SIGMA INVESTMENT COUNSELORS INC
Top Portfolio Positions
106 positions ·
$447,093,193 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
109,912 | $27,894,566 | 6.24% | |
| NVDA |
Nvidia Corp
Technology
|
149,065 | $25,996,936 | 5.81% | |
| MSFT |
Microsoft Corp
Technology
|
50,742 | $18,783,166 | 4.20% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
77,411 | $16,122,388 | 3.61% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
25,445 | $14,686,345 | 3.28% | |
| ARCC |
Ares Capital Corp
Financial Services
|
807,352 | $14,548,483 | 3.25% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
49,384 | $14,526,797 | 3.25% | |
| CAT |
Caterpillar Inc
Industrials
|
19,856 | $14,067,181 | 3.15% | |
| SYK |
Stryker Corp
Healthcare
|
39,893 | $13,108,440 | 2.93% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
12,449 | $12,404,557 | 2.77% |
Portfolio Trend
25 quarters · across all stocks
Holdings in IAUM
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,418,150 | 244,500 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $11,183,289 | 260,137 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $9,033,139 | 234,627 | Shares | Sole | 2025-10-29 | |
| No 13F history on record for this holder in this stock. | ||||||