Bigelow Investment Advisors, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 146Value: $210.5MLatest: 2025Q1

Bigelow Investment Advisors, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 146 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 8

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464287200

IVV|464287200

Shares:23.7K

Value:$13.3M

% of Portfolio:6.3% ($13.3M/$210.5M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:21.3K

Value:$11.9M

% of Portfolio:5.7% ($11.9M/$210.5M)

921908844

VIG|921908844

Shares:51.2K

Value:$9.9M

% of Portfolio:4.7% ($9.9M/$210.5M)

464285204

Shares:133.2K

Value:$7.9M

% of Portfolio:3.7% ($7.9M/$210.5M)

Apple Inc.

AAPL|037833100

Shares:28.6K

Value:$6.4M

% of Portfolio:3.0% ($6.4M/$210.5M)

464287507

IJH|464287507

Shares:102.0K

Value:$6.0M

% of Portfolio:2.8% ($6.0M/$210.5M)

464287804

IJR|464287804

Shares:54.1K

Value:$5.7M

% of Portfolio:2.7% ($5.7M/$210.5M)

808524201

SCHX|808524201

Shares:216.4K

Value:$4.8M

% of Portfolio:2.3% ($4.8M/$210.5M)

MICROSOFT CORP

MSFT|594918104

Shares:11.4K

Value:$4.3M

% of Portfolio:2.0% ($4.3M/$210.5M)

808524300

SCHG|808524300

Shares:155.1K

Value:$3.9M

% of Portfolio:1.8% ($3.9M/$210.5M)

46429B333

Shares:71.5K

Value:$3.1M

% of Portfolio:1.5% ($3.1M/$210.5M)

808524862

Shares:125.0K

Value:$3.0M

% of Portfolio:1.4% ($3.0M/$210.5M)

464288646

Shares:55.7K

Value:$2.9M

% of Portfolio:1.4% ($2.9M/$210.5M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:17.3K

Value:$2.9M

% of Portfolio:1.4% ($2.9M/$210.5M)

46432F842

IEFA|46432F842

Shares:36.7K

Value:$2.8M

% of Portfolio:1.3% ($2.8M/$210.5M)

464287226

Shares:27.2K

Value:$2.7M

% of Portfolio:1.3% ($2.7M/$210.5M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:10.7K

Value:$2.6M

% of Portfolio:1.2% ($2.6M/$210.5M)

NVIDIA CORP

NVDA|67066G104

Shares:23.6K

Value:$2.6M

% of Portfolio:1.2% ($2.6M/$210.5M)

46434V803

HEFA|46434V803

Shares:68.0K

Value:$2.5M

% of Portfolio:1.2% ($2.5M/$210.5M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:9.0K

Value:$2.4M

% of Portfolio:1.2% ($2.4M/$210.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	23.7K	QoQ -0.86% (-207) YoY +1.50% (+352)	All Managers (Combined)	$13.3M	6.3% ($13.3M/$210.5M)	QoQ -5.37% (-$757.5K) YoY +8.48% (+$1.0M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	21.3K	QoQ -3.68% (-814) YoY -16.16% (-4.1K)	All Managers (Combined)	$11.9M	5.7% ($11.9M/$210.5M)	QoQ -8.06% (-$1.0M) YoY -10.34% (-$1.4M)
(VIGcusip921908844)	51.2K	QoQ -2.06% (-1.1K) YoY -1.02% (-529)	All Managers (Combined)	$9.9M	4.7% ($9.9M/$210.5M)	QoQ -2.98% (-$305.1K) YoY +5.14% (-$485.8K)
(cusip464285204)✕	133.2K	QoQ +9.52% (+11.6K) YoY +43.65% (+40.5K)	All Managers (Combined)	$7.9M	3.7% ($7.9M/$210.5M)	QoQ +30.42% (+$1.8M) YoY +101.61% (+$4.0M)
Apple Inc.(AAPLcusip037833100)	28.6K	QoQ +0.96% (-273) YoY -0.01% (-5)	All Managers (Combined)	$6.4M	3.0% ($6.4M/$210.5M)	QoQ -10.44% (-$740.8K) YoY +29.51% (-$1.4M)
(IJHcusip464287507)	102.0K	QoQ +1.92% (-1.9K) YoY +8.08% (+7.6K)	All Managers (Combined)	$6.0M	2.8% ($6.0M/$210.5M)	QoQ -4.54% (-$283.6K) YoY +3.82% (+$219.5K)
(IJRcusip464287804)	54.1K	QoQ +4.53% (-2.4K) YoY +18.39% (+8.4K)	All Managers (Combined)	$5.7M	2.7% ($5.7M/$210.5M)	QoQ -5.12% (-$305.6K) YoY +12.02% (+$607.5K)
(SCHXcusip808524201)	216.4K	QoQ -4.21% (-9.5K) YoY +133.42% (-123.7K)	All Managers (Combined)	$4.8M	2.3% ($4.8M/$210.5M)	QoQ -8.75% (-$458.6K) YoY -16.94% (-$975.1K)
MICROSOFT CORP(MSFTcusip594918104)	11.4K	QoQ +0.14% (-17) YoY -2.36% (-275)	All Managers (Combined)	$4.3M	2.0% ($4.3M/$210.5M)	QoQ -10.80% (-$517.4K) YoY -12.88% (-$631.4K)
(SCHGcusip808524300)	155.1K	QoQ -2.58% (-4.1K) YoY +351.41% (+120.7K)	All Managers (Combined)	$3.9M	1.8% ($3.9M/$210.5M)	QoQ -12.47% (-$553.7K) YoY +21.91% (+$697.9K)
(cusip46429B333)✕	71.5K	QoQ -16.55% (-14.2K) YoY +1.82% (+1.3K)	All Managers (Combined)	$3.1M	1.5% ($3.1M/$210.5M)	QoQ -14.66% (-$539.4K) YoY +3.01% (+$92.0K)
(cusip808524862)✕	125.0K	QoQ +45.79% (+39.3K) YoY +199.53% (+83.3K)	All Managers (Combined)	$3.0M	1.4% ($3.0M/$210.5M)	QoQ +47.49% (+$979.5K) YoY +51.22% (+$1.0M)
(cusip464288646)✕	55.7K	QoQ +17.12% (+8.1K) YoY +15.79% (+7.6K)	All Managers (Combined)	$2.9M	1.4% ($2.9M/$210.5M)	QoQ +18.64% (+$458.5K) YoY +18.26% (+$450.6K)
JOHNSON & JOHNSON(JNJcusip478160104)	17.3K	QoQ -4.76% (-867) YoY -6.08% (-1.1K)	All Managers (Combined)	$2.9M	1.4% ($2.9M/$210.5M)	QoQ +9.20% (-$242.3K) YoY -1.54% (-$45.1K)
(IEFAcusip46432F842)	36.7K	QoQ -1.38% (-514) YoY -18.20% (-8.2K)	All Managers (Combined)	$2.8M	1.3% ($2.8M/$210.5M)	QoQ +6.15% (-$160.9K) YoY -16.62% (-$553.5K)
(cusip464287226)✕	27.2K	QoQ +13.55% (+3.2K) YoY +32.88% (+6.7K)	All Managers (Combined)	$2.7M	1.3% ($2.7M/$210.5M)	QoQ +15.92% (+$368.9K) YoY +34.21% (+$684.7K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	10.7K	QoQ -1.61% (-175) YoY -6.75% (-773)	All Managers (Combined)	$2.6M	1.2% ($2.6M/$210.5M)	QoQ +0.67% (-$17.7K) YoY +14.18% (-$325.0K)
NVIDIA CORP(NVDAcusip67066G104)	23.6K	QoQ +0.54% (-129) YoY +697.76% (-20.6K)	All Managers (Combined)	$2.6M	1.2% ($2.6M/$210.5M)	QoQ -18.85% (-$594.3K) YoY -4.30% (-$115.2K)
(HEFAcusip46434V803)	68.0K	QoQ +0.14% (+101) YoY +88.59% (+32.0K)	All Managers (Combined)	$2.5M	1.2% ($2.5M/$210.5M)	QoQ +4.58% (+$108.3K) YoY +96.21% (+$1.2M)
AMERICAN EXPRESS CO(AXPcusip025816109)	9.0K	QoQ -2.38% (-220) YoY -10.17% (-1.0K)	All Managers (Combined)	$2.4M	1.2% ($2.4M/$210.5M)	QoQ -11.50% (-$315.2K) YoY +6.13% (-$140.2K)