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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 4 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DHR DANAHER CORP DEL Healthcare 5,374.0 $1.0M 0.41% +71.0 +1.3% $189.60 +3.2%
62 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,065.0 $1.0M 0.41% +24.0 +1.2% $491.53 +4.4%
63 HD HOME DEPOT INC Consumer Cyclical 3,085.0 $1.0M 0.41% +47.0 +1.6% $328.89 +6.1%
64 VHT VANGUARD WORLD FD 3,715.0 $1.0M 0.41% -355.0 -8.7% $272.33 +10.7%
65 ORCL ORACLE CORP Technology 6,712.0 $987K 0.40% -805.0 -10.7% $147.11 +1.1%
66 DUK DUKE ENERGY CORP NEW Utilities 7,532.0 $986K 0.40% +159.0 +2.2% $130.94 -1.9%
67 MDT MEDTRONIC PLC Healthcare 11,125.0 $964K 0.39% +121.0 +1.1% $86.65 -6.5%
68 LOW LOWES COS INC Consumer Cyclical 4,042.0 $955K 0.38% $236.27 -5.8%
69 DE DEERE & CO Industrials 1,628.0 $917K 0.37% +40.0 +2.5% $563.30 +8.9%
70 ESGU ISHARES TR 6,277.0 $888K 0.35% -365.0 -5.5% $141.42 +13.3%
71 IEI ISHARES TR 7,464.0 $885K 0.35% +832.0 +12.6% $118.60 -0.7%
72 SBUX STARBUCKS CORP Consumer Cyclical 9,596.0 $860K 0.34% +217.0 +2.3% $89.59 +16.8%
73 VWO VANGUARD INTL EQUITY INDEX F 15,520.0 $839K 0.34% -1K -7.5% $54.05 +8.4%
74 TXN TEXAS INSTRS INC Technology 4,320.0 $839K 0.34% -180.0 -4.0% $194.14 +47.0%
75 MA MASTERCARD INCORPORATED Financial Services 1,678.0 $838K 0.34% +67.0 +4.2% $499.66 -0.1%
76 VZ VERIZON COMMUNICATIONS INC Communication Services 16,628.0 $835K 0.33% +1K +8.0% $50.20 -7.3%
77 BERKSHIRE HATHAWAY INC DEL 1,733.0 $830K 0.33% -142.0 -7.6% $479.20
78 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 824.0 $821K 0.33% $996.43 -4.4%
79 WMT WALMART INC Consumer Defensive 6,496.0 $807K 0.32% +683.0 +11.8% $124.28 -6.9%
80 AMD ADVANCED MICRO DEVICES INC Technology 3,963.0 $806K 0.32% -36.0 -0.9% $203.43 +156.4%
Page 4 of 8  ·  153 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%