Sigma-Investment-Counselors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, null, null, null, null, null, null, null, "ACN", "ABT", "ABBV", "ADBE", "GOOGL", "AXP", "CAT", "AVGO", "LOW", "ARCC", null, "DUK", "HON", "HD", "HPQ", null, "ISRG", "MUB", "META", "IVW", "IJH", null, null, null, "KMI", "ICF", "IWS", null, "MPC", "MA", "MSFT", null, null, "BX", "IJR", "ANET", "KLAC", "IWD", "KR", "ORCL", "PAYX", "EEM", "IWF", "PEP", "PGR", "IEMG", "GBDC", "IVV", "UNH", "AAPL", "SPY", null, "NVDA", "GS", "LMT", "PG", "MRK", null, "IEFA", "SCHX", null, "SLB", "ROP", "SNA", "RTX", "GLD", null, null, "BP", "IBM", null, "SYK", "SNPS", "TGT", "TJX", "TDG", "UPS", "VO", "DTM", "VXF", "SCHW", "VWO", "PRF", "VCIT", "GRF", "IWO", "IWN", "GGG", "GPN", null, null, "VYM", "VRTX", null, "LECO", null, "DECK", "AJG", "WM", "IWP", "IWR", null, null, "AMZN", "SCHB", "IVE", "ESGD", "VGT", "VUG", "VEA", null, "VBK", "VTEB", "VOT", "VOO", "VTV", "V", "WMT", "XPO", null, "LNT", "DTE", "SCHD", "DVY", null, "SCHF", null, "SCHA", null, "SO", null, "CRM", "LII", null, null, "PSA", "NUE", "STE", "KMB", "ADP", "BAC", "BRK-B", "BA", "BMY", "CVX", "CSCO", "KO", "CMCSA", "CL", "ED", "COST", "DHR", "DE", "IJJ", "EFA", "IWB", "NEE", "QQQ", "IWM", "MDY", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "PM", null, "XLK", "ITOT", "URI", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-30
- Total Holdings
- 187
- Total Value
- 1635269175
- Accession Number
- 0001085146-25-002459
- Form Type
- 13F-HR
- Manager Name
- Sigma-Investment-Counselors
Data Enrichment
79% identified147 identified40 unidentified
Holdings
187 positions
Manager:
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Page 4 of 10
03073E105
Shares:15.1K
Value:$4.2M
81369Y506
Shares:42.6K
Value:$4.0M
464287176
Shares:28.2K
Value:$3.1M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
COCA COLA CO(KOcusip191216100) | 64.5K | All Managers (Combined) | $4.6M | ||
8.8K | QoQ -2.78% (-251)YoY +7.21% (+589) | All Managers (Combined) | $4.2M | ||
(cusip03073E105)✕ | 15.1K | QoQ -4.78% (-758)YoY -4.49% (-709) | All Managers (Combined) | $4.2M | |
57.9K | All Managers (Combined) | $4.1M | |||
11.3K | QoQ -2.31% (-267)YoY -3.97% (-466) | All Managers (Combined) | $4.1M | ||
NUCOR CORP(NUEcusip670346105) | 33.3K | QoQ -0.25% (-85) | All Managers (Combined) | $4.0M | |
(cusip81369Y506)✕ | 42.6K | All Managers (Combined) | $4.0M | ||
28.7K | All Managers (Combined) | $3.5M | |||
41.6K | All Managers (Combined) | $3.4M | |||
42.5K | YoY NEW(+42.5K) | All Managers (Combined) | $3.3M | YoY NEW(+$3.3M) | |
11.5K | QoQ -0.69% (-80)YoY +4.56% (+501) | All Managers (Combined) | $3.3M | ||
ADOBE INC.(ADBEcusip00724F101) | 8.4K | QoQ -5.28% (-467)YoY +1.78% (-147) | All Managers (Combined) | $3.2M | |
Prologis, Inc.(PLDcusip74340W103) | 28.4K | All Managers (Combined) | $3.2M | ||
(cusip464287176)✕ | 28.2K | All Managers (Combined) | $3.1M | ||
Public Storage(PSAcusip74460D109) | 9.9K | QoQ -5.02% (-525)YoY -3.04% (-312) | All Managers (Combined) | $3.0M | |
123.6K | All Managers (Combined) | $2.7M | |||
Broadcom Inc.(AVGOcusip11135F101) | 16.0K | All Managers (Combined) | $2.7M | ||
65.8K | All Managers (Combined) | $2.7M | |||
91.7K | All Managers (Combined) | $2.6M | |||
12.7K | All Managers (Combined) | $2.6M |