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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
Page 1 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 18,132.0 $13.5M 4.90% -407.0 -2.2% $746.77 +3.1%
2 IAU ISHARES GOLD TR Financial Services 126,904.0 $9.6M 3.47% -4K -3.1% $75.51 +10.4%
3 IJH ISHARES TR 102,935.0 $7.9M 2.87% -1K -1.0% $77.11 -1.6%
4 IJR ISHARES TR 37,133.0 $5.5M 1.99% -2K -5.9% $148.31 -2.0%
5 SCHX SCHWAB STRATEGIC TR 174,562.0 $5.1M 1.86% -2K -1.3% $29.43 +3.2%
6 BUFR FIRST TR EXCHNG TRADED FD VI 129,658.0 $4.7M 1.72% -14K -9.9% $36.53 +2.7%
7 GOOGL ALPHABET INC Communication Services 12,457.0 $4.5M 1.61% -211.0 -1.7% $357.37 -5.3%
8 IEFA ISHARES TR 38,971.0 $3.8M 1.36% -396.0 -1.0% $96.58 +4.7%
9 GOOG ALPHABET INC 10,369.0 $3.7M 1.33% -399.0 -3.7% $353.33
10 AGG ISHARES TR 32,005.0 $3.2M 1.15% -3K -7.6% $98.98 -2.0%
11 RTX RTX CORPORATION Industrials 14,677.0 $2.8M 1.01% -357.0 -2.4% $189.73 +5.8%
12 VPU VANGUARD WORLD FD 11,035.0 $2.2M 0.78% -644.0 -5.5% $195.73 -4.8%
13 LMBS FIRST TR EXCHANGE-TRADED FD 43,258.0 $2.2M 0.78% -2K -5.2% $49.78 -0.6%
14 CSCO CISCO SYS INC Technology 18,037.0 $2.1M 0.77% -721.0 -3.8% $117.46 -7.0%
15 SCHB SCHWAB STRATEGIC TR 72,116.0 $2.1M 0.76% -964.0 -1.3% $28.96 +2.7%
16 FLOT ISHARES TR 36,083.0 $1.8M 0.67% -505.0 -1.4% $51.05 -0.3%
17 VFH VANGUARD WORLD FD 12,996.0 $1.7M 0.62% -213.0 -1.6% $131.60 +7.9%
18 IEMG ISHARES INC 20,456.0 $1.7M 0.61% -358.0 -1.7% $82.84 +1.0%
19 CAT CATERPILLAR INC Industrials 1,591.0 $1.7M 0.61% -60.0 -3.6% $1064.90 -23.6%
20 SUSA ISHARES TR 9,998.0 $1.5M 0.56% -243.0 -2.4% $154.30 +2.5%
Page 1 of 3  ·  59 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 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%