Bigelow Investment Advisors, LLC — 13F Holdings & Portfolio
CIK 1729516 · latest 13F-HR filed 2026-04-23
Bigelow Investment Advisors, LLC manages $249.8M in 13F-reported U.S. long-equity assets across 153 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IVV (6.70%), SPY (4.83%), IAU (4.62%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 8 new positions, exited 4, added to 49, and trimmed 60.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$249.8M
Long-equity book
153
Distinct positions
2026-03-31
Filed 2026-04-23
+8 / −4 / ↑49 / ↓60
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$1.1M +22.8%
- EXXON MOBIL CORP$726.7K +41.0%
- ISHARES INC$602.4K +20.9%
- ISHARES TR$588.5K +13.5%
- JOHNSON & JOHNSON$480.1K +13.7%
Top Trims
- MICROSOFT CORP-$1.3M -23.4%
- ISHARES TR-$821.1K -39.8%
- FIRST TR EXCHNG TRADED FD VI-$755.1K -13.4%
- SCHWAB STRATEGIC TR-$639.0K -12.3%
- SCHWAB STRATEGIC TR-$634.4K -12.1%
New Positions
- ISHARES TR$319.2K
- ISHARES TR$256.7K
- QUANTA SVCS INC$249.8K
- EVERPURE INC$231.1K
- MICRON TECHNOLOGY INC$228.4K
Exited Positions
- ROLLINS INC$1.5M
- INTERNATIONAL BUSINESS MACHS$713.0K
- FIRST SOLAR INC$202.7K
- ABBOTT LABS$200.6K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | IVV | 464287200 | $16.7M | 6.70% | 25,605 | SH |
| 2 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $12.1M | 4.83% | 18,539 | SH |
| 3 | ISHARES GOLD TR | IAU | 464285204 | $11.6M | 4.62% | 131,038 | SH |
| 4 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $10.9M | 4.35% | 50,504 | SH |
| 5 | ISHARES TR | IJH | 464287507 | $7.0M | 2.81% | 104,018 | SH |
| 6 | APPLE INC | AAPL | 037833100 | $6.7M | 2.68% | 26,337 | SH |
| 7 | ISHARES TR | HEFA | 46434V803 | $6.0M | 2.38% | 140,130 | SH |
| 8 | ISHARES TR | IGSB | 464288646 | $4.9M | 1.97% | 93,852 | SH |
| 9 | ISHARES TR | IJR | 464287804 | $4.9M | 1.96% | 39,480 | SH |
| 10 | FIRST TR EXCHNG TRADED FD VI | BUFR | 33740F755 | $4.9M | 1.95% | 143,986 | SH |
| 11 | SCHWAB STRATEGIC TR | SCHO | 808524862 | $4.8M | 1.92% | 197,856 | SH |
| 12 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $4.6M | 1.84% | 158,122 | SH |
| 13 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $4.5M | 1.82% | 176,916 | SH |
| 14 | MICROSOFT CORP | MSFT | 594918104 | $4.1M | 1.64% | 11,096 | SH |
| 15 | ISHARES TR | MBB | 464288588 | $4.0M | 1.61% | 42,357 | SH |
| 16 | JOHNSON & JOHNSON | JNJ | 478160104 | $4.0M | 1.60% | 16,307 | SH |
| 17 | NVIDIA CORPORATION | NVDA | 67066G104 | $3.8M | 1.50% | 21,509 | SH |
| 18 | ALPHABET INC | GOOGL | 02079K305 | $3.6M | 1.46% | 12,668 | SH |
| 19 | ISHARES TR | IEFA | 46432F842 | $3.6M | 1.43% | 39,367 | SH |
| 20 | ISHARES INC | EMXC | 46434G764 | $3.5M | 1.40% | 44,345 | SH |
| 21 | ISHARES TR | AGG | 464287226 | $3.4M | 1.38% | 34,624 | SH |
| 22 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $3.3M | 1.33% | 17,297 | SH |
| 23 | JPMORGAN CHASE & CO | JPM | 46625H100 | $3.1M | 1.24% | 10,541 | SH |
| 24 | ALPHABET INC | GOOG | 02079K107 | $3.1M | 1.24% | 10,768 | SH |
| 25 | RTX CORPORATION | RTX | 75513E101 | $2.9M | 1.16% | 15,034 | SH |
| 26 | AMERICAN EXPRESS CO | AXP | 025816109 | $2.5M | 1.02% | 8,409 | SH |
| 27 | EXXON MOBIL CORP | XOM | 30231G102 | $2.5M | 1.00% | 14,728 | SH |
| 28 | AMAZON COM INC | AMZN | 023135106 | $2.4M | 0.95% | 11,441 | SH |
| 29 | ISHARES TR | IGIB | 464288638 | $2.3M | 0.93% | 43,675 | SH |
| 30 | VANGUARD WORLD FD | VPU | 92204A876 | $2.3M | 0.93% | 11,679 | SH |
| 31 | FIRST TR EXCHANGE-TRADED FD | LMBS | 33739Q200 | $2.3M | 0.91% | 45,609 | SH |
| 32 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $2.3M | 0.90% | 15,247 | SH |
| 33 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $2.1M | 0.86% | 33,357 | SH |
| 34 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $1.9M | 0.78% | 23,491 | SH |
| 35 | NEXTERA ENERGY INC | NEE | 65339F101 | $1.9M | 0.77% | 20,633 | SH |
| 36 | ISHARES TR | GVI | 464288612 | $1.9M | 0.75% | 17,553 | SH |
| 37 | ISHARES TR | FLOT | 46429B655 | $1.9M | 0.75% | 36,588 | SH |
| 38 | SCHWAB STRATEGIC TR | SCHB | 808524102 | $1.8M | 0.73% | 73,080 | SH |
| 39 | SCHWAB STRATEGIC TR | SCHV | 808524409 | $1.8M | 0.73% | 60,011 | SH |
| 40 | TJX COS INC NEW | TJX | 872540109 | $1.7M | 0.69% | 10,800 | SH |
| 41 | PROCTER & GAMBLE CO | PG | 742718109 | $1.7M | 0.66% | 11,476 | SH |
| 42 | VANGUARD WORLD FD | VFH | 92204A405 | $1.6M | 0.64% | 13,209 | SH |
| 43 | DISNEY WALT CO | DIS | 254687106 | $1.6M | 0.63% | 16,227 | SH |
| 44 | GENERAL DYNAMICS CORP | GD | 369550108 | $1.5M | 0.61% | 4,475 | SH |
| 45 | CISCO SYS INC | CSCO | 17275R102 | $1.5M | 0.58% | 18,758 | SH |
| 46 | ISHARES INC | IEMG | 46434G103 | $1.5M | 0.58% | 20,814 | SH |
| 47 | VANGUARD WORLD FD | VOX | 92204A884 | $1.4M | 0.56% | 7,789 | SH |
| 48 | PEPSICO INC | PEP | 713448108 | $1.4M | 0.56% | 9,011 | SH |
| 49 | ISHARES TR | SUSA | 464288802 | $1.4M | 0.54% | 10,241 | SH |
| 50 | ECOLAB INC | ECL | 278865100 | $1.3M | 0.53% | 4,971 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-23 | $249.8M | 153 | 0002085853-26-000468 |
| 2025-12-31 | 2026-01-28 | $256.0M | 149 | 0002085853-26-000130 |