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

0$100.0M$200.0M$300.0M Q1 2024: $203.4M Q1 2024 Q2 2024: $209.5M Q2 2024 Q3 2024: $224.3M Q3 2024 Q4 2024: $213.1M Q4 2024 Q1 2025: $210.5M Q1 2025 Q2 2025: $226.9M Q2 2025 Q3 2025: $248.1M Q3 2025 Q4 2025: $256.0M $256.0M Q4 2025 Q1 2026: $249.8M Q1 2026 Q2 2026: $276.2M Q2 2026

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%
BKNG Booking Holdings Inc. 0.23% 112 $600K Add +1.8%
CSX CSX Corp. 0.23% 16,066 $582K Reduce -0.4%
UPS United Parcel Service Class B 0.23% 5,814 $577K Reduce -10.6%
BX Blackstone Inc. 0.22% 3,685 $568K Reduce -4.2%
BDX Becton Dickinson and Co. 0.21% 2,835 $550K Reduce -4.5%
HON Honeywell International Inc. 0.21% 2,806 $547K Add +3.3%
VGT Vanguard Info Tech ETF 0.21% 715 $539K No change
SCHH Schwab US REIT ETF 0.21% 25,250 $527K Add +2.0%
NSC Norfolk Southern Corp. 0.20% 1,802 $520K No change
SCHA Schwab US Small-Cap ETF 0.20% 18,141 $517K Reduce -6.4%
CRM Salesforce Inc. 0.20% 1,922 $509K Add +0.4%
SCHZ Schwab US Aggregate Bond ETF 0.20% 21,716 $508K Reduce -15.2%
GS Goldman Sachs Group Inc. 0.20% 573 $504K Add +14.4%
SYY Sysco Corp. 0.20% 6,814 $502K Add +2.3%
TT Trane Technologies PLC 0.19% 1,264 $492K Add +2.1%
ESGD iShares Trust iShares ESG Aw 0.19% 5,162 $491K No change
TFLO iShares Treasury Floating Ra 0.18% 9,240 $466K Reduce -3.4%
IAGG iShares Intl Aggregate Bond 0.18% 9,026 $451K Reduce -9.7%
PYPL PayPal Holdings Inc. 0.17% 7,517 $439K Reduce -6.0%
MUB iShares National Muni Bond E 0.17% 3,994 $428K Reduce -4.9%
INTU Intuit Inc. 0.17% 642 $425K Add +3.9%
VOO Vanguard S&P 500 ETF 0.16% 649 $407K No change
MMM 3M Co. 0.15% 2,393 $383K Add +0.1%
SCHF Schwab Intl Equity ETF 0.14% 15,332 $369K Reduce -2.6%
CWB SS SPDR BB Conv Sec ETF 0.14% 4,026 $359K Reduce -0.5%
PANW Palo Alto Networks Inc. 0.14% 1,916 $353K Add +11.5%
VRT Vertiv Holdings Co. Class A 0.14% 2,141 $347K Add +9.4%
ADI Analog Devices Inc. 0.13% 1,229 $333K No change
MCD McDonald's Corp. 0.13% 1,087 $332K No change
UBER Uber Technologies Inc. 0.13% 3,961 $324K Add +7.6%
EFA iShares MSCI Eafe ETF 0.13% 3,369 $324K Add +2.3%
MKC McCormick & Co.-Non VTG SHRS 0.12% 4,629 $315K Reduce -3.2%
TSM Taiwan Semiconductor-SP ADR 0.12% 1,014 $308K Add +9.0%
ADSK Autodesk Inc. 0.11% 994 $294K Reduce -21.2%
EA Electronic Arts Inc. 0.11% 1,385 $283K Reduce -1.6%
ICVT iShares Convertible Bond ETF 0.10% 2,688 $265K Reduce -3.6%
VCSH Vanguard S/T Corp. Bond ETF 0.10% 3,308 $264K Reduce -11.9%
ESGE iShares Inc. iShares ESG Awar 0.10% 5,970 $264K Add +1.4%
KEX Kirby Corp. 0.10% 2,278 $251K New
IWB iShares Russell 1000 ETF 0.10% 670 $250K Reduce -6.9%
PFE Pfizer Inc. 0.09% 9,606 $239K Reduce -27.4%
ITW Illinois Tool Works 0.09% 946 $233K Reduce -1.1%
MRVL Marvell Technology Inc. 0.09% 2,654 $226K Add +10.3%
IEF iShares 7-10 Year Treasury B 0.09% 2,324 $223K New
UNP Union Pacific Corp. 0.09% 942 $218K Add +0.6%
SUSB iShares ESG Aware 1-5 Year U 0.08% 8,292 $209K New
CB Chubb Ltd. 0.08% 650 $203K New
FSLR First Solar Inc. 0.08% 776 $203K New
ABT Abbott Laboratories 0.08% 1,601 $201K Reduce -11.2%

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 157$276.2MIVV, SPY, VIG, IAU, HEFA
Q1 2026 153$249.8MIVV, SPY, IAU, VIG, IJH
Q4 2025 149$256.0MIVV, SPY, IAU, VIG, AAPL
Q3 2025 149$248.1MIVV, SPY, VIG, IAU, AAPL
Q2 2025 147$226.9MIVV, SPY, VIG, IAU, IJR
Q1 2025 146$210.5MIVV, SPY, VIG, IAU, AAPL
Q4 2024 146$213.1MIVV, SPY, VIG, AAPL, IJH
Q3 2024 155$224.3MSPY, IVV, VIG, AAPL, IJH
Q2 2024Amended 152$209.5MSPY, IVV, VIG, AAPL, SCHX
Q1 2024 153$203.4MSPY, IVV, VIG, SCHX, IJH