Bigelow Investment Advisors
Portland, MEfiles as Bigelow Investment Advisors, LLC
$276m in 157 US stocks at the end of 30 June 2026. The top 10 are 34.1% of the money. It changed about 6.9% of the portfolio this quarter.
Value
$276m
Stocks
157
Top 10 share
34.1%
Turnover
6.9%
What changed this quarter
New
Bought for the first time this quarter.
- RollinsROL0.4% of the fund
- International Business MachinesIBM0.2% of the fund
- Seagate Technology HoldingsSTX0.2% of the fund
- IntelINTC0.2% of the fund
- Honeywell InternationalHON0.1% of the fund
- Honeywell AerospaceHONA0.1% of the fund
- First SolarFSLR<0.1% of the fund
- CumminsCMI<0.1% of the fund
- WatersWAT<0.1% of the fund
- Ishares TRESML<0.1% of the fund
- Invesco QQQ TRQQQ<0.1% of the fund
Added
Bought more of a stock they already held.
- Ishares TRHEFA2.9% of the fund+22%
- Schwab Strategic TRSCHG2.0% of the fund+2%
- Ishares TRIGSB1.8% of the fund+4%
- Schwab Strategic TRSCHO1.8% of the fund+4%
- NvidiaNVDA1.7% of the fund+12%
- IsharesEMXC1.7% of the fund+5%
- MicrosoftMSFT1.5% of the fund+3%
- Invesco Exchange Traded FD TRSP1.4% of the fund+7%
- Vanguard Whitehall FDSVYM0.9% of the fund+6%
- Ishares TRIGIB0.9% of the fund+8%
- Advanced Micro DevicesAMD0.9% of the fund+5%
- Schwab Strategic TRSCHV0.8% of the fund+3%
- Ishares TRGVI0.7% of the fund+8%
- EatonETN0.5% of the fund+2%
- Schwab Strategic TRSCHP0.4% of the fund+10%
- Meta PlatformsMETA0.4% of the fund+7%
- Spdr Series TrustCWB0.4% of the fund+53%
- OracleORCL0.4% of the fund+6%
- Ishares TRIEI0.4% of the fund+17%
- Marvell TechnologyMRVL0.4% of the fund+4%
- NetflixNFLX0.3% of the fund+5%
- Micron TechnologyMU0.3% of the fund+17%
- Lowe's CompaniesLOW0.3% of the fund+3%
- Colgate-PalmoliveCL0.3% of the fund+4%
- Costco WholesaleCOST0.3% of the fund+4%
Cut
Sold some of their stake.
- State STR Spdr S&P 500 ETF TSPY4.9% of the fund-2%
- Ishares Gold TRIAU3.5% of the fund-3%
- Ishares TRIJR2.0% of the fund-6%
- First TR Exchng Traded FD VIBUFR1.7% of the fund-10%
- AlphabetGOOG1.3% of the fund-4%
- Ishares TRAGG1.1% of the fund-8%
- RTXRTX1.0% of the fund-2%
- Vanguard World FDVPU0.8% of the fund-6%
- First TR Exchange-Traded FDLMBS0.8% of the fund-5%
- Cisco SystemsCSCO0.8% of the fund-4%
- CaterpillarCAT0.6% of the fund-4%
- Ishares TRSUSA0.6% of the fund-2%
- Applied MaterialsAMAT0.5% of the fund-13%
- Vanguard World FDVOX0.5% of the fund-4%
- VisaV0.5% of the fund-3%
- Ishares TRGNMA0.4% of the fund-9%
- Home DepotHD0.4% of the fund-2%
- Vanguard World FDVHT0.4% of the fund-7%
- DanaherDHR0.4% of the fund-2%
- Schwab Strategic TRSCHM0.3% of the fund-10%
- UnitedHealth GroupUNH0.3% of the fund-3%
- MedtronicMDT0.3% of the fund-4%
- MastercardMA0.3% of the fund-4%
- Berkshire HathawayBRK-B0.3% of the fund-4%
- MerckMRK0.3% of the fund-3%
Sold out
Sold their entire stake.
- ExxonMobil HoldingsXOM-100%
- Honeywell InternationalHON-100%
- IntuitINTU-100%
- AutodeskADSK-100%
- McCormickMKC-100%
- Ishares TRSUB-100%
- ComcastCMCSA-100%
Holdings
- Ishares TRIVV
- Share
- 7.1%
- Value
- $20m
- Shares
- 26,068
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 4.9%
- Value
- $14m
- Shares
- 18,132
-2%
- Vanguard Specialized FundsVIG
- Share
- 4.3%
- Value
- $12m
- Shares
- 50,332
Held
- Ishares Gold TRIAU
- Share
- 3.5%
- Value
- $10m
- Shares
- 126,904
-3%
- Ishares TRHEFA
- Share
- 2.9%
- Value
- $8m
- Shares
- 170,956
+22%
- Ishares TRIJH
- Share
- 2.9%
- Value
- $8m
- Shares
- 102,935
Held
- Ishares TRIJR
- Share
- 2.0%
- Value
- $6m
- Shares
- 37,133
-6%
- Schwab Strategic TRSCHG
- Share
- 2.0%
- Value
- $5m
- Shares
- 161,426
+2%
- Schwab Strategic TRSCHX
- Share
- 1.9%
- Value
- $5m
- Shares
- 174,562
Held
- Ishares TRIGSB
- Share
- 1.8%
- Value
- $5m
- Shares
- 97,430
+4%
- Schwab Strategic TRSCHO
- Share
- 1.8%
- Value
- $5m
- Shares
- 206,562
+4%
- IsharesEMXC
- Share
- 1.7%
- Value
- $5m
- Shares
- 46,350
+5%
- First TR Exchng Traded FD VIBUFR
- Share
- 1.7%
- Value
- $5m
- Shares
- 129,658
-10%
- Ishares TRMBB
- Share
- 1.4%
- Value
- $4m
- Shares
- 42,212
Held
- Invesco Exchange Traded FD TRSP
- Share
- 1.4%
- Value
- $4m
- Shares
- 18,461
+7%
- Ishares TRIEFA
- Share
- 1.4%
- Value
- $4m
- Shares
- 38,971
Held
- Ishares TRAGG
- Share
- 1.1%
- Value
- $3m
- Shares
- 32,005
-8%
- Vanguard Whitehall FDSVYM
- Share
- 0.9%
- Value
- $3m
- Shares
- 16,173
+6%
- Ishares TRIGIB
- Share
- 0.9%
- Value
- $2m
- Shares
- 47,002
+8%
- Vanguard Tax-Managed FDSVEA
- Share
- 0.9%
- Value
- $2m
- Shares
- 33,290
Held
- Vanguard World FDVPU
- Share
- 0.8%
- Value
- $2m
- Shares
- 11,035
-6%
- First TR Exchange-Traded FDLMBS
- Share
- 0.8%
- Value
- $2m
- Shares
- 43,258
-5%
- Schwab Strategic TRSCHV
- Share
- 0.8%
- Value
- $2m
- Shares
- 61,824
+3%
- Schwab Strategic TRSCHB
- Share
- 0.8%
- Value
- $2m
- Shares
- 72,116
Held
- Ishares TRGVI
- Share
- 0.7%
- Value
- $2m
- Shares
- 19,032
+8%
- Vanguard Scottsdale FDSVCIT
- Share
- 0.7%
- Value
- $2m
- Shares
- 23,727
Held
- Ishares TRFLOT
- Share
- 0.7%
- Value
- $2m
- Shares
- 36,083
Held
- Vanguard World FDVFH
- Share
- 0.6%
- Value
- $2m
- Shares
- 12,996
Held
- IsharesIEMG
- Share
- 0.6%
- Value
- $2m
- Shares
- 20,456
Held
- Ishares TRSUSA
- Share
- 0.6%
- Value
- $2m
- Shares
- 9,998
-2%
- Vanguard World FDVOX
- Share
- 0.5%
- Value
- $1m
- Shares
- 7,486
-4%
- Ishares TRQLTA
- Share
- 0.4%
- Value
- $1m
- Shares
- 25,235
Held
- Schwab Strategic TRSCHP
- Share
- 0.4%
- Value
- $1m
- Shares
- 45,229
+10%
- Ishares TRGNMA
- Share
- 0.4%
- Value
- $1m
- Shares
- 25,411
-9%
- Spdr Series TrustCWB
- Share
- 0.4%
- Value
- $1m
- Shares
- 10,234
+53%
- Vanguard World FDVHT
- Share
- 0.4%
- Value
- $1m
- Shares
- 3,455
-7%
- Ishares TRESGU
- Share
- 0.4%
- Value
- $1m
- Shares
- 6,277
Held
- Ishares TRIEI
- Share
- 0.4%
- Value
- $1m
- Shares
- 8,735
+17%
- Vanguard Intl Equity Index FVWO
- Share
- 0.3%
- Value
- $909,855
- Shares
- 15,243
Held
- Schwab Strategic TRSCHM
- Share
- 0.3%
- Value
- $846,609
- Shares
- 22,962
-10%
- Vanguard World FDVDC
- Share
- 0.3%
- Value
- $774,558
- Shares
- 3,435
+13%
- Ishares TRIWM
- Share
- 0.3%
- Value
- $736,987
- Shares
- 2,453
Held
- Ishares TRTIP
- Share
- 0.3%
- Value
- $709,872
- Shares
- 6,487
Held
- Ishares TRIYF
- Share
- 0.2%
- Value
- $685,621
- Shares
- 5,377
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRIVV | 7.1% | $20m | 26,068 | Held |
| State STR Spdr S&P 500 ETF TSPY | 4.9% | $14m | 18,132 | -2% |
| Vanguard Specialized FundsVIG | 4.3% | $12m | 50,332 | Held |
| Ishares Gold TRIAU | 3.5% | $10m | 126,904 | -3% |
| Ishares TRHEFA | 2.9% | $8m | 170,956 | +22% |
| Ishares TRIJH | 2.9% | $8m | 102,935 | Held |
| AppleAAPL | 2.8% | $8m | 26,409 | Held |
| Ishares TRIJR | 2.0% | $6m | 37,133 | -6% |
| Schwab Strategic TRSCHG | 2.0% | $5m | 161,426 | +2% |
| Schwab Strategic TRSCHX | 1.9% | $5m | 174,562 | Held |
| Ishares TRIGSB | 1.8% | $5m | 97,430 | +4% |
| Schwab Strategic TRSCHO | 1.8% | $5m | 206,562 | +4% |
| NvidiaNVDA | 1.7% | $5m | 24,003 | +12% |
| IsharesEMXC | 1.7% | $5m | 46,350 | +5% |
| First TR Exchng Traded FD VIBUFR | 1.7% | $5m | 129,658 | -10% |
| AlphabetGOOGL | 1.6% | $4m | 12,457 | Held |
| MicrosoftMSFT | 1.5% | $4m | 11,460 | +3% |
| Johnson & JohnsonJNJ | 1.5% | $4m | 16,425 | Held |
| Ishares TRMBB | 1.4% | $4m | 42,212 | Held |
| Invesco Exchange Traded FD TRSP | 1.4% | $4m | 18,461 | +7% |
| Ishares TRIEFA | 1.4% | $4m | 38,971 | Held |
| AlphabetGOOG | 1.3% | $4m | 10,369 | -4% |
| JPMorgan ChaseJPM | 1.3% | $3m | 10,630 | Held |
| Ishares TRAGG | 1.1% | $3m | 32,005 | -8% |
| American ExpressAXP | 1.0% | $3m | 8,441 | Held |
| RTXRTX | 1.0% | $3m | 14,677 | -2% |
| Amazon.comAMZN | 1.0% | $3m | 11,424 | Held |
| Vanguard Whitehall FDSVYM | 0.9% | $3m | 16,173 | +6% |
| Ishares TRIGIB | 0.9% | $2m | 47,002 | +8% |
| Advanced Micro DevicesAMD | 0.9% | $2m | 4,171 | +5% |
| Vanguard Tax-Managed FDSVEA | 0.9% | $2m | 33,290 | Held |
| Vanguard World FDVPU | 0.8% | $2m | 11,035 | -6% |
| First TR Exchange-Traded FDLMBS | 0.8% | $2m | 43,258 | -5% |
| Schwab Strategic TRSCHV | 0.8% | $2m | 61,824 | +3% |
| Cisco SystemsCSCO | 0.8% | $2m | 18,037 | -4% |
| Schwab Strategic TRSCHB | 0.8% | $2m | 72,116 | Held |
| Ishares TRGVI | 0.7% | $2m | 19,032 | +8% |
| Vanguard Scottsdale FDSVCIT | 0.7% | $2m | 23,727 | Held |
| Ishares TRFLOT | 0.7% | $2m | 36,083 | Held |
| NextEra EnergyNEE | 0.7% | $2m | 20,771 | Held |
| Vanguard World FDVFH | 0.6% | $2m | 12,996 | Held |
| Procter & GamblePG | 0.6% | $2m | 11,627 | Held |
| IsharesIEMG | 0.6% | $2m | 20,456 | Held |
| CaterpillarCAT | 0.6% | $2m | 1,591 | -4% |
| TJX CompaniesTJX | 0.6% | $2m | 10,791 | Held |
| General DynamicsGD | 0.6% | $2m | 4,475 | Held |
| Walt DisneyDIS | 0.6% | $2m | 16,372 | Held |
| Arista NetworksANET | 0.6% | $2m | 9,237 | Held |
| Ishares TRSUSA | 0.6% | $2m | 9,998 | -2% |
| Applied MaterialsAMAT | 0.5% | $1m | 2,033 | -13% |
| EatonETN | 0.5% | $1m | 3,353 | +2% |
| EcolabECL | 0.5% | $1m | 5,040 | Held |
| Vanguard World FDVOX | 0.5% | $1m | 7,486 | -4% |
| Texas InstrumentsTXN | 0.5% | $1m | 4,295 | Held |
| VisaV | 0.5% | $1m | 3,707 | -3% |
| Bank of AmericaBAC | 0.4% | $1m | 21,774 | Held |
| PepsiCoPEP | 0.4% | $1m | 8,857 | Held |
| Ishares TRQLTA | 0.4% | $1m | 25,235 | Held |
| Schwab Strategic TRSCHP | 0.4% | $1m | 45,229 | +10% |
| Meta PlatformsMETA | 0.4% | $1m | 2,118 | +7% |
| Ishares TRGNMA | 0.4% | $1m | 25,411 | -9% |
| Spdr Series TrustCWB | 0.4% | $1m | 10,234 | +53% |
| RollinsROL | 0.4% | $1m | 25,800 | New |
| Home DepotHD | 0.4% | $1m | 3,018 | -2% |
| DeereDE | 0.4% | $1m | 1,653 | Held |
| Thermo Fisher ScientificTMO | 0.4% | $1m | 2,080 | Held |
| OracleORCL | 0.4% | $1m | 7,087 | +6% |
| Vanguard World FDVHT | 0.4% | $1m | 3,455 | -7% |
| Ishares TRESGU | 0.4% | $1m | 6,277 | Held |
| Ishares TRIEI | 0.4% | $1m | 8,735 | +17% |
| DanaherDHR | 0.4% | $1m | 5,255 | -2% |
| Marvell TechnologyMRVL | 0.4% | $989,293 | 3,321 | +4% |
| StarbucksSBUX | 0.4% | $986,644 | 9,655 | Held |
| NetflixNFLX | 0.3% | $959,045 | 13,432 | +5% |
| Duke EnergyDUK | 0.3% | $956,565 | 7,557 | Held |
| Micron TechnologyMU | 0.3% | $915,352 | 793 | +17% |
| Lowe's CompaniesLOW | 0.3% | $914,195 | 4,146 | +3% |
| Vanguard Intl Equity Index FVWO | 0.3% | $909,855 | 15,243 | Held |
| Colgate-PalmoliveCL | 0.3% | $886,179 | 9,666 | +4% |
| Schwab Strategic TRSCHM | 0.3% | $846,609 | 22,962 | -10% |
| UnitedHealth GroupUNH | 0.3% | $836,248 | 2,012 | -3% |
| MedtronicMDT | 0.3% | $833,462 | 10,654 | -4% |
| MastercardMA | 0.3% | $829,978 | 1,616 | -4% |
| Berkshire HathawayBRK-B | 0.3% | $829,647 | 1,658 | -4% |
| Vertiv HoldingsVRT | 0.3% | $823,657 | 2,460 | Held |
| Costco WholesaleCOST | 0.3% | $801,698 | 857 | +4% |
| Vanguard World FDVDC | 0.3% | $774,558 | 3,435 | +13% |
| MerckMRK | 0.3% | $772,157 | 6,009 | -3% |
| Eli LillyLLY | 0.3% | $766,436 | 639 | Held |
| CSXCSX | 0.3% | $761,716 | 16,026 | Held |
| WalmartWMT | 0.3% | $745,817 | 6,585 | Held |
| Verizon CommunicationsVZ | 0.3% | $737,393 | 17,416 | +5% |
| Ishares TRIWM | 0.3% | $736,987 | 2,453 | Held |
| Ishares TRTIP | 0.3% | $709,872 | 6,487 | Held |
| Idexx LaboratoriesIDXX | 0.3% | $695,427 | 1,321 | -3% |
| Ishares TRIYF | 0.2% | $685,621 | 5,377 | Held |
| FedExFDX | 0.2% | $682,623 | 2,180 | +9% |
| Goldman Sachs GroupGS | 0.2% | $678,629 | 671 | +6% |
| International Business MachinesIBM | 0.2% | $676,310 | 2,405 | New |
| Trane TechnologiesTT | 0.2% | $658,646 | 1,341 | Held |
Showing the largest 100 of 157.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 21.7% since 30 June 2025.
Where the money is
Technology11.9%
Industrials6.0%
Financial services4.7%
Media & telecom4.6%
Health care4.2%
Retail & consumer3.1%
Everyday goods2.2%
Utilities1.0%
Materials0.5%
Other61.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.