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Livermore
Livermore
ZHEN

Bigelow Investment Advisors, LLC

SEC CIK
0001729516
Latest filing
Jul 30, 2026

The latest 13F from Bigelow Investment Advisors, LLC covers Q2 2026 (filed Jul 30, 2026): 157 long positions worth $276.2M. The top 10 holdings make up 34.1% of the portfolio, and the largest is iShares Core S&P 500 ETF at 7.1%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
11
Est. +$4.54M
Added
62
Est. +$6.15M
Reduced
70
Est. −$4.40M
Sold out
7
Est. −$4.27M

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Core S&P 500 ETF464287200
    7.1%$19.5M
  2. SPYSPDR S&P 500 ETF Trust
    4.9%$13.5MHistory
  3. Vanguard Dividend Appreciation ETF921908844
    4.3%$11.9M
  4. IAUiShares Gold Trust
    3.5%$9.58MHistory
  5. iShares Tr46434V803
    2.9%$8.02M

Share of portfolio

Top 5 holdings and the other 152 positions, by share of portfolio value

  1. iShares Core S&P 500 ETF7.1%
  2. SPY4.9%
  3. Vanguard Dividend Appreciation ETF4.3%
  4. IAU3.5%
  5. iShares Tr2.9%
  6. Other 152 positions77.3%

Biggest buys

New and added positions, by estimated amount bought

  1. iShares Tr46434V803
    +$1.45MAdded
  2. ROLRollins Inc
    +$1.08MNewHistory
  3. IBMInternational Business Machines Corp
    +$676.3KNewHistory
  4. NVDANVIDIA Corp
    +$499.0KAddedHistory
  5. STXSeagate Technology Holdings plc
    +$482.5KNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. AMDAdvanced Micro Devices Inc
    +0.55 pp0.3% → 0.9%History
  2. iShares Tr46434V803
    +0.52 pp2.4% → 2.9%
  3. ROLRollins Inc
    +0.39 pp0.0% → 0.4%History
  4. iShares Core S&P 500 ETF464287200
    +0.37 pp6.7% → 7.1%
  5. iShares Inc46434G764
    +0.32 pp1.4% → 1.7%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. XOMExxonMobil Holdings Corp
    −$2.50MSold outHistory
  2. HONHoneywell International Inc
    −$663.2KSold outHistory
  3. First Tr Exchng Traded FD VI33740F755
    −$523.4KReduced
  4. iShares Core S&P Small Cap ETF464287804
    −$348.1KReduced
  5. IAUiShares Gold Trust
    −$312.2KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. IAUiShares Gold Trust
    −1.16 pp4.6% → 3.5%History
  2. XOMExxonMobil Holdings Corp
    −1.00 pp1.0% → 0.0%History
  3. HONHoneywell International Inc
    −0.27 pp0.3% → 0.0%History
  4. First Tr Exchng Traded FD VI33740F755
    −0.23 pp1.9% → 1.7%
  5. iShares Core U.S. Aggregate Bond ETF464287226
    −0.23 pp1.4% → 1.1%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$276.2M
+$26.4M (+10.6%) vs. prior quarter
Positions
157
+4 vs. prior quarter
Top 10 concentration
34.1%
Top 10 as share of value
Turnover
3.3%
Q2 2026, one quarter
Average holding period
19.2 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $276.2M (Q2 2026)

Q1 2021: $197.3MQ2 2021: $206.2MQ3 2021: $203.0MQ4 2021: $220.0MQ1 2022: $214.1MQ2 2022: $181.9MQ3 2022: $167.6MQ4 2022: $172.3MQ1 2023: $173.7MQ2 2023: $183.0MQ3 2023: $174.2MQ4 2023: $184.9MQ1 2024: $203.4MQ2 2024: $209.5MQ3 2024: $224.3MQ4 2024: $213.1MQ1 2025: $210.5MQ2 2025: $226.9MQ3 2025: $248.1MQ4 2025: $256.0MQ1 2026: $249.8MQ2 2026: $276.2M
Q1 2021Q2 2026
13F filings of Bigelow Investment Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 30, 2026157$276.2MiShares Core S&P 500 ETFSPYVanguard Dividend Appreciation ETFvs. Q1 2026SEC
Q1 2026Apr 23, 2026153$249.8MiShares Core S&P 500 ETFSPYIAUvs. Q4 2025SEC
Q4 2025Jan 28, 2026149$256.0MiShares Core S&P 500 ETFSPYIAUvs. Q3 2025SEC
Q3 2025Oct 22, 2025149$248.1MiShares Core S&P 500 ETFSPYVanguard Dividend Appreciation ETFvs. Q2 2025SEC
Q2 2025Jul 10, 2025147$226.9MiShares Core S&P 500 ETFSPYVanguard Dividend Appreciation ETFvs. Q1 2025SEC
Q1 2025Apr 21, 2025146$210.5MiShares Core S&P 500 ETFSPYVanguard Dividend Appreciation ETFvs. Q4 2024SEC
Q4 2024Jan 31, 2025146$213.1MiShares Core S&P 500 ETFSPYVanguard Dividend Appreciation ETFvs. Q3 2024SEC
Q3 2024Oct 18, 2024155$224.3MSPYiShares Core S&P 500 ETFVanguard Dividend Appreciation ETFvs. Q2 2024SEC
Q2 2024Oct 15, 2024Amended152$209.5MSPYiShares Core S&P 500 ETFVanguard Dividend Appreciation ETFvs. Q1 2024SEC
Q1 2024May 8, 2024153$203.4MSPYiShares Core S&P 500 ETFVanguard Dividend Appreciation ETFvs. Q4 2023SEC
Q4 2023Jan 31, 2024150$184.9MSPYiShares Core S&P 500 ETFVanguard Dividend Appreciation ETFvs. Q3 2023SEC
Q3 2023Oct 31, 2023146$174.2MSPYiShares Core S&P 500 ETFVanguard Dividend Appreciation ETFvs. Q2 2023SEC
Q2 2023Jul 25, 2023147$183.0MSPYiShares Core S&P 500 ETFVanguard Dividend Appreciation ETFvs. Q1 2023SEC
Q1 2023May 9, 2023147$173.7MSPYiShares Core S&P 500 ETFVanguard Dividend Appreciation ETFvs. Q4 2022SEC
Q4 2022Jan 26, 2023145$172.3MSPYiShares Core S&P 500 ETFVanguard Dividend Appreciation ETFvs. Q3 2022SEC
Q3 2022Nov 10, 2022138$167.6MSPYiShares Core S&P 500 ETFVanguard Dividend Appreciation ETFvs. Q2 2022SEC
Q2 2022Jul 18, 2022141$181.9MSPYiShares Core S&P 500 ETFiShares Trvs. Q1 2022SEC
Q1 2022Apr 29, 2022149$214.1MSPYiShares Core S&P 500 ETFiShares Trvs. Q4 2021SEC
Q4 2021Feb 11, 2022143$220.0MSPYiShares TrSchwab Strategic Trvs. Q3 2021SEC
Q3 2021Nov 4, 2021139$203.0MSPYiShares TrSchwab US Aggregate Bond ETFvs. Q2 2021SEC
Q2 2021Aug 9, 2021142$206.2MSPYSchwab US Aggregate Bond ETFiShares Trvs. Q1 2021SEC
Q1 2021May 6, 2021138$197.3MSPYSchwab US Aggregate Bond ETFiShares Tr–SEC