13F Insight
DOSSIER · 13F-HR · Q2 2026

SIGMA INVESTMENT COUNSELORS INC

$2.1B in tracked AUM across 218 positions as of Q2 2026.

SI
CIK 0001085163 · last filed Jun 30, 2026
Total AUM
$2.1B
as of Q2 2026
Holdings
218
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

SIGMA INVESTMENT COUNSELORS INC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$397M530K19.3%02
VEA
VANGUARD TAX-MANAGED FDS
$160M2.2M7.8%03
IJH
ISHARES TR
$146M1.9M7.1%04
IJR
ISHARES TR
$80M539K3.9%05
VTV
VANGUARD INDEX FDS
$56M258K2.7%06
VWO
VANGUARD INTL EQUITY INDEX F
$48M813K2.4%07
RSP
INVESCO EXCHANGE TRADED FD T
$44M209K2.2%08
STIP
ISHARES TR
$43M417K2.1%09
IWB
ISHARES TR
$42M104K2.1%10
SJNK
SPDR SERIES TRUST
$42M1.7M2.1%

Filing history

2026Q2Jun 30
$2.1B▲ 8.4%
218 positionsView →2026Q1Mar 31
$1.9B▼ 3.8%
194 positionsView →2025Q4Dec 31
$2.0B▲ 2.1%
202 positionsView →2025Q3Sep 30
$1.9B▲ 6.0%
198 positionsView →2025Q2Jun 30
$1.8B▲ 11.1%
196 positionsLocked2025Q1Mar 31
$1.6B▼ 4.0%
187 positionsLocked2024Q4Dec 31
$1.7B▼ 0.1%
197 positionsLocked2024Q3Sep 30
$1.7B▲ 6.7%
199 positionsLocked2024Q2Jun 30
$1.6B▲ 2.9%
191 positionsLocked2024Q1Mar 31
$1.6B▲ 9.6%
194 positionsLocked2023Q4Dec 31
$1.4B▲ 7.0%
195 positionsLocked2023Q3Sep 30
$1.3B▼ 2.7%
193 positionsLocked
Showing 12 of 100