Bigelow Investment Advisors, Llc Portfolio Stock Holdings
Bigelow Investment Advisors, Llc disclosed 157 stock positions valued at approximately $276.2 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, STATE STR SPDR S&P 500 ETF T, and VANGUARD SPECIALIZED FUNDS. The filing reflects positions held as of June 30, 2026 and was filed on July 30, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 157
- Portfolio Value
- $276.2M
Holdings by Sector
Bigelow Investment Advisors, Llc Portfolio Holdings in Q2 2026
155 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 7.07% | 26,068 | +463 | +1.81% | $19,522,241 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 4.90% | 18,132 | -407 | -2.20% | $13,540,372 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 4.31% | 50,332 | -172 | -0.34% | $11,909,558 |
| ISHARES GOLD TR | IAU | Other | 3.47% | 126,904 | -4,134 | -3.15% | $9,582,521 |
| ISHARES TR | HEFA | Other | 2.90% | 170,956 | +30,826 | +22.00% | $8,022,099 |
| ISHARES TR | IJH | Other | 2.87% | 102,935 | -1,083 | -1.04% | $7,937,347 |
| APPLE INC | AAPL | Technology | 2.77% | 26,409 | +72 | +0.27% | $7,641,708 |
| ISHARES TR | IJR | Other | 1.99% | 37,133 | -2,347 | -5.94% | $5,507,195 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.98% | 161,426 | +3,304 | +2.09% | $5,462,656 |
| SCHWAB STRATEGIC TR | SCHX | Other | 1.86% | 174,562 | -2,354 | -1.33% | $5,137,360 |
| ISHARES TR | IGSB | Other | 1.85% | 97,430 | +3,578 | +3.81% | $5,106,328 |
| SCHWAB STRATEGIC TR | SCHO | Other | 1.81% | 206,562 | +8,706 | +4.40% | $4,986,395 |
| NVIDIA CORPORATION | NVDA | Technology | 1.74% | 24,003 | +2,494 | +11.60% | $4,802,723 |
| ISHARES INC | EMXC | Other | 1.72% | 46,350 | +2,005 | +4.52% | $4,741,605 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 1.71% | 129,658 | -14,328 | -9.95% | $4,736,407 |
| ALPHABET INC | GOOGL | Communication Services | 1.61% | 12,457 | -211 | -1.67% | $4,451,773 |
| MICROSOFT CORP | MSFT | Technology | 1.55% | 11,460 | +364 | +3.28% | $4,274,809 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.51% | 16,425 | +118 | +0.72% | $4,171,457 |
| ISHARES TR | MBB | Other | 1.44% | 42,212 | -145 | -0.34% | $3,989,878 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.42% | 18,461 | +1,164 | +6.73% | $3,927,947 |
| ISHARES TR | IEFA | Other | 1.36% | 38,971 | -396 | -1.01% | $3,763,819 |
| ALPHABET INC | GOOG | Communication Services | 1.33% | 10,369 | -399 | -3.71% | $3,663,679 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.26% | 10,630 | +89 | +0.84% | $3,479,518 |
| ISHARES TR | AGG | Other | 1.15% | 32,005 | -2,619 | -7.56% | $3,167,855 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 1.03% | 8,441 | +32 | +0.38% | $2,855,168 |
| RTX CORPORATION | RTX | Industrials | 1.01% | 14,677 | -357 | -2.37% | $2,784,667 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.99% | 11,424 | -17 | -0.15% | $2,722,796 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.93% | 16,173 | +926 | +6.07% | $2,555,819 |
| ISHARES TR | IGIB | Other | 0.90% | 47,002 | +3,327 | +7.62% | $2,499,096 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.88% | 4,171 | +208 | +5.25% | $2,422,976 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.86% | 33,290 | -67 | -0.20% | $2,371,913 |
| VANGUARD WORLD FD | VPU | Other | 0.78% | 11,035 | -644 | -5.51% | $2,159,881 |
| FIRST TR EXCHANGE-TRADED FD | LMBS | Other | 0.78% | 43,258 | -2,351 | -5.15% | $2,153,383 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.78% | 61,824 | +1,813 | +3.02% | $2,152,093 |
| CISCO SYS INC | CSCO | Technology | 0.77% | 18,037 | -721 | -3.84% | $2,118,597 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.76% | 72,116 | -964 | -1.32% | $2,088,479 |
| ISHARES TR | GVI | Other | 0.73% | 19,032 | +1,479 | +8.43% | $2,019,201 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.71% | 23,727 | +236 | +1.00% | $1,961,037 |
| ISHARES TR | FLOT | Other | 0.67% | 36,083 | -505 | -1.38% | $1,842,037 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.66% | 20,771 | +138 | +0.67% | $1,823,071 |
| VANGUARD WORLD FD | VFH | Other | 0.62% | 12,996 | -213 | -1.61% | $1,710,274 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.62% | 11,627 | +151 | +1.32% | $1,704,983 |
| ISHARES INC | IEMG | Other | 0.61% | 20,456 | -358 | -1.72% | $1,694,575 |
| CATERPILLAR INC | CAT | Industrials | 0.61% | 1,591 | -60 | -3.63% | $1,694,256 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.59% | 10,791 | -9 | -0.08% | $1,634,837 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.57% | 4,475 | - | - | $1,585,224 |
| DISNEY WALT CO | DIS | Communication Services | 0.57% | 16,372 | +145 | +0.89% | $1,575,825 |
| ARISTA NETWORKS INC | ANET | Other | 0.57% | 9,237 | -21 | -0.23% | $1,569,182 |
| ISHARES TR | SUSA | Other | 0.56% | 9,998 | -243 | -2.37% | $1,542,663 |
| APPLIED MATLS INC | AMAT | Technology | 0.53% | 2,033 | -317 | -13.49% | $1,469,859 |
| EATON CORP PLC | ETN | Other | 0.52% | 3,353 | +78 | +2.38% | $1,428,780 |
| ECOLAB INC | ECL | Basic Materials | 0.51% | 5,040 | +69 | +1.39% | $1,404,194 |
| VANGUARD WORLD FD | VOX | Other | 0.50% | 7,486 | -303 | -3.89% | $1,377,050 |
| TEXAS INSTRS INC | TXN | Technology | 0.46% | 4,295 | -25 | -0.58% | $1,280,211 |
| VISA INC | V | Financial Services | 0.46% | 3,707 | -114 | -2.98% | $1,271,835 |
| BANK OF AMER CORP | BAC | Financial Services | 0.45% | 21,774 | +331 | +1.54% | $1,240,683 |
| PEPSICO INC | PEP | Consumer Defensive | 0.43% | 8,857 | -154 | -1.71% | $1,199,238 |
| ISHARES TR | QLTA | Other | 0.43% | 25,235 | -18 | -0.07% | $1,199,167 |
| SCHWAB STRATEGIC TR | SCHP | Other | 0.43% | 45,229 | +4,274 | +10.44% | $1,198,569 |
| META PLATFORMS INC | META | Communication Services | 0.43% | 2,118 | +136 | +6.86% | $1,193,048 |
| ISHARES TR | GNMA | Other | 0.41% | 25,411 | -2,598 | -9.28% | $1,123,910 |
| SPDR SERIES TRUST | CWB | Other | 0.40% | 10,234 | +3,558 | +53.30% | $1,103,430 |
| ROLLINS INC | ROL | Consumer Cyclical | 0.39% | 25,800 | - | - | $1,076,892 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.39% | 3,018 | -67 | -2.17% | $1,064,388 |
| DEERE & CO | DE | Industrials | 0.38% | 1,653 | +25 | +1.54% | $1,048,547 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.38% | 2,080 | +15 | +0.73% | $1,042,829 |
| ORACLE CORP | ORCL | Technology | 0.38% | 7,087 | +375 | +5.59% | $1,038,600 |
| VANGUARD WORLD FD | VHT | Other | 0.37% | 3,455 | -260 | -7.00% | $1,033,080 |
| ISHARES TR | ESGU | Other | 0.37% | 6,277 | - | - | $1,027,357 |
| ISHARES TR | IEI | Other | 0.37% | 8,735 | +1,271 | +17.03% | $1,025,926 |
| DANAHER CORP DEL | DHR | Healthcare | 0.36% | 5,255 | -119 | -2.21% | $1,000,972 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.36% | 3,321 | +131 | +4.11% | $989,293 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.36% | 9,655 | +59 | +0.61% | $986,644 |
| NETFLIX INC. | NFLX | Communication Services | 0.35% | 13,432 | +643 | +5.03% | $959,045 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.35% | 7,557 | +25 | +0.33% | $956,565 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.33% | 793 | +117 | +17.31% | $915,352 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.33% | 4,146 | +104 | +2.57% | $914,195 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.33% | 15,243 | -277 | -1.78% | $909,855 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.32% | 9,666 | +369 | +3.97% | $886,179 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.31% | 22,962 | -2,574 | -10.08% | $846,609 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.30% | 2,012 | -53 | -2.57% | $836,248 |
| MEDTRONIC PLC | MDT | Other | 0.30% | 10,654 | -471 | -4.23% | $833,462 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.30% | 1,616 | -62 | -3.69% | $829,978 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.30% | 1,658 | -75 | -4.33% | $829,647 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.30% | 2,460 | +41 | +1.69% | $823,657 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.29% | 857 | +33 | +4.00% | $801,698 |
| VANGUARD WORLD FD | VDC | Other | 0.28% | 3,435 | +407 | +13.44% | $774,558 |
| MERCK & CO INC | MRK | Healthcare | 0.28% | 6,009 | -194 | -3.13% | $772,157 |
| ELI LILLY & CO | LLY | Healthcare | 0.28% | 639 | -6 | -0.93% | $766,436 |
| CSX CORP | CSX | Industrials | 0.28% | 16,026 | - | - | $761,716 |
| WALMART INC | WMT | Consumer Defensive | 0.27% | 6,585 | +89 | +1.37% | $745,817 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.27% | 17,416 | +788 | +4.74% | $737,393 |
| ISHARES TR | IWM | Other | 0.27% | 2,453 | -32 | -1.29% | $736,987 |
| ISHARES TR | TIP | Other | 0.26% | 6,487 | - | - | $709,872 |
| IDEXX LABS INC | IDXX | Healthcare | 0.25% | 1,321 | -47 | -3.44% | $695,427 |
| ISHARES TR | IYF | Other | 0.25% | 5,377 | -75 | -1.38% | $685,621 |
| FEDEX CORP | FDX | Industrials | 0.25% | 2,180 | +183 | +9.16% | $682,623 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.25% | 671 | +35 | +5.50% | $678,629 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.24% | 2,405 | -2 | -0.08% | $676,310 |
| TRANE TECHNOLOGIES PLC | TT | Other | 0.24% | 1,341 | -9 | -0.67% | $658,646 |