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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 7 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MMM 3M CO Industrials 2,393.0 $348K 0.14% $145.23 +12.9%
122 TFLO ISHARES TR 6,705.0 $339K 0.14% -3K -27.4% $50.63 +0.0%
123 SCHF SCHWAB STRATEGIC TR 13,617.0 $337K 0.14% -2K -11.2% $24.75 +10.7%
124 MCD MCDONALDS CORP Consumer Cyclical 1,082.0 $336K 0.14% $310.79 -13.2%
125 EFA ISHARES TR 3,369.0 $327K 0.13% $97.13 +5.6%
126 SUSL ISHARES TR 2,810.0 $319K 0.13% NEW $113.60 +14.2%
127 CRM SALESFORCE INC Technology 1,694.0 $316K 0.13% -228.0 -11.9% $186.67 -15.2%
128 MRVL MARVELL TECHNOLOGY INC Technology 3,190.0 $316K 0.13% +536.0 +20.2% $99.05 +169.3%
129 PANW PALO ALTO NETWORKS INC Technology 1,946.0 $312K 0.12% +30.0 +1.6% $160.32 +89.7%
130 UBER UBER TECHNOLOGIES INC Technology 4,282.0 $308K 0.12% +321.0 +8.1% $71.93 +5.9%
131 KEX KIRBY CORP Industrials 2,205.0 $293K 0.12% -73.0 -3.2% $132.88 +2.9%
132 PYPL PAYPAL HLDGS INC Financial Services 6,279.0 $284K 0.11% -1K -16.5% $45.23 -2.1%
133 ESGE ISHARES INC 5,975.0 $272K 0.11% $45.47 +18.0%
134 EA ELECTRONIC ARTS INC Communication Services 1,325.0 $270K 0.11% -60.0 -4.3% $203.87 +0.7%
135 INTU INTUIT Technology 623.0 $269K 0.11% -19.0 -3.0% $432.38 -38.1%
136 UNP UNION PAC CORP Industrials 1,074.0 $261K 0.10% +132.0 +14.0% $242.62 +10.6%
137 PFE PFIZER INC Healthcare 9,176.0 $258K 0.10% -430.0 -4.5% $28.08 -13.5%
138 SOXX ISHARES TR 781.0 $257K 0.10% NEW $328.66 +79.5%
139 ICVT ISHARES TR 2,472.0 $252K 0.10% -216.0 -8.0% $101.79 +16.7%
140 VCSH VANGUARD SCOTTSDALE FDS 3,158.0 $250K 0.10% -150.0 -4.5% $79.27 -0.2%
Page 7 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%