Latest Bigelow Investment Advisors, LLC Stock Portfolio

Bigelow Investment Advisors, LLC Performance:

2026 Q1: -1.49%YTD: -1.49%2025: 13.77%

Performance for 2026 Q1 is -1.49%, and YTD is -1.49%, and 2025 is 13.77%.

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

Bigelow Investment Advisors, LLC is a hedge fund based in Portland, ME. On 2026-04-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, Bigelow Investment Advisors, LLC reported an equity portfolio of $249.8 Millions as of 31 Mar, 2026.

The top stock holdings of Bigelow Investment Advisors, LLC are IJR, SPY, IAU. The fund has invested 6.7% of it's portfolio in ISHARES TR and 4.8% of portfolio in STATE STR SPDR S&P 500 ETF T.

The fund managers got completely rid off ROLLINS INC (ROL), INTERNATIONAL BUSINESS MACHS (IBM) and FIRST SOLAR INC (FSLR) stocks. They significantly reduced their stock positions in ISHARES TR (AMPS), ISHARES TR (ACWF) and VANGUARD WORLD FD (VAW). Bigelow Investment Advisors, LLC opened new stock positions in ISHARES TR (BGRN), ISHARES TR (IJR) and QUANTA SVCS INC (PWR). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SERIES TRUST (BIL), MARVELL TECHNOLOGY INC (MRVL) and ISHARES TR (ACWF).

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

Our best estimate is that Bigelow Investment Advisors, LLC made a return of -1.49% in the last quarter. In trailing 12 months, it's portfolio return was 14.39%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	319,223
ishares tr	256,683
quanta svcs inc	249,804
everpure inc	231,083
micron technology inc	228,380
capital one finl corp	208,335
ishares tr	205,652
comcast corp new	203,985

New stocks bought by Bigelow Investment Advisors, LLC

Additions

Ticker	% Inc.
spdr series trust	65.82
marvell technology inc	20.2
ishares tr	19.48
invesco exchange traded fd t	16.64
ishares tr	15.73
ishares tr	14.24
union pac corp	14.01
ishares tr	13.25

Additions to existing portfolio by Bigelow Investment Advisors, LLC

Reductions

Ticker	% Reduced
ishares tr	-39.52
ishares tr	-27.44
vanguard world fd	-18.88
schwab strategic tr	-18.05
ishares tr	-17.95
applied matls inc	-17.05
paypal hldgs inc	-16.47
vanguard world fd	-16.24

Bigelow Investment Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
rollins inc	-1,548,520
international business machs	-712,977
abbott labs	-200,589
first solar inc	-202,714

Bigelow Investment Advisors, LLC got rid off the above stocks

Sector Distribution

Bigelow Investment Advisors, LLC has about 61.6% of it's holdings in Others sector.

Sector	%
Others	61.6
Technology	9.3
Industrials	5.3
Communication Services	4.7
Healthcare	4.4
Financial Services	4.4
Consumer Cyclical	3.3
Utilities	2.9
Consumer Defensive	2.5

Market Cap. Distribution

Bigelow Investment Advisors, LLC has about 36.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	61.6
MEGA-CAP	23.9
LARGE-CAP	12.7
MID-CAP	1.8

Stocks belong to which Index?

About 37.8% of the stocks held by Bigelow Investment Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	62.2
S&P 500	36.1
RUSSELL 2000	1.7

Top 5 Winners (%)		%
VRT	vertiv holdings co	50.0 %
XOM	exxon mobil corp	41.0 %
AMAT	applied matls inc	30.2 %
CAT	caterpillar inc	23.6 %
VZ	verizon communications inc	22.2 %

Top 5 Winners ($)		$
IAU	ishares gold tr	1.0 M
XOM	exxon mobil corp	0.7 M
JNJ	johnson & johnson	0.6 M
NEE	nextera energy inc	0.3 M
EMGF	ishares inc	0.3 M

Top 5 Losers (%)		%
INTU	intuit	-34.2 %
CRM	salesforce inc	-27.8 %
BX	blackstone inc	-25.2 %
MKC	mccormick & co inc	-24.6 %
MSFT	microsoft corp	-23.4 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-1.3 M
IJR	ishares tr	-0.8 M
SPY	state str spdr s&p 500 etf t	-0.6 M
AXP	american express co	-0.6 M
FNDA	schwab strategic tr	-0.6 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 153 stocks in it's portfolio. About 34.3% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. IAU was the most profitable stock for Bigelow Investment Advisors, LLC last quarter.

Last Reported on: 23 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.68	26,337	6,684,070	reduced	-2.1

AAXJ	ishares tr	1.98	93,852	4,932,880	added	14.24

AAXJ	ishares tr	1.61	42,357	4,021,800	added	13.25

AAXJ	ishares tr	0.93	43,675	2,324,380	added	4.03

AAXJ	ishares tr	0.75	17,553	1,872,550	added	15.73

AAXJ	ishares tr	0.54	10,241	1,352,810	reduced	-12.61

AAXJ	ishares tr	0.35	7,464	885,230	added	12.55

AAXJ	ishares tr	0.22	4,626	560,670	reduced	-10.4

AAXJ	ishares tr	0.17	4,094	434,578	added	2.5

AAXJ	ishares tr	0.08	1,931	205,652	new

ABT	abbott labs	0.00	0.00	0.00	sold off	-100

ACWF	ishares tr	2.38	140,130	5,954,810	added	19.48

ACWF	ishares tr	0.14	6,705	339,474	reduced	-27.44

ADI	analog devices inc	0.15	1,154	367,134	reduced	-6.1

ADSK	autodesk inc	0.09	901	215,699	reduced	-9.36

AFLG	first tr exchng traded fd vi	1.95	143,986	4,862,410	reduced	-12.19

AGT	ishares tr	0.36	6,277	887,693	reduced	-5.5

AGT	ishares tr	0.20	5,212	498,345	added	0.97

AGT	ishares tr	0.17	8,385	419,585	reduced	-7.1

AGT	ishares tr	0.10	2,472	251,625	reduced	-8.04