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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 4 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GNMA ISHARES TR 25,411.0 $1.1M 0.41% -3K -9.3% $44.23 -1.9%
62 CWB SPDR SERIES TRUST 10,234.0 $1.1M 0.40% +4K +53.3% $107.82 -4.5%
63 ROL ROLLINS INC Consumer Cyclical 25,800.0 $1.1M 0.39% NEW $41.74 -14.1%
64 HD HOME DEPOT INC Consumer Cyclical 3,018.0 $1.1M 0.39% -67.0 -2.2% $352.68 -9.0%
65 DE DEERE & CO Industrials 1,653.0 $1.0M 0.38% +25.0 +1.5% $634.33 +9.3%
66 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,080.0 $1.0M 0.38% +15.0 +0.7% $501.36 +22.4%
67 ORCL ORACLE CORP Technology 7,087.0 $1.0M 0.38% +375.0 +5.6% $146.55 +8.4%
68 VHT VANGUARD WORLD FD 3,455.0 $1.0M 0.37% -260.0 -7.0% $299.01 +7.6%
69 ESGU ISHARES TR 6,277.0 $1.0M 0.37% $163.67 +3.1%
70 IEI ISHARES TR 8,735.0 $1.0M 0.37% +1K +17.0% $117.45 -1.5%
71 DHR DANAHER CORP DEL Healthcare 5,255.0 $1.0M 0.36% -119.0 -2.2% $190.48 +9.0%
72 MRVL MARVELL TECHNOLOGY INC Technology 3,321.0 $989K 0.36% +131.0 +4.1% $297.89 -25.0%
73 SBUX STARBUCKS CORP Consumer Cyclical 9,655.0 $987K 0.36% +59.0 +0.6% $102.19 +2.2%
74 NFLX NETFLIX INC. Communication Services 13,432.0 $959K 0.35% +643.0 +5.0% $71.40 +9.6%
75 DUK DUKE ENERGY CORP NEW Utilities 7,557.0 $957K 0.35% $126.58 -5.0%
76 MU MICRON TECHNOLOGY INC Technology 793.0 $915K 0.33% +117.0 +17.3% $1154.29 -11.9%
77 LOW LOWES COS INC Consumer Cyclical 4,146.0 $914K 0.33% +104.0 +2.6% $220.50 -7.3%
78 VWO VANGUARD INTL EQUITY INDEX F 15,243.0 $910K 0.33% -277.0 -1.8% $59.69 +2.9%
79 CL COLGATE PALMOLIVE CO Consumer Defensive 9,666.0 $886K 0.32% +369.0 +4.0% $91.68 -3.2%
80 SCHM SCHWAB STRATEGIC TR 22,962.0 $847K 0.31% -3K -10.1% $36.87 -2.8%
Page 4 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%