Universe · entity
SIGMA INVESTMENT COUNSELORS INC
Institutional manager (13F) · CIK 1085163
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.7B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $383M | 586,856 |
| 2 | VANGUARD TAX-MANAGED FDS | $145M | 2,257,633 |
| 3 | ISHARES TR | $132M | 1,958,083 |
| 4 | ISHARES TR | $69M | 556,913 |
| 5 | VANGUARD INTL EQUITY INDEX F | $44M | 822,212 |
| 6 | ISHARES TR | $42M | 407,325 |
| 7 | SPDR SERIES TRUST | $41M | 1,659,855 |
| 8 | ISHARES TR | $38M | 1,511,640 |
| 9 | ISHARES TR | $38M | 1,816,012 |
| 10 | ISHARES TR | $38M | 105,534 |
| 11 | VANGUARD INDEX FDS | $37M | 188,615 |
| 12 | ISHARES TR | $36M | 1,643,783 |
| 13 | ISHARES TR | $36M | 1,543,187 |
| 14 | ISHARES TR | $36M | 1,385,129 |
| 15 | ISHARES TR | $32M | 1,278,339 |
| 16 | ISHARES TR | $31M | 1,295,766 |
| 17 | ISHARES TR | $28M | 1,081,985 |
| 18 | ISHARES TR | $28M | 1,157,018 |
| 19 | APPLE INC | $28M | 109,912 |
| 20 | NVIDIA CORPORATION | $26M | 149,065 |
| 21 | ISHARES TR | $25M | 260,044 |
| 22 | ISHARES TR | $23M | 249,208 |
| 23 | INVESCO EXCHANGE TRADED FD T | $22M | 116,839 |
| 24 | MICROSOFT CORP | $19M | 50,742 |
| 25 | VANGUARD INDEX FDS | $17M | 51,744 |
| 26 | AMAZON COM INC | $16M | 77,411 |
| 27 | INVESCO QQQ TR | $15M | 25,445 |
| 28 | ISHARES TR | $15M | 59,038 |
| 29 | ARES CAPITAL CORP | $15M | 807,352 |
| 30 | JPMORGAN CHASE & CO | $15M | 49,384 |
| 31 | CATERPILLAR INC | $14M | 19,856 |
| 32 | STRYKER CORPORATION | $13M | 39,893 |
| 33 | COSTCO WHOLESALE CORPORATION | $12M | 12,449 |
| 34 | GOLUB CAP BDC INC | $12M | 936,373 |
| 35 | TJX COS INC NEW | $12M | 72,959 |
| 36 | ISHARES GOLD TR | $11M | 244,500 |
| 37 | META PLATFORMS INC | $11M | 18,828 |
| 38 | ISHARES GOLD TR | $10M | 118,050 |
| 39 | STATE STR SPDR S&P 500 ETF T | $10M | 15,931 |
| 40 | ALPHABET INC | $10M | 35,921 |
| 41 | GOLDMAN SACHS GROUP INC | $10M | 11,742 |
| 42 | SYNOPSYS INC | $10M | 24,098 |
| 43 | VANGUARD SCOTTSDALE FDS | $8M | 102,008 |
| 44 | VANGUARD WHITEHALL FDS | $8M | 55,527 |
| 45 | UNITED RENTALS INC | $7M | 10,089 |
| 46 | INTUITIVE SURGICAL INC | $7M | 15,941 |
| 47 | ABBVIE INC | $7M | 33,729 |
| 48 | ISHARES INC | $7M | 103,770 |
| 49 | LOWES COS INC | $7M | 30,631 |
| 50 | GALLAGHER ARTHUR J & CO | $7M | 31,251 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.