Bigelow Investment Advisors, LLC Portfolio Holdings

Bigelow Investment Advisors, LLC

  • $249 Million
  • Q4 2025

Bigelow Investment Advisors, LLC has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $249 Million distributed in 149 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $17.4M, Spdr S&P 500 ETF Trust with a value of $12M, Ishares Gold Trust with a value of $11M, Vanguard Dividend Appreciation with a value of $9.3M, and Apple Inc. with a value of $7.19M.

Examining the 13F form we can see an increase of $3.91M in the current position value, from $245M to 249M.

Below you can find more details about Bigelow Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $249 Million
ETFs: $154 Million
Technology: $26.1 Million
Financial Services: $12.6 Million
Communication Services: $11.7 Million
Industrials: $11.6 Million
Healthcare: $11.3 Million
Consumer Cyclical: $9.98 Million
Consumer Defensive: $5.91 Million
Other: $5.66 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.4 Million 6.98% of portfolio
25,697
Q4 2025 Added 4.91%
$0
$12 Million 4.84% of portfolio
18,067
Q4 2025 Reduced 3.54%
$65.3B
$11 Million 4.44% of portfolio
143,370
Q4 2025 Added 0.63%
$0
$9.3 Million 3.74% of portfolio
51,034
Q4 2025 Added 0.09%
$4.3T
$7.19 Million 2.89% of portfolio
26,901
Q4 2025 Reduced 1.63%
$0
$6.45 Million 2.6% of portfolio
100,465
Q4 2025 Added 3.8%
$3.78T
$5.63 Million 2.26% of portfolio
11,088
Q4 2025 Added 0.17%
$0
$5.51 Million 2.22% of portfolio
163,967
Q4 2025 Added 4.85%
$0
$5.18 Million 2.09% of portfolio
160,652
Q4 2025 Added 1.13%
$0
$5.1 Million 2.05% of portfolio
192,311
Q4 2025 Reduced 8.06%
$0
$4.91 Million 1.98% of portfolio
201,602
Q4 2025 Added 18.09%
$0
$4.83 Million 1.94% of portfolio
117,285
Q4 2025 Added 14.48%
$0
$4.79 Million 1.93% of portfolio
41,006
Q4 2025 Reduced 5.84%
$0
$4.34 Million 1.75% of portfolio
82,156
Q4 2025 Added 22.89%
$465B
$4 Million 1.61% of portfolio
21,454
Q4 2025 Reduced 7.04%
$1.65T
$3.63 Million 1.46% of portfolio
13,133
Q4 2025 Reduced 6.86%
$522B
$3.38 Million 1.36% of portfolio
16,941
Q4 2025 Added 0.42%
$0
$3.31 Million 1.33% of portfolio
37,340
Q4 2025 Added 1.38%
$0
$3.26 Million 1.31% of portfolio
32,566
Q4 2025 Added 8.48%
$881B
$3.19 Million 1.29% of portfolio
10,634
Q4 2025 Reduced 0.08%
$1.74T
$3.12 Million 1.26% of portfolio
10,934
Q4 2025 Reduced 2.44%
$255B
$2.9 Million 1.17% of portfolio
8,493
Q4 2025 Reduced 2.14%
$0
$2.85 Million 1.15% of portfolio
39,705
Q4 2025 Added 6.01%
$0
$2.78 Million 1.12% of portfolio
14,829
Q4 2025 Added 4.27%
$258B
$2.68 Million 1.08% of portfolio
15,234
Q4 2025 Reduced 1.18%
$2.39T
$2.55 Million 1.02% of portfolio
10,850
Q4 2025 Reduced 0.8%
$0
$2.54 Million 1.02% of portfolio
13,188
Q4 2025 Added 6.7%
$0
$2.47 Million 0.99% of portfolio
49,370
Q4 2025 Reduced 2.72%
$0
$2.26 Million 0.91% of portfolio
41,982
Q4 2025 Added 4.61%
$0
$2.23 Million 0.9% of portfolio
86,442
Q4 2025 Reduced 0.91%
$0
$2.08 Million 0.84% of portfolio
14,757
Q4 2025 Added 3.4%
$0
$2.06 Million 0.83% of portfolio
46,311
Q4 2025 Reduced 15.09%
$0
$2.04 Million 0.82% of portfolio
33,211
Q4 2025 Reduced 1.18%
$0
$1.98 Million 0.8% of portfolio
38,773
Q4 2025 Added 0.17%
$0
$1.94 Million 0.78% of portfolio
15,192
Q4 2025 Added 6.19%
$0
$1.75 Million 0.71% of portfolio
20,989
Q4 2025 Added 2.51%
$168B
$1.77 Million 0.71% of portfolio
20,646
Q4 2025 Reduced 6.83%
$490B
$1.73 Million 0.7% of portfolio
14,725
Q4 2025 Added 2.59%
$346B
$1.68 Million 0.68% of portfolio
11,538
Q4 2025 Reduced 3.29%
$193B
$1.67 Million 0.67% of portfolio
15,845
Q4 2025 Added 2.05%
$0
$1.66 Million 0.67% of portfolio
9,192
Q4 2025 Added 4.29%
$593B
$1.65 Million 0.66% of portfolio
7,517
Q4 2025 Reduced 1.11%
$0
$1.63 Million 0.65% of portfolio
15,167
Q4 2025 Added 5.48%
$0
$1.61 Million 0.65% of portfolio
55,547
Q4 2025 Reduced 6.25%
$0
$1.61 Million 0.65% of portfolio
11,719
Q4 2025 Reduced 7.21%
$170B
$1.61 Million 0.65% of portfolio
11,006
Q4 2025 Added 0.63%
$319B
$1.56 Million 0.63% of portfolio
20,018
Q4 2025 Reduced 5.02%
$94.5B
$1.54 Million 0.62% of portfolio
4,475
Q4 2025 Added 0.09%
$28.7B
$1.5 Million 0.6% of portfolio
25,800
Q2 2023 Reduced 1.71%

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $249 Million
  • Prior Value $245 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 28, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 5 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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