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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$160B
$602,000 0.27% of portfolio
2,588
Q2 2025 Added 10.79%
$212B
$604,000 0.27% of portfolio
7,640
Q2 2025 Reduced 13.28%
$142B
$556,000 0.25% of portfolio
5,018
Q2 2025 Reduced 9.06%
$223B
$566,000 0.25% of portfolio
3,990
Q2 2025 Added 4.86%
$100B
$539,000 0.24% of portfolio
1,234
Q2 2025 Added 1.73%
$70.1B
$537,000 0.24% of portfolio
16,481
Q2 2025 Reduced 5.27%
$113B
$537,000 0.24% of portfolio
3,594
Q2 2025 Added 3.87%
$217B
$511,000 0.23% of portfolio
650
Q2 2025 Added 5.18%
$61.5B
$519,000 0.23% of portfolio
2,286
Q2 2025 Added 2.37%
$38.7B
$521,000 0.23% of portfolio
6,879
Q2 2025 Added 5.2%
$50.1B
$503,000 0.22% of portfolio
2,922
Q2 2025 Added 0.86%
$271B
$479,000 0.21% of portfolio
1,759
Q2 2025 Added 5.96%
$60.2B
$466,000 0.21% of portfolio
1,822
Q2 2025 Reduced 3.44%
$263B
$458,000 0.2% of portfolio
4,688
Q2 2025 Added 8.27%
$748B
$434,000 0.19% of portfolio
557
Q2 2025 Added 8.37%
$174B
$437,000 0.19% of portfolio
1,131
Q2 2025 Added 4.63%
$53.1B
$393,000 0.17% of portfolio
1,599
Q2 2025 Added 3.7%
$86.2B
$363,000 0.16% of portfolio
2,390
Q1 2025 Reduced 0.42%
$143B
$361,000 0.16% of portfolio
14,893
Q2 2025 Reduced 7.57%
$191B
$353,000 0.16% of portfolio
3,788
Q2 2025 New
$61.7B
$326,000 0.14% of portfolio
1,597
Q2 2025 Added 8.05%
$216B
$325,000 0.14% of portfolio
1,114
Q1 2025 Reduced 3.88%
$125B
$292,000 0.13% of portfolio
1,229
Q2 2024 Reduced 0.41%
$42.5B
$293,000 0.13% of portfolio
1,839
Q2 2025 Reduced 9.81%
$79.5B
$271,000 0.12% of portfolio
2,170
Q2 2025 Added 10.66%
$233B
$252,000 0.11% of portfolio
1,854
Q1 2025 Reduced 4.33%
$238B
$239,000 0.11% of portfolio
338
Q2 2025 New
$159B
$247,000 0.11% of portfolio
888
Q1 2025 New
$79.8B
$241,000 0.11% of portfolio
976
Q3 2024 Reduced 10.95%
$157B
$248,000 0.11% of portfolio
6,971
Q2 2025 Reduced 1.12%
$157B
$212,000 0.09% of portfolio
3,084
Q2 2025 Added 6.93%
$145B
$200,000 0.09% of portfolio
871
Q2 2025 New

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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