Bigelow Investment Advisors, LLC

Registered adviser

CIK

1729516

Location

Portland, ME

Portfolio Value

Small $269,306,905

Diversification

Diversified

Filing Date

Global Rank

#5,475 / 8,816 ▼ 42 · as of Jun 2026

Top Industry

Semiconductors 11.5%

Period ended 25 days ago

Filed Oct 13, 2026 · 12d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 143733

Roster of Oct 1, 2026

Regulatory AUM

$555,188,616

Main clients

Individuals and high net worth (74% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Oct 2026	$555,188,616	Individuals and high net worth (74%)
Feb 2025 to Feb 2026	$476,220,823	Individuals and high net worth (79%)
Jul 2024 to Jan 2025	$467,432,851	Individuals and high net worth (78%)
Jul 2023 to Jun 2024	$403,705,773	Individuals and high net worth (77%)
May 2023 to Jun 2023	$383,895,357	Individuals and high net worth (77%)
Jul 2022 to Apr 2023	$383,895,357	Individuals and high net worth (77%)

4 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

11.6 effective positions (12 or fewer)

Turnover

Low turnover

12.5% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 20.4 quarters (12+), a floor since 59.0% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 65.8%; sector active share 49.0% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

154 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

26.6%

+0.7 pts

Top 5

48.6%

+1.2 pts

Top 10

61.5%

+2.2 pts

HHI

908

Diversified+45

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	59.5%	$160,193,777	68
Technology	13.3%	$35,734,843	20
Industrials	5.2%	$13,935,651	17
Communication Services	4.9%	$13,295,173	7
Financial Services	4.8%	$12,897,195	12
Healthcare	4.7%	$12,544,821	12
Consumer Cyclical	3.1%	$8,219,261	8
Consumer Defensive	2.2%	$5,944,142	6
Utilities	0.9%	$2,553,364	2
Energy	0.9%	$2,521,323	1
Basic Materials	0.5%	$1,467,355	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
HEFA	iShares Currency Hedged MSCI EAFE ETF	+23,052	194,008	$9,000,031
SCHO	Schwab Short-Term U.S. Treasury ETF	+11,123	217,685	$5,193,964
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	+4,940	51,942	$2,615,279
EMXC	iShares MSCI Emerging Markets ex China ETF	+4,228	50,578	$5,011,268
IJH	iShares Core S&P Mid-Cap ETF	+3,974	106,909	$7,692,102
ICVT	iShares Convertible Bond ETF	+2,911	5,605	$633,000
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	+2,883	100,313	$5,139,034
SUSB	iShares ESG Aware 1-5 Year USD Corporate Bond ETF	+2,554	11,113	$271,490
VZ	Verizon Communications Inc	+2,480	19,896	$912,629
AGG	iShares Core U.S. Aggregate Bond ETF	+2,226	34,231	$3,236,198
LMBS	First Trust Low Duration Opportunities ETF	+2,204	45,462	$2,203,088
MBB	iShares MBS ETF	+1,832	44,044	$3,947,223
—		+1,640	20,672	$0
NFLX	Netflix Inc	+1,151	14,583	$1,014,685
NEE	Nextera Energy Inc	+1,045	21,816	$1,652,343
IAU	Ishares Gold Trust	+1,028	127,932	$9,991,489
BAC	Bank Of America Corp	+1,020	22,794	$1,240,677
QLTA	iShares Aaa - A Rated Corporate Bond ETF	+899	26,134	$1,175,768
WMT	Walmart Inc.	+798	7,383	$767,241
CL	Colgate Palmolive Co	+775	10,441	$890,826
UBER	Uber Technologies, Inc	+721	5,502	$376,942
P	Everpure, Inc.	+676	5,499	$719,159
DIS	Walt Disney Co	+658	17,030	$1,786,447
BUFR	FT Vest Laddered Buffer ETF	+617	130,275	$4,881,404
AMZN	Amazon Com Inc	+539	11,963	$2,980,581
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHX	Schwab U.S. Large-Cap ETF	−6,955	167,607	$5,028,210
—		−3,620	21,791	$0
SCHF	Schwab International Equity ETF	−2,571	10,173	$279,452
SCHB	Schwab U.S. Broad Market ETF	−2,095	70,021	$2,052,315
SCHM	Schwab U.S. Mid-Cap ETF	−2,072	20,890	$710,677
PFE	Pfizer Inc	−1,380	7,598	$216,694
SCHZ	Schwab U.S. Aggregate Bond ETF	−1,342	16,115	$356,141
ESGU	iShares ESG Aware MSCI USA ETF	−942	5,335	$889,878
SCHA	Schwab U.S. Small-Cap ETF	−820	14,054	$458,582
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	−800	3,342	$419,989
MUB	iShares National Muni Bond ETF	−795	2,485	$251,233
SCHH	Schwab U.S. REIT ETF	−727	19,724	$434,716
SCHP	Schwab U.S. TIPS ETF	−686	44,543	$1,119,365
CWB	State Street(R) SPDR(R) Bloomberg Convertible Securities ETF	−682	9,552	$966,471
IJR	iShares Core S&P Small-Cap ETF	−679	36,454	$4,959,202
VEA	Vanguard FTSE Developed Markets ETF	−675	32,615	$2,302,945
MDT	Medtronic plc	−643	10,011	$863,849
JNJ	Johnson & Johnson	−619	15,806	$4,184,480
PYPL	PayPal Holdings, Inc.	−546	4,891	$256,924
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−516	14,727	$873,458
GOOG	Alphabet Inc.	−495	9,874	$3,364,466
CSCO	Cisco Systems, Inc.	−477	17,560	$1,889,982
ORCL	Oracle Corp	−425	6,662	$914,692
IAGG	iShares Core International Aggregate Bond ETF	−408	7,435	$365,802
AAPL	Apple Inc.	−322	26,087	$8,687,492
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	15,492	$2,521,323
CMCSA	Comcast Corp	9,352	$203,499
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
ROL	Rollins Inc	25,800	$1,076,892
IBM	International Business Machines Corp	2,405	$676,310
HONA	Honeywell Aerospace Inc.	1,507	$333,167
—		1,152	$236,206
CMI	Cummins Inc	330	$235,359
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

154 tracked positions · $269,306,905 total · filing declares 154 positions · $280,811,442 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 154 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IVV	iShares Core S&P 500 ETF	Reduced	25,979	-89	$19,896,017	+1.9%	7.39%
SPY	Spdr S&P 500 ETF Trust	Added	18,215	+83	$13,891,305	+2.6%	5.16%
VIG	Vanguard Specialized Funds	Reduced	50,207	-125	$11,713,795	−1.6%	4.35%
IAU	Ishares Gold Trust	Added	127,932	+1,028	$9,991,489	+4.3%	3.71%
HEFA	iShares Currency Hedged MSCI EAFE ETF	Added	194,008	+23,052	$9,000,031	+12.2%	3.34%
AAPL	Apple Inc. Technology	Reduced	26,087	-322	$8,687,492	+13.7%	3.23%
IJH	iShares Core S&P Mid-Cap ETF	Added	106,909	+3,974	$7,692,102	−3.1%	2.86%
SCHG	Schwab U.S. Large-Cap Growth ETF	Added	161,560	+134	$5,804,850	+6.3%	2.16%
MSFT	Microsoft Corp Technology	Reduced	11,200	-260	$5,744,480	+34.4%	2.13%
NVDA	Nvidia Corp Technology	Added	24,172	+169	$5,520,401	+14.9%	2.05%
SCHO	Schwab Short-Term U.S. Treasury ETF	Added	217,685	+11,123	$5,193,964	+4.2%	1.93%
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	Added	100,313	+2,883	$5,139,034	+0.6%	1.91%
SCHX	Schwab U.S. Large-Cap ETF	Reduced	167,607	-6,955	$5,028,210	−2.1%	1.87%
EMXC	iShares MSCI Emerging Markets ex China ETF	Added	50,578	+4,228	$5,011,268	+5.7%	1.86%
IJR	iShares Core S&P Small-Cap ETF	Reduced	36,454	-679	$4,959,202	−10.0%	1.84%
BUFR	FT Vest Laddered Buffer ETF	Added	130,275	+617	$4,881,404	+3.1%	1.81%
GOOGL	Alphabet Inc. Communication Services	Added	12,621	+164	$4,342,633	−2.5%	1.61%
JNJ	Johnson & Johnson Healthcare	Reduced	15,806	-619	$4,184,480	+0.3%	1.55%
MBB	iShares MBS ETF	Added	44,044	+1,832	$3,947,223	−1.1%	1.47%
IEFA	iShares Core MSCI EAFE ETF	Added	39,454	+483	$3,822,303	+1.6%	1.42%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	10,608	-22	$3,509,444	+0.9%	1.30%
GOOG	Alphabet Inc. Communication Services	Reduced	9,874	-495	$3,364,466	−8.2%	1.25%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	34,231	+2,226	$3,236,198	+2.2%	1.20%
AMZN	Amazon Com Inc Consumer Cyclical	Added	11,963	+539	$2,980,581	+9.5%	1.11%
RTX	RTX Corp Industrials	Reduced	14,387	-290	$2,670,946	−4.1%	0.99%
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	Added	51,942	+4,940	$2,615,279	+4.6%	0.97%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Added	16,696	+523	$2,591,219	+1.4%	0.96%
AXP	American Express Co Financial Services	Reduced	8,439	-2	$2,566,299	−10.1%	0.95%
XOM	ExxonMobil Holdings Corp Energy	NEW	15,492	NEW	$2,521,323	NEW	0.94%
AMD	Advanced Micro Devices Inc Technology	Reduced	3,910	-261	$2,391,981	−1.3%	0.89%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	32,615	-675	$2,302,945	−2.9%	0.86%
LMBS	First Trust Low Duration Opportunities ETF	Added	45,462	+2,204	$2,203,088	+2.3%	0.82%
SCHV	Schwab U.S. Large-Cap Value ETF	Added	62,168	+344	$2,070,816	−3.8%	0.77%
SCHB	Schwab U.S. Broad Market ETF	Reduced	70,021	-2,095	$2,052,315	−1.7%	0.76%
ANET	Arista Networks, Inc. Technology	Added	9,381	+144	$1,909,877	+21.7%	0.71%
CSCO	Cisco Systems, Inc. Technology	Reduced	17,560	-477	$1,889,982	−10.8%	0.70%
VPU	VANGUARD UTILITIES INDEX FUND	Reduced	11,022	-13	$1,884,762	−12.7%	0.70%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	23,816	+89	$1,865,030	−4.9%	0.69%
FLOT	iShares Floating Rate Bond ETF	Added	36,511	+428	$1,863,886	+1.2%	0.69%
DIS	Walt Disney Co Communication Services	Added	17,030	+658	$1,786,447	+13.4%	0.66%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	11,836	+209	$1,719,534	+0.9%	0.64%
VFH	VANGUARD FINANCIALS INDEX FUND	Added	13,037	+41	$1,695,983	−0.8%	0.63%
META	Meta Platforms, Inc. Communication Services	Added	2,304	+186	$1,670,814	+40.0%	0.62%
NEE	Nextera Energy Inc Utilities	Added	21,816	+1,045	$1,652,343	−9.4%	0.61%
ETN	Eaton Corp plc Industrials	Added	3,587	+234	$1,541,369	+7.9%	0.57%
TJX	Tjx Companies Inc Consumer Cyclical	Added	11,224	+433	$1,485,047	−9.2%	0.55%
GD	General Dynamics Corp Industrials	Held	4,475	0	$1,484,939	−6.3%	0.55%
ECL	Ecolab Inc. Basic Materials	Added	5,344	+304	$1,467,355	+4.5%	0.54%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	2,143	+63	$1,446,632	+38.7%	0.54%
VOX	VANGUARD COMMUNICATION SERVICES INDEX FUND	Reduced	7,417	-69	$1,413,606	+2.7%	0.52%

Showing the top 50 of 154 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.