Bigelow Investment Advisors, LLC

All 13F Filings

Location
Portland, ME
Most recent 13F
Q4 2025
Holdings value ($000)
256,013
Description
Website
Founded
Chairman
CEO
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
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 161.5 K 63.2% 5.672 K 0 5.672 K
ETFs 89.97 K 35.2% 2.897 K 0 2.897 K
Debt 4.035 K 1.6% 0 361 -361
Other 0 0.0% 0 237 -237
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Fund Snapshot

Q4 2025
Latest filed
1/28/2026
Total value ($000)
256,013
Holdings
149
QoQ value change ($000)
7,954 (3.2%)
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.