Bigelow Investment Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Portland, ME
Holdings as of
9/30/2025
Date filed
10/22/2025
Form type
13F-HR
Num holdings
149
Total value ($000)
$248,059
Net value change ($000)
+21,141 (9.3%)
New positions
5
Sold out positions
3
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/10/2025 Next filing: 1/28/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BUFR 5,226 NEW
IAU 2,002 23.9%
IVV 1,308 8.7%
ANET 1,292 NEW
AAPL 1,176 20.3%
GOOGL 988 40.5%
HEFA 927 29.6%
GOOGL 661 31.9%
RSP 577 27.2%
NVDA 546 14.5%
Top Reduces (Value $000, Stocks/ETFs)
IJR -1,086 -17.3%
UNH -410 -33.9%
IBB -348 -40.8%
VHT -276 -20.2%
SCHO -254 -5.7%
AMGN -248 -100.0%
QCLN -230 -100.0%
NVO -213 -100.0%
UPS -198 -26.7%
TXN -187 -16.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type