Bigelow Investment Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 30, 2026), Bigelow Investment Advisors, LLC reported 157 stock positions worth $276.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 7.1% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 4.9%) and Vanguard Dividend Apprec ETF (VIG, 4.3%). Compared with Q1 2026, it opened 9 new positions, sold out of 6, added to 64 and reduced 70. The biggest buy was Advanced Micro Devices (AMD, shares +5%) and the biggest sale iShares Gold Trust (IAU, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- Portland, ME
- CIK
- 0001729516
- Portfolio Value
- $276.2M (Q2 2026)
- SEC Filing
- 0002085853-26-000916 ↗ filed Jul 30, 2026
Holdings Value
Holdings 157 stocks · $276.2M
| IVV iShares Core S&P 500 ETF | 7.07% | 26,068 | $19.5M | Add +1.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.90% | 18,132 | $13.5M | Reduce -2.2% |
| VIG Vanguard Dividend Apprec ETF | 4.31% | 50,332 | $11.9M | Reduce -0.3% |
| IAU iShares Gold Trust | 3.47% | 126,904 | $9.6M | Reduce -3.1% |
| HEFA Isha Curr Hedged MSCI Eafe | 2.90% | 170,956 | $8.0M | Add +22.0% |
| IJH iShares Core S&P Midcap ETF | 2.87% | 102,935 | $7.9M | Reduce -1.0% |
| AAPL Apple Inc. | 2.77% | 26,409 | $7.6M | Add +0.3% |
| IJR iShares Core S&P Small-Cap E | 1.99% | 37,133 | $5.5M | Reduce -5.9% |
| SCHG Schwab US Large-Cap Growth | 1.98% | 161,426 | $5.5M | Add +2.1% |
| SCHX Schwab US Large-Cap ETF | 1.86% | 174,562 | $5.1M | Reduce -1.3% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.85% | 97,430 | $5.1M | Add +3.8% |
| SCHO Schwab Short-Term US Treas | 1.81% | 206,562 | $5.0M | Add +4.4% |
| NVDA Nvidia Corp. | 1.74% | 24,003 | $4.8M | Add +11.6% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.72% | 46,350 | $4.7M | Add +4.5% |
| BUFR FT Vest Lad Buffervetf-Usd I | 1.71% | 129,658 | $4.7M | Reduce -9.9% |
| GOOGL Alphabet Inc. Class A | 1.61% | 12,457 | $4.5M | Reduce -1.7% |
| MSFT Microsoft Corp. | 1.55% | 11,460 | $4.3M | Add +3.3% |
| JNJ Johnson & Johnson | 1.51% | 16,425 | $4.2M | Add +0.7% |
| MBB iShares MBS ETF | 1.44% | 42,212 | $4.0M | Reduce -0.3% |
| RSP Invesco S&P 500 Equal Weight | 1.42% | 18,461 | $3.9M | Add +6.7% |
| IEFA iShares Core MSCI Eafe ETF | 1.36% | 38,971 | $3.8M | Reduce -1.0% |
| GOOG Alphabet Inc. Class C | 1.33% | 10,369 | $3.7M | Reduce -3.7% |
| JPM JPMorgan Chase & Co. | 1.26% | 10,630 | $3.5M | Add +0.8% |
| AGG iShares Core U.S. Aggregate | 1.15% | 32,005 | $3.2M | Reduce -7.6% |
| AXP American Express Co. | 1.03% | 8,441 | $2.9M | Add +0.4% |
| RTX RTX Corp. | 1.01% | 14,677 | $2.8M | Reduce -2.4% |
| AMZN Amazon.com Inc. | 0.99% | 11,424 | $2.7M | Reduce -0.1% |
| VYM Vanguard High DVD Yield ETF | 0.93% | 16,173 | $2.6M | Add +6.1% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.90% | 47,002 | $2.5M | Add +7.6% |
| AMD Advanced Micro Devices | 0.88% | 4,171 | $2.4M | Add +5.3% |
| VEA Vanguard Ftse Developed ETF | 0.86% | 33,290 | $2.4M | Reduce -0.2% |
| VPU Vanguard Utilities ETF | 0.78% | 11,035 | $2.2M | Reduce -5.5% |
| LMBS First Trust Low Duration Opp | 0.78% | 43,258 | $2.2M | Reduce -5.2% |
| SCHV Schwab US Large-Cap Value | 0.78% | 61,824 | $2.2M | Add +3.0% |
| CSCO Cisco Systems Inc. | 0.77% | 18,037 | $2.1M | Reduce -3.8% |
| SCHB Schwab US Broad Market ETF | 0.76% | 72,116 | $2.1M | Reduce -1.3% |
| GVI iShares Intermediate Governm | 0.73% | 19,032 | $2.0M | Add +8.4% |
| VCIT Vanguard Int-Term Corporate | 0.71% | 23,727 | $2.0M | Add +1.0% |
| FLOT iShares Floating Rate Bond E | 0.67% | 36,083 | $1.8M | Reduce -1.4% |
| NEE Nextera Energy Inc. | 0.66% | 20,771 | $1.8M | Add +0.7% |
| VFH Vanguard Financials ETF | 0.62% | 12,996 | $1.7M | Reduce -1.6% |
| PG The Procter & Gamble Co. | 0.62% | 11,627 | $1.7M | Add +1.3% |
| IEMG iShares Core MSCI Emerging | 0.61% | 20,456 | $1.7M | Reduce -1.7% |
| CAT Caterpillar Inc. | 0.61% | 1,591 | $1.7M | Reduce -3.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.59% | 10,791 | $1.6M | Reduce -0.1% |
| GD General Dynamics Corp. | 0.57% | 4,475 | $1.6M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.57% | 16,372 | $1.6M | Add +0.9% |
| ANET Arista Networks Inc. | 0.57% | 9,237 | $1.6M | Reduce -0.2% |
| SUSA iShares ESG Optimized MSCI U | 0.56% | 9,998 | $1.5M | Reduce -2.4% |
| AMAT Applied Materials Inc. | 0.53% | 2,033 | $1.5M | Reduce -13.5% |
| ETN Eaton Corp. PLC | 0.52% | 3,353 | $1.4M | Add +2.4% |
| ECL Ecolab Inc. | 0.51% | 5,040 | $1.4M | Add +1.4% |
| VOX Vanguard Communication Servi | 0.50% | 7,486 | $1.4M | Reduce -3.9% |
| TXN Texas Instruments Inc. | 0.46% | 4,295 | $1.3M | Reduce -0.6% |
| V Visa Inc. Class A | 0.46% | 3,707 | $1.3M | Reduce -3.0% |
| BAC Bank of America Corp. | 0.45% | 21,774 | $1.2M | Add +1.5% |
| PEP Pepsico Inc. | 0.43% | 8,857 | $1.2M | Reduce -1.7% |
| QLTA iShares Aaa - A Rated Corpor | 0.43% | 25,235 | $1.2M | Reduce -0.1% |
| SCHP Schwab U.S. Tips ETF | 0.43% | 45,229 | $1.2M | Add +10.4% |
| META Meta Platforms Inc. Class A | 0.43% | 2,118 | $1.2M | Add +6.9% |
| GNMA iShares Gnma Bond ETF | 0.41% | 25,411 | $1.1M | Reduce -9.3% |
| CWB SS SPDR BB Conv Sec ETF | 0.40% | 10,234 | $1.1M | Add +53.3% |
| ROL Rollins Inc. | 0.39% | 25,800 | $1.1M | New |
| HD Home Depot Inc. | 0.39% | 3,018 | $1.1M | Reduce -2.2% |
| DE Deere & Co. | 0.38% | 1,653 | $1.0M | Add +1.5% |
| TMO Thermo Fisher Scientific Inc. | 0.38% | 2,080 | $1.0M | Add +0.7% |
| ORCL Oracle Corp. | 0.38% | 7,087 | $1.0M | Add +5.6% |
| VHT Vanguard Health Care ETF | 0.37% | 3,455 | $1.0M | Reduce -7.0% |
| ESGU iShares ESG Aware MSCI USA | 0.37% | 6,277 | $1.0M | No change |
| IEI iShares 3-7 Year Treasury Bo | 0.37% | 8,735 | $1.0M | Add +17.0% |
| DHR Danaher Corp. | 0.36% | 5,255 | $1.0M | Reduce -2.2% |
| MRVL Marvell Technology Inc. | 0.36% | 3,321 | $989K | Add +4.1% |
| SBUX Starbucks Corp. | 0.36% | 9,655 | $987K | Add +0.6% |
| NFLX Netflix Inc. | 0.35% | 13,432 | $959K | Add +5.0% |
| DUK Duke Energy Corp. | 0.35% | 7,557 | $957K | Add +0.3% |
| MU Micron Technology Inc. | 0.33% | 793 | $915K | Add +17.3% |
| LOW Lowe's Cos Inc. | 0.33% | 4,146 | $914K | Add +2.6% |
| VWO Vanguard Ftse Emerging Marke | 0.33% | 15,243 | $910K | Reduce -1.8% |
| CL Colgate-Palmolive Co. | 0.32% | 9,666 | $886K | Add +4.0% |
| SCHM Schwab US Mid Cap ETF | 0.31% | 22,962 | $847K | Reduce -10.1% |
| UNH Unitedhealth Group Inc. | 0.30% | 2,012 | $836K | Reduce -2.6% |
| MDT Medtronic PLC | 0.30% | 10,654 | $833K | Reduce -4.2% |
| MA Mastercard Inc. Class A | 0.30% | 1,616 | $830K | Reduce -3.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 1,658 | $830K | Reduce -4.3% |
| VRT Vertiv Holdings Co. Class A | 0.30% | 2,460 | $824K | Add +1.7% |
| COST Costco Wholesale Corp. | 0.29% | 857 | $802K | Add +4.0% |
| VDC Vanguard Consumer Staple ETF | 0.28% | 3,435 | $775K | Add +13.4% |
| MRK Merck & Co. Inc. | 0.28% | 6,009 | $772K | Reduce -3.1% |
| LLY Eli Lilly & Co. | 0.28% | 639 | $766K | Reduce -0.9% |
| CSX CSX Corp. | 0.28% | 16,026 | $762K | No change |
| WMT Walmart Inc. | 0.27% | 6,585 | $746K | Add +1.4% |
| VZ Verizon Communications Inc. | 0.27% | 17,416 | $737K | Add +4.7% |
| IWM iShares Russell 2000 ETF | 0.27% | 2,453 | $737K | Reduce -1.3% |
| TIP iShares Tips Bond ETF | 0.26% | 6,487 | $710K | No change |
| IDXX Idexx Laboratories Inc. | 0.25% | 1,321 | $695K | Reduce -3.4% |
| IYF iShares US Financials ETF | 0.25% | 5,377 | $686K | Reduce -1.4% |
| FDX FedEx Corp. | 0.25% | 2,180 | $683K | Add +9.2% |
| GS Goldman Sachs Group Inc. | 0.25% | 671 | $679K | Add +5.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 2,405 | $676K | New |
| TT Trane Technologies PLC | 0.24% | 1,341 | $659K | Reduce -0.7% |
Portfolio Sells Q1 2026 → Q2 2026
| IAU iShares Gold Trust | Reduce -3.1% | 3.47% | −1.16 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −1.00 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -9.9% | 1.71% | −0.23 |
| AGG iShares Core U.S. Aggregate | Reduce -7.6% | 1.15% | −0.23 |
| MBB iShares MBS ETF | Reduce -0.3% | 1.44% | −0.17 |
| RTX RTX Corp. | Reduce -2.4% | 1.01% | −0.15 |
| VPU Vanguard Utilities ETF | Reduce -5.5% | 0.78% | −0.14 |
| LMBS First Trust Low Duration Opp | Reduce -5.2% | 0.78% | −0.13 |
| PEP Pepsico Inc. | Reduce -1.7% | 0.43% | −0.13 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.11 |
| CME Cme Group Inc. | Reduce -3.2% | 0.20% | −0.11 |
| TJX TJX Companies Inc. | Reduce -0.1% | 0.59% | −0.10 |
| GNMA iShares Gnma Bond ETF | Reduce -9.3% | 0.41% | −0.09 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.09 |
| MDT Medtronic PLC | Reduce -4.2% | 0.30% | −0.08 |
| MKC McCormick & Co.-Non VTG SHRS | Sold out | 0.00% | −0.08 |
| SUB iShares Short-Term National | Sold out | 0.00% | −0.08 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.08 |
| NKE Nike Inc. Class B | Reduce -7.0% | 0.15% | −0.08 |
| FLOT iShares Floating Rate Bond E | Reduce -1.4% | 0.67% | −0.08 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.0% | 1.36% | −0.06 |
| VOX Vanguard Communication Servi | Reduce -3.9% | 0.50% | −0.06 |
| GLD SPDR Gold Shares | Reduce -2.6% | 0.18% | −0.06 |
| IDXX Idexx Laboratories Inc. | Reduce -3.4% | 0.25% | −0.06 |
| QLTA iShares Aaa - A Rated Corpor | Reduce -0.1% | 0.43% | −0.05 |
| MUB iShares National Muni Bond E | Reduce -19.9% | 0.13% | −0.05 |
| DHR Danaher Corp. | Reduce -2.2% | 0.36% | −0.05 |
| IBB iShares Biotechnology ETF | Reduce -21.8% | 0.16% | −0.04 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.3% | 4.31% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -3.7% | 0.30% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.3% | 0.30% | −0.03 |
| VHT Vanguard Health Care ETF | Reduce -7.0% | 0.37% | −0.03 |
| PYPL PayPal Holdings Inc. | Reduce -13.4% | 0.09% | −0.03 |
| SCHH Schwab US REIT ETF | Reduce -13.6% | 0.18% | −0.03 |
| PFE Pfizer Inc. | Reduce -2.2% | 0.08% | −0.02 |
| IAGG iShares Intl Aggregate Bond | Reduce -6.5% | 0.14% | −0.02 |
| EA Electronic Arts Inc. | Reduce -13.1% | 0.09% | −0.02 |
| HD Home Depot Inc. | Reduce -2.2% | 0.39% | −0.02 |
| VFH Vanguard Financials ETF | Reduce -1.6% | 0.62% | −0.02 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -1.9% | 0.15% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -3.1% | 0.28% | −0.02 |
| TFLO iShares Treasury Floating Ra | Reduce -2.2% | 0.12% | −0.02 |
| SCHM Schwab US Mid Cap ETF | Reduce -10.1% | 0.31% | −0.01 |
| UPS United Parcel Service Class B | Reduce -3.4% | 0.21% | −0.01 |
| IYF iShares US Financials ETF | Reduce -1.4% | 0.25% | −0.01 |
| SCHF Schwab Intl Equity ETF | Reduce -6.4% | 0.13% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.8% | 0.33% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -0.1% | 0.13% | −0.00 |
| NSC Norfolk Southern Corp. | Reduce -1.0% | 0.20% | −0.00 |
| V Visa Inc. Class A | Reduce -3.0% | 0.46% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| AMD Advanced Micro Devices | Add +5.3% | 0.88% | +0.55 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +22.0% | 2.90% | +0.52 |
| ROL Rollins Inc. | New | 0.39% | +0.39 |
| IVV iShares Core S&P 500 ETF | Add +1.8% | 7.07% | +0.37 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +4.5% | 1.72% | +0.32 |
| IBM Intl Business Machines Corp. | New | 0.24% | +0.24 |
| MU Micron Technology Inc. | Add +17.3% | 0.33% | +0.24 |
| NVDA Nvidia Corp. | Add +11.6% | 1.74% | +0.24 |
| MRVL Marvell Technology Inc. | Add +4.1% | 0.36% | +0.23 |
| STX Seagate Technology Holdings | New | 0.17% | +0.17 |
| INTC Intel Corp. | New | 0.17% | +0.17 |
| CWB SS SPDR BB Conv Sec ETF | Add +53.3% | 0.40% | +0.15 |
| SCHG Schwab US Large-Cap Growth | Add +2.1% | 1.98% | +0.13 |
| SOXX iShares Semiconductor ETF | Add +10.6% | 0.20% | +0.10 |
| FSLR First Solar Inc. | New | 0.09% | +0.09 |
| RSP Invesco S&P 500 Equal Weight | Add +6.7% | 1.42% | +0.09 |
| AAPL Apple Inc. | Add +0.3% | 2.77% | +0.09 |
| CMI Cummins Inc. | New | 0.09% | +0.09 |
| WAT Waters Corp. | New | 0.08% | +0.08 |
| ESML iShares ESG Aware MSCI USA S | New | 0.08% | +0.08 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.07% | +0.07 |
| TSM Taiwan Semiconductor-SP ADR | Add +13.2% | 0.21% | +0.06 |
| VRT Vertiv Holdings Co. Class A | Add +1.7% | 0.30% | +0.06 |
| ETN Eaton Corp. PLC | Add +2.4% | 0.52% | +0.05 |
| SCHV Schwab US Large-Cap Value | Add +3.0% | 0.78% | +0.05 |
| P Everpure Inc. Class A | Add +23.2% | 0.14% | +0.05 |
| PWR Quanta Services Inc. | Add +14.1% | 0.14% | +0.04 |
| BAC Bank of America Corp. | Add +1.5% | 0.45% | +0.03 |
| GS Goldman Sachs Group Inc. | Add +5.5% | 0.25% | +0.03 |
| SYY Sysco Corp. | Add +7.7% | 0.23% | +0.03 |
| VYM Vanguard High DVD Yield ETF | Add +6.1% | 0.93% | +0.02 |
| COF Capital One Financial Corp. | Add +22.8% | 0.10% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +0.8% | 1.26% | +0.02 |
| ICVT iShares Convertible Bond ETF | Add +9.0% | 0.12% | +0.02 |
| IEI iShares 3-7 Year Treasury Bo | Add +17.0% | 0.37% | +0.02 |
| AXP American Express Co. | Add +0.4% | 1.03% | +0.02 |
| SBUX Starbucks Corp. | Add +0.6% | 0.36% | +0.01 |
| DE Deere & Co. | Add +1.5% | 0.38% | +0.01 |
| VDC Vanguard Consumer Staple ETF | Add +13.4% | 0.28% | +0.01 |
| SUSL iShares ESG MSCI USA Leaders | Add +0.1% | 0.14% | +0.01 |
| CL Colgate-Palmolive Co. | Add +4.0% | 0.32% | +0.00 |
| UNP Union Pacific Corp. | Add +2.0% | 0.11% | +0.00 |
| BKNG Booking Holdings Inc. | Add +6.1% | 0.20% | +0.00 |
| UBER Uber Technologies Inc. | Add +11.7% | 0.12% | +0.00 |
| IEF iShares 7-10 Year Treasury B | Add +10.4% | 0.08% | −0.00 |
| SCHP Schwab U.S. Tips ETF | Add +10.4% | 0.43% | −0.00 |
| KEX Kirby Corp. | Add +5.0% | 0.11% | −0.00 |
| BX Blackstone Inc. | Add +5.0% | 0.16% | −0.00 |
| HONA Honeywell Aerospace Inc. | Add +2.7% | 0.12% | −0.01 |
| BDX Becton Dickinson and Co. | Add +3.1% | 0.16% | −0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 157 | $276.2M | IVV, SPY, VIG, IAU, HEFA |
| Q1 2026 | 153 | $249.8M | IVV, SPY, IAU, VIG, IJH |
| Q4 2025 | 149 | $256.0M | IVV, SPY, IAU, VIG, AAPL |
| Q3 2025 | 149 | $248.1M | IVV, SPY, VIG, IAU, AAPL |
| Q2 2025 | 147 | $226.9M | IVV, SPY, VIG, IAU, IJR |
| Q1 2025 | 146 | $210.5M | IVV, SPY, VIG, IAU, AAPL |
| Q4 2024 | 146 | $213.1M | IVV, SPY, VIG, AAPL, IJH |
| Q3 2024 | 155 | $224.3M | SPY, IVV, VIG, AAPL, IJH |
| Q2 2024Amended | 152 | $209.5M | SPY, IVV, VIG, AAPL, SCHX |
| Q1 2024 | 153 | $203.4M | SPY, IVV, VIG, SCHX, IJH |