Sigma Planning Corp

AI_NATIVE detailed information: This accession holds the following tickers:[
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 1,191
Total Value: 3047737957
Accession Number: 0001420506-25-000852
Form Type: 13F-HR
CIK: 0001449126
Manager Name: Sigma Planning Corp

Data Enrichment

56% identified

671 identified520 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,191 positions • $3,047,737.957K total value

1,191 positions

Manager:

SEC FilingSEC DataHachi Filing

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Page 18 of 60

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Tempus AI, Inc.

TEM|88023B103

Shares:33.5K

Value:$1.6M

33738D879

Shares:67.9K

Value:$1.6M

316092501

Shares:23.0K

Value:$1.6M

KELLANOVA

K|487836108

Shares:19.4K

Value:$1.6M

CLOROX CO /DE/

CLX|189054109

Shares:10.8K

Value:$1.6M

09789C861

Shares:32.0K

Value:$1.6M

MCKESSON CORP

MCK|58155Q103

Shares:2.4K

Value:$1.6M

92204A306

VDE|92204A306

Shares:11.9K

Value:$1.5M

85207H104

Shares:64.0K

Value:$1.5M

COPART INC

CPRT|217204106

Shares:27.2K

Value:$1.5M

33734X184

Shares:37.3K

Value:$1.5M

97717X669

Shares:19.1K

Value:$1.5M

Phillips 66

PSX|718546104

Shares:12.3K

Value:$1.5M

46090F100

Shares:111.2K

Value:$1.5M

Air Products & Chemicals, Inc.

APD|009158106

Shares:5.1K

Value:$1.5M

78468R663

Shares:16.4K

Value:$1.5M

CSX CORP

CSX|126408103

Shares:51.0K

Value:$1.5M

PRICE T ROWE GROUP INC

TROW|74144T108

Shares:16.3K

Value:$1.5M

74255Y607

Shares:30.8K

Value:$1.5M

XPO, Inc.

XPO|983793100

Shares:13.9K

Value:$1.5M

Instrument	Shares		Other Manager	Value
Tempus Ai, Inc.(TEMcusip88023B103)	33.5K	QoQ -0.36% (-123) YoY NEW(+33.5K)	All Managers (Combined)	$1.6M	QoQ +42.36% (-$481.1K) YoY NEW(+$1.6M)
(cusip33738D879)✕	67.9K	QoQ -22.49% (-19.7K) YoY -20.39% (-17.4K)	All Managers (Combined)	$1.6M	QoQ -24.15% (-$513.1K) YoY -22.86% (-$477.4K)
(cusip316092501)✕	23.0K	QoQ +77.18% (+10.0K) YoY +42.26% (+6.8K)	All Managers (Combined)	$1.6M	QoQ +79.34% (+$708.6K) YoY +66.48% (+$639.6K)
Kellanova(Kcusip487836108)	19.4K	QoQ -24.06% (-6.1K) YoY -47.81% (-17.8K)	All Managers (Combined)	$1.6M	QoQ -22.63% (-$467.9K) YoY -24.86% (-$529.3K)
Clorox Co /De/(CLXcusip189054109)	10.8K	QoQ -0.54% (-59) YoY -47.48% (-9.8K)	All Managers (Combined)	$1.6M	QoQ -9.82% (-$173.5K) YoY -49.49% (-$1.6M)
(cusip09789C861)✕	32.0K	QoQ +5.74% (+1.7K) YoY -58.20% (-44.5K)	All Managers (Combined)	$1.6M	QoQ +6.12% (+$91.7K) YoY -58.13% (-$2.2M)
Mckesson Corp(MCKcusip58155Q103)	2.4K	QoQ +1.77% (+41) YoY -22.62% (-688)	All Managers (Combined)	$1.6M	QoQ +20.21% (+$266.3K) YoY -3.01% (-$49.2K)
(VDEcusip92204A306)	11.9K	QoQ +5.34% (+606) YoY -4.25% (-530)	All Managers (Combined)	$1.5M	QoQ +12.64% (+$173.7K) YoY -5.70% (-$93.6K)
(cusip85207H104)✕	64.0K	QoQ +0.66% (+425) YoY +3.10% (+1.9K)	All Managers (Combined)	$1.5M	QoQ +20.26% (+$259.4K) YoY +43.39% (+$465.9K)
Copart Inc(CPRTcusip217204106)	27.2K	QoQ -8.61% (-2.6K) YoY -22.74% (-8.0K)	All Managers (Combined)	$1.5M	QoQ -9.88% (-$168.7K) YoY -24.52% (-$499.4K)
(cusip33734X184)✕	37.3K	QoQ -13.51% (-5.8K) YoY NEW(+37.3K)	All Managers (Combined)	$1.5M	QoQ -6.23% (-$101.7K) YoY NEW(+$1.5M)
(cusip97717X669)✕	19.1K	QoQ +8.48% (+1.5K) YoY +26.23% (+4.0K)	All Managers (Combined)	$1.5M	QoQ +7.04% (+$100.5K) YoY +32.30% (+$372.9K)
Phillips 66(PSXcusip718546104)	12.3K	QoQ -2.96% (-375) YoY -10.16% (-1.4K)	All Managers (Combined)	$1.5M	QoQ +5.17% (-$74.5K) YoY -32.09% (-$716.2K)
(cusip46090F100)✕	111.2K	QoQ +4.45% (+4.7K) YoY +25.04% (+22.3K)	All Managers (Combined)	$1.5M	QoQ +9.60% (+$132.7K) YoY +22.87% (+$282.1K)
Air Products & Chemicals, Inc.(APDcusip009158106)	5.1K	QoQ -36.08% (-2.9K) YoY -41.32% (-3.6K)	All Managers (Combined)	$1.5M	QoQ -35.00% (-$813.0K) YoY -28.57% (-$603.9K)
(cusip78468R663)✕	16.4K	QoQ +36.49% (+4.4K) YoY -59.39% (-23.9K)	All Managers (Combined)	$1.5M	QoQ +36.94% (+$404.8K) YoY -59.42% (-$2.2M)
Csx Corp(CSXcusip126408103)	51.0K	QoQ +2.97% (-1.5K) YoY +14.12% (-6.3K)	All Managers (Combined)	$1.5M	QoQ -6.08% (-$97.2K) YoY -9.39% (-$155.6K)
Price T Rowe Group Inc(TROWcusip74144T108)	16.3K	QoQ +14.40% (-2.1K) YoY +33.10% (+4.1K)	All Managers (Combined)	$1.5M	QoQ -7.06% (-$113.9K) YoY +0.29% (+$4.4K)
(cusip74255Y607)✕	30.8K	QoQ -4.26% (-1.4K) YoY +38.31% (+8.5K)	All Managers (Combined)	$1.5M	QoQ -9.32% (-$154.0K) YoY +35.48% (+$392.2K)
Xpo, Inc.(XPOcusip983793100)	13.9K	QoQ -26.91% (-5.1K) YoY -24.86% (-4.6K)	All Managers (Combined)	$1.5M	QoQ -40.04% (-$998.6K) YoY -33.76% (-$761.9K)