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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 $249,797,953
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 25,605 $16,725,596 6.7%
2.
Spdr S & P 500 Etf Trust
 SPY 18,539 $12,056,342 4.83%
3.
Ishares Trust
 IAU 131,038 $11,552,310 4.62%
4.
Vanguard Specialized Funds - DIV APP ETF
 50,504 $10,861,390 4.35%
5.
Ishares Trust
 IEF 104,018 $7,024,336 2.81%
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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