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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 1 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IAU ISHARES GOLD TR Financial Services 131,038.0 $11.6M 4.62% -12K -8.6% $88.16 -4.0%
2 VIG VANGUARD SPECIALIZED FUNDS 50,504.0 $10.9M 4.35% -530.0 -1.0% $215.06 +8.8%
3 AAPL APPLE INC Technology 26,337.0 $6.7M 2.68% -564.0 -2.1% $253.79 +23.1%
4 IJR ISHARES TR 39,480.0 $4.9M 1.97% -2K -3.7% $124.31 +12.4%
5 BUFR FIRST TR EXCHNG TRADED FD VI 143,986.0 $4.9M 1.95% -20K -12.2% $33.77 +8.0%
6 SCHO SCHWAB STRATEGIC TR 197,856.0 $4.8M 1.92% -4K -1.9% $24.27 -0.3%
7 SCHG SCHWAB STRATEGIC TR 158,122.0 $4.6M 1.84% -3K -1.6% $29.13 +20.1%
8 SCHX SCHWAB STRATEGIC TR 176,916.0 $4.5M 1.82% -15K -8.0% $25.64 +15.8%
9 JNJ JOHNSON & JOHNSON Healthcare 16,307.0 $4.0M 1.60% -634.0 -3.7% $244.44 -5.6%
10 GOOGL ALPHABET INC Communication Services 12,668.0 $3.6M 1.46% -465.0 -3.5% $287.56 +35.7%
11 JPM JPMORGAN CHASE & CO Financial Services 10,541.0 $3.1M 1.24% -93.0 -0.9% $294.16 +0.9%
12 GOOG ALPHABET INC Communication Services 10,768.0 $3.1M 1.24% -166.0 -1.5% $286.86 +34.6%
13 RTX RTX CORPORATION Industrials 15,034.0 $2.9M 1.16% -200.0 -1.3% $192.90 -7.2%
14 AXP AMERICAN EXPRESS CO Financial Services 8,409.0 $2.5M 1.02% -84.0 -1.0% $302.48 +4.2%
15 VPU VANGUARD WORLD FD 11,679.0 $2.3M 0.93% -2K -11.4% $198.14 -2.3%
16 LMBS FIRST TR EXCHANGE-TRADED FD 45,609.0 $2.3M 0.91% -4K -7.6% $49.81 -0.0%
17 FLOT ISHARES TR 36,588.0 $1.9M 0.75% -2K -5.6% $50.95 +0.2%
18 SCHB SCHWAB STRATEGIC TR 73,080.0 $1.8M 0.73% -13K -15.5% $25.10 +16.0%
19 TJX TJX COS INC NEW Consumer Cyclical 10,800.0 $1.7M 0.69% -206.0 -1.9% $159.70 -3.0%
20 PG PROCTER & GAMBLE CO Consumer Defensive 11,476.0 $1.7M 0.66% -62.0 -0.5% $144.44 +1.0%
Page 1 of 4  ·  68 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%