We are live on ! Find out more
BIA

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
CMCSA icon
151
Comcast
CMCSA
$90B
– –
-7,726
Closed -$243K
FISV
152
Fiserv Inc
FISV
$27.9B
– –
-2,627
Closed -$339K
IWP icon
153
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
– –
-1,450
Closed -$206K
USHY icon
154
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.1B
– –
-6,265
Closed -$237K
3 4 5 6
7

Similar funds

MC
Metavasi Capital Larchmont, New York $276M AUM 92.83% 1-Year Est. Return
AA
Alta Advisers London, United Kingdom $276M AUM 26.84% 1-Year Est. Return
AWA
Adapt Wealth Advisors Atlanta, Georgia $276M AUM 14.93% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return
FSCM
First Sabrepoint Capital Management Dallas, Texas $276M AUM 61.64% 1-Year Est. Return
RFA
Resurgent Financial Advisors Atlanta, Georgia $277M AUM 21.5% 1-Year Est. Return
AAM
Arohi Asset Management Singapore $275M AUM 20.81% 1-Year Est. Return

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.