SIGMA INVESTMENT COUNSELORS INC

All 13F Filings

Location
Northville, MI
Most recent 13F
Q1 2026
Holdings value ($000)
1,892,858
Description
Website
Founded
Chairman
CEO
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
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 404.8 K 21.4% 0 395.6 K -395.6 K
ETFs 1.216 M 64.2% 305.1 K 0 305.1 K
Debt 271.9 K 14.4% 15.26 K 0 15.26 K
Other 216 0.0% 0 31 -31
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Fund Snapshot

Q1 2026
Latest filed
4/29/2026
Total value ($000)
1,892,858
Holdings
194
QoQ value change ($000)
-75,342 (-3.8%)
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.