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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
SHY icon
151
iShares 1-3 Year Treasury Bond ETF
SHY
$25.1B
– –
-2,505
Closed -$207K
3 4 5 6
7

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EFP
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TLA
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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.