Bigelow Investment Advisors, LLC
All 13F Filings
- Location
- Portland, ME
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 249,798
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/23/2026 | 153 | 249,798 | 13F-HR | Bigelow Investment Advisors, LLC |
| Q4 2025 | 1/28/2026 | 149 | 256,013 | 13F-HR | Bigelow Investment Advisors, LLC |
| Q3 2025 | 10/22/2025 | 149 | 248,059 | 13F-HR | Bigelow Investment Advisors, LLC |
| Q2 2025 | 7/10/2025 | 147 | 226,918 | 13F-HR | Bigelow Investment Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 100.2 K | 40.2% | 0 | 61.33 K | -61.33 K |
| ETFs | 146.2 K | 58.6% | 56.18 K | 0 | 56.18 K |
| Debt | 3.106 K | 1.2% | 0 | 929 | -929 |
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Fund Snapshot
Q1 2026
Latest filed
4/23/2026
Total value ($000)
249,798
Holdings
153
QoQ value change ($000)
-6,215
(-2.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.