Q1 2026 · 13F-HR
Bigelow Investment Advisors, LLCholdings as filed
Filed 2026-04-23 · accession 0002085853-26-000468
$249.8M
Reported value
153
Positions
2026-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 464287200 | IVV | ISHARES TR | $16.7M | 6.70% | 25,605 | Common | SOLE |
| 78462F103 | SPY | STATE STR SPDR S&P 500 ETF T | $12.1M | 4.83% | 18,539 | Common | SOLE |
| 464285204 | IAU | ISHARES GOLD TR | $11.6M | 4.62% | 131,038 | Common | SOLE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $10.9M | 4.35% | 50,504 | Common | SOLE |
| 464287507 | IJH | ISHARES TR | $7.0M | 2.81% | 104,018 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $6.7M | 2.68% | 26,337 | Common | SOLE |
| 46434V803 | HEFA | ISHARES TR | $6.0M | 2.38% | 140,130 | Common | SOLE |
| 464288646 | IGSB | ISHARES TR | $4.9M | 1.97% | 93,852 | Common | SOLE |
| 464287804 | IJR | ISHARES TR | $4.9M | 1.96% | 39,480 | Common | SOLE |
| 33740F755 | BUFR | FIRST TR EXCHNG TRADED FD VI | $4.9M | 1.95% | 143,986 | Common | SOLE |
| 808524862 | SCHO | SCHWAB STRATEGIC TR | $4.8M | 1.92% | 197,856 | Common | SOLE |
| 808524300 | SCHG | SCHWAB STRATEGIC TR | $4.6M | 1.84% | 158,122 | Common | SOLE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $4.5M | 1.82% | 176,916 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $4.1M | 1.64% | 11,096 | Common | SOLE |
| 464288588 | MBB | ISHARES TR | $4.0M | 1.61% | 42,357 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $4.0M | 1.60% | 16,307 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $3.8M | 1.50% | 21,509 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $3.6M | 1.46% | 12,668 | Common | SOLE |
| 46432F842 | IEFA | ISHARES TR | $3.6M | 1.43% | 39,367 | Common | SOLE |
| 46434G764 | EMXC | ISHARES INC | $3.5M | 1.40% | 44,345 | Common | SOLE |
| 464287226 | AGG | ISHARES TR | $3.4M | 1.38% | 34,624 | Common | SOLE |
| 46137V357 | RSP | INVESCO EXCHANGE TRADED FD T | $3.3M | 1.33% | 17,297 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $3.1M | 1.24% | 10,541 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $3.1M | 1.24% | 10,768 | Common | SOLE |
| 75513E101 | RTX | RTX CORPORATION | $2.9M | 1.16% | 15,034 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $2.5M | 1.02% | 8,409 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $2.5M | 1.00% | 14,728 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $2.4M | 0.95% | 11,441 | Common | SOLE |
| 464288638 | IGIB | ISHARES TR | $2.3M | 0.93% | 43,675 | Common | SOLE |
| 92204A876 | VPU | VANGUARD WORLD FD | $2.3M | 0.93% | 11,679 | Common | SOLE |
| 33739Q200 | LMBS | FIRST TR EXCHANGE-TRADED FD | $2.3M | 0.91% | 45,609 | Common | SOLE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $2.3M | 0.90% | 15,247 | Common | SOLE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $2.1M | 0.86% | 33,357 | Common | SOLE |
| 92206C870 | VCIT | VANGUARD SCOTTSDALE FDS | $1.9M | 0.78% | 23,491 | Common | SOLE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $1.9M | 0.77% | 20,633 | Common | SOLE |
| 464288612 | GVI | ISHARES TR | $1.9M | 0.75% | 17,553 | Common | SOLE |
| 46429B655 | FLOT | ISHARES TR | $1.9M | 0.75% | 36,588 | Common | SOLE |
| 808524102 | SCHB | SCHWAB STRATEGIC TR | $1.8M | 0.73% | 73,080 | Common | SOLE |
| 808524409 | SCHV | SCHWAB STRATEGIC TR | $1.8M | 0.73% | 60,011 | Common | SOLE |
| 872540109 | TJX | TJX COS INC NEW | $1.7M | 0.69% | 10,800 | Common | SOLE |
| 742718109 | PG | PROCTER & GAMBLE CO | $1.7M | 0.66% | 11,476 | Common | SOLE |
| 92204A405 | VFH | VANGUARD WORLD FD | $1.6M | 0.64% | 13,209 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $1.6M | 0.63% | 16,227 | Common | SOLE |
| 369550108 | GD | GENERAL DYNAMICS CORP | $1.5M | 0.61% | 4,475 | Common | SOLE |
| 17275R102 | CSCO | CISCO SYS INC | $1.5M | 0.58% | 18,758 | Common | SOLE |
| 46434G103 | IEMG | ISHARES INC | $1.5M | 0.58% | 20,814 | Common | SOLE |
| 92204A884 | VOX | VANGUARD WORLD FD | $1.4M | 0.56% | 7,789 | Common | SOLE |
| 713448108 | PEP | PEPSICO INC | $1.4M | 0.56% | 9,011 | Common | SOLE |
| 464288802 | SUSA | ISHARES TR | $1.4M | 0.54% | 10,241 | Common | SOLE |
| 278865100 | ECL | ECOLAB INC | $1.3M | 0.53% | 4,971 | Common | SOLE |
| 46429B333 | GNMA | ISHARES TR | $1.2M | 0.50% | 28,009 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC. | $1.2M | 0.49% | 12,789 | Common | SOLE |
| 46429B291 | QLTA | ISHARES TR | $1.2M | 0.48% | 25,253 | Common | SOLE |
| G29183103 | ETN | EATON CORP PLC | $1.2M | 0.47% | 3,275 | Common | SOLE |
| 149123101 | CAT | CATERPILLAR INC | $1.2M | 0.47% | 1,651 | Common | SOLE |
| 92826C839 | V | VISA INC | $1.2M | 0.46% | 3,821 | Common | SOLE |
| 040413205 | ANET | ARISTA NETWORKS INC | $1.1M | 0.46% | 9,258 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $1.1M | 0.45% | 1,982 | Common | SOLE |
| 808524870 | SCHP | SCHWAB STRATEGIC TR | $1.1M | 0.44% | 40,955 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP | $1.0M | 0.42% | 21,443 | Common | SOLE |
| 235851102 | DHR | DANAHER CORP DEL | $1.0M | 0.41% | 5,374 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $1.0M | 0.41% | 2,065 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $1.0M | 0.41% | 3,085 | Common | SOLE |
| 92204A504 | VHT | VANGUARD WORLD FD | $1.0M | 0.41% | 3,715 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $987,402 | 0.40% | 6,712 | Common | SOLE |
| 26441C204 | DUK | DUKE ENERGY CORP NEW | $986,240 | 0.39% | 7,532 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $963,981 | 0.39% | 11,125 | Common | SOLE |
| 548661107 | LOW | LOWES COS INC | $955,000 | 0.38% | 4,042 | Common | SOLE |
| 244199105 | DE | DEERE & CO | $917,052 | 0.37% | 1,628 | Common | SOLE |
| 46435G425 | ESGU | ISHARES TR | $887,693 | 0.36% | 6,277 | Common | SOLE |
| 464288661 | IEI | ISHARES TR | $885,230 | 0.35% | 7,464 | Common | SOLE |
| 855244109 | SBUX | STARBUCKS CORP | $859,706 | 0.34% | 9,596 | Common | SOLE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $838,856 | 0.34% | 15,520 | Common | SOLE |
| 882508104 | TXN | TEXAS INSTRS INC | $838,685 | 0.34% | 4,320 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $838,429 | 0.34% | 1,678 | Common | SOLE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $834,726 | 0.33% | 16,628 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $830,454 | 0.33% | 1,733 | Common | SOLE |
| 22160K105 | COST | COSTCO WHOLESALE CORPORATION | $821,058 | 0.33% | 824 | Common | SOLE |
| 931142103 | WMT | WALMART INC | $807,323 | 0.32% | 6,496 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $806,193 | 0.32% | 3,963 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $803,207 | 0.32% | 2,350 | Common | SOLE |
| 194162103 | CL | COLGATE PALMOLIVE CO | $792,383 | 0.32% | 9,297 | Common | SOLE |
| 808524508 | SCHM | SCHWAB STRATEGIC TR | $790,595 | 0.32% | 25,536 | Common | SOLE |
| 12572Q105 | CME | CME GROUP INC | $768,796 | 0.31% | 2,603 | Common | SOLE |
| 45168D104 | IDXX | IDEXX LABS INC | $768,666 | 0.31% | 1,368 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $746,159 | 0.30% | 6,203 | Common | SOLE |
| 464287176 | TIP | ISHARES TR | $715,905 | 0.29% | 6,487 | Common | SOLE |
| 31428X106 | FDX | FEDEX CORP | $711,291 | 0.28% | 1,997 | Common | SOLE |
| 375558103 | GILD | GILEAD SCIENCES INC | $696,293 | 0.28% | 4,996 | Common | SOLE |
| 92204A207 | VDC | VANGUARD WORLD FD | $680,059 | 0.27% | 3,028 | Common | SOLE |
| 438516106 | HON | HONEYWELL INTL INC | $663,172 | 0.27% | 2,934 | Common | SOLE |
| 126408103 | CSX | CSX CORP | $657,867 | 0.26% | 16,026 | Common | SOLE |
| 464287788 | IYF | ISHARES TR | $641,482 | 0.26% | 5,452 | Common | SOLE |
| 464287655 | IWM | ISHARES TR | $616,191 | 0.25% | 2,485 | Common | SOLE |
| 78464A359 | CWB | SPDR SERIES TRUST | $610,988 | 0.24% | 6,676 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $606,153 | 0.24% | 2,419 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $593,252 | 0.24% | 645 | Common | SOLE |
| 78463V107 | GLD | SPDR GOLD TR | $587,776 | 0.24% | 1,366 | Common | SOLE |
| 654106103 | NKE | NIKE INC | $585,034 | 0.23% | 11,076 | Common | SOLE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC | $562,599 | 0.23% | 1,350 | Common | SOLE |
| 464288570 | DSI | ISHARES TR | $560,670 | 0.22% | 4,626 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $558,768 | 0.22% | 2,065 | Common | SOLE |
| 911312106 | UPS | UNITED PARCEL SVCS INC | $539,614 | 0.22% | 5,485 | Common | SOLE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $538,050 | 0.22% | 636 | Common | SOLE |
| 655844108 | NSC | NORFOLK SOUTHN CORP | $516,026 | 0.21% | 1,798 | Common | SOLE |
| 808524847 | SCHH | SCHWAB STRATEGIC TR | $508,754 | 0.20% | 23,674 | Common | SOLE |
| 871829107 | SYY | SYSCO CORP | $507,442 | 0.20% | 7,114 | Common | SOLE |
| 46435G516 | ESGD | ISHARES TR | $498,345 | 0.20% | 5,212 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $496,818 | 0.20% | 118 | Common | SOLE |
| 464287556 | IBB | ISHARES TR | $494,899 | 0.20% | 2,931 | Common | SOLE |
| 808524607 | SCHA | SCHWAB STRATEGIC TR | $474,033 | 0.19% | 16,301 | Common | SOLE |
| 075887109 | BDX | BECTON DICKINSON & CO | $439,930 | 0.18% | 2,798 | Common | SOLE |
| 464288414 | MUB | ISHARES TR | $434,578 | 0.17% | 4,094 | Common | SOLE |
| 46435G672 | IAGG | ISHARES TR | $419,585 | 0.17% | 8,385 | Common | SOLE |
| 09260D107 | BX | BLACKSTONE INC | $417,184 | 0.17% | 3,628 | Common | SOLE |
| 808524839 | SCHZ | SCHWAB STRATEGIC TR | $413,246 | 0.17% | 17,797 | Common | SOLE |
| 92204A702 | VGT | VANGUARD WORLD FD | $404,678 | 0.16% | 580 | Common | SOLE |
| 922908363 | VOO | VANGUARD INDEX FDS | $387,810 | 0.16% | 649 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $367,134 | 0.15% | 1,154 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $361,944 | 0.14% | 1,071 | Common | SOLE |
| 88579Y101 | MMM | 3M CO | $347,535 | 0.14% | 2,393 | Common | SOLE |
| 46434V860 | TFLO | ISHARES TR | $339,474 | 0.14% | 6,705 | Common | SOLE |
| 808524805 | SCHF | SCHWAB STRATEGIC TR | $337,032 | 0.13% | 13,617 | Common | SOLE |
| 580135101 | MCD | MCDONALDS CORP | $336,275 | 0.13% | 1,082 | Common | SOLE |
| 464287465 | EFA | ISHARES TR | $327,231 | 0.13% | 3,369 | Common | SOLE |
| 46435U218 | SUSL | ISHARES TR | $319,223 | 0.13% | 2,810 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $316,219 | 0.13% | 1,694 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $315,970 | 0.13% | 3,190 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $311,983 | 0.12% | 1,946 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $308,004 | 0.12% | 4,282 | Common | SOLE |
| 497266106 | KEX | KIRBY CORP | $293,000 | 0.12% | 2,205 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $283,999 | 0.11% | 6,279 | Common | SOLE |
| 46434G863 | ESGE | ISHARES INC | $271,683 | 0.11% | 5,975 | Common | SOLE |
| 285512109 | EA | ELECTRONIC ARTS INC | $270,128 | 0.11% | 1,325 | Common | SOLE |
| 461202103 | INTU | INTUIT | $269,373 | 0.11% | 623 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $260,574 | 0.10% | 1,074 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $257,662 | 0.10% | 9,176 | Common | SOLE |
| 464287523 | SOXX | ISHARES TR | $256,683 | 0.10% | 781 | Common | SOLE |
| 46435G102 | ICVT | ISHARES TR | $251,625 | 0.10% | 2,472 | Common | SOLE |
| 92206C409 | VCSH | VANGUARD SCOTTSDALE FDS | $250,335 | 0.10% | 3,158 | Common | SOLE |
| 74762E102 | QURE | QUANTA SVCS INC | $249,804 | 0.10% | 455 | Common | SOLE |
| 452308109 | ITW | ILLINOIS TOOL WKS INC | $246,234 | 0.10% | 946 | Common | SOLE |
| 464287622 | IWB | ISHARES TR | $238,895 | 0.10% | 670 | Common | SOLE |
| 74624M102 | P | EVERPURE INC | $231,083 | 0.09% | 3,914 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $228,380 | 0.09% | 676 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC | $215,699 | 0.09% | 901 | Common | SOLE |
| 46435G243 | SUSB | ISHARES TR | $214,532 | 0.09% | 8,559 | Common | SOLE |
| 464287440 | IEF | ISHARES TR | $212,839 | 0.09% | 2,230 | Common | SOLE |
| H1467J104 | CB | CHUBB LTD SWITZ | $211,855 | 0.08% | 650 | Common | SOLE |
| 579780206 | MKC | MCCORMICK & CO INC | $209,276 | 0.08% | 4,149 | Common | SOLE |
| 14040H105 | COF | CAPITAL ONE FINL CORP | $208,335 | 0.08% | 1,142 | Common | SOLE |
| 464288158 | SUB | ISHARES TR | $205,652 | 0.08% | 1,931 | Common | SOLE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $203,985 | 0.08% | 7,105 | Common | SOLE |
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.