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CIK: 0001729516
Total reported value
$276.2M
$276.2M
147 檔
18.9%
At the close of Q2 2025, Bigelow Investment Advisors, LLC disclosed equity holdings valued at approximately $276.2M, spread across 147 reported holdings.
Bigelow Investment Advisors, LLC executed strategic sector rebalancing during Q2 2025, establishing 5 new positions while fully exiting 4 holdings and trimming 20 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.65% | +0.37% | +2.35% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.32% | +0.07% | -8.24% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.61% | -0.04% | -0.15% | |
| 4 | IAU | Ishares Gold Trust | ETF-Commodities | 3.69% | -1.15% | +0.70% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.76% | +0.03% | +5.86% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.75% | +0.06% | -1.28% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.55% | +0.09% | +10.81% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.44% | -0.09% | -2.04% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.32% | +0.04% | -0.57% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.00% | +0.14% | +0.33% | |
| 11 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.95% | -0.11% | +45.04% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.66% | +0.24% | +0.81% | |
| 13 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.38% | -0.12% | +6.88% | |
| 14 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.38% | +0.52% | +21.25% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.36% | +0.02% | -0.08% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.36% | -0.07% | +0.46% | |
| 17 | AXP | American Express Co | Stock-Financials | 1.26% | +0.01% | -0.27% | |
| 18 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 1.23% | -0.09% | -11.32% | |
| 19 | MBB | Ishares Mbs ETF | ETF-Other | 1.21% | -0.17% | +40.97% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.18% | -0.23% | -0.73% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.15% | -0.09% | -1.29% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.09% | +0.04% | +1.43% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.08% | +0.15% | -7.50% | |
| 24 | RTX | Rtx CORP | Stock-Industrials | 1.07% | -0.15% | -0.68% | |
| 25 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.05% | -0.13% | +6.59% | |
| 26 | VPU | Vanguard Utilities ETF | ETF-Other | 0.99% | -0.15% | +20.52% | |
| 27 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.93% | +0.09% | +24.42% | |
| 28 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.92% | +0.03% | -1.24% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.91% | +0.09% | -1.03% | |
| 30 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.90% | -0.08% | -2.49% | |
| 31 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.89% | +0.32% | +16.31% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.87% | — | -6.17% | |
| 33 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.83% | -0.06% | +0.26% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.82% | -0.04% | -0.33% | |
| 35 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.82% | -0.03% | -3.54% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.78% | +0.03% | +0.71% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.74% | -0.02% | -1.60% | |
| 38 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.71% | +0.05% | +2.99% | |
| 39 | VFH | Vanguard Financials ETF | ETF-Other | 0.70% | -0.02% | +5.76% | |
| 40 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.70% | +0.02% | -0.31% | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.68% | -0.07% | +8.66% | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.68% | +0.19% | -5.28% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.67% | -1.00% | EXIT | |
| 44 | NEE | Nextera Energy Inc | Stock-Utilities | 0.66% | -0.11% | -0.52% | |
| 45 | ROL | Rollins Inc | Stock-Consumer Disc | 0.64% | +0.39% | NEW | |
| 46 | NFLX | Netflix Inc | Stock-Comm Services | 0.64% | -0.14% | +4.44% | |
| 47 | VOX | Vanguard Communication Servi | ETF-Other | 0.64% | -0.06% | +11.01% | |
| 48 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.63% | -0.10% | -0.06% | |
| 49 | VHT | Vanguard Health Care ETF | ETF-Other | 0.60% | -0.03% | +1.91% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.60% | — | -0.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHO | Schwab Short-term US Treas | +0.5% | +45.04% | Add |
| 2 | NVDA | Nvidia CORP | +0.4% | +0.81% | Add |
| 3 | MSFT | Microsoft CORP | +0.4% | -2.04% | Trim |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.3% | +2.35% | Add |
| 5 | MBB | Ishares Mbs ETF | +0.3% | +40.97% | Add |
| 6 | ORCL | Oracle CORP | +0.2% | -1.60% | Trim |
| 7 | HEFA | Isha Curr Hedged Msci Eafe | +0.2% | +21.25% | Add |
| 8 | NFLX | Netflix Inc | +0.2% | +4.44% | Add |
| 9 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.2% | +16.31% | Add |
| 10 | SCHG | Schwab US Large-cap Growth | +0.2% | +0.33% | Add |
| 11 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +24.42% | Add |
| 12 | UBER | Uber Technologies Inc | +0.2% | NEW | New buy |
| 13 | VPU | Vanguard Utilities ETF | +0.1% | +20.52% | Add |
| 14 | VDC | Vanguard Consumer Staple ETF | +0.1% | NEW | New buy |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -0.08% | Trim |
| 16 | DIS | Walt Disney Co/the | +0.1% | +0.26% | Add |
| 17 | AXP | American Express Co | +0.1% | -0.27% | Trim |
| 18 | GS | Goldman Sachs Group Inc | +0.1% | NEW | New buy |
| 19 | VOX | Vanguard Communication Servi | +0.1% | +11.01% | Add |
| 20 | ETN | Eaton Corporation plc | +0.1% | +3.03% | Add |
| 21 | IWP | Ishares Russell Mid-cap Grow | +0.1% | NEW | New buy |
| 22 | UNP | Union Pacific CORP | +0.1% | NEW | New buy |
| 23 | AMZN | Amazon.com Inc | +0.1% | +1.43% | Add |
| 24 | META | Meta Platforms Inc-class A | +0.1% | -0.30% | Trim |
| 25 | IJR | Ishares Core S&p Small-cap E | +0.1% | +5.86% | Add |
| 26 | GVI | Ishares Intermediate Governm | +0.1% | +21.15% | Add |
| 27 | SCHX | Schwab US Large-cap ETF | +0.1% | -0.57% | Trim |
| 28 | IEFA | Ishares Core Msci Eafe ETF | 0% | +0.46% | Add |
| 29 | GOOG | Alphabet Inc-cl C | 0% | -1.03% | Trim |
| 30 | VFH | Vanguard Financials ETF | 0% | +5.76% | Add |
| 31 | RTX | Rtx CORP | 0% | -0.68% | Trim |
| 32 | SCHB | Schwab US Broad Market ETF | 0% | -1.24% | Trim |
| 33 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +6.88% | Add |
| 34 | IAU | Ishares Gold Trust | 0% | +0.70% | Add |
| 35 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -1.28% | Trim |
| 36 | QCLN | First Trust Nasdaq Clean Edg | -0.1% | -50.37% | Trim |
| 37 | DGRW | Wisdomtree U.s. Quality Divi | -0.1% | EXIT | Sold out |
| 38 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | EXIT | Sold out |
| 39 | CB | Chubb Limited | -0.1% | EXIT | Sold out |
| 40 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -0.15% | Trim |
| 41 | MRK | Merck & Co. Inc. | -0.1% | -13.28% | Trim |
| 42 | CLX | Clorox Company | -0.1% | EXIT | Sold out |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -9.05% | Trim |
| 44 | IBB | Ishares Biotechnology ETF | -0.1% | -19.06% | Trim |
| 45 | TMO | Thermo Fisher Scientific Inc | -0.1% | -1.16% | Trim |
| 46 | PEP | Pepsico Inc | -0.1% | -1.57% | Trim |
| 47 | JNJ | Johnson & Johnson | -0.2% | -1.29% | Trim |
| 48 | GNMA | Ishares Gnma Bond ETF | -0.3% | -11.32% | Trim |
| 49 | AAPL | Apple Inc | -0.5% | +10.81% | Add |
| 50 | UNH | Unitedhealth Group Inc | -0.5% | -8.91% | Trim |
According to official SEC Form 13F filings, Bigelow Investment Advisors, LLC reported a total U.S. public equity portfolio value of $276.2M across 147 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SPY, VIG) accounted for 18.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
UBER
市值: $353.4K
Top Position Liquidated / Trimmed
CLX
前期市值: $253.9K
During Q2 2025, Bigelow Investment Advisors, LLC's top holdings by market value included IVV (6.7%)、SPY (5.3%)、VIG (4.6%). The largest single position, IVV, represented 6.7% of total portfolio value.
In Q2 2025, Bigelow Investment Advisors, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 21 positions, trimming 20 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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