SIGMA INVESTMENT COUNSELORS INC: 13F holdings
CIK 10851632026Q2
| Positions | 218 |
|---|
| Reported value | $2.1bn |
|---|
| Filed | 2026-07-28 |
|---|
Change since last quarter
| Positions | 218 (+24 vs prior quarter) |
|---|
| Reported value | $2.1bn (+8.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 530,151 | $397.0m | 19.3% |
| VEA VANGUARD TAX-MANAGED FDS | 2,246,838 | $160.1m | 7.8% |
| IJH ISHARES TR | 1,897,411 | $146.3m | 7.1% |
| IJR ISHARES TR | 538,823 | $79.9m | 3.9% |
| VTV VANGUARD INDEX FDS | 258,496 | $56.3m | 2.7% |
| VWO VANGUARD INTL EQUITY INDEX F | 812,502 | $48.5m | 2.4% |
| RSP INVESCO EXCHANGE TRADED FD T | 209,070 | $44.5m | 2.2% |
| STIP ISHARES TR | 416,939 | $42.6m | 2.1% |
| IWB ISHARES TR | 103,531 | $42.4m | 2.1% |
| SJNK SPDR SERIES TRUST | 1,681,734 | $42.1m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1085163")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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