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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 7 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BDX BECTON DICKINSON & CO Healthcare 2,884.0 $436K 0.16% +86.0 +3.1% $151.33 +22.1%
122 IBB ISHARES TR 2,292.0 $436K 0.16% -639.0 -21.8% $190.19 +11.4%
123 NKE NIKE INC Consumer Cyclical 10,303.0 $423K 0.15% -773.0 -7.0% $41.05 -6.5%
124 SCHZ SCHWAB STRATEGIC TR 17,457.0 $404K 0.15% -340.0 -1.9% $23.13 -2.0%
125 IAGG ISHARES TR 7,843.0 $397K 0.14% -542.0 -6.5% $50.60 -1.7%
126 MMM 3M CO Industrials 2,390.0 $387K 0.14% $161.91 +4.1%
127 PSTG EVERPURE INC 4,823.0 $380K 0.14% +909.0 +23.2% $78.79
128 PWR QUANTA SVCS INC Industrials 519.0 $374K 0.14% +64.0 +14.1% $720.04 -13.3%
129 SUSL ISHARES TR 2,814.0 $374K 0.14% $132.76 +3.8%
130 SCHF SCHWAB STRATEGIC TR 12,744.0 $353K 0.13% -873.0 -6.4% $27.70 +3.2%
131 MUB ISHARES TR 3,280.0 $353K 0.13% -814.0 -19.9% $107.62 -3.3%
132 EFA ISHARES TR 3,364.0 $349K 0.13% $103.88 +4.3%
133 UBER UBER TECHNOLOGIES INC Technology 4,781.0 $345K 0.12% +499.0 +11.7% $72.16 +5.0%
134 HONEYWELL INTL INC 1,536.0 $344K 0.12% NEW $223.90
135 HONEYWELL AEROSPACE INC 1,507.0 $333K 0.12% NEW $221.08
136 TFLO ISHARES TR 6,555.0 $332K 0.12% -150.0 -2.2% $50.63 -0.2%
137 ICVT ISHARES TR 2,694.0 $328K 0.12% +222.0 +9.0% $121.74 -5.7%
138 ESGE ISHARES INC 5,975.0 $327K 0.12% $54.69 +1.6%
139 KEX KIRBY CORP Industrials 2,316.0 $315K 0.11% +111.0 +5.0% $135.97 +3.5%
140 UNP UNION PAC CORP Industrials 1,095.0 $298K 0.11% +21.0 +2.0% $272.00 +6.5%
Page 7 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%