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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
BKNG icon
101
Booking.com
BKNG
$161B
$600K 0.23%
2,800
+50
+2% +$10.3K
CSX icon
102
CSX Corp
CSX
$93.1B
$582K 0.23%
16,066
-65
-0.4% -$2.33K
UPS icon
103
United Parcel Service
UPS
$88.9B
$577K 0.23%
5,814
-692
-11% -$64.7K
BX icon
104
Blackstone
BX
$110B
$568K 0.22%
3,685
-162
-4% -$24.6K
BDX icon
105
Becton Dickinson
BDX
$48.2B
$550K 0.21%
2,835
-132
-4% -$25.1K
HON icon
106
Honeywell
HON
$78B
$547K 0.21%
2,806
-76
-3% -$14.9K
VGT icon
107
Vanguard Information Technology ETF
VGT
$149B
$539K 0.21%
5,720
– –
SCHH icon
108
Schwab US REIT ETF
SCHH
$11.4B
$527K 0.21%
25,250
+506
+2% +$10.7K
NSC icon
109
Norfolk Southern
NSC
$75.1B
$520K 0.2%
1,802
– –
SCHA icon
110
Schwab U.S Small- Cap ETF
SCHA
$23.1B
$517K 0.2%
18,141
-1,232
-6% -$34.8K
CRM icon
111
Salesforce
CRM
$158B
$509K 0.2%
1,922
+7
+0.4% +$1.74K
SCHZ icon
112
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$508K 0.2%
21,716
-3,886
-15% -$91.2K
GS icon
113
Goldman Sachs
GS
$303B
$504K 0.2%
573
+72
+14% +$58.7K
SYY icon
114
Sysco
SYY
$40.3B
$502K 0.2%
6,814
+156
+2% +$11.9K
TT icon
115
Trane Technologies
TT
$106B
$492K 0.19%
1,264
+26
+2% +$10.8K
ESGD icon
116
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
$491K 0.19%
5,162
– –
TFLO icon
117
iShares Treasury Floating Rate Bond ETF
TFLO
$6.72B
$466K 0.18%
9,240
-325
-3% -$16.4K
IAGG icon
118
iShares Core International Aggregate Bond Fund
IAGG
$11.4B
$451K 0.18%
9,026
-970
-10% -$49.9K
PYPL icon
119
PayPal
PYPL
$50.5B
$439K 0.17%
7,517
-480
-6% -$31.2K
MUB icon
120
iShares National Muni Bond ETF
MUB
$45.9B
$428K 0.17%
3,994
-205
-5% -$21.9K
INTU icon
121
Intuit
INTU
$89B
$425K 0.17%
642
+24
+4% +$15.9K
VOO icon
122
Vanguard S&P 500 ETF
VOO
$1.03T
$407K 0.16%
649
– –
MMM icon
123
3M
MMM
$94.3B
$383K 0.15%
2,393
+3
+0.1% +$491
SCHF icon
124
Schwab International Equity ETF
SCHF
$68.7B
$369K 0.14%
15,332
-409
-3% -$9.72K
CWB icon
125
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.61B
$359K 0.14%
4,026
-18
-0.4% -$1.64K
3 4
5
6 7

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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.