Bigelow Investment Advisors, LLC
13F Reported Value
ⓘ$276.2M
Holdings
157
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Bigelow Investment Advisors, LLC disclosed 157 positions worth $276.2M in its Form 13F-HR for Q2 2026, followed by $SPY. During the quarter the fund opened 10 new positions and exited 6 — including a new stake in $ROL and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (56.8% 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 — Q2 2026
Click any card to unlockTop Holdings
ISHARES TR - CORE S&P500 ETF
—Quality
$19.5M26,068 sh- —
Quality
$13.5M18,132 sh VANGUARD SPECIALIZED FUNDS - DIV APP ETF
—Quality
$11.9M50,332 sh- —
Quality
$9.6M126,904 sh ISHARES TR - HDG MSCI EAFE
—Quality
$8.0M170,956 shISHARES TR - CORE S&P MCP ETF
—Quality
$7.9M102,935 sh- 76.4
Quality
$7.6M26,409 sh ISHARES TR - CORE S&P SCP ETF
—Quality
$5.5M37,133 shSCHWAB STRATEGIC TR - US LCAP GR ETF
—Quality
$5.5M161,426 shSCHWAB STRATEGIC TR - US LRG CAP ETF
—Quality
$5.1M174,562 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $19.5M | 26,068 |
| SPDR S&P 500 ETF TRUST$SPY | — | $13.5M | 18,132 |
| VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $11.9M | 50,332 |
| ISHARES GOLD TRUST$IAU | — | $9.6M | 126,904 |
| ISHARES TR - HDG MSCI EAFE | — | $8.0M | 170,956 |
| ISHARES TR - CORE S&P MCP ETF | — | $7.9M | 102,935 |
 Apple Inc.$AAPL | 76.4 | $7.6M | 26,409 |
| ISHARES TR - CORE S&P SCP ETF | — | $5.5M | 37,133 |
| SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $5.5M | 161,426 |
| SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $5.1M | 174,562 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Bigelow Investment Advisors, LLC's 157 positions.
Showing top 10 of 157 holdings.
Sector Allocation
Other
$156.8M
Technology
$45.3M
Financials
$27.3M
Industrials
$15.0M
Consumer Discretionary
$10.8M
Healthcare
$9.7M
Consumer Staples
$3.8M
Communication Services
$3.3M
Top Holdings — Bigelow Investment Advisors, LLC (Q2 2026)
Top 150 of 157 disclosed positions (by reported value) 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 - CORE S&P500 ETF | $19.5M | 7.1% | +2% | — |
| 2 | $SPY | SPDR S&P 500 ETF TRUST | $13.5M | 4.9% | -2% | — |
| 3 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $11.9M | 4.3% | -0% | — |
| 4 | $IAU | ISHARES GOLD TRUST | $9.6M | 3.5% | -3% | — |
| 5 | — | ISHARES TR - HDG MSCI EAFE | $8.0M | 2.9% | +22% | — |
| 6 | — | ISHARES TR - CORE S&P MCP ETF | $7.9M | 2.9% | -1% | — |
| 7 | $AAPL | Apple Inc. | $7.6M | 2.8% | +0% | 76.4 |
| 8 | — | ISHARES TR - CORE S&P SCP ETF | $5.5M | 2.0% | -6% | — |
| 9 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $5.5M | 2.0% | +2% | — |
| 10 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $5.1M | 1.9% | -1% | — |
| 11 | — | ISHARES TR - ISHS 1-5YR INVS | $5.1M | 1.9% | +4% | — |
| 12 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $5.0M | 1.8% | +4% | — |
| 13 |  $NVDA | NVIDIA CORP | $4.8M | 1.7% | +12% | 85.9 |
| 14 | — | ISHARES INC - MSCI EMRG CHN | $4.7M | 1.7% | +5% | — |
| 15 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $4.7M | 1.7% | -10% | — |
| 16 |  $GOOG | Alphabet Inc. | $4.5M | 1.6% | -2% | 78.2 |
| 17 |  $MSFT | MICROSOFT CORP | $4.3M | 1.6% | +3% | 79.8 |
| 18 |  $JNJ | JOHNSON & JOHNSON | $4.2M | 1.5% | +1% | 69 |
| 19 | — | ISHARES TR - MBS ETF | $4.0M | 1.4% | -0% | — |
| 20 | $IVZ | Invesco Ltd. | $3.9M | 1.4% | +7% | — |
| 21 | — | ISHARES TR - CORE MSCI EAFE | $3.8M | 1.4% | -1% | — |
| 22 |  $GOOGL | Alphabet Inc. | $3.7M | 1.3% | -4% | 78.2 |
| 23 |  $JPM | JPMORGAN CHASE & CO | $3.5M | 1.3% | +1% | 70.7 |
| 24 | — | ISHARES TR - CORE US AGGBD ET | $3.2M | 1.1% | -8% | — |
| 25 |  $AXP | AMERICAN EXPRESS CO | $2.9M | 1.0% | +0% | 69.4 |
| 26 |  $RTX | RTX Corp | $2.8M | 1.0% | -2% | 73.2 |
| 27 |  $AMZN | AMAZON COM INC | $2.7M | 1.0% | -0% | 68.7 |
| 28 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $2.6M | 0.9% | +6% | — |
| 29 | — | ISHARES TR - ISHS 5-10YR INVT | $2.5M | 0.9% | +8% | — |
| 30 |  $AMD | ADVANCED MICRO DEVICES INC | $2.4M | 0.9% | +5% | 79.8 |
| 31 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $2.4M | 0.9% | -0% | — |
| 32 | — | VANGUARD WORLD FD - UTILITIES ETF | $2.2M | 0.8% | -6% | — |
| 33 | — | FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT | $2.2M | 0.8% | -5% | — |
| 34 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $2.2M | 0.8% | +3% | — |
| 35 |  $CSCO | CISCO SYSTEMS, INC. | $2.1M | 0.8% | -4% | 70.3 |
| 36 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $2.1M | 0.8% | -1% | — |
| 37 | — | ISHARES TR - INTRM GOV CR ETF | $2.0M | 0.7% | +8% | — |
| 38 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $2.0M | 0.7% | +1% | — |
| 39 | — | ISHARES TR - FLTG RATE NT ETF | $1.8M | 0.7% | -1% | — |
| 40 |  $NEE | NEXTERA ENERGY INC | $1.8M | 0.7% | +1% | 64.6 |
| 41 | — | VANGUARD WORLD FD - FINANCIALS ETF | $1.7M | 0.6% | -2% | — |
| 42 |  $PG | PROCTER & GAMBLE Co | $1.7M | 0.6% | +1% | 64.6 |
| 43 | — | ISHARES INC - CORE MSCI EMKT | $1.7M | 0.6% | -2% | — |
| 44 |  $CAT | CATERPILLAR INC | $1.7M | 0.6% | -4% | 66.5 |
| 45 |  $TJX | TJX COMPANIES INC /DE/ | $1.6M | 0.6% | -0% | 68.7 |
| 46 |  $GD | GENERAL DYNAMICS CORP | $1.6M | 0.6% | +0% | 68.7 |
| 47 |  $DIS | Walt Disney Co | $1.6M | 0.6% | +1% | 60.1 |
| 48 |  $ANET | Arista Networks, Inc. | $1.6M | 0.6% | -0% | 81.9 |
| 49 | — | ISHARES TR - ESG OPTIMIZED | $1.5M | 0.6% | -2% | — |
| 50 |  $AMAT | APPLIED MATERIALS INC /DE | $1.5M | 0.5% | -13% | 72.3 |
| 51 |  $ETN | Eaton Corp plc | $1.4M | 0.5% | +2% | — |
| 52 |  $ECL | ECOLAB INC. | $1.4M | 0.5% | +1% | 63.3 |
| 53 | — | VANGUARD WORLD FD - COMM SRVC ETF | $1.4M | 0.5% | -4% | — |
| 54 |  $TXN | TEXAS INSTRUMENTS INC | $1.3M | 0.5% | -1% | 73.4 |
| 55 |  $V | VISA INC. | $1.3M | 0.5% | -3% | 82.9 |
| 56 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.2M | 0.5% | +2% | 67.6 |
| 57 |  $PEP | PEPSICO INC | $1.2M | 0.4% | -2% | 63.4 |
| 58 | — | ISHARES TR - A RATE CP BD ETF | $1.2M | 0.4% | -0% | — |
| 59 | — | SCHWAB STRATEGIC TR - US TIPS ETF | $1.2M | 0.4% | +10% | — |
| 60 |  $META | Meta Platforms, Inc. | $1.2M | 0.4% | +7% | 79.6 |
| 61 | — | ISHARES TR - GNMA BOND ETF | $1.1M | 0.4% | -9% | — |
| 62 | — | SPDR SERIES TRUST - ST STR CONV ETF | $1.1M | 0.4% | +53% | — |
| 63 |  $ROL | ROLLINS INC | $1.1M | 0.4% | NEW | 65 |
| 64 |  $HD | HOME DEPOT, INC. | $1.1M | 0.4% | -2% | 60.3 |
| 65 |  $DE | DEERE & CO | $1.0M | 0.4% | +2% | 55.4 |
| 66 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $1.0M | 0.4% | +1% | 65.1 |
| 67 |  $ORCL | ORACLE CORP | $1.0M | 0.4% | +6% | 66.2 |
| 68 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $1.0M | 0.4% | -7% | — |
| 69 | — | ISHARES TR - ESG AWR MSCI USA | $1.0M | 0.4% | +0% | — |
| 70 | — | ISHARES TR - 3 7 YR TREAS BD | $1.0M | 0.4% | +17% | — |
| 71 |  $DHR | DANAHER CORP /DE/ | $1.0M | 0.4% | -2% | 64.8 |
| 72 |  $MRVL | Marvell Technology, Inc. | $989,293 | 0.4% | +4% | 76.5 |
| 73 |  $SBUX | STARBUCKS CORP | $986,644 | 0.4% | +1% | 58.2 |
| 74 |  $NFLX | NETFLIX INC | $959,045 | 0.3% | +5% | 78.8 |
| 75 |  $DUK | Duke Energy CORP | $956,565 | 0.3% | +0% | 56.4 |
| 76 |  $MU | MICRON TECHNOLOGY INC | $915,352 | 0.3% | +17% | 86.2 |
| 77 |  $LOW | LOWES COMPANIES INC | $914,195 | 0.3% | +3% | 60.8 |
| 78 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $909,855 | 0.3% | -2% | — |
| 79 |  $CL | COLGATE PALMOLIVE CO | $886,179 | 0.3% | +4% | 61.3 |
| 80 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $846,609 | 0.3% | -10% | — |
| 81 |  $UNH | UNITEDHEALTH GROUP INC | $836,248 | 0.3% | -3% | 62.7 |
| 82 |  $MDT | Medtronic plc | $833,462 | 0.3% | -4% | 68.7 |
| 83 |  $MA | Mastercard Inc | $829,978 | 0.3% | -4% | 85.1 |
| 84 |  $BRK.B | BERKSHIRE HATHAWAY INC | $829,647 | 0.3% | -4% | 73.8 |
| 85 |  $VRT | Vertiv Holdings Co | $823,657 | 0.3% | +2% | 81 |
| 86 |  $COST | COSTCO WHOLESALE CORP /NEW | $801,698 | 0.3% | +4% | 66.2 |
| 87 | — | VANGUARD WORLD FD - CONSUM STP ETF | $774,558 | 0.3% | +13% | — |
| 88 |  $MRK | Merck & Co., Inc. | $772,157 | 0.3% | -3% | 59.9 |
| 89 |  $LLY | ELI LILLY & Co | $766,436 | 0.3% | -1% | 87.5 |
| 90 |  $CSX | CSX CORP | $761,716 | 0.3% | +0% | 65.2 |
| 91 |  $WMT | Walmart Inc. | $745,817 | 0.3% | +1% | 60.2 |
| 92 |  $VZ | VERIZON COMMUNICATIONS INC | $737,393 | 0.3% | +5% | 65.8 |
| 93 | — | ISHARES TR - RUSSELL 2000 ETF | $736,987 | 0.3% | -1% | — |
| 94 | — | ISHARES TR - TIPS BD ETF | $709,872 | 0.3% | +0% | — |
| 95 |  $IDXX | IDEXX LABORATORIES INC /DE | $695,427 | 0.3% | -3% | 73.8 |
| 96 | — | ISHARES TR - U.S. FINLS ETF | $685,621 | 0.3% | -1% | — |
| 97 |  $FDX | FEDEX CORP | $682,623 | 0.3% | +9% | 60.3 |
| 98 |  $GS | GOLDMAN SACHS GROUP INC | $678,629 | 0.3% | +6% | 73.5 |
| 99 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $676,310 | 0.2% | NEW | 70 |
| 100 |  $TT | Trane Technologies plc | $658,646 | 0.2% | -1% | — |
| 101 | — | ISHARES TR - ESG MSCI KLD ETF | $657,041 | 0.2% | -0% | — |
| 102 |  $PANW | Palo Alto Networks Inc | $653,053 | 0.2% | -2% | 65.5 |
| 103 |  $SYY | SYSCO CORP | $640,390 | 0.2% | +8% | 54.7 |
| 104 |  $GILD | GILEAD SCIENCES, INC. | $631,195 | 0.2% | +0% | 57.4 |
| 105 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $578,815 | 0.2% | +13% | — |
| 106 |  $UPS | UNITED PARCEL SERVICE INC | $569,643 | 0.2% | -3% | 58.6 |
| 107 |  $NSC | NORFOLK SOUTHERN CORP | $559,970 | 0.2% | -1% | 63.2 |
| 108 | $BKNG | Booking Holdings Inc. | $558,069 | 0.2% | +2553% | 58.5 |
| 109 |  $CME | CME GROUP INC. | $556,271 | 0.2% | -3% | 69.5 |
| 110 | — | ISHARES TR - ISHARES SEMICDTR | $553,617 | 0.2% | +11% | — |
| 111 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $537,398 | 0.2% | -9% | — |
| 112 | — | ISHARES TR - ESG AW MSCI EAFE | $535,817 | 0.2% | +0% | — |
| 113 | — | VANGUARD WORLD FD - INF TECH ETF | $495,052 | 0.2% | +614% | — |
| 114 |  $GLD | SPDR GOLD TRUST | $489,945 | 0.2% | -3% | — |
| 115 | — | SCHWAB STRATEGIC TR - US REIT ETF | $484,280 | 0.2% | -14% | — |
| 116 |  $STX | Seagate Technology Holdings plc | $482,500 | 0.2% | NEW | — |
| 117 |  $INTC | INTEL CORP | $479,489 | 0.2% | NEW | 45.6 |
| 118 |  $BX | Blackstone Inc. | $448,087 | 0.2% | +5% | 74.4 |
| 119 |  $ADI | ANALOG DEVICES INC | $447,213 | 0.2% | -2% | 79.2 |
| 120 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $445,740 | 0.2% | +0% | — |
| 121 |  $BDX | BECTON DICKINSON & CO | $436,436 | 0.2% | +3% | 59 |
| 122 | — | ISHARES TR - ISHARES BIOTECH | $435,915 | 0.2% | -22% | — |
| 123 |  $NKE | NIKE, Inc. | $422,938 | 0.1% | -7% | 49.3 |
| 124 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | $403,780 | 0.1% | -2% | — |
| 125 | — | ISHARES TR - CORE INTL AGGR | $396,856 | 0.1% | -6% | — |
| 126 |  $MMM | 3M CO | $386,965 | 0.1% | -0% | 64.9 |
| 127 | — | EVERPURE INC - CL A | $380,004 | 0.1% | +23% | — |
| 128 |  $PWR | QUANTA SERVICES, INC. | $373,701 | 0.1% | +14% | 72.1 |
| 129 | — | ISHARES TR - ESG MSCI LEADR | $373,587 | 0.1% | +0% | — |
| 130 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $353,020 | 0.1% | -6% | — |
| 131 | — | ISHARES TR - NATIONAL MUN ETF | $352,994 | 0.1% | -20% | — |
| 132 | — | ISHARES TR - MSCI EAFE ETF | $349,452 | 0.1% | -0% | — |
| 133 |  $UBER | Uber Technologies, Inc | $344,997 | 0.1% | +12% | 73.5 |
| 134 |  $HON | HONEYWELL INTERNATIONAL INC | $343,910 | 0.1% | -48% | 65 |
| 135 |  $HONA | Honeywell Aerospace Inc. | $333,168 | 0.1% | NEW | — |
| 136 | — | ISHARES TR - TRS FLT RT BD | $331,880 | 0.1% | -2% | — |
| 137 | — | ISHARES TR - CONV BD ETF | $327,968 | 0.1% | +9% | — |
| 138 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $326,773 | 0.1% | +0% | — |
| 139 |  $KEX | KIRBY CORP | $314,907 | 0.1% | +5% | 63.8 |
| 140 |  $UNP | UNION PACIFIC CORP | $297,840 | 0.1% | +2% | 69.7 |
| 141 |  $MCD | MCDONALDS CORP | $292,475 | 0.1% | +0% | 69 |
| 142 |  $COF | CAPITAL ONE FINANCIAL CORP | $281,269 | 0.1% | +23% | 62.4 |
| 143 | — | ISHARES TR - RUS 1000 ETF | $274,365 | 0.1% | +0% | — |
| 144 |  $CRM | Salesforce, Inc. | $267,419 | 0.1% | +1% | 77 |
| 145 |  $FSLR | FIRST SOLAR, INC. | $258,612 | 0.1% | NEW | 79.2 |
| 146 |  $ITW | ILLINOIS TOOL WORKS INC | $255,865 | 0.1% | +0% | 63.6 |
| 147 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $249,577 | 0.1% | +0% | — |
| 148 |  $EA | ELECTRONIC ARTS INC. | $236,206 | 0.1% | -13% | 62.9 |
| 149 |  $CMI | CUMMINS INC | $235,359 | 0.1% | NEW | 58.1 |
| 150 |  $PYPL | PayPal Holdings, Inc. | $234,770 | 0.1% | -13% | 64.1 |
New Positions (10)
$ROL ROLLINS INC$1.1M$IBM INTERNATIONAL BUSINESS MACHINES CORP$676,310$STX Seagate Technology Holdings plc$482,500$INTC INTEL CORP$479,489$HONA Honeywell Aerospace Inc.$333,168$FSLR FIRST SOLAR, INC.$258,612$CMI CUMMINS INC$235,359
$WAT WATERS CORP /DE/$228,399
$QQQ INVESCO QQQ TRUST, SERIES 1$201,777Exited Positions (6)
$XOM.R34088 EXXON MOBIL CORP
$INTU INTUIT INC.
$ADSK Autodesk, Inc.
$MKC MCCORMICK & CO INC
$CCZ COMCAST CORPBrowse Top Institutional Investors
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