§ 13F · FUND PROFILE
Bigelow Investment Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $226.9T (13F)Positions · 147Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 26K | $17.6T | 6.9% | +5% |
| 2 | SPY | SPDR S&P 500 ETF TR | 18K | $12.3T | 4.8% | −4% |
| 3 | IAU | ISHARES GOLD TR | 143K | $11.6T | 4.5% | +1% |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | 51K | $11.2T | 4.4% | ±0% |
| 5 | AAPL | APPLE INC | 27K | $7.3T | 2.9% | −2% |
| 6 | IJH | ISHARES TR | 100K | $6.6T | 2.6% | +4% |
| 7 | BUFR | FIRST TR EXCHNG TRADED FD VI | 164K | $5.6T | 2.2% | +5% |
| 8 | MSFT | MICROSOFT CORP | 11K | $5.4T | 2.1% | ±0% |
| 9 | SCHG | SCHWAB STRATEGIC TR | 161K | $5.2T | 2.0% | +1% |
| 10 | SCHX | SCHWAB STRATEGIC TR | 192K | $5.2T | 2.0% | −8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BIGELOW SIGNAL
AC read
Bigelow Investment Advisors, LLC is a Other fund managing $226918.3 trillion in assets. The fund runs a portfolio of 147 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed