Latest Bigelow Investment Advisors, LLC Stock Portfolio

Bigelow Investment Advisors, LLC Performance:

2025 Q2: 52.59%YTD: 48.85%2024: 8.4%

Performance for 2025 Q2 is 52.59%, and YTD is 48.85%, and 2024 is 8.4%.

About Bigelow Investment Advisors, LLC and 13F Hedge Fund Stock Holdings

Bigelow Investment Advisors, LLC is a hedge fund based in PORTLAND, ME. On 14-Aug-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $403.7 Millions. In it's latest 13F Holdings report, Bigelow Investment Advisors, LLC reported an equity portfolio of $226.9 Millions as of 30 Jun, 2025.

The top stock holdings of Bigelow Investment Advisors, LLC are IJR, SPY, VIG. The fund has invested 6.7% of it's portfolio in ISHARES TR and 5.3% of portfolio in SPDR S&P 500 ETF TR.

The fund managers got completely rid off CLOROX CO DEL (CLX), WISDOMTREE TR (JAMF) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in FIRST TR EXCHANGE-TRADED FD (BGLD), VANGUARD INDEX FDS (VB) and ISHARES TR (IJR). Bigelow Investment Advisors, LLC opened new stock positions in UBER TECHNOLOGIES INC (UBER), VANGUARD WORLD FD (VAW) and GOLDMAN SACHS GROUP INC (GS). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB STRATEGIC TR (FNDA), ISHARES TR (AAXJ) and INVESCO EXCHANGE TRADED FD T (CSD).

Bigelow Investment Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Bigelow Investment Advisors, LLC made a return of 52.59% in the last quarter. In trailing 12 months, it's portfolio return was 54.32%.

New Buys

Ticker	$ Bought
uber technologies inc	353,420
vanguard world fd	293,898
goldman sachs group inc	239,220
ishares tr	201,086
union pac corp	200,400

New stocks bought by Bigelow Investment Advisors, LLC

Additions

Ticker	% Inc.
schwab strategic tr	45.04
ishares tr	40.97
invesco exchange traded fd t	24.42
ishares tr	21.25
ishares tr	21.15
vanguard world fd	20.52
ishares inc	16.31
ishares tr	15.89

Additions to existing portfolio by Bigelow Investment Advisors, LLC

Reductions

Ticker	% Reduced
first tr exchange-traded fd	-50.37
vanguard index fds	-26.05
ishares tr	-19.06
ishares tr	-15.67
merck & co inc	-13.28
schwab strategic tr	-12.84
ishares tr	-11.32
ishares tr	-10.94

Bigelow Investment Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
wisdomtree tr	-219,216
ishares tr	-207,239
clorox co del	-253,859
chubb limited	-203,239

Bigelow Investment Advisors, LLC got rid off the above stocks

Sector Distribution

Bigelow Investment Advisors, LLC has about 58.8% of it's holdings in Others sector.

Sector	%
Others	58.8
Technology	10.7
Financial Services	5
Industrials	4.6
Healthcare	4.6
Consumer Cyclical	4.4
Communication Services	4.4
Utilities	3.6
Consumer Defensive	2.6

Market Cap. Distribution

Bigelow Investment Advisors, LLC has about 38.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	58.8
MEGA-CAP	20.7
LARGE-CAP	18
SMALL-CAP	2.6

Stocks belong to which Index?

About 41.2% of the stocks held by Bigelow Investment Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	58.8
S&P 500	38.6
RUSSELL 2000	2.6

Top 5 Winners (%)		%
AMPS	ishares tr	2858.9 %
AMPS	ishares tr	627.8 %
ORCL	oracle corp	55.7 %
NVDA	nvidia corporation	45.5 %
NFLX	netflix inc	42.0 %

Top 5 Winners ($)		$
AMPS	ishares tr	89.7 M
AMPS	ishares tr	13.2 M
IJR	ishares tr	1.4 M
MSFT	microsoft corp	1.4 M
SPY	spdr s&p 500 etf tr	1.2 M

Top 5 Losers (%)		%
UNH	unitedhealth group inc	-40.4 %
BDX	becton dickinson & co	-24.6 %
TMO	thermo fisher scientific inc	-18.5 %
AAPL	apple inc	-16.2 %
PEP	pepsico inc	-11.9 %

Top 5 Losers ($)		$
AAPL	apple inc	-1.1 M
UNH	unitedhealth group inc	-0.9 M
JNJ	johnson & johnson	-0.2 M
TMO	thermo fisher scientific inc	-0.2 M
PEP	pepsico inc	-0.2 M

Bigelow Investment Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Bigelow Investment Advisors, LLC

Bigelow Investment Advisors, LLC has 147 stocks in it's portfolio. About 35.1% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. AMPS was the most profitable stock for Bigelow Investment Advisors, LLC last quarter.

Last Reported on: 10 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	IJR	ishares tr	6.65	24,296	15,085,500	added	2.35
Historical Trend of ISHARES TR Position Held By Bigelow Investment Advisors, LLC What % of Portfolio is IJR?: Number of IJR shares held: Change in No. of Shares Held:
	SPY	spdr s&p 500 etf tr	5.32	19,549	12,078,300	reduced	-8.24

	VIG	vanguard specialized funds	4.61	51,101	10,458,800	reduced	-0.15

	IAU	ishares gold tr	3.69	134,163	8,366,400	added	0.7

	IJR	ishares tr	2.76	57,291	6,261,330	added	5.86

	IJR	ishares tr	2.75	100,680	6,244,190	reduced	-1.28

	AAPL	apple inc	2.55	31,695	5,787,110	added	10.81

	MSFT	microsoft corp	2.44	11,144	5,543,140	reduced	-2.04

	FNDA	schwab strategic tr	2.32	215,145	5,258,140	reduced	-0.57

	FNDA	schwab strategic tr	2.00	155,584	4,544,610	added	0.33

	FNDA	schwab strategic tr	1.95	181,271	4,419,380	added	45.04

	NVDA	nvidia corporation	1.66	23,798	3,759,850	added	0.81

	AAXJ	ishares tr	1.39	59,550	3,141,830	added	6.88

	ACWF	ishares tr	1.38	82,482	3,131,010	added	21.25

	JPM	jpmorgan chase & co.	1.36	10,654	3,088,700	reduced	-0.08

	IBCE	ishares tr	1.36	36,859	3,076,990	added	0.46

	AXP	american express co	1.26	8,986	2,866,350	reduced	-0.27

	AMPS	ishares tr	1.23	63,390	2,785,980	reduced	-11.32

	AAXJ	ishares tr	1.21	29,140	2,735,960	added	40.97

	IJR	ishares tr	1.18	26,952	2,673,640	reduced	-0.73