Bigelow Investment Advisors, LLC holds a diversified book of 157 reported positions worth $276.2M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Rollins Inc and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is Ishares Core S&P 500 ETF at 7% of the reported non-option book. Cloning the disclosed picks since 2024 would be +28% (+14.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 4.6 points over this window.
Growth of $10,000 cloning Bigelow Investment Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~30 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
42% mapped to company sectors
+4 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Bigelow Investment Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 9 / 80 | $4.4B |
| Swiss Re Ltd | 39 / 80 | $1.0B |
| New World Advisors LLC | 39 / 80 | $535.1M |
| Vestwell Advisors, LLC | 8 / 80 | $364.6M |
| Planning Project LLC | 9 / 80 | $429.1M |
| Kopp Family Office, LLC | 11 / 80 | $136.3M |
| Valley Forge Investment Consultants Inc Adv | 26 / 80 | $320.4M |
| Outlook Capital Management, LLC | 16 / 80 | $253.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Bigelow Investment Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $19.5M | 26.1K | 7.1% | ▲+1.8% Added · +463 sh | |
| 2 | State STR SPDR S&P 500 ETF T TR UNIT | $13.5M | 18.1K | 4.9% | ▼−2.2% Reduced · −407 sh | |
| 3 | Vanguard Specialized Funds DIV APP ETF | $11.9M | 50.3K | 4.3% | ▼−0.3% Reduced · −172 sh | |
| 4 | Ishares Gold TR ISHARES NEW | $9.6M | 126.9K | 3.5% | ▼−3.1% Reduced · −4K sh | |
| 5 | Ishares TR HDG MSCI EAFE | $8.0M | 171.0K | 2.9% | ▲+22% Added · +31K sh | |
| 6 | Ishares TR CORE S&P MCP ETF | $7.9M | 102.9K | 2.9% | ▼−1.0% Reduced · −1K sh | |
| 7 | Apple Inc COM | $7.6M | 26.4K | 2.8% | ▲+0.3% Added · +72 sh | |
| 8 | Ishares TR CORE S&P SCP ETF | $5.5M | 37.1K | 2.0% | ▼−5.9% Reduced · −2K sh | |
| 9 | Schwab Strategic TR US LCAP GR ETF | $5.5M | 161.4K | 2.0% | ▲+2.1% Added · +3K sh | |
| 10 | Schwab Strategic TR US LRG CAP ETF | $5.1M | 174.6K | 1.9% | ▼−1.3% Reduced · −2K sh | |
| 11 | Ishares TR ISHS 1-5YR INVS | $5.1M | 97.4K | 1.8% | ▲+3.8% Added · +4K sh | |
| 12 | Schwab Strategic TR SHT TM US TRES | $5.0M | 206.6K | 1.8% | ▲+4.4% Added · +9K sh | |
| 13 | Nvidia Corporation COM | $4.8M | 24.0K | 1.7% | ▲+12% Added · +2K sh | |
| 14 | Ishares Inc MSCI EMRG CHN | $4.7M | 46.4K | 1.7% | ▲+4.5% Added · +2K sh | |
| 15 | First TR Exchng Traded FD VI FT LADD BUFF ETF | $4.7M | 129.7K | 1.7% | ▼−9.9% Reduced · −14K sh | |
| 16 | Alphabet Inc CAP STK CL A | $4.5M | 12.5K | 1.6% | ▼−1.7% Reduced · −211 sh | |
| 17 | Microsoft Corp COM | $4.3M | 11.5K | 1.5% | ▲+3.3% Added · +364 sh | |
| 18 | Johnson & Johnson COM | $4.2M | 16.4K | 1.5% | ▲+0.7% Added · +118 sh | |
| 19 | Ishares TR MBS ETF | $4.0M | 42.2K | 1.4% | ▼−0.3% Reduced · −145 sh | |
| 20 | Invesco Exchange Traded FD T S&P500 EQL WGT | $3.9M | 18.5K | 1.4% | ▲+6.7% Added · +1K sh | |
| 21 | Ishares TR CORE MSCI EAFE | $3.8M | 39.0K | 1.4% | ▼−1.0% Reduced · −396 sh | |
| 22 | Alphabet Inc CAP STK CL C | $3.7M | 10.4K | 1.3% | ▼−3.7% Reduced · −399 sh | |
| 23 | JPMorgan Chase & Co COM | $3.5M | 10.6K | 1.3% | ▲+0.8% Added · +89 sh | |
| 24 | Ishares TR CORE US AGGBD ET | $3.2M | 32.0K | 1.1% | ▼−7.6% Reduced · −3K sh | |
| 25 | American Express Co COM | $2.9M | 8.4K | 1.0% | ▲+0.4% Added · +32 sh | |
| 26 | RTX Corporation COM | $2.8M | 14.7K | 1.0% | ▼−2.4% Reduced · −357 sh | |
| 27 | Amazon Com Inc COM | $2.7M | 11.4K | 1.0% | ▼−0.1% Reduced · −17 sh | |
| 28 | Vanguard Whitehall FDS HIGH DIV YLD | $2.6M | 16.2K | 0.9% | ▲+6.1% Added · +926 sh | |
| 29 | Ishares TR ISHS 5-10YR INVT | $2.5M | 47.0K | 0.9% | ▲+7.6% Added · +3K sh | |
| 30 | Advanced Micro Devices Inc COM | $2.4M | 4.2K | 0.9% | ▲+5.2% Added · +208 sh | |
| 31 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $2.4M | 33.3K | 0.9% | ▼−0.2% Reduced · −67 sh | |
| 32 | Vanguard World FD UTILITIES ETF | $2.2M | 11.0K | 0.8% | ▼−5.5% Reduced · −644 sh | |
| 33 | First TR Exchange-Traded FD FST LOW OPPT EFT | $2.2M | 43.3K | 0.8% | ▼−5.2% Reduced · −2K sh | |
| 34 | Schwab Strategic TR US LCAP VA ETF | $2.2M | 61.8K | 0.8% | ▲+3.0% Added · +2K sh | |
| 35 | Cisco Sys Inc COM | $2.1M | 18.0K | 0.8% | ▼−3.8% Reduced · −721 sh | |
| 36 | Schwab Strategic TR US BRD MKT ETF | $2.1M | 72.1K | 0.8% | ▼−1.3% Reduced · −964 sh | |
| 37 | Ishares TR INTRM GOV CR ETF | $2.0M | 19.0K | 0.7% | ▲+8.4% Added · +1K sh | |
| 38 | Vanguard Scottsdale FDS INT-TERM CORP | $2.0M | 23.7K | 0.7% | ▲+1.0% Added · +236 sh | |
| 39 | Ishares TR FLTG RATE NT ETF | $1.8M | 36.1K | 0.7% | ▼−1.4% Reduced · −505 sh | |
| 40 | NextEra Energy Inc COM | $1.8M | 20.8K | 0.7% | ▲+0.7% Added · +138 sh | |
| 41 | Vanguard World FD FINANCIALS ETF | $1.7M | 13.0K | 0.6% | ▼−1.6% Reduced · −213 sh | |
| 42 | Procter & Gamble Co COM | $1.7M | 11.6K | 0.6% | ▲+1.3% Added · +151 sh | |
| 43 | Ishares Inc CORE MSCI EMKT | $1.7M | 20.5K | 0.6% | ▼−1.7% Reduced · −358 sh | |
| 44 | Caterpillar Inc COM | $1.7M | 1.6K | 0.6% | ▼−3.6% Reduced · −60 sh | |
| 45 | TJX Cos Inc New COM | $1.6M | 10.8K | 0.6% | ▼−0.1% Reduced · −9 sh | |
| 46 | General Dynamics Corp COM | $1.6M | 4.5K | 0.6% | —Held | |
| 47 | Disney Walt Co COM | $1.6M | 16.4K | 0.6% | ▲+0.9% Added · +145 sh | |
| 48 | Arista Networks Inc COM SHS | $1.6M | 9.2K | 0.6% | ▼−0.2% Reduced · −21 sh | |
| 49 | Ishares TR ESG OPTIMIZED | $1.5M | 10.0K | 0.6% | ▼−2.4% Reduced · −243 sh | |
| 50 | Applied Matls Inc COM | $1.5M | 2.0K | 0.5% | ▼−13% Reduced · −317 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1729516/holdings"
Use Arkolith to show Bigelow Investment Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 30, 2026 | 30d | 157 | $276.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 23, 2026 | 23d | 153 | $249.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 28d | 149 | $256.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 22d | 149 | $248.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 10, 2025 | 10d | 147 | $226.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 21, 2025 | 21d | 146 | $210.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 31, 2025 | 31d | 146 | $213.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 18d | 155 | $224.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.