SIGMA INVESTMENT COUNSELORS INC
Sector Allocation
- Other76.9%$1.6B
- Technology7.2%$146.8M
- Financials5.7%$117.8M
- Industrials3.0%$61.9M
- Healthcare2.2%$45.7M
- Consumer Discretionary1.9%$39.6M
- Consumer Staples1.3%$26.8M
- Energy0.6%$13.2M
- Utilities0.4%$7.8M
- Materials0.3%$7.2M
AUM History
13fpro.ai/research/fund/sigma-investment-counselors-inc-1085163
Conviction and streaks
Stable · top 10 = 51.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$397.0M
- VANGUARD$160.1M
- ISHARES$146.3M
- ISHARES$79.9M
- VANGUARD$56.3M
- VANGUARD$48.5M
IVZ
$44.5M- ISHARES$42.6M
- ISHARES$42.4M
- SPDR$42.1M
- ISHARES$39.9M
- ISHARES$39.6M
- ISHARES$38.1M
- ISHARES$36.2M
- ISHARES$36.2M
- ISHARES$34.0M
- ISHARES$33.8M
- ISHARES$32.2M
AAPL
$29.0M- ISHARES$27.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/sigma-investment-counselors-inc-1085163
SIGMA INVESTMENT COUNSELORS INC 13F holdings — Q2 2026
$2.1B portfolio (+8.4% QoQ) · 218 holdings · Q2 2026 13F · top 10 are 52% of the stock portfolio
- 1
ISHARES TR - CORE S&P500 ETF
$397.0M
19.4% of stocks
-10%This quarter—Since Q-end—HeldAIQuality—Est. buy— - 2
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$160.1M
7.8% of stocks
-0.5%This quarter—Since Q-end—HeldAIQuality—Est. buy— - 3
ISHARES TR - CORE S&P MCP ETF
$146.3M
7.1% of stocks
-3%This quarter—Since Q-end—HeldAIQuality—Est. buy— - 4
ISHARES TR - CORE S&P SCP ETF
$79.9M
3.9% of stocks
-3%This quarter—Since Q-end—HeldAIQuality—Est. buy— - 5
VANGUARD INDEX FDS - VALUE ETF
$56.3M
2.8% of stocks
+37%This quarter—Since Q-end—HeldAIQuality—Est. buy— - 6
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
$48.5M
2.4% of stocks
-1%This quarter—Since Q-end—HeldAIQuality—Est. buy— $44.5M
2.2% of stocks
+79%This quarter—Since Q-end—HeldAIQuality—Est. buy—- 8
ISHARES TR - 0-5 YR TIPS ETF
$42.6M
2.1% of stocks
+2%This quarter—Since Q-end—HeldAIQuality—Est. buy— - 9
ISHARES TR - RUS 1000 ETF
$42.4M
2.1% of stocks
-2%This quarter—Since Q-end—HeldAIQuality—Est. buy— - 10
SPDR SERIES TRUST - ST TERM HIGH ETF
$42.1M
2.0% of stocks
+1%This quarter—Since Q-end—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since Q-end | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE S&P500 ETF | $397.0M | 19.4% | -10% | — | — | — | — | |
| 2 | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $160.1M | 7.8% | -0.5% | — | — | — | — | |
| 3 | ISHARES TR - CORE S&P MCP ETF | $146.3M | 7.1% | -3% | — | — | — | — | |
| 4 | ISHARES TR - CORE S&P SCP ETF | $79.9M | 3.9% | -3% | — | — | — | — | |
| 5 | VANGUARD INDEX FDS - VALUE ETF | $56.3M | 2.8% | +37% | — | — | — | — | |
| 6 | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $48.5M | 2.4% | -1% | — | — | — | — | |
| 7 | $44.5M | 2.2% | +79% | — | — | — | — | ||
| 8 | ISHARES TR - 0-5 YR TIPS ETF | $42.6M | 2.1% | +2% | — | — | — | — | |
| 9 | ISHARES TR - RUS 1000 ETF | $42.4M | 2.1% | -2% | — | — | — | — | |
| 10 | SPDR SERIES TRUST - ST TERM HIGH ETF | $42.1M | 2.0% | +1% | — | — | — | — |
All holdings — SIGMA INVESTMENT COUNSELORS INC (Q2 2026)
218 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - IBONDS DEC 2032etf/fund | — | $39.9M | 1.9% | 1.59M | +5% | — | — | 13F |
| 12 | — | ISHARES TR - IBONDS DEC 2031etf/fund | — | $39.6M | 1.9% | 1.90M | +5% | — | — | 13F |
| 13 | — | ISHARES TR - IBONDS DEC 2033etf/fund | — | $38.1M | 1.9% | 1.48M | +7% | — | — | 13F |
| 14 | — | ISHARES TR - IBONDS DEC 2030etf/fund | — | $36.2M | 1.8% | 1.66M | +1% | — | — | 13F |
| 15 | — | ISHARES TR - IBONDS DEC 29etf/fund | — | $36.2M | 1.8% | 1.56M | +1% | — | — | 13F |
| 16 | — | ISHARES TR - IBONDS DEC 2034etf/fund | — | $34.0M | 1.7% | 1.30M | +21% | — | — | 13F |
| 17 | — | ISHARES TR - IBDS DEC28 ETFetf/fund | — | $33.8M | 1.6% | 1.34M | +5% | — | — | 13F |
| 18 | — | ISHARES TR - IBONDS 27 ETFetf/fund | — | $32.2M | 1.6% | 1.33M | +3% | — | — | 13F |
| 19 | Apple Inc. | Technology | $29.0M | 1.4% | 100K | -9% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | ISHARES TR - IBONDS DEC2026etf/fund | — | $27.8M | 1.4% | 1.15M | -0.9% | — | — | 13F |
| 21 | NVIDIA CORP | Technology | $26.9M | 1.3% | 135K | -10% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | ISHARES TR - RUS MID CAP ETFetf/fund | — | $26.7M | 1.3% | 242K | -7% | — | — | 13F |
| 23 | — | ISHARES TR - CORE MSCI EAFEetf/fund | — | $22.9M | 1.1% | 237K | -5% | — | — | 13F |
| 24 | CATERPILLAR INC | Industrials | $19.8M | 1.0% | 19K | -7% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $18.6M | 0.9% | 25K | -0.6% | — | — | 13F | |
| 26 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $18.6M | 0.9% | 50K | -3% | |||
| 27 | $MSFT | MICROSOFT CORP | Technology | $17.8M | 0.9% | 48K | -6% | |||
| 28 | — | ISHARES TR - RUSSELL 2000 ETF | — | $16.6M | 0.8% | 55K | -6% | |||
| 29 | $AMZN | AMAZON COM INC | Consumer Discretionary | $16.6M | 0.8% | 70K | -10% | |||
| 30 | $JPM | JPMORGAN CHASE & CO | Financials | $15.0M | 0.7% | 46K | -7% | |||
| 31 | $ARCC | ARES CAPITAL CORP | Other | $14.5M | 0.7% | 781K | -3% | |||
| 32 | $SYK | STRYKER CORP | Healthcare | $12.5M | 0.6% | 40K | -0.1% | |||
| 33 | $GBDC | GOLUB CAPITAL BDC, Inc. | Other | $11.9M | 0.6% | 922K | -1% | |||
| 34 | $GOOGL | Alphabet Inc. | Technology | $11.8M | 0.6% | 33K | -8% | |||
| 35 | $SPY | SPDR S&P 500 ETF TRUST | — | $11.6M | 0.6% | 16K | -2% | |||
| 36 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $11.0M | 0.5% | 12K | -5% | |||
| 37 | $URI | UNITED RENTALS, INC. | Industrials | $10.7M | 0.5% | 9,422 | -7% | |||
| 38 | $GS | GOLDMAN SACHS GROUP INC | Financials | $10.6M | 0.5% | 10K | -11% | |||
| 39 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $10.0M | 0.5% | 66K | -9% | |||
| 40 | $IAUM | iShares Gold Trust Micro | Financials | $9.6M | 0.5% | 239K | -2% | |||
| 41 | $KLAC | KLA CORP | Technology | $9.5M | 0.5% | 31K | +811% | |||
| 42 | $SNPS | SYNOPSYS INC | Technology | $9.2M | 0.5% | 21K | -14% | |||
| 43 | $META | Meta Platforms, Inc. | Technology | $9.2M | 0.5% | 16K | -13% | |||
| 44 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $8.7M | 0.4% | 55K | -0.4% | |||
| 45 | $IAU | ISHARES GOLD TRUST | Financials | $8.6M | 0.4% | 114K | -3% | |||
| 46 | — | ISHARES INC - CORE MSCI EMKT | — | $8.2M | 0.4% | 99K | -5% | |||
| 47 | $ABBV | AbbVie Inc. | Healthcare | $7.9M | 0.4% | 31K | -7% | |||
| 48 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $7.7M | 0.4% | 93K | -9% | |||
| 49 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $7.0M | 0.3% | 9,201 | +3% | |||
| 50 | $ANET | Arista Networks, Inc. | Technology | $6.6M | 0.3% | 39K | -7% | |||
| 51 | $NUE | NUCOR CORP | Materials | $6.5M | 0.3% | 29K | -12% | |||
| 52 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $6.4M | 0.3% | 29K | -6% | |||
| 53 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $6.3M | 0.3% | 59K | -0.4% | |||
| 54 | $AVGO | Broadcom Inc. | Technology | $6.3M | 0.3% | 17K | -4% | |||
| 55 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $6.2M | 0.3% | 9,047 | -12% | |||
| 56 | $SNA | Snap-on Inc | Industrials | $6.2M | 0.3% | 15K | -7% | |||
| 57 | $AJG | Arthur J. Gallagher & Co. | Financials | $6.2M | 0.3% | 27K | -14% | |||
| 58 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $6.1M | 0.3% | 78K | -5% | |||
| 59 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $5.9M | 0.3% | 15K | -7% | |||
| 60 | $V | VISA INC. | Financials | $5.6M | 0.3% | 16K | -2% | |||
| 61 | — | ISHARES TR - RUS 1000 GRW ETF | — | $5.2M | 0.3% | 42K | +289% | |||
| 62 | $KO | COCA COLA CO | Consumer Staples | $5.1M | 0.3% | 63K | -3% | |||
| 63 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $5.1M | 0.3% | 37K | -6% | |||
| 64 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $5.0M | 0.2% | 26K | -7% | |||
| 65 | $NEE | NEXTERA ENERGY INC | Utilities | $4.8M | 0.2% | 55K | -5% | |||
| 66 | — | ISHARES TR - CORE S&P TTL STK | — | $4.8M | 0.2% | 29K | +0.1% | |||
| 67 | — | ISHARES TR - 0-5YR HI YL CP | — | $4.6M | 0.2% | 108K | -2% | |||
| 68 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $4.5M | 0.2% | 9,089 | -5% | |||
| 69 | $TDG | TransDigm Group INC | Industrials | $4.4M | 0.2% | 3,310 | -4% | |||
| 70 | $DHR | DANAHER CORP /DE/ | Healthcare | $4.4M | 0.2% | 23K | -13% | |||
| 71 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $4.4M | 0.2% | 30K | -6% | |||
| 72 | — | ISHARES TR - MSCI EAFE ETF | — | $4.3M | 0.2% | 41K | +1% | |||
| 73 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $4.3M | 0.2% | 10K | -15% | |||
| 74 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $4.1M | 0.2% | 78K | -6% | |||
| 75 | $ETN | Eaton Corp plc | Industrials | $3.9M | 0.2% | 9,097 | -2% | |||
| 76 | $COR | Cencora, Inc. | Consumer Staples | $3.8M | 0.2% | 13K | -9% | |||
| 77 | $PLD | Prologis, Inc. | Real Estate | $3.5M | 0.2% | 26K | -8% | |||
| 78 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $3.4M | 0.2% | 117K | -2% | |||
| 79 | $NOW | ServiceNow, Inc. | Technology | $3.4M | 0.2% | 35K | -2% | |||
| 80 | $IVZ | Invesco Ltd. | Financials | $3.4M | 0.2% | 62K | -0.3% | |||
| 81 | $APO | Apollo Global Management, Inc. | Financials | $3.1M | 0.1% | 26K | +12% | |||
| 82 | $SLB | SLB LIMITED/NV | Energy | $2.9M | 0.1% | 62K | -0.0% | |||
| 83 | $PSA | Public Storage | Real Estate | $2.8M | 0.1% | 8,820 | -8% | |||
| 84 | $KMI | KINDER MORGAN, INC. | Energy | $2.8M | 0.1% | 88K | -3% | |||
| 85 | — | ISHARES TR - TIPS BD ETF | — | $2.8M | 0.1% | 25K | -5% | |||
| 86 | — | ISHARES TR - S&P 500 VAL ETF | — | $2.7M | 0.1% | 12K | -2% | |||
| 87 | $GOOG | Alphabet Inc. | Technology | $2.7M | 0.1% | 7,627 | -7% | |||
| 88 | — | ISHARES TR - SHRT NAT MUN ETF | — | $2.5M | 0.1% | 23K | — | |||
| 89 | $TSLA | Tesla, Inc. | Consumer Discretionary | $2.3M | 0.1% | 5,427 | — | |||
| 90 | $LII | LENNOX INTERNATIONAL INC | Industrials | $2.2M | 0.1% | 3,918 | -11% | |||
| 91 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $2.2M | 0.1% | 76K | +2% | |||
| 92 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.2M | 0.1% | 4,381 | +0.4% | |||
| 93 | $JNJ | JOHNSON & JOHNSON | Healthcare | $2.1M | 0.1% | 8,128 | -17% | |||
| 94 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $2.0M | 0.1% | 9,229 | -5% | |||
| 95 | — | ISHARES TR - CORE MSCI INTL | — | $1.9M | 0.1% | 21K | -0.1% | |||
| 96 | $GE | GENERAL ELECTRIC CO | Industrials | $1.8M | 0.1% | 4,843 | +416% | |||
| 97 | $LLY | ELI LILLY & Co | Healthcare | $1.6M | 0.1% | 1,315 | — | |||
| 98 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | — | $1.5M | 0.1% | 14K | -5% | |||
| 99 | — | ISHARES TR - RUS 1000 VAL ETF | — | $1.5M | 0.1% | 6,259 | +6% | |||
| 100 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $1.5M | 0.1% | 28K | -23% | |||
| 101 | $CPRT | COPART INC | Consumer Discretionary | $1.4M | 0.1% | 50K | -5% | |||
| 102 | $RTX | RTX Corp | Industrials | $1.3M | 0.1% | 7,198 | +2% | |||
| 103 | — | VANGUARD WORLD FD - INF TECH ETF | — | $1.3M | 0.1% | 11K | +717% | |||
| 104 | — | ISHARES TR - S&P 500 GRWT ETF | — | $1.2M | 0.1% | 8,822 | -0.2% | |||
| 105 | $MU | MICRON TECHNOLOGY INC | Technology | $1.2M | 0.1% | 1,044 | -0.4% | |||
| 106 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.2M | 0.1% | 3,407 | +11% | |||
| 107 | $DECK | DECKERS OUTDOOR CORP | Consumer Discretionary | $1.2M | 0.1% | 12K | -2% | |||
| 108 | $INTC | INTEL CORP | Technology | $1.2M | 0.1% | 8,494 | +74% | |||
| 109 | $ORCL | ORACLE CORP | Technology | $1.1M | 0.1% | 7,425 | +21% | |||
| 110 | $DTB | DTE ENERGY CO | Utilities | $1.1M | 0.1% | 7,126 | -4% | |||
| 111 | — | ISHARES TR - ESG AW MSCI EAFE | — | $1.0M | 0.1% | 10K | — | |||
| 112 | $XPO | XPO, Inc. | Industrials | $929K | 0.1% | 4,524 | -28% | |||
| 113 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $889K | 0.0% | 24K | -3% | |||
| 114 | $AXP | AMERICAN EXPRESS CO | Financials | $885K | 0.0% | 2,616 | -23% | |||
| 115 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $858K | 0.0% | 31K | -2% | |||
| 116 | $MRK | Merck & Co., Inc. | Healthcare | $814K | 0.0% | 6,333 | +29% | |||
| 117 | $LECO | LINCOLN ELECTRIC HOLDINGS INC | Industrials | $797K | 0.0% | 3,000 | — | |||
| 118 | $CVX | CHEVRON CORP | Energy | $794K | 0.0% | 4,789 | -6% | |||
| 119 | — | TIMOTHY PLAN - US LRGMD CP CORE | — | $767K | 0.0% | 15K | +0.5% | |||
| 120 | $SCHW | SCHWAB CHARLES CORP | Financials | $752K | 0.0% | 8,149 | +142% | |||
| 121 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $688K | 0.0% | 12K | +5% | |||
| 122 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $657K | 0.0% | 3,549 | -20% | |||
| 123 | $CSCO | CISCO SYSTEMS, INC. | Technology | $643K | 0.0% | 5,474 | +17% | |||
| 124 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $627K | 0.0% | 17K | -6% | |||
| 125 | $PM | Philip Morris International Inc. | Consumer Staples | $618K | 0.0% | 3,415 | +7% | |||
| 126 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $585K | 0.0% | 1,008 | New | |||
| 127 | $AMGN | AMGEN INC | Healthcare | $578K | 0.0% | 1,595 | New | |||
| 128 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $569K | 0.0% | 11K | — | |||
| 129 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $560K | 0.0% | 18K | -0.2% | |||
| 130 | $ETR | ENTERGY CORP /DE/ | Utilities | $541K | 0.0% | 4,709 | +0.0% | |||
| 131 | — | ISHARES TR - SELECT US REIT | — | $528K | 0.0% | 7,814 | -2% | |||
| 132 | $PEP | PEPSICO INC | Consumer Staples | $522K | 0.0% | 3,858 | +22% | |||
| 133 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $522K | 0.0% | 6,475 | +318% | |||
| 134 | — | ISHARES TR - S&P MC 400VL ETF | — | $514K | 0.0% | 3,482 | — | |||
| 135 | — | SPDR SERIES TRUST - ST STR SP SEMI | — | $509K | 0.0% | 817 | +1% | |||
| 136 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $508K | 0.0% | 2,270 | New | |||
| 137 | — | VANGUARD INDEX FDS - SML CP GRW ETF | — | $506K | 0.0% | 1,384 | -0.6% | |||
| 138 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $495K | 0.0% | 704 | — | |||
| 139 | $C | CITIGROUP INC | Financials | $495K | 0.0% | 3,536 | New | |||
| 140 | $SO | SOUTHERN CO | Utilities | $491K | 0.0% | 5,133 | +6% | |||
| 141 | $DTM | DT Midstream, Inc. | Energy | $485K | 0.0% | 3,303 | +0.2% | |||
| 142 | $IVZ | Invesco Ltd. | Financials | $444K | 0.0% | 21K | — | |||
| 143 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $439K | 0.0% | 8,024 | +2% | |||
| 144 | — | ISHARES TR - ISHARES SEMICDTR | — | $438K | 0.0% | 683 | — | |||
| 145 | $WMT | Walmart Inc. | Consumer Staples | $437K | 0.0% | 3,861 | +14% | |||
| 146 | $DE | DEERE & CO | Industrials | $431K | 0.0% | 680 | — | |||
| 147 | $GLD | SPDR GOLD TRUST | Financials | $425K | 0.0% | 1,155 | -0.9% | |||
| 148 | $MPC | Marathon Petroleum Corp | Energy | $416K | 0.0% | 1,627 | — | |||
| 149 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $416K | 0.0% | 4,824 | +493% | |||
| 150 | $MMM | 3M CO | Healthcare | $412K | 0.0% | 2,546 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 30 new, 50 added to, 109 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.
New positions (30)
$AMDADVANCED MICRO DEVICES INC$585K
first bought this quarter
$AMGNAMGEN INC$578K
first bought this quarter
$ADPAUTOMATIC DATA PROCESSING INC$508K
first bought this quarter
$CCITIGROUP INC$495K
first bought this quarter
$MMM3M CO$412K
first bought this quarter
$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$382K
first bought this quarter
+24 more in the Excel export
Added to (50)
now $44.5M
- VANGUARD INDEX FDS - VALUE ETF+37%
now $56.3M
$KLACKLA CORP+811%
now $9.5M
- ISHARES TR - IBONDS DEC 2034+21%
now $34.0M
- ISHARES TR - RUS 1000 GRW ETF+289%
now $5.2M
- ISHARES TR - IBONDS DEC 2033+7%
now $38.1M
+44 more in the Excel export
Holdings by quarter
Every 13F SIGMA INVESTMENT COUNSELORS INC has filed, 41 earlier quarters. Pick one to see what it held then.
Portfolio Overview
SIGMA INVESTMENT COUNSELORS INC disclosed 218 positions worth $2.1B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 30 new positions and exited 6 — including a new stake in $AMD and a full exit from $T. The portfolio is most concentrated in Other (76.9% of disclosed assets). All figures are sourced directly from SIGMA INVESTMENT COUNSELORS INC’s Form 13F-HR filing with the SEC under CIK 1085163.
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AI-Powered Hedge Fund Analysis: SIGMA INVESTMENT COUNSELORS INC
13F Pro is an AI hedge fund tracker and stock research platform. For SIGMA INVESTMENT COUNSELORS INC (SEC CIK: 1085163), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in SIGMA INVESTMENT COUNSELORS INC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.