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13F-HR filed by SIGMA INVESTMENT COUNSELORS INC

SIGMA INVESTMENT COUNSELORS INC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-03, with 202 holding rows worth $1,968,199,926.

Accession
0001085163-26-000001
Filed
2026-02-03
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 202 entries on the cover page, a total value of $1,968,199,926 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,968,199,926 with VALUE read as dollars as filed, 13F file number 028-04089. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
ISHARES TR CORE S&P 500 ETF464287200SHS602,552$412,712,306dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS2,221,205$138,758,694dollars as filed
IJH464287507COM2,035,302$134,329,951dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS576,056$69,230,430dollars as filed
VWO922042858SHS809,639$43,526,208dollars as filed
SPDR SERIES TRUST78468R408ST TERM HIGH ETF1,632,921$41,345,573dollars as filed
iShares 0-5 Year TIPS Bond ETF46429B747SHS400,463$41,003,418dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF108,548$40,536,080dollars as filed
ISHARES TR46436E486IBONDS DEC 20311,753,685$37,090,443dollars as filed
ISHARES TR46436E312IBONDS DEC 20321,446,565$36,930,806dollars as filed
Vanguard Value ETF922908744SHS192,923$36,846,424dollars as filed
ISHARES TR46436E726IBONDS DEC 20301,624,318$35,848,689dollars as filed
iShares iBonds Dec. 2029 Corporate Bond ETF46436E205ETF1,514,732$35,452,298dollars as filed
ISHARES TR46436E130IBONDS DEC 20331,286,574$33,631,056dollars as filed
Apple Inc037833100COM117,865$32,042,658dollars as filed
iShares iBonds Dec. 2028 Corporate Bond ETF46435U515ETF1,249,003$31,793,363dollars as filed
iShares iBonds Dec. 2027 Corporate Bond ETF46435UAA9ETF1,277,191$31,010,194dollars as filed
NVIDIA Corp67066G104COM160,833$29,995,306dollars as filed
iShares iBonds Dec 2026 Term Corporate ETF46435GAA0SHS1,204,934$29,195,542dollars as filed
iShares Russell Midcap ETF464287499SHS266,954$25,699,631dollars as filed
Microsoft Corp594918104COM50,226$24,290,221dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS251,912$22,536,033dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM108,855$20,852,227dollars as filed
VTI922908769COM60,528$20,293,258dollars as filed
INVESCO QQQ TR46090E103COM30,495$18,733,606dollars as filed
Amazon.com, Inc023135106COM77,775$17,952,001dollars as filed
ISHARES TR46438G653IBONDS DEC 2034653,888$17,243,027dollars as filed
JPMorgan Chase & Co46625H100COM52,101$16,787,996dollars as filed
ARES CAPITAL CORP04010L103COM792,585$16,033,991dollars as filed
META PLATFORMS INC CL A30303M102COM22,756$15,020,844dollars as filed
iShares Russell 2000 ETF464287655SHS60,285$14,839,841dollars as filed
Stryker Corporation863667101COM40,690$14,301,349dollars as filed
Caterpillar Inc.149123101COM21,850$12,517,417dollars as filed
GOLUB CAP BDC INC38173M102COM889,184$12,066,228dollars as filed
SYNOPSYS INC COM871607107Stock25,540$11,996,532dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM37,889$11,859,178dollars as filed
TJX Companies Inc872540109COM76,278$11,717,015dollars as filed
Costco Wholesale Corporation22160K105COM13,075$11,275,076dollars as filed
iShares Gold Trust Micro ETF of Benef Interest46436F103SHS260,137$11,183,290dollars as filed
SPY78462F103SHS16,088$10,970,897dollars as filed
Goldman Sachs Group,Inc.38141G104COM12,445$10,939,092dollars as filed
iShares Gold Trust464285204COM121,576$9,868,284dollars as filed
Intuitive Surgical,Inc.46120E602COM16,965$9,608,015dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS110,734$9,273,949dollars as filed
UNITED RENTALS INC COM911363109Stock10,676$8,640,681dollars as filed
Vanguard High Dividend Yield ETF921946406SHS60,078$8,622,432dollars as filed
GALLAGHER ARTHUR J & CO COM363576109Stock32,681$8,457,401dollars as filed
AbbVie,Inc.00287Y109COM35,842$8,189,557dollars as filed
Lowes Companies,Inc.548661107COM32,665$7,877,409dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM95,664$7,627,274dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS106,750$7,175,703dollars as filed
Vanguard S&P 500 ETF922908363COM10,704$6,713,001dollars as filed
Danaher Corporation235851102COM27,505$6,296,342dollars as filed
Broadcom Inc.11135F101COM18,014$6,234,798dollars as filed
EXXON MOBIL CORP30231G102COM51,426$6,188,644dollars as filed
SNAP ON INC COM833034101Stock17,282$5,955,397dollars as filed
ROPER TECHNOLOGIES INC COM776696106Stock13,356$5,945,204dollars as filed
United Parcel Service,Inc. Class B911312106COM59,258$5,877,802dollars as filed
ARISTA NETWORKS INC040413205COM44,191$5,790,368dollars as filed
Visa Inc92826C839COM16,117$5,652,487dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS37,492$5,574,648dollars as filed
NUCOR CORP COM670346105Stock34,057$5,555,042dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS200,548$5,396,749dollars as filed
CENCORA INC COM03073E105Stock15,626$5,277,549dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK10,861$5,140,489dollars as filed
NextEra Energy,Inc.65339F101COM60,975$4,895,043dollars as filed
TRANSDIGM GROUP INC COM893641100Stock3,610$4,800,795dollars as filed
iShares 0-5 Year High Yield Corporate Bond ETF46434V407COM111,205$4,767,364dollars as filed
Coca-Cola Company191216100COM67,561$4,723,169dollars as filed
Procter & Gamble Co742718109COM32,471$4,653,372dollars as filed
KLA CORP482480100COM3,777$4,589,527dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM10,021$4,542,894dollars as filed
ISHARES TR464287465MSCI EAFE ETF47,116$4,524,512dollars as filed
UnitedHealth Group Inc91324P102COM13,036$4,303,463dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS29,521$4,250,186dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS93,512$4,180,922dollars as filed
Prologis,Inc.74340W103COM29,644$3,784,301dollars as filed
Schwab U.S. Broad Market ETF808524102SHS140,158$3,676,335dollars as filed
iShares TIPS Bond ETF464287176SHS29,039$3,191,677dollars as filed
ServiceNow,Inc.81762P102COM20,172$3,090,149dollars as filed
Eaton Corp. PlcG29183103COM9,697$3,088,618dollars as filed
INVESCO EXCHANGE TRADED FD T46137V613RAFI US 1000 ETF64,585$3,030,345dollars as filed
Adobe Inc00724F101COM7,920$2,771,921dollars as filed
APOLLO GLOBAL MGMT INC COM03769M106Stock19,102$2,765,277dollars as filed
KINDER MORGAN INC DEL COM49456B101Stock97,380$2,676,978dollars as filed
PUBLIC STORAGE COM74460D109REIT10,142$2,631,876dollars as filed
iShares S&P 500 Value ETF464287408SHS12,406$2,630,932dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM8,260$2,592,030dollars as filed
Schlumberger Limited806857108COM63,804$2,448,809dollars as filed
Tesla Motors, Inc88160R101COM5,436$2,444,491dollars as filed
Berkshire Hathaway Inc084670702COM4,789$2,407,260dollars as filed
Progressive Corporation743315103COM10,408$2,370,204dollars as filed
COPART INC COM217204106Stock59,503$2,329,543dollars as filed
LENNOX INTL INC COM526107107Stock4,408$2,140,437dollars as filed
Johnson & Johnson478160104COM9,788$2,025,675dollars as filed
ISHARES TR46435G326CORE MSCI INTL23,131$1,907,845dollars as filed
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158ETF17,510$1,868,317dollars as filed
Communication Services Select Sector SPDR Fund81369Y852SHS15,664$1,843,967dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS31,563$1,728,686dollars as filed
Eli Lilly and Company532457108COM1,360$1,461,375dollars as filed
DECKERS OUTDOOR CORP243537107COM13,660$1,416,133dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF54,876$1,319,217dollars as filed
VGT92204A702SHS1,738$1,310,006dollars as filed
Raytheon Technologies Corporation75513E101COM7,015$1,286,505dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF5,957$1,252,986dollars as filed
American Express Company025816109COM3,378$1,249,865dollars as filed
Schwab US Mid-Cap ETF808524508SHS40,702$1,223,917dollars as filed
Oracle Corporation68389X105COM6,118$1,192,490dollars as filed
Home Depot, Inc437076102COM3,033$1,043,726dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS34,976$996,103dollars as filed
DTE ENERGY CO COM233331107Stock7,664$988,446dollars as filed
iShares S&P 500 Growth ETF464287309SHS7,794$960,726dollars as filed
ISHARES TR46435G516COM9,793$931,217dollars as filed
Vanguard Growth922908736COM1,850$902,359dollars as filed
XPO INC COM983793100Stock6,259$850,661dollars as filed
Chevron Corporation166764100COM5,110$778,891dollars as filed
LINCOLN ELEC HLDGS INC533900106COM3,000$718,920dollars as filed
TIMOTHY PLAN US LARGE/MID CAP CORE ETF887432359ETF14,786$672,017dollars as filed
Bank of America Corp060505104COM12,007$660,384dollars as filed
SPDR S&P Metals & Mining ETF78464A755SHS6,357$658,667dollars as filed
ISHARES TR464287564SELECT US REIT10,425$622,083dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF12,271$617,109dollars as filed
COREWEAVE INC COM CL A21873S108COM8,305$594,722dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS3,805$588,953dollars as filed
Vanguard Extended Market ETF922908652SHS2,770$579,263dollars as filed
Philip Morris International Inc.718172109COM3,539$567,697dollars as filed
Palantir Technologies Inc. Class A69608A108COM3,093$549,770dollars as filed
SELECT SECTOR SPDR TR81369Y704INDL3,521$546,178dollars as filed
Boeing Company097023105COM2,493$541,281dollars as filed
SCHD808524797COM19,328$530,163dollars as filed
Vanguard Small-Cap Growth ETF922908595SHS1,741$525,848dollars as filed
MasterCard, Inc57636Q104COM907$517,514dollars as filed
Merck & Co.,Inc.58933Y105COM4,908$516,648dollars as filed
BLACKSTONE INC09260D107COM3,302$509,000dollars as filed
ISHARES TR464288414NATIONAL MUN ETF4,434$474,926dollars as filed
ISHARES TR464287606S&P MC 400GR ETF4,800$464,998dollars as filed
GRACO INC COM384109104Stock5,642$462,475dollars as filed
Vanguard Mid-Cap ETF922908629SHS1,592$461,886dollars as filed
iShares S&P Mid-Cap 400 Value ETF464287705SHS3,482$458,187dollars as filed
PepsiCo,Inc.713448108COM3,158$453,268dollars as filed
INVESCO EXCH TRD SLF IDX FD46139W825BUL 2033 COR ETF21,103$452,871dollars as filed
Netflix, Inc64110L106COM4,745$444,892dollars as filed
SPDR GOLD TR78463V107GOLD SHS1,106$438,319dollars as filed
ENTERGY CORP NEW COM29364G103Stock4,708$435,177dollars as filed
Walmart Inc.931142103COM3,831$426,771dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS704$424,710dollars as filed
Southern Company842587107COM4,818$420,095dollars as filed
Invesco BulletShares 2030 Corp Bd ETF46138J460SHS24,428$413,322dollars as filed
DT MIDSTREAM INC COMMON STOCK23345M107Stock3,384$405,051dollars as filed
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF46138J791ETF20,188$395,181dollars as filed
Accenture Plc Class AG1151C101COM1,469$394,219dollars as filed
INVESCO BULLETSHARES 2027 CORPORATE BOND ETF46138J783ETF19,040$375,850dollars as filed
Lockheed Martin Corporation539830109COM757$366,201dollars as filed
INVESCO BULLETSHARES 2028 CORPORATE BOND ETF46138J643ETF17,505$360,603dollars as filed
Cisco Systems,Inc.17275R102COM4,675$360,140dollars as filed
SCHWAB STRATEGIC TR808524706EMRG MKTEQ ETF10,668$349,372dollars as filed
Walt Disney Co254687106COM3,039$345,789dollars as filed
Charles Schwab Corp808513105COM3,365$336,203dollars as filed
ISHARES INC46434G863COM7,574$334,544dollars as filed
AT&T Inc00206R102COM13,456$334,240dollars as filed
Automatic Data Processing,Inc.053015103COM1,240$318,966dollars as filed
Deere & Company244199105COM680$316,597dollars as filed
KROGER CO COM501044101Stock5,000$312,420dollars as filed
INVESCO BULLETSHARES 2029 CORPORATE BOND ETF46138J577ETF16,573$312,153dollars as filed
ISHARES TR464287234MSCI EMG MKT ETF5,693$311,465dollars as filed
ISHARES TR464287887S&P SML 600 GWT2,137$301,627dollars as filed
Micron Technology,Inc.595112103COM1,056$301,460dollars as filed
INVESCO BULLETSHARES 2031 CORPORATE BOND ETF46138J429ETF18,037$301,128dollars as filed
PAYCHEX INC704326107COM2,634$295,432dollars as filed
ISHARES TR46429B663CORE HIGH DV ETF2,405$292,473dollars as filed
General Electric Company369604301COM943$290,543dollars as filed
ISHARES TR464287168COM2,045$288,632dollars as filed
BP PLC SPONSORED ADR055622104ADR8,229$285,794dollars as filed
ISHARES TR464287648RUS 2000 GRW ETF880$284,249dollars as filed
Honeywell Technologies438516106COM1,421$277,264dollars as filed
CONSOLIDATED EDISON INC209115104COM2,694$267,519dollars as filed
Duke Energy Corporation26441C204COM2,273$266,387dollars as filed
MARATHON PETE CORP COM56585A102Stock1,627$264,526dollars as filed
ECOLAB INC COM278865100Stock1,005$263,833dollars as filed
SPDR SER TR78464A862S&P SEMICNDCTR807$259,532dollars as filed
Vanguard Mid-Cap Growth ETF922908538SHS928$259,042dollars as filed
Salesforce.com, Inc79466L302COM967$256,135dollars as filed
ISHARES TR46438G356IBONDS DEC 20319,840$255,348dollars as filed
International Business Machines Corporation459200101COM856$253,487dollars as filed
iShares U.S. Technology ETF464287721SHS1,266$252,806dollars as filed
ISHARES TR464287523COM833$250,784dollars as filed
STERIS PLC SHS USDG8473T100Stock975$247,182dollars as filed
ISHARES TR464287630RUS 2000 VAL ETF1,348$244,213dollars as filed
ISHARES RUSSELL MID-CAP VALUE ETF464287473ETF1,723$243,091dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock272$239,086dollars as filed
ISHARES RUSSELL MID-CAP GROWTH ETF464287481ETF1,741$238,413dollars as filed
Abbott Laboratories002824100COM1,896$237,541dollars as filed
ALLIANT ENERGY CORP COM018802108Stock3,580$232,716dollars as filed
EAGLE CAP GROWTH FD INC269451100CLSD FD21,727$232,479dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock2,756$217,780dollars as filed
GE Vernova Inc.36828A101COM332$216,957dollars as filed
SELECT SECTOR SPDR TR81369Y407SBI CONS DISCR1,770$211,356dollars as filed
Citigroup Inc.172967424COM1,797$209,722dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock2,070$208,843dollars as filed
Waste Management, Inc.94106L109COM928$203,939dollars as filed
Vanguard Mid-Cap Value ETF922908512SHS1,136$201,523dollars as filed
TIMOTHY PLAN887432334INTL ETF5,796$201,019dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085163-26-000001this filing2026-02-03acceptance time not in the bulk data set