Bigelow Investment Advisors, LLC

All 13F Filings

Location
Portland, ME
Most recent 13F
Q3 2026
Holdings value ($000)
280,811
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q3 2026 10/13/2026 154 280,811 13F-HR Bigelow Investment Advisors, LLC
Q2 2026 7/30/2026 157 276,229 13F-HR Bigelow Investment Advisors, LLC
Q1 2026 4/23/2026 153 249,798 13F-HR Bigelow Investment Advisors, LLC
Q4 2025 1/28/2026 149 256,013 13F-HR Bigelow Investment Advisors, LLC
Q3 2025 10/22/2025 149 248,059 13F-HR Bigelow Investment Advisors, LLC
Q2 2025 7/10/2025 147 226,918 13F-HR Bigelow Investment Advisors, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 111.3 K 39.7% 3.717 K 0 3.717 K
ETFs 166.4 K 59.3% 1.031 K 0 1.031 K
Debt 2.776 K 1.0% 0 190 -190
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Fund Snapshot

Q3 2026
Latest filed
10/13/2026
Total value ($000)
280,811
Holdings
154
QoQ value change ($000)
4,582 (1.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.