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Bigelow Investment Advisors Portfolio holdings

AUM $276M
1-Year Est. Return 26.16%
This Fund
S&P 500
This Quarter Est. Return
+7.99%
1 Year Est. Return
+26.16%
3 Year Est. Return
+67.09%
5 Year Est. Return
+72.04%
10 Year Est. Return
–
AUM
$227M
AUM Growth
+$16.4M
Cap. Flow
+$3.09M
Cap. Flow %
1.36%
Top 10 Hldgs %
35.09%
Holding
151
New
5
Increased
60
Reduced
67
Closed
4

Top Buys

Rank Stock Value
1
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.37M
2
MBB icon
iShares MBS ETF
MBB
+$785K
3
AAPL icon
Apple
AAPL
+$625K
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$529K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$395K

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1M
2
GNMA icon
iShares GNMA Bond ETF
GNMA
+$351K
3
CLX icon
Clorox
CLX
+$254K
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$219K
5
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$212K

Sector Composition

Rank Sector Weight
1 Technology 10.86%
2 Financials 5.42%
3 Healthcare 4.7%
4 Industrials 4.63%
5 Communication Services 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GD icon
51
General Dynamics
GD
$106B
$1.3M 0.57%
4,471
-12
-0.3% -$3.3K
PEP icon
52
PepsiCo
PEP
$190B
$1.3M 0.57%
9,866
-157
-2% -$21.1K
ECL icon
53
Ecolab
ECL
$79.9B
$1.24M 0.55%
4,620
+57
+1% +$14.5K
META icon
54
Meta Platforms (Facebook)
META
$1.51T
$1.23M 0.54%
1,661
-5
-0.3% -$3.09K
GVI icon
55
iShares Intermediate Government/Credit Bond ETF
GVI
$3.78B
$1.22M 0.54%
11,386
+1,988
+21% +$210K
UNH icon
56
UnitedHealth
UNH
$370B
$1.21M 0.53%
3,876
-379
-9% -$145K
TXN icon
57
Texas Instruments
TXN
$261B
$1.13M 0.5%
5,462
-409
-7% -$72.6K
HD icon
58
Home Depot
HD
$355B
$1.12M 0.49%
3,050
+11
+0.4% +$3.98K
ETN icon
59
Eaton
ETN
$174B
$1.12M 0.49%
3,129
+92
+3% +$28.3K
DHR icon
60
Danaher
DHR
$144B
$1.06M 0.47%
5,389
-199
-4% -$38.6K
SCHP icon
61
Schwab US TIPS ETF
SCHP
$16.3B
$1.06M 0.47%
39,861
+2,647
+7% +$70K
MDT icon
62
Medtronic
MDT
$112B
$1.04M 0.46%
11,874
-514
-4% -$43.6K
QLTA icon
63
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.23B
$996K 0.44%
20,822
+476
+2% +$22.4K
IEMG icon
64
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$981K 0.43%
16,343
+85
+0.5% +$4.74K
MA icon
65
Mastercard
MA
$493B
$972K 0.43%
1,729
-129
-7% -$71.3K
BAC icon
66
Bank of America
BAC
$442B
$955K 0.42%
20,180
+654
+3% +$27.5K
ESGU icon
67
iShares ESG Aware MSCI USA ETF
ESGU
$18.4B
$951K 0.42%
7,030
– –
VWO icon
68
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$934K 0.41%
18,874
-2,053
-10% -$95.2K
SCHM icon
69
Schwab US Mid-Cap ETF
SCHM
$15.1B
$921K 0.41%
32,831
-1,568
-5% -$41.4K
BRK.B icon
70
Berkshire Hathaway Class B
BRK.B
$1.13T
$913K 0.4%
1,880
-187
-9% -$95K
LOW icon
71
Lowe's Companies
LOW
$125B
$912K 0.4%
4,111
+20
+0.5% +$4.46K
SBUX icon
72
Starbucks
SBUX
$120B
$867K 0.38%
9,466
-108
-1% -$9.36K
DUK icon
73
Duke Energy
DUK
$97.3B
$864K 0.38%
7,321
+198
+3% +$23.4K
IBB icon
74
iShares Biotechnology ETF
IBB
$9.77B
$853K 0.38%
6,740
-1,587
-19% -$195K
TIP icon
75
iShares TIPS Bond ETF
TIP
$14.5B
$846K 0.37%
7,688
-43
-0.6% -$4.69K
1 2
3
4 5

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Bigelow Investment Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Bigelow Investment Advisors held 151 positions worth $227M, up 7.8% from $210M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Bigelow Investment Advisors's Q2 2025 filing shows 5 new, 60 increased, 67 reduced and 4 closed positions. Its largest new stake was Uber: 3,788 shares worth $353K. The largest sale was State Street SPDR S&P 500 ETF Trust, an estimated $1M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 9.9% a quarter earlier, followed by Financials and Healthcare.

  • Bigelow Investment Advisors's largest Q2 2025 buy was Uber: 3,788 shares worth $353K.
  • Bigelow Investment Advisors added most to Schwab Short-Term US Treasury ETF in Q2 2025, an estimated $1.37M increase.
  • Bigelow Investment Advisors's biggest Q2 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $1M.
  • Bigelow Investment Advisors fully exited Clorox in Q2 2025, selling an estimated $254K.
  • Bigelow Investment Advisors's ten largest holdings make up 35% of its $227M portfolio in Q2 2025.
  • Bigelow Investment Advisors opened 5 new positions and closed 4 in Q2 2025.
  • Bigelow Investment Advisors's portfolio value rose 7.8% quarter-over-quarter to $227M.

Based on Bigelow Investment Advisors's 13F filing for Q2 2025, filed 10 Jul 2025.