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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 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VFH VANGUARD WORLD FD 12,996.0 $1.7M 0.62% -213.0 -1.6% $131.60 +7.9%
42 PG PROCTER & GAMBLE CO Consumer Defensive 11,627.0 $1.7M 0.62% +151.0 +1.3% $146.64 -0.1%
43 IEMG ISHARES INC 20,456.0 $1.7M 0.61% -358.0 -1.7% $82.84 +1.0%
44 CAT CATERPILLAR INC Industrials 1,591.0 $1.7M 0.61% -60.0 -3.6% $1064.90 -23.6%
45 TJX TJX COS INC NEW Consumer Cyclical 10,791.0 $1.6M 0.59% $151.50 -12.8%
46 GD GENERAL DYNAMICS CORP Industrials 4,475.0 $1.6M 0.57% $354.24 +1.5%
47 DIS DISNEY WALT CO Communication Services 16,372.0 $1.6M 0.57% +145.0 +0.9% $96.25 +9.4%
48 ANET ARISTA NETWORKS INC Technology 9,237.0 $1.6M 0.57% $169.88 +14.1%
49 SUSA ISHARES TR 9,998.0 $1.5M 0.56% -243.0 -2.4% $154.30 +2.5%
50 AMAT APPLIED MATLS INC Technology 2,033.0 $1.5M 0.53% -317.0 -13.5% $723.00 -37.1%
51 ETN EATON CORP PLC Industrials 3,353.0 $1.4M 0.52% +78.0 +2.4% $426.12 -3.6%
52 ECL ECOLAB INC Basic Materials 5,040.0 $1.4M 0.51% +69.0 +1.4% $278.61 +0.2%
53 VOX VANGUARD WORLD FD 7,486.0 $1.4M 0.50% -303.0 -3.9% $183.95 +2.7%
54 TXN TEXAS INSTRS INC Technology 4,295.0 $1.3M 0.46% -25.0 -0.6% $298.07 -13.3%
55 V VISA INC Financial Services 3,707.0 $1.3M 0.46% -114.0 -3.0% $343.09 +9.3%
56 BAC BANK OF AMER CORP Financial Services 21,774.0 $1.2M 0.45% +331.0 +1.5% $56.98 +10.0%
57 PEP PEPSICO INC Consumer Defensive 8,857.0 $1.2M 0.43% -154.0 -1.7% $135.40 +1.6%
58 QLTA ISHARES TR 25,235.0 $1.2M 0.43% $47.52 -2.7%
59 SCHP SCHWAB STRATEGIC TR 45,229.0 $1.2M 0.43% +4K +10.4% $26.50 -2.5%
60 META META PLATFORMS INC Communication Services 2,118.0 $1.2M 0.43% +136.0 +6.9% $563.29 +9.5%
Page 3 of 8  ·  157 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%