Sigma Investment Counselors Inc. filed its Form 13F-HR with the SEC for the period ending September 30, 2026. The filing details the firm's equity portfolio holdings as of the close of that quarter.
The report lists 218 total equity positions held by the firm. The filing indicates that Robert M. Bilkie, Jr., CFA, serves as the CEO and authorized signer for the report.
Among the disclosed holdings, the portfolio saw a substantial increase in the position of NVIDIA Corporation. The firm disclosed ownership of 35,017,332 shares, representing 15.3% of the total equity portfolio value. This position was valued at approximately $3.503 billion.
In addition to the technology sector, the portfolio includes significant positions in other large-cap companies. These include Apple Inc., with 38,709,751 shares valued at $3.871 billion; Microsoft Corporation, with 26,727,936 shares valued at $2.673 billion; and Amazon.com Inc., with 19,857,938 shares valued at $1.986 billion.
The filing also lists a variety of exchange-traded funds (ETFs) within the portfolio, including the Invesco Exchange Traded Fund S&P 500 Equal Weight ETF, the iShares Core S&P 500 ETF, and the iShares Core S&P 500 ETF.
