StockDriftsStockDriftsTop 50 Sigma Investment Counselors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 19.35% | 530.2K | $397.0M | -9.66%(-56.70K) | $271.71(+186.67%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 7.8% | 2.25M | $160.1M | -0.48%(-10.79K) | $44.43(+66.56%) | 2026-06-30 | |
| IJH | ISHARES TR | 7.13% | 1.90M | $146.3M | -3.10%(-60.67K) | $37.92(+107.16%) | 2026-06-30 | |
| IJR | ISHARES TR | 3.89% | 538.8K | $79.9M | -3.25%(-18.09K) | $73.02(+105.38%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 2.75% | 258.5K | $56.3M | +37.05%(+69.88K) | $155.99(+45.85%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.36% | 812.5K | $48.5M | -1.18%(-9.71K) | $48.23(+25.20%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.17% | 209.1K | $44.5M | +78.94%(+92.23K) | $181.73(+22.03%) | 2026-06-30 | |
| STIP | ISHARES TR | 2.08% | 416.9K | $42.6M | +2.36%(+9.61K) | $102.73(-1.94%) | 2026-06-30 | |
| IWB | ISHARES TR | 2.07% | 103.5K | $42.4M | -1.90%(-2.00K) | $162.93(+160.73%) | 2026-06-30 | |
| SJNK | SPDR SERIES TRUST | 2.05% | 1.68M | $42.1M | +1.32%(+21.88K) | $27.12(-8.19%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.89% | +43.86% | +6.57% | +37.46% |
| Top 20 Holdings Unweighted | +9.51% | +31.35% | +4.28% | +23.32% |
Sigma Investment Counselors INC reports $2.05B in US-listed equity holdings across 218 positions in its most recent 13F filing. Its largest disclosed positions are IVV (19.4%), VEA (7.8%) and IJH (7.1%). The top 20 holdings account for 68.55% of reported assets. Its disclosed equity book has returned +43.86% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sigma Investment Counselors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1085163). View Sigma Investment Counselors INC’s 13F filings on SEC