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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
WMT icon
101
Walmart Inc
WMT
$886B
$558K 0.22%
5,412
+724
+15% +$72.1K
GILD icon
102
Gilead Sciences
GILD
$166B
$557K 0.22%
5,018
– –
BDX icon
103
Becton Dickinson
BDX
$48.5B
$555K 0.22%
2,967
+45
+2% +$8.36K
SYY icon
104
Sysco
SYY
$40.4B
$548K 0.22%
6,658
-221
-3% -$17.7K
UPS icon
105
United Parcel Service
UPS
$88.4B
$543K 0.22%
6,506
-837
-11% -$75.8K
NSC icon
106
Norfolk Southern
NSC
$75.4B
$541K 0.22%
1,802
-20
-1% -$5.56K
SCHA icon
107
Schwab U.S Small- Cap ETF
SCHA
$23B
$541K 0.22%
19,373
-2,130
-10% -$57K
PYPL icon
108
PayPal
PYPL
$50.2B
$536K 0.22%
7,997
-397
-5% -$28K
VGT icon
109
Vanguard Information Technology ETF
VGT
$148B
$534K 0.22%
5,720
– –
SCHH icon
110
Schwab US REIT ETF
SCHH
$11.2B
$534K 0.22%
24,744
-7,031
-22% -$150K
FDX icon
111
FedEx
FDX
$76.3B
$528K 0.21%
2,240
-46
-2% -$10.6K
TT icon
112
Trane Technologies
TT
$106B
$522K 0.21%
1,238
+4
+0.3% +$1.71K
IAGG icon
113
iShares Core International Aggregate Bond Fund
IAGG
$11.4B
$512K 0.21%
9,996
+831
+9% +$42.5K
IBB icon
114
iShares Biotechnology ETF
IBB
$9.82B
$505K 0.2%
3,498
-3,242
-48% -$443K
LLY icon
115
Eli Lilly
LLY
$1.08T
$497K 0.2%
652
+95
+17% +$70.7K
TFLO icon
116
iShares Treasury Floating Rate Bond ETF
TFLO
$6.72B
$484K 0.2%
9,565
-500
-5% -$25.3K
ESGD icon
117
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
$480K 0.19%
5,162
– –
CRM icon
118
Salesforce
CRM
$160B
$454K 0.18%
1,915
+156
+9% +$39.3K
MUB icon
119
iShares National Muni Bond ETF
MUB
$45.8B
$447K 0.18%
4,199
-593
-12% -$62.1K
INTU icon
120
Intuit
INTU
$90.5B
$422K 0.17%
618
-32
-5% -$23.1K
ADBE icon
121
Adobe
ADBE
$107B
$411K 0.17%
1,164
+33
+3% +$11.8K
ADSK icon
122
Autodesk
ADSK
$53.6B
$401K 0.16%
1,262
-337
-21% -$103K
GS icon
123
Goldman Sachs
GS
$303B
$399K 0.16%
501
+163
+48% +$121K
VOO icon
124
Vanguard S&P 500 ETF
VOO
$1.03T
$397K 0.16%
649
-52
-7% -$30.7K
MMM icon
125
3M
MMM
$93.7B
$371K 0.15%
2,390
– –
3 4
5
6 7

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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.