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: $276.2M157 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$387K	0.1%Prev: 0.2%	2,390 SH	Increased
ADVANCED MICRO DEVICES INC	COM	$2.4M	0.9%Prev: 0.2%	4,171 SH	Increased+181 SH
ALPHABET INC	CAP STK CL A	$4.5M	1.6%Prev: 1.1%	12,457 SH	Increased-1,391 SH
ALPHABET INC	CAP STK CL C	$3.7M	1.3%Prev: 0.9%	10,369 SH	Increased-1,297 SH
AMAZON COM INC	COM	$2.7M	1.0%Prev: 1.1%	11,424 SH	Increased+125 SH
AMERICAN EXPRESS CO	COM	$2.9M	1.0%Prev: 1.3%	8,441 SH	Decreased-545 SH
ANALOG DEVICES INC	COM	$447K	0.2%Prev: 0.1%	1,126 SH	Increased-103 SH
APPLE INC	COM	$7.6M	2.8%Prev: 2.6%	26,409 SH	Increased-5,286 SH
APPLIED MATLS INC	COM	$1.5M	0.5%Prev: 0.3%	2,033 SH	Increased-1,516 SH
ARISTA NETWORKS INC	COM SHS	$1.6M	0.6%	9,237 SH	New
BANK OF AMER CORP	COM	$1.2M	0.4%	21,774 SH	New
BECTON DICKINSON & CO	COM	$436K	0.2%Prev: 0.2%	2,884 SH	Decreased-38 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$830K	0.3%Prev: 0.4%	1,658 SH	Decreased-222 SH
BLACKSTONE INC	COM	$448K	0.2%Prev: 0.2%	3,808 SH	Decreased+214 SH
BOOKING HOLDINGS INC	COM	$558K	0.2%Prev: 0.3%	3,131 SH	Decreased+3,023 SH
CAPITAL ONE FINL CORP	COM	$281K	0.1%	1,402 SH	New
CATERPILLAR INC	COM	$1.7M	0.6%Prev: 0.3%	1,591 SH	Increased-78 SH
CHUBB LIMITED	COM	$221K	0.1%	650 SH	New
CISCO SYS INC	COM	$2.1M	0.8%Prev: 0.7%	18,037 SH	Increased-4,171 SH
CME GROUP INC	COM	$556K	0.2%Prev: 0.3%	2,519 SH	Decreased-195 SH
COLGATE PALMOLIVE CO	COM	$886K	0.3%Prev: 0.4%	9,666 SH	Increased+711 SH
COSTCO WHOLESALE CORPORATION	COM	$802K	0.3%	857 SH	New
CSX CORP	COM	$762K	0.3%Prev: 0.2%	16,026 SH	Increased-455 SH
CUMMINS INC	COM	$235K	0.1%	330 SH	New
DANAHER CORP DEL	COM	$1.0M	0.4%	5,255 SH	New
DEERE & CO	COM	$1.0M	0.4%Prev: 0.4%	1,653 SH	Increased+80 SH
DISNEY WALT CO	COM	$1.6M	0.6%Prev: 0.8%	16,372 SH	Decreased+1,185 SH
DUKE ENERGY CORP NEW	COM NEW	$957K	0.3%Prev: 0.4%	7,557 SH	Increased+236 SH
EATON CORP PLC	SHS	$1.4M	0.5%Prev: 0.5%	3,353 SH	Increased+224 SH
ECOLAB INC	COM	$1.4M	0.5%Prev: 0.5%	5,040 SH	Increased+420 SH
ELECTRONIC ARTS INC	COM	$236K	0.1%Prev: 0.1%	1,152 SH	Decreased-687 SH
ELI LILLY & CO	COM	$766K	0.3%Prev: 0.2%	639 SH	Increased+82 SH
EVERPURE INC	CL A	$380K	0.1%	4,823 SH	New
FEDEX CORP	COM	$683K	0.2%Prev: 0.2%	2,180 SH	Increased-106 SH
FIRST SOLAR INC	COM	$259K	0.1%	1,096 SH	New
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$2.2M	0.8%Prev: 1.0%	43,258 SH	Decreased-5,096 SH
FIRST TR EXCHNG TRADED FD VI	FT LADD BUFF ETF	$4.7M	1.7%	129,658 SH	New
GENERAL DYNAMICS CORP	COM	$1.6M	0.6%Prev: 0.6%	4,475 SH	Increased+4 SH
GILEAD SCIENCES INC	COM	$631K	0.2%Prev: 0.2%	4,996 SH	Increased-22 SH
GOLDMAN SACHS GROUP INC	COM	$679K	0.2%Prev: 0.1%	671 SH	Increased+333 SH
HOME DEPOT INC	COM	$1.1M	0.4%Prev: 0.5%	3,018 SH	Decreased-32 SH
HONEYWELL AEROSPACE INC	COM	$333K	0.1%	1,507 SH	New
HONEYWELL INTL INC	COM	$344K	0.1%Prev: 0.3%	1,536 SH	Decreased-1,052 SH
IDEXX LABS INC	COM	$695K	0.3%Prev: 0.3%	1,321 SH	Decreased-81 SH
ILLINOIS TOOL WKS INC	COM	$256K	0.1%Prev: 0.1%	946 SH	Increased-30 SH
INTEL CORP	COM	$479K	0.2%	3,434 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$676K	0.2%Prev: 0.3%	2,405 SH	Decreased-46 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$3.9M	1.4%Prev: 0.9%	18,461 SH	Increased+6,793 SH
INVESCO QQQ TR	UNIT SER 1	$202K	0.1%	274 SH	New
ISHARES GOLD TR	ISHARES NEW	$9.6M	3.5%Prev: 3.7%	126,904 SH	Increased-7,259 SH
ISHARES INC	CORE MSCI EMKT	$1.7M	0.6%Prev: 0.4%	20,456 SH	Increased+4,113 SH
ISHARES INC	ESG AWR MSCI EM	$327K	0.1%Prev: 0.1%	5,975 SH	Increased+77 SH
ISHARES INC	MSCI EMRG CHN	$4.7M	1.7%Prev: 0.9%	46,350 SH	Increased+14,421 SH
ISHARES TR	3 7 YR TREAS BD	$1.0M	0.4%Prev: 0.2%	8,735 SH	Increased+4,338 SH
ISHARES TR	7-10 YR TRSY BD	$233K	0.1%	2,463 SH	New
ISHARES TR	A RATE CP BD ETF	$1.2M	0.4%Prev: 0.4%	25,235 SH	Increased+4,413 SH
ISHARES TR	CONV BD ETF	$328K	0.1%Prev: 0.1%	2,694 SH	Increased-131 SH
ISHARES TR	CORE INTL AGGR	$397K	0.1%Prev: 0.2%	7,843 SH	Decreased-1,322 SH
ISHARES TR	CORE MSCI EAFE	$3.8M	1.4%Prev: 1.4%	38,971 SH	Increased+2,112 SH
ISHARES TR	CORE S&P MCP ETF	$7.9M	2.9%Prev: 2.8%	102,935 SH	Increased+2,255 SH
ISHARES TR	CORE S&P SCP ETF	$5.5M	2.0%Prev: 2.8%	37,133 SH	Decreased-20,158 SH
ISHARES TR	CORE S&P500 ETF	$19.5M	7.1%Prev: 6.6%	26,068 SH	Increased+1,772 SH
ISHARES TR	CORE US AGGBD ET	$3.2M	1.1%Prev: 1.2%	32,005 SH	Increased+5,053 SH
ISHARES TR	ESG AW MSCI EAFE	$536K	0.2%Prev: 0.2%	5,212 SH	Increased+50 SH
ISHARES TR	ESG AWARE MSCI	$219K	0.1%	3,915 SH	New
ISHARES TR	ESG AWR MSCI USA	$1.0M	0.4%Prev: 0.4%	6,277 SH	Increased-753 SH
ISHARES TR	ESG AWRE 1 5 YR	$214K	0.1%	8,559 SH	New
ISHARES TR	ESG MSCI KLD ETF	$657K	0.2%	4,614 SH	New
ISHARES TR	ESG MSCI LEADR	$374K	0.1%	2,814 SH	New
ISHARES TR	ESG OPTIMIZED	$1.5M	0.6%Prev: 0.7%	9,998 SH	Decreased-2,495 SH
ISHARES TR	FLTG RATE NT ETF	$1.8M	0.7%Prev: 0.9%	36,083 SH	Decreased-3,996 SH
ISHARES TR	GNMA BOND ETF	$1.1M	0.4%Prev: 1.2%	25,411 SH	Decreased-37,979 SH
ISHARES TR	HDG MSCI EAFE	$8.0M	2.9%Prev: 1.4%	170,956 SH	Increased+88,474 SH
ISHARES TR	INTRM GOV CR ETF	$2.0M	0.7%Prev: 0.5%	19,032 SH	Increased+7,646 SH
ISHARES TR	ISHARES BIOTECH	$436K	0.2%Prev: 0.4%	2,292 SH	Decreased-4,448 SH
ISHARES TR	ISHARES SEMICDTR	$554K	0.2%	864 SH	New
ISHARES TR	ISHS 1-5YR INVS	$5.1M	1.8%Prev: 1.4%	97,430 SH	Increased+37,880 SH
ISHARES TR	ISHS 5-10YR INVT	$2.5M	0.9%Prev: 0.8%	47,002 SH	Increased+12,163 SH
ISHARES TR	MBS ETF	$4.0M	1.4%Prev: 1.2%	42,212 SH	Increased+13,072 SH
ISHARES TR	MSCI EAFE ETF	$349K	0.1%Prev: 0.1%	3,364 SH	Increased+85 SH
ISHARES TR	NATIONAL MUN ETF	$353K	0.1%Prev: 0.2%	3,280 SH	Decreased-1,512 SH
ISHARES TR	RUS 1000 ETF	$274K	0.1%Prev: 0.1%	670 SH	Increased-50 SH
ISHARES TR	RUSSELL 2000 ETF	$737K	0.3%Prev: 0.3%	2,453 SH	Increased-585 SH
ISHARES TR	TIPS BD ETF	$710K	0.3%Prev: 0.4%	6,487 SH	Decreased-1,201 SH
ISHARES TR	TRS FLT RT BD	$332K	0.1%Prev: 0.2%	6,555 SH	Decreased-3,510 SH
ISHARES TR	U.S. FINLS ETF	$686K	0.2%Prev: 0.3%	5,377 SH	Decreased-360 SH
JOHNSON & JOHNSON	COM	$4.2M	1.5%Prev: 1.2%	16,425 SH	Increased-680 SH
JPMORGAN CHASE & CO	COM	$3.5M	1.3%	10,630 SH	New
KIRBY CORP	COM	$315K	0.1%	2,316 SH	New
LOWES COS INC	COM	$914K	0.3%Prev: 0.4%	4,146 SH	Increased+35 SH
MARVELL TECHNOLOGY INC	COM	$989K	0.4%	3,321 SH	New
MASTERCARD INCORPORATED	CL A	$830K	0.3%Prev: 0.4%	1,616 SH	Decreased-113 SH
MCDONALDS CORP	COM	$292K	0.1%Prev: 0.1%	1,082 SH	Decreased-32 SH
MEDTRONIC PLC	SHS	$833K	0.3%Prev: 0.5%	10,654 SH	Decreased-1,220 SH
MERCK & CO INC	COM	$772K	0.3%Prev: 0.3%	6,009 SH	Increased-1,631 SH
META PLATFORMS INC	CL A	$1.2M	0.4%Prev: 0.5%	2,118 SH	Decreased+457 SH
MICRON TECHNOLOGY INC	COM	$915K	0.3%	793 SH	New
MICROSOFT CORP	COM	$4.3M	1.5%Prev: 2.4%	11,460 SH	Decreased+316 SH
NETFLIX INC.	COM	$959K	0.3%	13,432 SH	New
NEXTERA ENERGY INC	COM	$1.8M	0.7%Prev: 0.7%	20,771 SH	Increased-875 SH
NIKE INC	CL B	$423K	0.2%Prev: 0.4%	10,303 SH	Decreased-1,087 SH
NORFOLK SOUTHN CORP	COM	$560K	0.2%Prev: 0.2%	1,780 SH	Increased-42 SH
NVIDIA CORPORATION	COM	$4.8M	1.7%Prev: 1.7%	24,003 SH	Increased+205 SH
ORACLE CORP	COM	$1.0M	0.4%Prev: 0.7%	7,087 SH	Decreased-595 SH
PALO ALTO NETWORKS INC	COM	$653K	0.2%Prev: 0.1%	1,915 SH	Increased+318 SH
PAYPAL HLDGS INC	COM	$235K	0.1%Prev: 0.3%	5,437 SH	Decreased-2,957 SH
PEPSICO INC	COM	$1.2M	0.4%Prev: 0.6%	8,857 SH	Decreased-1,009 SH
PFIZER INC	COM	$216K	0.1%Prev: 0.2%	8,978 SH	Decreased-5,915 SH
PROCTER & GAMBLE CO	COM	$1.7M	0.6%	11,627 SH	New
QUANTA SVCS INC	COM	$374K	0.1%	519 SH	New
ROLLINS INC	COM	$1.1M	0.4%Prev: 0.6%	25,800 SH	Decreased
RTX CORPORATION	COM	$2.8M	1.0%Prev: 1.1%	14,677 SH	Increased-1,932 SH
SALESFORCE INC	COM	$267K	0.1%Prev: 0.2%	1,707 SH	Decreased-52 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$353K	0.1%Prev: 0.2%	12,744 SH	Decreased-3,292 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$5.0M	1.8%Prev: 1.9%	206,562 SH	Increased+25,291 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$404K	0.1%Prev: 0.3%	17,457 SH	Decreased-9,283 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$2.1M	0.8%Prev: 0.9%	72,116 SH	Increased-15,447 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$5.5M	2.0%Prev: 2.0%	161,426 SH	Increased+5,842 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$2.2M	0.8%Prev: 0.7%	61,824 SH	Increased+3,696 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$5.1M	1.9%Prev: 2.3%	174,562 SH	Decreased-40,583 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$847K	0.3%Prev: 0.4%	22,962 SH	Decreased-9,869 SH
SCHWAB STRATEGIC TR	US REIT ETF	$484K	0.2%Prev: 0.3%	20,451 SH	Decreased-11,324 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$537K	0.2%Prev: 0.2%	14,874 SH	Decreased-6,629 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$1.2M	0.4%Prev: 0.5%	45,229 SH	Increased+5,368 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$483K	0.2%	500 SH	New
SPDR GOLD TR	GOLD SHS	$490K	0.2%Prev: 0.2%	1,330 SH	Increased-265 SH
SPDR SERIES TRUST	ST STR CONV ETF	$1.1M	0.4%	10,234 SH	New
STARBUCKS CORP	COM	$987K	0.4%Prev: 0.4%	9,655 SH	Increased+189 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$13.5M	4.9%	18,132 SH	New
SYSCO CORP	COM	$640K	0.2%Prev: 0.2%	7,662 SH	Increased+783 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$579K	0.2%	1,212 SH	New
TEXAS INSTRS INC	COM	$1.3M	0.5%Prev: 0.5%	4,295 SH	Increased-1,167 SH
THERMO FISHER SCIENTIFIC INC	COM	$1.0M	0.4%Prev: 0.4%	2,080 SH	Increased+41 SH
TJX COS INC NEW	COM	$1.6M	0.6%Prev: 0.6%	10,791 SH	Increased-757 SH
TRANE TECHNOLOGIES PLC	SHS	$659K	0.2%Prev: 0.2%	1,341 SH	Increased+107 SH
UBER TECHNOLOGIES INC	COM	$345K	0.1%Prev: 0.2%	4,781 SH	Decreased+993 SH
UNION PAC CORP	COM	$298K	0.1%Prev: 0.1%	1,095 SH	Increased+224 SH
UNITED PARCEL SVCS INC	CL B	$570K	0.2%	5,299 SH	New
UNITEDHEALTH GROUP INC	COM	$836K	0.3%Prev: 0.5%	2,012 SH	Decreased-1,864 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$446K	0.2%Prev: 0.2%	649 SH	Increased-52 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$910K	0.3%Prev: 0.4%	15,243 SH	Decreased-3,631 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$2.0M	0.7%Prev: 0.7%	23,727 SH	Increased+5,091 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$250K	0.1%Prev: 0.2%	3,158 SH	Decreased-1,195 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$11.9M	4.3%Prev: 4.6%	50,332 SH	Increased-769 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.4M	0.9%Prev: 0.9%	33,290 SH	Increased-1,231 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.6M	0.9%Prev: 0.8%	16,173 SH	Increased+2,852 SH
VANGUARD WORLD FD	COMM SRVC ETF	$1.4M	0.5%Prev: 0.6%	7,486 SH	Decreased-942 SH
VANGUARD WORLD FD	CONSUM STP ETF	$775K	0.3%Prev: 0.1%	3,435 SH	Increased+2,093 SH
VANGUARD WORLD FD	FINANCIALS ETF	$1.7M	0.6%Prev: 0.7%	12,996 SH	Increased+490 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$1.0M	0.4%Prev: 0.6%	3,455 SH	Decreased-2,051 SH
VANGUARD WORLD FD	INF TECH ETF	$495K	0.2%Prev: 0.2%	4,142 SH	Increased+3,427 SH
VANGUARD WORLD FD	UTILITIES ETF	$2.2M	0.8%Prev: 1.0%	11,035 SH	Decreased-1,728 SH
VERIZON COMMUNICATIONS INC	COM	$737K	0.3%Prev: 0.3%	17,416 SH	Increased+3,330 SH
VERTIV HOLDINGS CO	COM CL A	$824K	0.3%	2,460 SH	New
VISA INC	COM CL A	$1.3M	0.5%Prev: 0.6%	3,707 SH	Decreased-104 SH
WALMART INC	COM	$746K	0.3%Prev: 0.2%	6,585 SH	Increased+1,897 SH
WATERS CORP	COM	$228K	0.1%	609 SH	New

Sold (vs prior filing)

ABBOTT LABS — $252K
ADOBE INC — $438K
AMGEN INC — $248K
AUTODESK INC — $495K
BANK AMERICA CORP — $955K
COMCAST CORP NEW — $249K
COSTCO WHSL CORP NEW — $662K
DANAHER CORPORATION — $1.1M
EXXON MOBIL CORP — $1.5M
FIRST TR EXCHANGE-TRADED FD — $230K
FISERV INC — $374K
INTUIT — $512K
ISHARES TR — $227K
ISHARES TR — $717K
ISHARES TR — $201K
JPMORGAN CHASE & CO. — $3.1M
MCCORMICK & CO INC — $375K
NETFLIX INC — $1.4M
NOVO-NORDISK A S — $213K
PROCTER AND GAMBLE CO — $1.9M
… and 3 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