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Filers›Family Office›SIGMA INVESTMENT COUNSELORS INC
DOSSIER · 13F-HR · Q1 2026

SIGMA INVESTMENT COUNSELORS INC

SIGMA INVESTMENT COUNSELORS's family office based in Stamford, CT — $1.9B in tracked AUM across 194 positions as of Q1 2026.

SI
SIGMA INVESTMENT COUNSELORS·Stamford, CT·Family Office
CIK 0001085163 · last filed Mar 31, 2026
Total AUM
$1.9B
▲ 3.9%
vs prior
Holdings
194
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
Top sector
Financials
28% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

SIGMA INVESTMENT COUNSELORS INC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$383M587K20.3%
02
VEA
VANGUARD TAX-MANAGED FDS
$145M2.3M7.6%
03
IJH
ISHARES TR
$132M2.0M7.0%
04
IJR
ISHARES TR
$69M557K3.7%
05
VWO
VANGUARD INTL EQUITY INDEX F
$44M822K2.3%
06
STIP
ISHARES TR
$42M407K2.2%
07
SJNK
SPDR SERIES TRUST
$41M1.7M2.2%
08
IBDX
ISHARES TR
$38M1.5M2.0%
09
IBDW
ISHARES TR
$38M1.8M2.0%
10
IWB
ISHARES TR
$38M106K2.0%

Filing history

Filing history loading…
AI Agent · grounded in SIGMA
haiku-4-5 · 194 positions indexed
Sector mix
  • Financials28%
  • Health Care13%
  • Cons. Disc.5%
  • Industrials8%
  • Energy36%
  • Other10%
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