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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
+7.57%
1 Year Est. Return
+26.16%
3 Year Est. Return
+67.09%
5 Year Est. Return
+72.04%
10 Year Est. Return
–
AUM
$248M
AUM Growth
+$21.1M
Cap. Flow
+$4.69M
Cap. Flow %
1.89%
Top 10 Hldgs %
34.33%
Holding
152
New
5
Increased
59
Reduced
74
Closed
3

Top Buys

Rank Stock Value
1
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$5.1M
2
ANET icon
Arista Networks
ANET
+$1.14M
3
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$770K
4
IAU icon
iShares Gold Trust
IAU
+$542K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$476K

Top Sells

Rank Stock Value
1
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.58M
2
AAPL icon
Apple
AAPL
+$982K
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$524K
4
UNH icon
UnitedHealth
UNH
+$472K
5
IBB icon
iShares Biotechnology ETF
IBB
+$443K

Sector Composition

Rank Sector Weight
1 Technology 11.45%
2 Financials 5.15%
3 Communication Services 4.72%
4 Industrials 4.52%
5 Healthcare 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NFLX icon
51
Netflix
NFLX
$309B
$1.33M 0.54%
11,080
+270
+2% +$33K
PEP icon
52
PepsiCo
PEP
$190B
$1.33M 0.53%
9,444
-422
-4% -$60.3K
V icon
53
Visa
V
$677B
$1.31M 0.53%
3,843
+32
+0.8% +$11.1K
ECL icon
54
Ecolab
ECL
$79.9B
$1.29M 0.52%
4,725
+105
+2% +$28.5K
ANET icon
55
Arista Networks
ANET
$238B
$1.29M 0.52%
+8,864
New +$1.14M
META icon
56
Meta Platforms (Facebook)
META
$1.51T
$1.25M 0.5%
1,704
+43
+3% +$32K
HD icon
57
Home Depot
HD
$355B
$1.24M 0.5%
3,051
+1
+0% +$393
ETN icon
58
Eaton
ETN
$174B
$1.18M 0.47%
3,147
+18
+0.6% +$6.55K
IEMG icon
59
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$1.12M 0.45%
16,928
+585
+4% +$36.5K
VHT icon
60
Vanguard Health Care ETF
VHT
$18.7B
$1.09M 0.44%
4,204
-1,302
-24% -$327K
MDT icon
61
Medtronic
MDT
$112B
$1.07M 0.43%
11,257
-617
-5% -$56.7K
SCHP icon
62
Schwab US TIPS ETF
SCHP
$16.2B
$1.07M 0.43%
39,614
-247
-0.6% -$6.61K
DHR icon
63
Danaher
DHR
$144B
$1.07M 0.43%
5,377
-12
-0.2% -$2.39K
BAC icon
64
Bank of America
BAC
$442B
$1.05M 0.43%
20,448
+268
+1% +$13.1K
QLTA icon
65
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.22B
$1.04M 0.42%
21,382
+560
+3% +$26.8K
LOW icon
66
Lowe's Companies
LOW
$125B
$1.02M 0.41%
4,078
-33
-0.8% -$8.11K
ESGU icon
67
iShares ESG Aware MSCI USA ETF
ESGU
$18.4B
$1.01M 0.41%
6,944
-86
-1% -$12K
VWO icon
68
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$972K 0.39%
17,943
-931
-5% -$48K
TMO icon
69
Thermo Fisher Scientific
TMO
$220B
$971K 0.39%
2,002
-37
-2% -$17.2K
TXN icon
70
Texas Instruments
TXN
$261B
$947K 0.38%
5,152
-310
-6% -$60.6K
BRK.B icon
71
Berkshire Hathaway Class B
BRK.B
$1.13T
$943K 0.38%
1,875
-5
-0.3% -$2.42K
MA icon
72
Mastercard
MA
$493B
$938K 0.38%
1,649
-80
-5% -$45.9K
SCHM icon
73
Schwab US Mid-Cap ETF
SCHM
$15.1B
$931K 0.38%
31,396
-1,435
-4% -$41.8K
DUK icon
74
Duke Energy
DUK
$97.3B
$901K 0.36%
7,279
-42
-0.6% -$5.1K
IDXX icon
75
Idexx Laboratories
IDXX
$46.2B
$878K 0.35%
1,375
-27
-2% -$16.4K
1 2
3
4 5

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Bigelow Investment Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Bigelow Investment Advisors held 152 positions worth $248M, up 9.3% from $227M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Bigelow Investment Advisors's Q3 2025 filing shows 5 new, 59 increased, 74 reduced and 3 closed positions. Its largest new stake was FT Vest Fund of Buffer ETFs: 156,385 shares worth $5.23M. The largest sale was iShares Core S&P Small-Cap ETF, an estimated $1.58M.

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

  • Bigelow Investment Advisors's largest Q3 2025 buy was FT Vest Fund of Buffer ETFs: 156,385 shares worth $5.23M.
  • Bigelow Investment Advisors added most to iShares Currency Hedged MSCI EAFE ETF in Q3 2025, an estimated $770K increase.
  • Bigelow Investment Advisors's biggest Q3 2025 reduction was iShares Core S&P Small-Cap ETF, cutting an estimated $1.58M.
  • Bigelow Investment Advisors fully exited Amgen in Q3 2025, selling an estimated $248K.
  • Bigelow Investment Advisors's ten largest holdings make up 34% of its $248M portfolio in Q3 2025.
  • Bigelow Investment Advisors opened 5 new positions and closed 3 in Q3 2025.
  • Bigelow Investment Advisors's portfolio value rose 9.3% quarter-over-quarter to $248M.

Based on Bigelow Investment Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.