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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 3 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TT TRANE TECHNOLOGIES PLC Industrials 1,341.0 $659K 0.24% -9.0 -0.7% $491.16 -8.8%
42 PANW PALO ALTO NETWORKS INC Technology 1,915.0 $653K 0.24% -31.0 -1.6% $341.02 -2.3%
43 UPS UNITED PARCEL SVCS INC Industrials 5,299.0 $570K 0.21% -186.0 -3.4% $107.50 -4.8%
44 NSC NORFOLK SOUTHN CORP Industrials 1,780.0 $560K 0.20% -18.0 -1.0% $314.59 +4.7%
45 CME CME GROUP INC Financial Services 2,519.0 $556K 0.20% -84.0 -3.2% $220.83 +27.4%
46 SCHA SCHWAB STRATEGIC TR 14,874.0 $537K 0.20% -1K -8.8% $36.13 -4.4%
47 GLD SPDR GOLD TR Financial Services 1,330.0 $490K 0.18% -36.0 -2.6% $368.38 +10.4%
48 SCHH SCHWAB STRATEGIC TR 20,451.0 $484K 0.17% -3K -13.6% $23.68 -1.0%
49 ADI ANALOG DEVICES INC Technology 1,126.0 $447K 0.16% -28.0 -2.4% $397.17 -8.8%
50 IBB ISHARES TR 2,292.0 $436K 0.16% -639.0 -21.8% $190.19 +11.4%
51 NKE NIKE INC Consumer Cyclical 10,303.0 $423K 0.15% -773.0 -7.0% $41.05 -6.5%
52 SCHZ SCHWAB STRATEGIC TR 17,457.0 $404K 0.15% -340.0 -1.9% $23.13 -2.0%
53 IAGG ISHARES TR 7,843.0 $397K 0.14% -542.0 -6.5% $50.60 -1.7%
54 SCHF SCHWAB STRATEGIC TR 12,744.0 $353K 0.13% -873.0 -6.4% $27.70 +3.2%
55 MUB ISHARES TR 3,280.0 $353K 0.13% -814.0 -19.9% $107.62 -3.3%
56 TFLO ISHARES TR 6,555.0 $332K 0.12% -150.0 -2.2% $50.63 -0.2%
57 EA ELECTRONIC ARTS INC Communication Services 1,152.0 $236K 0.09% -173.0 -13.1% $205.04 +2.3%
58 PYPL PAYPAL HLDGS INC Financial Services 5,437.0 $235K 0.09% -842.0 -13.4% $43.18 +27.3%
59 PFE PFIZER INC Healthcare 8,978.0 $216K 0.08% -198.0 -2.2% $24.08 +18.1%
Page 3 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%