Institutions / Sigma Planning Corp
Sigma Planning Corp
CIK 1449126 · Institution · as of Jun 30, 2026
Portfolio value
$3.97B
Positions
1,394
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$3.97B+9.6%Positions
1,394+8.3%Top holdings
Jun 30, 2026View all 1,394 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $211.77M | 5.3% |
| Apple Inc. | $167.76M | 4.2% |
| NVIDIA Corp | $110.62M | 2.8% |
| Invesco Qqq Tr | $85.22M | 2.1% |
| Amazon.com Inc | $71.09M | 1.8% |
| State Str SPDR S&P 500 ETF T | $60.19M | 1.5% |
| iShares Tr | $58.82M | 1.5% |
| iShares Tr | $54.68M | 1.4% |
| Microsoft Corp | $50.09M | 1.3% |
| Vanguard Index Fds | $49.20M | 1.2% |
| Alphabet Inc. | $48.37M | 1.2% |
| iShares MSCI UAE ETF | $36.64M | 0.9% |
| Schwab Strategic Tr | $32.66M | 0.8% |
| Alphabet Inc. | $30.71M | 0.8% |
| Schwab Strategic Tr | $29.30M | 0.7% |
| Micron Technology Inc | $29.04M | 0.7% |
| Caterpillar Inc | $26.82M | 0.7% |
| iShares Tr | $26.30M | 0.7% |
| Vanguard Index Fds | $25.32M | 0.6% |
| Broadcom Inc. | $24.22M | 0.6% |
| Capital Group Dividend Value | $22.90M | 0.6% |
| Advanced Micro Devices Inc | $22.37M | 0.6% |
| iShares Tr | $21.80M | 0.5% |
| iShares Tr | $21.55M | 0.5% |
| Warren E. Buffett | $21.25M | 0.5% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | NVIDIA Corp | $-20.67M | -103K -15.74% | 552,864 2.79% of portfolio | medium |
| Q2 2026 as of | Trim | Micron Technology Inc | $-13.25M | -11K -31.33% | 25,156 0.73% of portfolio | medium |
| Q2 2026 as of | Trim | Amazon.com Inc | $-12.74M | -53K -15.20% | 298,285 1.79% of portfolio | medium |
| Q2 2026 as of | Trim | Apple Inc. | $-12.18M | -42K -6.77% | 579,763 4.23% of portfolio | medium |
| Q2 2026 as of | Add | 92204A702 | $9.84M | +82K +727.93% | 93,680 0.28% of portfolio | medium |
| Q2 2026 as of | Add | 922908629 | $9.80M | +122K +446.97% | 148,820 0.30% of portfolio | medium |
| Q2 2026 as of | Add | 922908769 | $9.30M | +25K +58.01% | 68,433 0.64% of portfolio | medium |
| Q2 2026 as of | Add | 14020W106 | $9.06M | +184K +65.44% | 464,598 0.58% of portfolio | medium |
| Q2 2026 as of | Add | 922908736 | $8.83M | +103K +583.38% | 120,138 0.26% of portfolio | medium |
| Q2 2026 as of | Trim | 464287804 | $-8.70M | -59K -30.29% | 135,003 0.50% of portfolio | medium |