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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 6 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DSI ISHARES TR 4,614.0 $657K 0.24% $142.40 +3.5%
102 PANW PALO ALTO NETWORKS INC Technology 1,915.0 $653K 0.24% -31.0 -1.6% $341.02 -2.3%
103 SYY SYSCO CORP Consumer Defensive 7,662.0 $640K 0.23% +548.0 +7.7% $83.58 -4.2%
104 GILD GILEAD SCIENCES INC Healthcare 4,996.0 $631K 0.23% $126.34 +19.5%
105 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,212.0 $579K 0.21% +141.0 +13.2% $477.57 -10.2%
106 UPS UNITED PARCEL SVCS INC Industrials 5,299.0 $570K 0.21% -186.0 -3.4% $107.50 -4.8%
107 NSC NORFOLK SOUTHN CORP Industrials 1,780.0 $560K 0.20% -18.0 -1.0% $314.59 +4.7%
108 BKNG BOOKING HOLDINGS INC Consumer Cyclical 3,131.0 $558K 0.20% +3K +2553.4% $178.24 +8.4%
109 CME CME GROUP INC Financial Services 2,519.0 $556K 0.20% -84.0 -3.2% $220.83 +27.4%
110 SOXX ISHARES TR 864.0 $554K 0.20% +83.0 +10.6% $640.76 -18.9%
111 SCHA SCHWAB STRATEGIC TR 14,874.0 $537K 0.20% -1K -8.8% $36.13 -4.4%
112 ESGD ISHARES TR 5,212.0 $536K 0.19% $102.80 +4.4%
113 VGT VANGUARD WORLD FD 4,142.0 $495K 0.18% +4K +614.1% $119.52 +1.5%
114 GLD SPDR GOLD TR Financial Services 1,330.0 $490K 0.18% -36.0 -2.6% $368.38 +10.4%
115 SCHH SCHWAB STRATEGIC TR 20,451.0 $484K 0.17% -3K -13.6% $23.68 -1.0%
116 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 500.0 $482K 0.17% NEW $965.00 -12.0%
117 INTC INTEL CORP Technology 3,434.0 $479K 0.17% NEW $139.63 -31.4%
118 BX BLACKSTONE INC Financial Services 3,808.0 $448K 0.16% +180.0 +5.0% $117.67 +15.7%
119 ADI ANALOG DEVICES INC Technology 1,126.0 $447K 0.16% -28.0 -2.4% $397.17 -8.8%
120 VOO VANGUARD INDEX FDS 649.0 $446K 0.16% $686.81 +3.1%
Page 6 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%