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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 3 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PG PROCTER & GAMBLE CO Consumer Defensive 11,476.0 $1.7M 0.66% -62.0 -0.5% $144.44 +1.0%
42 VFH VANGUARD WORLD FD 13,209.0 $1.6M 0.64% -2K -13.1% $120.81 +4.2%
43 DIS DISNEY WALT CO Communication Services 16,227.0 $1.6M 0.63% +382.0 +2.4% $96.38 +7.7%
44 GD GENERAL DYNAMICS CORP Industrials 4,475.0 $1.5M 0.61% $343.22 +1.7%
45 CSCO CISCO SYS INC Technology 18,758.0 $1.5M 0.58% -1K -6.3% $77.59 +52.9%
46 IEMG ISHARES INC 20,814.0 $1.5M 0.58% +2K +9.8% $69.75 +19.8%
47 VOX VANGUARD WORLD FD 7,789.0 $1.4M 0.56% -1K -15.3% $179.84 +10.9%
48 PEP PEPSICO INC Consumer Defensive 9,011.0 $1.4M 0.56% -63.0 -0.7% $155.29 -5.8%
49 SUSA ISHARES TR 10,241.0 $1.4M 0.54% -1K -12.6% $132.10 +16.0%
50 ECL ECOLAB INC Basic Materials 4,971.0 $1.3M 0.53% +203.0 +4.3% $266.02 -2.2%
51 GNMA ISHARES TR 28,009.0 $1.2M 0.50% -18K -39.5% $44.33 +0.1%
52 NFLX NETFLIX INC. Communication Services 12,789.0 $1.2M 0.49% +1K +10.5% $96.15 -10.2%
53 QLTA ISHARES TR 25,253.0 $1.2M 0.48% +562.0 +2.3% $47.59 +0.1%
54 ETN EATON CORP PLC Industrials 3,275.0 $1.2M 0.47% +138.0 +4.4% $357.67 +12.4%
55 CAT CATERPILLAR INC Industrials 1,651.0 $1.2M 0.47% -13.0 -0.8% $708.46 +25.3%
56 V VISA INC Financial Services 3,821.0 $1.2M 0.46% $302.24 +8.4%
57 ANET ARISTA NETWORKS INC Technology 9,258.0 $1.1M 0.46% +296.0 +3.3% $122.78 +26.5%
58 META META PLATFORMS INC Communication Services 1,982.0 $1.1M 0.45% +135.0 +7.3% $572.13 +11.0%
59 SCHP SCHWAB STRATEGIC TR 40,955.0 $1.1M 0.44% +2K +6.4% $26.61 +0.8%
60 BAC BANK AMERICA CORP Financial Services 21,443.0 $1.0M 0.42% +526.0 +2.5% $48.75 +4.1%
Page 3 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%