Bigelow Investment Advisors, LLC
SEC Form 13F institutional filer · CIK 0001729516
13F-HR · 91 reported holdings · 2026-03-31
Reported long-US-equity value
$0.17B
Top-10 concentration
57.3%
Bigelow Investment Advisors, LLC — $167M AUM allocation strategy
Bigelow Investment Advisors, LLC files SEC Form 13F and reports $167M of long US equity value across 91 reported holdings for 2026-03-31.
Its largest sector bet is Financials 16.5%, followed by Information Technology 8.7% and Communication Services 4.9%.
The top 10 holdings account for 57% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Bigelow Investment Advisors, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$167M
total across 91 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
57% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BLK +3.17K sh · +$501K+$IVZ +2.47K sh · +$479K+$VZ +1.22K sh · +$207K
Biggest trims (shares)
−$SCHW −35.7K sh · −$1.68M−$IVV −11.1K sh · −$770K−$CSCO −1.26K sh · −$86.6K
Exited to nil (held last quarter, gone now)
$ROL ($1.55M last qtr)$IBM ($713K last qtr)$FSLR ($203K last qtr)$ABT ($201K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage9.8%—
- Interactive Media & Services4.0%—
- Technology Hardware, Storage & Peripherals4.0%—
- Asset Management & Custody Banks3.3%—
- Systems Software2.5%—
- Pharmaceuticals2.4%—
- Semiconductors2.3%—
- Diversified Banks1.8%—
- Other holdings69.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 606K | $16.4M | -35.7K | 9.8% |
| $AAPL | Apple Inc | 26.3K | $6.68M | -564 | 4.0% |
| $MSFT | Microsoft Corporation | 11.1K | $4.11M | +8 | 2.5% |
| $JNJ | Johnson & Johnson | 16.3K | $3.99M | -634 | 2.4% |
| $NVDA | NVIDIA Corporation | 21.5K | $3.75M | +55 | 2.2% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 12.7K | $3.64M | -465 | 2.2% |
| $IVZ | Invesco Ltd | 17.3K | $3.32M | +2.47K | 2.0% |
| $JPM | JP Morgan Chase & Co | 10.5K | $3.1M | -93 | 1.9% |
…and 83 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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