Bigelow Investment Advisors, LLC Portfolio Holdings

Bigelow Investment Advisors, LLC

  • $245 Million
  • Q3 2025

Bigelow Investment Advisors, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $245 Million distributed in 149 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 $16.4M, Spdr S&P 500 ETF Trust with a value of $12.5M, Ishares Gold Trust with a value of $10.4M, Vanguard Dividend Appreciation with a value of $9.29M, and Apple Inc. with a value of $6.96M.

Examining the 13F form we can see an increase of $18.6M in the current position value, from $226M to 245M.

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

Portfolio value $245 Million
ETFs: $149 Million
Technology: $27.1 Million
Financial Services: $12.8 Million
Communication Services: $11.7 Million
Industrials: $11.1 Million
Healthcare: $10.7 Million
Consumer Cyclical: $10.3 Million
Consumer Defensive: $6.08 Million
Other: $5.48 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.4 Million 6.7% of portfolio
24,494
Q3 2025 Added 0.81%
$0
$12.5 Million 5.1% of portfolio
18,731
Q3 2025 Reduced 4.18%
$65.3B
$10.4 Million 4.24% of portfolio
142,474
Q3 2025 Added 6.19%
$0
$9.29 Million 3.8% of portfolio
50,987
Q3 2025 Reduced 0.22%
$4.3T
$6.96 Million 2.85% of portfolio
27,346
Q3 2025 Reduced 13.72%
$0
$6.32 Million 2.58% of portfolio
96,790
Q3 2025 Reduced 3.86%
$3.78T
$5.73 Million 2.34% of portfolio
11,069
Q3 2025 Reduced 0.67%
$0
$5.51 Million 2.25% of portfolio
209,170
Q3 2025 Reduced 2.78%
$0
$5.23 Million 2.14% of portfolio
156,385
Q3 2025 New
$0
$5.18 Million 2.12% of portfolio
43,550
Q3 2025 Reduced 23.98%
$0
$5.07 Million 2.07% of portfolio
158,860
Q3 2025 Added 2.11%
$465B
$4.31 Million 1.76% of portfolio
23,078
Q3 2025 Reduced 3.03%
$0
$4.17 Million 1.7% of portfolio
170,717
Q3 2025 Reduced 5.82%
$0
$4.06 Million 1.66% of portfolio
102,451
Q3 2025 Added 24.21%
$0
$3.55 Million 1.45% of portfolio
66,853
Q3 2025 Added 12.26%
$1.65T
$3.43 Million 1.4% of portfolio
14,101
Q3 2025 Added 1.83%
$0
$3.22 Million 1.31% of portfolio
36,830
Q3 2025 Reduced 0.08%
$0
$3.16 Million 1.29% of portfolio
33,182
Q3 2025 Added 13.87%
$522B
$3.13 Million 1.28% of portfolio
16,870
Q3 2025 Reduced 1.37%
$0
$3.01 Million 1.23% of portfolio
30,020
Q3 2025 Added 11.38%
$255B
$2.88 Million 1.18% of portfolio
8,679
Q3 2025 Reduced 3.42%
$1.74T
$2.73 Million 1.12% of portfolio
11,208
Q3 2025 Reduced 3.93%
$0
$2.7 Million 1.1% of portfolio
14,222
Q3 2025 Added 21.89%
$258B
$2.58 Million 1.05% of portfolio
15,416
Q3 2025 Reduced 7.18%
$0
$2.53 Million 1.03% of portfolio
50,749
Q3 2025 Added 4.95%
$0
$2.53 Million 1.03% of portfolio
37,453
Q3 2025 Added 17.3%
$0
$2.42 Million 0.99% of portfolio
54,543
Q3 2025 Reduced 13.96%
$2.39T
$2.4 Million 0.98% of portfolio
10,938
Q3 2025 Reduced 3.19%
$0
$2.34 Million 0.96% of portfolio
12,360
Q3 2025 Reduced 3.16%
$0
$2.24 Million 0.92% of portfolio
87,238
Q3 2025 Reduced 0.37%
$0
$2.17 Million 0.89% of portfolio
40,133
Q3 2025 Added 15.2%
$593B
$2.14 Million 0.87% of portfolio
7,601
Q3 2025 Reduced 1.05%
$0
$2.01 Million 0.82% of portfolio
14,272
Q3 2025 Added 7.14%
$0
$2.01 Million 0.82% of portfolio
33,607
Q3 2025 Reduced 2.65%
$0
$1.98 Million 0.81% of portfolio
38,707
Q3 2025 Reduced 3.42%
$0
$1.88 Million 0.77% of portfolio
14,306
Q3 2025 Added 14.39%
$346B
$1.83 Million 0.75% of portfolio
11,931
Q3 2025 Added 1.76%
$193B
$1.78 Million 0.73% of portfolio
15,527
Q3 2025 Added 2.24%
$0
$1.72 Million 0.7% of portfolio
59,250
Q3 2025 Added 1.93%
$0
$1.71 Million 0.7% of portfolio
12,630
Q3 2025 Added 1.1%
$0
$1.72 Million 0.7% of portfolio
20,476
Q3 2025 Added 9.87%
$168B
$1.67 Million 0.68% of portfolio
22,159
Q3 2025 Added 2.37%
$0
$1.65 Million 0.68% of portfolio
8,814
Q3 2025 Added 4.58%
$490B
$1.62 Million 0.66% of portfolio
14,353
Q3 2025 Added 1.62%
$170B
$1.58 Million 0.65% of portfolio
10,937
Q3 2025 Reduced 5.29%
$0
$1.54 Million 0.63% of portfolio
14,379
Q3 2025 Added 26.29%
$94.5B
$1.52 Million 0.62% of portfolio
4,471
Q2 2025 Reduced 0.27%
$28.7B
$1.52 Million 0.62% of portfolio
25,800
Q2 2023 Reduced 1.71%
$319B
$1.44 Million 0.59% of portfolio
21,077
Q3 2025 Reduced 5.09%

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $245 Million
  • Prior Value $226 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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