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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 $276,228,695
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 26,068 $19,522,241 7.07%
2.
Spdr S & P 500 Etf Trust
 SPY 18,132 $13,540,372 4.9%
3.
Vanguard Specialized Funds - DIV APP ETF
 50,332 $11,909,558 4.31%
4.
Ishares Trust
 IAU 126,904 $9,582,521 3.47%
5.
Ishares Tr - HDG MSCI EAFE
 170,956 $8,022,099 2.9%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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