Institutional Fund
Bigelow Investment Advisors, LLC
Portland, MECIK 17295165 filings on record
Portfolio Value
$249.80M
Q1 2026
Holdings
153
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-2.4%
from $256.01M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr6.7%
- Spdr S&P 500 ETF Tr4.8%
- Ishares Gold Tr4.6%
- Vanguard Specialized Funds4.3%
- Ishares Tr2.8%
- Apple Inc2.7%
- Other74.0%
Portfolio Holdings
153 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 25.6K | $16.73M | 6.7% | −92 | Reduced |
| 2 | Spdr S&P 500 ETF Tr | 18.5K | $12.06M | 4.8% | +472 | Added |
| 3 | Ishares Gold Tr | 131.0K | $11.55M | 4.6% | −12.3K | Reduced |
| 4 | Vanguard Specialized Funds | 50.5K | $10.86M | 4.3% | −530 | Reduced |
| 5 | Ishares Tr | 104.0K | $7.02M | 2.8% | +3.6K | Added |
| 6 | Apple Inc | 26.3K | $6.68M | 2.7% | −564 | Reduced |
| 7 | Ishares Tr | 140.1K | $5.95M | 2.4% | +22.8K | Added |
| 8 | Ishares Tr | 93.9K | $4.93M | 2.0% | +11.7K | Added |
| 9 | Ishares Tr | 39.5K | $4.91M | 2.0% | −1.5K | Reduced |
| 10 | First Tr Exchng Traded Fd Vi | 144.0K | $4.86M | 1.9% | −20.0K | Reduced |
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