Sigma Planning Corp
CIK
1449126
City
ANN ARBOR
State / Country
MI
Top Portfolio Positions
607 positions ·
$1,549,474,710 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| 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
Holdings in CIK
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $80,473 | 31,435 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $88,961 | 31,435 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $92,104 | 31,435 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $93,047 | 31,435 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $91,161 | 31,435 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $90,847 | 31,435 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $96,704 | 31,296 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $92,851 | 31,263 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $65,395 | 22,168 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $148,603 | 47,477 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $245,430 | 94,761 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $297,295 | 101,121 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $298,081 | 115,985 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $345,612 | 137,148 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $359,764 | 135,760 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $368,408 | 134,948 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $411,862 | 135,037 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $677,174 | 197,427 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $677,055 | 195,117 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $685,118 | 194,636 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $657,741 | 194,598 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $518,367 | 164,561 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $493,317 | 167,795 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $503,054 | 185,629 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $413,297 | 172,928 | Shares | Sole | 2020-05-01 | |
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