Bigelow Investment Advisors, LLC Portfolio Holdings

Bigelow Investment Advisors, LLC

  • $226 Million
  • Q2 2025

Bigelow Investment Advisors, LLC has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $226 Million distributed in 147 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $15.1M, Spdr S&P 500 ETF Trust with a value of $12.1M, Vanguard Dividend Appreciation with a value of $9.31M, Ishares Gold Trust with a value of $8.37M, and Apple Inc. with a value of $6.5M.

Examining the 13F form we can see an increase of $16.4M in the current position value, from $210M to 226M.

Below you can find more details about Bigelow Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $226 Million
ETFs: $136 Million
Technology: $25.1 Million
Financial Services: $12.3 Million
Healthcare: $10.7 Million
Industrials: $10.5 Million
Communication Services: $10.2 Million
Consumer Cyclical: $10 Million
Consumer Defensive: $6 Million
Other: $5.13 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.1 Million 6.67% of portfolio
24,296
Q2 2025 Added 2.35%
$0
$12.1 Million 5.34% of portfolio
19,549
Q2 2025 Reduced 8.24%
$0
$9.31 Million 4.12% of portfolio
51,101
Q2 2025 Reduced 0.15%
$53B
$8.37 Million 3.7% of portfolio
134,163
Q2 2025 Added 0.7%
$3.39T
$6.5 Million 2.88% of portfolio
31,695
Q2 2025 Added 10.81%
$0
$6.26 Million 2.77% of portfolio
57,291
Q2 2025 Added 5.86%
$0
$6.24 Million 2.76% of portfolio
100,680
Q2 2025 Reduced 1.28%
$3.75T
$5.54 Million 2.45% of portfolio
11,144
Q2 2025 Reduced 2.04%
$0
$5.26 Million 2.33% of portfolio
215,145
Q2 2025 Reduced 0.57%
$0
$4.54 Million 2.01% of portfolio
155,584
Q2 2025 Added 0.33%
$0
$4.42 Million 1.96% of portfolio
181,271
Q2 2025 Added 45.04%
$406B
$3.76 Million 1.66% of portfolio
23,798
Q2 2025 Added 0.81%
$0
$3.13 Million 1.39% of portfolio
82,482
Q2 2025 Added 21.25%
$0
$3.14 Million 1.39% of portfolio
59,550
Q2 2025 Added 6.88%
$831B
$3.09 Million 1.37% of portfolio
10,654
Q2 2025 Reduced 0.08%
$0
$3.08 Million 1.36% of portfolio
36,859
Q2 2025 Added 0.46%
$0
$2.79 Million 1.23% of portfolio
63,390
Q2 2025 Reduced 11.32%
$0
$2.74 Million 1.21% of portfolio
29,140
Q2 2025 Added 40.97%
$0
$2.67 Million 1.18% of portfolio
26,952
Q2 2025 Reduced 0.73%
$409B
$2.61 Million 1.16% of portfolio
17,105
Q2 2025 Reduced 1.29%
$2.27T
$2.48 Million 1.1% of portfolio
11,299
Q2 2025 Added 1.43%
$1.07T
$2.44 Million 1.08% of portfolio
13,848
Q2 2025 Reduced 7.49%
$215B
$2.43 Million 1.07% of portfolio
16,609
Q2 2025 Reduced 0.68%
$0
$2.38 Million 1.05% of portfolio
48,354
Q2 2025 Added 6.59%
$0
$2.25 Million 1.0% of portfolio
12,763
Q2 2025 Added 20.52%
$0
$2.12 Million 0.94% of portfolio
11,668
Q2 2025 Added 24.42%
$1.08T
$2.07 Million 0.92% of portfolio
11,666
Q2 2025 Reduced 1.03%
$0
$2.09 Million 0.92% of portfolio
87,563
Q2 2025 Reduced 1.24%
$0
$2.04 Million 0.9% of portfolio
40,079
Q2 2025 Reduced 2.49%
$0
$2.02 Million 0.89% of portfolio
31,929
Q2 2025 Added 16.31%
$0
$1.97 Million 0.87% of portfolio
34,521
Q2 2025 Reduced 6.17%
$373B
$1.87 Million 0.83% of portfolio
11,725
Q2 2025 Reduced 0.33%
$220B
$1.88 Million 0.83% of portfolio
15,187
Q2 2025 Added 0.26%
$0
$1.86 Million 0.82% of portfolio
34,839
Q2 2025 Reduced 3.54%
$0
$1.78 Million 0.79% of portfolio
13,321
Q2 2025 Added 0.71%
$636B
$1.68 Million 0.74% of portfolio
7,682
Q2 2025 Reduced 1.6%
$0
$1.61 Million 0.71% of portfolio
58,128
Q2 2025 Added 2.99%
$0
$1.58 Million 0.7% of portfolio
12,493
Q2 2025 Reduced 0.31%
$0
$1.59 Million 0.7% of portfolio
12,506
Q2 2025 Added 5.76%
$284B
$1.54 Million 0.68% of portfolio
22,208
Q2 2025 Reduced 5.28%
$0
$1.55 Million 0.68% of portfolio
18,636
Q2 2025 Added 8.66%
$474B
$1.52 Million 0.67% of portfolio
14,124
Q2 2025 Reduced 0.24%
$145B
$1.5 Million 0.66% of portfolio
21,646
Q2 2025 Reduced 0.52%
$27.5B
$1.46 Million 0.64% of portfolio
25,800
Q2 2023 Reduced 1.71%
$573B
$1.45 Million 0.64% of portfolio
1,081
Q2 2025 Added 4.44%
$0
$1.44 Million 0.64% of portfolio
8,428
Q2 2025 Added 11.01%
$146B
$1.43 Million 0.63% of portfolio
11,548
Q2 2025 Reduced 0.06%
$585B
$1.35 Million 0.6% of portfolio
3,811
Q2 2025 Reduced 0.03%
$0
$1.37 Million 0.6% of portfolio
5,506
Q2 2025 Added 1.91%

Summary

  • Portfolio
  • No. of Stocks 147
  • Current Value $226 Million
  • Prior Value $210 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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