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
$132B
$571,000 0.23% of portfolio
2,716
Q3 2025 Added 4.95%
$126B
$566,000 0.23% of portfolio
1,595
Q1 2025 Added 5.0%
$36.9B
$548,000 0.22% of portfolio
6,658
Q3 2025 Reduced 3.21%
$0
$533,000 0.22% of portfolio
24,744
Q3 2025 Reduced 22.13%
$0
$540,000 0.22% of portfolio
19,373
Q3 2025 Reduced 9.91%
$0
$533,000 0.22% of portfolio
715
Q4 2024 Reduced 7.98%
$65.3B
$541,000 0.22% of portfolio
1,802
Q3 2025 Reduced 1.1%
$68.3B
$543,000 0.22% of portfolio
6,506
Q3 2025 Reduced 11.4%
$67.4B
$528,000 0.22% of portfolio
2,240
Q3 2025 Reduced 2.01%
$76.6B
$536,000 0.22% of portfolio
7,997
Q3 2025 Reduced 4.73%
$0
$505,000 0.21% of portfolio
3,498
Q3 2025 Reduced 48.1%
$101B
$522,000 0.21% of portfolio
1,238
Q3 2025 Added 0.32%
$0
$512,000 0.21% of portfolio
9,996
Q3 2025 Added 9.07%
$0
$479,000 0.2% of portfolio
5,162
Q1 2025 Added 0.23%
$891B
$497,000 0.2% of portfolio
652
Q3 2025 Added 17.06%
$0
$483,000 0.2% of portfolio
9,565
Q3 2025 Reduced 4.97%
$0
$447,000 0.18% of portfolio
4,199
Q3 2025 Reduced 12.37%
$184B
$422,000 0.17% of portfolio
618
Q3 2025 Reduced 4.92%
$152B
$410,000 0.17% of portfolio
1,164
Q3 2025 Added 2.92%
$269B
$398,000 0.16% of portfolio
501
Q3 2025 Added 48.22%
$0
$397,000 0.16% of portfolio
649
Q3 2025 Reduced 7.42%
$90.6B
$370,000 0.15% of portfolio
2,390
Q1 2025 Reduced 0.42%
$0
$365,000 0.15% of portfolio
4,044
Q3 2025 Reduced 4.22%
$182B
$360,000 0.15% of portfolio
3,681
Q3 2025 Reduced 2.82%
$0
$366,000 0.15% of portfolio
15,741
Q3 2025 Reduced 1.84%
$63.2B
$350,000 0.14% of portfolio
1,719
Q3 2025 Added 7.64%
$139B
$336,000 0.14% of portfolio
13,223
Q3 2025 Reduced 11.21%
$53.1B
$310,000 0.13% of portfolio
1,262
Q3 2025 Reduced 21.08%
$79.5B
$328,000 0.13% of portfolio
2,627
Q3 2025 Added 21.06%
$220B
$330,000 0.13% of portfolio
1,087
Q3 2025 Reduced 2.42%
$0
$307,000 0.13% of portfolio
3,295
Q3 2025 Added 0.49%
$16.1B
$320,000 0.13% of portfolio
4,784
Q3 2025 Reduced 3.39%
$120B
$301,000 0.12% of portfolio
1,229
Q2 2024 Reduced 0.41%
$0
$299,000 0.12% of portfolio
3,753
Q3 2025 Reduced 13.78%
$55.7B
$283,000 0.12% of portfolio
1,407
Q3 2025 Reduced 23.49%
$0
$263,000 0.11% of portfolio
720
Q4 2024 Reduced 21.74%
$0
$278,000 0.11% of portfolio
2,788
Q3 2025 Reduced 1.31%
$1.5T
$259,000 0.11% of portfolio
930
Q3 2025 New
$120B
$242,000 0.1% of portfolio
7,726
Q3 2025 Added 10.83%
$219B
$241,000 0.1% of portfolio
1,803
Q3 2025 Reduced 2.75%
$0
$236,000 0.1% of portfolio
6,265
Q3 2025 Added 3.45%
$75B
$249,000 0.1% of portfolio
957
Q3 2025 Reduced 1.95%
$0
$255,000 0.1% of portfolio
5,890
Q3 2025 Reduced 0.14%
$134B
$221,000 0.09% of portfolio
936
Q3 2025 Added 7.46%
$79.6B
$202,000 0.08% of portfolio
2,405
Q3 2025 New
$0
$206,000 0.08% of portfolio
1,450
Q2 2025 New
$32.7B
$169,000 0.07% of portfolio
1,957
Q3 2025 New
Arista Networks Inc
-
$0 0.0% of portfolio
-
Q3 2025 New

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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