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Sigma Planning Corporation
Jerry Rydell · Investment Advisor · Multi-Strategy
Sigma Planning Corporation is an independent registered investment advisor headquartered in Ann Arbor, Michigan. Founded in 1983 by Jerry Rydell, the firm operates as part of the Axtella (formerly SPS Family) group, alongside Sigma Financial Corporation and Parkland Securities. The institution provides comprehensive financial planning, portfolio management, and consulting services to a diverse range of clients, including high-net-worth individuals, pension plans, and charitable organizations. Sigma Planning Corporation emphasizes a personalized, client-focused approach, utilizing a combination of fundamental, technical, and cyclical analysis to manage discretionary and non-discretionary accounts. The firm is committed to maintaining its independence while helping clients achieve long-term financial freedom through disciplined asset allocation and professional guidance.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +21.2% |
| YTD return | +16.0% |
| Sharpe ratio | 3.19 |
| Win rate | 60% |
| AUM | $0.8B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.8B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.sigmafinancial.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 23.2% | +28.8% |
| NVDA | NVIDIA Corporation | 15.1% | +15.7% |
| AMZN | Amazon.com Inc | 9.4% | +12.5% |
| GOOGL | Alphabet Inc Class A | 9.2% | +30.1% |
| MSFT | Microsoft Corporation | 8.2% | -0.6% |
| MU | Micron Technology Inc | 3.1% | +77.0% |
| META | Meta Platforms Inc. | 2.9% | -4.2% |
| AVGO | Broadcom Inc | 2.9% | +4.0% |
| BRK-A | Berkshire Hathaway Inc | 2.6% | +5.1% |
| CAT | Caterpillar Inc | 2.5% | +31.3% |
| CRWD | Crowdstrike Holdings Inc | 2.4% | +35.2% |
| AMD | Advanced Micro Devices Inc | 2.4% | +50.2% |
| JPM | JPMorgan Chase & Co | 2.4% | +10.8% |
| CVX | Chevron Corp | 2.2% | +25.0% |
| JNJ | Johnson & Johnson | 2.1% | +10.0% |
| LLY | Eli Lilly and Company | 2.1% | +28.1% |
| TSLA | Tesla Inc | 1.9% | +10.3% |
| COST | Costco Wholesale Corp | 1.8% | -4.5% |
| ABBV | AbbVie Inc | 1.8% | +6.5% |
| XOM | Exxon Mobil Corp | 1.6% | -1.2% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | BUY | AMD | 2.2% → 2.4% |
| Sep 14, 2026 | SELL | BRK-A | 2.6% → 2.6% |
| Sep 14, 2026 | BUY | NVDA | 15.1% → 15.1% |
| Sep 14, 2026 | SELL | ABBV | 1.8% → 1.8% |
| Sep 14, 2026 | BUY | JPM | 2.4% → 2.4% |
Investment Style Analysis
Sigma Planning Corporation is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $0.8B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, Sigma Planning Corporation made a significant move by increasing exposure to AMD. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm's core investment philosophy centers on personalized service and the achievement of long-term financial freedom through disciplined planning and asset allocation. Sigma Planning Corporation utilizes a combination of fundamental, technical, and cyclical analysis to tailor portfolios to the specific risk tolerances and objectives of its clients. By maintaining independence from large financial conglomerates, the firm seeks to provide objective advice and high-quality solutions, focusing on consistent monitoring and rebalancing to preserve and grow client wealth across various market cycles.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Sigma Planning Corporation.
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Frequently asked questions
How is the simulated portfolio for Sigma Planning Corporation constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Sigma Planning Corporation's largest holding?
As of the latest filing, Sigma Planning Corporation's top position is Apple Inc (AAPL), representing 23.2% of the portfolio. This reflects a high-conviction bet by the institution.
What is Sigma Planning Corporation's historical performance and risk profile?
Our simulation indicates a total return of +21.2% with a win rate of 60%. Notably, the portfolio maintains a Sharpe Ratio of 3.19, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Sigma Planning Corporation primarily invest in?
Sigma Planning Corporation has a strong preference for the Semiconductors sector, which makes up 23.6% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is Sigma Planning Corporation's portfolio concentrated or diversified?
Sigma Planning Corporation runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 47.7% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Sigma Planning Corporation performed in 2026?
Our AI-simulated model portfolio for Sigma Planning Corporation tracks a Year-to-Date (YTD) return of +16.0%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Jerry Rydell manage Sigma Planning Corporation directly?
Yes, Jerry Rydell serves as the key portfolio manager for Sigma Planning Corporation, overseeing the investment strategy and final capital allocation decisions.