2026 Q1 Portfolio Activity
In 2026 Q1, Bigelow Investment Advisors, LLC maintained a portfolio of 157 distinct positions. The most significant new addition was ISHARES TR, now representing 0.13% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 19.5%. Conversely, Bigelow Investment Advisors, LLC completely exited their position in ROLLINS INC.
Position History
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Total Positions
157
Quarter
2026 Q1
Top Holding
IVV (6.7%)
Top 10 Concentration
34.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 157
Bigelow Investment Advisors, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
ISHARES TR
|
ETF | 6.70% | 6.88% |
#1
Prev: #1
|
5.2 |
—
|
-92 | -0.4% |
P
S
|
25,605 | $16,725,596 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 4.83% | 4.81% |
#2
Prev: #2
|
3.9 |
—
|
472 | 2.6% |
P
S
|
18,539 | $12,056,342 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 4.62% | 4.55% |
#3
Prev: #3
|
3.3 |
—
|
-12,332 | -8.6% |
P
S
|
131,038 | $11,552,310 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 4.35% | 4.38% |
#4
Prev: #4
|
2.7 |
—
|
-530 | -1.0% |
P
S
|
50,504 | $10,861,390 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
IJH
ISHARES TR
|
ETF | 2.81% | 2.59% |
#5
1
Prev: #6
|
2.1 |
—
|
3,553 | 3.5% |
P
S
|
104,018 | $7,024,336 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
AAPL
APPLE INC
|
Technology | 2.68% | 2.86% |
#6
1
Prev: #5
|
1.6 |
—
|
-564 | -2.1% |
P
S
|
26,337 | $6,684,067 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
HEFA
ISHARES TR
|
ETF | 2.38% | 1.89% |
#7
6
Prev: #13
|
3.0 |
—
|
22,845 | 19.5% |
P
S
|
140,130 | $5,954,814 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
IGSB
ISHARES TR
|
ETF | 1.97% | 1.70% |
#8
6
Prev: #14
|
2.8 |
—
|
11,696 | 14.2% |
P
S
|
93,852 | $4,932,877 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
IJR
ISHARES TR
|
ETF | 1.96% | 1.92% |
#9
2
Prev: #11
|
1.3 |
—
|
-1,526 | -3.7% |
P
S
|
39,480 | $4,907,759 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
BUFR
FIRST TR EXCHNG...
|
ETF | 1.95% | 2.19% |
#10
3
Prev: #7
|
1.3 |
—
|
-19,981 | -12.2% |
P
S
|
143,986 | $4,862,407 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
SCHO
SCHWAB STRATEGI...
|
ETF | 1.92% | 1.92% |
#11
1
Prev: #12
|
1.3 |
—
|
-3,746 | -1.9% |
P
S
|
197,856 | $4,801,954 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 1.84% | 2.05% |
#12
3
Prev: #9
|
1.2 |
—
|
-2,530 | -1.6% |
P
S
|
158,122 | $4,606,094 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 1.82% | 2.02% |
#13
3
Prev: #10
|
1.2 |
—
|
-15,395 | -8.0% |
P
S
|
176,916 | $4,536,126 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.64% | 2.09% |
#14
6
Prev: #8
|
1.2 |
—
|
8 | 0.1% |
P
S
|
11,096 | $4,107,406 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
MBB
ISHARES TR
|
ETF | 1.61% | 1.39% |
#15
2
Prev: #17
|
2.6 |
—
|
4,957 | 13.3% |
P
S
|
42,357 | $4,021,797 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.60% | 1.37% |
#16
2
Prev: #18
|
1.1 |
—
|
-634 | -3.7% |
P
S
|
16,307 | $3,986,083 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.50% | 1.56% |
#17
1
Prev: #16
|
1.1 |
—
|
55 | 0.3% |
P
S
|
21,509 | $3,751,137 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.46% | 1.61% |
#18
3
Prev: #15
|
1.1 |
—
|
-465 | -3.5% |
P
S
|
12,668 | $3,642,801 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
IEFA
ISHARES TR
|
ETF | 1.43% | 1.30% |
#19
2
Prev: #21
|
2.6 |
—
|
2,027 | 5.4% |
P
S
|
39,367 | $3,563,895 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
EMXC
ISHARES INC
|
ETF | 1.40% | 1.13% |
#20
4
Prev: #24
|
2.6 |
—
|
4,640 | 11.7% |
P
S
|
44,345 | $3,488,178 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
AGG
ISHARES TR
|
ETF | 1.38% | 1.27% |
#21
1
Prev: #22
|
2.6 |
—
|
2,058 | 6.3% |
P
S
|
34,624 | $3,437,124 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 1.33% | 1.11% |
#22
3
Prev: #25
|
2.5 |
—
|
2,468 | 16.6% |
P
S
|
17,297 | $3,319,640 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.24% | 1.34% |
#23
3
Prev: #20
|
1.0 |
—
|
-93 | -0.9% |
P
S
|
10,541 | $3,100,741 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.24% | 1.34% |
#24
5
Prev: #19
|
1.0 |
—
|
-166 | -1.5% |
P
S
|
10,768 | $3,088,908 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
RTX
RTX CORPORATION
|
Industrials | 1.16% | 1.09% |
#25
1
Prev: #26
|
1.0 |
—
|
-200 | -1.3% |
P
S
|
15,034 | $2,900,059 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 1.02% | 1.23% |
#26
3
Prev: #23
|
0.9 |
—
|
-84 | -1.0% |
P
S
|
8,409 | $2,543,554 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.00% | 0.69% |
#27
12
Prev: #39
|
0.9 |
—
|
3 | 0.0% |
P
S
|
14,728 | $2,498,752 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.95% | 0.98% |
#28
1
Prev: #27
|
2.4 |
—
|
591 | 5.4% |
P
S
|
11,441 | $2,382,817 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
IGIB
ISHARES TR
|
ETF | 0.93% | 0.88% |
#29
2
Prev: #31
|
0.9 |
—
|
1,693 | 4.0% |
P
S
|
43,675 | $2,324,384 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VPU
VANGUARD WORLD ...
|
ETF | 0.93% | 0.95% |
#30
1
Prev: #29
|
0.9 |
—
|
-1,509 | -11.4% |
P
S
|
11,679 | $2,314,077 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
LMBS
FIRST TR EXCHAN...
|
ETF | 0.91% | 0.96% |
#31
3
Prev: #28
|
0.9 |
—
|
-3,761 | -7.6% |
P
S
|
45,609 | $2,271,784 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.90% | 0.83% |
#32
Prev: #32
|
0.9 |
—
|
490 | 3.3% |
P
S
|
15,247 | $2,258,081 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.86% | 0.81% |
#33
Prev: #33
|
0.8 |
—
|
146 | 0.4% |
P
S
|
33,357 | $2,137,517 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 0.78% | 0.69% |
#34
6
Prev: #40
|
2.3 |
—
|
2,502 | 11.9% |
P
S
|
23,491 | $1,943,880 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.77% | 0.65% |
#35
7
Prev: #42
|
0.8 |
—
|
-13 | -0.1% |
P
S
|
20,633 | $1,916,393 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
GVI
ISHARES TR
|
Bond/Debt | 0.75% | 0.64% |
#36
10
Prev: #46
|
2.3 |
—
|
2,386 | 15.7% |
P
S
|
17,553 | $1,872,554 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
FLOT
ISHARES TR
|
Bond/Debt | 0.75% | 0.77% |
#37
1
Prev: #36
|
0.8 |
—
|
-2,185 | -5.6% |
P
S
|
36,588 | $1,864,159 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 0.73% | 0.89% |
#38
8
Prev: #30
|
0.8 |
—
|
-13,362 | -15.5% |
P
S
|
73,080 | $1,834,308 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
SCHV
SCHWAB STRATEGI...
|
ETF | 0.73% | 0.64% |
#39
5
Prev: #44
|
2.3 |
—
|
4,464 | 8.0% |
P
S
|
60,011 | $1,830,336 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 0.69% | 0.66% |
#40
1
Prev: #41
|
0.8 |
—
|
-206 | -1.9% |
P
S
|
10,800 | $1,724,760 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.66% | 0.65% |
#41
2
Prev: #43
|
0.8 |
—
|
-62 | -0.5% |
P
S
|
11,476 | $1,657,593 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VFH
VANGUARD WORLD ...
|
ETF | 0.64% | 0.79% |
#42
7
Prev: #35
|
0.8 |
—
|
-1,983 | -13.1% |
P
S
|
13,209 | $1,595,779 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
DIS
DISNEY WALT CO
|
Communication Services | 0.63% | 0.70% |
#43
6
Prev: #37
|
0.8 |
—
|
382 | 2.4% |
P
S
|
16,227 | $1,563,978 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
GD
GENERAL DYNAMIC...
|
Industrials | 0.61% | 0.59% |
#44
5
Prev: #49
|
1.2 |
—
|
no change | no change |
P
S
|
4,475 | $1,535,910 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.58% | 0.60% |
#45
3
Prev: #48
|
0.7 |
—
|
-1,260 | -6.3% |
P
S
|
18,758 | $1,455,414 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
IEMG
ISHARES INC
|
ETF | 0.58% | 0.50% |
#46
7
Prev: #53
|
2.2 |
—
|
1,858 | 9.8% |
P
S
|
20,814 | $1,451,777 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VOX
VANGUARD WORLD ...
|
ETF | 0.56% | 0.70% |
#47
9
Prev: #38
|
0.7 |
—
|
-1,403 | -15.3% |
P
S
|
7,789 | $1,400,774 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 0.56% | 0.51% |
#48
4
Prev: #52
|
0.7 |
—
|
-63 | -0.7% |
P
S
|
9,011 | $1,399,318 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
SUSA
ISHARES TR
|
ETF | 0.54% | 0.64% |
#49
4
Prev: #45
|
0.7 |
—
|
-1,478 | -12.6% |
P
S
|
10,241 | $1,352,811 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
ECL
ECOLAB INC
|
Basic Materials | 0.53% | 0.49% |
#50
4
Prev: #54
|
0.7 |
—
|
203 | 4.3% |
P
S
|
4,971 | $1,322,385 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 |
Showing 1-50 of 157 holdings