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 $276.2M across 157 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($19.5M, 7.07%), SPY ($13.5M, 4.90%), VIG ($11.9M, 4.31%), IAU ($9.6M, 3.47%), HEFA ($8.0M, 2.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $19.5M | 7.07% | 26,068 | Added |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $13.5M | 4.90% | 18,132 | Trimmed |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $11.9M | 4.31% | 50,332 | Trimmed |
| 4 | IAU | ISHARES GOLD TR | $9.6M | 3.47% | 126,904 | Trimmed |
| 5 | HEFA | ISHARES TR | $8.0M | 2.90% | 170,956 | Added |
| 6 | IJH | ISHARES TR | $7.9M | 2.87% | 102,935 | Trimmed |
| 7 | AAPL | APPLE INC | $7.6M | 2.77% | 26,409 | Added |
| 8 | IJR | ISHARES TR | $5.5M | 1.99% | 37,133 | Trimmed |
| 9 | SCHG | SCHWAB STRATEGIC TR | $5.5M | 1.98% | 161,426 | Added |
| 10 | SCHX | SCHWAB STRATEGIC TR | $5.1M | 1.86% | 174,562 | Trimmed |
| 11 | IGSB | ISHARES TR | $5.1M | 1.85% | 97,430 | Added |
| 12 | SCHO | SCHWAB STRATEGIC TR | $5.0M | 1.81% | 206,562 | Added |
| 13 | NVDA | NVIDIA CORPORATION | $4.8M | 1.74% | 24,003 | Added |
| 14 | EMXC | ISHARES INC | $4.7M | 1.72% | 46,350 | Added |
| 15 | BUFR | FIRST TR EXCHNG TRADED FD VI | $4.7M | 1.71% | 129,658 | Trimmed |
| 16 | GOOGL | ALPHABET INC | $4.5M | 1.61% | 12,457 | Trimmed |
| 17 | MSFT | MICROSOFT CORP | $4.3M | 1.55% | 11,460 | Added |
| 18 | JNJ | JOHNSON & JOHNSON | $4.2M | 1.51% | 16,425 | Added |
| 19 | MBB | ISHARES TR | $4.0M | 1.44% | 42,212 | Trimmed |
| 20 | RSP | INVESCO EXCHANGE TRADED FD T | $3.9M | 1.42% | 18,461 | Added |
| 21 | IEFA | ISHARES TR | $3.8M | 1.36% | 38,971 | Trimmed |
| 22 | GOOG | ALPHABET INC | $3.7M | 1.33% | 10,369 | Trimmed |
| 23 | JPM | JPMORGAN CHASE & CO | $3.5M | 1.26% | 10,630 | Added |
| 24 | AGG | ISHARES TR | $3.2M | 1.15% | 32,005 | Trimmed |
| 25 | AXP | AMERICAN EXPRESS CO | $2.9M | 1.03% | 8,441 | Added |
Source: SEC Form 13F filings · as of 2026-06-30