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Bigelow Investment Advisors, LLC Top Holdings and 13F Report (2026)

About Bigelow Investment Advisors, LLC

Investment Activity

  • Bigelow Investment Advisors, LLC has $276.23 million in total holdings as of June 30, 2026.
  • Bigelow Investment Advisors, LLC owns shares of 157 different stocks, but just 62 companies or ETFs make up 80% of its holdings.
  • Approximately 4.21% of the portfolio was purchased this quarter.
  • About 3.11% of the portfolio was sold this quarter.
  • This quarter, Bigelow Investment Advisors, LLC has purchased 153 new stocks and bought additional shares in 63 stocks.
  • Bigelow Investment Advisors, LLC sold shares of 69 stocks and completely divested from 7 stocks this quarter.

Largest New Holdings this Quarter

775711104 - Rollins
$1,076,892 Holding
459200101 - International Business Machines
$676,310 Holding
G7997R103 - Seagate Technology
$482,500 Holding
458140100 - Intel
$479,489 Holding
438516205 - HONEYWELL INTL INC
$343,910 Holding

Largest Purchases this Quarter

iShares Currency Hedged MSCI EAFE ETF
30,826 shares (about $1.45M)
Rollins
25,800 shares (about $1.08M)
International Business Machines
2,405 shares (about $676.31K)
Booking
3,013 shares (about $537.04K)
NVIDIA
2,494 shares (about $499.02K)

Largest Sales this Quarter

FT Vest Laddered Buffer ETF
14,328 shares (about $523.40K)
iShares Core S&P Small-Cap ETF
2,347 shares (about $348.08K)
iShares Gold Trust
4,134 shares (about $312.16K)
SPDR S&P 500 ETF Trust
407 shares (about $303.93K)
iShares Core U.S. Aggregate Bond ETF
2,619 shares (about $259.23K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBigelow Investment Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$19,522,241$346,739 â–²1.8%26,0687.1%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$13,540,372$303,934 â–¼-2.2%18,1324.9%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$11,909,558$40,699 â–¼-0.3%50,3324.3%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$9,582,521$312,158 â–¼-3.2%126,9043.5%ETF
iShares Currency Hedged MSCI EAFE ETF stock logo
HEFA
iShares Currency Hedged MSCI EAFE ETF
$8,022,099$1,446,508 â–²22.0%170,9562.9%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$7,937,347$83,510 â–¼-1.0%102,9352.9%ETF
Apple Inc. stock logo
AAPL
Apple
$7,641,708$20,834 â–²0.3%26,4092.8%Technology
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$5,507,195$348,084 â–¼-5.9%37,1332.0%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$5,462,656$111,807 â–²2.1%161,4262.0%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$5,137,360$69,278 â–¼-1.3%174,5621.9%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$5,106,328$187,524 â–²3.8%97,4301.8%ETF
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$4,986,395$210,162 â–²4.4%206,5621.8%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$4,802,723$499,021 â–²11.6%24,0031.7%Technology
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$4,741,605$205,112 â–²4.5%46,3501.7%ETF
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$4,736,407$523,402 â–¼-10.0%129,6581.7%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$4,451,773$75,405 â–¼-1.7%12,4571.6%Communication Services
Microsoft Corporation stock logo
MSFT
Microsoft
$4,274,809$135,779 â–²3.3%11,4601.5%Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$4,171,457$29,968 â–²0.7%16,4251.5%Healthcare
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$3,989,878$13,705 â–¼-0.3%42,2121.4%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$3,927,947$247,664 â–²6.7%18,4611.4%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$3,763,819$38,246 â–¼-1.0%38,9711.4%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$3,663,679$140,979 â–¼-3.7%10,3691.3%Communication Services
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,479,518$29,132 â–²0.8%10,6301.3%Finance
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$3,167,855$259,229 â–¼-7.6%32,0051.1%ETF
American Express Company stock logo
AXP
American Express
$2,855,168$10,824 â–²0.4%8,4411.0%Finance
RTX Corporation stock logo
RTX
RTX
$2,784,667$67,734 â–¼-2.4%14,6771.0%Industrials
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,722,796$4,052 â–¼-0.1%11,4241.0%Consumer Discretionary
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$2,555,819$146,336 â–²6.1%16,1730.9%ETF
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$2,499,096$176,897 â–²7.6%47,0020.9%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$2,422,976$120,829 â–²5.2%4,1710.9%Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$2,371,913$4,774 â–¼-0.2%33,2900.9%ETF
Vanguard Utilities ETF stock logo
VPU
Vanguard Utilities ETF
$2,159,881$126,050 â–¼-5.5%11,0350.8%ETF
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$2,153,383$117,033 â–¼-5.2%43,2580.8%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$2,152,093$63,111 â–²3.0%61,8240.8%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$2,118,597$84,687 â–¼-3.8%18,0370.8%Technology
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$2,088,479$27,917 â–¼-1.3%72,1160.8%ETF
iShares Intermediate Government/Credit Bond ETF stock logo
GVI
iShares Intermediate Government/Credit Bond ETF
$2,019,201$156,915 â–²8.4%19,0320.7%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$1,961,037$19,505 â–²1.0%23,7270.7%ETF
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$1,842,037$25,780 â–¼-1.4%36,0830.7%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$1,823,071$12,112 â–²0.7%20,7710.7%Utilities
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$1,710,274$28,031 â–¼-1.6%12,9960.6%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,704,983$22,143 â–²1.3%11,6270.6%Consumer Staples
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$1,694,575$29,657 â–¼-1.7%20,4560.6%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,694,256$63,894 â–¼-3.6%1,5910.6%Industrials
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$1,634,837$1,364 â–¼-0.1%10,7910.6%Consumer Discretionary
General Dynamics Corporation stock logo
GD
General Dynamics
$1,585,2240.0%4,4750.6%Industrials
The Walt Disney Company stock logo
DIS
Walt Disney
$1,575,825$13,956 â–²0.9%16,3720.6%Communication Services
ARISTA NETWORKS INC
$1,569,182$3,567 â–¼-0.2%9,2370.6%COM SHS
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$1,542,663$37,494 â–¼-2.4%9,9980.6%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$1,469,859$229,191 â–¼-13.5%2,0330.5%Technology
Eaton Corporation, PLC stock logo
ETN
Eaton
$1,428,780$33,237 â–²2.4%3,3530.5%Industrials
Ecolab Inc. stock logo
ECL
Ecolab
$1,404,194$19,224 â–²1.4%5,0400.5%Materials
Vanguard Communication Services ETF stock logo
VOX
Vanguard Communication Services ETF
$1,377,050$55,737 â–¼-3.9%7,4860.5%ETF
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$1,280,211$7,452 â–¼-0.6%4,2950.5%Technology
Visa Inc. stock logo
V
Visa
$1,271,835$39,112 â–¼-3.0%3,7070.5%Finance
Bank of America Corporation stock logo
BAC
Bank of America
$1,240,683$18,860 â–²1.5%21,7740.4%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,199,238$20,852 â–¼-1.7%8,8570.4%Consumer Staples
iShares Aaa - A Rated Corporate Bond ETF stock logo
QLTA
iShares Aaa - A Rated Corporate Bond ETF
$1,199,167$855 â–¼-0.1%25,2350.4%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$1,198,569$113,261 â–²10.4%45,2290.4%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,193,048$76,607 â–²6.9%2,1180.4%Communication Services
iShares GNMA Bond ETF stock logo
GNMA
iShares GNMA Bond ETF
$1,123,910$114,908 â–¼-9.3%25,4110.4%ETF
SPDR Bloomberg Convertible Securities ETF stock logo
CWB
SPDR Bloomberg Convertible Securities ETF
$1,103,430$383,624 â–²53.3%10,2340.4%ETF
Rollins, Inc. stock logo
ROL
Rollins
$1,076,892$1,076,892 â–²New Holding25,8000.4%Industrials
The Home Depot, Inc. stock logo
HD
Home Depot
$1,064,388$23,630 â–¼-2.2%3,0180.4%Consumer Discretionary
Deere & Company stock logo
DE
Deere & Company
$1,048,547$15,858 â–²1.5%1,6530.4%Industrials
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$1,042,829$7,520 â–²0.7%2,0800.4%Healthcare
Oracle Corporation stock logo
ORCL
Oracle
$1,038,600$54,956 â–²5.6%7,0870.4%Technology
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$1,033,080$77,743 â–¼-7.0%3,4550.4%ETF
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$1,027,3570.0%6,2770.4%ETF
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$1,025,926$149,279 â–²17.0%8,7350.4%ETF
Danaher Corporation stock logo
DHR
Danaher
$1,000,972$22,667 â–¼-2.2%5,2550.4%Healthcare
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$989,293$39,024 â–²4.1%3,3210.4%Technology
Starbucks Corporation stock logo
SBUX
Starbucks
$986,644$6,029 â–²0.6%9,6550.4%Consumer Discretionary
Netflix, Inc. stock logo
NFLX
Netflix
$959,045$45,910 â–²5.0%13,4320.3%Communication Services
Duke Energy Corporation stock logo
DUK
Duke Energy
$956,565$3,164 â–²0.3%7,5570.3%Utilities
Micron Technology, Inc. stock logo
MU
Micron Technology
$915,352$135,052 â–²17.3%7930.3%Technology
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$914,195$22,932 â–²2.6%4,1460.3%Consumer Discretionary
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$909,855$16,534 â–¼-1.8%15,2430.3%ETF
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$886,179$33,830 â–²4.0%9,6660.3%Consumer Staples
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$846,609$94,903 â–¼-10.1%22,9620.3%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$836,248$22,028 â–¼-2.6%2,0120.3%Healthcare
Medtronic PLC stock logo
MDT
Medtronic
$833,462$36,846 â–¼-4.2%10,6540.3%Healthcare
Mastercard Incorporated stock logo
MA
Mastercard
$829,978$31,843 â–¼-3.7%1,6160.3%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$829,647$37,529 â–¼-4.3%1,6580.3%Finance
Vertiv Holdings Co. stock logo
VRT
Vertiv
$823,657$13,728 â–²1.7%2,4600.3%Industrials
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$801,698$30,871 â–²4.0%8570.3%Consumer Staples
Vanguard Consumer Staples ETF stock logo
VDC
Vanguard Consumer Staples ETF
$774,558$91,774 â–²13.4%3,4350.3%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$772,157$24,929 â–¼-3.1%6,0090.3%Healthcare
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$766,436$7,197 â–¼-0.9%6390.3%Healthcare
CSX Corporation stock logo
CSX
CSX
$761,7160.0%16,0260.3%Industrials
WALMART INC
$745,817$10,080 â–²1.4%6,5850.3%COM
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$737,393$33,364 â–²4.7%17,4160.3%Communication Services
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$736,987$9,614 â–¼-1.3%2,4530.3%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$709,8720.0%6,4870.3%ETF
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$695,427$24,743 â–¼-3.4%1,3210.3%Healthcare
iShares U.S. Financials ETF stock logo
IYF
iShares U.S. Financials ETF
$685,621$9,563 â–¼-1.4%5,3770.2%ETF
FedEx Corporation stock logo
FDX
FedEx
$682,623$57,303 â–²9.2%2,1800.2%Industrials
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$678,629$35,398 â–²5.5%6710.2%Finance
International Business Machines Corporation stock logo
IBM
International Business Machines
$676,310$676,310 â–²New Holding2,4050.2%Technology
Trane Technologies plc stock logo
TT
Trane Technologies
$658,646$4,420 â–¼-0.7%1,3410.2%Industrials

Showing largest 100 holdings. View all holdings.
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