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Portfolio (Quarterly) Guide ↗

Bigelow Investment Advisors, LLC

· CIK 0001729516
13F Portfolio $250M AUM 153 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 56 Added 68 Reduced 4 Exited
Page 2 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ETN EATON CORP PLC Industrials 3,275.0 $1.2M 0.47% +138.0 +4.4% $357.67 +12.6%
22 ANET ARISTA NETWORKS INC Technology 9,258.0 $1.1M 0.46% +296.0 +3.3% $122.78 +28.4%
23 META META PLATFORMS INC Communication Services 1,982.0 $1.1M 0.45% +135.0 +7.3% $572.13 -3.8%
24 SCHP SCHWAB STRATEGIC TR 40,955.0 $1.1M 0.44% +2K +6.4% $26.61 -0.2%
25 BAC BANK AMERICA CORP Financial Services 21,443.0 $1.0M 0.42% +526.0 +2.5% $48.75 +18.7%
26 DHR DANAHER CORP DEL Healthcare 5,374.0 $1.0M 0.41% +71.0 +1.3% $189.60 +3.2%
27 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,065.0 $1.0M 0.41% +24.0 +1.2% $491.53 +4.4%
28 HD HOME DEPOT INC Consumer Cyclical 3,085.0 $1.0M 0.41% +47.0 +1.6% $328.89 +6.1%
29 DUK DUKE ENERGY CORP NEW Utilities 7,532.0 $986K 0.40% +159.0 +2.2% $130.94 -1.9%
30 MDT MEDTRONIC PLC Healthcare 11,125.0 $964K 0.39% +121.0 +1.1% $86.65 -6.5%
31 DE DEERE & CO Industrials 1,628.0 $917K 0.37% +40.0 +2.5% $563.30 +8.9%
32 IEI ISHARES TR 7,464.0 $885K 0.35% +832.0 +12.6% $118.60 -0.7%
33 SBUX STARBUCKS CORP Consumer Cyclical 9,596.0 $860K 0.34% +217.0 +2.3% $89.59 +16.8%
34 MA MASTERCARD INCORPORATED Financial Services 1,678.0 $838K 0.34% +67.0 +4.2% $499.66 -0.1%
35 VZ VERIZON COMMUNICATIONS INC Communication Services 16,628.0 $835K 0.33% +1K +8.0% $50.20 -7.3%
36 WMT WALMART INC Consumer Defensive 6,496.0 $807K 0.32% +683.0 +11.8% $124.28 -6.9%
37 CL COLGATE PALMOLIVE CO Consumer Defensive 9,297.0 $792K 0.32% +96.0 +1.0% $85.23 +8.0%
38 CME CME GROUP INC Financial Services 2,603.0 $769K 0.31% +13.0 +0.5% $295.35 -25.2%
39 IDXX IDEXX LABS INC Healthcare 1,368.0 $769K 0.31% +32.0 +2.4% $561.89 -1.8%
40 HON HONEYWELL INTL INC Industrials 2,934.0 $663K 0.27% +128.0 +4.6% $226.03 +2.7%
Page 2 of 3  ·  56 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 30.3%
Technology 20.2%
Industrials 11.5%
Communication Services 10.3%
Healthcare 9.5%
Consumer Cyclical 7.2%
Consumer Defensive 5.3%
Utilities 2.5%
Energy 2.1%
Basic Materials 1.1%