Institutions / Bigelow Investment Advisors, LLC

Bigelow Investment Advisors, LLC

CIK 1729516 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$256.01M
Positions
149
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
iShares Trโ€”$17.60M25,6976.9%
SPDR S&P 500 ETF Trโ€”$12.32M18,0674.8%
iShares Gold Trโ€”$11.64M143,3704.5%
Vanguard Specialized Fundsโ€”$11.22M51,0344.4%
Apple Inc.โ€”$7.31M26,9012.9%
iShares Trโ€”$6.63M100,4652.6%
First Tr Exchng Traded Fd VIโ€”$5.62M163,9672.2%
Microsoft Corpโ€”$5.36M11,0882.1%
Schwab Strategic Trโ€”$5.24M160,6522.0%
Schwab Strategic Trโ€”$5.18M192,3112.0%
iShares Trโ€”$4.93M41,0061.9%
Schwab Strategic Trโ€”$4.91M201,6021.9%
iShares Trโ€”$4.85M117,2851.9%
iShares Trโ€”$4.34M82,1561.7%
Alphabet Inc.โ€”$4.11M13,1331.6%
NVIDIA Corpโ€”$4.00M21,4541.6%
iShares Trโ€”$3.56M37,4001.4%
Johnson & Johnsonโ€”$3.51M16,9411.4%
Alphabet Inc.โ€”$3.43M10,9341.3%
JPMorgan Chase & Coโ€”$3.43M10,6341.3%
iShares Trโ€”$3.34M37,3401.3%
iShares Trโ€”$3.25M32,5661.3%
American Express Coโ€”$3.14M8,4931.2%
iShares Incโ€”$2.89M39,7051.1%
Invesco Exchange Traded Fd Tโ€”$2.84M14,8291.1%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.