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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
# Ticker Company Sector Shares Value ↓ % Port Status
1 ROL ROLLINS INC Consumer Cyclical 25,800 $1.5M 0.60% SOLD
2 IBM INTERNATIONAL BUSINESS MACHS Technology 2,407 $713K 0.28% SOLD
3 FSLR FIRST SOLAR INC Energy 776 $203K 0.08% SOLD
4 ABT ABBOTT LABS Healthcare 1,601 $201K 0.08% SOLD
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%