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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
+3.29%
1 Year Est. Return
+26.16%
3 Year Est. Return
+67.09%
5 Year Est. Return
+72.04%
10 Year Est. Return
–
AUM
$256M
AUM Growth
+$7.95M
Cap. Flow
+$1.3M
Cap. Flow %
0.51%
Top 10 Hldgs %
34.42%
Holding
154
New
5
Increased
62
Reduced
73
Closed
5

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$817K
2
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$810K
3
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$753K
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$608K
5
MBB icon
iShares MBS ETF
MBB
+$402K

Top Sells

Rank Stock Value
1
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$450K
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$449K
3
ADBE icon
Adobe
ADBE
+$411K
4
GNMA icon
iShares GNMA Bond ETF
GNMA
+$367K
5
FISV
Fiserv Inc
FISV
+$339K

Sector Composition

Rank Sector Weight
1 Technology 10.51%
2 Financials 5.21%
3 Communication Services 4.91%
4 Industrials 4.61%
5 Healthcare 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
V icon
51
Visa
V
$677B
$1.34M 0.52%
3,817
-26
-0.7% -$8.86K
PEP icon
52
PepsiCo
PEP
$190B
$1.3M 0.51%
9,074
-370
-4% -$54.4K
IEMG icon
53
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$1.27M 0.5%
18,956
+2,028
+12% +$136K
ECL icon
54
Ecolab
ECL
$79.9B
$1.25M 0.49%
4,768
+43
+0.9% +$11.5K
META icon
55
Meta Platforms (Facebook)
META
$1.51T
$1.22M 0.48%
1,847
+143
+8% +$95.5K
DHR icon
56
Danaher
DHR
$144B
$1.21M 0.47%
5,303
-74
-1% -$16.3K
QLTA icon
57
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.22B
$1.19M 0.46%
24,691
+3,309
+15% +$160K
TMO icon
58
Thermo Fisher Scientific
TMO
$220B
$1.18M 0.46%
2,041
+39
+2% +$22.1K
ANET icon
59
Arista Networks
ANET
$238B
$1.17M 0.46%
8,962
+98
+1% +$13.5K
VHT icon
60
Vanguard Health Care ETF
VHT
$18.7B
$1.17M 0.46%
4,070
-134
-3% -$37.4K
BAC icon
61
Bank of America
BAC
$442B
$1.15M 0.45%
20,917
+469
+2% +$24.8K
NFLX icon
62
Netflix
NFLX
$309B
$1.09M 0.42%
11,574
+494
+4% +$53.3K
MDT icon
63
Medtronic
MDT
$112B
$1.06M 0.41%
11,004
-253
-2% -$24.6K
HD icon
64
Home Depot
HD
$355B
$1.05M 0.41%
3,038
-13
-0.4% -$4.76K
SCHP icon
65
Schwab US TIPS ETF
SCHP
$16.2B
$1.02M 0.4%
38,481
-1,133
-3% -$30.4K
ETN icon
66
Eaton
ETN
$174B
$999K 0.39%
3,137
-10
-0.3% -$3.54K
ESGU icon
67
iShares ESG Aware MSCI USA ETF
ESGU
$18.4B
$990K 0.39%
6,642
-302
-4% -$44.7K
LOW icon
68
Lowe's Companies
LOW
$125B
$973K 0.38%
4,036
-42
-1% -$10.1K
CAT icon
69
Caterpillar
CAT
$387B
$953K 0.37%
1,664
-51
-3% -$28.3K
BRK.B icon
70
Berkshire Hathaway Class B
BRK.B
$1.13T
$942K 0.37%
1,875
– –
MA icon
71
Mastercard
MA
$493B
$920K 0.36%
1,611
-38
-2% -$21.2K
IDXX icon
72
Idexx Laboratories
IDXX
$46.2B
$904K 0.35%
1,336
-39
-3% -$26.6K
VWO icon
73
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$902K 0.35%
16,778
-1,165
-6% -$63.3K
DUK icon
74
Duke Energy
DUK
$97.3B
$864K 0.34%
7,373
+94
+1% +$11.5K
AMD icon
75
Advanced Micro Devices
AMD
$789B
$856K 0.33%
3,999
-27
-0.7% -$6.06K
1 2
3
4 5

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Bigelow Investment Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Bigelow Investment Advisors held 154 positions worth $256M, up 3.2% from $248M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Bigelow Investment Advisors's Q4 2025 filing shows 5 new, 62 increased, 73 reduced and 5 closed positions. Its largest new stake was Kirby Corp: 2,278 shares worth $251K. The largest sale was Schwab US Large- Cap ETF, an estimated $450K.

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

  • Bigelow Investment Advisors's largest Q4 2025 buy was Kirby Corp: 2,278 shares worth $251K.
  • Bigelow Investment Advisors added most to iShares Core S&P 500 ETF in Q4 2025, an estimated $817K increase.
  • Bigelow Investment Advisors's biggest Q4 2025 reduction was Schwab US Large- Cap ETF, cutting an estimated $450K.
  • Bigelow Investment Advisors fully exited Adobe in Q4 2025, selling an estimated $411K.
  • Bigelow Investment Advisors's ten largest holdings make up 34% of its $256M portfolio in Q4 2025.
  • Bigelow Investment Advisors opened 5 new positions and closed 5 in Q4 2025.
  • Bigelow Investment Advisors's portfolio value rose 3.2% quarter-over-quarter to $256M.

Based on Bigelow Investment Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.