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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
PANW icon
126
Palo Alto Networks
PANW
$297B
$353K 0.14%
1,916
+197
+11% +$39.7K
VRT icon
127
Vertiv
VRT
$105B
$347K 0.14%
2,141
+184
+9% +$31.9K
ADI icon
128
Analog Devices
ADI
$190B
$333K 0.13%
1,229
– –
MCD icon
129
McDonald's
MCD
$195B
$332K 0.13%
1,087
– –
UBER icon
130
Uber
UBER
$153B
$324K 0.13%
3,961
+280
+8% +$25.2K
EFA icon
131
iShares MSCI EAFE ETF
EFA
$80.2B
$324K 0.13%
3,369
+74
+2% +$7.02K
MKC icon
132
McCormick & Company Non-Voting
MKC
$14.2B
$315K 0.12%
4,629
-155
-3% -$10.3K
TSM icon
133
TSMC
TSM
$2.18T
$308K 0.12%
1,014
+84
+9% +$24.6K
ADSK icon
134
Autodesk
ADSK
$52.6B
$294K 0.11%
994
-268
-21% -$81.1K
EA
135
DELISTED
Electronic Arts
EA
$283K 0.11%
1,385
-22
-2% -$4.44K
ICVT icon
136
iShares Convertible Bond ETF
ICVT
$7.46B
$265K 0.1%
2,688
-100
-4% -$10.1K
VCSH icon
137
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$264K 0.1%
3,308
-445
-12% -$35.5K
ESGE icon
138
iShares ESG Aware MSCI EM ETF
ESGE
$6.73B
$264K 0.1%
5,970
+80
+1% +$3.53K
KEX icon
139
Kirby Corp
KEX
$6.93B
$251K 0.1%
+2,278
New +$232K
IWB icon
140
iShares Russell 1000 ETF
IWB
$50.2B
$250K 0.1%
670
-50
-7% -$18.5K
PFE icon
141
Pfizer
PFE
$153B
$239K 0.09%
9,606
-3,617
-27% -$91.2K
ITW icon
142
Illinois Tool Works
ITW
$84.5B
$233K 0.09%
946
-11
-1% -$2.74K
MRVL icon
143
Marvell Technology
MRVL
$196B
$226K 0.09%
2,654
+249
+10% +$21.8K
IEF icon
144
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
$223K 0.09%
+2,324
New +$225K
UNP icon
145
Union Pacific
UNP
$174B
$218K 0.09%
942
+6
+0.6% +$1.37K
SUSB icon
146
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.3B
$209K 0.08%
+8,292
New +$209K
CB icon
147
Chubb
CB
$135B
$203K 0.08%
+650
New +$190K
FSLR icon
148
First Solar
FSLR
$26.9B
$203K 0.08%
+776
New +$196K
ABT icon
149
Abbott
ABT
$187B
$201K 0.08%
1,601
-202
-11% -$25.7K
ADBE icon
150
Adobe
ADBE
$105B
– –
-1,164
Closed -$411K
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.