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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 3 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IYF ISHARES TR 5,452.0 $641K 0.26% -260.0 -4.5% $117.66 +8.7%
42 IWM ISHARES TR 2,485.0 $616K 0.25% -76.0 -3.0% $247.96 +20.2%
43 GLD SPDR GOLD TR Financial Services 1,366.0 $588K 0.23% -168.0 -10.9% $430.29 -13.2%
44 DSI ISHARES TR 4,626.0 $561K 0.22% -537.0 -10.4% $121.20 +14.3%
45 UNH UNITEDHEALTH GROUP INC Healthcare 2,065.0 $559K 0.22% -239.0 -10.4% $270.59 +58.1%
46 UPS UNITED PARCEL SVCS INC Industrials 5,485.0 $540K 0.22% -329.0 -5.7% $98.38 +9.9%
47 SCHH SCHWAB STRATEGIC TR 23,674.0 $509K 0.20% -2K -6.2% $21.49 +12.7%
48 IBB ISHARES TR 2,931.0 $495K 0.20% -641.0 -17.9% $168.85 +11.0%
49 SCHA SCHWAB STRATEGIC TR 16,301.0 $474K 0.19% -2K -10.1% $29.08 +22.0%
50 BDX BECTON DICKINSON & CO Healthcare 2,798.0 $440K 0.18% -37.0 -1.3% $157.23 -0.8%
51 IAGG ISHARES TR 8,385.0 $420K 0.17% -641.0 -7.1% $50.04 +1.1%
52 BX BLACKSTONE INC Financial Services 3,628.0 $417K 0.17% -57.0 -1.6% $114.99 +0.4%
53 SCHZ SCHWAB STRATEGIC TR 17,797.0 $413K 0.17% -4K -18.1% $23.22 +0.0%
54 VGT VANGUARD WORLD FD 580.0 $405K 0.16% -135.0 -18.9% $697.72 -83.7%
55 ADI ANALOG DEVICES INC Technology 1,154.0 $367K 0.15% -75.0 -6.1% $318.14 +21.6%
56 TFLO ISHARES TR 6,705.0 $339K 0.14% -3K -27.4% $50.63 +0.0%
57 SCHF SCHWAB STRATEGIC TR 13,617.0 $337K 0.14% -2K -11.2% $24.75 +10.7%
58 CRM SALESFORCE INC Technology 1,694.0 $316K 0.13% -228.0 -11.9% $186.67 -15.2%
59 KEX KIRBY CORP Industrials 2,205.0 $293K 0.12% -73.0 -3.2% $132.88 +2.9%
60 PYPL PAYPAL HLDGS INC Financial Services 6,279.0 $284K 0.11% -1K -16.5% $45.23 -2.1%
Page 3 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%