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CIK: 0001729516
Total reported value
$276.2M
$276.2M
153 檔
21.1%
In Q1 2026, Bigelow Investment Advisors, LLC's U.S. equity holdings reached a combined market value of $276.2M, distributed across 153 disclosed stock positions.
Bigelow Investment Advisors, LLC executed strategic sector rebalancing during Q1 2026, establishing 8 new positions while fully exiting 4 holdings and trimming 74 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.70% | +0.37% | -0.36% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.83% | +0.07% | +2.61% | |
| 3 | IAU | Ishares Gold Trust | ETF-Commodities | 4.62% | -1.15% | -8.60% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.35% | -0.04% | -1.04% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.81% | +0.06% | +3.54% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.68% | +0.09% | -2.10% | |
| 7 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 2.38% | +0.52% | +19.48% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.97% | -0.12% | +14.24% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.96% | +0.03% | -3.72% | |
| 10 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.95% | -0.24% | -12.19% | |
| 11 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.92% | -0.11% | -1.86% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.84% | +0.14% | -1.57% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.82% | +0.04% | -8.01% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.64% | -0.09% | +0.07% | |
| 15 | MBB | Ishares Mbs ETF | ETF-Other | 1.61% | -0.17% | +13.25% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.60% | -0.09% | -3.74% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.50% | +0.24% | +0.26% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.46% | +0.15% | -3.54% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.43% | -0.07% | +5.43% | |
| 20 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.40% | +0.32% | +11.69% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.38% | -0.23% | +6.32% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.33% | +0.09% | +16.64% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.24% | +0.02% | -0.87% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.24% | +0.09% | -1.52% | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 1.16% | -0.15% | -1.31% | |
| 26 | AXP | American Express Co | Stock-Financials | 1.02% | +0.01% | -0.99% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 1.00% | -1.00% | EXIT | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.95% | +0.04% | +5.45% | |
| 29 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.93% | -0.03% | +4.03% | |
| 30 | VPU | Vanguard Utilities ETF | ETF-Other | 0.93% | -0.15% | -11.44% | |
| 31 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.91% | -0.13% | -7.62% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.90% | +0.03% | +3.32% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.86% | — | +0.44% | |
| 34 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.78% | -0.07% | +11.92% | |
| 35 | NEE | Nextera Energy Inc | Stock-Utilities | 0.77% | -0.11% | -0.06% | |
| 36 | GVI | Ishares Intermediate Governm | ETF-Other | 0.75% | -0.02% | +15.73% | |
| 37 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.75% | -0.08% | -5.64% | |
| 38 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.73% | +0.03% | -15.46% | |
| 39 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.73% | +0.05% | +8.04% | |
| 40 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.69% | -0.10% | -1.87% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.66% | -0.04% | -0.54% | |
| 42 | VFH | Vanguard Financials ETF | ETF-Other | 0.64% | -0.02% | -13.05% | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.63% | -0.06% | +2.41% | |
| 44 | GD | General Dynamics CORP | Stock-Industrials | 0.61% | -0.04% | — | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.58% | +0.19% | -6.29% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.58% | +0.03% | +9.80% | |
| 47 | VOX | Vanguard Communication Servi | ETF-Other | 0.56% | -0.06% | -15.26% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.56% | -0.13% | -0.69% | |
| 49 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.54% | +0.02% | -12.61% | |
| 50 | ECL | Ecolab Inc | Stock-Materials | 0.53% | -0.02% | +4.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HEFA | Isha Curr Hedged Msci Eafe | +0.5% | +19.48% | Add |
| 2 | XOM | Exxon Mobil CORP | +0.3% | +0.02% | Add |
| 3 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.3% | +11.69% | Add |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | +0.3% | +14.24% | Add |
| 5 | JNJ | Johnson & Johnson | +0.2% | -3.74% | Trim |
| 6 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +16.64% | Add |
| 7 | MBB | Ishares Mbs ETF | +0.2% | +13.25% | Add |
| 8 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +3.54% | Add |
| 9 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +5.43% | Add |
| 10 | NEE | Nextera Energy Inc | +0.1% | -0.06% | Trim |
| 11 | GVI | Ishares Intermediate Governm | +0.1% | +15.73% | Add |
| 12 | AGG | Ishares Core U.s. Aggregate | +0.1% | +6.32% | Add |
| 13 | VRT | Vertiv Holdings Co-a | +0.1% | +12.98% | Add |
| 14 | CWB | Ss Spdr Bb Conv Sec ETF | +0.1% | +65.82% | Add |
| 15 | CAT | Caterpillar Inc | +0.1% | -0.78% | Trim |
| 16 | VCIT | Vanguard Int-term Corporate | +0.1% | +11.92% | Add |
| 17 | SCHV | Schwab US Large-cap Value | +0.1% | +8.04% | Add |
| 18 | VZ | Verizon Communications Inc | +0.1% | +7.95% | Add |
| 19 | DE | Deere & Co | +0.1% | +2.52% | Add |
| 20 | IEMG | Ishares Core Msci Emerging | +0.1% | +9.80% | Add |
| 21 | ETN | Eaton Corporation plc | +0.1% | +4.40% | Add |
| 22 | WMT | Walmart Inc | +0.1% | +11.75% | Add |
| 23 | NFLX | Netflix Inc | +0.1% | +10.50% | Add |
| 24 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +3.32% | Add |
| 25 | RTX | Rtx CORP | +0.1% | -1.31% | Trim |
| 26 | IAU | Ishares Gold Trust | +0.1% | -8.60% | Trim |
| 27 | HON | Honeywell International Inc | +0.1% | +4.56% | Add |
| 28 | DUK | Duke Energy CORP | +0.1% | +2.16% | Add |
| 29 | COST | Costco Wholesale CORP | +0.1% | +0.49% | Add |
| 30 | PEP | Pepsico Inc | +0.1% | -0.69% | Trim |
| 31 | VEA | Vanguard Ftse Developed ETF | +0.1% | +0.44% | Add |
| 32 | IGIB | Ishares 5-10y Inv Grade CORP | +0.1% | +4.03% | Add |
| 33 | IEI | Ishares 3-7 Year Treasury Bo | 0% | +12.55% | Add |
| 34 | MRVL | Marvell Technology Inc | 0% | +20.20% | Add |
| 35 | GILD | Gilead Sciences Inc | 0% | -0.50% | Trim |
| 36 | AMAT | Applied Materials Inc | 0% | -17.05% | Trim |
| 37 | ECL | Ecolab Inc | 0% | +4.26% | Add |
| 38 | TT | Trane Technologies plc | 0% | +6.80% | Add |
| 39 | SCHP | Schwab U.s. Tips ETF | 0% | +6.43% | Add |
| 40 | CL | Colgate-palmolive Co | 0% | +1.04% | Add |
| 41 | TXN | Texas Instruments Inc | 0% | -4.00% | Trim |
| 42 | IJR | Ishares Core S&p Small-cap E | 0% | -3.72% | Trim |
| 43 | CSX | Csx CORP | 0% | -0.25% | Trim |
| 44 | SBUX | Starbucks CORP | 0% | +2.31% | Add |
| 45 | CME | Cme Group Inc | 0% | +0.50% | Add |
| 46 | TJX | Tjx Companies Inc | 0% | -1.87% | Trim |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +2.61% | Add |
| 48 | TSM | Taiwan Semiconductor-sp Adr | 0% | +5.62% | Add |
| 49 | FDX | Fedex CORP | 0% | -12.41% | Trim |
| 50 | KEX | Kirby CORP | 0% | -3.20% | 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 153 disclosed positions in Q1 2026.
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, IAU) accounted for 21.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
SUSL
市值: $319.2K
Top Position Liquidated / Trimmed
ROL
前期市值: $1.5M
During Q1 2026, Bigelow Investment Advisors, LLC's top holdings by market value included IVV (6.7%)、SPY (4.8%)、IAU (4.6%). The largest single position, IVV, represented 6.7% of total portfolio value.
In Q1 2026, Bigelow Investment Advisors, LLC made 150 total portfolio adjustments, initiating 8 new buys, adding to 64 positions, trimming 74 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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