Bigelow Investment Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Portland, ME
Holdings as of
12/31/2025
Date filed
1/28/2026
Form type
13F-HR
Num holdings
149
Total value ($000)
$256,013
Net value change ($000)
+7,954 (3.2%)
New positions
5
Sold out positions
5
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/22/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
IAU 1,269 12.2%
IVV 1,207 7.4%
IGSB 799 22.5%
HEFA 793 19.5%
SCHO 748 18.0%
GOOGL 701 25.7%
GOOGL 683 19.9%
MBB 404 12.8%
BUFR 392 7.5%
JNJ 378 12.1%
Top Reduces (Value $000, Stocks/ETFs)
ORCL -673 -31.5%
ADBE -411 -100.0%
MSFT -371 -6.5%
FISV -339 -100.0%
SCHX -335 -6.1%
NVDA -305 -7.1%
IJR -247 -4.8%
NFLX -243 -18.3%
CMCSA -243 -100.0%
USHY -237 -100.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type