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Bigelow Investment Advisors Portfolio holdings

AUM $250M
1-Year Est. Return 19.33%
This Fund
S&P 500
This Quarter Est. Return
+3.29%
1 Year Est. Return
+19.33%
3 Year Est. Return
+53.93%
5 Year Est. Return
+58.72%
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
IVV icon
1
iShares Core S&P 500 ETF
IVV
$858B
$17.6M 6.88%
25,697
+1,203
+5% +$817K
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$771B
$12.3M 4.81%
18,067
-664
-4% -$449K
IAU icon
3
iShares Gold Trust
IAU
$62.8B
$11.6M 4.55%
143,370
+896
+0.6% +$70.1K
VIG icon
4
Vanguard Dividend Appreciation ETF
VIG
$111B
$11.2M 4.38%
51,034
+47
+0.1% +$10.3K
AAPL icon
5
Apple
AAPL
$4.97T
$7.31M 2.86%
26,901
-445
-2% -$119K
IJH icon
6
iShares Core S&P Mid-Cap ETF
IJH
$121B
$6.63M 2.59%
100,465
+3,675
+4% +$241K
BUFR icon
7
FT Vest Fund of Buffer ETFs
BUFR
$9.99B
$5.62M 2.19%
163,967
+7,582
+5% +$256K
MSFT icon
8
Microsoft
MSFT
$2.9T
$5.36M 2.09%
11,088
+19
+0.2% +$9.52K
SCHG icon
9
Schwab US Large-Cap Growth ETF
SCHG
$58.2B
$5.24M 2.05%
160,652
+1,792
+1% +$58.3K
SCHX icon
10
Schwab US Large- Cap ETF
SCHX
$70.3B
$5.18M 2.02%
192,311
-16,859
-8% -$450K
IJR icon
11
iShares Core S&P Small-Cap ETF
IJR
$109B
$4.93M 1.92%
41,006
-2,544
-6% -$304K
SCHO icon
12
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$4.91M 1.92%
201,602
+30,885
+18% +$753K
HEFA icon
13
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.45B
$4.85M 1.89%
117,285
+14,834
+14% +$608K
IGSB icon
14
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$4.34M 1.7%
82,156
+15,303
+23% +$810K
GOOGL icon
15
Alphabet (Google) Class A
GOOGL
$4.12T
$4.11M 1.61%
13,133
-968
-7% -$277K
NVDA icon
16
NVIDIA
NVDA
$4.6T
$4M 1.56%
21,454
-1,624
-7% -$302K
MBB icon
17
iShares MBS ETF
MBB
$39.1B
$3.56M 1.39%
37,400
+4,218
+13% +$402K
JNJ icon
18
Johnson & Johnson
JNJ
$640B
$3.51M 1.37%
16,941
+71
+0.4% +$14K
GOOG icon
19
Alphabet (Google) Class C
GOOG
$4.11T
$3.43M 1.34%
10,934
-274
-2% -$78.5K
JPM icon
20
JPMorgan Chase
JPM
$916B
$3.43M 1.34%
10,634
-8
-0.1% -$2.48K
IEFA icon
21
iShares Core MSCI EAFE ETF
IEFA
$186B
$3.34M 1.3%
37,340
+510
+1% +$45.1K
AGG icon
22
iShares Core US Aggregate Bond ETF
AGG
$138B
$3.25M 1.27%
32,566
+2,546
+8% +$255K
AXP icon
23
American Express
AXP
$224B
$3.14M 1.23%
8,493
-186
-2% -$66.6K
EMXC icon
24
iShares MSCI Emerging Markets ex China ETF
EMXC
$22.1B
$2.89M 1.13%
39,705
+2,252
+6% +$160K
RSP icon
25
Invesco S&P 500 Equal Weight ETF
RSP
$97.3B
$2.84M 1.11%
14,829
+607
+4% +$115K
1
2 3 4 5

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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.