Bigelow Investment Advisors, LLC
•CIK: 1729516•Filing: Q4 2025
**Bigelow Investment Advisors, LLC** manages $256M across a diversified portfolio of 149 positions. The fund exhibits a clear tilt toward core market indices and established growth names, evidenced by top holdings including IVV ($17.6M) and SPY ($12.3M). Significant allocations are also directed toward commodities and technology leaders, notably IAU* ($11.6M), VIG ($11.2M), and AAPL ($7.3M). This structure suggests a disciplined, large-cap exposure strategy within the current market cycle.
Total AUM
$256.0M
QoQ Performance
+3.2%
Positions
101
Top 10 Concentration
34.4%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IVV6.9%
SPY4.8%
IAU*4.5%
VIG4.4%
AAPL2.9%
IJH2.6%
BUFR2.2%
MSFT2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other57.2%
Technology12.4%
ETF11.8%
Financial4.8%
Healthcare4.0%
Consumer3.4%
Industrial2.7%
Communication1.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW5 new positions
↑63 increased
↓72 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023