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Bigelow Investment Advisors, LLC
Updated 6 days agoManaged by Bigelow Investment Advisors, Llc • Latest filing Q3 2026
Portfolio value
$280.8M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
13.2%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $248.1M |
| Q4 2025 | $256M |
| Q1 2026 | $249.8M |
| Q2 2026 | $276.2M |
| Q3 2026 | $280.8M |
Top holdings
154 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $19.9M | 26.0K | 7.09% | Trimmed(-0.3%) | |
| 2 | $13.9M | 18.2K | 4.95% | Added(+0.5%) | |
| 3 | $11.7M | 50.2K | 4.17% | Trimmed(-0.3%) | |
| 4 | $10M | 127.9K | 3.56% | Added(+0.8%) | |
| 5 | $9M | 194.0K | 3.21% | Added(+13.5%) | |
| 6 | $8.7M | 26.1K | 3.09% | Trimmed(-1.2%) | |
| 7 | $7.7M | 106.9K | 2.74% | Added(+3.9%) | |
| 8 | $5.8M | 161.6K | 2.07% | Added(+0.1%) | |
| 9 | $5.7M | 11.2K | 2.05% | Trimmed(-2.3%) | |
| 10 | $5.5M | 24.2K | 1.97% | Added(+0.7%) | |
| 11 | $5.2M | 217.7K | 1.85% | Added(+5.4%) | |
| 12 | $5.1M | 100.3K | 1.83% | Added(+3.0%) | |
| 13 | $5M | 167.6K | 1.79% | Trimmed(-4.0%) | |
| 14 | $5M | 50.6K | 1.78% | Added(+9.1%) | |
| 15 | $5M | 36.5K | 1.77% | Trimmed(-1.8%) | |
| 16 | $4.9M | 130.3K | 1.74% | Added(+0.5%) | |
| 17 | $4.3M | 12.6K | 1.55% | Added(+1.3%) | |
| 18 | $4.2M | 15.8K | 1.49% | Trimmed(-3.8%) | |
| 19 | $3.9M | 44.0K | 1.41% | Added(+4.3%) | |
| 20 | $3.9M | 18.9K | 1.40% | Added(+2.4%) |