Sigma-Planning

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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: sigma-planning
Manager Name: Sigma-Planning

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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Value:$421.9K

Instrument	Shares		Other Manager	Value
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	2.1K	QoQ -20.17% (-539) YoY -32.40% (-1.0K)	All Managers (Combined)	$446.2K	QoQ -20.56% (-$115.5K) YoY -33.62% (-$226.0K)
(cusip887432326)✕	11.9K	QoQ +0.03% (+4) YoY -10.67% (-1.4K)	All Managers (Combined)	$445.9K	QoQ +3.51% (+$15.1K) YoY -7.10% (-$34.1K)
(cusip464286400)✕	17.2K	QoQ NEW(+17.2K) YoY NEW(+17.2K)	All Managers (Combined)	$444.0K	QoQ NEW(+$444.0K) YoY NEW(+$444.0K)
CROWN CASTLE INC.(CCIcusip22822V101)	4.2K	QoQ -63.52% (-7.3K) YoY -69.68% (-9.7K)	All Managers (Combined)	$439.2K	QoQ -58.11% (-$609.4K) YoY -70.14% (-$1.0M)
SEMPRA(SREcusip816851109)	6.1K	QoQ -4.42% (-284) YoY +4.90% (+287)	All Managers (Combined)	$438.1K	QoQ -22.25% (-$125.4K) YoY +4.20% (+$17.7K)
(IYRcusip464287739)	4.6K	QoQ +99.21% (+2.3K) YoY -27.64% (-1.7K)	All Managers (Combined)	$437.8K	QoQ +104.94% (+$224.2K) YoY -22.94% (-$130.4K)
(cusip25434V104)✕	11.4K	QoQ +2.46% (-273) YoY NEW(+11.4K)	All Managers (Combined)	$437.1K	QoQ -2.72% (-$12.3K) YoY NEW(+$437.1K)
(cusip46435U713)✕	9.7K	QoQ -35.47% (-5.3K) YoY -46.33% (-8.3K)	All Managers (Combined)	$435.8K	QoQ -37.17% (-$257.9K) YoY -44.22% (-$345.5K)
LA-Z-BOY INC(LZBcusip505336107)	11.1K	QoQ 0.00% (-0) YoY -5.45% (-642)	All Managers (Combined)	$434.7K	QoQ -10.27% (-$49.8K) YoY -1.76% (-$7.8K)
(cusip45782C664)✕	10.4K	QoQ -2.82% (-302) YoY -4.98% (-546)	All Managers (Combined)	$434.5K	QoQ -5.37% (-$24.7K) YoY +1.03% (-$4.4K)
(cusip46438G612)✕	16.8K	QoQ -57.08% (-22.4K) YoY NEW(+16.8K)	All Managers (Combined)	$434.2K	QoQ -57.65% (-$591.3K) YoY NEW(+$434.2K)
ROYAL CARIBBEAN CRUISES LTD(RCLcusipV7780T103)	2.1K	QoQ -8.96% (-207) YoY -10.02% (-234)	All Managers (Combined)	$431.5K	QoQ -18.94% (-$100.9K) YoY +32.93% (-$106.9K)
W. P. Carey Inc.(WPCcusip92936U109)	6.8K	QoQ -3.36% (-237) YoY -45.52% (-5.7K)	All Managers (Combined)	$428.9K	QoQ +11.93% (-$45.7K) YoY -39.09% (-$275.3K)
(cusip46641Q647)✕	8.6K	QoQ -4.59% (-413) YoY -1.46% (-127)	All Managers (Combined)	$428.4K	QoQ -4.87% (-$22.0K) YoY -2.89% (-$12.8K)
(cusip33740F342)✕	19.3K	QoQ -1.17% (-230) YoY NEW(+19.3K)	All Managers (Combined)	$426.6K	QoQ -5.62% (-$25.4K) YoY NEW(+$426.6K)
(cusipY27183600)✕	18.6K	QoQ -0.40% (-75) YoY -13.84% (-3.0K)	All Managers (Combined)	$426.2K	QoQ +4.25% (-$17.4K) YoY -3.02% (-$13.3K)
(cusip47103U100)✕	7.0K	QoQ NEW(+7.0K) YoY NEW(+7.0K)	All Managers (Combined)	$426.0K	QoQ NEW(+$426.0K) YoY NEW(+$426.0K)
ALLIANT ENERGY CORP(LNTcusip018802108)	6.6K	QoQ +6.27% (+388) YoY +21.14% (+1.1K)	All Managers (Combined)	$423.1K	QoQ +15.62% (+$57.2K) YoY +54.64% (+$149.5K)
J M SMUCKER Co(SJMcusip832696405)	3.6K	QoQ +26.05% (+738) YoY -46.41% (-3.1K)	All Managers (Combined)	$422.9K	QoQ +35.56% (+$110.9K) YoY -49.58% (-$415.9K)
(cusip46138J791)✕	21.7K	QoQ +9.81% (+1.9K) YoY -86.94% (-144.3K)	All Managers (Combined)	$421.9K	QoQ +10.10% (+$38.7K) YoY -86.76% (-$2.8M)