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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
UBER icon
126
Uber
UBER
$153B
$353K 0.16%
+3,788
New +$312K
CWB icon
127
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.61B
$349K 0.15%
4,222
-284
-6% -$22.3K
VCSH icon
128
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$346K 0.15%
4,353
-170
-4% -$13.4K
PANW icon
129
Palo Alto Networks
PANW
$297B
$327K 0.14%
1,597
+119
+8% +$22.1K
MCD icon
130
McDonald's
MCD
$195B
$325K 0.14%
1,114
– –
VDC icon
131
Vanguard Consumer Staples ETF
VDC
$7.97B
$294K 0.13%
+1,342
New +$294K
EA
132
DELISTED
Electronic Arts
EA
$294K 0.13%
1,839
-200
-10% -$29.6K
EFA icon
133
iShares MSCI EAFE ETF
EFA
$80.2B
$293K 0.13%
3,279
– –
ADI icon
134
Analog Devices
ADI
$190B
$293K 0.13%
1,229
– –
ICVT icon
135
iShares Convertible Bond ETF
ICVT
$7.46B
$255K 0.11%
2,825
-347
-11% -$29.8K
ABT icon
136
Abbott
ABT
$187B
$252K 0.11%
1,854
– –
CMCSA icon
137
Comcast
CMCSA
$90B
$249K 0.11%
6,971
-79
-1% -$2.73K
AMGN icon
138
Amgen
AMGN
$222B
$248K 0.11%
888
– –
IWB icon
139
iShares Russell 1000 ETF
IWB
$50.2B
$244K 0.11%
720
– –
ITW icon
140
Illinois Tool Works
ITW
$84.5B
$241K 0.11%
976
– –
GS icon
141
Goldman Sachs
GS
$303B
$239K 0.11%
+338
New +$196K
ESGE icon
142
iShares ESG Aware MSCI EM ETF
ESGE
$6.73B
$231K 0.1%
5,898
– –
QCLN icon
143
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$629M
$230K 0.1%
7,042
-7,147
-50% -$212K
USHY icon
144
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.1B
$227K 0.1%
6,056
-56
-0.9% -$2.05K
NVO
145
Novo Nordisk
NVO
$209B
$213K 0.09%
3,084
+200
+7% +$13.6K
IWP icon
146
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$201K 0.09%
+1,450
New +$183K
UNP icon
147
Union Pacific
UNP
$174B
$200K 0.09%
+871
New +$193K
CB icon
148
Chubb
CB
$135B
– –
-673
Closed -$203K
CLX icon
149
Clorox
CLX
$12.7B
– –
-1,724
Closed -$254K
DGRW icon
150
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
– –
-2,745
Closed -$219K
3 4 5
6
7

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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.