Institutional Fund
Sigma Investment Counselors Inc
Northville, MICIK 10851635 filings on record
Portfolio Value
$1.89B
Q1 2026
Holdings
194
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-3.8%
from $1.97B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr20.3%
- Vanguard Tax-Managed Fds7.6%
- Ishares Tr7.0%
- Ishares Tr3.7%
- Vanguard Intl Equity Index F2.3%
- Ishares Tr2.2%
- Other56.9%
Portfolio Holdings
194 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 586.9K | $383.34M | 20.3% | −15.7K | Reduced |
| 2 | Vanguard Tax-Managed Fds | 2.26M | $144.67M | 7.6% | +36.4K | Added |
| 3 | Ishares Tr | 1.96M | $132.23M | 7.0% | −77.2K | Reduced |
| 4 | Ishares Tr | 556.9K | $69.23M | 3.7% | −19.1K | Reduced |
| 5 | Vanguard Intl Equity Index F | 822.2K | $44.44M | 2.3% | +12.6K | Added |
| 6 | Ishares Tr | 407.3K | $42.13M | 2.2% | +6.9K | Added |
| 7 | Spdr Series Trust | 1.66M | $41.46M | 2.2% | +26.9K | Added |
| 8 | Ishares Tr | 1.51M | $38.20M | 2.0% | +65.1K | Added |
| 9 | Ishares Tr | 1.82M | $38.01M | 2.0% | +62.3K | Added |
| 10 | Ishares Tr | 105.5K | $37.63M | 2.0% | −3.0K | Reduced |
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