Bigelow-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "MMM",
  "ABT",
  "ADBE",
  "GOOGL",
  "AXP",
  "SCHH",
  "CAT",
  "LOW",
  "DUK",
  "GD",
  "GILD",
  "HON",
  "HD",
  "MCD",
  "INTU",
  null,
  "EMXC",
  "ITW",
  "AMAT",
  "BKNG",
  null,
  "MUB",
  "META",
  null,
  null,
  "HEFA",
  null,
  null,
  "IJH",
  null,
  "MA",
  "MDT",
  "MSFT",
  null,
  "BX",
  "IJR",
  "ORCL",
  "VHT",
  null,
  "PANW",
  "PYPL",
  "PEP",
  "IEMG",
  null,
  "IVV",
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  null,
  "ECL",
  "NVDA",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  null,
  "MKC",
  "AMGN",
  "IEFA",
  "SCHX",
  null,
  "RTX",
  "GLD",
  "IBM",
  "SBUX",
  "TXN",
  "TMO",
  "TJX",
  "UPS",
  null,
  "VWO",
  "VCIT",
  "VIG",
  "VYM",
  "EA",
  "TT",
  "ADSK",
  "AMD",
  "FI",
  "IDXX",
  "NVO",
  "AMZN",
  "SCHB",
  null,
  "ESGD",
  null,
  null,
  null,
  null,
  "VGT",
  null,
  "VFH",
  "VEA",
  null,
  "VOO",
  null,
  "V",
  "WMT",
  null,
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "NSC",
  "ROL",
  "CRM",
  "SYY",
  null,
  null,
  null,
  "ESGU",
  null,
  "FDX",
  "BAC",
  "BRK-B",
  "BDX",
  "CB",
  "CSCO",
  "CLX",
  "CME",
  "CMCSA",
  "CL",
  "COST",
  "CSX",
  "DHR",
  "DE",
  "RSP",
  "EFA",
  "ADI",
  "IWB",
  "NEE",
  "NKE",
  "IWM",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "NFLX",
  null,
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 146
Total Value: 210490429
Accession Number: 0001667731-25-000457
Form Type: 13F-HR
CIK: bigelow-investment-advisors
Manager Name: Bigelow-Investment-Advisors

Data Enrichment

77% identified

113 identified33 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

146 positions • $210.5M total value

146 positions • $210.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Walt Disney Co

Shares:15.1K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$210.5M)

CISCO SYSTEMS, INC.

Shares:23.4K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$210.5M)

464288802

Shares:12.5K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$210.5M)

92204A504

Shares:5.4K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$210.5M)

92204A405

Shares:11.8K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$210.5M)

TJX COMPANIES INC /DE/

Shares:11.6K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$210.5M)

92206C870

Shares:17.1K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$210.5M)

ROLLINS INC

Shares:25.8K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$210.5M)

VISA INC.

Shares:3.8K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$210.5M)

GENERAL DYNAMICS CORP

Shares:4.5K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$210.5M)

ECOLAB INC.

Shares:4.6K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$210.5M)

DANAHER CORP /DE/

Shares:5.6K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$210.5M)

92204A884

Shares:7.6K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$210.5M)

HOME DEPOT, INC.

Shares:3.0K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$210.5M)

Medtronic plc

Shares:12.4K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$210.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.1K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$210.5M)

ORACLE CORP

Shares:7.8K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$210.5M)

464287556

Shares:8.3K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$210.5M)

TEXAS INSTRUMENTS INC

Shares:5.9K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$210.5M)

THERMO FISHER SCIENTIFIC INC.

Shares:2.1K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$210.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Walt Disney Co(DIScusip254687106)	15.1K	QoQ +3.35% (-491) YoY +1.86% (-278)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$210.5M)	QoQ -8.39% (-$136.9K) YoY -17.82% (-$324.4K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	23.4K	QoQ -15.68% (-4.4K) YoY -18.73% (-5.4K)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$210.5M)	QoQ -12.11% (-$199.4K) YoY +0.47% (-$6.8K)
(cusip464288802)✕	12.5K	QoQ -4.81% (-634) YoY -16.50% (-2.5K)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$210.5M)	QoQ -10.07% (-$161.3K) YoY -12.14% (-$199.0K)
(VHTcusip92204A504)	5.4K	QoQ -6.60% (-382) YoY +7.65% (+384)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$210.5M)	QoQ -2.53% (-$37.3K) YoY +5.34% (+$72.6K)
(VFHcusip92204A405)	11.8K	QoQ +28.23% (+2.6K) YoY +197.40% (+7.8K)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$210.5M)	QoQ +29.76% (+$324.0K) YoY +247.02% (+$1.0M)
TJX COMPANIES INC /DE/(TJXcusip872540109)	11.6K	QoQ -3.92% (-472) YoY -10.66% (-1.4K)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$210.5M)	QoQ -3.13% (-$45.6K) YoY +7.29% (-$95.6K)
(VCITcusip92206C870)	17.1K	QoQ -9.04% (-1.7K) YoY -15.08% (-3.0K)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$210.5M)	QoQ -7.35% (-$111.3K) YoY -13.76% (-$223.9K)
ROLLINS INC(ROLcusip775711104)	25.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$210.5M)	QoQ +16.56% (+$198.1K) YoY +16.77% (+$200.2K)
VISA INC.(Vcusip92826C839)	3.8K	QoQ -2.50% (-98) YoY -5.19% (-209)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$210.5M)	QoQ +8.11% (-$100.2K) YoY +19.04% (-$213.8K)
GENERAL DYNAMICS CORP(GDcusip369550108)	4.5K	QoQ 0.00% (+0) YoY -4.06% (-190)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$210.5M)	QoQ +3.44% (+$40.8K) YoY -7.43% (-$98.1K)
ECOLAB INC.(ECLcusip278865100)	4.6K	QoQ -0.78% (-36) YoY -4.09% (-195)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$210.5M)	QoQ +7.34% (-$79.2K) YoY +5.29% (-$58.2K)
DANAHER CORP /DE/(DHRcusip235851102)	5.6K	QoQ -2.73% (-157) YoY -4.31% (-252)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$210.5M)	QoQ -13.13% (-$173.2K) YoY -21.45% (-$312.8K)
(cusip92204A884)✕	7.6K	QoQ +12.94% (+870) YoY +159.11% (+4.7K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$210.5M)	QoQ +8.15% (+$84.9K) YoY +193.01% (+$742.1K)
HOME DEPOT, INC.(HDcusip437076102)	3.0K	QoQ -5.70% (-184) YoY -16.11% (-584)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$210.5M)	QoQ -11.16% (-$140.0K) YoY -19.86% (-$276.0K)
Medtronic plc(MDTcusipG5960L103)	12.4K	QoQ -11.31% (-1.6K) YoY -27.53% (-4.7K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$210.5M)	QoQ -0.23% (-$2.7K) YoY -25.28% (-$376.6K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.1K	QoQ +6.60% (+128) YoY +1.12% (+23)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$210.5M)	QoQ +25.25% (+$221.9K) YoY +28.07% (+$241.3K)
ORACLE CORP(ORCLcusip68389X105)	7.8K	QoQ -2.71% (-218) YoY -9.08% (-780)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$210.5M)	QoQ -18.37% (-$245.8K) YoY +1.19% (-$12.9K)
(cusip464287556)✕	8.3K	QoQ -0.23% (-20) YoY +42.92% (+2.5K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$210.5M)	QoQ -3.49% (-$38.5K) YoY +33.22% (+$265.6K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	5.9K	QoQ -9.59% (-623) YoY -19.89% (-1.5K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$210.5M)	QoQ -13.35% (-$162.7K) YoY -17.36% (-$221.8K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	2.1K	QoQ +1.02% (-21) YoY -9.39% (-214)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$210.5M)	QoQ -3.36% (-$35.8K) YoY -22.43% (-$296.9K)