Sigma Planning Corp has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing lists the firm's principal executive office at 300 Parkland Plaza in Ann Arbor, Michigan, and identifies Andrew D. Kilbarger, the Chief Compliance Officer, as the authorized signatory.
The information table provided in the filing details a portfolio consisting of 374 distinct equity securities. The filing indicates that Sigma Planning holds these positions in a variety of sectors, including technology, healthcare, energy, and financial services. Notable holdings mentioned in the disclosure include Apple Inc., with a reported position size, as well as significant stakes in Alphabet Inc., Broadcom Inc., and Chevron Corporation.
The portfolio also includes a substantial allocation to exchange-traded funds (ETFs), with holdings listed for issuers such as BlackRock and Calamos. Additionally, the filing includes positions in international companies, such as ASML Holding N.V. and BP PLC.
