Bigelow Investment Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Portland, ME
Holdings as of
6/30/2026
Date filed
7/30/2026
Form type
13F-HR
Num holdings
157
Total value ($000)
$276,229
Net value change ($000)
+26,431 (10.6%)
New positions
11
Sold out positions
7
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IVV 2,796 16.7%
HEFA 2,067 34.7%
AMD 1,617 200.6%
SPY 1,484 12.3%
EMXC 1,254 36.0%
ROL 1,077 NEW
NVDA 1,052 28.0%
VIG 1,049 9.7%
AAPL 958 14.3%
IJH 913 13.0%
Top Reduces (Value $000, Stocks/ETFs)
XOM -2,499 -100.0%
IAU -1,969 -17.0%
HON -663 -100.0%
NFLX -271 -22.0%
AGG -269 -7.8%
INTU -269 -100.0%
ADSK -216 -100.0%
CME -213 -27.7%
MKC -209 -100.0%
SUB -206 -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