Bigelow Investment Advisors, LLC quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Bigelow Investment Advisors, LLC opened 9 positions, added to 41, reduced 34, sold out of 6 and left 6 unchanged. The largest increase in value was AMD (+$1,616,783); the largest decrease was XOMXXXX (-$2,498,752).
- XOMXXXX: Country of operation —; Class COM; Shares 2026-03-31 14,728; Shares 2026-06-30 0.
- HONZZZZ: Country of operation —; Class COM; Shares 2026-03-31 2,934; Shares 2026-06-30 0.
- INTU: Country of operation United States; Class COM; Shares 2026-03-31 623; Shares 2026-06-30 0.
- ADSK: Country of operation United States; Class COM; Shares 2026-03-31 901; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1729516): 2026-03-31 (filed 2026-04-23) and 2026-06-30 (filed 2026-07-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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