StockDriftsStockDriftsTop 50 Bigelow Investment Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 7.07% | 26.1K | $19.5M | +1.81%(+463) | $329.29(+136.55%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.9% | 18.1K | $13.5M | -2.20%(-407) | $271.97(+185.09%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 4.31% | 50.3K | $11.9M | -0.34%(-172) | $106.40(+130.32%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 3.47% | 126.9K | $9.6M | -3.15%(-4.13K) | $41.67(+99.17%) | 2026-06-30 | |
| HEFA | ISHARES TR | 2.9% | 171.0K | $8.0M | +22.00%(+30.83K) | $37.56(+27.28%) | 2026-06-30 | |
| IJH | ISHARES TR | 2.87% | 102.9K | $7.9M | -1.04%(-1.08K) | $45.08(+74.25%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.77% | 26.4K | $7.6M | +0.27%(+72) | $71.32(+328.17%) | 2026-06-30 | |
| IJR | ISHARES TR | 1.99% | 37.1K | $5.5M | -5.94%(-2.35K) | $96.41(+55.55%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 1.98% | 161.4K | $5.5M | +2.09%(+3.30K) | $16.23(+119.47%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 1.86% | 174.6K | $5.1M | -1.33%(-2.35K) | $11.36(+168.49%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.09% | +56.46% | +8.99% | +53.77% |
| Top 20 Holdings Unweighted | +15.40% | +53.68% | +8.26% | +48.73% |
Bigelow Investment Advisors, LLC reports $276.23M in US-listed equity holdings across 157 positions in its most recent 13F filing. Its largest disclosed positions are IVV (7.1%), SPY (4.9%) and VIG (4.3%). The top 20 holdings account for 50.48% of reported assets. Its disclosed equity book has returned +56.46% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bigelow Investment Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1729516). View Bigelow Investment Advisors, LLC’s 13F filings on SEC