# Bigelow Investment Advisors, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1729516. Source: https://holderbook.com/funds/1729516-bigelow-investment-advisors-llc/

- Reported value: $276.2M
- Positions: 157
- Weight of the ten largest: 34.1%
- Filed: 2026-07-30

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $19.5M | 26,068 | 7.1% | 31 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $13.5M | 18,132 | 4.9% | 31 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $11.9M | 50,332 | 4.3% | 31 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $9.6M | 126,904 | 3.5% | 19 |
| ISHARES TR | [HEFA](https://holderbook.com/stocks/HEFA/) | $8.0M | 170,956 | 2.9% | 13 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $7.9M | 102,935 | 2.9% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $7.6M | 26,409 | 2.8% | 31 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $5.5M | 37,133 | 2.0% | 31 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $5.5M | 161,426 | 2.0% | 25 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $5.1M | 174,562 | 1.9% | 31 |
| ISHARES TR | [IGSB](https://holderbook.com/stocks/IGSB/) | $5.1M | 97,430 | 1.8% | 31 |
| SCHWAB STRATEGIC TR | [SCHO](https://holderbook.com/stocks/SCHO/) | $5.0M | 206,562 | 1.8% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $4.8M | 24,003 | 1.7% | 28 |
| ISHARES INC | [EMXC](https://holderbook.com/stocks/EMXC/) | $4.7M | 46,350 | 1.7% | 10 |
| FIRST TR EXCHNG TRADED FD VI | [BUFR](https://holderbook.com/stocks/BUFR/) | $4.7M | 129,658 | 1.7% | 4 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $4.5M | 12,457 | 1.6% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $4.3M | 11,460 | 1.5% | 31 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $4.2M | 16,425 | 1.5% | 31 |
| ISHARES TR | [MBB](https://holderbook.com/stocks/MBB/) | $4.0M | 42,212 | 1.4% | 18 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $3.9M | 18,461 | 1.4% | 15 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $3.8M | 38,971 | 1.4% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $3.7M | 10,369 | 1.3% | 31 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $3.5M | 10,630 | 1.3% | 31 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $3.2M | 32,005 | 1.1% | 31 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $2.9M | 8,441 | 1.0% | 31 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $2.8M | 14,677 | 1.0% | 18 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $2.7M | 11,424 | 1.0% | 31 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $2.6M | 16,173 | 0.9% | 31 |
| ISHARES TR | [IGIB](https://holderbook.com/stocks/IGIB/) | $2.5M | 47,002 | 0.9% | 31 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $2.4M | 4,171 | 0.9% | 9 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $2.4M | 33,290 | 0.9% | 31 |
| VANGUARD WORLD FD | [VPU](https://holderbook.com/stocks/VPU/) | $2.2M | 11,035 | 0.8% | 31 |
| FIRST TR EXCHANGE-TRADED FD | [LMBS](https://holderbook.com/stocks/LMBS/) | $2.2M | 43,258 | 0.8% | 15 |
| SCHWAB STRATEGIC TR | [SCHV](https://holderbook.com/stocks/SCHV/) | $2.2M | 61,824 | 0.8% | 19 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $2.1M | 18,037 | 0.8% | 31 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $2.1M | 72,116 | 0.8% | 31 |
| ISHARES TR | [GVI](https://holderbook.com/stocks/GVI/) | $2.0M | 19,032 | 0.7% | 31 |
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $2.0M | 23,727 | 0.7% | 31 |
| ISHARES TR | [FLOT](https://holderbook.com/stocks/FLOT/) | $1.8M | 36,083 | 0.7% | 27 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $1.8M | 20,771 | 0.7% | 31 |
| VANGUARD WORLD FD | [VFH](https://holderbook.com/stocks/VFH/) | $1.7M | 12,996 | 0.6% | 10 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $1.7M | 11,627 | 0.6% | 31 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $1.7M | 20,456 | 0.6% | 31 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $1.7M | 1,591 | 0.6% | 18 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $1.6M | 10,791 | 0.6% | 31 |
| GENERAL DYNAMICS CORP | [GD](https://holderbook.com/stocks/GD/) | $1.6M | 4,475 | 0.6% | 31 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $1.6M | 16,372 | 0.6% | 31 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $1.6M | 9,237 | 0.6% | 4 |
| ISHARES TR | [SUSA](https://holderbook.com/stocks/SUSA/) | $1.5M | 9,998 | 0.6% | 31 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $1.5M | 2,033 | 0.5% | 13 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $1.4M | 3,353 | 0.5% | 31 |
| ECOLAB INC | [ECL](https://holderbook.com/stocks/ECL/) | $1.4M | 5,040 | 0.5% | 31 |
| VANGUARD WORLD FD | [VOX](https://holderbook.com/stocks/VOX/) | $1.4M | 7,486 | 0.5% | 10 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $1.3M | 4,295 | 0.5% | 31 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $1.3M | 3,707 | 0.5% | 31 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $1.2M | 21,774 | 0.4% | 22 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $1.2M | 8,857 | 0.4% | 31 |
| ISHARES TR | [QLTA](https://holderbook.com/stocks/QLTA/) | $1.2M | 25,235 | 0.4% | 25 |
| SCHWAB STRATEGIC TR | [SCHP](https://holderbook.com/stocks/SCHP/) | $1.2M | 45,229 | 0.4% | 31 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $1.2M | 2,118 | 0.4% | 31 |
| ISHARES TR | [GNMA](https://holderbook.com/stocks/GNMA/) | $1.1M | 25,411 | 0.4% | 30 |
| SPDR SERIES TRUST | [CWB](https://holderbook.com/stocks/CWB/) | $1.1M | 10,234 | 0.4% | 31 |
| ROLLINS INC | [ROL](https://holderbook.com/stocks/ROL/) | $1.1M | 25,800 | 0.4% | 1 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $1.1M | 3,018 | 0.4% | 31 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $1.0M | 1,653 | 0.4% | 25 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $1.0M | 2,080 | 0.4% | 31 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $1.0M | 7,087 | 0.4% | 31 |
| VANGUARD WORLD FD | [VHT](https://holderbook.com/stocks/VHT/) | $1.0M | 3,455 | 0.4% | 31 |
| ISHARES TR | [ESGU](https://holderbook.com/stocks/ESGU/) | $1.0M | 6,277 | 0.4% | 30 |
| ISHARES TR | [IEI](https://holderbook.com/stocks/IEI/) | $1.0M | 8,735 | 0.4% | 25 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $1.0M | 5,255 | 0.4% | 31 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $989.3K | 3,321 | 0.4% | 4 |
| STARBUCKS CORP | [SBUX](https://holderbook.com/stocks/SBUX/) | $986.6K | 9,655 | 0.4% | 31 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $959.0K | 13,432 | 0.3% | 15 |
| DUKE ENERGY CORP NEW | [DUK](https://holderbook.com/stocks/DUK/) | $956.6K | 7,557 | 0.3% | 31 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $915.4K | 793 | 0.3% | 2 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $914.2K | 4,146 | 0.3% | 31 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $909.9K | 15,243 | 0.3% | 31 |
| COLGATE PALMOLIVE CO | [CL](https://holderbook.com/stocks/CL/) | $886.2K | 9,666 | 0.3% | 31 |
| SCHWAB STRATEGIC TR | [SCHM](https://holderbook.com/stocks/SCHM/) | $846.6K | 22,962 | 0.3% | 31 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $836.2K | 2,012 | 0.3% | 31 |
| MEDTRONIC PLC | [MDT](https://holderbook.com/stocks/MDT/) | $833.5K | 10,654 | 0.3% | 30 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $830.0K | 1,616 | 0.3% | 31 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $829.6K | 1,658 | 0.3% | 31 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $823.7K | 2,460 | 0.3% | 4 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $801.7K | 857 | 0.3% | 31 |
| VANGUARD WORLD FD | [VDC](https://holderbook.com/stocks/VDC/) | $774.6K | 3,435 | 0.3% | 5 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $772.2K | 6,009 | 0.3% | 31 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $766.4K | 639 | 0.3% | 6 |
| CSX CORP | [CSX](https://holderbook.com/stocks/CSX/) | $761.7K | 16,026 | 0.3% | 20 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $745.8K | 6,585 | 0.3% | 6 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $737.4K | 17,416 | 0.3% | 31 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $737.0K | 2,453 | 0.3% | 31 |
| ISHARES TR | [TIP](https://holderbook.com/stocks/TIP/) | $709.9K | 6,487 | 0.3% | 31 |
| IDEXX LABS INC | [IDXX](https://holderbook.com/stocks/IDXX/) | $695.4K | 1,321 | 0.3% | 31 |
| ISHARES TR | [IYF](https://holderbook.com/stocks/IYF/) | $685.6K | 5,377 | 0.2% | 31 |
| FEDEX CORP | [FDX](https://holderbook.com/stocks/FDX/) | $682.6K | 2,180 | 0.2% | 26 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $678.6K | 671 | 0.2% | 5 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $676.3K | 2,405 | 0.2% | 1 |
| TRANE TECHNOLOGIES PLC | [TT](https://holderbook.com/stocks/TT/) | $658.6K | 1,341 | 0.2% | 24 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +9.5% | +14.8% | -5.3% | 100% |
| Q1 2026 | -1.7% | -4.6% | +2.9% | 100% |
| Q4 2025 | +2.6% | +2.4% | +0.2% | 100% |
| Q3 2025 | +6.9% | +7.8% | -0.9% | 100% |
| Q2 2025 | +6.6% | +10.5% | -3.9% | 100% |
| Q1 2025 | -2.2% | -4.6% | +2.4% | 100% |
| Q4 2024 | -0.8% | +2.1% | -2.9% | 100% |
| Q3 2024 | +6.2% | +5.4% | +0.8% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $276.2M | 157 |
| Q1 2026 | $249.8M | 153 |
| Q4 2025 | $256.0M | 149 |
| Q3 2025 | $248.1M | 149 |
| Q2 2025 | $226.9M | 147 |
| Q1 2025 | $210.5M | 146 |
| Q4 2024 | $213.1M | 146 |
| Q3 2024 | $224.3M | 155 |
| Q2 2024 | $209.5M | 152 |
| Q1 2024 | $203.4M | 153 |
| Q4 2023 | $184.9M | 150 |
| Q3 2023 | $174.2M | 146 |