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Bigelow Investment Advisors, LLC Portfolio
$280.8M across 154 positions as of 2026-09-30, with 35% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+10.5%
-3.9% a year vs the S&P 500
3 years
+15.5%
-5.8% a year vs the S&P 500
5 years
+7.8%
-4.4% a year vs the S&P 500
Quarters ahead
5 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -0.1% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +10.0% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -2.1% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.8% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +6.9% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +6.7% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -2.2% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -0.8% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| IVViShares Core S&P 500 ETF | $19.9M | 7.1% | 25,979 |
| SPYState Street SPDR S&P 500 ETF Trust | $13.9M | 4.9% | 18,215 |
| VIGVanguard Div Appreciation ETF | $11.7M | 4.2% | 50,207 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $10M | 3.6% | 127,932 |
| HEFAiShares Currency Hedged MSCI EAFE ETF | $9M | 3.2% | 194,008 |
| AAPLApple Inc | $8.7M | 3.1% | 26,087 |
| IJHiShares Core S&P Mid-Cap ETF | $7.7M | 2.7% | 106,909 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $5.8M | 2.1% | 161,560 |
| MSFTMicrosoft Corp | $5.7M | 2.0% | 11,200 |
| NVDANVIDIA Corp | $5.5M | 2.0% | 24,172 |
| SCHOSchwab Short-Term U.S. Treasury ETF | $5.2M | 1.8% | 217,685 |
| IGSBISHARES TR | $5.1M | 1.8% | 100,313 |
| SCHXSchwab U.S. Large-Cap ETF | $5M | 1.8% | 167,607 |
| EMXCiShares MSCI Emerging Markets ex China ETF | $5M | 1.8% | 50,578 |
| IJRiShares Core S&P Small-Cap ETF | $5M | 1.8% | 36,454 |
| BUFRFT Vest Laddered Buffer ETF | $4.9M | 1.7% | 130,275 |
| GOOGLAlphabet Inc | $4.3M | 1.5% | 12,621 |
| JNJJohnson & Johnson | $4.2M | 1.5% | 15,806 |
| MBBiShares MBS ETF | $3.9M | 1.4% | 44,044 |
| RSPInvesco S&P 500 Equal Weight ETF | $3.9M | 1.4% | 18,902 |
| IEFAiShares Core MSCI EAFE ETF | $3.8M | 1.4% | 39,454 |
| JPMJPMorgan Chase & Co | $3.5M | 1.2% | 10,608 |
| GOOGAlphabet Inc | $3.4M | 1.2% | 9,874 |
| AGGiShares Core U.S. Aggregate Bond ETF | $3.2M | 1.2% | 34,231 |
| AMZNAmazon.com Inc | $3M | 1.1% | 11,963 |
| RTXRTX Corp | $2.7M | 1.0% | 14,387 |
| IGIBiShares 5-10 Year Investment Grade Corporate Bond ETF | $2.6M | 0.9% | 51,942 |
| VYMVanguard High Dividend Yield ETF | $2.6M | 0.9% | 16,696 |
| AXPAmerican Express Co | $2.6M | 0.9% | 8,439 |
| XOMExxonmobil Holdings Corp | $2.5M | 0.9% | 15,492 |
| AMDAdvanced Micro Devices Inc | $2.4M | 0.9% | 3,910 |
| VEAVanguard FTSE Developed Markets ETF | $2.3M | 0.8% | 32,615 |
| LMBSFirst Trust Low Duration Opportunities ETF | $2.2M | 0.8% | 45,462 |
| ISHARES TR | $2.1M | 0.8% | 20,672 |
| SCHVSchwab U.S. Large-Cap Value ETF | $2.1M | 0.7% | 62,168 |
| SCHBSchwab U.S. Broad Market ETF | $2.1M | 0.7% | 70,021 |
| ANETArista Networks Inc | $1.9M | 0.7% | 9,381 |
| CSCOCisco Systems Inc | $1.9M | 0.7% | 17,560 |
| VPUVanguard Utilities ETF | $1.9M | 0.7% | 11,022 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $1.9M | 0.7% | 23,816 |
| FLOTiShares Floating Rate Bond ETF | $1.9M | 0.7% | 36,511 |
| DISWalt Disney Co | $1.8M | 0.6% | 17,030 |
| PGProcter & Gamble Co | $1.7M | 0.6% | 11,836 |
| IEMGiShares Core MSCI Emerging Markets ETF | $1.7M | 0.6% | 20,900 |
| VFHVanguard Financials ETF | $1.7M | 0.6% | 13,037 |
| METAMeta Platforms Inc | $1.7M | 0.6% | 2,304 |
| NEENextera Energy Inc | $1.7M | 0.6% | 21,816 |
| SUSAiShares MSCI USA ESG Select ETF | $1.6M | 0.6% | 10,022 |
| EATON CORP PLC | $1.5M | 0.5% | 3,587 |
| TJXTJX Companies Inc | $1.5M | 0.5% | 11,224 |
| GDGeneral Dynamics Corp | $1.5M | 0.5% | 4,475 |
| ECLEcolab Inc | $1.5M | 0.5% | 5,344 |
| TMOThermo Fisher Scientific Inc | $1.4M | 0.5% | 2,143 |
| VOXVanguard Communication Services ETF | $1.4M | 0.5% | 7,417 |
| CATCaterpillar Inc | $1.3M | 0.5% | 1,610 |
| VVisa Inc | $1.3M | 0.5% | 3,605 |
| BACBank of America Corp | $1.2M | 0.4% | 22,794 |
| DHRDanaher Corp | $1.2M | 0.4% | 5,440 |
| DEDeere & Co | $1.2M | 0.4% | 1,789 |
| TXNTexas Instruments Inc | $1.2M | 0.4% | 4,268 |
| ISHARES TR | $1.2M | 0.4% | 26,134 |
| SCHPSCHWAB STRATEGIC TR | $1.1M | 0.4% | 44,543 |
| PEPPepsiCo Inc | $1.1M | 0.4% | 8,603 |
| AMATApplied Materials Inc | $1.1M | 0.4% | 2,091 |
| VHTVanguard Health Care ETF | $1.1M | 0.4% | 3,345 |
| IEIiShares 3-7 Year Treasury Bond ETF | $1M | 0.4% | 9,230 |
| NFLXNetflix Inc | $1M | 0.4% | 14,583 |
| CWBSPDR Bloomberg Convertible Securities ETF | $966.5K | 0.3% | 9,552 |
| MRVLMarvell Technology Inc | $951.2K | 0.3% | 3,600 |
| MUMicron Technology Inc | $934.1K | 0.3% | 877 |
| ORCLOracle Corp | $914.7K | 0.3% | 6,662 |
| VZVerizon Communications Inc | $912.6K | 0.3% | 19,896 |
| GNMAiShares GNMA Bond ETF | $912.2K | 0.3% | 21,791 |
| SBUXStarbucks Corp | $901.8K | 0.3% | 9,598 |
| DUKDuke Energy Corp | $901K | 0.3% | 7,903 |
| MAMastercard Inc | $892.3K | 0.3% | 1,618 |
| CLColgate-Palmolive Co | $890.8K | 0.3% | 10,441 |
| ESGUiShares ESG Aware MSCI USA ETF | $889.9K | 0.3% | 5,335 |
| VWOVanguard FTSE Emerging Markets ETF | $873.5K | 0.3% | 14,727 |
| MEDTRONIC PLC | $863.8K | 0.3% | 10,011 |
| MRKMerck & Co Inc | $863.6K | 0.3% | 5,943 |
| HDHome Depot Inc | $860K | 0.3% | 3,023 |
| COSTCostco Wholesale Corp | $838.4K | 0.3% | 921 |
| BRK.BBerkshire Hathaway Inc | $811.2K | 0.3% | 1,629 |
| LOWLowe's Companies Inc | $806.6K | 0.3% | 4,377 |
| LLYEli Lilly and Co | $786.8K | 0.3% | 680 |
| WMTWalmart Inc | $767.2K | 0.3% | 7,383 |
| PANWPalo Alto Networks Inc | $762.8K | 0.3% | 1,920 |
| VDCVanguard Consumer Staples ETF | $762.1K | 0.3% | 3,493 |
| CSXCSX Corp | $745.4K | 0.3% | 16,026 |
| GILDGilead Sciences, Inc | $737.2K | 0.3% | 4,946 |
| IDXXIDEXX Laboratories Inc | $734.7K | 0.3% | 1,407 |
| EVERPURE INC | $719.2K | 0.3% | 5,499 |
| UNHUnitedHealth Group Inc | $717.3K | 0.3% | 1,954 |
| SCHWAB STRATEGIC TR | $710.7K | 0.3% | 20,890 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $699.3K | 0.2% | 1,533 |
| GSGoldman Sachs Group Inc | $685.2K | 0.2% | 761 |
| TRANE TECHNOLOGIES PLC | $664K | 0.2% | 1,469 |
| IYFiShares U.S. Financial ETF | $663.1K | 0.2% | 5,277 |
| IWMiShares Russell 2000 Index Fund | $660.3K | 0.2% | 2,376 |
| CMECME Group Inc | $654.4K | 0.2% | 2,498 |
| DSIiShares ESG MSCI KLD 400 ETF | $653.2K | 0.2% | 4,468 |
| VRTVertiv Holdings Co | $649.8K | 0.2% | 2,693 |
| TIPiShares TIPS Bond ETF | $644.6K | 0.2% | 6,196 |
| SYYSysco Corp | $637.9K | 0.2% | 8,183 |
| ISHARES TR | $633K | 0.2% | 5,605 |
| FDXFedEx Corp | $587K | 0.2% | 2,059 |
| BKNGBooking Holdings Inc | $552.4K | 0.2% | 3,391 |
| NSCNorfolk Southern Corp | $550K | 0.2% | 1,780 |
| BDXBecton Dickinson and Co | $542.7K | 0.2% | 3,032 |
| ESGDiShares ESG Aware MSCI EAFE ETF | $535.7K | 0.2% | 5,199 |
| GLDSPDR Gold Shares | $504.2K | 0.2% | 1,324 |
| SOXXiShares Semiconductor ETF | $503.8K | 0.2% | 886 |
| UPSUnited Parcel Service Inc | $483.6K | 0.2% | 5,175 |
| IBBiShares Nasdaq Biotechnology Index Fund | $460.6K | 0.2% | 2,188 |
| SCHASchwab U.S. Small-Cap ETF | $458.6K | 0.2% | 14,054 |
| SEAGATE TECHNOLOGY HLDNGS PL | $455.6K | 0.2% | 494 |
| VOOVanguard S&P 500 ETF | $449.3K | 0.2% | 641 |
| BXBlackstone Inc | $448.7K | 0.2% | 4,003 |
| ADIAnalog Devices Inc | $436.8K | 0.2% | 1,101 |
| CRMSalesforce Inc | $436.4K | 0.2% | 1,901 |
| SCHHSchwab U.S. REIT ETF | $434.7K | 0.2% | 19,724 |
| VGTVanguard Information Tech ETF | $420K | 0.1% | 3,342 |
| ISHARES TR | $410.1K | 0.1% | 3,009 |
| INTCIntel Corp | $395.9K | 0.1% | 3,293 |
| PWRQuanta Services Inc | $395.1K | 0.1% | 615 |
| MMM3M Co | $392.3K | 0.1% | 2,390 |
| NKENike Inc | $382.9K | 0.1% | 10,815 |
| UBERUber Technologies Inc | $376.9K | 0.1% | 5,502 |
| IAGGiShares International Aggregate Bond Fund | $365.8K | 0.1% | 7,435 |
| HONHoneywell International Inc | $362.2K | 0.1% | 1,717 |
| SCHZSchwab US Aggregate Bond ETF | $356.1K | 0.1% | 16,115 |
| EFAiShares MSCI EAFE ETF | $349.5K | 0.1% | 3,364 |
| TFLOiShares Treasury Floating Rate Bond ETF | $348.6K | 0.1% | 6,880 |
| KEXKirby Corp | $333.9K | 0.1% | 2,544 |
| UNPUnion Pacific Corp | $330.1K | 0.1% | 1,213 |
| COFCapital One Financial Corp | $325.3K | 0.1% | 1,685 |
| ESGEiShares ESG Aware MSCI EM ETF | $309K | 0.1% | 5,706 |
| SCHFSchwab International Equity ETF | $279.5K | 0.1% | 10,173 |
| IWBiShares Russell 1000 ETF | $278.8K | 0.1% | 670 |
| SUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF | $271.5K | 0.1% | 11,113 |
| PYPLPayPal Holdings Inc | $256.9K | 0.1% | 4,891 |
| MUBiShares National Muni Bond ETF | $251.2K | 0.1% | 2,485 |
| MCDMcDonald's Corp | $249.9K | 0.1% | 1,082 |
| WATWaters Corp | $245.6K | 0.1% | 559 |
| VCSHVanguard Short-Term Corporate Bond ETF | $244K | 0.1% | 3,158 |
| FSLRFirst Solar Inc | $242.9K | 0.1% | 1,387 |
| ITWIllinois Tool Works Inc | $238.2K | 0.1% | 926 |
| PFEPfizer Inc | $216.7K | 0.1% | 7,598 |
| CHUBB LIMITED | $211.4K | 0.1% | 650 |
| IEFiShares 7-10 Year Treasury Bond ETF | $207K | 0.1% | 2,318 |
| CMCSAComcast Corp | $203.5K | 0.1% | 9,352 |
| ESMLiShares ESG Aware MSCI USA Small-Cap ETF | $202.9K | 0.1% | 3,901 |
| QQQInvesco QQQ Trust, Series 1 | $202.7K | 0.1% | 274 |
Quarter ending 2026-09-30.
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