SIGMA INVESTMENT COUNSELORS INC
•CIK: 1085163•Filing: Q4 2025
**SIGMA INVESTMENT COUNSELORS INC** manages $2.0B across a diversified portfolio of 202 positions. The fund exhibits a significant allocation to broad market indices, notably holding IVV at $412.7M and VEA at $138.8M. Further concentration is evident in international and sector-specific exposure, including IJH ($134.3M) and IJR ($69.2M). This structure suggests a core mandate focused on capturing global equity market beta through established ETFs.
Total AUM
$2.0B
QoQ Performance
+2.1%
Positions
126
Top 10 Concentration
50.6%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
VEA
IJH
IVV21.0%
VEA7.1%
IJH6.8%
IJR3.5%
VWO2.2%
SJNK2.1%
STIP2.1%
IWB2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other63.8%
ETF21.9%
Technology6.5%
Consumer2.1%
Financial2.0%
Healthcare1.2%
Industrial1.1%
Energy0.5%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW7 new positions
↑56 increased
↓101 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023