Bigelow Investment Advisors, LLC
CIK 1729516 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $276.2M
- Posisi
- 157
- Per tanggal
- 30 Juni 2026
#5.425 dari 9.443 berdasarkan nilai 13F · top 57.4%
Nilai portofolio QoQ: +10.6% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 34,13%
- Bobot 25 kepemilikan teratas
- 56,61%
- Posisi di atas 1%
- 26
- Jumlah posisi efektif
- 51,1
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 3,27% Perkiraan pembelian $11.620.736 · penjualan $8.603.152
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 86,7% masih dipegang
- Posisi baru
- 11
- Meningkat
- 63
- Menurun
- 69
- Tertutup
- 7
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
10,5%
Industrials
5,3%
Communication Services
4,4%
Healthcare
4,2%
Retail
3,1%
Financial Services
2,6%
Financials
1,8%
Communications
1,3%
Utilities
1,0%
Consumer products
0,9%
Consumer Discretionary
0,8%
Materials
0,5%
Logistics & Transportation
0,5%
Consumer Staples
0,4%
Telecommunication
0,3%
Lainnya/Tidak terpetakan
62,4%
Portofolio lengkap 157 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| IVV | $19.522.241 | 7,07% | 26.068 | $2.796.645 | Naik ×1 | ||
| SPY SPY | $13.540.372 | 4,90% | 18.132 | $1.484.030 | Turun ×1 | ||
| VIG | $11.909.558 | 4,31% | 50.332 | $1.048.168 | Turun ×2 | ||
| IAU | $9.582.521 | 3,47% | 126.904 | $-1.969.789 | Turun ×2 | ||
| HEFA | $8.022.099 | 2,90% | 170.956 | $2.067.285 | Naik ×6 | ||
| IJH | $7.937.347 | 2,87% | 102.935 | $913.011 | Turun ×1 | ||
| AAPL Apple Inc. - Common Stock | $7.641.708 | 2,77% | 26.409 | $957.641 | Naik ×1 | ||
| IJR | $5.507.195 | 1,99% | 37.133 | $599.436 | Turun ×4 | ||
| SCHG | $5.462.656 | 1,98% | 161.426 | $856.562 | Naik ×1 | ||
| SCHX | $5.137.360 | 1,86% | 174.562 | $601.234 | Turun ×6 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $5.106.328 | 1,85% | 97.430 | $173.451 | Naik ×6 | ||
| SCHO | $4.986.395 | 1,81% | 206.562 | $184.441 | Naik ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $4.802.723 | 1,74% | 24.003 | $1.051.586 | Naik ×2 | ||
| EMXC iShares MSCI Emerging Markets ex China ETF | $4.741.605 | 1,72% | 46.350 | $1.253.427 | Naik ×5 | ||
| BUFR | $4.736.407 | 1,71% | 129.658 | $-126.000 | Turun ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $4.451.773 | 1,61% | 12.457 | $808.972 | Turun ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $4.274.809 | 1,55% | 11.460 | $167.403 | Naik ×3 | ||
| JNJ Johnson & Johnson Common Stock | $4.171.457 | 1,51% | 16.425 | $185.374 | Naik ×1 | ||
| MBB iShares MBS ETF | $3.989.878 | 1,44% | 42.212 | $-31.919 | Turun ×1 | ||
| RSP | $3.927.947 | 1,42% | 18.461 | $608.307 | Naik ×6 | ||
| IEFA | $3.763.819 | 1,36% | 38.971 | $199.924 | Turun ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $3.663.679 | 1,33% | 10.369 | $574.771 | Turun ×6 | ||
| JPM JP Morgan Chase & Co. Common Stock | $3.479.518 | 1,26% | 10.630 | $378.777 | Naik ×1 | ||
| AGG | $3.167.855 | 1,15% | 32.005 | $-269.269 | Turun ×1 | ||
| AXP American Express Company Common Stock | $2.855.168 | 1,03% | 8.441 | $311.614 | Naik ×1 | ||
| RTX RTX Corporation Common Stock | $2.784.667 | 1,01% | 14.677 | $-115.392 | Turun ×6 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2.722.796 | 0,99% | 11.424 | $339.979 | Turun ×1 | ||
| VYM | $2.555.819 | 0,93% | 16.173 | $297.738 | Naik ×6 | ||
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $2.499.096 | 0,90% | 47.002 | $174.712 | Naik ×4 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $2.422.976 | 0,88% | 4.171 | $1.616.783 | Naik ×1 | ||
| VEA | $2.371.913 | 0,86% | 33.290 | $234.396 | Turun ×1 | ||
| VPU | $2.159.881 | 0,78% | 11.035 | $-154.196 | Turun ×2 | ||
| LMBS First Trust Low Duration Opportunities ETF | $2.153.383 | 0,78% | 43.258 | $-118.401 | Turun ×3 | ||
| SCHV | $2.152.093 | 0,78% | 61.824 | $321.757 | Naik ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $2.118.597 | 0,77% | 18.037 | $663.183 | Turun ×6 | ||
| SCHB | $2.088.479 | 0,76% | 72.116 | $254.171 | Turun ×6 | ||
| GVI | $2.019.201 | 0,73% | 19.032 | $146.647 | Naik ×6 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1.961.037 | 0,71% | 23.727 | $17.157 | Naik ×5 | ||
| FLOT | $1.842.037 | 0,67% | 36.083 | $-22.122 | Turun ×2 | ||
| NEE NextEra Energy, Inc. Common Stock | $1.823.071 | 0,66% | 20.771 | $-93.322 | Naik ×1 | ||
| VFH | $1.710.274 | 0,62% | 12.996 | $114.495 | Turun ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $1.704.983 | 0,62% | 11.627 | $47.390 | Naik ×1 | ||
| IEMG | $1.694.575 | 0,61% | 20.456 | $242.798 | Turun ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $1.694.256 | 0,61% | 1.591 | $524.589 | Turun ×3 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $1.634.837 | 0,59% | 10.791 | $-89.923 | Turun ×2 | ||
| GD General Dynamics Corporation Common Stock | $1.585.224 | 0,57% | 4.475 | $49.314 | |||
| DIS Walt Disney Company (The) Common Stock | $1.575.825 | 0,57% | 16.372 | $11.847 | Naik ×6 | ||
| ANET Arista Networks, Inc. Common Stock | $1.569.182 | 0,57% | 9.237 | $432.485 | Turun ×1 | ||
| SUSA | $1.542.663 | 0,56% | 9.998 | $189.852 | Turun ×3 | ||
| AMAT Applied Materials, Inc. - Common Stock | $1.469.859 | 0,53% | 2.033 | $666.652 | Turun ×3 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $1.428.780 | 0,52% | 3.353 | $257.411 | Naik ×2 | ||
| ECL Ecolab Inc. Common Stock | $1.404.194 | 0,51% | 5.040 | $81.809 | Naik ×5 | ||
| VOX | $1.377.050 | 0,50% | 7.486 | $-23.724 | Turun ×2 | ||
| TXN Texas Instruments Incorporated - Common Stock | $1.280.211 | 0,46% | 4.295 | $441.526 | Turun ×6 | ||
| V Visa Inc. | $1.271.835 | 0,46% | 3.707 | $116.976 | Turun ×1 | ||
| BAC Bank of America Corporation Common Stock | $1.240.683 | 0,45% | 21.774 | $195.337 | Naik ×5 | ||
| PEP PepsiCo, Inc. - Common Stock | $1.199.238 | 0,43% | 8.857 | $-200.080 | Turun ×6 | ||
| QLTA | $1.199.167 | 0,43% | 25.235 | $-2.623 | Turun ×1 | ||
| SCHP | $1.198.569 | 0,43% | 45.229 | $108.756 | Naik ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1.193.048 | 0,43% | 2.118 | $59.086 | Naik ×4 | ||
| GNMA iShares GNMA Bond ETF | $1.123.910 | 0,41% | 25.411 | $-117.710 | Turun ×6 | ||
| CWB | $1.103.430 | 0,40% | 10.234 | $492.442 | Naik ×2 | ||
| ROL Rollins, Inc. Common Stock | $1.076.892 | 0,39% | 25.800 | ||||
| HD Home Depot, Inc. (The) Common Stock | $1.064.388 | 0,39% | 3.018 | $49.762 | Turun ×1 | ||
| DE Deere & Company Common Stock | $1.048.547 | 0,38% | 1.653 | $131.495 | Naik ×3 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $1.042.829 | 0,38% | 2.080 | $27.820 | Naik ×3 | ||
| ORCL Oracle Corporation Common Stock | $1.038.600 | 0,38% | 7.087 | $51.198 | Naik ×1 | ||
| VHT | $1.033.080 | 0,37% | 3.455 | $21.374 | Turun ×4 | ||
| ESGU iShares ESG Aware MSCI USA ETF | $1.027.357 | 0,37% | 6.277 | $139.664 | |||
| IEI iShares 3-7 Year Treasury Bond ETF | $1.025.926 | 0,37% | 8.735 | $140.696 | Naik ×6 | ||
| DHR Danaher Corporation Common Stock | $1.000.972 | 0,36% | 5.255 | $-17.938 | Turun ×1 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $989.293 | 0,36% | 3.321 | $673.323 | Naik ×3 | ||
| SBUX Starbucks Corporation - Common Stock | $986.644 | 0,36% | 9.655 | $126.938 | Naik ×2 | ||
| NFLX Netflix, Inc. - Common Stock | $959.045 | 0,35% | 13.432 | $-270.617 | Naik ×6 | ||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $956.565 | 0,35% | 7.557 | $-29.675 | Naik ×3 | ||
| MU Micron Technology, Inc. - Common Stock | $915.352 | 0,33% | 793 | $686.972 | Naik ×1 | ||
| LOW Lowe's Companies, Inc. Common Stock | $914.195 | 0,33% | 4.146 | $-40.805 | Naik ×2 | ||
| VWO | $909.855 | 0,33% | 15.243 | $70.999 | Turun ×6 | ||
| CL Colgate-Palmolive Company Common Stock | $886.179 | 0,32% | 9.666 | $93.796 | Naik ×2 | ||
| SCHM | $846.609 | 0,31% | 22.962 | $56.014 | Turun ×6 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $836.248 | 0,30% | 2.012 | $277.480 | Turun ×6 | ||
| MDT Medtronic plc. Ordinary Shares | $833.462 | 0,30% | 10.654 | $-130.519 | Turun ×1 | ||
| MA Mastercard Incorporated Common Stock | $829.978 | 0,30% | 1.616 | $-8.451 | Turun ×1 | ||
| BRKB | $829.647 | 0,30% | 1.658 | $-807 | Turun ×2 | ||
| VRT Vertiv Holdings, LLC Class A Common Stock | $823.657 | 0,30% | 2.460 | $217.504 | Naik ×3 | ||
| COST Costco Wholesale Corporation - Common Stock | $801.698 | 0,29% | 857 | $-19.360 | Naik ×4 | ||
| VDC | $774.558 | 0,28% | 3.435 | $94.499 | Naik ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $772.157 | 0,28% | 6.009 | $25.998 | Turun ×6 | ||
| LLY Eli Lilly and Company Common Stock | $766.436 | 0,28% | 639 | $173.184 | Turun ×1 | ||
| CSX CSX Corporation - Common Stock | $761.716 | 0,28% | 16.026 | $103.849 | |||
| WMT Walmart Inc. - Common Stock | $745.817 | 0,27% | 6.585 | $-61.506 | Naik ×5 | ||
| VZ Verizon Communications Inc. Common Stock | $737.393 | 0,27% | 17.416 | $-97.333 | Naik ×6 | ||
| IWM | $736.987 | 0,27% | 2.453 | $120.796 | Turun ×4 | ||
| TIP | $709.872 | 0,26% | 6.487 | $-6.033 | |||
| IDXX IDEXX Laboratories, Inc. - Common Stock | $695.427 | 0,25% | 1.321 | $-73.239 | Turun ×1 | ||
| IYF | $685.621 | 0,25% | 5.377 | $44.139 | Turun ×2 | ||
| FDX FedEx Corporation Common Stock | $682.623 | 0,25% | 2.180 | $-28.668 | Naik ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $678.629 | 0,25% | 671 | $140.579 | Naik ×4 | ||
| IBM International Business Machines Corporation Common Stock | $676.310 | 0,24% | 2.405 | ||||
| TT Trane Technologies plc | $658.646 | 0,24% | 1.341 | $96.047 | Turun ×1 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| HEFA | $8.022.099 | 2,90% | naik ×6 |
| IGSB | $5.106.328 | 1,85% | naik ×6 |
| EMXC | $4.741.605 | 1,72% | naik ×5 |
| MSFT | $4.274.809 | 1,55% | naik ×3 |
| RSP | $3.927.947 | 1,42% | naik ×6 |
| VYM | $2.555.819 | 0,93% | naik ×6 |
| IGIB | $2.499.096 | 0,90% | naik ×4 |
| GVI | $2.019.201 | 0,73% | naik ×6 |
| VCIT | $1.961.037 | 0,71% | naik ×5 |
| DIS | $1.575.825 | 0,57% | naik ×6 |
| ECL | $1.404.194 | 0,51% | naik ×5 |
| BAC | $1.240.683 | 0,45% | naik ×5 |
| META | $1.193.048 | 0,43% | naik ×4 |
| DE | $1.048.547 | 0,38% | naik ×3 |
| TMO | $1.042.829 | 0,38% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| ROL | $1.076.892 | 25.800 | 0,39% |
| IBM | $676.310 | 2.405 | 0,24% |
| STX | $482.500 | 500 | 0,17% |
| INTC | $479.489 | 3.434 | 0,17% |
| Penerbit tidak dikenal (CUSIP: 438516205) | $343.910 | 1.536 | 0,12% |
| Penerbit tidak dikenal (CUSIP: 43849R105) | $333.168 | 1.507 | 0,12% |
| FSLR | $258.612 | 1.096 | 0,09% |
| CMI | $235.359 | 330 | 0,09% |
| WAT | $228.399 | 609 | 0,08% |
| ESML | $218.965 | 3.915 | 0,08% |
| QQQ | $201.777 | 274 | 0,07% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| IVV | Beli lebih banyak | +463 | +$2.8M |
| HEFA | Beli lebih banyak | +31K | +$2.1M |
| IAU | Dipangkas | -4K | -$2.0M |
| AMD | Beli lebih banyak | +208 | +$1.6M |
| SPY | Dipangkas | -407 | +$1.5M |
| EMXC | Beli lebih banyak | +2K | +$1.3M |
| NVDA | Beli lebih banyak | +2K | +$1.1M |
| VIG | Dipangkas | -172 | +$1.0M |
| AAPL | Beli lebih banyak | +72 | +$958K |
| IJH | Dipangkas | -1K | +$913K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| XOM | 30 Juni 2026 | 14.728 | $2.498.752 | 21,7% |
| ROL | 31 Maret 2026 | 25.800 | $1.548.516 | -31,6% |
| IBM | 31 Maret 2026 | 2.407 | $712.977 | -3,6% |
| HON | 30 Juni 2026 | 2.934 | $663.172 | -1,9% |
| ADBE | 31 Des. 2025 | 1.164 | $410.601 | -22,0% |
| FISV | 31 Des. 2025 | 2.627 | $338.699 | -23,3% |
| VTV | 31 Maret 2025 | 1.757 | $297.460 | Tidak lagi dilacak |
| IWF | 31 Maret 2025 | 728 | $292.350 | Tidak lagi dilacak |
| INTU | 30 Juni 2026 | 623 | $269.373 | 38,2% |
| VUG | 31 Maret 2025 | 631 | $258.988 | Tidak lagi dilacak |
| CLX | 30 Juni 2025 | 1.724 | $253.859 | -12,1% |
| AMGN | 30 Sep. 2025 | 888 | $247.938 | 54,5% |
| CMCSA | 31 Des. 2025 | 7.726 | $242.751 | -5,5% |
| USHY | 31 Des. 2025 | 6.265 | $236.692 | Tidak lagi dilacak |
| QCLN | 30 Sep. 2025 | 7.042 | $230.203 | |
| ELV | 31 Maret 2025 | 608 | $224.291 | -8,1% |
| DGRW | 30 Juni 2025 | 2.745 | $219.216 | |
| ADSK | 30 Juni 2026 | 901 | $215.699 | 27,1% |
| NVO | 30 Sep. 2025 | 3.084 | $212.858 | -15,8% |
| MKC | 30 Juni 2026 | 4.149 | $209.276 | 9,7% |
| SHY | 30 Juni 2025 | 2.505 | $207.239 | |
| IWP | 31 Des. 2025 | 1.450 | $206.495 | Tidak lagi dilacak |
| SUB | 30 Juni 2026 | 1.931 | $205.652 | Tidak lagi dilacak |
| CMCSA | 30 Juni 2026 | 7.105 | $203.985 | 7,8% |
| CB | 30 Juni 2025 | 673 | $203.239 | 18,6% |
| FSLR | 31 Maret 2026 | 776 | $202.714 | 8,9% |
| NUSC | 31 Maret 2025 | 4.797 | $200.908 | Tidak lagi dilacak |
| ABT | 31 Maret 2026 | 1.601 | $200.589 | 11,4% |
| F | 31 Maret 2025 | 11.467 | $113.523 | 43,1% |