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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
NVO
151
Novo Nordisk
NVO
$209B
– –
-3,084
Closed -$213K
QCLN icon
152
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$629M
– –
-7,042
Closed -$230K
3 4 5 6
7

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EFP
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TLA
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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.