Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bigelow Investment Advisors, LLC (CIK 1729516) reported $249.8M across 153 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($16.7M, 6.70%), SPY ($12.1M, 4.83%), IAU ($11.6M, 4.62%), VIG ($10.9M, 4.35%), IJH ($7.0M, 2.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $16.7M | 6.70% | 25,605 | Trimmed |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $12.1M | 4.83% | 18,539 | Added |
| 3 | IAU | ISHARES GOLD TR | $11.6M | 4.62% | 131,038 | Trimmed |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | $10.9M | 4.35% | 50,504 | Trimmed |
| 5 | IJH | ISHARES TR | $7.0M | 2.81% | 104,018 | Added |
| 6 | AAPL | APPLE INC | $6.7M | 2.68% | 26,337 | Trimmed |
| 7 | HEFA | ISHARES TR | $6.0M | 2.38% | 140,130 | Added |
| 8 | IGSB | ISHARES TR | $4.9M | 1.97% | 93,852 | Added |
| 9 | IJR | ISHARES TR | $4.9M | 1.96% | 39,480 | Trimmed |
| 10 | BUFR | FIRST TR EXCHNG TRADED FD VI | $4.9M | 1.95% | 143,986 | Trimmed |
| 11 | SCHO | SCHWAB STRATEGIC TR | $4.8M | 1.92% | 197,856 | Trimmed |
| 12 | SCHG | SCHWAB STRATEGIC TR | $4.6M | 1.84% | 158,122 | Trimmed |
| 13 | SCHX | SCHWAB STRATEGIC TR | $4.5M | 1.82% | 176,916 | Trimmed |
| 14 | MSFT | MICROSOFT CORP | $4.1M | 1.64% | 11,096 | Added |
| 15 | MBB | ISHARES TR | $4.0M | 1.61% | 42,357 | Added |
| 16 | JNJ | JOHNSON & JOHNSON | $4.0M | 1.60% | 16,307 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $3.8M | 1.50% | 21,509 | Added |
| 18 | GOOGL | ALPHABET INC | $3.6M | 1.46% | 12,668 | Trimmed |
| 19 | IEFA | ISHARES TR | $3.6M | 1.43% | 39,367 | Added |
| 20 | EMXC | ISHARES INC | $3.5M | 1.40% | 44,345 | Added |
| 21 | AGG | ISHARES TR | $3.4M | 1.38% | 34,624 | Added |
| 22 | RSP | INVESCO EXCHANGE TRADED FD T | $3.3M | 1.33% | 17,297 | Added |
| 23 | GOOG | ALPHABET INC | $3.1M | 1.24% | 10,768 | Trimmed |
| 24 | JPM | JPMORGAN CHASE & CO | $3.1M | 1.24% | 10,541 | Trimmed |
| 25 | RTX | RTX CORPORATION | $2.9M | 1.16% | 15,034 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31