Bigelow Investment Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Portland, ME
Holdings as of
3/31/2026
Date filed
4/23/2026
Form type
13F-HR
Num holdings
153
Total value ($000)
$249,798
Net value change ($000)
-6,215 (-2.4%)
New positions
8
Sold out positions
4
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
HEFA 1,104 22.8%
XOM 727 41.0%
EMXC 602 20.9%
IGSB 589 13.6%
JNJ 480 13.7%
RSP 479 16.9%
MBB 461 12.9%
IJH 393 5.9%
SUSL 319 NEW
VRT 259 74.6%
Top Reduces (Value $000, Stocks/ETFs)
ROL -1,549 -100.0%
MSFT -1,255 -23.4%
IVV -875 -5.0%
BUFR -756 -13.5%
IBM -713 -100.0%
SCHX -639 -12.3%
SCHG -634 -12.1%
AAPL -629 -8.6%
AXP -598 -19.0%
ORCL -478 -32.6%
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