Bigelow Investment Advisors, LLC
13F Reported Value
ⓘ$249.8M
Holdings
153
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Bigelow Investment Advisors, LLC disclosed 153 positions worth $249.8M in its Form 13F-HR for Q1 2026, followed by $SPY and $IAU. During the quarter the fund opened 5 new positions and exited 4 — including a new stake in $PWR and a full exit from $ROL. The portfolio is most concentrated in Other (56.5% of disclosed assets). All figures are sourced directly from Bigelow Investment Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1729516.
AI Fund Analysis
Stable
$SPY
$IAU
$IVZ
$BKNGSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
ISHARES TR
—Quality
$16.7M25,605 sh- —
Quality
$12.1M18,539 sh - —
Quality
$11.6M131,038 sh VANGUARD SPECIALIZED FUNDS
—Quality
$10.9M50,504 shISHARES TR
—Quality
$7.0M104,018 sh- 76.1
Quality
$6.7M26,337 sh ISHARES TR
—Quality
$6.0M140,130 shISHARES TR
—Quality
$4.9M93,852 shISHARES TR
—Quality
$4.9M39,480 shFIRST TR EXCHNG TRADED FD VI
—Quality
$4.9M143,986 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $16.7M | 25,605 |
| SPDR S&P 500 ETF TRUST$SPY | — | $12.1M | 18,539 |
| ISHARES GOLD TRUST$IAU | — | $11.6M | 131,038 |
| VANGUARD SPECIALIZED FUNDS | — | $10.9M | 50,504 |
| ISHARES TR | — | $7.0M | 104,018 |
 Apple Inc.$AAPL | 76.1 | $6.7M | 26,337 |
| ISHARES TR | — | $6.0M | 140,130 |
| ISHARES TR | — | $4.9M | 93,852 |
| ISHARES TR | — | $4.9M | 39,480 |
| FIRST TR EXCHNG TRADED FD VI | — | $4.9M | 143,986 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Bigelow Investment Advisors, LLC's 153 positions.
Showing top 10 of 153 holdings.
Sector Allocation
Other
$141.2M
Technology
$34.6M
Financials
$27.7M
Industrials
$11.8M
Consumer Discretionary
$10.5M
Healthcare
$9.4M
Consumer Staples
$4.1M
Communication Services
$3.8M
Full Holdings — Bigelow Investment Advisors, LLC (Q1 2026)
All 153 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $16.7M | 6.7% | -0% | — |
| 2 | $SPY | SPDR S&P 500 ETF TRUST | $12.1M | 4.8% | +3% | — |
| 3 | $IAU | ISHARES GOLD TRUST | $11.6M | 4.6% | -9% | — |
| 4 | — | VANGUARD SPECIALIZED FUNDS | $10.9M | 4.3% | -1% | — |
| 5 | — | ISHARES TR | $7.0M | 2.8% | +4% | — |
| 6 | $AAPL | Apple Inc. | $6.7M | 2.7% | -2% | 76.1 |
| 7 | — | ISHARES TR | $6.0M | 2.4% | +19% | — |
| 8 | — | ISHARES TR | $4.9M | 2.0% | +14% | — |
| 9 | — | ISHARES TR | $4.9M | 2.0% | -4% | — |
| 10 | — | FIRST TR EXCHNG TRADED FD VI | $4.9M | 1.9% | -12% | — |
| 11 | — | SCHWAB STRATEGIC TR | $4.8M | 1.9% | -2% | — |
| 12 | — | SCHWAB STRATEGIC TR | $4.6M | 1.8% | -2% | — |
| 13 | — | SCHWAB STRATEGIC TR | $4.5M | 1.8% | -8% | — |
| 14 |  $MSFT | MICROSOFT CORP | $4.1M | 1.6% | +0% | 83.7 |
| 15 | — | ISHARES TR | $4.0M | 1.6% | +13% | — |
| 16 |  $JNJ | JOHNSON & JOHNSON | $4.0M | 1.6% | -4% | 72.8 |
| 17 |  $NVDA | NVIDIA CORP | $3.8M | 1.5% | +0% | 90.2 |
| 18 |  $GOOG | Alphabet Inc. | $3.6M | 1.5% | -4% | 80.2 |
| 19 | — | ISHARES TR | $3.6M | 1.4% | +5% | — |
| 20 | — | ISHARES INC | $3.5M | 1.4% | +12% | — |
| 21 | — | ISHARES TR | $3.4M | 1.4% | +6% | — |
| 22 | $IVZ | Invesco Ltd. | $3.3M | 1.3% | +17% | — |
| 23 |  $JPM | JPMORGAN CHASE & CO | $3.1M | 1.2% | -1% | 35.6 |
| 24 |  $GOOGL | Alphabet Inc. | $3.1M | 1.2% | -2% | 80.2 |
| 25 |  $RTX | RTX Corp | $2.9M | 1.2% | -1% | 70 |
| 26 |  $AXP | AMERICAN EXPRESS CO | $2.5M | 1.0% | -1% | 73.2 |
| 27 |  $XOM | EXXON MOBIL CORP | $2.5M | 1.0% | +0% | 61.8 |
| 28 |  $AMZN | AMAZON COM INC | $2.4M | 0.9% | +5% | 74.6 |
| 29 | — | ISHARES TR | $2.3M | 0.9% | +4% | — |
| 30 | — | VANGUARD WORLD FD | $2.3M | 0.9% | -11% | — |
| 31 | — | FIRST TR EXCHANGE-TRADED FD | $2.3M | 0.9% | -8% | — |
| 32 | — | VANGUARD WHITEHALL FDS | $2.3M | 0.9% | +3% | — |
| 33 | — | VANGUARD TAX-MANAGED FDS | $2.1M | 0.9% | +0% | — |
| 34 | — | VANGUARD SCOTTSDALE FDS | $1.9M | 0.8% | +12% | — |
| 35 |  $NEE | NEXTERA ENERGY INC | $1.9M | 0.8% | -0% | 71.7 |
| 36 | — | ISHARES TR | $1.9M | 0.8% | +16% | — |
| 37 | — | ISHARES TR | $1.9M | 0.8% | -6% | — |
| 38 | — | SCHWAB STRATEGIC TR | $1.8M | 0.7% | -15% | — |
| 39 | — | SCHWAB STRATEGIC TR | $1.8M | 0.7% | +8% | — |
| 40 |  $TJX | TJX COMPANIES INC /DE/ | $1.7M | 0.7% | -2% | 70.7 |
| 41 |  $PG | PROCTER & GAMBLE Co | $1.7M | 0.7% | -1% | 72.9 |
| 42 | — | VANGUARD WORLD FD | $1.6M | 0.6% | -13% | — |
| 43 |  $DIS | Walt Disney Co | $1.6M | 0.6% | +2% | 68.9 |
| 44 |  $GD | GENERAL DYNAMICS CORP | $1.5M | 0.6% | +0% | 73 |
| 45 |  $CSCO | CISCO SYSTEMS, INC. | $1.5M | 0.6% | -6% | 72.3 |
| 46 | — | ISHARES INC | $1.5M | 0.6% | +10% | — |
| 47 | — | VANGUARD WORLD FD | $1.4M | 0.6% | -15% | — |
| 48 |  $PEP | PEPSICO INC | $1.4M | 0.6% | -1% | 62.7 |
| 49 | — | ISHARES TR | $1.4M | 0.5% | -13% | — |
| 50 |  $ECL | ECOLAB INC. | $1.3M | 0.5% | +4% | 64.3 |
| 51 | — | ISHARES TR | $1.2M | 0.5% | -40% | — |
| 52 |  $NFLX | NETFLIX INC | $1.2M | 0.5% | +10% | 86.7 |
| 53 | — | ISHARES TR | $1.2M | 0.5% | +2% | — |
| 54 |  $ETN | Eaton Corp plc | $1.2M | 0.5% | +4% | — |
| 55 |  $CAT | CATERPILLAR INC | $1.2M | 0.5% | -1% | 67.8 |
| 56 |  $V | VISA INC. | $1.2M | 0.5% | +0% | 83.5 |
| 57 |  $ANET | Arista Networks, Inc. | $1.1M | 0.5% | +3% | 86 |
| 58 |  $META | Meta Platforms, Inc. | $1.1M | 0.5% | +7% | 80.9 |
| 59 | — | SCHWAB STRATEGIC TR | $1.1M | 0.4% | +6% | — |
| 60 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.0M | 0.4% | +3% | 68.4 |
| 61 |  $DHR | DANAHER CORP /DE/ | $1.0M | 0.4% | +1% | 63.9 |
| 62 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $1.0M | 0.4% | +1% | 63.7 |
| 63 |  $HD | HOME DEPOT, INC. | $1.0M | 0.4% | +2% | 69.2 |
| 64 | — | VANGUARD WORLD FD | $1.0M | 0.4% | -9% | — |
| 65 |  $ORCL | ORACLE CORP | $987,402 | 0.4% | -11% | 67.2 |
| 66 |  $DUK | Duke Energy CORP | $986,240 | 0.4% | +2% | 64 |
| 67 |  $MDT | Medtronic plc | $963,981 | 0.4% | +1% | — |
| 68 |  $LOW | LOWES COMPANIES INC | $955,000 | 0.4% | +0% | 63.5 |
| 69 |  $DE | DEERE & CO | $917,052 | 0.4% | +3% | 57.4 |
| 70 | — | ISHARES TR | $887,693 | 0.4% | -5% | — |
| 71 | — | ISHARES TR | $885,230 | 0.3% | +13% | — |
| 72 |  $SBUX | STARBUCKS CORP | $859,706 | 0.3% | +2% | 54.6 |
| 73 | — | VANGUARD INTL EQUITY INDEX F | $838,856 | 0.3% | -7% | — |
| 74 |  $TXN | TEXAS INSTRUMENTS INC | $838,685 | 0.3% | -4% | 70.4 |
| 75 |  $MA | Mastercard Inc | $838,429 | 0.3% | +4% | 81.7 |
| 76 |  $VZ | VERIZON COMMUNICATIONS INC | $834,726 | 0.3% | +8% | 71.6 |
| 77 |  $BRK.B | BERKSHIRE HATHAWAY INC | $830,454 | 0.3% | -8% | 64.5 |
| 78 |  $COST | COSTCO WHOLESALE CORP /NEW | $821,058 | 0.3% | +0% | 67 |
| 79 |  $WMT | Walmart Inc. | $807,323 | 0.3% | +12% | 63.2 |
| 80 |  $AMD | ADVANCED MICRO DEVICES INC | $806,193 | 0.3% | -1% | 78.8 |
| 81 |  $AMAT | APPLIED MATERIALS INC /DE | $803,207 | 0.3% | -17% | 74.8 |
| 82 |  $CL | COLGATE PALMOLIVE CO | $792,383 | 0.3% | +1% | 72.4 |
| 83 | — | SCHWAB STRATEGIC TR | $790,595 | 0.3% | -8% | — |
| 84 |  $CME | CME GROUP INC. | $768,796 | 0.3% | +1% | 74.5 |
| 85 |  $IDXX | IDEXX LABORATORIES INC /DE | $768,666 | 0.3% | +2% | 73.6 |
| 86 |  $MRK | Merck & Co., Inc. | $746,159 | 0.3% | -8% | 70.9 |
| 87 | — | ISHARES TR | $715,905 | 0.3% | -1% | — |
| 88 |  $FDX | FEDEX CORP | $711,291 | 0.3% | -12% | 60.3 |
| 89 |  $GILD | GILEAD SCIENCES, INC. | $696,293 | 0.3% | -0% | 77.8 |
| 90 | — | VANGUARD WORLD FD | $680,059 | 0.3% | -16% | — |
| 91 |  $HON | HONEYWELL INTERNATIONAL INC | $663,172 | 0.3% | +5% | 65.7 |
| 92 |  $CSX | CSX CORP | $657,867 | 0.3% | -0% | 66.4 |
| 93 | — | ISHARES TR | $641,482 | 0.3% | -5% | — |
| 94 | — | ISHARES TR | $616,191 | 0.3% | -3% | — |
| 95 | — | SPDR SERIES TRUST | $610,988 | 0.2% | +66% | — |
| 96 |  $VRT | Vertiv Holdings Co | $606,153 | 0.2% | +13% | 82.7 |
| 97 |  $LLY | ELI LILLY & Co | $593,252 | 0.2% | +7% | 89.3 |
| 98 |  $GLD | SPDR GOLD TRUST | $587,776 | 0.2% | -11% | — |
| 99 |  $NKE | NIKE, Inc. | $585,034 | 0.2% | +4% | 53.4 |
| 100 |  $TT | Trane Technologies plc | $562,599 | 0.2% | +7% | — |
| 101 | — | ISHARES TR | $560,670 | 0.2% | -10% | — |
| 102 |  $UNH | UNITEDHEALTH GROUP INC | $558,768 | 0.2% | -10% | 66.8 |
| 103 |  $UPS | UNITED PARCEL SERVICE INC | $539,614 | 0.2% | -6% | 58.2 |
| 104 |  $GS | GOLDMAN SACHS GROUP INC | $538,050 | 0.2% | +11% | — |
| 105 |  $NSC | NORFOLK SOUTHERN CORP | $516,026 | 0.2% | -0% | 70.8 |
| 106 | — | SCHWAB STRATEGIC TR | $508,754 | 0.2% | -6% | — |
| 107 |  $SYY | SYSCO CORP | $507,442 | 0.2% | +4% | 58.4 |
| 108 | — | ISHARES TR | $498,345 | 0.2% | +1% | — |
| 109 | $BKNG | Booking Holdings Inc. | $496,818 | 0.2% | +5% | 55.3 |
| 110 | — | ISHARES TR | $494,899 | 0.2% | -18% | — |
| 111 | — | SCHWAB STRATEGIC TR | $474,033 | 0.2% | -10% | — |
| 112 |  $BDX | BECTON DICKINSON & CO | $439,930 | 0.2% | -1% | 50.7 |
| 113 | — | ISHARES TR | $434,578 | 0.2% | +3% | — |
| 114 | — | ISHARES TR | $419,585 | 0.2% | -7% | — |
| 115 |  $BX | Blackstone Inc. | $417,184 | 0.2% | -2% | 68 |
| 116 | — | SCHWAB STRATEGIC TR | $413,246 | 0.2% | -18% | — |
| 117 | — | VANGUARD WORLD FD | $404,678 | 0.2% | -19% | — |
| 118 | — | VANGUARD INDEX FDS | $387,810 | 0.2% | +0% | — |
| 119 |  $ADI | ANALOG DEVICES INC | $367,134 | 0.1% | -6% | 76.2 |
| 120 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $361,944 | 0.1% | +6% | — |
| 121 |  $MMM | 3M CO | $347,535 | 0.1% | +0% | 60.7 |
| 122 | — | ISHARES TR | $339,474 | 0.1% | -27% | — |
| 123 | — | SCHWAB STRATEGIC TR | $337,032 | 0.1% | -11% | — |
| 124 |  $MCD | MCDONALDS CORP | $336,275 | 0.1% | -0% | 73.9 |
| 125 | — | ISHARES TR | $327,231 | 0.1% | +0% | — |
| 126 | — | ISHARES TR | $319,223 | 0.1% | -98% | — |
| 127 |  $CRM | Salesforce, Inc. | $316,219 | 0.1% | -12% | 75.2 |
| 128 |  $MRVL | Marvell Technology, Inc. | $315,970 | 0.1% | +20% | 77.3 |
| 129 |  $PANW | Palo Alto Networks Inc | $311,983 | 0.1% | +2% | 66.5 |
| 130 |  $UBER | Uber Technologies, Inc | $308,004 | 0.1% | +8% | 79.3 |
| 131 |  $KEX | KIRBY CORP | $293,000 | 0.1% | -3% | 64.1 |
| 132 |  $PYPL | PayPal Holdings, Inc. | $283,999 | 0.1% | -16% | 70.5 |
| 133 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $271,683 | 0.1% | +0% | — |
| 134 |  $EA | ELECTRONIC ARTS INC. | $270,128 | 0.1% | -4% | 71.1 |
| 135 |  $INTU | INTUIT INC. | $269,373 | 0.1% | -3% | 82 |
| 136 |  $UNP | UNION PACIFIC CORP | $260,574 | 0.1% | +14% | 74 |
| 137 |  $PFE | PFIZER INC | $257,662 | 0.1% | -4% | 69 |
| 138 | — | ISHARES TR | $256,683 | 0.1% | -99% | — |
| 139 | — | ISHARES TR | $251,625 | 0.1% | -8% | — |
| 140 | — | VANGUARD SCOTTSDALE FDS | $250,335 | 0.1% | -5% | — |
| 141 |  $PWR | QUANTA SERVICES, INC. | $249,804 | 0.1% | NEW | 62.6 |
| 142 |  $ITW | ILLINOIS TOOL WORKS INC | $246,234 | 0.1% | +0% | 71.2 |
| 143 | — | ISHARES TR | $238,895 | 0.1% | +0% | — |
| 144 | — | EVERPURE INC | $231,083 | 0.1% | NEW | — |
| 145 |  $MU | MICRON TECHNOLOGY INC | $228,380 | 0.1% | NEW | 88.4 |
| 146 |  $ADSK | Autodesk, Inc. | $215,699 | 0.1% | -9% | 76.4 |
| 147 | — | ISHARES TR | $214,532 | 0.1% | +3% | — |
| 148 | — | ISHARES TR | $212,839 | 0.1% | -4% | — |
| 149 |  $CB | Chubb Ltd | $211,855 | 0.1% | +0% | — |
| 150 |  $MKC | MCCORMICK & CO INC | $209,276 | 0.1% | -10% | 73.7 |
| 151 |  $COF | CAPITAL ONE FINANCIAL CORP | $208,335 | 0.1% | NEW | 71 |
| 152 | — | ISHARES TR | $205,652 | 0.1% | -98% | — |
| 153 |  $CCZ | COMCAST CORP | $203,985 | 0.1% | NEW | 70.4 |
New Positions (5)
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