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 ETFs Only

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%
$0
$6.45 Million 2.6% of portfolio
100,465
Q4 2025 Added 3.8%
$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%
$0
$3.56 Million 1.43% of portfolio
37,400
Q4 2025 Added 12.71%
$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%
$0
$2.85 Million 1.15% of portfolio
39,705
Q4 2025 Added 6.01%
$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%
$0
$1.66 Million 0.67% of portfolio
9,192
Q4 2025 Added 4.29%
$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%
$0
$1.19 Million 0.48% of portfolio
24,691
Q4 2025 Added 15.48%
$0
$1.15 Million 0.46% of portfolio
4,070
Q4 2025 Reduced 3.19%
$0
$1.02 Million 0.41% of portfolio
18,956
Q4 2025 Added 11.98%
$0
$1.03 Million 0.41% of portfolio
38,481
Q4 2025 Reduced 2.86%
$0
$975,000 0.39% of portfolio
6,642
Q4 2025 Reduced 4.35%
$0
$920,000 0.37% of portfolio
16,778
Q4 2025 Reduced 6.49%
$0
$811,000 0.33% of portfolio
27,826
Q4 2025 Reduced 11.37%
$0
$791,000 0.32% of portfolio
6,632
Q4 2025 Added 40.15%
$0
$761,000 0.31% of portfolio
3,615
Q4 2025 Added 11.47%
$0
$725,000 0.29% of portfolio
6,550
Q4 2025 Reduced 1.98%
$0
$706,000 0.28% of portfolio
5,712
Q3 2025 Reduced 0.44%
$0
$654,000 0.26% of portfolio
5,163
Q4 2025 Reduced 5.0%
$0
$608,000 0.24% of portfolio
2,561
Q4 2025 Reduced 10.86%
$0
$586,000 0.24% of portfolio
3,572
Q4 2025 Added 2.12%
$130B
$576,000 0.23% of portfolio
1,534
Q4 2025 Reduced 3.82%
$0
$535,000 0.22% of portfolio
25,250
Q4 2025 Added 2.04%
$0
$540,000 0.22% of portfolio
715
Q4 2024 Reduced 7.98%
$0
$508,000 0.2% of portfolio
21,716
Q4 2025 Reduced 15.18%
$0
$497,000 0.2% of portfolio
18,141
Q4 2025 Reduced 6.36%

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
Track This Portfolio

Track Bigelow Investment Advisors, LLC Portfolio

Follow Bigelow Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bigelow Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bigelow Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email