Sigma Planning Corp
CIK
1449126
City
ANN ARBOR
State / Country
MI
Top Portfolio Positions
608 positions ·
$1,549,582,675 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
611,864 | $155,284,964 | 10.02% | |
| NVDA |
Nvidia Corp
Technology
|
661,302 | $115,331,068 | 7.44% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
349,269 | $72,742,254 | 4.69% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
105,629 | $60,966,946 | 3.93% | |
| SPY |
Spdr S&P 500 ETF Trust
|
86,031 | $55,949,400 | 3.61% | |
| MSFT |
Microsoft Corp
Technology
|
135,061 | $49,995,530 | 3.23% | |
| AVGO |
Broadcom Inc.
Technology
|
77,373 | $23,947,717 | 1.55% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
78,891 | $22,685,895 | 1.46% | |
| META |
Meta Platforms, Inc.
Communication Services
|
39,379 | $22,529,907 | 1.45% | |
| GLD |
Spdr Gold Trust
|
46,617 | $20,058,828 | 1.29% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CHI
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $329,030 | 30,636 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $317,302 | 30,277 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $373,452 | 34,611 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $407,702 | 38,755 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $578,603 | 60,334 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $702,012 | 58,795 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $606,874 | 52,137 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $608,155 | 52,247 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $578,815 | 50,997 | Shares | Sole | 2024-05-02 | |
| 2023-09-30 | $789,214 | 74,878 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $831,387 | 74,231 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $934,628 | 88,843 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $918,185 | 87,363 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $791,057 | 81,890 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $847,051 | 79,016 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $991,318 | 75,043 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,452,524 | 96,130 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,443,676 | 96,438 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,528,529 | 100,760 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,385,099 | 97,405 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,221,957 | 90,248 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,009,569 | 91,779 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,075,448 | 101,076 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,016,162 | 121,842 | Shares | Sole | 2020-05-01 | |
| No 13F history on record for this holder in this stock. | ||||||