Bigelow Investment Advisors, LLC Portfolio Holdings

Bigelow Investment Advisors, LLC

  • $245 Million
  • Q3 2025

Bigelow Investment Advisors, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $245 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 $16.4M, Spdr S&P 500 ETF Trust with a value of $12.5M, Ishares Gold Trust with a value of $10.4M, Vanguard Dividend Appreciation with a value of $9.29M, and Apple Inc. with a value of $6.96M.

Examining the 13F form we can see an increase of $18.6M in the current position value, from $226M to 245M.

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

Portfolio value $245 Million
ETFs: $149 Million
Technology: $27.1 Million
Financial Services: $12.8 Million
Communication Services: $11.7 Million
Industrials: $11.1 Million
Healthcare: $10.7 Million
Consumer Cyclical: $10.3 Million
Consumer Defensive: $6.08 Million
Other: $5.48 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$49.1B
$1.33 Million 0.54% of portfolio
1,108
Q3 2025 Added 2.5%
$533B
$1.31 Million 0.54% of portfolio
3,843
Q3 2025 Added 0.84%
$204B
$1.33 Million 0.54% of portfolio
9,444
Q3 2025 Reduced 4.28%
$73.7B
$1.29 Million 0.53% of portfolio
4,725
Q3 2025 Added 2.27%
$1.37T
$1.25 Million 0.51% of portfolio
1,704
Q3 2025 Added 2.59%
$367B
$1.24 Million 0.51% of portfolio
3,051
Q3 2025 Added 0.03%
$140B
$1.18 Million 0.48% of portfolio
3,147
Q3 2025 Added 0.58%
$0
$1.09 Million 0.45% of portfolio
4,204
Q3 2025 Reduced 23.65%
$160B
$1.07 Million 0.44% of portfolio
5,377
Q3 2025 Reduced 0.22%
$128B
$1.07 Million 0.44% of portfolio
11,257
Q3 2025 Reduced 5.2%
$0
$1.07 Million 0.44% of portfolio
39,614
Q3 2025 Reduced 0.62%
$413B
$1.05 Million 0.43% of portfolio
20,448
Q3 2025 Added 1.33%
$0
$1.04 Million 0.42% of portfolio
21,382
Q3 2025 Added 2.69%
$140B
$1.02 Million 0.42% of portfolio
4,078
Q3 2025 Reduced 0.8%
$0
$1.01 Million 0.41% of portfolio
6,944
Q3 2025 Reduced 1.22%
$177B
$1 Million 0.41% of portfolio
5,152
Q3 2025 Reduced 5.68%
$0
$972,000 0.4% of portfolio
17,943
Q3 2025 Reduced 4.93%
$662B
$942,000 0.39% of portfolio
1,875
Q3 2025 Reduced 0.27%
$0
$930,000 0.38% of portfolio
31,396
Q3 2025 Reduced 4.37%
$512B
$937,000 0.38% of portfolio
1,649
Q3 2025 Reduced 4.63%
$96.4B
$900,000 0.37% of portfolio
7,279
Q3 2025 Reduced 0.57%
$0
$908,000 0.37% of portfolio
16,928
Q3 2025 Added 3.58%
$57.4B
$878,000 0.36% of portfolio
1,375
Q3 2025 Reduced 1.93%
$97.3B
$808,000 0.33% of portfolio
9,555
Q3 2025 Added 0.94%
$291B
$818,000 0.33% of portfolio
1,715
Q3 2025 Added 2.76%
$79.2B
$802,000 0.33% of portfolio
11,503
Q3 2025 Added 0.99%
$300B
$799,000 0.33% of portfolio
2,315
Q3 2025 Reduced 40.27%
$65.7B
$758,000 0.31% of portfolio
9,488
Q3 2025 Added 5.95%
$197B
$748,000 0.31% of portfolio
3,654
Q3 2025 Added 2.96%
$0
$723,000 0.3% of portfolio
5,712
Q3 2025 Reduced 0.44%
$404B
$734,000 0.3% of portfolio
793
Q3 2025 Added 18.54%
$0
$743,000 0.3% of portfolio
6,682
Q3 2025 Reduced 13.09%
$100B
$707,000 0.29% of portfolio
2,619
Q3 2025 Reduced 3.5%
$144B
$707,000 0.29% of portfolio
1,547
Q3 2025 Reduced 1.65%
$266B
$691,000 0.28% of portfolio
2,451
Q4 2024 Reduced 0.61%
$0
$693,000 0.28% of portfolio
3,243
Q3 2025 Added 141.65%
$0
$695,000 0.28% of portfolio
2,873
Q3 2025 Reduced 5.43%
$0
$684,000 0.28% of portfolio
5,435
Q3 2025 Reduced 11.97%
$388B
$651,000 0.27% of portfolio
4,026
Q3 2025 Added 0.9%
$98.1B
$657,000 0.27% of portfolio
3,847
Q3 2025 Added 7.04%
$172B
$664,000 0.27% of portfolio
15,126
Q3 2025 Added 7.38%
$0
$600,000 0.25% of portfolio
25,602
Q3 2025 Reduced 4.26%
$235B
$597,000 0.24% of portfolio
7,122
Q3 2025 Reduced 6.78%
$191B
$593,000 0.24% of portfolio
110
Q3 2025 Added 1.85%
$54.5B
$555,000 0.23% of portfolio
2,967
Q3 2025 Added 1.54%
$73.4B
$572,000 0.23% of portfolio
16,131
Q3 2025 Reduced 2.12%
$279B
$557,000 0.23% of portfolio
5,412
Q3 2025 Added 15.44%
$0
$565,000 0.23% of portfolio
4,732
Q3 2025 Added 7.62%
$156B
$556,000 0.23% of portfolio
5,018
Q2 2025 Reduced 9.06%

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $245 Million
  • Prior Value $226 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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