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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
SCHM icon
76
Schwab US Mid-Cap ETF
SCHM
$15.1B
$837K 0.33%
27,826
-3,570
-11% -$106K
IEI icon
77
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$792K 0.31%
6,632
+1,900
+40% +$227K
SBUX icon
78
Starbucks
SBUX
$120B
$790K 0.31%
9,379
-176
-2% -$14.8K
TXN icon
79
Texas Instruments
TXN
$261B
$781K 0.3%
4,500
-652
-13% -$112K
VDC icon
80
Vanguard Consumer Staples ETF
VDC
$7.97B
$764K 0.3%
3,615
+372
+11% +$79.1K
UNH icon
81
UnitedHealth
UNH
$370B
$761K 0.3%
2,304
-11
-0.5% -$3.73K
DE icon
82
Deere & Co
DE
$168B
$739K 0.29%
1,588
+41
+3% +$19.2K
IYF icon
83
iShares US Financials ETF
IYF
$4.39B
$736K 0.29%
5,712
– –
AMAT icon
84
Applied Materials
AMAT
$428B
$728K 0.28%
2,833
-821
-22% -$197K
CL icon
85
Colgate-Palmolive
CL
$74.4B
$727K 0.28%
9,201
-287
-3% -$22.5K
TIP icon
86
iShares TIPS Bond ETF
TIP
$14.7B
$720K 0.28%
6,550
-132
-2% -$14.6K
IBM icon
87
IBM
IBM
$224B
$713K 0.28%
2,407
-44
-2% -$13.2K
CME icon
88
CME Group
CME
$94.8B
$707K 0.28%
2,590
-29
-1% -$7.88K
COST icon
89
Costco
COST
$420B
$707K 0.28%
820
+27
+3% +$24.5K
MRK icon
90
Merck
MRK
$318B
$707K 0.28%
6,714
-408
-6% -$38.3K
NKE icon
91
Nike
NKE
$61.9B
$679K 0.27%
10,664
-839
-7% -$54.7K
DSI icon
92
iShares MSCI KLD 400 Social ETF
DSI
$5.54B
$665K 0.26%
5,163
-272
-5% -$34.7K
FDX icon
93
FedEx
FDX
$75.4B
$659K 0.26%
2,280
+40
+2% +$10.5K
LLY icon
94
Eli Lilly
LLY
$1.06T
$649K 0.25%
604
-48
-7% -$45.9K
WMT icon
95
Walmart Inc
WMT
$890B
$648K 0.25%
5,813
+401
+7% +$43.1K
IWM icon
96
iShares Russell 2000 ETF
IWM
$81.9B
$631K 0.25%
2,561
-312
-11% -$76.7K
VZ icon
97
Verizon
VZ
$196B
$627K 0.25%
15,404
+278
+2% +$11.3K
GILD icon
98
Gilead Sciences
GILD
$165B
$616K 0.24%
5,021
+3
+0.1% +$365
GLD icon
99
SPDR Gold Trust
GLD
$142B
$608K 0.24%
1,534
-61
-4% -$23.3K
IBB icon
100
iShares Biotechnology ETF
IBB
$9.71B
$603K 0.24%
3,572
+74
+2% +$12K
2 3
4
5 6

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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.