Goldman Sachs Group$10,610,797$1,264,153 â–¼-10.6%10,4920.5%FinanceTJXTJX Companies$10,045,206$1,008,081 â–¼-9.1%66,3050.5%Consumer DiscretionaryIAUMiShares Gold Trust Micro$9,571,113$211,333 â–¼-2.2%239,2180.5%ETFKLACKLA$9,496,446$8,454,024 â–²811.0%31,4750.5%TechnologySNPSSynopsys$9,197,852$1,551,413 â–¼-14.4%20,6200.4%TechnologyMETAMeta Platforms$9,195,918$1,409,947 â–¼-13.3%16,3250.4%Communication ServicesVYMVanguard High Dividend Yield ETF$8,739,421$35,557 â–¼-0.4%55,3020.4%ETFIAUiShares Gold Trust$8,637,023$276,894 â–¼-3.1%114,3830.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$8,198,552$397,713 â–¼-4.6%98,9690.4%ETFABBVAbbVie$7,860,644$626,828 â–¼-7.4%31,2380.4%HealthcareVCITVanguard Intermediate-Term Corporate Bond ETF$7,692,815$738,147 â–¼-8.8%93,0770.4%ETFCRWDCrowdStrike$7,021,466$191,543 â–²2.8%9,2010.3%TechnologyARISTA NETWORKS INC$6,583,727$469,380 â–¼-6.7%38,7550.3%COM SHSNUENucor$6,450,626$883,205 â–¼-12.0%28,9590.3%MaterialsLOWLowe's Companies$6,365,401$388,508 â–¼-5.8%28,8690.3%Consumer DiscretionaryUPSUnited Parcel Service$6,318,313$26,015 â–¼-0.4%58,7750.3%IndustrialsAVGOBroadcom$6,290,618$255,735 â–¼-3.9%16,6530.3%TechnologyVOOVanguard S&P 500 ETF$6,213,383$829,642 â–¼-11.8%9,0470.3%ETFSNASnap-On$6,185,445$478,466 â–¼-7.2%15,3710.3%IndustrialsAJGArthur J. Gallagher & Co.$6,175,805$998,386 â–¼-13.9%26,9020.3%FinanceVCSHVanguard Short-Term Corporate Bond ETF$6,128,525$349,233 â–¼-5.4%77,5470.3%ETFISRGIntuitive Surgical$5,918,473$420,731 â–¼-6.6%14,8830.3%HealthcareVVisa$5,619,051$132,431 â–¼-2.3%16,3780.3%FinanceIWFiShares Russell 1000 Growth ETF$5,177,032$3,847,541 â–²289.4%41,6930.3%ETFKOCocaCola$5,108,982$156,608 â–¼-3.0%62,8640.2%Consumer StaplesXOMExxonMobil$5,065,235$325,532 â–¼-6.0%37,0480.2%EnergyXLKTechnology Select Sector SPDR Fund$4,963,029$386,945 â–¼-7.2%26,0500.2%ETFNEENextEra Energy$4,848,311$275,334 â–¼-5.4%55,2390.2%UtilitiesITOTiShares Core S&P Total U.S. Stock Market ETF$4,798,872$7,064 â–²0.1%29,2130.2%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$4,598,452$76,762 â–¼-1.6%108,4280.2%ETFVRTXVertex Pharmaceuticals$4,514,531$262,259 â–¼-5.5%9,0890.2%HealthcareTDGTransdigm Group$4,409,576$191,837 â–¼-4.2%3,3100.2%IndustrialsDHRDanaher$4,370,935$630,297 â–¼-12.6%22,9470.2%HealthcarePGProcter & Gamble$4,353,421$296,064 â–¼-6.4%29,6880.2%Consumer StaplesEFAiShares MSCI EAFE ETF$4,301,287$55,161 â–²1.3%41,4060.2%ETFUNHUnitedHealth Group$4,284,750$728,187 â–¼-14.5%10,3090.2%HealthcareXLEEnergy Select Sector SPDR Fund$4,146,458$266,187 â–¼-6.0%78,0730.2%ETFETNEaton$3,876,462$70,311 â–¼-1.8%9,0970.2%IndustrialsCORCencora$3,764,630$374,935 â–¼-9.1%13,3040.2%HealthcarePLDPrologis$3,511,702$319,578 â–¼-8.3%25,9220.2%Real EstateSCHXSchwab US Large-Cap ETF$3,445,157$73,899 â–¼-2.1%117,0630.2%ETFNOWServiceNow$3,438,663$68,007 â–¼-1.9%34,6360.2%TechnologyPRFInvesco RAFI US 1000 ETF$3,370,680$10,806 â–¼-0.3%62,3850.2%ETFAPOApollo Global Management$3,078,011$333,167 â–²12.1%26,0160.2%FinanceSLBSLB$2,894,753$186 â–¼0.0%62,2660.1%EnergyPSAPublic Storage$2,807,567$233,009 â–¼-7.7%8,8200.1%Real EstateKMIKinder Morgan$2,800,579$90,411 â–¼-3.1%87,6000.1%EnergyTIPiShares TIPS Bond ETF$2,785,213$144,338 â–¼-4.9%25,4520.1%ETFIVEiShares S&P 500 Value ETF$2,734,020$69,253 â–¼-2.5%12,0410.1%ETFGOOGAlphabet$2,694,926$216,598 â–¼-7.4%7,6270.1%Communication ServicesSUBiShares Short-Term National Muni Bond ETF$2,479,2610.0%23,2860.1%ETFTSLATesla$2,282,5180.0%5,4270.1%Consumer DiscretionaryLIILennox International$2,244,819$280,746 â–¼-11.1%3,9180.1%IndustrialsSCHBSchwab US Broad Market ETF$2,204,276$32,986 â–²1.5%76,1140.1%ETFBRK.BBerkshire Hathaway$2,192,277$9,007 â–²0.4%4,3810.1%FinanceJNJJohnson & Johnson$2,064,209$418,785 â–¼-16.9%8,1280.1%HealthcarePGRProgressive$2,016,166$106,827 â–¼-5.0%9,2290.1%FinanceIDEViShares Core MSCI International Developed Markets ETF$1,899,563$1,602 â–¼-0.1%21,3410.1%ETFGEGE Aerospace$1,810,044$1,459,098 â–²415.8%4,8430.1%IndustrialsLLYEli Lilly and Company$1,577,1260.0%1,3150.1%HealthcareXLCCommunication Services Select Sector SPDR Fund$1,538,173$79,705 â–¼-4.9%14,3580.1%ETFIWDiShares Russell 1000 Value ETF$1,517,396$84,125 â–²5.9%6,2590.1%ETFXLFFinancial Select Sector SPDR Fund$1,512,908$459,485 â–¼-23.3%28,2210.1%ETFShowing largest 100 holdings. 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