Portfolio (Quarterly) Guide ↗

Bigelow Investment Advisors, LLC

· CIK 0001729516

13F Portfolio $276M AUM 157 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 11 New 59 Added 59 Reduced 7 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XOM	EXXON MOBIL CORP	Energy	14,728	$2.5M	1.00%	SOLD
2	HON	HONEYWELL INTL INC	Industrials	2,934	$663K	0.27%	SOLD
3	INTU	INTUIT	Technology	623	$269K	0.11%	SOLD
4	ADSK	AUTODESK INC	Technology	901	$216K	0.09%	SOLD
5	MKC	MCCORMICK & CO INC	Consumer Defensive	4,149	$209K	0.08%	SOLD
6	SUB	ISHARES TR	—	1,931	$206K	0.08%	SOLD
7	CMCSA	COMCAST CORP NEW	Communication Services	7,105	$204K	0.08%	SOLD

Sector Allocation

Financial Services 29.0%

Technology 26.2%

Industrials 11.7%

Healthcare 9.4%

Consumer Cyclical 7.8%

Communication Services 7.4%

Consumer Defensive 4.8%

Utilities 2.2%

Basic Materials 1.1%

Energy 0.2%