Institutional Manager · CIK 0001729516
Bigelow Investment Advisors, LLC
Portland, ME · File #028-18309
Latest AUM
$256.0M
Positions
149
Top-10 Concentration
45.7%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025149 pos · $256.0M
- 13F HOLDINGS REPORTQ/E Sep 2025149 pos · $248.1M
- 13F HOLDINGS REPORTQ/E Jun 2025147 pos · $226.9M
- 13F HOLDINGS REPORTQ/E Mar 2025146 pos · $210.5M
- 13F HOLDINGS REPORTQ/E Dec 2024146 pos · $213.1M
- 13F HOLDINGS REPORTQ/E Sep 2024155 pos · $224.3M
- 13F HOLDINGS REPORT (Amended)Q/E Sep 2024152 pos · $209.5M
- 13F HOLDINGS REPORTQ/E Jun 2024152 pos · $209.5M
- 13F HOLDINGS REPORTQ/E Mar 2024153 pos · $203.4M
- 13F HOLDINGS REPORTQ/E Dec 2023146 pos · $174.2M
- 13F HOLDINGS REPORTQ/E Sep 2023147 pos · $183.0M
- 13F HOLDINGS REPORTQ/E Jun 2023147 pos · $173.7M
- 13F HOLDINGS REPORTQ/E Mar 2023145 pos · $172.3M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 25,697 | $17.6M | 9.13% |
| 2 | SPDR S&P 500 ETF TR | SPY | 18,067 | $12.3M | 6.39% |
| 3 | ISHARES GOLD TR | IAU | 143,370 | $11.6M | 6.04% |
| 4 | VANGUARD SPECIALIZED FUNDS | 921908844 | 51,034 | $11.2M | 5.82% |
| 5 | APPLE INC | AAPL | 26,901 | $7.3M | 3.79% |
| 6 | ISHARES TR | 464287507 | 100,465 | $6.6M | 3.44% |
| 7 | FIRST TR EXCHNG TRADED FD VI | 33740F755 | 163,967 | $5.6M | 2.91% |
| 8 | MICROSOFT CORP | MSFT | 11,088 | $5.4M | 2.78% |
| 9 | SCHWAB STRATEGIC TR | 808524300 | 160,652 | $5.2M | 2.72% |
| 10 | SCHWAB STRATEGIC TR | 808524201 | 192,311 | $5.2M | 2.69% |
| 11 | ISHARES TR | 464287804 | 41,006 | $4.9M | 2.56% |
| 12 | SCHWAB STRATEGIC TR | 808524862 | 201,602 | $4.9M | 2.55% |
| 13 | ISHARES TR | 46434V803 | 117,285 | $4.9M | 2.52% |
| 14 | ISHARES TR | 464288646 | 82,156 | $4.3M | 2.25% |
| 15 | ALPHABET INC | GOOG | 13,133 | $4.1M | 2.13% |
| 16 | NVIDIA CORPORATION | NVDA | 21,454 | $4.0M | 2.08% |
| 17 | ISHARES TR | 464288588 | 37,400 | $3.6M | 1.85% |
| 18 | JOHNSON & JOHNSON | JNJ | 16,941 | $3.5M | 1.82% |
| 19 | ALPHABET INC | GOOG | 10,934 | $3.4M | 1.78% |
| 20 | JPMORGAN CHASE & CO. | VYLD | 10,634 | $3.4M | 1.78% |