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 ETFs Only

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%
$53.9B
$8.37 Million 3.7% of portfolio
134,163
Q2 2025 Added 0.7%
$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%
$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%
$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%
$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%
$0
$2.38 Million 1.05% of portfolio
48,354
Q2 2025 Added 6.59%
$0
$2.12 Million 0.94% of portfolio
11,668
Q2 2025 Added 24.42%
$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%
$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%
$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%
$0
$1.55 Million 0.68% of portfolio
18,636
Q2 2025 Added 8.66%
$0
$1.44 Million 0.64% of portfolio
8,428
Q2 2025 Added 11.01%
$0
$1.37 Million 0.6% of portfolio
5,506
Q2 2025 Added 1.91%
$0
$1.22 Million 0.54% of portfolio
11,386
Q2 2025 Added 21.15%
$0
$1.06 Million 0.47% of portfolio
39,861
Q2 2025 Added 7.11%
$0
$996,000 0.44% of portfolio
20,822
Q2 2025 Added 2.34%
$0
$951,000 0.42% of portfolio
7,030
Q1 2025 Reduced 2.52%
$0
$920,000 0.41% of portfolio
32,831
Q2 2025 Reduced 4.56%
$0
$933,000 0.41% of portfolio
18,874
Q2 2025 Reduced 9.81%
$0
$876,000 0.39% of portfolio
16,343
Q2 2025 Added 0.52%
$0
$852,000 0.38% of portfolio
6,740
Q2 2025 Reduced 19.06%
$0
$845,000 0.37% of portfolio
7,688
Q2 2025 Reduced 0.56%
$0
$717,000 0.32% of portfolio
6,174
Q2 2025 Reduced 3.05%
$0
$694,000 0.31% of portfolio
5,737
Q2 2025 Reduced 4.86%
$0
$672,000 0.3% of portfolio
31,775
Q2 2025 Added 1.46%
$0
$655,000 0.29% of portfolio
3,038
Q2 2025 Added 0.03%
$0
$619,000 0.27% of portfolio
26,740
Q2 2025 Reduced 12.84%
$0
$544,000 0.24% of portfolio
21,503
Q2 2025 Reduced 0.02%
$0
$523,000 0.23% of portfolio
4,397
Q2 2025 Added 15.89%
$0
$509,000 0.23% of portfolio
10,065
Q2 2025 Reduced 2.04%
$107B
$486,000 0.22% of portfolio
1,595
Q1 2025 Added 5.0%
$0
$500,000 0.22% of portfolio
4,792
Q2 2025 Reduced 10.66%
$0
$468,000 0.21% of portfolio
9,165
Q2 2025 Reduced 15.67%

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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