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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 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VFH VANGUARD WORLD FD 13,209.0 $1.6M 0.64% -2K -13.1% $120.81 +8.8%
22 CSCO CISCO SYS INC Technology 18,758.0 $1.5M 0.58% -1K -6.3% $77.59 +46.6%
23 VOX VANGUARD WORLD FD 7,789.0 $1.4M 0.56% -1K -15.3% $179.84 +0.5%
24 PEP PEPSICO INC Consumer Defensive 9,011.0 $1.4M 0.56% -63.0 -0.7% $155.29 -9.0%
25 SUSA ISHARES TR 10,241.0 $1.4M 0.54% -1K -12.6% $132.10 +14.4%
26 GNMA ISHARES TR 28,009.0 $1.2M 0.50% -18K -39.5% $44.33 +0.2%
27 CAT CATERPILLAR INC Industrials 1,651.0 $1.2M 0.47% -13.0 -0.8% $708.46 +40.8%
28 VHT VANGUARD WORLD FD 3,715.0 $1.0M 0.41% -355.0 -8.7% $272.33 +10.7%
29 ORCL ORACLE CORP Technology 6,712.0 $987K 0.40% -805.0 -10.7% $147.11 +1.1%
30 ESGU ISHARES TR 6,277.0 $888K 0.35% -365.0 -5.5% $141.42 +13.3%
31 VWO VANGUARD INTL EQUITY INDEX F 15,520.0 $839K 0.34% -1K -7.5% $54.05 +8.4%
32 TXN TEXAS INSTRS INC Technology 4,320.0 $839K 0.34% -180.0 -4.0% $194.14 +47.0%
33 BERKSHIRE HATHAWAY INC DEL 1,733.0 $830K 0.33% -142.0 -7.6% $479.20
34 AMD ADVANCED MICRO DEVICES INC Technology 3,963.0 $806K 0.32% -36.0 -0.9% $203.43 +156.4%
35 AMAT APPLIED MATLS INC Technology 2,350.0 $803K 0.32% -483.0 -17.1% $341.79 +83.4%
36 SCHM SCHWAB STRATEGIC TR 25,536.0 $791K 0.32% -2K -8.2% $30.96 +16.9%
37 MRK MERCK & CO INC Healthcare 6,203.0 $746K 0.30% -511.0 -7.6% $120.29 +6.7%
38 TIP ISHARES TR 6,487.0 $716K 0.29% -63.0 -1.0% $110.36 -0.6%
39 FDX FEDEX CORP Industrials 1,997.0 $711K 0.28% -283.0 -12.4% $356.18 -10.6%
40 VDC VANGUARD WORLD FD 3,028.0 $680K 0.27% -587.0 -16.2% $224.59 +2.3%
Page 2 of 4  ·  68 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%