Bigelow Investment Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$249.8M
Q ending 2026-03-31
Prior quarter
$256.0M
Q ending 2025-12-31
Change
-2.4% QoQ · +18.7% YoY
Positions
153
reported holdings
Largest positions
Top 100 of 153 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $16.7M | 26K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $12.1M | 19K |
| Ishares Gold Tr | IAU | Shares | $11.6M | 131K |
| Vanguard Specialized Funds | VIG | Shares | $10.9M | 51K |
| Ishares Tr | IJH | Shares | $7.0M | 104K |
| Apple Inc | AAPL | Shares | $6.7M | 26K |
| Ishares Tr | HEFA | Shares | $6.0M | 140K |
| Ishares Tr | IGSB | Shares | $4.9M | 94K |
| Ishares Tr | IJR | Shares | $4.9M | 39K |
| First Tr Exchng Traded Fd Vi | BUFR | Shares | $4.9M | 144K |
| Schwab Strategic Tr | SCHO | Shares | $4.8M | 198K |
| Schwab Strategic Tr | SCHG | Shares | $4.6M | 158K |
| Schwab Strategic Tr | SCHX | Shares | $4.5M | 177K |
| Microsoft Corp | MSFT | Shares | $4.1M | 11K |
| Ishares Tr | MBB | Shares | $4.0M | 42K |
| Johnson & Johnson | JNJ | Shares | $4.0M | 16K |
| Nvidia Corporation | NVDA | Shares | $3.8M | 22K |
| Alphabet Inc | GOOGL | Shares | $3.6M | 13K |
| Ishares Tr | IEFA | Shares | $3.6M | 39K |
| Ishares Inc | EMXC | Shares | $3.5M | 44K |
| Ishares Tr | AGG | Shares | $3.4M | 35K |
| Invesco Exchange Traded Fd T | RSP | Shares | $3.3M | 17K |
| Jpmorgan Chase & Co | JPM | Shares | $3.1M | 11K |
| Alphabet Inc | GOOG | Shares | $3.1M | 11K |
| Rtx Corporation | RTX | Shares | $2.9M | 15K |
| American Express Co | AXP | Shares | $2.5M | 8K |
| Exxon Mobil Corp | XOM | Shares | $2.5M | 15K |
| Amazon Com Inc | AMZN | Shares | $2.4M | 11K |
| Ishares Tr | IGIB | Shares | $2.3M | 44K |
| Vanguard World Fd | VPU | Shares | $2.3M | 12K |
| First Tr Exchange-Traded Fd | LMBS | Shares | $2.3M | 46K |
| Vanguard Whitehall Fds | VYM | Shares | $2.3M | 15K |
| Vanguard Tax-Managed Fds | VEA | Shares | $2.1M | 33K |
| Vanguard Scottsdale Fds | VCIT | Shares | $1.9M | 23K |
| Nextera Energy Inc | NEE | Shares | $1.9M | 21K |
| Ishares Tr | GVI | Shares | $1.9M | 18K |
| Ishares Tr | FLOT | Shares | $1.9M | 37K |
| Schwab Strategic Tr | SCHB | Shares | $1.8M | 73K |
| Schwab Strategic Tr | SCHV | Shares | $1.8M | 60K |
| Tjx Cos Inc New | TJX | Shares | $1.7M | 11K |
| Procter & Gamble Co | PG | Shares | $1.7M | 11K |
| Vanguard World Fd | VFH | Shares | $1.6M | 13K |
| Disney Walt Co | DIS | Shares | $1.6M | 16K |
| General Dynamics Corp | GD | Shares | $1.5M | 4K |
| Cisco Sys Inc | CSCO | Shares | $1.5M | 19K |
| Ishares Inc | IEMG | Shares | $1.5M | 21K |
| Vanguard World Fd | VOX | Shares | $1.4M | 8K |
| Pepsico Inc | PEP | Shares | $1.4M | 9K |
| Ishares Tr | SUSA | Shares | $1.4M | 10K |
| Ecolab Inc | ECL | Shares | $1.3M | 5K |
| Ishares Tr | GNMA | Shares | $1.2M | 28K |
| Netflix Inc. | NFLX | Shares | $1.2M | 13K |
| Ishares Tr | QLTA | Shares | $1.2M | 25K |
| Eaton Corp Plc | Shares | $1.2M | 3K | |
| Caterpillar Inc | CAT | Shares | $1.2M | 2K |
| Visa Inc | V | Shares | $1.2M | 4K |
| Arista Networks Inc | ANET | Shares | $1.1M | 9K |
| Meta Platforms Inc | META | Shares | $1.1M | 2K |
| Schwab Strategic Tr | SCHP | Shares | $1.1M | 41K |
| Bank America Corp | BAC | Shares | $1.0M | 21K |
| Danaher Corp Del | DHR | Shares | $1.0M | 5K |
| Thermo Fisher Scientific Inc | TMO | Shares | $1.0M | 2K |
| Home Depot Inc | HD | Shares | $1.0M | 3K |
| Vanguard World Fd | VHT | Shares | $1.0M | 4K |
| Oracle Corp | ORCL | Shares | $987K | 7K |
| Duke Energy Corp New | DUK | Shares | $986K | 8K |
| Medtronic Plc | Shares | $964K | 11K | |
| Lowes Cos Inc | LOW | Shares | $955K | 4K |
| Deere & Co | DE | Shares | $917K | 2K |
| Ishares Tr | ESGU | Shares | $888K | 6K |
| Ishares Tr | IEI | Shares | $885K | 7K |
| Starbucks Corp | SBUX | Shares | $860K | 10K |
| Vanguard Intl Equity Index F | VWO | Shares | $839K | 16K |
| Texas Instrs Inc | TXN | Shares | $839K | 4K |
| Mastercard Incorporated | MA | Shares | $838K | 2K |
| Verizon Communications Inc | VZ | Shares | $835K | 17K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $830K | 2K |
| Costco Wholesale Corporation | COST | Shares | $821K | 824 |
| Walmart Inc | WMT | Shares | $807K | 6K |
| Advanced Micro Devices Inc | AMD | Shares | $806K | 4K |
| Applied Matls Inc | AMAT | Shares | $803K | 2K |
| Colgate Palmolive Co | CL | Shares | $792K | 9K |
| Schwab Strategic Tr | SCHM | Shares | $791K | 26K |
| Cme Group Inc | CME | Shares | $769K | 3K |
| Idexx Labs Inc | IDXX | Shares | $769K | 1K |
| Merck & Co Inc | MRK | Shares | $746K | 6K |
| Ishares Tr | TIP | Shares | $716K | 6K |
| Fedex Corp | FDX | Shares | $711K | 2K |
| Gilead Sciences Inc | GILD | Shares | $696K | 5K |
| Vanguard World Fd | VDC | Shares | $680K | 3K |
| Honeywell Intl Inc | HONGBP | Shares | $663K | 3K |
| Csx Corp | CSX | Shares | $658K | 16K |
| Ishares Tr | IYF | Shares | $641K | 5K |
| Ishares Tr | IWM | Shares | $616K | 2K |
| Spdr Series Trust | CWB | Shares | $611K | 7K |
| Vertiv Holdings Co | VRT | Shares | $606K | 2K |
| Eli Lilly & Co | LLY | Shares | $593K | 645 |
| Spdr Gold Tr | GLD | Shares | $588K | 1K |
| Nike Inc | NKE | Shares | $585K | 11K |
| Trane Technologies Plc | Shares | $563K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.