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 6 of 10
81369Y209
Shares:5.7K
Value:$828.8K
808524508
Shares:25.8K
Value:$677.0K
887432359
Shares:14.4K
Value:$612.6K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
CHEVRON CORP(CVXcusip166764100) | 6.6K | All Managers (Combined) | $1.1M | ||
DTE ENERGY CO(DTEcusip233331107) | 7.9K | QoQ +0.54% (+43) | All Managers (Combined) | $1.1M | |
ELI LILLY & Co(LLYcusip532457108) | 1.3K | QoQ -4.85% (-64)YoY -1.25% (-16) | All Managers (Combined) | $1.0M | |
7.7K | All Managers (Combined) | $1.0M | |||
ORACLE CORP(ORCLcusip68389X105) | 6.4K | All Managers (Combined) | $891.6K | ||
3.3K | QoQ 0.00% (-0)YoY +1.00% (+33) | All Managers (Combined) | $889.5K | ||
14.4K | QoQ -4.82% (-729)YoY -4.78% (-723) | All Managers (Combined) | $885.6K | ||
9.2K | QoQ -1.07% (-100)YoY -8.50% (-856) | All Managers (Combined) | $855.4K | ||
(cusip81369Y209)✕ | 5.7K | All Managers (Combined) | $828.8K | ||
9.8K | QoQ -3.32% (-337)YoY -3.32% (-337) | All Managers (Combined) | $800.0K | ||
15.5K | QoQ 0.00% (-0)YoY -0.76% (-120) | All Managers (Combined) | $770.1K | ||
7.3K | QoQ -1.55% (-115)YoY -6.62% (-515) | All Managers (Combined) | $765.3K | ||
(cusip808524508)✕ | 25.8K | All Managers (Combined) | $677.0K | ||
6.3K | QoQ 0.00% (-0) | All Managers (Combined) | $673.3K | ||
32.3K | All Managers (Combined) | $638.6K | |||
(cusip887432359)✕ | 14.4K | QoQ +0.81% (-117)YoY NEW(+14.4K) | All Managers (Combined) | $612.6K | YoY NEW(+$612.6K) |
20.6K | All Managers (Combined) | $575.8K | |||
3.0K | All Managers (Combined) | $567.5K | |||
3.5K | QoQ +1.61% (+56)YoY +2.64% (+91) | All Managers (Combined) | $559.8K | ||
Accenture plc(ACNcusipG1151C101) | 1.7K | All Managers (Combined) | $523.7K |