Sponsored

The Analysis of SIGMA INVESTMENT COUNSELORS INC's Holdings & P&L

Currently, SIGMA INVESTMENT COUNSELORS INC holds 194 types of securities in its portfolio with a total value $1.9B. In the most recent quarter, they have increased their positions in IBDZ (+428.1K shares, valued at $11.2M), CRWD (+8.9K shares, valued at $3.5M), IBDY (+98.6K shares, valued at $2.5M); decreased their positions in IVV (-15.7K shares, valued at $10.3M), IJH (-77.2K shares, valued at $5.2M), ROP (-9.9K shares, valued at $3.5M); initiated new positions in CRWD (+8.9K shares, valued at $3.5M), INTC (+4.9K shares, valued at $216.0K), PSX (+1.2K shares, valued at $214.1K).

1M P&L

+35.7M+1.82%

3M P&L

+50.9M+2.61%

HY P&L

+152.3M+8.23%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.4B

79.6%

2Software - Infrastructure33.0M

1.8%

3Consumer Electronics27.9M

1.6%

Top Industries by Stock Count

1N/A89 stocks

50.9%

2Utilities - Regulated Electric6 stocks

3.4%

3Software - Infrastructure5 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR586.9K shares-2.60%2026-03-312026-04-29

VEA VANGUARD TAX-MANAGED FDS2.3M shares1.64%2026-03-312026-04-29

IJH ISHARES TR2.0M shares-3.79%2026-03-312026-04-29

IJR ISHARES TR556.9K shares-3.32%2026-03-312026-04-29

VWO VANGUARD INTL EQUITY INDEX F822.2K shares1.55%2026-03-312026-04-29

STIP ISHARES TR407.3K shares1.71%2026-03-312026-04-29

SJNK SPDR SERIES TRUST1.7M shares1.65%2026-03-312026-04-29

IBDX ISHARES TR1.5M shares4.50%2026-03-312026-04-29

Sponsored

IBDW ISHARES TR1.8M shares3.55%2026-03-312026-04-29

IWB ISHARES TR105.5K shares-2.78%2026-03-312026-04-29

VTV VANGUARD INDEX FDS188.6K shares-2.23%2026-03-312026-04-29

IBDV ISHARES TR1.6M shares1.20%2026-03-312026-04-29

IBDU ISHARES TR1.5M shares1.88%2026-03-312026-04-29

IBDY ISHARES TR1.4M shares7.66%2026-03-312026-04-29

IBDT ISHARES TR1.3M shares2.35%2026-03-312026-04-29

IBDS ISHARES TR1.3M shares1.45%2026-03-312026-04-29

Sponsored

IBDZ ISHARES TR1.1M shares65.47%2026-03-312026-04-29

IBDR ISHARES TR1.2M shares-3.98%2026-03-312026-04-29

AAPL APPLE INC109.9K shares-6.75%2026-03-312026-04-29

NVDA NVIDIA CORPORATION149.1K shares-7.32%2026-03-312026-04-29

IWR ISHARES TR260.0K shares-2.59%2026-03-312026-04-29

IEFA ISHARES TR249.2K shares-1.07%2026-03-312026-04-29

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T116.8K shares7.33%2026-03-312026-04-29

MSFT MICROSOFT CORP50.7K shares1.03%2026-03-312026-04-29

Sponsored

VTI VANGUARD INDEX FDS51.7K shares-14.51%2026-03-312026-04-29

AMZN AMAZON COM INC77.4K shares-0.47%2026-03-312026-04-29

INVESCO QQQ TR INVESCO QQQ TR25.4K shares-16.56%2026-03-312026-04-29

IWM ISHARES TR59.0K shares-2.07%2026-03-312026-04-29

ARCC ARES CAPITAL CORP807.4K shares1.86%2026-03-312026-04-29

JPM JPMORGAN CHASE & CO49.4K shares-5.21%2026-03-312026-04-29

CAT CATERPILLAR INC19.9K shares-9.13%2026-03-312026-04-29

SYK STRYKER CORPORATION39.9K shares-1.96%2026-03-312026-04-29

Sponsored

COST COSTCO WHOLESALE CORPORATION12.4K shares-4.79%2026-03-312026-04-29

GBDC GOLUB CAP BDC INC936.4K shares5.31%2026-03-312026-04-29

TJX TJX COS INC NEW73.0K shares-4.35%2026-03-312026-04-29

IAUM ISHARES GOLD TR244.5K shares-6.01%2026-03-312026-04-29

META META PLATFORMS INC18.8K shares-17.26%2026-03-312026-04-29

ISHARES GOLD TR ISHARES GOLD TR118.0K shares-2.90%2026-03-312026-04-29

SPY STATE STR SPDR S&P 500 ETF T15.9K shares-0.98%2026-03-312026-04-29

ALPHABET INC ALPHABET INC35.9K shares-5.19%2026-03-312026-04-29

Sponsored

GS GOLDMAN SACHS GROUP INC11.7K shares-5.65%2026-03-312026-04-29

SNPS SYNOPSYS INC24.1K shares-5.65%2026-03-312026-04-29

VCIT VANGUARD SCOTTSDALE FDS102.0K shares-7.88%2026-03-312026-04-29

VYM VANGUARD WHITEHALL FDS55.5K shares-7.58%2026-03-312026-04-29

URI UNITED RENTALS INC10.1K shares-5.50%2026-03-312026-04-29

ISRG INTUITIVE SURGICAL INC15.9K shares-6.04%2026-03-312026-04-29

ABBV ABBVIE INC33.7K shares-5.90%2026-03-312026-04-29

IEMG ISHARES INC103.8K shares-2.79%2026-03-312026-04-29

Sponsored

LOW LOWES COS INC30.6K shares-6.23%2026-03-312026-04-29

AJG GALLAGHER ARTHUR J & CO31.3K shares-4.38%2026-03-312026-04-29

XOM EXXON MOBIL CORP39.4K shares-23.33%2026-03-312026-04-29

VCSH VANGUARD SCOTTSDALE FDS82.0K shares-14.32%2026-03-312026-04-29

VANGUARD INDEX FDS VANGUARD INDEX FDS10.3K shares-4.19%2026-03-312026-04-29

SNA SNAP ON INC16.6K shares-4.18%2026-03-312026-04-29

UPS UNITED PARCEL SVCS INC59.0K shares-0.41%2026-03-312026-04-29

NUE NUCOR CORP32.9K shares-3.33%2026-03-312026-04-29

Sponsored

NEE NEXTERA ENERGY INC58.4K shares-4.26%2026-03-312026-04-29

BROADCOM INC BROADCOM INC17.3K shares-3.80%2026-03-312026-04-29

ARISTA NETWORKS INC ARISTA NETWORKS INC41.5K shares-6.05%2026-03-312026-04-29

XLE SELECT SECTOR SPDR TR83.1K shares-11.15%2026-03-312026-04-29

KLAC KLA CORP3.5K shares-8.53%2026-03-312026-04-29

V VISA INC16.8K shares4.01%2026-03-312026-04-29

DHR DANAHER CORP DEL26.3K shares-4.54%2026-03-312026-04-29

KO COCA COLA CO64.8K shares-4.10%2026-03-312026-04-29

Sponsored

SHYG ISHARES TR110.2K shares-0.87%2026-03-312026-04-29

CENCORA INC CENCORA INC14.6K shares-6.38%2026-03-312026-04-29

PG PROCTER & GAMBLE CO31.7K shares-2.35%2026-03-312026-04-29

IWF ISHARES TR10.7K shares-1.42%2026-03-312026-04-29

VRTX VERTEX PHARMACEUTICALS INC9.6K shares-4.03%2026-03-312026-04-29

ITOT ISHARES TR29.2K shares-22.20%2026-03-312026-04-29

TDG TRANSDIGM GROUP INC3.5K shares-4.32%2026-03-312026-04-29

EFA ISHARES TR40.9K shares-13.25%2026-03-312026-04-29

Sponsored

PLD PROLOGIS INC.28.3K shares-4.60%2026-03-312026-04-29

XLK SELECT SECTOR SPDR TR28.1K shares-4.88%2026-03-312026-04-29

NOW SERVICENOW INC35.3K shares75.10%2026-03-312026-04-29

CRWD CROWDSTRIKE HLDGS INC8.9K sharesnew addition2026-03-312026-04-29

EATON CORP PLC EATON CORP PLC9.3K shares-4.49%2026-03-312026-04-29

UNH UNITEDHEALTH GROUP INC12.1K shares-7.48%2026-03-312026-04-29

SLB SLB LIMITED62.3K shares-2.40%2026-03-312026-04-29

SCHX SCHWAB STRATEGIC TR119.6K shares-40.38%2026-03-312026-04-29

Sponsored

KMI KINDER MORGAN INC DEL90.4K shares-7.14%2026-03-312026-04-29

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T62.6K shares-3.10%2026-03-312026-04-29

TIP ISHARES TR26.8K shares-7.81%2026-03-312026-04-29

IVE ISHARES TR12.3K shares-0.48%2026-03-312026-04-29

PSA PUBLIC STORAGE OPER CO9.6K shares-5.82%2026-03-312026-04-29

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC23.2K shares21.45%2026-03-312026-04-29

SUB ISHARES TR23.3K shares32.99%2026-03-312026-04-29

JNJ JOHNSON & JOHNSON9.8K shares-0.11%2026-03-312026-04-29

Sponsored

ALPHABET INC ALPHABET INC8.2K shares-0.24%2026-03-312026-04-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.4K shares-8.90%2026-03-312026-04-29

LII LENNOX INTL INC4.4K shares0.00%2026-03-312026-04-29

TSLA TESLA INC5.4K shares-0.17%2026-03-312026-04-29

PGR PROGRESSIVE CORP9.7K shares-6.63%2026-03-312026-04-29

SCHB SCHWAB STRATEGIC TR75.0K shares-46.51%2026-03-312026-04-29

XLF SELECT SECTOR SPDR TR36.8K shares16.57%2026-03-312026-04-29

IDEV ISHARES TR21.4K shares-7.66%2026-03-312026-04-29

Sponsored

CPRT COPART INC52.7K shares-11.50%2026-03-312026-04-29

XLC SELECT SECTOR SPDR TR15.1K shares-3.59%2026-03-312026-04-29

RTX RTX CORPORATION7.1K shares0.86%2026-03-312026-04-29

IWD ISHARES TR5.9K shares-0.76%2026-03-312026-04-29

DECK DECKERS OUTDOOR CORP12.3K shares-9.77%2026-03-312026-04-29

ROP ROPER TECHNOLOGIES INC3.4K shares-74.23%2026-03-312026-04-29

XPO XPO INC6.3K shares0.00%2026-03-312026-04-29

LLY ELI LILLY & CO1.3K shares-3.31%2026-03-312026-04-29

Sponsored

DTE DTE ENERGY CO7.4K shares-3.50%2026-03-312026-04-29

CVX CHEVRON CORPORATION5.1K shares-0.61%2026-03-312026-04-29

AXP AMERICAN EXPRESS CO3.4K shares-0.06%2026-03-312026-04-29

HD HOME DEPOT INC3.1K shares0.79%2026-03-312026-04-29

IVW ISHARES TR8.8K shares13.46%2026-03-312026-04-29

ESGD ISHARES TR10.2K shares4.08%2026-03-312026-04-29

ORCL ORACLE CORP6.2K shares0.60%2026-03-312026-04-29

VGT VANGUARD WORLD FD1.3K shares-25.37%2026-03-312026-04-29

Sponsored

SCHF SCHWAB STRATEGIC TR31.5K shares-42.59%2026-03-312026-04-29

SCHM SCHWAB STRATEGIC TR24.9K shares-38.85%2026-03-312026-04-29

LECO LINCOLN ELEC HLDGS INC3.0K shares0.00%2026-03-312026-04-29

XLI SELECT SECTOR SPDR TR4.4K shares26.36%2026-03-312026-04-29

TPLC TIMOTHY PLAN15.1K shares2.43%2026-03-312026-04-29

MERCK & CO INC MERCK & CO INC4.9K shares0.00%2026-03-312026-04-29

VTEB VANGUARD MUN BD FDS11.2K shares-8.34%2026-03-312026-04-29

BAC BANK AMERICA CORP11.4K shares-4.65%2026-03-312026-04-29

Sponsored

SCHD SCHWAB STRATEGIC TR17.7K shares-8.47%2026-03-312026-04-29

SCHA SCHWAB STRATEGIC TR18.5K shares-47.22%2026-03-312026-04-29

ETR ENTERGY CORP NEW4.7K shares0.00%2026-03-312026-04-29

PM PHILIP MORRIS INTL INC3.2K shares-10.12%2026-03-312026-04-29

GLD SPDR GOLD TR1.2K shares5.42%2026-03-312026-04-29

ICF ISHARES TR8.0K shares-23.70%2026-03-312026-04-29

PEP PEPSICO INC3.2K shares0.00%2026-03-312026-04-29

SO SOUTHERN CO4.8K shares0.08%2026-03-312026-04-29

Sponsored

IJJ ISHARES TR3.5K shares0.00%2026-03-312026-04-29

LMT LOCKHEED MARTIN CORP757 shares0.00%2026-03-312026-04-29

BSCX INVESCO EXCH TRD SLF IDX FD21.1K shares0.00%2026-03-312026-04-29

VO VANGUARD INDEX FDS1.6K shares-2.64%2026-03-312026-04-29

DTM DT MIDSTREAM INC3.3K shares-2.60%2026-03-312026-04-29

MA MASTERCARD INCORPORATED882 shares-2.76%2026-03-312026-04-29

MDY STATE STR SPDR S&P MIDCAP 40704 shares0.00%2026-03-312026-04-29

VBK VANGUARD INDEX FDS1.4K shares-19.99%2026-03-312026-04-29

Sponsored

WMT WALMART INC3.4K shares-11.75%2026-03-312026-04-29

GGG GRACO INC4.8K shares-14.62%2026-03-312026-04-29

MPC MARATHON PETE CORP1.6K shares0.00%2026-03-312026-04-29

BSCQ INVESCO EXCH TRD SLF IDX FD20.0K shares-0.73%2026-03-312026-04-29

BSCU INVESCO EXCH TRD SLF IDX FD23.1K shares-5.28%2026-03-312026-04-29

BP BP PLC8.2K shares0.00%2026-03-312026-04-29

NFLX NETFLIX INC.4.0K shares-16.02%2026-03-312026-04-29

DE DEERE & CO680 shares0.00%2026-03-312026-04-29

Sponsored

IBMT ISHARES TR14.6K shares48.68%2026-03-312026-04-29

BLACKSTONE INC BLACKSTONE INC3.3K shares-1.21%2026-03-312026-04-29

BSCR INVESCO EXCH TRD SLF IDX FD19.0K shares0.00%2026-03-312026-04-29

KR KROGER CO5.1K shares2.00%2026-03-312026-04-29

CSCO CISCO SYS INC4.7K shares-0.34%2026-03-312026-04-29

ESGE ISHARES INC7.9K shares3.96%2026-03-312026-04-29

VUG VANGUARD INDEX FDS814 shares-56.00%2026-03-312026-04-29

MU MICRON TECHNOLOGY INC1.0K shares-0.76%2026-03-312026-04-29

Sponsored

MUB ISHARES TR3.3K shares-26.39%2026-03-312026-04-29

XLV SELECT SECTOR SPDR TR2.3K shares-38.32%2026-03-312026-04-29

BSCS INVESCO EXCH TRD SLF IDX FD16.5K shares-5.97%2026-03-312026-04-29

T AT&T INC11.4K shares-15.09%2026-03-312026-04-29

HDV ISHARES TR2.4K shares0.00%2026-03-312026-04-29

VXF VANGUARD INDEX FDS1.6K shares-43.32%2026-03-312026-04-29

HON HONEYWELL INTL INC1.4K shares0.00%2026-03-312026-04-29

SCHW SCHWAB CHARLES CORP3.4K shares0.00%2026-03-312026-04-29

Sponsored

BSCT INVESCO EXCH TRD SLF IDX FD16.6K shares0.00%2026-03-312026-04-29

ED CONSOLIDATED EDISON INC2.7K shares0.15%2026-03-312026-04-29

IJK ISHARES TR3.0K shares-38.44%2026-03-312026-04-29

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.3K shares-0.13%2026-03-312026-04-29

BSCV INVESCO EXCH TRD SLF IDX FD18.0K shares0.00%2026-03-312026-04-29

EEM ISHARES TR5.2K shares-8.71%2026-03-312026-04-29

PLTR PALANTIR TECHNOLOGIES INC2.0K shares-35.08%2026-03-312026-04-29

DIS DISNEY WALT CO3.0K shares-0.99%2026-03-312026-04-29

Sponsored

GEV GE VERNOVA INC332 shares0.00%2026-03-312026-04-29

DVY ISHARES TR1.8K shares-9.78%2026-03-312026-04-29

IWO ISHARES TR880 shares0.00%2026-03-312026-04-29

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.4K shares-7.49%2026-03-312026-04-29

ECL ECOLAB INC1.0K shares0.00%2026-03-312026-04-29

GE AEROSPACE GE AEROSPACE939 shares-0.42%2026-03-312026-04-29

XSD SPDR SERIES TRUST807 shares0.00%2026-03-312026-04-29

SCHE SCHWAB STRATEGIC TR8.0K shares-25.25%2026-03-312026-04-29

Sponsored

LNT ALLIANT ENERGY CORP3.6K shares0.00%2026-03-312026-04-29

IWS ISHARES TR1.7K shares0.00%2026-03-312026-04-29

PAYX PAYCHEX INC2.6K shares0.00%2026-03-312026-04-29

VOT VANGUARD INDEX FDS928 shares0.00%2026-03-312026-04-29

IWN ISHARES TR1.3K shares-6.75%2026-03-312026-04-29

CL COLGATE PALMOLIVE CO2.8K shares0.00%2026-03-312026-04-29

GRF EAGLE CAP GROWTH FD INC23.1K shares6.40%2026-03-312026-04-29

IYW ISHARES TR1.3K shares0.00%2026-03-312026-04-29

Sponsored

BA BOEING CO1.1K shares-54.55%2026-03-312026-04-29

SOXX ISHARES TR683 shares-18.01%2026-03-312026-04-29

XME SPDR SERIES TRUST2.1K shares-67.44%2026-03-312026-04-29

IWP ISHARES TR1.7K shares0.00%2026-03-312026-04-29

INTC INTEL CORP4.9K sharesnew addition2026-03-312026-04-29

STERIS PLC STERIS PLC975 shares0.00%2026-03-312026-04-29

PSX PHILLIPS 661.2K sharesnew addition2026-03-312026-04-29

WM WASTE MGMT INC DEL928 shares0.00%2026-03-312026-04-29

Sponsored

VOE VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-04-29

TPIF TIMOTHY PLAN5.8K shares0.03%2026-03-312026-04-29

IVV

ISHARES TR

-2.60%

Shares586.9K

Event2026-03-31

Filed2026-04-29

VEA

VANGUARD TAX-MANAGED FDS

1.64%

Shares2.3M

Event2026-03-31

Filed2026-04-29

IJH

ISHARES TR

-3.79%

Shares2.0M

Event2026-03-31

Filed2026-04-29

IJR

ISHARES TR

-3.32%

Shares556.9K

Event2026-03-31

Filed2026-04-29

VWO

VANGUARD INTL EQUITY INDEX F

1.55%

Shares822.2K

Event2026-03-31

Filed2026-04-29

STIP

ISHARES TR

1.71%

Shares407.3K

Event2026-03-31

Filed2026-04-29

SJNK

SPDR SERIES TRUST

1.65%

Shares1.7M

Event2026-03-31

Filed2026-04-29

IBDX

ISHARES TR

4.50%

Shares1.5M

Event2026-03-31

Filed2026-04-29

IBDW

ISHARES TR

3.55%

Shares1.8M

Event2026-03-31

Filed2026-04-29

IWB

ISHARES TR

-2.78%

Shares105.5K

Event2026-03-31

Filed2026-04-29

VTV

VANGUARD INDEX FDS

-2.23%

Shares188.6K

Event2026-03-31

Filed2026-04-29

IBDV

ISHARES TR

1.20%

Shares1.6M

Event2026-03-31

Filed2026-04-29

IBDU

ISHARES TR

1.88%

Shares1.5M

Event2026-03-31

Filed2026-04-29

IBDY

ISHARES TR

7.66%

Shares1.4M

Event2026-03-31

Filed2026-04-29

IBDT

ISHARES TR

2.35%

Shares1.3M

Event2026-03-31

Filed2026-04-29

IBDS

ISHARES TR

1.45%

Shares1.3M

Event2026-03-31

Filed2026-04-29

IBDZ

ISHARES TR

65.47%

Shares1.1M

Event2026-03-31

Filed2026-04-29

IBDR

ISHARES TR

-3.98%

Shares1.2M

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

-6.75%

Shares109.9K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

-7.32%

Shares149.1K

Event2026-03-31

Filed2026-04-29

IWR

ISHARES TR

-2.59%

Shares260.0K

Event2026-03-31

Filed2026-04-29

IEFA

ISHARES TR

-1.07%

Shares249.2K

Event2026-03-31

Filed2026-04-29

INVESCO EXCHANGE TRADED FD T

7.33%

Shares116.8K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

1.03%

Shares50.7K

Event2026-03-31

Filed2026-04-29

VTI

VANGUARD INDEX FDS

-14.51%

Shares51.7K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

-0.47%

Shares77.4K

Event2026-03-31

Filed2026-04-29

INVESCO QQQ TR

-16.56%

Shares25.4K

Event2026-03-31

Filed2026-04-29

IWM

ISHARES TR

-2.07%

Shares59.0K

Event2026-03-31

Filed2026-04-29

ARCC

ARES CAPITAL CORP

1.86%

Shares807.4K

Event2026-03-31

Filed2026-04-29

JPM

JPMORGAN CHASE & CO

-5.21%

Shares49.4K

Event2026-03-31

Filed2026-04-29

CAT

CATERPILLAR INC

-9.13%

Shares19.9K

Event2026-03-31

Filed2026-04-29

SYK

STRYKER CORPORATION

-1.96%

Shares39.9K

Event2026-03-31

Filed2026-04-29

COST

COSTCO WHOLESALE CORPORATION

-4.79%

Shares12.4K

Event2026-03-31

Filed2026-04-29

GBDC

GOLUB CAP BDC INC

5.31%

Shares936.4K

Event2026-03-31

Filed2026-04-29

TJX

TJX COS INC NEW

-4.35%

Shares73.0K

Event2026-03-31

Filed2026-04-29

IAUM

ISHARES GOLD TR

-6.01%

Shares244.5K

Event2026-03-31

Filed2026-04-29