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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 8 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PWR QUANTA SVCS INC Industrials 455.0 $250K 0.10% NEW $549.02 +33.0%
142 ITW ILLINOIS TOOL WKS INC Industrials 946.0 $246K 0.10% $260.29 -4.1%
143 IWB ISHARES TR 670.0 $239K 0.10% $356.56 +15.5%
144 PSTG EVERPURE INC Technology 3,914.0 $231K 0.09% NEW $59.04 +49.6%
145 MU MICRON TECHNOLOGY INC Technology 676.0 $228K 0.09% NEW $337.84 +173.4%
146 ADSK AUTODESK INC Technology 901.0 $216K 0.09% -93.0 -9.4% $239.40 +0.6%
147 SUSB ISHARES TR 8,559.0 $215K 0.09% +267.0 +3.2% $25.07 -0.2%
148 IEF ISHARES TR 2,230.0 $213K 0.09% -94.0 -4.0% $95.44 -0.9%
149 CB CHUBB LTD SWITZ Financial Services 650.0 $212K 0.09% $325.93 -3.0%
150 MKC MCCORMICK & CO INC Consumer Defensive 4,149.0 $209K 0.08% -480.0 -10.4% $50.44 -7.2%
151 COF CAPITAL ONE FINL CORP Financial Services 1,142.0 $208K 0.08% NEW $182.43 +2.5%
152 SUB ISHARES TR 1,931.0 $206K 0.08% NEW $106.50 -0.0%
153 CMCSA COMCAST CORP NEW Communication Services 7,105.0 $204K 0.08% NEW $28.71 -12.4%
Page 8 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%