Bigelow Investment Advisors, LLC
Bigelow Investment Advisors, LLC reported 157 positions worth $276.2M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: IVV (7.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $19.5M | 7.07% | 26,068 | — | — | |
| ▸ 2 | SPY | SH | $13.5M | 4.90% | 18,132 | — | — | |
| ▸ 3 | VIG | SH | $11.9M | 4.31% | 50,332 | — | — | |
| ▸ 4 | IAU | SH | $9.6M | 3.47% | 126,904 | — | — | |
| ▸ 5 | HEFA | SH | $8.0M | 2.90% | 170,956 | — | — | |
| ▸ 6 | IJH | SH | $7.9M | 2.87% | 102,935 | — | — | |
| ▸ 7 | AAPL | SH | $7.6M | 2.77% | 26,409 | — | — | |
| ▸ 8 | IJR | SH | $5.5M | 1.99% | 37,133 | — | — | |
| ▸ 9 | SCHG | SH | $5.5M | 1.98% | 161,426 | — | — | |
| ▸ 10 | SCHX | SH | $5.1M | 1.86% | 174,562 | — | — |
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Frequently Asked Questions
What stocks does Bigelow Investment Advisors, LLC hold as of Q2 2026?
Bigelow Investment Advisors, LLC reported 157 positions worth $276.2M in its Q2 2026 13F filing. Largest positions: IVV (7.1%), SPY (4.9%), VIG (4.3%), IAU (3.5%) and HEFA (2.9%).
What did Bigelow Investment Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Bigelow Investment Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.