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Home > Institutional Investor > Bigelow Investment Advisors, Llc > Profile

Instuitional Investor - Bigelow Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Bigelow Investment Advisors, Llc
Portfolio Value $256,013,488
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 25,697 $17,601,065 6.88%
2.
Spdr S & P 500 Etf Trust
 SPY 18,067 $12,320,203 4.81%
3.
Ishares Trust
 IAU 143,370 $11,637,343 4.55%
4.
Vanguard Specialized Funds - DIV APP ETF
 51,034 $11,216,253 4.38%
5.
Apple Inc.
 AAPL 26,901 $7,313,306 2.86%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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