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Bigelow Investment Advisors, LLC

Q4 2025 · 13F-HR

Bigelow Investment Advisors, LLCholdings as filed

Filed 2026-01-28 · accession 0002085853-26-000130

$256.0M
Reported value
149
Positions
2025-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$17.6M6.88%25,697CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$12.3M4.81%18,067CommonSOLE
464285204IAUISHARES GOLD TR$11.6M4.55%143,370CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$11.2M4.38%51,034CommonSOLE
037833100AAPLAPPLE INC$7.3M2.86%26,901CommonSOLE
464287507IJHISHARES TR$6.6M2.59%100,465CommonSOLE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$5.6M2.19%163,967CommonSOLE
594918104MSFTMICROSOFT CORP$5.4M2.09%11,088CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$5.2M2.05%160,652CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$5.2M2.02%192,311CommonSOLE
464287804IJRISHARES TR$4.9M1.92%41,006CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$4.9M1.92%201,602CommonSOLE
46434V803HEFAISHARES TR$4.9M1.89%117,285CommonSOLE
464288646IGSBISHARES TR$4.3M1.70%82,156CommonSOLE
02079K305GOOGLALPHABET INC$4.1M1.61%13,133CommonSOLE
67066G104NVDANVIDIA CORPORATION$4.0M1.56%21,454CommonSOLE
464288588MBBISHARES TR$3.6M1.39%37,400CommonSOLE
478160104JNJJOHNSON & JOHNSON$3.5M1.37%16,941CommonSOLE
02079K107GOOGALPHABET INC$3.4M1.34%10,934CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$3.4M1.34%10,634CommonSOLE
46432F842IEFAISHARES TR$3.3M1.30%37,340CommonSOLE
464287226AGGISHARES TR$3.3M1.27%32,566CommonSOLE
025816109AXPAMERICAN EXPRESS CO$3.1M1.23%8,493CommonSOLE
46434G764EMXCISHARES INC$2.9M1.13%39,705CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$2.8M1.11%14,829CommonSOLE
75513E101RTXRTX CORPORATION$2.8M1.09%15,234CommonSOLE
023135106AMZNAMAZON COM INC$2.5M0.98%10,850CommonSOLE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$2.5M0.96%49,370CommonSOLE
92204A876VPUVANGUARD WORLD FD$2.4M0.95%13,188CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$2.3M0.89%86,442CommonSOLE
464288638IGIBISHARES TR$2.3M0.88%41,982CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$2.1M0.83%14,757CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$2.1M0.81%33,211CommonSOLE
46429B333GNMAISHARES TR$2.1M0.81%46,311CommonSOLE
92204A405VFHVANGUARD WORLD FD$2.0M0.79%15,192CommonSOLE
46429B655FLOTISHARES TR$2.0M0.77%38,773CommonSOLE
254687106DISDISNEY WALT CO$1.8M0.70%15,845CommonSOLE
92204A884VOXVANGUARD WORLD FD$1.8M0.70%9,192CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.8M0.69%14,725CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$1.8M0.69%20,989CommonSOLE
872540109TJXTJX COS INC NEW$1.7M0.66%11,006CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.7M0.65%20,646CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.7M0.65%11,538CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR$1.6M0.64%55,547CommonSOLE
464288802SUSAISHARES TR$1.6M0.64%11,719CommonSOLE
464288612GVIISHARES TR$1.6M0.64%15,167CommonSOLE
775711104ROLROLLINS INC$1.5M0.60%25,800CommonSOLE
17275R102CSCOCISCO SYS INC$1.5M0.60%20,018CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1.5M0.59%4,475CommonSOLE
68389X105ORCLORACLE CORP$1.5M0.57%7,517CommonSOLE
92826C839VVISA INC$1.3M0.52%3,817CommonSOLE
713448108PEPPEPSICO INC$1.3M0.51%9,074CommonSOLE
46434G103IEMGISHARES INC$1.3M0.50%18,956CommonSOLE
278865100ECLECOLAB INC$1.3M0.49%4,768CommonSOLE
30303M102METAMETA PLATFORMS INC$1.2M0.48%1,847CommonSOLE
235851102DHRDANAHER CORPORATION$1.2M0.47%5,303CommonSOLE
46429B291QLTAISHARES TR$1.2M0.46%24,691CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.2M0.46%2,041CommonSOLE
040413205ANETARISTA NETWORKS INC$1.2M0.46%8,962CommonSOLE
92204A504VHTVANGUARD WORLD FD$1.2M0.46%4,070CommonSOLE
060505104BACBANK AMERICA CORP$1.2M0.45%20,917CommonSOLE
64110L106NFLXNETFLIX INC$1.1M0.42%11,574CommonSOLE
G5960L103MDTMEDTRONIC PLC$1.1M0.41%11,004CommonSOLE
437076102HDHOME DEPOT INC$1.0M0.41%3,038CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$1.0M0.40%38,481CommonSOLE
G29183103ETNEATON CORP PLC$999,1660.39%3,137CommonSOLE
46435G425ESGUISHARES TR$989,5250.39%6,642CommonSOLE
548661107LOWLOWES COS INC$973,2010.38%4,036CommonSOLE
149123101CATCATERPILLAR INC$953,2560.37%1,664CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$942,4690.37%1,875CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$919,6880.36%1,611CommonSOLE
45168D104IDXXIDEXX LABS INC$903,8440.35%1,336CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$901,9850.35%16,778CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$864,1890.34%7,373CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$856,4260.33%3,999CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$836,7280.33%27,826CommonSOLE
464288661IEIISHARES TR$791,5290.31%6,632CommonSOLE
855244109SBUXSTARBUCKS CORP$789,8060.31%9,379CommonSOLE
882508104TXNTEXAS INSTRS INC$780,7050.30%4,500CommonSOLE
92204A207VDCVANGUARD WORLD FD$763,6330.30%3,615CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$760,5730.30%2,304CommonSOLE
244199105DEDEERE & CO$739,3250.29%1,588CommonSOLE
464287788IYFISHARES TR$736,4480.29%5,712CommonSOLE
038222105AMATAPPLIED MATLS INC$728,0530.28%2,833CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$727,0630.28%9,201CommonSOLE
464287176TIPISHARES TR$719,9110.28%6,550CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$712,9770.28%2,407CommonSOLE
12572Q105CMECME GROUP INC$707,2770.28%2,590CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$707,1190.28%820CommonSOLE
58933Y105MRKMERCK & CO INC$706,7160.28%6,714CommonSOLE
654106103NKENIKE INC$679,4030.27%10,664CommonSOLE
464288570DSIISHARES TR$665,1980.26%5,163CommonSOLE
31428X106FDXFEDEX CORP$658,6010.26%2,280CommonSOLE
532457108LLYELI LILLY & CO$649,1070.25%604CommonSOLE
931142103WMTWALMART INC$647,6260.25%5,813CommonSOLE
464287655IWMISHARES TR$630,5160.25%2,561CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$627,4050.25%15,404CommonSOLE
375558103GILDGILEAD SCIENCES INC$616,2780.24%5,021CommonSOLE
78463V107GLDSPDR GOLD TR$607,9400.24%1,534CommonSOLE
464287556IBBISHARES TR$602,8460.24%3,572CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$599,7970.23%112CommonSOLE
126408103CSXCSX CORP$582,3930.23%16,066CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$576,6910.23%5,814CommonSOLE
09260D107BXBLACKSTONE INC$568,0060.22%3,685CommonSOLE
075887109BDXBECTON DICKINSON & CO$550,1880.21%2,835CommonSOLE
438516106HONHONEYWELL INTL INC$547,4230.21%2,806CommonSOLE
92204A702VGTVANGUARD WORLD FD$538,9530.21%715CommonSOLE
808524847SCHHSCHWAB STRATEGIC TR$527,4730.21%25,250CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$520,2730.20%1,802CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$516,6560.20%18,141CommonSOLE
79466L302CRMSALESFORCE INC$509,1570.20%1,922CommonSOLE
808524839SCHZSCHWAB STRATEGIC TR$507,5030.20%21,716CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$503,6670.20%573CommonSOLE
871829107SYYSYSCO CORP$502,1240.20%6,814CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$491,9490.19%1,264CommonSOLE
46435G516ESGDISHARES TR$490,8280.19%5,162CommonSOLE
46434V860TFLOISHARES TR$466,2500.18%9,240CommonSOLE
46435G672IAGGISHARES TR$451,3900.18%9,026CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$438,8420.17%7,517CommonSOLE
464288414MUBISHARES TR$427,7970.17%3,994CommonSOLE
461202103INTUINTUIT$425,2740.17%642CommonSOLE
922908363VOOVANGUARD INDEX FDS$407,0070.16%649CommonSOLE
88579Y101MMM3M CO$383,1190.15%2,393CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$368,5920.14%15,332CommonSOLE
78464A359CWBSPDR SERIES TRUST$359,1190.14%4,026CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$352,9270.14%1,916CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$346,8630.14%2,141CommonSOLE
032654105ADIANALOG DEVICES INC$333,3050.13%1,229CommonSOLE
580135101MCDMCDONALDS CORP$332,2200.13%1,087CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$323,6530.13%3,961CommonSOLE
464287465EFAISHARES TR$323,5250.13%3,369CommonSOLE
579780206MKCMCCORMICK & CO INC$315,2810.12%4,629CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$308,1440.12%1,014CommonSOLE
052769106ADSKAUTODESK INC$294,2340.11%994CommonSOLE
285512109EAELECTRONIC ARTS INC$282,9970.11%1,385CommonSOLE
46435G102ICVTISHARES TR$264,7680.10%2,688CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$263,7470.10%3,308CommonSOLE
46434G863ESGEISHARES INC$263,6950.10%5,970CommonSOLE
497266106KEXKIRBY CORP$250,9900.10%2,278CommonSOLE
464287622IWBISHARES TR$250,2050.10%670CommonSOLE
717081103PFEPFIZER INC$239,1890.09%9,606CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$233,0000.09%946CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$225,5370.09%2,654CommonSOLE
464287440IEFISHARES TR$223,4840.09%2,324CommonSOLE
907818108UNPUNION PAC CORP$217,9030.09%942CommonSOLE
46435G243SUSBISHARES TR$209,2910.08%8,292CommonSOLE
H1467J104CBCHUBB LIMITED$202,8780.08%650CommonSOLE
336433107FSLRFIRST SOLAR INC$202,7140.08%776CommonSOLE
002824100ABTABBOTT LABS$200,5890.08%1,601CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.