Bigelow Investment Advisors, LLC
CIK: 0001729516SEC EDGAR →
Portfolio Value
$256.0M
Holdings
149
As of
Q4 2025
New Positions
148
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 25,697 | $17.6M | 6.88% |
| 2 | SPDR S&P 500 ETF TR | 18,067 | $12.3M | 4.81% |
| 3 | ISHARES GOLD TR | 143,370 | $11.6M | 4.55% |
| 4 | VANGUARD SPECIALIZED FUNDS | 51,034 | $11.2M | 4.38% |
| 5 | APPLE INC | 26,901 | $7.3M | 2.86% |
| 6 | ISHARES TR | 100,465 | $6.6M | 2.59% |
| 7 | FIRST TR EXCHNG TRADED FD VI | 163,967 | $5.6M | 2.19% |
| 8 | MICROSOFT CORP | 11,088 | $5.4M | 2.09% |
| 9 | SCHWAB STRATEGIC TR | 160,652 | $5.2M | 2.05% |
| 10 | SCHWAB STRATEGIC TR | 192,311 | $5.2M | 2.02% |
Quarterly Changes
New Positions (149)
$17.6M · 26K shares
$12.3M · 18K shares
$11.6M · 143K shares
$11.2M · 51K shares
$7.3M · 27K shares
$6.6M · 100K shares
$5.6M · 164K shares
$5.4M · 11K shares
$5.2M · 161K shares
$5.2M · 192K shares
$4.9M · 41K shares
$4.9M · 202K shares
$4.8M · 117K shares
$4.3M · 82K shares
$4.1M · 13K shares
$4.0M · 21K shares
$3.6M · 37K shares
$3.5M · 17K shares
$3.4M · 11K shares
$3.4M · 11K shares
$3.3M · 37K shares
$3.3M · 33K shares
$3.1M · 8K shares
$2.9M · 40K shares
$2.8M · 15K shares
$2.8M · 15K shares
$2.5M · 11K shares
$2.5M · 49K shares
$2.4M · 13K shares
$2.3M · 86K shares
$2.3M · 42K shares
$2.1M · 15K shares
$2.1M · 33K shares
$2.1M · 46K shares
$2.0M · 15K shares
$2.0M · 39K shares
$1.8M · 16K shares
$1.8M · 9K shares
$1.8M · 15K shares
$1.8M · 21K shares
$1.7M · 11K shares
$1.7M · 21K shares
$1.7M · 12K shares
$1.6M · 56K shares
$1.6M · 12K shares
$1.6M · 15K shares
$1.5M · 26K shares
$1.5M · 20K shares
$1.5M · 4K shares
$1.5M · 8K shares
$1.3M · 4K shares
$1.3M · 9K shares
$1.3M · 19K shares
$1.3M · 5K shares
$1.2M · 2K shares
$1.2M · 5K shares
$1.2M · 25K shares
$1.2M · 2K shares
$1.2M · 9K shares
$1.2M · 4K shares
$1.1M · 21K shares
$1.1M · 12K shares
$1.1M · 11K shares
$1.0M · 3K shares
$1.0M · 38K shares
$999K · 3K shares
$989K · 7K shares
$973K · 4K shares
$953K · 2K shares
$942K · 2K shares
$919K · 2K shares
$903K · 1K shares
$901K · 17K shares
$864K · 7K shares
$856K · 4K shares
$836K · 28K shares
$791K · 7K shares
$789K · 9K shares
$780K · 5K shares
$763K · 4K shares
$760K · 2K shares
$739K · 2K shares
$736K · 6K shares
$728K · 3K shares
$727K · 9K shares
$719K · 7K shares
$712K · 2K shares
$707K · 820 shares
$707K · 3K shares
$706K · 7K shares
$679K · 11K shares
$665K · 5K shares
$658K · 2K shares
$649K · 604 shares
$647K · 6K shares
$630K · 3K shares
$627K · 15K shares
$616K · 5K shares
$607K · 2K shares
$602K · 4K shares
$599K · 112 shares
$582K · 16K shares
$576K · 6K shares
$568K · 4K shares
$550K · 3K shares
$547K · 3K shares
$538K · 715 shares
$527K · 25K shares
$520K · 2K shares
$516K · 18K shares
$509K · 2K shares
$507K · 22K shares
$503K · 573 shares
$502K · 7K shares
$491K · 1K shares
$490K · 5K shares
$466K · 9K shares
$451K · 9K shares
$438K · 8K shares
$427K · 4K shares
$425K · 642 shares
$407K · 649 shares
$383K · 2K shares
$368K · 15K shares
$359K · 4K shares
$352K · 2K shares
$346K · 2K shares
$333K · 1K shares
$332K · 1K shares
$323K · 3K shares
$323K · 4K shares
$315K · 5K shares
$308K · 1K shares
$294K · 994 shares
$282K · 1K shares
$264K · 3K shares
$263K · 6K shares
$263K · 3K shares
$250K · 670 shares
$250K · 2K shares
$239K · 10K shares
$233K · 946 shares
$225K · 3K shares
$223K · 2K shares
$217K · 942 shares
$209K · 8K shares
$202K · 776 shares
$202K · 650 shares
$200K · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 73 | $156.0M | 60.9% |
| Technology | 18 | $26.7M | 10.4% |
| Unknown | 4 | $16.5M | 6.5% |
| Communication Services | 6 | $11.9M | 4.7% |
| Industrials | 16 | $11.8M | 4.6% |
| Healthcare | 12 | $11.6M | 4.5% |
| Consumer Cyclical | 9 | $10.2M | 4.0% |
| Consumer Defensive | 6 | $5.5M | 2.2% |
| Utilities | 2 | $2.5M | 1.0% |
| Energy | 2 | $2.0M | 0.8% |
| Basic Materials | 1 | $1.3M | 0.5% |