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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 6 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BKNG BOOKING HOLDINGS INC Consumer Cyclical 112.0 $600K 0.23% NEW $5355.33 -96.6%
102 CSX CSX CORP Industrials 16,066.0 $582K 0.23% NEW $36.25 +31.5%
103 UPS UNITED PARCEL SERVICE INC Industrials 5,814.0 $577K 0.23% NEW $99.19 +9.0%
104 BX BLACKSTONE INC Financial Services 3,685.0 $568K 0.22% NEW $154.14 -25.1%
105 BDX BECTON DICKINSON & CO Healthcare 2,835.0 $550K 0.21% NEW $194.07 -19.7%
106 HON HONEYWELL INTL INC Industrials 2,806.0 $547K 0.21% NEW $195.09 +19.0%
107 VGT VANGUARD WORLD FD 715.0 $539K 0.21% NEW $753.78 -84.9%
108 SCHH SCHWAB STRATEGIC TR 25,250.0 $527K 0.21% NEW $20.89 +15.9%
109 NSC NORFOLK SOUTHN CORP Industrials 1,802.0 $520K 0.20% NEW $288.72 +8.3%
110 SCHA SCHWAB STRATEGIC TR 18,141.0 $517K 0.20% NEW $28.48 +24.6%
111 CRM SALESFORCE INC Technology 1,922.0 $509K 0.20% NEW $264.91 -40.2%
112 SCHZ SCHWAB STRATEGIC TR 21,716.0 $508K 0.20% NEW $23.37 -0.6%
113 GS GOLDMAN SACHS GROUP INC Financial Services 573.0 $504K 0.20% NEW $879.00 +16.0%
114 SYY SYSCO CORP Consumer Defensive 6,814.0 $502K 0.20% NEW $73.69 +12.4%
115 TT TRANE TECHNOLOGIES PLC Industrials 1,264.0 $492K 0.19% NEW $389.20 +22.8%
116 ESGD ISHARES TR 5,162.0 $491K 0.19% NEW $95.08 +6.8%
117 TFLO ISHARES TR 9,240.0 $466K 0.18% NEW $50.46 +0.3%
118 IAGG ISHARES TR 9,026.0 $451K 0.18% NEW $50.01 +1.2%
119 PYPL PAYPAL HLDGS INC Financial Services 7,517.0 $439K 0.17% NEW $58.38 -24.1%
120 MUB ISHARES TR 3,994.0 $428K 0.17% NEW $107.11 +0.5%
Page 6 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%