Latest Bigelow Investment Advisors, LLC Stock Portfolio

Bigelow Investment Advisors, LLC Performance:

2025 Q4: -0.06%YTD: 10.82%2024: -3.34%

Performance for 2025 Q4 is -0.06%, and YTD is 10.82%, and 2024 is -3.34%.

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

Bigelow Investment Advisors, LLC is a hedge fund based in Portland, ME. On 2026-01-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, Bigelow Investment Advisors, LLC reported an equity portfolio of $256 Millions as of 31 Dec, 2025.

The top stock holdings of Bigelow Investment Advisors, LLC are IJR, SPY, IAU. The fund has invested 6.9% of it's portfolio in ISHARES TR and 4.8% of portfolio in SPDR S&P 500 ETF TR.

The fund managers got completely rid off ADOBE INC (ADBE), FISERV INC and COMCAST CORP NEW (CMCSA) stocks. They significantly reduced their stock positions in PFIZER INC (PFE), APPLIED MATLS INC (AMAT) and AUTODESK INC (ADSK). Bigelow Investment Advisors, LLC opened new stock positions in KIRBY CORP (KEX), ISHARES TR (IJR) and ISHARES TR (AGT). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), ISHARES TR (AAXJ) and SCHWAB STRATEGIC TR (FNDA).

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

Our best estimate is that Bigelow Investment Advisors, LLC made a return of -0.06% in the last quarter. In trailing 12 months, it's portfolio return was 10.82%.

Performance
S&P 500

New Buys

Ticker	$ Bought
kirby corp	250,990
ishares tr	223,484
ishares tr	209,291
chubb limited	202,878
first solar inc	202,714

New stocks bought by Bigelow Investment Advisors, LLC

Additions

Ticker	% Inc.
netflix inc	944
ishares tr	40.15
ishares tr	22.89
schwab strategic tr	18.09
ishares tr	15.48
ishares tr	14.48
goldman sachs group inc	14.37
ishares tr	12.71

Additions to existing portfolio by Bigelow Investment Advisors, LLC

Reductions

Ticker	% Reduced
pfizer inc	-27.35
applied matls inc	-22.47
autodesk inc	-21.24
schwab strategic tr	-15.18
ishares tr	-15.09
texas instrs inc	-12.66
vanguard scottsdale fds	-11.86
schwab strategic tr	-11.37

Bigelow Investment Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
comcast corp new	-242,751
ishares tr	-236,692
fiserv inc	-338,699
ishares tr	-206,495
adobe inc	-410,601

Bigelow Investment Advisors, LLC got rid off the above stocks

Sector Distribution

Bigelow Investment Advisors, LLC has about 60.3% of it's holdings in Others sector.

Sector	%
Others	60.3
Technology	10.4
Communication Services	4.9
Financial Services	4.8
Industrials	4.6
Healthcare	4.5
Consumer Cyclical	4
Utilities	3
Consumer Defensive	2.3

Market Cap. Distribution

Bigelow Investment Advisors, LLC has about 37.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	60.3
MEGA-CAP	20.6
LARGE-CAP	17
SMALL-CAP	2

Stocks belong to which Index?

About 39.2% of the stocks held by Bigelow Investment Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	60.7
S&P 500	37.2
RUSSELL 2000	2

Top 5 Winners (%)		%
LLY	eli lilly & co	39.4 %
AMD	advanced micro devices inc	32.3 %
GOOG	alphabet inc	28.5 %
GOOG	alphabet inc	27.8 %
MRK	merck & co inc	24.7 %

Top 5 Winners ($)		$
IAU	ishares gold tr	1.2 M
GOOG	alphabet inc	1.0 M
GOOG	alphabet inc	0.8 M
AAPL	apple inc	0.5 M
IJR	ishares tr	0.4 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.6 %
ORCL	oracle corp	-30.5 %
UBER	uber technologies inc	-16.1 %
HD	home depot inc	-15.0 %
ETN	eaton corp plc	-14.9 %

Top 5 Losers ($)		$
NFLX	netflix inc	-7.0 M
ORCL	oracle corp	-0.7 M
MSFT	microsoft corp	-0.4 M
HD	home depot inc	-0.2 M
ETN	eaton corp plc	-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 149 stocks in it's portfolio. About 34.4% of the portfolio is in top 10 stocks. NFLX 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: 28 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.86	26,901	7,313,310	reduced	-1.63

AAXJ	ishares tr	1.70	82,156	4,344,400	added	22.89

AAXJ	ishares tr	1.39	37,400	3,561,230	added	12.71

AAXJ	ishares tr	0.88	41,982	2,261,990	added	4.61

AAXJ	ishares tr	0.64	11,719	1,632,960	reduced	-7.21

AAXJ	ishares tr	0.64	15,167	1,628,180	added	5.48

AAXJ	ishares tr	0.31	6,632	791,529	added	40.15

AAXJ	ishares tr	0.26	5,163	665,198	reduced	-5.00

AAXJ	ishares tr	0.17	3,994	427,797	reduced	-4.88

ABT	abbott labs	0.08	1,601	200,589	reduced	-11.2

ACWF	ishares tr	1.90	117,285	4,850,900	added	14.48

ACWF	ishares tr	0.18	9,240	466,250	reduced	-3.4

ADBE	adobe inc	0.00	0.00	0.00	sold off	-100

ADI	analog devices inc	0.13	1,229	333,305	unchanged	0.00

ADSK	autodesk inc	0.12	994	294,234	reduced	-21.24

AFLG	first tr exchng traded fd vi	2.19	163,967	5,617,510	added	4.85

AGT	ishares tr	0.39	6,642	989,525	reduced	-4.35

AGT	ishares tr	0.19	5,162	490,828	unchanged	0.00

AGT	ishares tr	0.18	9,026	451,390	reduced	-9.7

AGT	ishares tr	0.10	2,688	264,768	reduced	-3.59