Bigelow Investment Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 28, 2026), Bigelow Investment Advisors, LLC reported 149 stock positions worth $256.0 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 6.9% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 4.8%) and iShares Gold Trust (IAU, 4.5%). Compared with Q3 2025, it opened 5 new positions, sold out of 5, added to 63 and reduced 72. The biggest buy was iShares Gold Trust (IAU, shares +1%) and the biggest sale Oracle (ORCL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Portland, ME
- CIK
- 0001729516
- Portfolio Value
- $256.0M (Q4 2025)
- SEC Filing
- 0002085853-26-000130 ↗ filed Jan 28, 2026
Holdings Value
Holdings 149 stocks · $256.0M
| IVV iShares Core S&P 500 ETF | 6.88% | 25,697 | $17.6M | Add +4.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.81% | 18,067 | $12.3M | Reduce -3.5% |
| IAU iShares Gold Trust | 4.55% | 143,370 | $11.6M | Add +0.6% |
| VIG Vanguard Dividend Apprec ETF | 4.38% | 51,034 | $11.2M | Add +0.1% |
| AAPL Apple Inc. | 2.86% | 26,901 | $7.3M | Reduce -1.6% |
| IJH iShares Core S&P Midcap ETF | 2.59% | 100,465 | $6.6M | Add +3.8% |
| BUFR FT Vest Lad Buffervetf-Usd I | 2.19% | 163,967 | $5.6M | Add +4.8% |
| MSFT Microsoft Corp. | 2.09% | 11,088 | $5.4M | Add +0.2% |
| SCHG Schwab US Large-Cap Growth | 2.05% | 160,652 | $5.2M | Add +1.1% |
| SCHX Schwab US Large-Cap ETF | 2.02% | 192,311 | $5.2M | Reduce -8.1% |
| IJR iShares Core S&P Small-Cap E | 1.92% | 41,006 | $4.9M | Reduce -5.8% |
| SCHO Schwab Short-Term US Treas | 1.92% | 201,602 | $4.9M | Add +18.1% |
| HEFA Isha Curr Hedged MSCI Eafe | 1.89% | 117,285 | $4.9M | Add +14.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.70% | 82,156 | $4.3M | Add +22.9% |
| GOOGL Alphabet Inc. Class A | 1.61% | 13,133 | $4.1M | Reduce -6.9% |
| NVDA Nvidia Corp. | 1.56% | 21,454 | $4.0M | Reduce -7.0% |
| MBB iShares MBS ETF | 1.39% | 37,400 | $3.6M | Add +12.7% |
| JNJ Johnson & Johnson | 1.37% | 16,941 | $3.5M | Add +0.4% |
| GOOG Alphabet Inc. Class C | 1.34% | 10,934 | $3.4M | Reduce -2.4% |
| JPM JPMorgan Chase & Co. | 1.34% | 10,634 | $3.4M | Reduce -0.1% |
| IEFA iShares Core MSCI Eafe ETF | 1.30% | 37,340 | $3.3M | Add +1.4% |
| AGG iShares Core U.S. Aggregate | 1.27% | 32,566 | $3.3M | Add +8.5% |
| AXP American Express Co. | 1.23% | 8,493 | $3.1M | Reduce -2.1% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.13% | 39,705 | $2.9M | Add +6.0% |
| RSP Invesco S&P 500 Equal Weight | 1.11% | 14,829 | $2.8M | Add +4.3% |
| RTX RTX Corp. | 1.09% | 15,234 | $2.8M | Reduce -1.2% |
| AMZN Amazon.com Inc. | 0.98% | 10,850 | $2.5M | Reduce -0.8% |
| LMBS First Trust Low Duration Opp | 0.96% | 49,370 | $2.5M | Reduce -2.7% |
| VPU Vanguard Utilities ETF | 0.95% | 13,188 | $2.4M | Add +6.7% |
| SCHB Schwab US Broad Market ETF | 0.89% | 86,442 | $2.3M | Reduce -0.9% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.88% | 41,982 | $2.3M | Add +4.6% |
| VYM Vanguard High DVD Yield ETF | 0.83% | 14,757 | $2.1M | Add +3.4% |
| VEA Vanguard Ftse Developed ETF | 0.81% | 33,211 | $2.1M | Reduce -1.2% |
| GNMA iShares Gnma Bond ETF | 0.81% | 46,311 | $2.1M | Reduce -15.1% |
| VFH Vanguard Financials ETF | 0.79% | 15,192 | $2.0M | Add +6.2% |
| FLOT iShares Floating Rate Bond E | 0.77% | 38,773 | $2.0M | Add +0.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.70% | 15,845 | $1.8M | Add +2.0% |
| VOX Vanguard Communication Servi | 0.70% | 9,192 | $1.8M | Add +4.3% |
| XOM Exxon Mobil Corp. | 0.69% | 14,725 | $1.8M | Add +2.6% |
| VCIT Vanguard Int-Term Corporate | 0.69% | 20,989 | $1.8M | Add +2.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.66% | 11,006 | $1.7M | Add +0.6% |
| NEE Nextera Energy Inc. | 0.65% | 20,646 | $1.7M | Reduce -6.8% |
| PG The Procter & Gamble Co. | 0.65% | 11,538 | $1.7M | Reduce -3.3% |
| SCHV Schwab US Large-Cap Value | 0.64% | 55,547 | $1.6M | Reduce -6.3% |
| SUSA iShares ESG Optimized MSCI U | 0.64% | 11,719 | $1.6M | Reduce -7.2% |
| GVI iShares Intermediate Governm | 0.64% | 15,167 | $1.6M | Add +5.5% |
| ROL Rollins Inc. | 0.60% | 25,800 | $1.5M | No change |
| CSCO Cisco Systems Inc. | 0.60% | 20,018 | $1.5M | Reduce -5.0% |
| GD General Dynamics Corp. | 0.59% | 4,475 | $1.5M | Add +0.1% |
| ORCL Oracle Corp. | 0.57% | 7,517 | $1.5M | Reduce -1.1% |
| V Visa Inc. Class A | 0.52% | 3,817 | $1.3M | Reduce -0.7% |
| PEP Pepsico Inc. | 0.51% | 9,074 | $1.3M | Reduce -3.9% |
| IEMG iShares Core MSCI Emerging | 0.50% | 18,956 | $1.3M | Add +12.0% |
| ECL Ecolab Inc. | 0.49% | 4,768 | $1.3M | Add +0.9% |
| META Meta Platforms Inc. Class A | 0.48% | 1,847 | $1.2M | Add +8.4% |
| DHR Danaher Corp. | 0.47% | 5,303 | $1.2M | Reduce -1.4% |
| QLTA iShares Aaa - A Rated Corpor | 0.46% | 24,691 | $1.2M | Add +15.5% |
| TMO Thermo Fisher Scientific Inc. | 0.46% | 2,041 | $1.2M | Add +1.9% |
| ANET Arista Networks Inc. | 0.46% | 8,962 | $1.2M | Add +1.1% |
| VHT Vanguard Health Care ETF | 0.46% | 4,070 | $1.2M | Reduce -3.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.45% | 20,917 | $1.2M | Add +2.3% |
| NFLX Netflix Inc. | 0.42% | 11,574 | $1.1M | Add +4.5% |
| MDT Medtronic PLC | 0.41% | 11,004 | $1.1M | Reduce -2.3% |
| HD Home Depot Inc. | 0.41% | 3,038 | $1.0M | Reduce -0.4% |
| SCHP Schwab U.S. Tips ETF | 0.40% | 38,481 | $1.0M | Reduce -2.9% |
| ETN Eaton Corp. PLC | 0.39% | 3,137 | $999K | Reduce -0.3% |
| ESGU iShares ESG Aware MSCI USA | 0.39% | 6,642 | $990K | Reduce -4.3% |
| LOW Lowe's Cos Inc. | 0.38% | 4,036 | $973K | Reduce -1.0% |
| CAT Caterpillar Inc. | 0.37% | 1,664 | $953K | Reduce -3.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.37% | 1,875 | $942K | No change |
| MA Mastercard Inc. Class A | 0.36% | 1,611 | $920K | Reduce -2.3% |
| IDXX Idexx Laboratories Inc. | 0.35% | 1,336 | $904K | Reduce -2.8% |
| VWO Vanguard Ftse Emerging Marke | 0.35% | 16,778 | $902K | Reduce -6.5% |
| DUK Duke Energy Corp. | 0.34% | 7,373 | $864K | Add +1.3% |
| AMD Advanced Micro Devices | 0.33% | 3,999 | $856K | Reduce -0.7% |
| SCHM Schwab US Mid Cap ETF | 0.33% | 27,826 | $837K | Reduce -11.4% |
| IEI iShares 3-7 Year Treasury Bo | 0.31% | 6,632 | $792K | Add +40.1% |
| SBUX Starbucks Corp. | 0.31% | 9,379 | $790K | Reduce -1.8% |
| TXN Texas Instruments Inc. | 0.30% | 4,500 | $781K | Reduce -12.7% |
| VDC Vanguard Consumer Staple ETF | 0.30% | 3,615 | $764K | Add +11.5% |
| UNH Unitedhealth Group Inc. | 0.30% | 2,304 | $761K | Reduce -0.5% |
| DE Deere & Co. | 0.29% | 1,588 | $739K | Add +2.6% |
| IYF iShares US Financials ETF | 0.29% | 5,712 | $736K | No change |
| AMAT Applied Materials Inc. | 0.28% | 2,833 | $728K | Reduce -22.5% |
| CL Colgate-Palmolive Co. | 0.28% | 9,201 | $727K | Reduce -3.0% |
| TIP iShares Tips Bond ETF | 0.28% | 6,550 | $720K | Reduce -2.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.28% | 2,407 | $713K | Reduce -1.8% |
| CME Cme Group Inc. | 0.28% | 2,590 | $707K | Reduce -1.1% |
| COST Costco Wholesale Corp. | 0.28% | 820 | $707K | Add +3.4% |
| MRK Merck & Co. Inc. | 0.28% | 6,714 | $707K | Reduce -5.7% |
| NKE Nike Inc. Class B | 0.27% | 10,664 | $679K | Reduce -7.3% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.26% | 5,163 | $665K | Reduce -5.0% |
| FDX FedEx Corp. | 0.26% | 2,280 | $659K | Add +1.8% |
| LLY Eli Lilly & Co. | 0.25% | 604 | $649K | Reduce -7.4% |
| WMT Walmart Inc. | 0.25% | 5,813 | $648K | Add +7.4% |
| IWM iShares Russell 2000 ETF | 0.25% | 2,561 | $631K | Reduce -10.9% |
| VZ Verizon Communications Inc. | 0.25% | 15,404 | $627K | Add +1.8% |
| GILD Gilead Sciences Inc. | 0.24% | 5,021 | $616K | Add +0.1% |
| GLD SPDR Gold Shares | 0.24% | 1,534 | $608K | Reduce -3.8% |
| IBB iShares Biotechnology ETF | 0.24% | 3,572 | $603K | Add +2.1% |
Portfolio Sells Q3 2025 → Q4 2025
| ORCL Oracle Corp. | Reduce -1.1% | 0.57% | −0.29 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.5% | 4.81% | −0.22 |
| SCHX Schwab US Large-Cap ETF | Reduce -8.1% | 2.02% | −0.20 |
| NVDA Nvidia Corp. | Reduce -7.0% | 1.56% | −0.17 |
| GNMA iShares Gnma Bond ETF | Reduce -15.1% | 0.81% | −0.17 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.17 |
| IJR iShares Core S&P Small-Cap E | Reduce -5.8% | 1.92% | −0.16 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.14 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.10 |
| USHY iShares Broad Usd High Yield | Sold out | 0.00% | −0.10 |
| PG The Procter & Gamble Co. | Reduce -3.3% | 0.65% | −0.09 |
| HD Home Depot Inc. | Reduce -0.4% | 0.41% | −0.09 |
| ETN Eaton Corp. PLC | Reduce -0.3% | 0.39% | −0.08 |
| IWP iShares Russell Mid-Cap Grow | Sold out | 0.00% | −0.08 |
| TXN Texas Instruments Inc. | Reduce -12.7% | 0.30% | −0.08 |
| NKE Nike Inc. Class B | Reduce -7.3% | 0.27% | −0.06 |
| LMBS First Trust Low Duration Opp | Reduce -2.7% | 0.96% | −0.05 |
| SCHV Schwab US Large-Cap Value | Reduce -6.3% | 0.64% | −0.05 |
| SUSA iShares ESG Optimized MSCI U | Reduce -7.2% | 0.64% | −0.05 |
| SCHM Schwab US Mid Cap ETF | Reduce -11.4% | 0.33% | −0.05 |
| ADSK Autodesk Inc. | Reduce -21.2% | 0.11% | −0.05 |
| PYPL PayPal Holdings Inc. | Reduce -6.0% | 0.17% | −0.04 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -15.2% | 0.20% | −0.04 |
| BX Blackstone Inc. | Reduce -4.2% | 0.22% | −0.04 |
| PFE Pfizer Inc. | Reduce -27.4% | 0.09% | −0.04 |
| VWO Vanguard Ftse Emerging Marke | Reduce -6.5% | 0.35% | −0.04 |
| IWM iShares Russell 2000 ETF | Reduce -10.9% | 0.25% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -1.0% | 0.38% | −0.03 |
| SCHP Schwab U.S. Tips ETF | Reduce -2.9% | 0.40% | −0.03 |
| IAGG iShares Intl Aggregate Bond | Reduce -9.7% | 0.18% | −0.03 |
| NEE Nextera Energy Inc. | Reduce -6.8% | 0.65% | −0.03 |
| PEP Pepsico Inc. | Reduce -3.9% | 0.51% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -0.5% | 0.30% | −0.03 |
| CL Colgate-Palmolive Co. | Reduce -3.0% | 0.28% | −0.02 |
| ESGU iShares ESG Aware MSCI USA | Reduce -4.3% | 0.39% | −0.02 |
| MDT Medtronic PLC | Reduce -2.3% | 0.41% | −0.02 |
| ABT Abbott Laboratories | Reduce -11.2% | 0.08% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -2.3% | 0.36% | −0.02 |
| SCHB Schwab US Broad Market ETF | Reduce -0.9% | 0.89% | −0.02 |
| TIP iShares Tips Bond ETF | Reduce -2.0% | 0.28% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -11.9% | 0.10% | −0.02 |
| SBUX Starbucks Corp. | Reduce -1.8% | 0.31% | −0.02 |
| AMAT Applied Materials Inc. | Reduce -22.5% | 0.28% | −0.02 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -5.0% | 0.26% | −0.02 |
| SCHA Schwab US Small-Cap ETF | Reduce -6.4% | 0.20% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -0.1% | 1.34% | −0.01 |
| MUB iShares National Muni Bond E | Reduce -4.9% | 0.17% | −0.01 |
| TFLO iShares Treasury Floating Ra | Reduce -3.4% | 0.18% | −0.01 |
| ITW Illinois Tool Works | Reduce -1.1% | 0.09% | −0.01 |
| BDX Becton Dickinson and Co. | Reduce -4.5% | 0.21% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| IAU iShares Gold Trust | Add +0.6% | 4.55% | +0.37 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +22.9% | 1.70% | +0.27 |
| IVV iShares Core S&P 500 ETF | Add +4.9% | 6.88% | +0.27 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +14.5% | 1.89% | +0.26 |
| SCHO Schwab Short-Term US Treas | Add +18.1% | 1.92% | +0.24 |
| MBB iShares MBS ETF | Add +12.7% | 1.39% | +0.12 |
| JNJ Johnson & Johnson | Add +0.4% | 1.37% | +0.11 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +6.0% | 1.13% | +0.11 |
| KEX Kirby Corp. | New | 0.10% | +0.10 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +4.8% | 2.19% | +0.09 |
| IEF iShares 7-10 Year Treasury B | New | 0.09% | +0.09 |
| SUSB iShares ESG Aware 1-5 Year U | New | 0.08% | +0.08 |
| IEI iShares 3-7 Year Treasury Bo | Add +40.1% | 0.31% | +0.08 |
| FSLR First Solar Inc. | New | 0.08% | +0.08 |
| CB Chubb Ltd. | New | 0.08% | +0.08 |
| TMO Thermo Fisher Scientific Inc. | Add +1.9% | 0.46% | +0.07 |
| AGG iShares Core U.S. Aggregate | Add +8.5% | 1.27% | +0.06 |
| IEMG iShares Core MSCI Emerging | Add +12.0% | 0.50% | +0.05 |
| QLTA iShares Aaa - A Rated Corpor | Add +15.5% | 0.46% | +0.05 |
| FDX FedEx Corp. | Add +1.8% | 0.26% | +0.04 |
| IJH iShares Core S&P Midcap ETF | Add +3.8% | 2.59% | +0.04 |
| XOM Exxon Mobil Corp. | Add +2.6% | 0.69% | +0.04 |
| GS Goldman Sachs Group Inc. | Add +14.4% | 0.20% | +0.04 |
| VFH Vanguard Financials ETF | Add +6.2% | 0.79% | +0.04 |
| IBB iShares Biotechnology ETF | Add +2.1% | 0.24% | +0.03 |
| VOX Vanguard Communication Servi | Add +4.3% | 0.70% | +0.03 |
| WMT Walmart Inc. | Add +7.4% | 0.25% | +0.03 |
| BAC Bank of America Corp. | Add +2.3% | 0.45% | +0.02 |
| TJX TJX Companies Inc. | Add +0.6% | 0.66% | +0.02 |
| RSP Invesco S&P 500 Equal Weight | Add +4.3% | 1.11% | +0.02 |
| VDC Vanguard Consumer Staple ETF | Add +11.5% | 0.30% | +0.02 |
| VRT Vertiv Holdings Co. Class A | Add +9.4% | 0.14% | +0.02 |
| VYM Vanguard High DVD Yield ETF | Add +3.4% | 0.83% | +0.02 |
| GILD Gilead Sciences Inc. | Add +0.1% | 0.24% | +0.02 |
| CRM Salesforce Inc. | Add +0.4% | 0.20% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +9.0% | 0.12% | +0.02 |
| GVI iShares Intermediate Governm | Add +5.5% | 0.64% | +0.01 |
| VPU Vanguard Utilities ETF | Add +6.7% | 0.95% | +0.01 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.4% | 1.30% | +0.01 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +4.6% | 0.88% | +0.01 |
| MRVL Marvell Technology Inc. | Add +10.3% | 0.09% | +0.01 |
| DE Deere & Co. | Add +2.6% | 0.29% | +0.00 |
| SCHG Schwab US Large-Cap Growth | Add +1.1% | 2.05% | +0.00 |
| EFA iShares MSCI Eafe ETF | Add +2.3% | 0.13% | +0.00 |
| MMM 3M Co. | Add +0.1% | 0.15% | +0.00 |
| ESGE iShares Inc. iShares ESG Awar | Add +1.4% | 0.10% | −0.00 |
| PANW Palo Alto Networks Inc. | Add +11.5% | 0.14% | −0.00 |
| INTU Intuit Inc. | Add +3.9% | 0.17% | −0.00 |
| UNP Union Pacific Corp. | Add +0.6% | 0.09% | −0.00 |
| BKNG Booking Holdings Inc. | Add +1.8% | 0.23% | −0.01 |
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 |