§ 13F · FUND PROFILE
Bigelow Investment Advisors, LLC.
AUM · $276M (13F)Positions · 157Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 26K | $20M | 7.1% | +2% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 18K | $14M | 4.9% | −2% |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | 50K | $12M | 4.3% | ±0% |
| 4 | IAU | ISHARES GOLD TR | 127K | $10M | 3.5% | −3% |
| 5 | HEFA | ISHARES TR | 171K | $8M | 2.9% | +22% |
| 6 | IJH | ISHARES TR | 103K | $8M | 2.9% | −1% |
| 7 | AAPL | APPLE INC | 26K | $8M | 2.8% | ±0% |
| 8 | IJR | ISHARES TR | 37K | $6M | 2.0% | −6% |
| 9 | SCHG | SCHWAB STRATEGIC TR | 161K | $5M | 2.0% | +2% |
| 10 | SCHX | SCHWAB STRATEGIC TR | 175K | $5M | 1.9% | −1% |
§ 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 $276 million in assets. The fund runs a portfolio of 157 positions.
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