SIGMA INVESTMENT COUNSELORS INC

CIK 0001085163 • 6 13F filings • Apr 30, 2025 – Jul 28, 2026

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Filer information

Filed by: SIGMA INVESTMENT COUNSELORS INC, CEO
Address: 186 E MAIN ST, SUITE 200, NORTHVILLE, MI, 48167
Phone: 248-223-0122
AUM: $1.97B

AUM over time

$2.05B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $1.64B187 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$409K	0.0%	3,085 SH
ABBVIE INC	COM	$7.7M	0.5%	36,529 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$524K	0.0%	1,678 SH
ADOBE INC	COM	$3.2M	0.2%	8,367 SH
ALLIANT ENERGY CORP	COM	$230K	0.0%	3,580 SH
ALPHABET INC	CAP STK CL A	$5.7M	0.4%	37,028 SH
ALPHABET INC	CAP STK CL C	$1.3M	0.1%	8,288 SH
AMAZON COM INC	COM	$14.4M	0.9%	75,877 SH
AMERICAN EXPRESS CO	COM	$889K	0.1%	3,306 SH
APPLE INC	COM	$25.8M	1.6%	116,215 SH
ARES CAPITAL CORP	COM	$16.0M	1.0%	722,406 SH
ARISTA NETWORKS INC	COM SHS	$3.3M	0.2%	42,518 SH
AUTOMATIC DATA PROCESSING IN	COM	$418K	0.0%	1,368 SH
BANK AMERICA CORP	COM	$485K	0.0%	11,615 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.2M	0.1%	4,104 SH
BLACKSTONE INC	COM	$479K	0.0%	3,428 SH
BOEING CO	COM	$364K	0.0%	2,133 SH
BP PLC	SPONSORED ADR	$282K	0.0%	8,334 SH
BRISTOL-MYERS SQUIBB CO	COM	$2.0M	0.1%	33,038 SH
BROADCOM INC	COM	$2.7M	0.2%	16,041 SH
CATERPILLAR INC	COM	$7.9M	0.5%	24,056 SH
CENCORA INC	COM	$4.2M	0.3%	15,072 SH
CHEVRON CORP NEW	COM	$1.1M	0.1%	6,567 SH
CISCO SYS INC	COM	$296K	0.0%	4,801 SH
COCA COLA CO	COM	$4.6M	0.3%	64,548 SH
COLGATE PALMOLIVE CO	COM	$258K	0.0%	2,756 SH
COMCAST CORP NEW	CL A	$339K	0.0%	9,187 SH
CONSOLIDATED EDISON INC	COM	$261K	0.0%	2,359 SH
COSTCO WHSL CORP NEW	COM	$12.1M	0.7%	12,743 SH
DANAHER CORPORATION	COM	$5.4M	0.3%	26,151 SH
DECKERS OUTDOOR CORP	COM	$1.7M	0.1%	15,179 SH
DEERE & CO	COM	$322K	0.0%	685 SH
DISNEY WALT CO	COM	$302K	0.0%	3,063 SH
DT MIDSTREAM INC	COMMON STOCK	$365K	0.0%	3,788 SH
DTE ENERGY CO	COM	$1.1M	0.1%	7,878 SH
DUKE ENERGY CORP NEW	COM NEW	$375K	0.0%	3,077 SH
EAGLE CAP GROWTH FD INC	COM	$131K	0.0%	13,327 SH
EATON CORP PLC	SHS	$2.4M	0.1%	8,880 SH
ELI LILLY & CO	COM	$1.0M	0.1%	1,254 SH
ENLIVEX THERAPEUTICS LTD	COM	$27K	0.0%	28,000 SH
EXXON MOBIL CORP	COM	$5.9M	0.4%	49,489 SH
GALLAGHER ARTHUR J & CO	COM	$11.0M	0.7%	31,763 SH
GLOBAL PMTS INC	COM	$1.3M	0.1%	12,815 SH
GOLDMAN SACHS GROUP INC	COM	$6.5M	0.4%	11,954 SH
GOLUB CAP BDC INC	COM	$10.9M	0.7%	722,268 SH
GRACO INC	COM	$350K	0.0%	4,191 SH
HOME DEPOT INC	COM	$1.1M	0.1%	3,022 SH
HONEYWELL INTL INC	COM	$365K	0.0%	1,725 SH
HP INC	COM	$1.4M	0.1%	49,803 SH
INTERNATIONAL BUSINESS MACHS	COM	$228K	0.0%	917 SH
INTUITIVE SURGICAL INC	COM NEW	$8.1M	0.5%	16,366 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$307K	0.0%	16,573 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2031 CP	$294K	0.0%	18,037 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2025 CB	$278K	0.0%	13,451 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$379K	0.0%	19,476 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$411K	0.0%	20,993 SH
INVESCO EXCH TRD SLF IDX FD	INVESCO BULLETSH	$441K	0.0%	21,103 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$412K	0.0%	24,828 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$334K	0.0%	16,399 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$2.7M	0.2%	65,847 SH
INVESCO QQQ TR	UNIT SER 1	$10.3M	0.6%	21,892 SH
ISHARES GOLD TR	ISHARES NEW	$13.5M	0.8%	228,771 SH
ISHARES INC	CORE MSCI EMKT	$5.5M	0.3%	102,467 SH
ISHARES INC	ESG AWR MSCI EM	$265K	0.0%	7,574 SH
ISHARES TR	0-5 YR TIPS ETF	$39.4M	2.4%	380,458 SH
ISHARES TR	0-5YR HI YL CP	$4.9M	0.3%	115,176 SH
ISHARES TR	COHEN STEER REIT	$886K	0.1%	14,392 SH
ISHARES TR	CORE HIGH DV ETF	$308K	0.0%	2,547 SH
ISHARES TR	CORE MSCI EAFE	$18.8M	1.1%	248,514 SH
ISHARES TR	CORE MSCI INTL	$1.5M	0.1%	21,851 SH
ISHARES TR	CORE S&P MCP ETF	$116.5M	7.1%	1,996,043 SH
ISHARES TR	CORE S&P SCP ETF	$59.9M	3.7%	572,994 SH
ISHARES TR	CORE S&P TTL STK	$3.5M	0.2%	28,680 SH
ISHARES TR	CORE S&P500 ETF	$360.4M	22.0%	641,467 SH
ISHARES TR	ESG AW MSCI EAFE	$800K	0.0%	9,793 SH
ISHARES TR	IBDS DEC28 ETF	$28.5M	1.7%	1,126,736 SH
ISHARES TR	IBONDS 27 ETF	$27.3M	1.7%	1,129,965 SH
ISHARES TR	IBONDS DEC 2030	$33.1M	2.0%	1,524,830 SH
ISHARES TR	IBONDS DEC 2031	$32.7M	2.0%	1,574,129 SH
ISHARES TR	IBONDS DEC 2032	$31.9M	1.9%	1,274,909 SH
ISHARES TR	IBONDS DEC 2033	$22.2M	1.4%	866,769 SH
ISHARES TR	IBONDS DEC 26	$256K	0.0%	10,000 SH
ISHARES TR	IBONDS DEC 29	$33.2M	2.0%	1,436,776 SH
ISHARES TR	IBONDS DEC2026	$26.6M	1.6%	1,098,415 SH
ISHARES TR	IBONDS DEC25 ETF	$24.2M	1.5%	963,931 SH
ISHARES TR	ISHARES SEMICDTR	$275K	0.0%	1,461 SH
ISHARES TR	MSCI EAFE ETF	$3.4M	0.2%	41,571 SH
ISHARES TR	MSCI EMG MKT ETF	$351K	0.0%	8,034 SH
ISHARES TR	NATIONAL MUN ETF	$765K	0.0%	7,258 SH
ISHARES TR	RUS 1000 ETF	$32.6M	2.0%	106,440 SH
ISHARES TR	RUS 1000 GRW ETF	$4.1M	0.2%	11,260 SH
ISHARES TR	RUS 1000 VAL ETF	$1.1M	0.1%	6,005 SH
ISHARES TR	RUS 2000 GRW ETF	$225K	0.0%	880 SH
ISHARES TR	RUS 2000 VAL ETF	$238K	0.0%	1,577 SH
ISHARES TR	RUS MD CP GR ETF	$205K	0.0%	1,741 SH
ISHARES TR	RUS MDCP VAL ETF	$217K	0.0%	1,723 SH
ISHARES TR	RUS MID CAP ETF	$22.5M	1.4%	264,941 SH
ISHARES TR	RUSSELL 2000 ETF	$12.9M	0.8%	64,739 SH
ISHARES TR	S&P 500 GRWT ETF	$855K	0.1%	9,214 SH
ISHARES TR	S&P 500 VAL ETF	$2.4M	0.1%	12,436 SH
ISHARES TR	S&P MC 400VL ETF	$255K	0.0%	2,127 SH
ISHARES TR	SELECT DIVID ETF	$254K	0.0%	1,890 SH
ISHARES TR	SHRT NAT MUN ETF	$2.3M	0.1%	21,861 SH
ISHARES TR	TIPS BD ETF	$3.1M	0.2%	28,203 SH
JOHNSON & JOHNSON	COM	$1.7M	0.1%	9,972 SH
JPMORGAN CHASE & CO.	COM	$12.4M	0.8%	50,594 SH
KIMBERLY-CLARK CORP	COM	$294K	0.0%	2,070 SH
KINDER MORGAN INC DEL	COM	$2.6M	0.2%	91,683 SH
KLA CORP	COM NEW	$2.4M	0.1%	3,556 SH
KROGER CO	COM	$336K	0.0%	4,971 SH
LENNOX INTL INC	COM	$2.5M	0.2%	4,473 SH
LINCOLN ELEC HLDGS INC	COM	$567K	0.0%	3,000 SH
LOCKHEED MARTIN CORP	COM	$341K	0.0%	763 SH
LOWES COS INC	COM	$7.3M	0.4%	31,185 SH
MARATHON PETE CORP	COM	$234K	0.0%	1,608 SH
MASTERCARD INCORPORATED	CL A	$425K	0.0%	776 SH
MERCK & CO INC	COM	$427K	0.0%	4,754 SH
META PLATFORMS INC	CL A	$11.9M	0.7%	20,599 SH
MICROSOFT CORP	COM	$18.5M	1.1%	49,372 SH
NETFLIX INC	COM	$317K	0.0%	340 SH
NEXTERA ENERGY INC	COM	$4.1M	0.3%	57,853 SH
NUCOR CORP	COM	$4.0M	0.2%	33,339 SH
NVIDIA CORPORATION	COM	$18.8M	1.1%	173,014 SH
ORACLE CORP	COM	$892K	0.1%	6,377 SH
PAYCHEX INC	COM	$446K	0.0%	2,894 SH
PEPSICO INC	COM	$482K	0.0%	3,214 SH
PHILIP MORRIS INTL INC	COM	$560K	0.0%	3,527 SH
PROCTER AND GAMBLE CO	COM	$5.5M	0.3%	32,383 SH
PROGRESSIVE CORP	COM	$3.3M	0.2%	11,486 SH
PROLOGIS INC.	COM	$3.2M	0.2%	28,396 SH
PUBLIC STORAGE OPER CO	COM	$3.0M	0.2%	9,928 SH
ROPER TECHNOLOGIES INC	COM	$7.7M	0.5%	13,022 SH
RTX CORPORATION	COM	$1.0M	0.1%	7,715 SH
SALESFORCE INC	COM	$287K	0.0%	1,069 SH
SCHLUMBERGER LTD	COM STK	$2.5M	0.2%	59,932 SH
SCHWAB CHARLES CORP	COM	$250K	0.0%	3,199 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$215K	0.0%	7,800 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$639K	0.0%	32,285 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.7M	0.1%	78,055 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$576K	0.0%	20,595 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.7M	0.2%	123,641 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$677K	0.0%	25,841 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$441K	0.0%	18,809 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$1.6M	0.1%	16,244 SH
SELECT SECTOR SPDR TR	ENERGY	$4.0M	0.2%	42,644 SH
SELECT SECTOR SPDR TR	FINANCIAL	$1.9M	0.1%	37,409 SH
SELECT SECTOR SPDR TR	INDL	$389K	0.0%	2,965 SH
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$829K	0.1%	5,677 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$2.6M	0.2%	12,652 SH
SNAP ON INC	COM	$5.7M	0.3%	16,904 SH
SOUTHERN CO	COM	$476K	0.0%	5,177 SH
SPDR GOLD TR	GOLD SHS	$373K	0.0%	1,295 SH
SPDR S&P 500 ETF TR	TR UNIT	$9.1M	0.6%	16,316 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$429K	0.0%	804 SH
SPDR SER TR	BLOOMBERG SHT TE	$38.4M	2.3%	1,524,312 SH
SPDR SER TR	S&P METALS MNG	$209K	0.0%	3,738 SH
STERIS PLC	SHS USD	$221K	0.0%	975 SH
STRYKER CORPORATION	COM	$15.1M	0.9%	40,500 SH
SYNOPSYS INC	COM	$10.8M	0.7%	25,074 SH
TARGET CORP	COM	$270K	0.0%	2,583 SH
TESLA INC	COM	$1.4M	0.1%	5,297 SH
TIMOTHY PLAN	US LRGMD CP CORE	$613K	0.0%	14,434 SH
TJX COS INC NEW	COM	$9.0M	0.6%	74,261 SH
TRANSDIGM GROUP INC	COM	$4.8M	0.3%	3,436 SH
UNITED PARCEL SERVICE INC	CL B	$6.5M	0.4%	59,258 SH
UNITED RENTALS INC	COM	$6.5M	0.4%	10,436 SH
UNITEDHEALTH GROUP INC	COM	$7.0M	0.4%	13,361 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$270K	0.0%	1,570 SH
VANGUARD INDEX FDS	GROWTH ETF	$347K	0.0%	937 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$227K	0.0%	928 SH
VANGUARD INDEX FDS	MID CAP ETF	$405K	0.0%	1,565 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$5.0M	0.3%	9,724 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$382K	0.0%	1,519 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$15.5M	0.9%	56,459 SH
VANGUARD INDEX FDS	VALUE ETF	$30.5M	1.9%	176,488 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$30.7M	1.9%	678,747 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$770K	0.0%	15,519 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$8.6M	0.5%	105,523 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$7.2M	0.4%	91,558 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$93.8M	5.7%	1,844,462 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$7.6M	0.5%	59,047 SH
VANGUARD WORLD FD	INF TECH ETF	$395K	0.0%	729 SH
VERTEX PHARMACEUTICALS INC	COM	$4.2M	0.3%	8,751 SH
VISA INC	COM CL A	$5.2M	0.3%	14,941 SH
WALMART INC	COM	$308K	0.0%	3,504 SH
WASTE MGMT INC DEL	COM	$223K	0.0%	962 SH
XPO INC	COM	$673K	0.0%	6,259 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 3, 2026	Q4 2025	13F-HR	0001085163-26-000001	$1.97B	View
Oct 29, 2025	Q3 2025	13F-HR	0001085163-25-000002	$1.93B	View
Jul 28, 2026	Q2 2026