Bigelow Investment Advisors, LLC

CIK

1729516

Location

Portland, ME

Portfolio Value

Small $113,596,732

Diversification

Diversified

Filing Date

Global Rank

#5,416 / 8,607 ▲ 110 · as of Mar 2026

Top Industry

Consumer Electronics 7.5%

3Y Alpha vs SPY

-4.1%

Period ended 3 months ago

Filed Apr 23, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+58.6%

SPY

+75.2%

Annualised alpha

-4.0%

Max drawdown

−15.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

88 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.6%

+0.2 pts

Top 5

33.8%

−0.7 pts

Top 10

47.8%

−1.0 pts

HHI

366

Diversified+1

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	21.3%	$24,196,739	3
Technology	20.7%	$23,496,039	19
Industrials	11.7%	$13,242,132	17
Financial Services	10.5%	$11,941,597	12
Healthcare	9.7%	$11,044,708	11
Communication Services	7.8%	$8,879,227	7
Consumer Cyclical	6.9%	$7,878,130	8
Consumer Defensive	5.5%	$6,194,390	7
Utilities	2.6%	$2,902,633	2
Energy	2.2%	$2,498,752	1
Basic Materials	1.2%	$1,322,385	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VZ	Verizon Communications Inc	+1,224	16,628	$834,725
NFLX	Netflix Inc	+1,215	12,789	$1,229,662
WMT	Walmart Inc.	+683	6,496	$807,322
AMZN	Amazon Com Inc	+591	11,441	$2,382,817
MRVL	Marvell Technology, Inc.	+536	3,190	$315,969
BAC	Bank Of America Corp /De/	+526	21,443	$1,045,346
SPY	Spdr S&P 500 ETF Trust	+472	18,539	$12,056,653
NKE	NIKE, Inc.	+412	11,076	$585,034
DIS	Walt Disney Co	+382	16,227	$1,563,958
UBER	Uber Technologies, Inc	+321	4,282	$308,004
SYY	Sysco Corp	+300	7,114	$507,441
ANET	Arista Networks, Inc.	+296	9,258	$1,136,697
VRT	Vertiv Holdings Co	+278	2,419	$606,153
SBUX	Starbucks Corp	+217	9,596	$859,705
ECL	Ecolab Inc.	+203	4,971	$1,322,385
DUK	Duke Energy CORP	+159	7,532	$986,240
ETN	Eaton Corp plc	+138	3,275	$1,171,369
META	Meta Platforms, Inc.	+135	1,982	$1,133,961
UNP	Union Pacific Corp	+132	1,074	$260,573
HON	Honeywell International Inc	+128	2,934	$695,513
MDT	Medtronic plc	+121	11,125	$963,981
CL	Colgate Palmolive Co	+96	9,297	$792,383
TT	Trane Technologies plc	+86	1,350	$562,599
DHR	Danaher Corp /De/	+71	5,374	$1,018,910
MA	Mastercard Inc	+67	1,678	$838,429
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−12,332	131,038	$11,552,310
CSCO	Cisco Systems, Inc.	−1,260	18,758	$1,455,433
PYPL	PayPal Holdings, Inc.	−1,238	6,279	$283,999
ORCL	Oracle Corp	−805	6,712	$987,402
JNJ	Johnson & Johnson	−634	16,307	$3,986,083
AAPL	Apple Inc.	−564	26,337	$6,684,067
MRK	Merck & Co., Inc.	−511	6,203	$746,158
AMAT	Applied Materials Inc /De	−483	2,350	$803,206
MKC	Mccormick & Co Inc	−480	4,149	$209,275
GOOGL	Alphabet Inc.	−465	12,668	$3,642,810
PFE	Pfizer Inc	−430	9,176	$257,662
UPS	United Parcel Service Inc	−329	5,485	$539,614
FDX	Fedex Corp	−283	1,997	$573,159
UNH	Unitedhealth Group Inc	−239	2,065	$558,768
CRM	Salesforce, Inc.	−228	1,694	$316,218
TJX	Tjx Companies Inc /De/	−206	10,800	$1,724,760
RTX	RTX Corp	−200	15,034	$2,900,058
TXN	Texas Instruments Inc	−180	4,320	$838,684
GLD	Spdr Gold Trust	−168	1,366	$587,776
BRK-B	Berkshire Hathaway Inc	−142	1,733	$830,453
ADSK	Autodesk, Inc.	−93	901	$215,699
JPM	Jpmorgan Chase & Co	−93	10,541	$3,100,740
AXP	American Express Co	−84	8,409	$2,543,554
ADI	Analog Devices Inc	−75	1,154	$367,133
KEX	Kirby Corp	−73	2,205	$293,000
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
PWR	Quanta Services, Inc.	455	$249,804
P	Everpure, Inc.	3,914	$231,082
MU	Micron Technology Inc	676	$228,379
COF	Capital One Financial Corp	1,142	$208,335
CMCSA	Comcast Corp	7,105	$203,984
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
ROL	Rollins Inc	25,800	$1,548,516
IBM	International Business Machines Corp	2,407	$712,977
FSLR	First Solar, Inc.	776	$202,714
ABT	Abbott Laboratories	1,601	$200,589
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

88 positions · $113,596,732 total · as of Mar 31, 2026

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

Showing 1–50 of 88 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	18,539	+472	$12,056,653	−2.1%	10.61%
IAU	Ishares Gold Trust	Reduced	131,038	-12,332	$11,552,310	−0.7%	10.17%
AAPL	Apple Inc. Technology	Reduced	26,337	-564	$6,684,067	−8.6%	5.88%
MSFT	Microsoft Corp Technology	Added	11,096	+8	$4,107,406	−23.4%	3.62%
JNJ	Johnson & Johnson Healthcare	Reduced	16,307	-634	$3,986,083	+13.7%	3.51%
NVDA	Nvidia Corp Technology	Added	21,509	+55	$3,751,169	−6.2%	3.30%
GOOGL	Alphabet Inc. Communication Services	Reduced	12,668	-465	$3,642,810	−11.4%	3.21%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	10,541	-93	$3,100,740	−9.5%	2.73%
RTX	RTX Corp Industrials	Reduced	15,034	-200	$2,900,058	+3.8%	2.55%
AXP	American Express Co Financial Services	Reduced	8,409	-84	$2,543,554	−19.0%	2.24%
XOM	ExxonMobil Holdings Corp Energy	Added	14,728	+3	$2,498,752	+41.0%	2.20%
AMZN	Amazon Com Inc Consumer Cyclical	Added	11,441	+591	$2,382,817	−4.9%	2.10%
NEE	Nextera Energy Inc Utilities	Reduced	20,633	-13	$1,916,393	+15.6%	1.69%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	10,800	-206	$1,724,760	+2.0%	1.52%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	11,476	-62	$1,657,593	+0.2%	1.46%
DIS	Walt Disney Co Communication Services	Added	16,227	+382	$1,563,958	−13.2%	1.38%
GD	General Dynamics Corp Industrials	Held	4,475	0	$1,535,909	+1.9%	1.35%
CSCO	Cisco Systems, Inc. Technology	Reduced	18,758	-1,260	$1,455,433	−5.6%	1.28%
PEP	Pepsico Inc Consumer Defensive	Reduced	9,011	-63	$1,399,318	+7.4%	1.23%
ECL	Ecolab Inc. Basic Materials	Added	4,971	+203	$1,322,385	+5.6%	1.16%
NFLX	Netflix Inc Communication Services	Added	12,789	+1,215	$1,229,662	+13.3%	1.08%
ETN	Eaton Corp plc Industrials	Added	3,275	+138	$1,171,369	+17.2%	1.03%
CAT	Caterpillar Inc Industrials	Reduced	1,651	-13	$1,169,667	+22.7%	1.03%
V	Visa Inc. Financial Services	Added	3,821	+4	$1,154,859	−13.7%	1.02%
ANET	Arista Networks, Inc. Technology	Added	9,258	+296	$1,136,697	−3.2%	1.00%
META	Meta Platforms, Inc. Communication Services	Added	1,982	+135	$1,133,961	−7.0%	1.00%
BAC	Bank Of America Corp /De/ Financial Services	Added	21,443	+526	$1,045,346	−9.1%	0.92%
DHR	Danaher Corp /De/ Healthcare	Added	5,374	+71	$1,018,910	−16.1%	0.90%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	2,065	+24	$1,015,009	−14.2%	0.89%
HD	Home Depot, Inc. Consumer Cyclical	Added	3,085	+47	$1,014,625	−2.9%	0.89%
ORCL	Oracle Corp Technology	Reduced	6,712	-805	$987,402	−32.6%	0.87%
DUK	Duke Energy CORP Utilities	Added	7,532	+159	$986,240	+14.1%	0.87%
MDT	Medtronic plc Healthcare	Added	11,125	+121	$963,981	−8.8%	0.85%
LOW	Lowes Companies Inc Consumer Cyclical	Added	4,042	+6	$955,043	−1.9%	0.84%
DE	Deere & Co Industrials	Added	1,628	+40	$917,052	+24.0%	0.81%
SBUX	Starbucks Corp Consumer Cyclical	Added	9,596	+217	$859,705	+8.9%	0.76%
TXN	Texas Instruments Inc Technology	Reduced	4,320	-180	$838,684	+7.4%	0.74%
MA	Mastercard Inc Financial Services	Added	1,678	+67	$838,429	−8.8%	0.74%
VZ	Verizon Communications Inc Communication Services	Added	16,628	+1,224	$834,725	+33.0%	0.73%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,733	-142	$830,453	−11.9%	0.73%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	824	+4	$821,058	+16.1%	0.72%
WMT	Walmart Inc. Consumer Defensive	Added	6,496	+683	$807,322	+24.7%	0.71%
AMD	Advanced Micro Devices Inc Technology	Reduced	3,963	-36	$806,193	−5.9%	0.71%
AMAT	Applied Materials Inc /De Technology	Reduced	2,350	-483	$803,206	+10.3%	0.71%
CL	Colgate Palmolive Co Consumer Defensive	Added	9,297	+96	$792,383	+9.0%	0.70%
CME	Cme Group Inc. Financial Services	Added	2,603	+13	$768,796	+8.7%	0.68%
IDXX	Idexx Laboratories Inc /De Healthcare	Added	1,368	+32	$768,665	−15.0%	0.68%
MRK	Merck & Co., Inc. Healthcare	Reduced	6,203	-511	$746,158	+5.6%	0.66%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	4,996	-25	$696,292	+13.0%	0.61%
HON	Honeywell International Inc Industrials	Added	2,934	+128	$695,513	+21.1%	0.61%