Bigelow Investment Advisors, LLC

CIK 0001729516 • 6 13F filings • Apr 21, 2025 – Jul 30, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $248.1M149 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$371K	0.1%Prev: 0.1%	2,390 SH	Decreased
ABBOTT LABS	COM	$241K	0.1%	1,803 SH	New
ADOBE INC	COM	$411K	0.2%	1,164 SH	New
ADVANCED MICRO DEVICES INC	COM	$651K	0.3%Prev: 0.9%	4,026 SH	Decreased-145 SH
ALPHABET INC	CAP STK CL A	$3.4M	1.4%Prev: 1.6%	14,101 SH	Decreased+1,644 SH
ALPHABET INC	CAP STK CL C	$2.7M	1.1%Prev: 1.3%	11,208 SH	Decreased+839 SH
AMAZON COM INC	COM	$2.4M	1.0%Prev: 1.0%	10,938 SH	Decreased-486 SH
AMERICAN EXPRESS CO	COM	$2.9M	1.2%Prev: 1.0%	8,679 SH	Increased+238 SH
ANALOG DEVICES INC	COM	$302K	0.1%Prev: 0.2%	1,229 SH	Decreased+103 SH
APPLE INC	COM	$7.0M	2.8%Prev: 2.8%	27,346 SH	Decreased+937 SH
APPLIED MATLS INC	COM	$748K	0.3%Prev: 0.5%	3,654 SH	Decreased+1,621 SH
ARISTA NETWORKS INC	COM SHS	$1.3M	0.5%Prev: 0.6%	8,864 SH	Decreased-373 SH
AUTODESK INC	COM	$401K	0.2%	1,262 SH	New
BANK AMERICA CORP	COM	$1.1M	0.4%	20,448 SH	New
BECTON DICKINSON & CO	COM	$555K	0.2%Prev: 0.2%	2,967 SH	Increased+83 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$943K	0.4%Prev: 0.3%	1,875 SH	Increased+217 SH
BLACKSTONE INC	COM	$657K	0.3%Prev: 0.2%	3,847 SH	Increased+39 SH
BOOKING HOLDINGS INC	COM	$594K	0.2%Prev: 0.2%	110 SH	Increased-3,021 SH
CATERPILLAR INC	COM	$818K	0.3%Prev: 0.6%	1,715 SH	Decreased+124 SH
CISCO SYS INC	COM	$1.4M	0.6%Prev: 0.8%	21,077 SH	Decreased+3,040 SH
CME GROUP INC	COM	$708K	0.3%Prev: 0.2%	2,619 SH	Increased+100 SH
COLGATE PALMOLIVE CO	COM	$758K	0.3%Prev: 0.3%	9,488 SH	Decreased-178 SH
COMCAST CORP NEW	CL A	$243K	0.1%	7,726 SH	New
COSTCO WHSL CORP NEW	COM	$734K	0.3%	793 SH	New
CSX CORP	COM	$573K	0.2%Prev: 0.3%	16,131 SH	Decreased+105 SH
DANAHER CORPORATION	COM	$1.1M	0.4%	5,377 SH	New
DEERE & CO	COM	$707K	0.3%Prev: 0.4%	1,547 SH	Decreased-106 SH
DISNEY WALT CO	COM	$1.8M	0.7%Prev: 0.6%	15,527 SH	Increased-845 SH
DUKE ENERGY CORP NEW	COM NEW	$901K	0.4%Prev: 0.3%	7,279 SH	Decreased-278 SH
EATON CORP PLC	SHS	$1.2M	0.5%Prev: 0.5%	3,147 SH	Decreased-206 SH
ECOLAB INC	COM	$1.3M	0.5%Prev: 0.5%	4,725 SH	Decreased-315 SH
ELECTRONIC ARTS INC	COM	$284K	0.1%Prev: 0.1%	1,407 SH	Increased+255 SH
ELI LILLY & CO	COM	$497K	0.2%Prev: 0.3%	652 SH	Decreased+13 SH
EXXON MOBIL CORP	COM	$1.6M	0.7%	14,353 SH	New
FEDEX CORP	COM	$528K	0.2%Prev: 0.2%	2,240 SH	Decreased+60 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$2.5M	1.0%Prev: 0.8%	50,749 SH	Increased+7,491 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$5.2M	2.1%	156,385 SH	New
FISERV INC	COM	$339K	0.1%	2,627 SH	New
GENERAL DYNAMICS CORP	COM	$1.5M	0.6%Prev: 0.6%	4,471 SH	Decreased-4 SH
GILEAD SCIENCES INC	COM	$557K	0.2%Prev: 0.2%	5,018 SH	Decreased+22 SH
GOLDMAN SACHS GROUP INC	COM	$399K	0.2%Prev: 0.2%	501 SH	Decreased-170 SH
HOME DEPOT INC	COM	$1.2M	0.5%Prev: 0.4%	3,051 SH	Increased+33 SH
HONEYWELL INTL INC	COM	$572K	0.2%Prev: 0.1%	2,716 SH	Increased+1,180 SH
IDEXX LABS INC	COM	$878K	0.4%Prev: 0.3%	1,375 SH	Increased+54 SH
ILLINOIS TOOL WKS INC	COM	$250K	0.1%Prev: 0.1%	957 SH	Decreased+11 SH
INTERNATIONAL BUSINESS MACHS	COM	$692K	0.3%Prev: 0.2%	2,451 SH	Increased+46 SH
INTUIT	COM	$422K	0.2%	618 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.7M	1.1%Prev: 1.4%	14,222 SH	Decreased-4,239 SH
ISHARES GOLD TR	ISHARES NEW	$10.4M	4.2%Prev: 3.5%	142,474 SH	Increased+15,570 SH
ISHARES INC	CORE MSCI EMKT	$1.1M	0.4%Prev: 0.6%	16,928 SH	Decreased-3,528 SH
ISHARES INC	ESG AWR MSCI EM	$256K	0.1%Prev: 0.1%	5,890 SH	Decreased-85 SH
ISHARES INC	MSCI EMRG CHN	$2.5M	1.0%Prev: 1.7%	37,453 SH	Decreased-8,897 SH
ISHARES TR	3 7 YR TREAS BD	$566K	0.2%Prev: 0.4%	4,732 SH	Decreased-4,003 SH
ISHARES TR	A RATE CP BD ETF	$1.0M	0.4%Prev: 0.4%	21,382 SH	Decreased-3,853 SH
ISHARES TR	BROAD USD HIGH	$237K	0.1%	6,265 SH	New
ISHARES TR	CONV BD ETF	$279K	0.1%Prev: 0.1%	2,788 SH	Decreased+94 SH
ISHARES TR	CORE INTL AGGR	$512K	0.2%Prev: 0.1%	9,996 SH	Increased+2,153 SH
ISHARES TR	CORE MSCI EAFE	$3.2M	1.3%Prev: 1.4%	36,830 SH	Decreased-2,141 SH
ISHARES TR	CORE S&P MCP ETF	$6.3M	2.5%Prev: 2.9%	96,790 SH	Decreased-6,145 SH
ISHARES TR	CORE S&P SCP ETF	$5.2M	2.1%Prev: 2.0%	43,550 SH	Decreased+6,417 SH
ISHARES TR	CORE S&P500 ETF	$16.4M	6.6%Prev: 7.1%	24,494 SH	Decreased-1,574 SH
ISHARES TR	CORE US AGGBD ET	$3.0M	1.2%Prev: 1.1%	30,020 SH	Decreased-1,985 SH
ISHARES TR	ESG AW MSCI EAFE	$480K	0.2%Prev: 0.2%	5,162 SH	Decreased-50 SH
ISHARES TR	ESG AWR MSCI USA	$1.0M	0.4%Prev: 0.4%	6,944 SH	Decreased+667 SH
ISHARES TR	ESG MSCI KLD 400	$685K	0.3%	5,435 SH	New
ISHARES TR	ESG OPTIMIZED	$1.7M	0.7%Prev: 0.6%	12,630 SH	Increased+2,632 SH
ISHARES TR	FLTG RATE NT ETF	$2.0M	0.8%Prev: 0.7%	38,707 SH	Increased+2,624 SH
ISHARES TR	GNMA BOND ETF	$2.4M	1.0%Prev: 0.4%	54,543 SH	Increased+29,132 SH
ISHARES TR	HDG MSCI EAFE	$4.1M	1.6%Prev: 2.9%	102,451 SH	Decreased-68,505 SH
ISHARES TR	INTRM GOV CR ETF	$1.5M	0.6%Prev: 0.7%	14,379 SH	Decreased-4,653 SH
ISHARES TR	ISHARES BIOTECH	$505K	0.2%Prev: 0.2%	3,498 SH	Increased+1,206 SH
ISHARES TR	ISHS 1-5YR INVS	$3.5M	1.4%Prev: 1.8%	66,853 SH	Decreased-30,577 SH
ISHARES TR	ISHS 5-10YR INVT	$2.2M	0.9%Prev: 0.9%	40,133 SH	Decreased-6,869 SH
ISHARES TR	MBS ETF	$3.2M	1.3%Prev: 1.4%	33,182 SH	Decreased-9,030 SH
ISHARES TR	MSCI EAFE ETF	$308K	0.1%Prev: 0.1%	3,295 SH	Decreased-69 SH
ISHARES TR	NATIONAL MUN ETF	$447K	0.2%Prev: 0.1%	4,199 SH	Increased+919 SH
ISHARES TR	RUS 1000 ETF	$263K	0.1%Prev: 0.1%	720 SH	Decreased+50 SH
ISHARES TR	RUS MD CP GR ETF	$206K	0.1%	1,450 SH	New
ISHARES TR	RUSSELL 2000 ETF	$695K	0.3%Prev: 0.3%	2,873 SH	Decreased+420 SH
ISHARES TR	TIPS BD ETF	$743K	0.3%Prev: 0.3%	6,682 SH	Increased+195 SH
ISHARES TR	TRS FLT RT BD	$484K	0.2%Prev: 0.1%	9,565 SH	Increased+3,010 SH
ISHARES TR	U.S. FINLS ETF	$723K	0.3%Prev: 0.2%	5,712 SH	Increased+335 SH
JOHNSON & JOHNSON	COM	$3.1M	1.3%Prev: 1.5%	16,870 SH	Decreased+445 SH
JPMORGAN CHASE & CO.	COM	$3.4M	1.4%	10,642 SH	New
LOWES COS INC	COM	$1.0M	0.4%Prev: 0.3%	4,078 SH	Increased-68 SH
MARVELL TECHNOLOGY INC	COM	$202K	0.1%Prev: 0.4%	2,405 SH	Decreased-916 SH
MASTERCARD INCORPORATED	CL A	$938K	0.4%Prev: 0.3%	1,649 SH	Increased+33 SH
MCCORMICK & CO INC	COM NON VTG	$320K	0.1%	4,784 SH	New
MCDONALDS CORP	COM	$330K	0.1%Prev: 0.1%	1,087 SH	Increased+5 SH
MEDTRONIC PLC	SHS	$1.1M	0.4%Prev: 0.3%	11,257 SH	Increased+603 SH
MERCK & CO INC	COM	$598K	0.2%Prev: 0.3%	7,122 SH	Decreased+1,113 SH
META PLATFORMS INC	CL A	$1.3M	0.5%Prev: 0.4%	1,704 SH	Increased-414 SH
MICROSOFT CORP	COM	$5.7M	2.3%Prev: 1.5%	11,069 SH	Increased-391 SH
NETFLIX INC	COM	$1.3M	0.5%	1,108 SH	New
NEXTERA ENERGY INC	COM	$1.7M	0.7%Prev: 0.7%	22,159 SH	Decreased+1,388 SH
NIKE INC	CL B	$802K	0.3%Prev: 0.2%	11,503 SH	Increased+1,200 SH
NORFOLK SOUTHN CORP	COM	$541K	0.2%Prev: 0.2%	1,802 SH	Decreased+22 SH
NVIDIA CORPORATION	COM	$4.3M	1.7%Prev: 1.7%	23,078 SH	Decreased-925 SH
ORACLE CORP	COM	$2.1M	0.9%Prev: 0.4%	7,601 SH	Increased+514 SH
PALO ALTO NETWORKS INC	COM	$350K	0.1%Prev: 0.2%	1,719 SH	Decreased-196 SH
PAYPAL HLDGS INC	COM	$536K	0.2%Prev: 0.1%	7,997 SH	Increased+2,560 SH
PEPSICO INC	COM	$1.3M	0.5%Prev: 0.4%	9,444 SH	Increased+587 SH
PFIZER INC	COM	$337K	0.1%Prev: 0.1%	13,223 SH	Increased+4,245 SH
PROCTER AND GAMBLE CO	COM	$1.8M	0.7%	11,931 SH	New
ROLLINS INC	COM	$1.5M	0.6%Prev: 0.4%	25,800 SH	Increased
RTX CORPORATION	COM	$2.6M	1.0%Prev: 1.0%	15,416 SH	Decreased+739 SH
SALESFORCE INC	COM	$454K	0.2%Prev: 0.1%	1,915 SH	Increased+208 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$366K	0.1%Prev: 0.1%	15,741 SH	Increased+2,997 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$4.2M	1.7%Prev: 1.8%	170,717 SH	Decreased-35,845 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$601K	0.2%Prev: 0.1%	25,602 SH	Increased+8,145 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$2.2M	0.9%Prev: 0.8%	87,238 SH	Increased+15,122 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$5.1M	2.0%Prev: 2.0%	158,860 SH	Decreased-2,566 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$1.7M	0.7%Prev: 0.8%	59,250 SH	Decreased-2,574 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$5.5M	2.2%Prev: 1.9%	209,170 SH	Increased+34,608 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$931K	0.4%Prev: 0.3%	31,396 SH	Increased+8,434 SH
SCHWAB STRATEGIC TR	US REIT ETF	$534K	0.2%Prev: 0.2%	24,744 SH	Increased+4,293 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$541K	0.2%Prev: 0.2%	19,373 SH	Increased+4,499 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$1.1M	0.4%Prev: 0.4%	39,614 SH	Decreased-5,615 SH
SPDR GOLD TR	GOLD SHS	$567K	0.2%Prev: 0.2%	1,595 SH	Increased+265 SH
SPDR S&P 500 ETF TR	TR UNIT	$12.5M	5.0%	18,731 SH	New
SPDR SERIES TRUST	BBG CONV SEC ETF	$366K	0.1%	4,044 SH	New
STARBUCKS CORP	COM	$808K	0.3%Prev: 0.4%	9,555 SH	Decreased-100 SH
SYSCO CORP	COM	$548K	0.2%Prev: 0.2%	6,658 SH	Decreased-1,004 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$260K	0.1%	930 SH	New
TEXAS INSTRS INC	COM	$947K	0.4%Prev: 0.5%	5,152 SH	Decreased+857 SH
THERMO FISHER SCIENTIFIC INC	COM	$971K	0.4%Prev: 0.4%	2,002 SH	Decreased-78 SH
TJX COS INC NEW	COM	$1.6M	0.6%Prev: 0.6%	10,937 SH	Decreased+146 SH
TRANE TECHNOLOGIES PLC	SHS	$522K	0.2%Prev: 0.2%	1,238 SH	Decreased-103 SH
UBER TECHNOLOGIES INC	COM	$361K	0.1%Prev: 0.1%	3,681 SH	Increased-1,100 SH
UNION PAC CORP	COM	$221K	0.1%Prev: 0.1%	936 SH	Decreased-159 SH
UNITED PARCEL SERVICE INC	CL B	$543K	0.2%	6,506 SH	New
UNITEDHEALTH GROUP INC	COM	$799K	0.3%Prev: 0.3%	2,315 SH	Decreased+303 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$397K	0.2%Prev: 0.2%	649 SH	Decreased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$972K	0.4%Prev: 0.3%	17,943 SH	Increased+2,700 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.7M	0.7%Prev: 0.7%	20,476 SH	Decreased-3,251 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$300K	0.1%Prev: 0.1%	3,753 SH	Increased+595 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$11.0M	4.4%Prev: 4.3%	50,987 SH	Decreased+655 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.0M	0.8%Prev: 0.9%	33,607 SH	Decreased+317 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.0M	0.8%Prev: 0.9%	14,272 SH	Decreased-1,901 SH
VANGUARD WORLD FD	COMM SRVC ETF	$1.7M	0.7%Prev: 0.5%	8,814 SH	Increased+1,328 SH
VANGUARD WORLD FD	CONSUM STP ETF	$693K	0.3%Prev: 0.3%	3,243 SH	Decreased-192 SH
VANGUARD WORLD FD	FINANCIALS ETF	$1.9M	0.8%Prev: 0.6%	14,306 SH	Increased+1,310 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$1.1M	0.4%Prev: 0.4%	4,204 SH	Increased+749 SH
VANGUARD WORLD FD	INF TECH ETF	$534K	0.2%Prev: 0.2%	715 SH	Increased-3,427 SH
VANGUARD WORLD FD	UTILITIES ETF	$2.3M	0.9%Prev: 0.8%	12,360 SH	Increased+1,325 SH
VERIZON COMMUNICATIONS INC	COM	$665K	0.3%Prev: 0.3%	15,126 SH	Decreased-2,290 SH
VERTIV HOLDINGS CO	COM CL A	$295K	0.1%Prev: 0.3%	1,957 SH	Decreased-503 SH
VISA INC	COM CL A	$1.3M	0.5%Prev: 0.5%	3,843 SH	Increased+136 SH
WALMART INC	COM	$558K	0.2%Prev: 0.3%	5,412 SH	Decreased-1,173 SH

Sold (vs prior filing)

BANK OF AMER CORP — $1.2M
CAPITAL ONE FINL CORP — $281K
CHUBB LIMITED — $221K
COSTCO WHOLESALE CORPORATION — $802K
CUMMINS INC — $235K
DANAHER CORP DEL — $1.0M
EVERPURE INC — $380K
FIRST SOLAR INC — $259K
FIRST TR EXCHNG TRADED FD VI — $4.7M
HONEYWELL AEROSPACE INC — $333K
INTEL CORP — $479K
INVESCO QQQ TR — $202K
ISHARES TR — $233K
ISHARES TR — $219K
ISHARES TR — $214K
ISHARES TR — $657K
ISHARES TR — $374K
ISHARES TR — $554K
JPMORGAN CHASE & CO — $3.5M
KIRBY CORP — $315K
… and 10 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0002085853-26-001150	—	View
Jan 28, 2026	Q4 2025	13F-HR	0002085853-26-000130	$256.0M	View
Oct 22, 2025