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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
CSX icon
101
CSX Corp
CSX
$93.1B
$538K 0.24%
16,481
-917
-5% -$27.6K
BX icon
102
Blackstone
BX
$110B
$538K 0.24%
3,594
+134
+4% +$18.4K
IEI icon
103
iShares 3-7 Year Treasury Bond ETF
IEI
$17.8B
$524K 0.23%
4,397
+603
+16% +$71.1K
SYY icon
104
Sysco
SYY
$40.3B
$521K 0.23%
6,879
+340
+5% +$24.7K
FDX icon
105
FedEx
FDX
$75.4B
$520K 0.23%
2,286
+53
+2% +$11.6K
INTU icon
106
Intuit
INTU
$89B
$512K 0.23%
650
+32
+5% +$21.7K
TFLO icon
107
iShares Treasury Floating Rate Bond ETF
TFLO
$6.64B
$510K 0.22%
10,065
-210
-2% -$10.6K
BDX icon
108
Becton Dickinson
BDX
$48.2B
$503K 0.22%
2,922
+25
+0.9% +$4.58K
MUB icon
109
iShares National Muni Bond ETF
MUB
$45.5B
$501K 0.22%
4,792
-572
-11% -$59.5K
ADSK icon
110
Autodesk
ADSK
$52.6B
$495K 0.22%
1,599
+57
+4% +$16.2K
GLD icon
111
SPDR Gold Trust
GLD
$141B
$486K 0.21%
1,595
– –
CRM icon
112
Salesforce
CRM
$158B
$480K 0.21%
1,759
+99
+6% +$26.5K
VGT icon
113
Vanguard Information Technology ETF
VGT
$149B
$474K 0.21%
5,720
– –
IAGG icon
114
iShares Core International Aggregate Bond Fund
IAGG
$11B
$468K 0.21%
9,165
-1,703
-16% -$86.3K
NSC icon
115
Norfolk Southern
NSC
$75.1B
$466K 0.21%
1,822
-65
-3% -$15.3K
ESGD icon
116
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
$461K 0.2%
5,162
– –
WMT icon
117
Walmart Inc
WMT
$890B
$458K 0.2%
4,688
+358
+8% +$34.1K
ADBE icon
118
Adobe
ADBE
$105B
$438K 0.19%
1,131
+50
+5% +$19.3K
LLY icon
119
Eli Lilly
LLY
$1.06T
$434K 0.19%
557
+43
+8% +$33.4K
VOO icon
120
Vanguard S&P 500 ETF
VOO
$1.01T
$398K 0.18%
701
-247
-26% -$130K
MKC icon
121
McCormick & Company Non-Voting
MKC
$14.2B
$375K 0.17%
4,952
-19
-0.4% -$1.42K
FISV
122
Fiserv Inc
FISV
$27.9B
$374K 0.16%
2,170
+209
+11% +$37.9K
MMM icon
123
3M
MMM
$94.3B
$364K 0.16%
2,390
– –
PFE icon
124
Pfizer
PFE
$153B
$361K 0.16%
14,893
-1,219
-8% -$28.4K
SCHF icon
125
Schwab International Equity ETF
SCHF
$68.7B
$354K 0.16%
16,036
-42
-0.3% -$874
3 4
5
6 7

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AA
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AWA
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EFP
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TLA
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RFA
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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.