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Bigelow Investment Advisors, LLC
Period ended Sep 30, 2026 · Latest filing Oct 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $280,811,442
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $19,895,726
- STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares: $13,891,580
- VANGUARD SPECIALIZED FUNDS · DIV APP ETF · 921908844 · shares: $11,713,838
- ISHARES GOLD TR · ISHARES NEW · 464285204 · shares: $9,991,489
- ISHARES TR · HDG MSCI EAFE · 46434V803 · shares: $9,000,020
- APPLE INC · COM · 037833100 · shares: $8,687,452
- ISHARES TR · CORE S&P MCP ETF · 464287507 · shares: $7,692,086
- SCHWAB STRATEGIC TR · US LCAP GR ETF · 808524300 · shares: $5,804,851
- MICROSOFT CORP · COM · 594918104 · shares: $5,744,480
- NVIDIA CORPORATION · COM · 67066G104 · shares: $5,520,359
Reported holdings
154 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| CME GROUP INC | COM | 12572Q105 | — | 2,498 shares | $654,426 |
| ISHARES TR | ESG MSCI KLD ETF | 464288570 | — | 4,468 shares | $653,187 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 2,693 shares | $649,831 |
| ISHARES TR | TIPS BD ETF | 464287176 | — | 6,196 shares | $644,632 |
| SYSCO CORP | COM | 871829107 | — | 8,183 shares | $637,947 |
| ISHARES TR | CONV BD ETF | 46435G102 | — | 5,605 shares | $633,011 |
| FEDEX CORP | COM | 31428X106 | — | 2,059 shares | $587,000 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 3,391 shares | $552,428 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 1,780 shares | $550,020 |
| BECTON DICKINSON & CO | COM | 075887109 | — | 3,032 shares | $542,728 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 | — | 5,199 shares | $535,729 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 1,324 shares | $504,232 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 | — | 886 shares | $503,815 |
| UNITED PARCEL SVCS INC | CL B | 911312106 | — | 5,175 shares | $483,552 |
| ISHARES TR | ISHARES BIOTECH | 464287556 | — | 2,188 shares | $460,640 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | — | 14,054 shares | $458,582 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 494 shares | $455,636 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 641 shares | $449,251 |
| BLACKSTONE INC | COM | 09260D107 | — | 4,003 shares | $448,696 |
| ANALOG DEVICES INC | COM | 032654105 | — | 1,101 shares | $436,778 |
| SALESFORCE INC | COM | 79466L302 | — | 1,901 shares | $436,413 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | — | 19,724 shares | $434,717 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 3,342 shares | $419,989 |
| ISHARES TR | ESG MSCI LEADR | 46435U218 | — | 3,009 shares | $410,089 |
| INTEL CORP | COM | 458140100 | — | 3,293 shares | $395,917 |
| QUANTA SVCS INC | COM | 74762E102 | — | 615 shares | $395,144 |
| 3M CO | COM | 88579Y101 | — | 2,390 shares | $392,319 |
| NIKE INC | CL B | 654106103 | — | 10,815 shares | $382,851 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 5,502 shares | $376,942 |
| ISHARES TR | CORE INTL AGGR | 46435G672 | — | 7,435 shares | $365,802 |
| HONEYWELL INTL INC | COM | 438516205 | — | 1,717 shares | $362,184 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | — | 16,115 shares | $356,142 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 3,364 shares | $349,486 |
| ISHARES TR | TRS FLT RT BD | 46434V860 | — | 6,880 shares | $348,610 |
| KIRBY CORP | COM | 497266106 | — | 2,544 shares | $333,900 |
| UNION PAC CORP | COM | 907818108 | — | 1,213 shares | $330,094 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 1,685 shares | $325,323 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 | — | 5,706 shares | $309,037 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 10,173 shares | $279,463 |
| ISHARES TR | RUS 1000 ETF | 464287622 | — | 670 shares | $278,807 |
| ISHARES TR | ESG AWRE 1 5 YR | 46435G243 | — | 11,113 shares | $271,491 |
| PAYPAL HLDGS INC | COM | 70450Y103 | — | 4,891 shares | $256,924 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 2,485 shares | $251,234 |
| MCDONALDS CORP | COM | 580135101 | — | 1,082 shares | $249,877 |
| WATERS CORP | COM | 941848103 | — | 559 shares | $245,619 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 3,158 shares | $243,956 |
| FIRST SOLAR INC | COM | 336433107 | — | 1,387 shares | $242,947 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | — | 926 shares | $238,241 |
| PFIZER INC | COM | 717081103 | — | 7,598 shares | $216,695 |
| CHUBB LIMITED | COM | H1467J104 | — | 650 shares | $211,413 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 | — | 2,318 shares | $207,028 |
| COMCAST CORP NEW | CL A | 20030N101 | — | 9,352 shares | $203,500 |
| ISHARES TR | ESG AWARE MSCI | 46435U663 | — | 3,901 shares | $202,851 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 274 shares | $202,701 |