Bigelow Investment Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 23, 2026), Bigelow Investment Advisors, LLC reported 153 stock positions worth $249.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 6.7% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 4.8%) and iShares Gold Trust (IAU, 4.6%). Compared with Q4 2025, it opened 8 new positions, sold out of 4, added to 64 and reduced 74. The biggest buy was Isha Curr Hedged MSCI Eafe (HEFA, shares +19%) and the biggest sale an exit from Rollins (ROL).
- Most Recent 13F
- Q2 2026
- Location
- Portland, ME
- CIK
- 0001729516
- Portfolio Value
- $249.8M (Q1 2026)
- SEC Filing
- 0002085853-26-000468 ↗ filed Apr 23, 2026
Holdings Value
Holdings 153 stocks · $249.8M
| IVV iShares Core S&P 500 ETF | 6.70% | 25,605 | $16.7M | Reduce -0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.83% | 18,539 | $12.1M | Add +2.6% |
| IAU iShares Gold Trust | 4.62% | 131,038 | $11.6M | Reduce -8.6% |
| VIG Vanguard Dividend Apprec ETF | 4.35% | 50,504 | $10.9M | Reduce -1.0% |
| IJH iShares Core S&P Midcap ETF | 2.81% | 104,018 | $7.0M | Add +3.5% |
| AAPL Apple Inc. | 2.68% | 26,337 | $6.7M | Reduce -2.1% |
| HEFA Isha Curr Hedged MSCI Eafe | 2.38% | 140,130 | $6.0M | Add +19.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.97% | 93,852 | $4.9M | Add +14.2% |
| IJR iShares Core S&P Small-Cap E | 1.96% | 39,480 | $4.9M | Reduce -3.7% |
| BUFR FT Vest Lad Buffervetf-Usd I | 1.95% | 143,986 | $4.9M | Reduce -12.2% |
| SCHO Schwab Short-Term US Treas | 1.92% | 197,856 | $4.8M | Reduce -1.9% |
| SCHG Schwab US Large-Cap Growth | 1.84% | 158,122 | $4.6M | Reduce -1.6% |
| SCHX Schwab US Large-Cap ETF | 1.82% | 176,916 | $4.5M | Reduce -8.0% |
| MSFT Microsoft Corp. | 1.64% | 11,096 | $4.1M | Add +0.1% |
| MBB iShares MBS ETF | 1.61% | 42,357 | $4.0M | Add +13.3% |
| JNJ Johnson & Johnson | 1.60% | 16,307 | $4.0M | Reduce -3.7% |
| NVDA Nvidia Corp. | 1.50% | 21,509 | $3.8M | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 1.46% | 12,668 | $3.6M | Reduce -3.5% |
| IEFA iShares Core MSCI Eafe ETF | 1.43% | 39,367 | $3.6M | Add +5.4% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.40% | 44,345 | $3.5M | Add +11.7% |
| AGG iShares Core U.S. Aggregate | 1.38% | 34,624 | $3.4M | Add +6.3% |
| RSP Invesco S&P 500 Equal Weight | 1.33% | 17,297 | $3.3M | Add +16.6% |
| JPM JPMorgan Chase & Co. | 1.24% | 10,541 | $3.1M | Reduce -0.9% |
| GOOG Alphabet Inc. Class C | 1.24% | 10,768 | $3.1M | Reduce -1.5% |
| RTX RTX Corp. | 1.16% | 15,034 | $2.9M | Reduce -1.3% |
| AXP American Express Co. | 1.02% | 8,409 | $2.5M | Reduce -1.0% |
| XOM Exxon Mobil Corp. | 1.00% | 14,728 | $2.5M | Add +0.0% |
| AMZN Amazon.com Inc. | 0.95% | 11,441 | $2.4M | Add +5.5% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.93% | 43,675 | $2.3M | Add +4.0% |
| VPU Vanguard Utilities ETF | 0.93% | 11,679 | $2.3M | Reduce -11.4% |
| LMBS First Trust Low Duration Opp | 0.91% | 45,609 | $2.3M | Reduce -7.6% |
| VYM Vanguard High DVD Yield ETF | 0.90% | 15,247 | $2.3M | Add +3.3% |
| VEA Vanguard Ftse Developed ETF | 0.86% | 33,357 | $2.1M | Add +0.4% |
| VCIT Vanguard Int-Term Corporate | 0.78% | 23,491 | $1.9M | Add +11.9% |
| NEE Nextera Energy Inc. | 0.77% | 20,633 | $1.9M | Reduce -0.1% |
| GVI iShares Intermediate Governm | 0.75% | 17,553 | $1.9M | Add +15.7% |
| FLOT iShares Floating Rate Bond E | 0.75% | 36,588 | $1.9M | Reduce -5.6% |
| SCHB Schwab US Broad Market ETF | 0.73% | 73,080 | $1.8M | Reduce -15.5% |
| SCHV Schwab US Large-Cap Value | 0.73% | 60,011 | $1.8M | Add +8.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.69% | 10,800 | $1.7M | Reduce -1.9% |
| PG The Procter & Gamble Co. | 0.66% | 11,476 | $1.7M | Reduce -0.5% |
| VFH Vanguard Financials ETF | 0.64% | 13,209 | $1.6M | Reduce -13.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.63% | 16,227 | $1.6M | Add +2.4% |
| GD General Dynamics Corp. | 0.61% | 4,475 | $1.5M | No change |
| CSCO Cisco Systems Inc. | 0.58% | 18,758 | $1.5M | Reduce -6.3% |
| IEMG iShares Core MSCI Emerging | 0.58% | 20,814 | $1.5M | Add +9.8% |
| VOX Vanguard Communication Servi | 0.56% | 7,789 | $1.4M | Reduce -15.3% |
| PEP Pepsico Inc. | 0.56% | 9,011 | $1.4M | Reduce -0.7% |
| SUSA iShares ESG Optimized MSCI U | 0.54% | 10,241 | $1.4M | Reduce -12.6% |
| ECL Ecolab Inc. | 0.53% | 4,971 | $1.3M | Add +4.3% |
| GNMA iShares Gnma Bond ETF | 0.50% | 28,009 | $1.2M | Reduce -39.5% |
| NFLX Netflix Inc. | 0.49% | 12,789 | $1.2M | Add +10.5% |
| QLTA iShares Aaa - A Rated Corpor | 0.48% | 25,253 | $1.2M | Add +2.3% |
| ETN Eaton Corp. PLC | 0.47% | 3,275 | $1.2M | Add +4.4% |
| CAT Caterpillar Inc. | 0.47% | 1,651 | $1.2M | Reduce -0.8% |
| V Visa Inc. Class A | 0.46% | 3,821 | $1.2M | Add +0.1% |
| ANET Arista Networks Inc. | 0.46% | 9,258 | $1.1M | Add +3.3% |
| META Meta Platforms Inc. Class A | 0.45% | 1,982 | $1.1M | Add +7.3% |
| SCHP Schwab U.S. Tips ETF | 0.44% | 40,955 | $1.1M | Add +6.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.42% | 21,443 | $1.0M | Add +2.5% |
| DHR Danaher Corp. | 0.41% | 5,374 | $1.0M | Add +1.3% |
| TMO Thermo Fisher Scientific Inc. | 0.41% | 2,065 | $1.0M | Add +1.2% |
| HD Home Depot Inc. | 0.41% | 3,085 | $1.0M | Add +1.6% |
| VHT Vanguard Health Care ETF | 0.41% | 3,715 | $1.0M | Reduce -8.7% |
| ORCL Oracle Corp. | 0.40% | 6,712 | $987K | Reduce -10.7% |
| DUK Duke Energy Corp. | 0.39% | 7,532 | $986K | Add +2.2% |
| MDT Medtronic PLC | 0.39% | 11,125 | $964K | Add +1.1% |
| LOW Lowe's Cos Inc. | 0.38% | 4,042 | $955K | Add +0.1% |
| DE Deere & Co. | 0.37% | 1,628 | $917K | Add +2.5% |
| ESGU iShares ESG Aware MSCI USA | 0.36% | 6,277 | $888K | Reduce -5.5% |
| IEI iShares 3-7 Year Treasury Bo | 0.35% | 7,464 | $885K | Add +12.6% |
| SBUX Starbucks Corp. | 0.34% | 9,596 | $860K | Add +2.3% |
| VWO Vanguard Ftse Emerging Marke | 0.34% | 15,520 | $839K | Reduce -7.5% |
| TXN Texas Instruments Inc. | 0.34% | 4,320 | $839K | Reduce -4.0% |
| MA Mastercard Inc. Class A | 0.34% | 1,678 | $838K | Add +4.2% |
| VZ Verizon Communications Inc. | 0.33% | 16,628 | $835K | Add +8.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.33% | 1,733 | $830K | Reduce -7.6% |
| COST Costco Wholesale Corp. | 0.33% | 824 | $821K | Add +0.5% |
| WMT Walmart Inc. | 0.32% | 6,496 | $807K | Add +11.8% |
| AMD Advanced Micro Devices | 0.32% | 3,963 | $806K | Reduce -0.9% |
| AMAT Applied Materials Inc. | 0.32% | 2,350 | $803K | Reduce -17.1% |
| CL Colgate-Palmolive Co. | 0.32% | 9,297 | $792K | Add +1.0% |
| SCHM Schwab US Mid Cap ETF | 0.32% | 25,536 | $791K | Reduce -8.2% |
| CME Cme Group Inc. | 0.31% | 2,603 | $769K | Add +0.5% |
| IDXX Idexx Laboratories Inc. | 0.31% | 1,368 | $769K | Add +2.4% |
| MRK Merck & Co. Inc. | 0.30% | 6,203 | $746K | Reduce -7.6% |
| TIP iShares Tips Bond ETF | 0.29% | 6,487 | $716K | Reduce -1.0% |
| FDX FedEx Corp. | 0.28% | 1,997 | $711K | Reduce -12.4% |
| GILD Gilead Sciences Inc. | 0.28% | 4,996 | $696K | Reduce -0.5% |
| VDC Vanguard Consumer Staple ETF | 0.27% | 3,028 | $680K | Reduce -16.2% |
| HON Honeywell International Inc. | 0.27% | 2,934 | $663K | Add +4.6% |
| CSX CSX Corp. | 0.26% | 16,026 | $658K | Reduce -0.3% |
| IYF iShares US Financials ETF | 0.26% | 5,452 | $641K | Reduce -4.5% |
| IWM iShares Russell 2000 ETF | 0.25% | 2,485 | $616K | Reduce -3.0% |
| CWB SS SPDR BB Conv Sec ETF | 0.24% | 6,676 | $611K | Add +65.8% |
| VRT Vertiv Holdings Co. Class A | 0.24% | 2,419 | $606K | Add +13.0% |
| LLY Eli Lilly & Co. | 0.24% | 645 | $593K | Add +6.8% |
| GLD SPDR Gold Shares | 0.24% | 1,366 | $588K | Reduce -10.9% |
| NKE Nike Inc. Class B | 0.23% | 11,076 | $585K | Add +3.9% |
| TT Trane Technologies PLC | 0.23% | 1,350 | $563K | Add +6.8% |
Portfolio Sells Q4 2025 → Q1 2026
| ROL Rollins Inc. | Sold out | 0.00% | −0.60 |
| GNMA iShares Gnma Bond ETF | Reduce -39.5% | 0.50% | −0.31 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.28 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -12.2% | 1.95% | −0.25 |
| AXP American Express Co. | Reduce -1.0% | 1.02% | −0.21 |
| SCHX Schwab US Large-Cap ETF | Reduce -8.0% | 1.82% | −0.21 |
| SCHG Schwab US Large-Cap Growth | Reduce -1.6% | 1.84% | −0.20 |
| AAPL Apple Inc. | Reduce -2.1% | 2.68% | −0.18 |
| IVV iShares Core S&P 500 ETF | Reduce -0.4% | 6.70% | −0.18 |
| ORCL Oracle Corp. | Reduce -10.7% | 0.40% | −0.18 |
| VFH Vanguard Financials ETF | Reduce -13.1% | 0.64% | −0.15 |
| SCHB Schwab US Broad Market ETF | Reduce -15.5% | 0.73% | −0.15 |
| GOOGL Alphabet Inc. Class A | Reduce -3.5% | 1.46% | −0.15 |
| VOX Vanguard Communication Servi | Reduce -15.3% | 0.56% | −0.13 |
| GOOG Alphabet Inc. Class C | Reduce -1.5% | 1.24% | −0.10 |
| JPM JPMorgan Chase & Co. | Reduce -0.9% | 1.24% | −0.10 |
| SUSA iShares ESG Optimized MSCI U | Reduce -12.6% | 0.54% | −0.10 |
| FSLR First Solar Inc. | Sold out | 0.00% | −0.08 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.08 |
| UNH Unitedhealth Group Inc. | Reduce -10.4% | 0.22% | −0.07 |
| CRM Salesforce Inc. | Reduce -11.9% | 0.13% | −0.07 |
| INTU Intuit Inc. | Reduce -3.0% | 0.11% | −0.06 |
| PYPL PayPal Holdings Inc. | Reduce -16.5% | 0.11% | −0.06 |
| BX Blackstone Inc. | Reduce -1.6% | 0.17% | −0.05 |
| LMBS First Trust Low Duration Opp | Reduce -7.6% | 0.91% | −0.05 |
| VHT Vanguard Health Care ETF | Reduce -8.7% | 0.41% | −0.05 |
| VGT Vanguard Info Tech ETF | Reduce -18.9% | 0.16% | −0.05 |
| TFLO iShares Treasury Floating Ra | Reduce -27.4% | 0.14% | −0.05 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -10.4% | 0.08% | −0.04 |
| BDX Becton Dickinson and Co. | Reduce -1.3% | 0.18% | −0.04 |
| IBB iShares Biotechnology ETF | Reduce -17.9% | 0.20% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -7.6% | 0.33% | −0.04 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -10.4% | 0.22% | −0.04 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.0% | 4.35% | −0.03 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -18.1% | 0.17% | −0.03 |
| ESGU iShares ESG Aware MSCI USA | Reduce -5.5% | 0.36% | −0.03 |
| IYF iShares US Financials ETF | Reduce -4.5% | 0.26% | −0.03 |
| ADSK Autodesk Inc. | Reduce -9.4% | 0.09% | −0.03 |
| VPU Vanguard Utilities ETF | Reduce -11.4% | 0.93% | −0.03 |
| VDC Vanguard Consumer Staple ETF | Reduce -16.2% | 0.27% | −0.03 |
| FLOT iShares Floating Rate Bond E | Reduce -5.6% | 0.75% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -6.3% | 0.58% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -7.5% | 0.34% | −0.02 |
| SCHA Schwab US Small-Cap ETF | Reduce -10.1% | 0.19% | −0.01 |
| AMD Advanced Micro Devices | Reduce -0.9% | 0.32% | −0.01 |
| SCHM Schwab US Mid Cap ETF | Reduce -8.2% | 0.32% | −0.01 |
| UPS United Parcel Service Class B | Reduce -5.7% | 0.22% | −0.01 |
| SCHF Schwab Intl Equity ETF | Reduce -11.2% | 0.13% | −0.01 |
| IAGG iShares Intl Aggregate Bond | Reduce -7.1% | 0.17% | −0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -4.5% | 0.10% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| HEFA Isha Curr Hedged MSCI Eafe | Add +19.5% | 2.38% | +0.49 |
| XOM Exxon Mobil Corp. | Add +0.0% | 1.00% | +0.31 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +14.2% | 1.97% | +0.28 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +11.7% | 1.40% | +0.27 |
| IJH iShares Core S&P Midcap ETF | Add +3.5% | 2.81% | +0.22 |
| RSP Invesco S&P 500 Equal Weight | Add +16.6% | 1.33% | +0.22 |
| MBB iShares MBS ETF | Add +13.3% | 1.61% | +0.22 |
| SUSL iShares ESG MSCI USA Leaders | New | 0.13% | +0.13 |
| IEFA iShares Core MSCI Eafe ETF | Add +5.4% | 1.43% | +0.12 |
| GVI iShares Intermediate Governm | Add +15.7% | 0.75% | +0.11 |
| VRT Vertiv Holdings Co. Class A | Add +13.0% | 0.24% | +0.11 |
| AGG iShares Core U.S. Aggregate | Add +6.3% | 1.38% | +0.11 |
| CWB SS SPDR BB Conv Sec ETF | Add +65.8% | 0.24% | +0.10 |
| SOXX iShares Semiconductor ETF | New | 0.10% | +0.10 |
| PWR Quanta Services Inc. | New | 0.10% | +0.10 |
| P Everpure Inc. Class A | New | 0.09% | +0.09 |
| VCIT Vanguard Int-Term Corporate | Add +11.9% | 0.78% | +0.09 |
| MU Micron Technology Inc. | New | 0.09% | +0.09 |
| SCHV Schwab US Large-Cap Value | Add +8.0% | 0.73% | +0.09 |
| VZ Verizon Communications Inc. | Add +8.0% | 0.33% | +0.09 |
| IEMG iShares Core MSCI Emerging | Add +9.8% | 0.58% | +0.08 |
| COF Capital One Financial Corp. | New | 0.08% | +0.08 |
| SUB iShares Short-Term National | New | 0.08% | +0.08 |
| CMCSA Comcast Corp. Class A | New | 0.08% | +0.08 |
| ETN Eaton Corp. PLC | Add +4.4% | 0.47% | +0.08 |
| DE Deere & Co. | Add +2.5% | 0.37% | +0.08 |
| VYM Vanguard High DVD Yield ETF | Add +3.3% | 0.90% | +0.08 |
| WMT Walmart Inc. | Add +11.8% | 0.32% | +0.07 |
| NFLX Netflix Inc. | Add +10.5% | 0.49% | +0.07 |
| DUK Duke Energy Corp. | Add +2.2% | 0.39% | +0.06 |
| COST Costco Wholesale Corp. | Add +0.5% | 0.33% | +0.05 |
| HON Honeywell International Inc. | Add +4.6% | 0.27% | +0.05 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +4.0% | 0.93% | +0.05 |
| VEA Vanguard Ftse Developed ETF | Add +0.4% | 0.86% | +0.05 |
| IEI iShares 3-7 Year Treasury Bo | Add +12.6% | 0.35% | +0.05 |
| ECL Ecolab Inc. | Add +4.3% | 0.53% | +0.04 |
| MRVL Marvell Technology Inc. | Add +20.2% | 0.13% | +0.04 |
| SCHP Schwab U.S. Tips ETF | Add +6.4% | 0.44% | +0.04 |
| SBUX Starbucks Corp. | Add +2.3% | 0.34% | +0.04 |
| CL Colgate-Palmolive Co. | Add +1.0% | 0.32% | +0.03 |
| TT Trane Technologies PLC | Add +6.8% | 0.23% | +0.03 |
| CME Cme Group Inc. | Add +0.5% | 0.31% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | Add +5.6% | 0.14% | +0.02 |
| UNP Union Pacific Corp. | Add +14.0% | 0.10% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +11.0% | 0.22% | +0.02 |
| QLTA iShares Aaa - A Rated Corpor | Add +2.3% | 0.48% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.6% | 4.83% | +0.01 |
| ESGD iShares Trust iShares ESG Aw | Add +1.0% | 0.20% | +0.01 |
| SYY Sysco Corp. | Add +4.4% | 0.20% | +0.01 |
| MUB iShares National Muni Bond E | Add +2.5% | 0.17% | +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 |