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Portfolio (Quarterly) Guide ↗

Bigelow Investment Advisors, LLC

· CIK 0001729516
13F Portfolio $256M AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 149 New
Page 4 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BAC BANK AMERICA CORP Financial Services 20,917.0 $1.2M 0.45% NEW $55.00 +5.2%
62 NFLX NETFLIX INC Communication Services 11,574.0 $1.1M 0.42% NEW $93.76 -21.3%
63 MDT MEDTRONIC PLC Healthcare 11,004.0 $1.1M 0.41% NEW $96.06 -15.7%
64 HD HOME DEPOT INC Consumer Cyclical 3,038.0 $1.0M 0.41% NEW $344.10 +1.4%
65 SCHP SCHWAB STRATEGIC TR 38,481.0 $1.0M 0.40% NEW $26.49 +0.3%
66 ETN EATON CORP PLC Industrials 3,137.0 $999K 0.39% NEW $318.51 +26.4%
67 ESGU ISHARES TR 6,642.0 $990K 0.39% NEW $148.98 +7.5%
68 LOW LOWES COS INC Consumer Cyclical 4,036.0 $973K 0.38% NEW $241.13 -7.7%
69 CAT CATERPILLAR INC Industrials 1,664.0 $953K 0.37% NEW $572.87 +74.1%
70 BERKSHIRE HATHAWAY INC DEL 1,875.0 $942K 0.37% NEW $502.65
71 MA MASTERCARD INCORPORATED Financial Services 1,611.0 $920K 0.36% NEW $570.88 -12.6%
72 IDXX IDEXX LABS INC Healthcare 1,336.0 $904K 0.35% NEW $676.53 -18.5%
73 VWO VANGUARD INTL EQUITY INDEX F 16,778.0 $902K 0.35% NEW $53.76 +9.0%
74 DUK DUKE ENERGY CORP NEW Utilities 7,373.0 $864K 0.34% NEW $117.21 +9.5%
75 AMD ADVANCED MICRO DEVICES INC Technology 3,999.0 $856K 0.34% NEW $214.16 +143.5%
76 SCHM SCHWAB STRATEGIC TR 27,826.0 $837K 0.33% NEW $30.07 +20.4%
77 IEI ISHARES TR 6,632.0 $792K 0.31% NEW $119.35 -1.3%
78 SBUX STARBUCKS CORP Consumer Cyclical 9,379.0 $790K 0.31% NEW $84.21 +24.2%
79 TXN TEXAS INSTRS INC Technology 4,500.0 $781K 0.30% NEW $173.49 +64.5%
80 VDC VANGUARD WORLD FD 3,615.0 $764K 0.30% NEW $211.24 +8.7%
Page 4 of 8  ·  149 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 30.5%
Technology 22.0%
Communication Services 10.3%
Industrials 9.7%
Healthcare 9.5%
Consumer Cyclical 8.4%
Consumer Defensive 4.8%
Utilities 2.1%
Energy 1.6%
Basic Materials 1.0%