SIGMA INVESTMENT COUNSELORS INC

All 13F Filings

Location
Northville, MI
Most recent 13F
Q3 2026
Holdings value ($000)
2,137,687
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q3 2026 10/27/2026 218 2,137,687 13F-HR SIGMA INVESTMENT COUNSELORS INC
Q2 2026 7/28/2026 218 2,051,875 13F-HR SIGMA INVESTMENT COUNSELORS INC
Q1 2026 4/29/2026 194 1,892,858 13F-HR SIGMA INVESTMENT COUNSELORS INC
Q4 2025 2/3/2026 202 1,968,200 13F-HR SIGMA INVESTMENT COUNSELORS INC
Q3 2025 10/29/2025 198 1,927,041 13F-HR SIGMA INVESTMENT COUNSELORS INC
Q2 2025 7/29/2025 196 1,817,141 13F-HR SIGMA INVESTMENT COUNSELORS INC
Q2 2014 8/1/2014 109 512,239 13F-HR SIGMA INVESTMENT COUNSELORS INC
Q1 2014 5/7/2014 109 494,693 13F-HR SIGMA INVESTMENT COUNSELORS INC
Q4 2013 2/4/2014 108 464,280 13F-HR SIGMA INVESTMENT COUNSELORS INC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 475.5 K 22.2% 43.94 K 0 43.94 K
ETFs 1.387 M 64.9% 51.42 K 0 51.42 K
Debt 274.8 K 12.9% 0 9.545 K -9.545 K
Other 205 0.0% 0 0 0
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Fund Snapshot

Q3 2026
Latest filed
10/27/2026
Total value ($000)
2,137,687
Holdings
218
QoQ value change ($000)
85,812 (4.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.