Bigelow Investment Advisors, LLC
Sector Allocation
- Other56.1%$157.7M
- Technology16.3%$45.7M
- Financials9.8%$27.6M
- Healthcare4.6%$12.9M
- Industrials4.4%$12.2M
- Consumer Discretionary3.1%$8.9M
- Consumer Staples1.9%$5.3M
- Communication Services1.4%$3.9M
- Utilities0.9%$2.6M
- Energy0.9%$2.5M
AUM History
13fpro.ai/research/fund/bigelow-investment-advisors-llc-1729516
Conviction and streaks
Stable · top 10 = 34.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ISHARES$19.9M
SPY
$13.9M- VANGUARD$11.7M
IAU
$10.0M- ISHARES$9.0M
AAPL
$8.7M- ISHARES$7.7M
- SCHWAB$5.8M
MSFT
$5.7MNVDA
$5.5M- SCHWAB$5.2M
- ISHARES$5.1M
- SCHWAB$5.0M
- ISHARES$5.0M
- ISHARES$5.0M
- FIRST$4.9M
GOOGL
$4.3MJNJ
$4.2M- ISHARES$3.9M
IVZ
$3.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/bigelow-investment-advisors-llc-1729516
Bigelow Investment Advisors, LLC 13F holdings — Q3 2026
$280.8M portfolio (+1.7% QoQ) · 154 holdings · Q3 2026 13F · top 10 are 35% of the stock portfolio
- 1
ISHARES TR - CORE S&P500 ETF
$19.9M
7.1% of stocks
-0.3%This quarter—Since filed—HeldAIQuality—Est. buy— $13.9M
5.0% of stocks
+0.5%This quarter-1.6%Since filed11+ qtrsHeld- 3
VANGUARD SPECIALIZED FUNDS - DIV APP ETF
$11.7M
4.2% of stocks
-0.2%This quarter—Since filed—HeldAIQuality—Est. buy— $10.0M
3.6% of stocks
+0.8%This quarter-3.6%Since filed11+ qtrsHeld- 5
ISHARES TR - HDG MSCI EAFE
$9.0M
3.2% of stocks
+13%This quarter—Since filed—HeldAIQuality—Est. buy— $8.7M
3.1% of stocks
-1%This quarter+0.8%Since filed11+ qtrsHeld- 7
ISHARES TR - CORE S&P MCP ETF
$7.7M
2.7% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
SCHWAB STRATEGIC TR - US LCAP GR ETF
$5.8M
2.1% of stocks
+0.1%This quarter—Since filed—HeldAIQuality—Est. buy— $5.7M
2.0% of stocks
-2%This quarter-2.0%Since filed11+ qtrsHeld$5.5M
2.0% of stocks
+0.7%This quarter-5.5%Since filed11+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE S&P500 ETF | $19.9M | 7.1% | -0.3% | — | — | — | — | |
| 2 | $13.9M | 5.0% | +0.5% | -1.6% | 11+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $11.7M | 4.2% | -0.2% | — | — | — | — | |
| 4 | $10.0M | 3.6% | +0.8% | -3.6% | 11+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | ISHARES TR - HDG MSCI EAFE | $9.0M | 3.2% | +13% | — | — | — | — | |
| 6 | $8.7M | 3.1% | -1% | +0.8% | 11+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | ISHARES TR - CORE S&P MCP ETF | $7.7M | 2.7% | +4% | — | — | — | — | |
| 8 | SCHWAB STRATEGIC TR - US LCAP GR ETF | $5.8M | 2.1% | +0.1% | — | — | — | — | |
| 9 | $5.7M | 2.0% | -2% | -2.0% | 11+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $5.5M | 2.0% | +0.7% | -5.5% | 11+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Bigelow Investment Advisors, LLC (Q3 2026)
154 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | — | $5.2M | 1.9% | 218K | +5% | — | — | 13F |
| 12 | — | ISHARES TR - ISHS 1-5YR INVSetf/fund | — | $5.1M | 1.8% | 100K | +3% | — | — | 13F |
| 13 | — | SCHWAB STRATEGIC TR - US LRG CAP ETFetf/fund | — | $5.0M | 1.8% | 168K | -4% | — | — | 13F |
| 14 | — | ISHARES INC - MSCI EMRG CHNetf/fund | — | $5.0M | 1.8% | 51K | +9% | — | — | 13F |
| 15 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $5.0M | 1.8% | 36K | -2% | — | — | 13F |
| 16 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETFetf/fund | — | $4.9M | 1.7% | 130K | +0.5% | — | — | 13F |
| 17 | Alphabet Inc. | Technology | $4.3M | 1.6% | 13K | +1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | JOHNSON & JOHNSON | Healthcare | $4.2M | 1.5% | 16K | -4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | ISHARES TR - MBS ETFetf/fund | — | $3.9M | 1.4% | 44K | +4% | — | — | 13F |
| 20 | Invesco Ltd. | Financials | $3.9M | 1.4% | 19K | +2% | 11+ qtrsAdded 10 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | ISHARES TR - CORE MSCI EAFEetf/fund | — | $3.8M | 1.4% | 39K | +1% | — | — | 13F |
| 22 | JPMORGAN CHASE & CO | Financials | $3.5M | 1.3% | 11K | -0.2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Alphabet Inc. | Technology | $3.4M | 1.2% | 9,874 | -5% | 11+ qtrsTrimmed 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | ISHARES TR - CORE US AGGBD ETetf/fund | — | $3.2M | 1.1% | 34K | +7% | — | — | 13F |
| 25 | AMAZON COM INC | Consumer Discretionary | $3.0M | 1.1% | 12K | +5% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $RTX | RTX Corp | Industrials | $2.7M | 0.9% | 14K | -2% | |||
| 27 | — | ISHARES TR - ISHS 5-10YR INVT | — | $2.6M | 0.9% | 52K | +11% | |||
| 28 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $2.6M | 0.9% | 17K | +3% | |||
| 29 | $AXP | AMERICAN EXPRESS CO | Financials | $2.6M | 0.9% | 8,439 | -0.0% | |||
| 30 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $2.5M | 0.9% | 15K | New | |||
| 31 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $2.4M | 0.8% | 3,910 | -6% | |||
| 32 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $2.3M | 0.8% | 33K | -2% | |||
| 33 | — | FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT | — | $2.2M | 0.8% | 45K | +5% | |||
| 34 | — | ISHARES TR - INTRM GOV CR ETF | — | $2.1M | 0.8% | 21K | +9% | |||
| 35 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | — | $2.1M | 0.7% | 62K | +0.6% | |||
| 36 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $2.1M | 0.7% | 70K | -3% | |||
| 37 | $ANET | Arista Networks, Inc. | Technology | $1.9M | 0.7% | 9,381 | +2% | |||
| 38 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.9M | 0.7% | 18K | -3% | |||
| 39 | — | VANGUARD WORLD FD - UTILITIES ETF | — | $1.9M | 0.7% | 11K | -0.1% | |||
| 40 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $1.9M | 0.7% | 24K | +0.4% | |||
| 41 | — | ISHARES TR - FLTG RATE NT ETF | — | $1.9M | 0.7% | 37K | +1% | |||
| 42 | $DIS | Walt Disney Co | Communication Services | $1.8M | 0.6% | 17K | +4% | |||
| 43 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.7M | 0.6% | 12K | +2% | |||
| 44 | — | ISHARES INC - CORE MSCI EMKT | — | $1.7M | 0.6% | 21K | +2% | |||
| 45 | — | VANGUARD WORLD FD - FINANCIALS ETF | — | $1.7M | 0.6% | 13K | +0.3% | |||
| 46 | $META | Meta Platforms, Inc. | Technology | $1.7M | 0.6% | 2,304 | +9% | |||
| 47 | $NEE | NEXTERA ENERGY INC | Utilities | $1.7M | 0.6% | 22K | +5% | |||
| 48 | — | ISHARES TR - ESG OPTIMIZED | — | $1.6M | 0.6% | 10K | +0.2% | |||
| 49 | $ETN | Eaton Corp plc | Industrials | $1.5M | 0.6% | 3,587 | +7% | |||
| 50 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $1.5M | 0.5% | 11K | +4% | |||
| 51 | $GD | GENERAL DYNAMICS CORP | Industrials | $1.5M | 0.5% | 4,475 | — | |||
| 52 | $ECL | ECOLAB INC. | Materials | $1.5M | 0.5% | 5,344 | +6% | |||
| 53 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $1.4M | 0.5% | 2,143 | +3% | |||
| 54 | — | VANGUARD WORLD FD - COMM SRVC ETF | — | $1.4M | 0.5% | 7,417 | -0.9% | |||
| 55 | $CAT | CATERPILLAR INC | Industrials | $1.3M | 0.5% | 1,610 | +1% | |||
| 56 | $V | VISA INC. | Financials | $1.3M | 0.5% | 3,605 | -3% | |||
| 57 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.2M | 0.4% | 23K | +5% | |||
| 58 | $DHR | DANAHER CORP /DE/ | Healthcare | $1.2M | 0.4% | 5,440 | +4% | |||
| 59 | $DE | DEERE & CO | Industrials | $1.2M | 0.4% | 1,789 | +8% | |||
| 60 | $TXN | TEXAS INSTRUMENTS INC | Technology | $1.2M | 0.4% | 4,268 | -0.6% | |||
| 61 | — | ISHARES TR - A RATE CP BD ETF | — | $1.2M | 0.4% | 26K | +4% | |||
| 62 | — | SCHWAB STRATEGIC TR - US TIPS ETF | — | $1.1M | 0.4% | 45K | -2% | |||
| 63 | $PEP | PEPSICO INC | Consumer Staples | $1.1M | 0.4% | 8,603 | -3% | |||
| 64 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.1M | 0.4% | 2,091 | +3% | |||
| 65 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $1.1M | 0.4% | 3,345 | -3% | |||
| 66 | — | ISHARES TR - 3 7 YR TREAS BD | — | $1.0M | 0.4% | 9,230 | +6% | |||
| 67 | $NFLX | NETFLIX INC | Communication Services | $1.0M | 0.4% | 15K | +9% | |||
| 68 | — | SPDR SERIES TRUST - ST STR CONV ETF | — | $966K | 0.3% | 9,552 | -7% | |||
| 69 | $MRVL | Marvell Technology, Inc. | Technology | $951K | 0.3% | 3,600 | +8% | |||
| 70 | $MU | MICRON TECHNOLOGY INC | Technology | $934K | 0.3% | 877 | +11% | |||
| 71 | $ORCL | ORACLE CORP | Technology | $915K | 0.3% | 6,662 | -6% | |||
| 72 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $913K | 0.3% | 20K | +14% | |||
| 73 | — | ISHARES TR - GNMA BOND ETF | — | $912K | 0.3% | 22K | -14% | |||
| 74 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $902K | 0.3% | 9,598 | -0.6% | |||
| 75 | $DUK | Duke Energy CORP | Utilities | $901K | 0.3% | 7,903 | +5% | |||
| 76 | $MA | Mastercard Inc | Financials | $892K | 0.3% | 1,618 | +0.1% | |||
| 77 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $891K | 0.3% | 10K | +8% | |||
| 78 | — | ISHARES TR - ESG AWR MSCI USA | — | $890K | 0.3% | 5,335 | -15% | |||
| 79 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $873K | 0.3% | 15K | -3% | |||
| 80 | $MDT | Medtronic plc | Healthcare | $864K | 0.3% | 10K | -6% | |||
| 81 | $MRK | Merck & Co., Inc. | Healthcare | $864K | 0.3% | 5,943 | -1% | |||
| 82 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $860K | 0.3% | 3,023 | +0.2% | |||
| 83 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $838K | 0.3% | 921 | +7% | |||
| 84 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $811K | 0.3% | 1,629 | -2% | |||
| 85 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $807K | 0.3% | 4,377 | +6% | |||
| 86 | $LLY | ELI LILLY & Co | Healthcare | $787K | 0.3% | 680 | +6% | |||
| 87 | $WMT | Walmart Inc. | Consumer Staples | $767K | 0.3% | 7,383 | +12% | |||
| 88 | $PANW | Palo Alto Networks Inc | Technology | $763K | 0.3% | 1,920 | +0.3% | |||
| 89 | — | VANGUARD WORLD FD - CONSUM STP ETF | — | $762K | 0.3% | 3,493 | +2% | |||
| 90 | $CSX | CSX CORP | Industrials | $745K | 0.3% | 16K | — | |||
| 91 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $737K | 0.3% | 4,946 | -1% | |||
| 92 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $735K | 0.3% | 1,407 | +7% | |||
| 93 | — | EVERPURE INC - CL A | — | $719K | 0.3% | 5,499 | +14% | |||
| 94 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $717K | 0.3% | 1,954 | -3% | |||
| 95 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $711K | 0.3% | 21K | -9% | |||
| 96 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $699K | 0.3% | 1,533 | +26% | |||
| 97 | $GS | GOLDMAN SACHS GROUP INC | Financials | $685K | 0.2% | 761 | +13% | |||
| 98 | $TT | Trane Technologies plc | Technology | $664K | 0.2% | 1,469 | +10% | |||
| 99 | — | ISHARES TR - U.S. FINLS ETF | — | $663K | 0.2% | 5,277 | -2% | |||
| 100 | — | ISHARES TR - RUSSELL 2000 ETF | — | $660K | 0.2% | 2,376 | -3% | |||
| 101 | $CME | CME GROUP INC. | Financials | $654K | 0.2% | 2,498 | -0.8% | |||
| 102 | — | ISHARES TR - ESG MSCI KLD ETF | — | $653K | 0.2% | 4,468 | -3% | |||
| 103 | $VRT | Vertiv Holdings Co | Technology | $650K | 0.2% | 2,693 | +9% | |||
| 104 | — | ISHARES TR - TIPS BD ETF | — | $645K | 0.2% | 6,196 | -4% | |||
| 105 | $SYY | SYSCO CORP | Consumer Discretionary | $638K | 0.2% | 8,183 | +7% | |||
| 106 | — | ISHARES TR - CONV BD ETF | — | $633K | 0.2% | 5,605 | +108% | |||
| 107 | $FDX | FEDEX CORP | Industrials | $587K | 0.2% | 2,059 | -6% | |||
| 108 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $552K | 0.2% | 3,391 | +8% | |||
| 109 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $550K | 0.2% | 1,780 | — | |||
| 110 | $BDX | BECTON DICKINSON & CO | Healthcare | $543K | 0.2% | 3,032 | +5% | |||
| 111 | — | ISHARES TR - ESG AW MSCI EAFE | — | $536K | 0.2% | 5,199 | -0.2% | |||
| 112 | $GLD | SPDR GOLD TRUST | Financials | $504K | 0.2% | 1,324 | -0.5% | |||
| 113 | — | ISHARES TR - ISHARES SEMICDTR | — | $504K | 0.2% | 886 | +3% | |||
| 114 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $484K | 0.2% | 5,175 | -2% | |||
| 115 | — | ISHARES TR - ISHARES BIOTECH | — | $461K | 0.2% | 2,188 | -5% | |||
| 116 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $459K | 0.2% | 14K | -6% | |||
| 117 | $STX | Seagate Technology Holdings plc | Technology | $456K | 0.2% | 494 | -1% | |||
| 118 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $449K | 0.2% | 641 | -1% | |||
| 119 | $BX | Blackstone Inc. | Financials | $449K | 0.2% | 4,003 | +5% | |||
| 120 | $ADI | ANALOG DEVICES INC | Technology | $437K | 0.2% | 1,101 | -2% | |||
| 121 | $CRM | Salesforce, Inc. | Technology | $436K | 0.2% | 1,901 | +11% | |||
| 122 | — | SCHWAB STRATEGIC TR - US REIT ETF | — | $435K | 0.1% | 20K | -4% | |||
| 123 | — | VANGUARD WORLD FD - INF TECH ETF | — | $420K | 0.1% | 3,342 | -19% | |||
| 124 | — | ISHARES TR - ESG MSCI LEADR | — | $410K | 0.1% | 3,009 | +7% | |||
| 125 | $INTC | INTEL CORP | Technology | $396K | 0.1% | 3,293 | -4% | |||
| 126 | $PWR | QUANTA SERVICES, INC. | Industrials | $395K | 0.1% | 615 | +18% | |||
| 127 | $MMM | 3M CO | Healthcare | $392K | 0.1% | 2,390 | — | |||
| 128 | $NKE | NIKE, Inc. | Consumer Discretionary | $383K | 0.1% | 11K | +5% | |||
| 129 | $UBER | Uber Technologies, Inc | Technology | $377K | 0.1% | 5,502 | +15% | |||
| 130 | — | ISHARES TR - CORE INTL AGGR | — | $366K | 0.1% | 7,435 | -5% | |||
| 131 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $362K | 0.1% | 1,717 | +12% | |||
| 132 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | — | $356K | 0.1% | 16K | -8% | |||
| 133 | — | ISHARES TR - MSCI EAFE ETF | — | $349K | 0.1% | 3,364 | — | |||
| 134 | — | ISHARES TR - TRS FLT RT BD | — | $349K | 0.1% | 6,880 | +5% | |||
| 135 | $KEX | KIRBY CORP | Industrials | $334K | 0.1% | 2,544 | +10% | |||
| 136 | $UNP | UNION PACIFIC CORP | Industrials | $330K | 0.1% | 1,213 | +11% | |||
| 137 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $325K | 0.1% | 1,685 | +20% | |||
| 138 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $309K | 0.1% | 5,706 | -5% | |||
| 139 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $279K | 0.1% | 10K | -20% | |||
| 140 | — | ISHARES TR - RUS 1000 ETF | — | $279K | 0.1% | 670 | — | |||
| 141 | — | ISHARES TR - ESG AWRE 1 5 YR | — | $271K | 0.1% | 11K | +30% | |||
| 142 | $PYPL | PayPal Holdings, Inc. | Financials | $257K | 0.1% | 4,891 | -10% | |||
| 143 | — | ISHARES TR - NATIONAL MUN ETF | — | $251K | 0.1% | 2,485 | -24% | |||
| 144 | $MCD | MCDONALDS CORP | Consumer Discretionary | $250K | 0.1% | 1,082 | — | |||
| 145 | $WAT | WATERS CORP /DE/ | Healthcare | $246K | 0.1% | 559 | -8% | |||
| 146 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $244K | 0.1% | 3,158 | — | |||
| 147 | $FSLR | FIRST SOLAR, INC. | Technology | $243K | 0.1% | 1,387 | +27% | |||
| 148 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $238K | 0.1% | 926 | -2% | |||
| 149 | $PFE | PFIZER INC | Healthcare | $217K | 0.1% | 7,598 | -15% | |||
| 150 | $CB | Chubb Ltd | Financials | $211K | 0.1% | 650 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 2 new, 80 added to, 62 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (2)
$XOM.R34088EXXON MOBIL CORP$2.5M
first bought this quarter
$CCZCOMCAST CORP$204K
first bought this quarter
Added to (80)
- ISHARES TR - HDG MSCI EAFE+13%
now $9.0M
- ISHARES INC - MSCI EMRG CHN+9%
now $5.0M
- ISHARES TR - CONV BD ETF+108%
now $633K
- ISHARES TR - CORE S&P MCP ETF+4%
now $7.7M
- SCHWAB STRATEGIC TR - SHT TM US TRES+5%
now $5.2M
- ISHARES TR - ISHS 5-10YR INVT+11%
now $2.6M
+74 more in the Excel export
Trimmed (62)
- SCHWAB STRATEGIC TR - US LRG CAP ETF-4%
now $5.0M
$GOOGAlphabet Inc.-5%
now $3.4M · held 11+ qtrs, 6 trims in a row
now $4.2M · held 11+ qtrs
$AMDADVANCED MICRO DEVICES INC-6%
now $2.4M · held 10 qtrs
- ISHARES TR - ESG AWR MSCI USA-15%
now $890K
- ISHARES TR - GNMA BOND ETF-14%
now $912K
+56 more in the Excel export
Holdings by quarter
Every 13F Bigelow Investment Advisors, LLC has filed, 35 earlier quarters. Pick one to see what it held then.
Is it too late to follow Bigelow Investment Advisors?
Q3 2026 13F filed with the SEC on Oct 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Bigelow Investment Advisors's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-2.3%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 11% over the last 4
Top 10 weight
35%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Bigelow Investment Advisors, LLC disclosed 154 positions worth $280.8M in its Form 13F-HR for Q3 2026, followed by $SPY. During the quarter the fund opened 2 new positions and exited 5 — including a new stake in $XOM.R34088 and a full exit from $ROL. The portfolio is most concentrated in Other (56.1% of disclosed assets). All figures are sourced directly from Bigelow Investment Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1729516.
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AI-Powered Hedge Fund Analysis: Bigelow Investment Advisors, LLC
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