Bigelow Investment Advisors, LLC
CIK 1729516 · View on SEC EDGAR ↗
- Portfolio value
- $276.2M
- Positions
- 157
- As of
- June 30, 2026
#5,425 of 9,443 by 13F value · top 57.4%
Portfolio value QoQ: +10.6% 13F does not disclose cash
- Top 10 holdings weight
- 34.13%
- Top 25 holdings weight
- 56.61%
- Positions above 1%
- 26
- Effective number of positions
- 51.1
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 3.27% Est. buys $11,620,736 · sells $8,603,152
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 86.7% still held
- New positions
- 11
- Increased
- 63
- Decreased
- 69
- Closed
- 7
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
10.5%
Industrials
5.3%
Communication Services
4.4%
Healthcare
4.2%
Retail
3.1%
Financial Services
2.6%
Financials
1.8%
Communications
1.3%
Utilities
1.0%
Consumer products
0.9%
Consumer Discretionary
0.8%
Materials
0.5%
Logistics & Transportation
0.5%
Consumer Staples
0.4%
Telecommunication
0.3%
Other/Unmapped
62.4%
Full portfolio 157 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IVV | $19,522,241 | 7.07% | 26,068 | $2,796,645 | Up ×1 | ||
| SPY SPY | $13,540,372 | 4.90% | 18,132 | $1,484,030 | Down ×1 | ||
| VIG | $11,909,558 | 4.31% | 50,332 | $1,048,168 | Down ×2 | ||
| IAU | $9,582,521 | 3.47% | 126,904 | $-1,969,789 | Down ×2 | ||
| HEFA | $8,022,099 | 2.90% | 170,956 | $2,067,285 | Up ×6 | ||
| IJH | $7,937,347 | 2.87% | 102,935 | $913,011 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $7,641,708 | 2.77% | 26,409 | $957,641 | Up ×1 | ||
| IJR | $5,507,195 | 1.99% | 37,133 | $599,436 | Down ×4 | ||
| SCHG | $5,462,656 | 1.98% | 161,426 | $856,562 | Up ×1 | ||
| SCHX | $5,137,360 | 1.86% | 174,562 | $601,234 | Down ×6 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $5,106,328 | 1.85% | 97,430 | $173,451 | Up ×6 | ||
| SCHO | $4,986,395 | 1.81% | 206,562 | $184,441 | Up ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $4,802,723 | 1.74% | 24,003 | $1,051,586 | Up ×2 | ||
| EMXC iShares MSCI Emerging Markets ex China ETF | $4,741,605 | 1.72% | 46,350 | $1,253,427 | Up ×5 | ||
| BUFR | $4,736,407 | 1.71% | 129,658 | $-126,000 | Down ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $4,451,773 | 1.61% | 12,457 | $808,972 | Down ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $4,274,809 | 1.55% | 11,460 | $167,403 | Up ×3 | ||
| JNJ Johnson & Johnson Common Stock | $4,171,457 | 1.51% | 16,425 | $185,374 | Up ×1 | ||
| MBB iShares MBS ETF | $3,989,878 | 1.44% | 42,212 | $-31,919 | Down ×1 | ||
| RSP | $3,927,947 | 1.42% | 18,461 | $608,307 | Up ×6 | ||
| IEFA | $3,763,819 | 1.36% | 38,971 | $199,924 | Down ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $3,663,679 | 1.33% | 10,369 | $574,771 | Down ×6 | ||
| JPM JP Morgan Chase & Co. Common Stock | $3,479,518 | 1.26% | 10,630 | $378,777 | Up ×1 | ||
| AGG | $3,167,855 | 1.15% | 32,005 | $-269,269 | Down ×1 | ||
| AXP American Express Company Common Stock | $2,855,168 | 1.03% | 8,441 | $311,614 | Up ×1 | ||
| RTX RTX Corporation Common Stock | $2,784,667 | 1.01% | 14,677 | $-115,392 | Down ×6 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2,722,796 | 0.99% | 11,424 | $339,979 | Down ×1 | ||
| VYM | $2,555,819 | 0.93% | 16,173 | $297,738 | Up ×6 | ||
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $2,499,096 | 0.90% | 47,002 | $174,712 | Up ×4 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $2,422,976 | 0.88% | 4,171 | $1,616,783 | Up ×1 | ||
| VEA | $2,371,913 | 0.86% | 33,290 | $234,396 | Down ×1 | ||
| VPU | $2,159,881 | 0.78% | 11,035 | $-154,196 | Down ×2 | ||
| LMBS First Trust Low Duration Opportunities ETF | $2,153,383 | 0.78% | 43,258 | $-118,401 | Down ×3 | ||
| SCHV | $2,152,093 | 0.78% | 61,824 | $321,757 | Up ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $2,118,597 | 0.77% | 18,037 | $663,183 | Down ×6 | ||
| SCHB | $2,088,479 | 0.76% | 72,116 | $254,171 | Down ×6 | ||
| GVI | $2,019,201 | 0.73% | 19,032 | $146,647 | Up ×6 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1,961,037 | 0.71% | 23,727 | $17,157 | Up ×5 | ||
| FLOT | $1,842,037 | 0.67% | 36,083 | $-22,122 | Down ×2 | ||
| NEE NextEra Energy, Inc. Common Stock | $1,823,071 | 0.66% | 20,771 | $-93,322 | Up ×1 | ||
| VFH | $1,710,274 | 0.62% | 12,996 | $114,495 | Down ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $1,704,983 | 0.62% | 11,627 | $47,390 | Up ×1 | ||
| IEMG | $1,694,575 | 0.61% | 20,456 | $242,798 | Down ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $1,694,256 | 0.61% | 1,591 | $524,589 | Down ×3 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $1,634,837 | 0.59% | 10,791 | $-89,923 | Down ×2 | ||
| GD General Dynamics Corporation Common Stock | $1,585,224 | 0.57% | 4,475 | $49,314 | |||
| DIS Walt Disney Company (The) Common Stock | $1,575,825 | 0.57% | 16,372 | $11,847 | Up ×6 | ||
| ANET Arista Networks, Inc. Common Stock | $1,569,182 | 0.57% | 9,237 | $432,485 | Down ×1 | ||
| SUSA | $1,542,663 | 0.56% | 9,998 | $189,852 | Down ×3 | ||
| AMAT Applied Materials, Inc. - Common Stock | $1,469,859 | 0.53% | 2,033 | $666,652 | Down ×3 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $1,428,780 | 0.52% | 3,353 | $257,411 | Up ×2 | ||
| ECL Ecolab Inc. Common Stock | $1,404,194 | 0.51% | 5,040 | $81,809 | Up ×5 | ||
| VOX | $1,377,050 | 0.50% | 7,486 | $-23,724 | Down ×2 | ||
| TXN Texas Instruments Incorporated - Common Stock | $1,280,211 | 0.46% | 4,295 | $441,526 | Down ×6 | ||
| V Visa Inc. | $1,271,835 | 0.46% | 3,707 | $116,976 | Down ×1 | ||
| BAC Bank of America Corporation Common Stock | $1,240,683 | 0.45% | 21,774 | $195,337 | Up ×5 | ||
| PEP PepsiCo, Inc. - Common Stock | $1,199,238 | 0.43% | 8,857 | $-200,080 | Down ×6 | ||
| QLTA | $1,199,167 | 0.43% | 25,235 | $-2,623 | Down ×1 | ||
| SCHP | $1,198,569 | 0.43% | 45,229 | $108,756 | Up ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1,193,048 | 0.43% | 2,118 | $59,086 | Up ×4 | ||
| GNMA iShares GNMA Bond ETF | $1,123,910 | 0.41% | 25,411 | $-117,710 | Down ×6 | ||
| CWB | $1,103,430 | 0.40% | 10,234 | $492,442 | Up ×2 | ||
| ROL Rollins, Inc. Common Stock | $1,076,892 | 0.39% | 25,800 | ||||
| HD Home Depot, Inc. (The) Common Stock | $1,064,388 | 0.39% | 3,018 | $49,762 | Down ×1 | ||
| DE Deere & Company Common Stock | $1,048,547 | 0.38% | 1,653 | $131,495 | Up ×3 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $1,042,829 | 0.38% | 2,080 | $27,820 | Up ×3 | ||
| ORCL Oracle Corporation Common Stock | $1,038,600 | 0.38% | 7,087 | $51,198 | Up ×1 | ||
| VHT | $1,033,080 | 0.37% | 3,455 | $21,374 | Down ×4 | ||
| ESGU iShares ESG Aware MSCI USA ETF | $1,027,357 | 0.37% | 6,277 | $139,664 | |||
| IEI iShares 3-7 Year Treasury Bond ETF | $1,025,926 | 0.37% | 8,735 | $140,696 | Up ×6 | ||
| DHR Danaher Corporation Common Stock | $1,000,972 | 0.36% | 5,255 | $-17,938 | Down ×1 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $989,293 | 0.36% | 3,321 | $673,323 | Up ×3 | ||
| SBUX Starbucks Corporation - Common Stock | $986,644 | 0.36% | 9,655 | $126,938 | Up ×2 | ||
| NFLX Netflix, Inc. - Common Stock | $959,045 | 0.35% | 13,432 | $-270,617 | Up ×6 | ||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $956,565 | 0.35% | 7,557 | $-29,675 | Up ×3 | ||
| MU Micron Technology, Inc. - Common Stock | $915,352 | 0.33% | 793 | $686,972 | Up ×1 | ||
| LOW Lowe's Companies, Inc. Common Stock | $914,195 | 0.33% | 4,146 | $-40,805 | Up ×2 | ||
| VWO | $909,855 | 0.33% | 15,243 | $70,999 | Down ×6 | ||
| CL Colgate-Palmolive Company Common Stock | $886,179 | 0.32% | 9,666 | $93,796 | Up ×2 | ||
| SCHM | $846,609 | 0.31% | 22,962 | $56,014 | Down ×6 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $836,248 | 0.30% | 2,012 | $277,480 | Down ×6 | ||
| MDT Medtronic plc. Ordinary Shares | $833,462 | 0.30% | 10,654 | $-130,519 | Down ×1 | ||
| MA Mastercard Incorporated Common Stock | $829,978 | 0.30% | 1,616 | $-8,451 | Down ×1 | ||
| BRKB | $829,647 | 0.30% | 1,658 | $-807 | Down ×2 | ||
| VRT Vertiv Holdings, LLC Class A Common Stock | $823,657 | 0.30% | 2,460 | $217,504 | Up ×3 | ||
| COST Costco Wholesale Corporation - Common Stock | $801,698 | 0.29% | 857 | $-19,360 | Up ×4 | ||
| VDC | $774,558 | 0.28% | 3,435 | $94,499 | Up ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $772,157 | 0.28% | 6,009 | $25,998 | Down ×6 | ||
| LLY Eli Lilly and Company Common Stock | $766,436 | 0.28% | 639 | $173,184 | Down ×1 | ||
| CSX CSX Corporation - Common Stock | $761,716 | 0.28% | 16,026 | $103,849 | |||
| WMT Walmart Inc. - Common Stock | $745,817 | 0.27% | 6,585 | $-61,506 | Up ×5 | ||
| VZ Verizon Communications Inc. Common Stock | $737,393 | 0.27% | 17,416 | $-97,333 | Up ×6 | ||
| IWM | $736,987 | 0.27% | 2,453 | $120,796 | Down ×4 | ||
| TIP | $709,872 | 0.26% | 6,487 | $-6,033 | |||
| IDXX IDEXX Laboratories, Inc. - Common Stock | $695,427 | 0.25% | 1,321 | $-73,239 | Down ×1 | ||
| IYF | $685,621 | 0.25% | 5,377 | $44,139 | Down ×2 | ||
| FDX FedEx Corporation Common Stock | $682,623 | 0.25% | 2,180 | $-28,668 | Up ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $678,629 | 0.25% | 671 | $140,579 | Up ×4 | ||
| IBM International Business Machines Corporation Common Stock | $676,310 | 0.24% | 2,405 | ||||
| TT Trane Technologies plc | $658,646 | 0.24% | 1,341 | $96,047 | Down ×1 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| HEFA | $8,022,099 | 2.90% | up ×6 |
| IGSB | $5,106,328 | 1.85% | up ×6 |
| EMXC | $4,741,605 | 1.72% | up ×5 |
| MSFT | $4,274,809 | 1.55% | up ×3 |
| RSP | $3,927,947 | 1.42% | up ×6 |
| VYM | $2,555,819 | 0.93% | up ×6 |
| IGIB | $2,499,096 | 0.90% | up ×4 |
| GVI | $2,019,201 | 0.73% | up ×6 |
| VCIT | $1,961,037 | 0.71% | up ×5 |
| DIS | $1,575,825 | 0.57% | up ×6 |
| ECL | $1,404,194 | 0.51% | up ×5 |
| BAC | $1,240,683 | 0.45% | up ×5 |
| META | $1,193,048 | 0.43% | up ×4 |
| DE | $1,048,547 | 0.38% | up ×3 |
| TMO | $1,042,829 | 0.38% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| ROL | $1,076,892 | 25,800 | 0.39% |
| IBM | $676,310 | 2,405 | 0.24% |
| STX | $482,500 | 500 | 0.17% |
| INTC | $479,489 | 3,434 | 0.17% |
| Unknown issuer (CUSIP: 438516205) | $343,910 | 1,536 | 0.12% |
| Unknown issuer (CUSIP: 43849R105) | $333,168 | 1,507 | 0.12% |
| FSLR | $258,612 | 1,096 | 0.09% |
| CMI | $235,359 | 330 | 0.09% |
| WAT | $228,399 | 609 | 0.08% |
| ESML | $218,965 | 3,915 | 0.08% |
| QQQ | $201,777 | 274 | 0.07% |
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| XOM | June 30, 2026 | 14,728 | $2,498,752 | 21.7% |
| ROL | March 31, 2026 | 25,800 | $1,548,516 | -31.6% |
| IBM | March 31, 2026 | 2,407 | $712,977 | -3.6% |
| HON | June 30, 2026 | 2,934 | $663,172 | -1.9% |
| ADBE | Dec. 31, 2025 | 1,164 | $410,601 | -22.0% |
| FISV | Dec. 31, 2025 | 2,627 | $338,699 | -23.3% |
| VTV | March 31, 2025 | 1,757 | $297,460 | No longer tracked |
| IWF | March 31, 2025 | 728 | $292,350 | No longer tracked |
| INTU | June 30, 2026 | 623 | $269,373 | 38.2% |
| VUG | March 31, 2025 | 631 | $258,988 | No longer tracked |
| CLX | June 30, 2025 | 1,724 | $253,859 | -12.1% |
| AMGN | Sept. 30, 2025 | 888 | $247,938 | 54.5% |
| CMCSA | Dec. 31, 2025 | 7,726 | $242,751 | -5.5% |
| USHY | Dec. 31, 2025 | 6,265 | $236,692 | No longer tracked |
| QCLN | Sept. 30, 2025 | 7,042 | $230,203 | |
| ELV | March 31, 2025 | 608 | $224,291 | -8.1% |
| DGRW | June 30, 2025 | 2,745 | $219,216 | |
| ADSK | June 30, 2026 | 901 | $215,699 | 27.1% |
| NVO | Sept. 30, 2025 | 3,084 | $212,858 | -15.8% |
| MKC | June 30, 2026 | 4,149 | $209,276 | 9.7% |
| SHY | June 30, 2025 | 2,505 | $207,239 | |
| IWP | Dec. 31, 2025 | 1,450 | $206,495 | No longer tracked |
| SUB | June 30, 2026 | 1,931 | $205,652 | No longer tracked |
| CMCSA | June 30, 2026 | 7,105 | $203,985 | 7.8% |
| CB | June 30, 2025 | 673 | $203,239 | 18.6% |
| FSLR | March 31, 2026 | 776 | $202,714 | 8.9% |
| NUSC | March 31, 2025 | 4,797 | $200,908 | No longer tracked |
| ABT | March 31, 2026 | 1,601 | $200,589 | 11.4% |
| F | March 31, 2025 | 11,467 | $113,523 | 43.1% |