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Robert M. Bilkie, Jr. CFA

Sigma Investment Counselors Inc

Assets Managed
$1.893B
Holdings
194
Last Quarter
2026 - Q1
Filed Date
27d ago
Growth Rate
-3.82%(2Q avg: -0.84%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sigma Investment Counselors Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 194 positions.

Assets under management

The assets under management (AUM) of Sigma Investment Counselors Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.893B in assets, with a quarterly growth rate of -3.82% and a 2-quarter average growth rate of -0.84%. The portfolio is managed by Robert M. Bilkie, Jr. CFA, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -2.6%
20.26%
$383.34M
586,856 shares@ $653.22 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 1.65%
7.65%
$144.669M
2.258M shares@ $64.08 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -3.79%
6.99%
$132.229M
1.958M shares@ $67.53 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -3.32%
3.66%
$69.23M
556,913 shares@ $124.32 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 1.56%
2.35%
$44.441M
822,212 shares@ $54.06 avg price
STIP
Ishares 0-5 Year Tips Bond E
Recent Activity
Increased 1.72%
2.23%
$42.13M
407,325 shares@ $103.44 avg price
SJNK
Spdr Bloomberg Short Term Hi
Recent Activity
Increased 1.65%
2.2%
$41.463M
1.66M shares@ $24.99 avg price
IBDX
Ishares Ibonds Dec 2032 Tc
Recent Activity
Increased 4.5%
2.02%
$38.199M
1.512M shares@ $25.28 avg price
IBDW
Ishares Ibonds Dec 2031 Corp
Recent Activity
Increased 3.56%
2.01%
$38.009M
1.816M shares@ $20.93 avg price
IWB
Ishares Russell 1000 Etf
Recent Activity
Decreased -2.77%
1.99%
$37.629M
105,534 shares@ $356.57 avg price

1-10 of 194