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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 6 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DSI ISHARES TR 4,626.0 $561K 0.22% -537.0 -10.4% $121.20 +14.3%
102 UNH UNITEDHEALTH GROUP INC Healthcare 2,065.0 $559K 0.22% -239.0 -10.4% $270.59 +58.1%
103 UPS UNITED PARCEL SVCS INC Industrials 5,485.0 $540K 0.22% -329.0 -5.7% $98.38 +9.9%
104 GS GOLDMAN SACHS GROUP INC Financial Services 636.0 $538K 0.21% +63.0 +11.0% $845.99 +20.5%
105 NSC NORFOLK SOUTHN CORP Industrials 1,798.0 $516K 0.21% $287.00 +9.0%
106 SCHH SCHWAB STRATEGIC TR 23,674.0 $509K 0.20% -2K -6.2% $21.49 +12.7%
107 SYY SYSCO CORP Consumer Defensive 7,114.0 $507K 0.20% +300.0 +4.4% $71.33 +16.1%
108 ESGD ISHARES TR 5,212.0 $498K 0.20% +50.0 +1.0% $95.61 +6.2%
109 BKNG BOOKING HOLDINGS INC Consumer Cyclical 118.0 $497K 0.20% +6.0 +5.4% $4210.32 -95.7%
110 IBB ISHARES TR 2,931.0 $495K 0.20% -641.0 -17.9% $168.85 +11.0%
111 SCHA SCHWAB STRATEGIC TR 16,301.0 $474K 0.19% -2K -10.1% $29.08 +22.0%
112 BDX BECTON DICKINSON & CO Healthcare 2,798.0 $440K 0.18% -37.0 -1.3% $157.23 -0.8%
113 MUB ISHARES TR 4,094.0 $435K 0.17% +100.0 +2.5% $106.15 +1.4%
114 IAGG ISHARES TR 8,385.0 $420K 0.17% -641.0 -7.1% $50.04 +1.1%
115 BX BLACKSTONE INC Financial Services 3,628.0 $417K 0.17% -57.0 -1.6% $114.99 +0.4%
116 SCHZ SCHWAB STRATEGIC TR 17,797.0 $413K 0.17% -4K -18.1% $23.22 +0.0%
117 VGT VANGUARD WORLD FD 580.0 $405K 0.16% -135.0 -18.9% $697.72 -83.7%
118 VOO VANGUARD INDEX FDS 649.0 $388K 0.15% $597.55 +12.1%
119 ADI ANALOG DEVICES INC Technology 1,154.0 $367K 0.15% -75.0 -6.1% $318.14 +21.6%
120 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,071.0 $362K 0.14% +57.0 +5.6% $337.95 +27.9%
Page 6 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%