Bigelow Investment Advisors, LLC

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CIK 1729516

13F portfolio (2026-Q1)

$250M

Positions

153

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

153

Top 5

23.3%

Top 10

34.3%

Effective N

50.7

HHI

0.020

This quarter

8 new · 0 exit →

By sector

Unclassified62.7%

Information Technology10.7%

Industrials5.2%

Financials5.0%

Communication Services4.7%

Consumer Discretionary3.8%

Health Care3.4%

Materials1.7%

Other2.8%

By market cap

Unknown62.9%

Mega (>$200B)24.5%

Large ($10–200B)12.5%

Mid ($2–10B)0.1%

By region

Other62.7%

North America37.1%

Asia-Pacific0.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	63.07%	68
Technology Hardware & Equipment	4.97%	8
Semiconductors & Semiconductor Equipment	3.23%	9
Software & IT Services	3.15%	3
Specialty Retail	3.08%	6
Pharmaceuticals & Biotechnology	2.82%	6
Banks	2.76%	4
Software	2.47%	6
Aerospace & Defense	2.04%	3
Chemicals	1.74%	4
Machinery	1.40%	4
Utilities	1.16%	2
Commercial Services & Supplies	1.03%	4
Oil, Gas & Consumable Fuels	1.00%	1
Road & Rail	0.79%	4
Health Care Equipment & Supplies	0.70%	3
Capital Markets	0.69%	3
Entertainment	0.63%	1
Media & Entertainment	0.57%	2
Beverages	0.56%	1
Hotels, Restaurants & Leisure	0.48%	2
Diversified Telecommunication Services	0.33%	1
Insurance	0.31%	2
Airlines	0.28%	1
Distributors	0.20%	1
Transportation Infrastructure	0.20%	1
Marine	0.12%	1
Construction & Engineering	0.10%	1
Food Products	0.08%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	IVV	ISHARES TR	Unclassified	6.70%
2	SPY	STATE STR SPDR S&P 500 ETF T	Unclassified	4.83%
3	IAU	ISHARES GOLD TR	Unclassified	4.62%
4	VIG	VANGUARD SPECIALIZED FUNDS	Unclassified	4.35%
5	IJH	ISHARES TR	Unclassified	2.81%
6	AAPL	Apple Inc.	Information Technology	2.68%
7	HEFA	ISHARES CURRENCY HEDGED MSCI EAFE ETF	Unclassified	2.38%
8	IGSB	ISHARES TR	Unclassified	1.97%
9	IJR	ISHARES TR	Unclassified	1.96%
10	BUFR	FIRST TR EXCHNG TRADED FD VI	Unclassified	1.95%

86/153 names classified · sector 37.3% of weight · industry 36.9% · mkt cap 37.1%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 34 quarters

Information TechnologyAAPL, MSFT, CSCO, NVDA, IBM · other

FinancialsUNH, JPM, AXP, V, PYPL · other

IndustrialsMMM, UPS, GD, RTX, NSC · other

Health CareJNJ, MRK, PFE, MDT, BDX · other

Communication ServicesGOOG, DIS, GOOGL, VZ, T · other

Consumer DiscretionaryAMZN, HD, TJX, SBUX, LOW · other

MaterialsPG, NKE, ECL, CL, CLX · other

UtilitiesNEE, DUK, XEL, D, EXC · other

Consumer StaplesPEP, MKC, KR, CVS, GIS · other

EnergyXOM, CVX, SLB, MPC, RES · other

Real Estate

UnclassifiedSPY, IVV, IGSB, SCHZ, VCIT · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 37.3% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 37% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (84 classified)Bigelow Investment Advisors, LLC centroid (Large Core)

Information TechnologyIndustrialsCommunication ServicesFinancialsConsumer DiscretionaryHealth CareMaterialsUtilitiesEnergyConsumer Staples

Style box summary for Bigelow Investment Advisors, LLC: centroid Large Core. Heaviest cells: Large Core 14.1%, Large Growth 13.0%, Large Value 7.5%.

Classified: 36.8% of book weight (84/153 names) · unclassified 63.2%: IVV, SPY, IAU, VIG, IJH, HEFA, IGSB, IJR, BUFR, SCHO +59 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 153 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	IVVISHARES TR	25,605	$17M	6.7%	HOLD
2	SPYSTATE STR SPDR S&P 500 ETF T	18,539	$12M	4.8%	ADD 3%
3	IAUISHARES GOLD TR	131,038	$12M	4.6%	TRIM −9%
4	VIGVANGUARD SPECIALIZED FUNDS	50,504	$11M	4.3%	HOLD
5	IJHISHARES TR	104,018	$7M	2.8%	ADD 4%
6	AAPLAPPLE INC	26,337	$7M	2.7%	TRIM −2%
7	HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF	140,130	$6M	2.4%	ADD 19%
8	IGSBISHARES TR	93,852	$5M	2.0%	ADD 14%
9	IJRISHARES TR	39,480	$5M	2.0%	TRIM −4%
10	BUFRFIRST TR EXCHNG TRADED FD VI	143,986	$5M	1.9%	TRIM −12%
11	SCHOSCHWAB SHORT-TERM US TREASURY ETF	197,856	$5M	1.9%	HOLD
12	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	158,122	$5M	1.8%	HOLD
13	SCHXSCHWAB U.S. LARGE-CAP ETF	176,916	$5M	1.8%	TRIM −8%
14	MSFTMICROSOFT CORP	11,096	$4M	1.6%	HOLD
15	MBBISHARES TR	42,357	$4M	1.6%	ADD 13%
16	JNJJOHNSON & JOHNSON	16,307	$4M	1.6%	TRIM −4%
17	NVDANVIDIA CORPORATION	21,509	$4M	1.5%	HOLD
18	GOOGLALPHABET INC	12,668	$4M	1.5%	TRIM −4%
19	IEFAISHARES TR	39,367	$4M	1.4%	ADD 5%
20	EMXCISHARES INC	44,345	$3M	1.4%	ADD 12%
21	AGGISHARES TR	34,624	$3M	1.4%	ADD 6%
22	RSPINVESCO EXCHANGE TRADED FD T	17,297	$3M	1.3%	ADD 17%
23	JPMJPMORGAN CHASE & CO	10,541	$3M	1.2%	HOLD
24	GOOGALPHABET INC	10,768	$3M	1.2%	HOLD
25	RTXRTX CORPORATION	15,034	$3M	1.2%	HOLD
26	AXPAMERICAN EXPRESS CO	8,409	$3M	1.0%	HOLD
27	XOMEXXON MOBIL CORP	14,728	$2M	1.0%	HOLD
28	AMZNAMAZON COM INC	11,441	$2M	1.0%	ADD 5%
29	IGIBISHARES TR	43,675	$2M	0.9%	ADD 4%
30	VPUVANGUARD WORLD FD	11,679	$2M	0.9%	TRIM −11%
31	LMBSFIRST TR EXCHANGE-TRADED FD	45,609	$2M	0.9%	TRIM −8%
32	VYMVANGUARD WHITEHALL FDS	15,247	$2M	0.9%	ADD 3%
33	VEAVANGUARD TAX-MANAGED FDS	33,357	$2M	0.9%	HOLD
34	VCITVANGUARD SCOTTSDALE FDS	23,491	$2M	0.8%	ADD 12%
35	NEENEXTERA ENERGY INC	20,633	$2M	0.8%	HOLD
36	GVIISHARES TR	17,553	$2M	0.7%	ADD 16%
37	FLOTISHARES TR	36,588	$2M	0.7%	TRIM −6%
38	SCHBSCHWAB STRATEGIC TR	73,080	$2M	0.7%	TRIM −15%
39	SCHVSCHWAB STRATEGIC TR	60,011	$2M	0.7%	ADD 8%
40	TJXTJX COS INC NEW	10,800	$2M	0.7%	HOLD
41	PGPROCTER AND GAMBLE CO	11,476	$2M	0.7%	HOLD
42	VFHVANGUARD WORLD FD	13,209	$2M	0.6%	TRIM −13%
43	DISDISNEY WALT CO	16,227	$2M	0.6%	ADD 2%
44	GDGENERAL DYNAMICS CORP	4,475	$2M	0.6%	HOLD
45	CSCOCISCO SYS INC	18,758	$1M	0.6%	TRIM −6%
46	IEMGISHARES INC	20,814	$1M	0.6%	ADD 10%
47	VOXVANGUARD WORLD FD	7,789	$1M	0.6%	TRIM −15%
48	PEPPEPSICO INC	9,011	$1M	0.6%	HOLD
49	SUSAISHARES TR	10,241	$1M	0.5%	TRIM −13%
50	ECLECOLAB INC	4,971	$1M	0.5%	ADD 4%
51	GNMAISHARES TR	28,009	$1M	0.5%	TRIM −40%
52	NFLXNETFLIX INC	12,789	$1M	0.5%	ADD 10%
53	QLTAISHARES TR	25,253	$1M	0.5%	ADD 2%
54	ETNEATON CORP PLC	3,275	$1M	0.5%	ADD 4%
55	CATCATERPILLAR INC	1,651	$1M	0.5%	HOLD
56	VVISA INC	3,821	$1M	0.5%	HOLD
57	ANETARISTA NETWORKS INC	9,258	$1M	0.5%	ADD 3%
58	METAMETA PLATFORMS INC	1,982	$1M	0.5%	ADD 7%
59	SCHPSCHWAB STRATEGIC TR	40,955	$1M	0.4%	ADD 6%
60	BACBANK AMERICA CORP	21,443	$1M	0.4%	ADD 3%
61	DHRDANAHER CORP DEL	5,374	$1M	0.4%	HOLD
62	TMOTHERMO FISHER SCIENTIFIC INC	2,065	$1M	0.4%	HOLD
63	HDHOME DEPOT INC	3,085	$1M	0.4%	HOLD
64	VHTVANGUARD WORLD FD	3,715	$1M	0.4%	TRIM −9%
65	ORCLORACLE CORP	6,712	$987,402	0.4%	TRIM −11%
66	DUKDUKE ENERGY CORP NEW	7,532	$986,240	0.4%	ADD 2%
67	MDTMEDTRONIC PLC	11,125	$963,981	0.4%	HOLD
68	LOWLOWES COS INC	4,042	$955,000	0.4%	HOLD
69	DEDEERE & CO	1,628	$917,052	0.4%	ADD 3%
70	ESGUISHARES TR	6,277	$887,693	0.4%	TRIM −5%
71	IEIISHARES TR	7,464	$885,230	0.4%	ADD 13%
72	SBUXSTARBUCKS CORP	9,596	$859,706	0.3%	ADD 2%
73	VWOVANGUARD INTL EQUITY INDEX F	15,520	$838,856	0.3%	TRIM −7%
74	TXNTEXAS INSTRS INC	4,320	$838,685	0.3%	TRIM −4%
75	MAMASTERCARD INCORPORATED	1,678	$838,429	0.3%	ADD 4%
76	VZVERIZON COMMUNICATIONS INC	16,628	$834,726	0.3%	ADD 8%
77	BRK.BBERKSHIRE HATHAWAY INC DEL	1,733	$830,454	0.3%	TRIM −8%
78	COSTCOSTCO WHSL CORP NEW	824	$821,058	0.3%	HOLD
79	WMTWALMART INC	6,496	$807,323	0.3%	ADD 12%
80	AMDADVANCED MICRO DEVICES INC	3,963	$806,193	0.3%	HOLD
81	AMATAPPLIED MATLS INC	2,350	$803,207	0.3%	TRIM −17%
82	CLCOLGATE PALMOLIVE CO	9,297	$792,383	0.3%	HOLD
83	SCHMSCHWAB STRATEGIC TR	25,536	$790,595	0.3%	TRIM −8%
84	CMECME GROUP INC	2,603	$768,796	0.3%	HOLD
85	IDXXIDEXX LABS INC	1,368	$768,666	0.3%	ADD 2%
86	MRKMERCK & CO INC	6,203	$746,159	0.3%	TRIM −8%
87	TIPISHARES TR	6,487	$715,905	0.3%	HOLD
88	FDXFEDEX CORP	1,997	$711,291	0.3%	TRIM −12%
89	GILDGILEAD SCIENCES INC	4,996	$696,293	0.3%	HOLD
90	VDCVANGUARD WORLD FD	3,028	$680,059	0.3%	TRIM −16%
91	HONHONEYWELL INTL INC	2,934	$663,172	0.3%	ADD 5%
92	CSXCSX CORP	16,026	$657,867	0.3%	HOLD
93	IYFISHARES TR	5,452	$641,482	0.3%	TRIM −5%
94	IWMISHARES TR	2,485	$616,191	0.2%	TRIM −3%
95	CWBSPDR SER TR	6,676	$610,988	0.2%	ADD 66%
96	VRTVERTIV HOLDINGS CO	2,419	$606,153	0.2%	ADD 13%
97	LLYELI LILLY & CO	645	$593,252	0.2%	ADD 7%
98	GLDSPDR GOLD TR	1,366	$587,776	0.2%	TRIM −11%
99	NKENIKE INC	11,076	$585,034	0.2%	ADD 4%
100	TTTRANE TECHNOLOGIES PLC	1,350	$562,599	0.2%	ADD 7%
101	DSIISHARES TR	4,626	$560,670	0.2%	TRIM −10%
102	UNHUNITEDHEALTH GROUP INC	2,065	$558,768	0.2%	TRIM −10%
103	UPSUNITED PARCEL SERVICE INC	5,485	$539,614	0.2%	TRIM −6%
104	GSGOLDMAN SACHS GROUP INC	636	$538,050	0.2%	ADD 11%
105	NSCNORFOLK SOUTHN CORP	1,798	$516,026	0.2%	HOLD
106	SCHHSCHWAB STRATEGIC TR	23,674	$508,754	0.2%	TRIM −6%
107	SYYSYSCO CORP	7,114	$507,442	0.2%	ADD 4%
108	ESGDISHARES TR	5,212	$498,345	0.2%	HOLD
109	BKNGBOOKING HOLDINGS INC	118	$496,818	0.2%	ADD 5%
110	IBBISHARES TR	2,931	$494,899	0.2%	TRIM −18%
111	SCHASCHWAB STRATEGIC TR	16,301	$474,033	0.2%	TRIM −10%
112	BDXBECTON DICKINSON & CO	2,798	$439,930	0.2%	HOLD
113	MUBISHARES TR	4,094	$434,578	0.2%	ADD 3%
114	IAGGISHARES TR	8,385	$419,585	0.2%	TRIM −7%
115	BXBLACKSTONE INC	3,628	$417,184	0.2%	HOLD
116	SCHZSCHWAB STRATEGIC TR	17,797	$413,246	0.2%	TRIM −18%
117	VGTVANGUARD WORLD FD	580	$404,678	0.2%	TRIM −19%
118	VOOVANGUARD INDEX FDS	649	$387,810	0.2%	HOLD
119	ADIANALOG DEVICES INC	1,154	$367,134	0.1%	TRIM −6%
120	TSMTAIWAN SEMICONDUCTOR MFG LTD	1,071	$361,944	0.1%	ADD 6%
121	MMM3M CO	2,393	$347,535	0.1%	HOLD
122	TFLOISHARES TR	6,705	$339,474	0.1%	TRIM −27%
123	SCHFSCHWAB STRATEGIC TR	13,617	$337,032	0.1%	TRIM −11%
124	MCDMCDONALDS CORP	1,082	$336,275	0.1%	HOLD
125	EFAISHARES TR	3,369	$327,231	0.1%	HOLD
126	SUSLISHARES TR	2,810	$319,223	0.1%	NEW
127	CRMSALESFORCE INC	1,694	$316,219	0.1%	TRIM −12%
128	MRVLMARVELL TECHNOLOGY INC	3,190	$315,970	0.1%	ADD 20%
129	PANWPALO ALTO NETWORKS INC	1,946	$311,983	0.1%	HOLD
130	UBERUBER TECHNOLOGIES INC	4,282	$308,004	0.1%	ADD 8%
131	KEXKIRBY CORP	2,205	$293,000	0.1%	TRIM −3%
132	PYPLPAYPAL HLDGS INC	6,279	$283,999	0.1%	TRIM −16%
133	ESGEISHARES INC	5,975	$271,683	0.1%	HOLD
134	EAELECTRONIC ARTS INC	1,325	$270,128	0.1%	TRIM −4%
135	INTUINTUIT	623	$269,373	0.1%	TRIM −3%
136	UNPUNION PAC CORP	1,074	$260,574	0.1%	ADD 14%
137	PFEPFIZER INC	9,176	$257,662	0.1%	TRIM −4%
138	SOXXISHARES TR	781	$256,683	0.1%	NEW
139	ICVTISHARES TR CONV BD ETF	2,472	$251,625	0.1%	TRIM −8%
140	VCSHVANGUARD SCOTTSDALE FDS	3,158	$250,335	0.1%	TRIM −5%
141	PWRQUANTA SVCS INC	455	$249,804	0.1%	NEW
142	ITWILLINOIS TOOL WKS INC	946	$246,234	0.1%	HOLD
143	IWBISHARES TR	670	$238,895	0.1%	HOLD
144	PEVERPURE INC	3,914	$231,083	0.1%	NEW
145	MUMICRON TECHNOLOGY INC	676	$228,380	0.1%	NEW
146	ADSKAUTODESK INC	901	$215,699	0.1%	TRIM −9%
147	SUSBISHARES TR	8,559	$214,532	0.1%	ADD 3%
148	IEFISHARES TR	2,230	$212,839	0.1%	TRIM −4%
149	CBCHUBB LIMITED	650	$211,855	0.1%	HOLD
150	MKCMCCORMICK & CO INC	4,149	$209,276	0.1%	TRIM −10%
151	COFCAPITAL ONE FINL CORP	1,142	$208,335	0.1%	NEW
152	SUBISHARES TR	1,931	$205,652	0.1%	NEW
153	CMCSACOMCAST CORP NEW	7,105	$203,985	0.1%	NEW

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

IVVISHARES TR

24K

26K

$17M

SPYSTATE STR SPDR S&P 500 ETF T

22K

21K

20K

19K

18K

19K

$12M

IAUISHARES GOLD TR

122K

133K

134K

142K

143K

131K

$12M

VIGVANGUARD SPECIALIZED FUNDS

52K

51K

$11M

IJHISHARES TR

100K

102K

101K

97K

100K

104K

$7M

AAPLAPPLE INC

28K

29K

32K

27K

26K

$7M

HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF

68K

82K

102K

117K

140K

$6M

IGSBISHARES TR

48K

56K

60K

67K

82K

94K

$5M

IJRISHARES TR

52K

54K

57K

44K

41K

39K

$5M

BUFRFIRST TR EXCHNG TRADED FD VI

—

156K

164K

144K

$5M

SCHOSCHWAB SHORT-TERM US TREASURY ETF

86K

125K

181K

171K

202K

198K

$5M

SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF

159K

155K

156K

159K

161K

158K

$5M

SCHXSCHWAB U.S. LARGE-CAP ETF

226K

216K

215K

209K

192K

177K

$5M

MSFTMICROSOFT CORP

11K

$4M

MBBISHARES TR

21K

29K

33K

37K

42K

$4M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Bigelow Investment Advisors, LLC