Sigma Investment Counselors Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 3, 2026), Sigma Investment Counselors Inc. reported 202 stock positions worth $2.0 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 21.0% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 7.0%) and iShares Core S&P Midcap ETF (IJH, 6.8%). Compared with Q3 2025, it opened 9 new positions, sold out of 5, added to 54 and reduced 102. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +17%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- NORTHVILLE, MI
- CIK
- 0001085163
- Portfolio Value
- $2.0B (Q4 2025)
- SEC Filing
- 0001085163-26-000001 ↗ filed Feb 3, 2026
Holdings Value
Holdings 202 stocks · $2.0B
| IVV iShares Core S&P 500 ETF | 20.97% | 602,552 | $412.7M | Reduce -8.1% |
| VEA Vanguard Ftse Developed ETF | 7.05% | 2,221,205 | $138.8M | Add +16.7% |
| IJH iShares Core S&P Midcap ETF | 6.83% | 2,035,302 | $134.3M | Reduce -0.9% |
| IJR iShares Core S&P Small-Cap E | 3.52% | 576,056 | $69.2M | Reduce -1.4% |
| VWO Vanguard Ftse Emerging Marke | 2.21% | 809,639 | $43.5M | Add +15.8% |
| SJNK SS SPDR BB St Hi Yield ETF | 2.10% | 1,632,921 | $41.3M | Add +3.1% |
| STIP iShares 0-5 Year Tips Bond E | 2.08% | 400,463 | $41.0M | Add +2.1% |
| IWB iShares Russell 1000 ETF | 2.06% | 108,548 | $40.5M | Reduce -1.0% |
| IBDW iShares Ibonds Dec 2031 Corp. | 1.88% | 1,753,685 | $37.1M | Add +3.7% |
| IBDX iShares Ibonds Dec 2032 TC | 1.88% | 1,446,565 | $36.9M | Add +4.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.87% | 192,923 | $36.8M | Add +1.1% |
| IBDV iShares Ibonds Dec 2030 Corp. | 1.82% | 1,624,318 | $35.8M | Reduce -0.6% |
| IBDU iShares Ibonds Dec 2029 Term | 1.80% | 1,514,732 | $35.5M | Add +2.0% |
| IBDY iShares Ibonds Dec 2033 Corp. | 1.71% | 1,286,574 | $33.6M | Add +10.2% |
| AAPL Apple Inc. | 1.63% | 117,865 | $32.0M | Reduce -1.8% |
| IBDT iShares Ibonds Dec 2028 ETF | 1.62% | 1,249,003 | $31.8M | Add +4.7% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 1.58% | 1,277,191 | $31.0M | Add +3.9% |
| NVDA Nvidia Corp. | 1.52% | 160,833 | $30.0M | Reduce -2.0% |
| IBDR iShares Ibonds Dec 2026 Term | 1.48% | 1,204,934 | $29.2M | Add +2.5% |
| IWR iShares Russell Mid-Cap ETF | 1.31% | 266,954 | $25.7M | Reduce -1.4% |
| MSFT Microsoft Corp. | 1.23% | 50,226 | $24.3M | Reduce -0.6% |
| IEFA iShares Core MSCI Eafe ETF | 1.15% | 251,912 | $22.5M | Reduce -0.2% |
| RSP Invesco S&P 500 Equal Weight | 1.06% | 108,855 | $20.9M | New |
| VTI VG Morningstar TS MKT ETF-US | 1.03% | 60,528 | $20.3M | Reduce -4.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.95% | 30,495 | $18.7M | Add +14.2% |
| AMZN Amazon.com Inc. | 0.91% | 77,775 | $18.0M | Reduce -1.6% |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 0.88% | 653,888 | $17.2M | Add +2982.9% |
| JPM JPMorgan Chase & Co. | 0.85% | 52,101 | $16.8M | Reduce -0.8% |
| ARCC Ares Capital Corp. | 0.81% | 792,585 | $16.0M | Add +2.9% |
| META Meta Platforms Inc. Class A | 0.76% | 22,756 | $15.0M | Reduce -0.1% |
| IWM iShares Russell 2000 ETF | 0.75% | 60,285 | $14.8M | Reduce -1.9% |
| SYK Stryker Corp. | 0.73% | 40,690 | $14.3M | Reduce -0.5% |
| CAT Caterpillar Inc. | 0.64% | 21,850 | $12.5M | Reduce -13.6% |
| GBDC Golub Capital BDC Inc. | 0.61% | 889,184 | $12.1M | Add +4.1% |
| SNPS Synopsys Inc. | 0.61% | 25,540 | $12.0M | Reduce -0.6% |
| GOOGL Alphabet Inc. Class A | 0.60% | 37,889 | $11.9M | Reduce -3.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.60% | 76,278 | $11.7M | Reduce -0.6% |
| COST Costco Wholesale Corp. | 0.57% | 13,075 | $11.3M | Reduce -0.5% |
| IAUM iShares Gold Trust Micro | 0.57% | 260,137 | $11.2M | Add +10.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.56% | 16,088 | $11.0M | Reduce -0.3% |
| GS Goldman Sachs Group Inc. | 0.56% | 12,445 | $10.9M | Reduce -0.5% |
| IAU iShares Gold Trust | 0.50% | 121,576 | $9.9M | Reduce -0.6% |
| ISRG Intuitive Surgical Inc. | 0.49% | 16,965 | $9.6M | Reduce -1.9% |
| VCIT Vanguard Int-Term Corporate | 0.47% | 110,734 | $9.3M | Add +0.5% |
| URI United Rentals Inc. | 0.44% | 10,676 | $8.6M | Reduce -1.4% |
| VYM Vanguard High DVD Yield ETF | 0.44% | 60,078 | $8.6M | Reduce -1.3% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.43% | 32,681 | $8.5M | Reduce -1.9% |
| ABBV Abbvie Inc. | 0.42% | 35,842 | $8.2M | Reduce -4.0% |
| LOW Lowe's Cos Inc. | 0.40% | 32,665 | $7.9M | Reduce -1.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.39% | 95,664 | $7.6M | Add +2.1% |
| IEMG iShares Core MSCI Emerging | 0.36% | 106,750 | $7.2M | Reduce -0.4% |
| VOO Vanguard S&P 500 ETF | 0.34% | 10,704 | $6.7M | Reduce -0.8% |
| DHR Danaher Corp. | 0.32% | 27,505 | $6.3M | Reduce -0.7% |
| AVGO Broadcom Inc. | 0.32% | 18,014 | $6.2M | Reduce -5.1% |
| XOM Exxon Mobil Corp. | 0.31% | 51,426 | $6.2M | Reduce -0.6% |
| SNA Snap-on Inc. | 0.30% | 17,282 | $6.0M | Reduce -1.2% |
| ROP Roper Technologies Inc. | 0.30% | 13,356 | $5.9M | Reduce -1.3% |
| UPS United Parcel Service Class B | 0.30% | 59,258 | $5.9M | No change |
| ANET Arista Networks Inc. | 0.29% | 44,191 | $5.8M | Reduce -1.5% |
| V Visa Inc. Class A | 0.29% | 16,117 | $5.7M | Reduce -1.2% |
| ITOT iShares Core S&P Total U.S. | 0.28% | 37,492 | $5.6M | Add +1.2% |
| NUE Nucor Corp. | 0.28% | 34,057 | $5.6M | Reduce -2.0% |
| SCHX Schwab US Large-Cap ETF | 0.27% | 200,548 | $5.4M | Reduce -5.7% |
| COR Cencora Inc. | 0.27% | 15,626 | $5.3M | Reduce -1.3% |
| IWF iShares Russell 1000 Growth | 0.26% | 10,861 | $5.1M | Reduce -1.1% |
| NEE Nextera Energy Inc. | 0.25% | 60,975 | $4.9M | Reduce -1.1% |
| TDG Transdigm Group Inc. | 0.24% | 3,610 | $4.8M | Add +0.3% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.24% | 111,205 | $4.8M | Reduce -0.8% |
| KO The Coca-Cola Co. | 0.24% | 67,561 | $4.7M | Reduce -0.9% |
| PG The Procter & Gamble Co. | 0.24% | 32,471 | $4.7M | Reduce -1.6% |
| KLAC KLA Corp. | 0.23% | 3,777 | $4.6M | Add +1.1% |
| VRTX Vertex Pharmaceuticals Inc. | 0.23% | 10,021 | $4.5M | Reduce -1.2% |
| EFA iShares MSCI Eafe ETF | 0.23% | 47,116 | $4.5M | Reduce -0.5% |
| UNH Unitedhealth Group Inc. | 0.22% | 13,036 | $4.3M | Reduce -1.9% |
| XLK SS Technology Select Sector | 0.22% | 29,521 | $4.3M | Add +8.6% |
| XLE SS Energy Select Sector | 0.21% | 93,512 | $4.2M | No change |
| PLD Prologis Inc. | 0.19% | 29,644 | $3.8M | Reduce -0.6% |
| SCHB Schwab US Broad Market ETF | 0.19% | 140,158 | $3.7M | Reduce -5.3% |
| TIP iShares Tips Bond ETF | 0.16% | 29,039 | $3.2M | Reduce -0.5% |
| NOW ServiceNow Inc. | 0.16% | 20,172 | $3.1M | Reduce -11.9% |
| ETN Eaton Corp. PLC | 0.16% | 9,697 | $3.1M | Add +1.0% |
| PRF Invesco Rafi US 1000 ETF | 0.15% | 64,585 | $3.0M | No change |
| ADBE Adobe Inc. | 0.14% | 7,920 | $2.8M | Reduce -6.2% |
| APO Apollo Global Management Inc. | 0.14% | 19,102 | $2.8M | Add +1.2% |
| KMI Kinder Morgan Inc. | 0.14% | 97,380 | $2.7M | Reduce -1.6% |
| PSA Public Storage | 0.13% | 10,142 | $2.6M | Reduce -4.1% |
| IVE iShares S&P 500 Value ETF | 0.13% | 12,406 | $2.6M | No change |
| GOOG Alphabet Inc. Class C | 0.13% | 8,260 | $2.6M | Reduce -0.0% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.12% | 63,804 | $2.4M | Reduce -2.3% |
| TSLA Tesla Inc. | 0.12% | 5,436 | $2.4M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.12% | 4,789 | $2.4M | Reduce -0.4% |
| PGR Progressive Corp. | 0.12% | 10,408 | $2.4M | Reduce -1.9% |
| CPRT Copart Inc. | 0.12% | 59,503 | $2.3M | New |
| LII Lennox International Inc. | 0.11% | 4,408 | $2.1M | Reduce -1.4% |
| JNJ Johnson & Johnson | 0.10% | 9,788 | $2.0M | Reduce -4.6% |
| IDEV iShares Core MSCI Dev MKTS | 0.10% | 23,131 | $1.9M | Reduce -0.1% |
| SUB iShares Short-Term National | 0.09% | 17,510 | $1.9M | Add +7.8% |
| XLC SS Comm Select Sector SPDR | 0.09% | 15,664 | $1.8M | Reduce -0.7% |
| XLF SS Financial Select Sector | 0.09% | 31,563 | $1.7M | Reduce -2.1% |
| LLY Eli Lilly & Co. | 0.07% | 1,360 | $1.5M | Reduce -0.3% |
Portfolio Sells Q3 2025 → Q4 2025
| IVV iShares Core S&P 500 ETF | Reduce -8.1% | 20.97% | −1.81 |
| IBDQ iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −1.09 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.9% | 6.83% | −0.13 |
| MSFT Microsoft Corp. | Reduce -0.6% | 1.23% | −0.12 |
| AJG Arthur J Gallagher & Co. | Reduce -1.9% | 0.43% | −0.11 |
| META Meta Platforms Inc. Class A | Reduce -0.1% | 0.76% | −0.10 |
| URI United Rentals Inc. | Reduce -1.4% | 0.44% | −0.10 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.4% | 3.52% | −0.09 |
| NVDA Nvidia Corp. | Reduce -2.0% | 1.52% | −0.07 |
| NOW ServiceNow Inc. | Reduce -11.9% | 0.16% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -0.5% | 0.57% | −0.06 |
| SYK Stryker Corp. | Reduce -0.5% | 0.73% | −0.06 |
| IBDV iShares Ibonds Dec 2030 Corp. | Reduce -0.6% | 1.82% | −0.06 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.8% | 1.03% | −0.05 |
| IWR iShares Russell Mid-Cap ETF | Reduce -1.4% | 1.31% | −0.05 |
| SNPS Synopsys Inc. | Reduce -0.6% | 0.61% | −0.05 |
| ROP Roper Technologies Inc. | Reduce -1.3% | 0.30% | −0.05 |
| ANET Arista Networks Inc. | Reduce -1.5% | 0.29% | −0.05 |
| ORCL Oracle Corp. | Reduce -5.2% | 0.06% | −0.03 |
| ABBV Abbvie Inc. | Reduce -4.0% | 0.42% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -1.1% | 0.40% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -1.6% | 0.24% | −0.03 |
| PSA Public Storage | Reduce -4.1% | 0.13% | −0.02 |
| IWB iShares Russell 1000 ETF | Reduce -1.0% | 2.06% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -1.9% | 0.22% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -1.9% | 0.75% | −0.02 |
| SCHX Schwab US Large-Cap ETF | Reduce -5.7% | 0.27% | −0.02 |
| DECK Deckers Outdoor Corp. | Reduce -18.1% | 0.07% | −0.02 |
| PGR Progressive Corp. | Reduce -1.9% | 0.12% | −0.02 |
| LII Lennox International Inc. | Reduce -1.4% | 0.11% | −0.01 |
| ADBE Adobe Inc. | Reduce -6.2% | 0.14% | −0.01 |
| IBMO iShares Ibonds Dec 2026 Term | Sold out | 0.00% | −0.01 |
| HD Home Depot Inc. | Reduce -2.6% | 0.05% | −0.01 |
| SNA Snap-on Inc. | Reduce -1.2% | 0.30% | −0.01 |
| BSCP Invesco Bulletshares 2025 CB | Sold out | 0.00% | −0.01 |
| SCHB Schwab US Broad Market ETF | Reduce -5.3% | 0.19% | −0.01 |
| GD General Dynamics Corp. | Sold out | 0.00% | −0.01 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -0.8% | 0.24% | −0.01 |
| ABT Abbott Laboratories | Reduce -38.3% | 0.01% | −0.01 |
| KMI Kinder Morgan Inc. | Reduce -1.6% | 0.14% | −0.01 |
| AVGO Broadcom Inc. | Reduce -5.1% | 0.32% | −0.01 |
| DTE DTE Energy Company | Reduce -3.4% | 0.05% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.3% | 0.44% | −0.01 |
| TIP iShares Tips Bond ETF | Reduce -0.5% | 0.16% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -0.8% | 0.85% | −0.01 |
| ICF iShares Select U.S. REIT ETF | Reduce -11.2% | 0.03% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -1.1% | 0.26% | −0.01 |
| ETR Entergy Corp. | Reduce -15.8% | 0.02% | −0.00 |
| DIS The Walt Disney Co. | Reduce -18.7% | 0.02% | −0.00 |
| ADP Automatic Data Processing | Reduce -8.8% | 0.02% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| VEA Vanguard Ftse Developed ETF | Add +16.7% | 7.05% | +1.13 |
| RSP Invesco S&P 500 Equal Weight | New | 1.06% | +1.06 |
| IBDZ ISHARESIBONDSDEC2034TMCORP | Add +2982.9% | 0.88% | +0.85 |
| VWO Vanguard Ftse Emerging Marke | Add +15.8% | 2.21% | +0.25 |
| IBDY iShares Ibonds Dec 2033 Corp. | Add +10.2% | 1.71% | +0.12 |
| QQQ Invesco QQQ Trust Series 1 | Add +14.2% | 0.95% | +0.12 |
| CPRT Copart Inc. | New | 0.12% | +0.12 |
| IAUM iShares Gold Trust Micro | Add +10.9% | 0.57% | +0.10 |
| IBDX iShares Ibonds Dec 2032 TC | Add +4.8% | 1.88% | +0.04 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +4.7% | 1.62% | +0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.1% | 1.87% | +0.03 |
| KLAC KLA Corp. | Add +1.1% | 0.23% | +0.02 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +3.9% | 1.58% | +0.02 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +3.7% | 1.88% | +0.02 |
| XLK SS Technology Select Sector | Add +8.6% | 0.22% | +0.02 |
| T AT&T Inc. | New | 0.02% | +0.02 |
| MU Micron Technology Inc. | New | 0.02% | +0.02 |
| IBMT iShares Ibonds Dec 2031 Muni | New | 0.01% | +0.01 |
| GEV GE Vernova Inc. | New | 0.01% | +0.01 |
| C Citigroup Inc. | New | 0.01% | +0.01 |
| TPIF Timothy Plan Intl ETF | New | 0.01% | +0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | New | 0.01% | +0.01 |
| APO Apollo Global Management Inc. | Add +1.2% | 0.14% | +0.01 |
| VGT Vanguard Info Tech ETF | Add +12.8% | 0.07% | +0.01 |
| GBDC Golub Capital BDC Inc. | Add +4.1% | 0.61% | +0.01 |
| SUB iShares Short-Term National | Add +7.8% | 0.09% | +0.01 |
| MRK Merck & Co. Inc. | Add +0.2% | 0.03% | +0.00 |
| ITOT iShares Core S&P Total U.S. | Add +1.2% | 0.28% | +0.00 |
| GRF Eagle Capital Growth Fund | Add +31.0% | 0.01% | +0.00 |
| SCHF Schwab Intl Equity ETF | Add +2.7% | 0.07% | +0.00 |
| MA Mastercard Inc. Class A | Add +11.6% | 0.03% | +0.00 |
| BSCS Invesco Bulletshares 2028 CB | Add +15.7% | 0.02% | +0.00 |
| GE General Electric | Add +14.2% | 0.01% | +0.00 |
| PH Parker Hannifin Corp. | Add +2.3% | 0.01% | +0.00 |
| BAC Bank of America Corp. | Add +0.3% | 0.03% | +0.00 |
| SCHW Schwab (charles) Corp. | Add +5.0% | 0.02% | +0.00 |
| IWD iShares Russell 1000 Value E | Add +0.4% | 0.06% | +0.00 |
| BSCQ Invesco Bulletshares 2026 CB | Add +5.7% | 0.02% | +0.00 |
| IBDR iShares Ibonds Dec 2026 Term | Add +2.5% | 1.48% | +0.00 |
| EEM iShares MSCI Emerging Market | Add +1.3% | 0.02% | +0.00 |
| DE Deere & Co. | Add +0.3% | 0.02% | 0.00 |
| XLY SS Consumer Disc Select Sect | Add +2.3% | 0.01% | 0.00 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +0.1% | 0.02% | −0.00 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +3.1% | 0.02% | −0.00 |
| IJT iShares S&P Small-Cap 600 GR | Add +0.1% | 0.02% | −0.00 |
| ED Consolidated Edison Inc. | Add +0.2% | 0.01% | −0.00 |
| DUK Duke Energy Corp. | Add +0.8% | 0.01% | −0.00 |
| TPLC Timothy PLN US LRG/Mid Cap | Add +0.8% | 0.03% | −0.00 |
| PLTR Palantir Technologies Inc. Class A | Add +0.7% | 0.03% | −0.00 |
| TSLA Tesla Inc. | Add +0.1% | 0.12% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 218 | $2.1B | IVV, VEA, IJH, IJR, VTV |
| Q1 2026 | 194 | $1.9B | IVV, VEA, IJH, IJR, VWO |
| Q4 2025 | 202 | $2.0B | IVV, VEA, IJH, IJR, VWO |
| Q3 2025 | 198 | $1.9B | IVV, IJH, VEA, IJR, STIP |
| Q2 2025 | 196 | $1.8B | IVV, IJH, VEA, IJR, STIP |
| Q1 2025 | 187 | $1.6B | IVV, IJH, VEA, IJR, STIP |
| Q4 2024 | 197 | $1.7B | IVV, IJH, VEA, IJR, SJNK |
| Q3 2024 | 198 | $1.7B | IVV, IJH, VEA, IJR, SJNK |
| Q2 2024 | 191 | $1.6B | IVV, IJH, VEA, IJR, SJNK |
| Q1 2024 | 194 | $1.6B | IVV, IJH, VEA, IJR, STIP |