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
Dec 31, 2025View all 149 โ
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $17.60M | 6.9% |
| SPDR S&P 500 ETF Tr | $12.32M | 4.8% |
| iShares Gold Tr | $11.64M | 4.5% |
| Vanguard Specialized Funds | $11.22M | 4.4% |
| Apple Inc. | $7.31M | 2.9% |
| iShares Tr | $6.63M | 2.6% |
| First Tr Exchng Traded Fd VI | $5.62M | 2.2% |
| Microsoft Corp | $5.36M | 2.1% |
| Schwab Strategic Tr | $5.24M | 2.0% |
| Schwab Strategic Tr | $5.18M | 2.0% |
| iShares Tr | $4.93M | 1.9% |
| Schwab Strategic Tr | $4.91M | 1.9% |
| iShares Tr | $4.85M | 1.9% |
| iShares Tr | $4.34M | 1.7% |
| Alphabet Inc. | $4.11M | 1.6% |
| NVIDIA Corp | $4.00M | 1.6% |
| iShares Tr | $3.56M | 1.4% |
| Johnson & Johnson | $3.51M | 1.4% |
| Alphabet Inc. | $3.43M | 1.3% |
| JPMorgan Chase & Co | $3.43M | 1.3% |
| iShares Tr | $3.34M | 1.3% |
| iShares Tr | $3.25M | 1.3% |
| American Express Co | $3.14M | 1.2% |
| iShares Inc | $2.89M | 1.1% |
| Invesco Exchange Traded Fd T | $2.84M | 1.1% |
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.