BI

Bigelow Investment Advisors, LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$249.8M

Reporting period: 2026-03-31 · Number of holdings: 153

Bigelow Investment Advisors, LLC disclosed 153 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $249.8M and a quarterly turnover rate of 11.9%.

Personality snowflake

Concentration
7.89
Portfolio Stability
11.91
Momentum/Contrarian
100
Sector conviction
51.36
Diversification
100
Sizing Uniformity
85.75

Recent moves

  • Add HEFA

    +19.5%　$1.1M

  • Trim MSFT

    +0.1%　-$1.3M

  • Trim GNMA

    -39.5%　-$821.1K

  • Add XOM

    +0.0%　$726.7K

  • Add EMXC

    +11.7%　$602.4K

  • Add IGSB

    +14.2%　$588.5K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1IVVIshares Core S&p 500 ETFETF-Large Cap & Growth6.70%-0.18%-0.36%
2SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth4.83%+0.02%+2.61%
3IAUIshares Gold TrustETF-Commodities4.62%—-8.60%
4VIGVanguard Dividend Apprec ETFETF-Other4.35%-0.03%-1.04%
5IJHIshares Core S&p Midcap ETFETF-Other2.81%+0.22%+3.54%
6AAPLApple INCStock-Tech2.68%-0.18%-2.10%
7HEFAIsha Curr Hedged Msci EafeETF-Other2.38%+0.49%+19.48%
8IGSBIshares 1-5y Inv Grade CORPETF-Other1.97%+0.27%+14.24%
9IJRIshares Core S&p Small-cap EETF-Small Cap1.96%—-3.72%
10BUFRFt Vest Lad Buffervetf-usd IETF-Other1.95%-0.24%-12.19%
11SCHOSchwab Short-term US TreasETF-Other1.92%—-1.86%
12SCHGSchwab US Large-cap GrowthETF-Other1.84%-0.21%-1.57%
13SCHXSchwab US Large-cap ETFETF-Other1.82%-0.20%-8.01%
14MSFTMicrosoft CORPStock-Tech1.64%-0.45%+0.07%
15MBBIshares Mbs ETFETF-Other1.61%+0.22%+13.25%
16JNJJohnson & JohnsonStock-Healthcare1.60%+0.23%-3.74%
17NVDANvidia CORPStock-Tech1.50%-0.06%+0.26%
18GOOGLAlphabet Inc-cl AStock-Comm Services1.46%-0.15%-3.54%
19IEFAIshares Core Msci Eafe ETFETF-Other1.43%+0.13%+5.43%
20EMXCIshares Msci Emr Mrk Ex ChnaETF-Other1.40%+0.27%+11.69%
21AGGIshares Core U.s. AggregateETF-Other1.38%—+6.32%
22RSPInvesco S&p 500 Equal WeightETF-Large Cap & Growth1.33%+0.22%+16.64%
23JPMJpmorgan Chase & CoStock-Financials1.24%-0.10%-0.87%
24GOOGAlphabet Inc-cl CStock-Comm Services1.24%-0.10%-1.52%
25RTXRtx CORPStock-Industrials1.16%—-1.31%
26AXPAmerican Express CoStock-Financials1.02%-0.21%-0.99%
27XOMExxon Mobil CORPStock-Energy1.00%+0.31%+0.02%
28AMZNAmazon.com INCStock-Consumer Disc0.95%—+5.45%
29IGIBIshares 5-10y Inv Grade CORPETF-Corp Bonds0.93%—+4.03%
30VPUVanguard Utilities ETFETF-Other0.93%—-11.44%
31LMBSFirst Trust Low Duration OppETF-Other0.91%-0.05%-7.62%
32VYMVanguard High Dvd Yield ETFETF-Other0.90%—+3.32%
33VEAVanguard Ftse Developed ETFETF-Other0.86%—+0.44%
34VCITVanguard Int-term CorporateETF-Corp Bonds0.78%—+11.92%
35NEENextera Energy INCStock-Utilities0.77%+0.12%-0.06%
36GVIIshares Intermediate GovernmETF-Other0.75%+0.11%+15.73%
37FLOTIshares Floating Rate Bond EETF-Other0.75%—-5.64%
38SCHBSchwab US Broad Market ETFETF-Other0.73%-0.16%-15.46%
39SCHVSchwab US Large-cap ValueETF-Other0.73%—+8.04%
40TJXTjx Companies INCStock-Consumer Disc0.69%—-1.87%
41PGProcter & Gamble Co/theStock-Consumer Staples0.66%—-0.54%
42VFHVanguard Financials ETFETF-Other0.64%-0.15%-13.05%
43DISWalt Disney Co/theStock-Comm Services0.63%-0.07%+2.41%
44GDGeneral Dynamics CORPStock-Industrials0.61%——
45CSCOCisco Systems INCStock-Tech0.58%—-6.29%
46IEMGIshares Core Msci EmergingETF-Emerging Markets0.58%—+9.80%
47VOXVanguard Communication ServiETF-Other0.56%-0.14%-15.26%
48PEPPepsico INCStock-Consumer Staples0.56%—-0.69%
49SUSAIshares Esg Optimized Msci UETF-Other0.54%-0.10%-12.61%
50ECLEcolab INCStock-Materials0.53%—+4.26%
1–50 of 153

Holding changes this quarter

Bigelow Investment Advisors, LLC's most significant position changes for 2026-03-31: Sold out: Rollins INC (ROL); Sold out: Intl Business Machines CORP (IBM); New buy: Ishares Esg Msci USA Leaders (SUSL); New buy: Ishares Semiconductor ETF (SOXX); New buy: Quanta Services INC (PWR).

Position changes disclosed by Bigelow Investment Advisors, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1HEFAIsha Curr Hedged Msci Eafe+0.5%+19.48%Add
2XOMExxon Mobil CORP+0.3%+0.02%Add
3EMXCIshares Msci Emr Mrk Ex Chna+0.3%+11.69%Add
4IGSBIshares 1-5y Inv Grade CORP+0.3%+14.24%Add
5JNJJohnson & Johnson+0.2%-3.74%Trim
6RSPInvesco S&p 500 Equal Weight+0.2%+16.64%Add
7MBBIshares Mbs ETF+0.2%+13.25%Add
8IJHIshares Core S&p Midcap ETF+0.2%+3.54%Add
9IEFAIshares Core Msci Eafe ETF+0.1%+5.43%Add
10NEENextera Energy INC+0.1%-0.06%Trim
11GVIIshares Intermediate Governm+0.1%+15.73%Add
12VRTVertiv Holdings Co-a+0.1%+12.98%Add
13CWBSs Spdr Bb Conv Sec ETF+0.1%+65.82%Add
14CATCaterpillar INC+0.1%-0.78%Trim
15VZVerizon Communications INC+0.1%+7.95%Add
16SPYSs Spdr S&p 500 ETF Trust-us0%+2.61%Add
17VIGVanguard Dividend Apprec ETF0%-1.04%Trim
18LMBSFirst Trust Low Duration Opp-0.1%-7.62%Trim
19NVDANvidia CORP-0.1%+0.26%Add
20DHRDanaher CORP-0.1%+1.34%Add
21DISWalt Disney Co/the-0.1%+2.41%Add
22UNHUnitedhealth Group INC-0.1%-10.37%Trim
23GOOGAlphabet Inc-cl C-0.1%-1.52%Trim
24JPMJpmorgan Chase & Co-0.1%-0.87%Trim
25SUSAIshares Esg Optimized Msci U-0.1%-12.61%Trim
26VOXVanguard Communication Servi-0.1%-15.26%Trim
27GOOGLAlphabet Inc-cl A-0.2%-3.54%Trim
28VFHVanguard Financials ETF-0.2%-13.05%Trim
29SCHBSchwab US Broad Market ETF-0.2%-15.46%Trim
30ORCLOracle CORP-0.2%-10.71%Trim
31IVVIshares Core S&p 500 ETF-0.2%-0.36%Trim
32AAPLApple INC-0.2%-2.10%Trim
33SCHXSchwab US Large-cap ETF-0.2%-8.01%Trim
34SCHGSchwab US Large-cap Growth-0.2%-1.57%Trim
35AXPAmerican Express Co-0.2%-0.99%Trim
36BUFRFt Vest Lad Buffervetf-usd I-0.2%-12.19%Trim
37GNMAIshares Gnma Bond ETF-0.3%-39.52%Trim
38MSFTMicrosoft CORP-0.5%+0.07%Add
39ROLRollins INC—EXITSold out
40IBMIntl Business Machines CORP—EXITSold out
41SUSLIshares Esg Msci USA Leaders—NEWNew buy
42SOXXIshares Semiconductor ETF—NEWNew buy
43PWRQuanta Services INC—NEWNew buy
44PEverpure Inc-a—NEWNew buy
45MUMicron Technology INC—NEWNew buy
46COFCapital One Financial CORP—NEWNew buy
47SUBIshares Short-term National—NEWNew buy
48CMCSAComcast Corp-class A—NEWNew buy
49FSLRFirst Solar INC—EXITSold out
50ABTAbbott Laboratories—EXITSold out

FAQ

What is Bigelow Investment Advisors, LLC and what type of investor is it?
Bigelow Investment Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $249.8M, spread across 153 disclosed positions.
What are Bigelow Investment Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Bigelow Investment Advisors, LLC's top holdings by market value are: 1. Ishares Core S&p 500 ETF (IVV) — $16.7M (6.7%) 2. Ss Spdr S&p 500 ETF Trust-us (SPY) — $12.1M (4.8%) 3. Ishares Gold Trust (IAU) — $11.6M (4.6%) 4. Vanguard Dividend Apprec ETF (VIG) — $10.9M (4.3%) 5. Ishares Core S&p Midcap ETF (IJH) — $7.0M (2.8%)
What changes did Bigelow Investment Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, Bigelow Investment Advisors, LLC made 50 notable position adjustments: 8 new positions were initiated, 17 existing holdings were added to, 21 positions were partially reduced, and 4 were completely exited. The largest of these moves: Sold out: Rollins INC (ROL); Sold out: Intl Business Machines CORP (IBM); New buy: Ishares Esg Msci USA Leaders (SUSL); New buy: Ishares Semiconductor ETF (SOXX); New buy: Quanta Services INC (PWR)
What sectors does Bigelow Investment Advisors, LLC focus on?
Bigelow Investment Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 29.9% • Communication Services: 15.3% • Financials: 14.7% • Health Care: 11.6% • Industrials: 10.5% • Consumer Discretionary: 8.6%