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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Bigelow Investment Advisors, LLC

Quarter ended Q2 2025 · Filed July 10, 2025 · Accession 0001667731-25-000767

Total Value
$226.9M
Positions
147
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (147)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720024,296$15.1M6.65%
2SPDR S&P 500 ETF TRSPY19,549$12.1M5.32%
3VANGUARD SPECIALIZED FUNDS92190884451,101$10.5M4.61%
4ISHARES GOLD TRIAU134,163$8.4M3.69%
5ISHARES TR46428780457,291$6.3M2.76%
6ISHARES TR464287507100,680$6.2M2.75%
7APPLE INCAAPL31,695$5.8M2.55%
8MICROSOFT CORPMSFT11,144$5.5M2.44%
9SCHWAB STRATEGIC TR808524201215,145$5.3M2.32%
10SCHWAB STRATEGIC TR808524300155,584$4.5M2.00%
11SCHWAB STRATEGIC TR808524862181,271$4.4M1.95%
12NVIDIA CORPORATIONNVDA23,798$3.8M1.66%
13ISHARES TR46428864659,550$3.1M1.38%
14ISHARES TR46434V80382,482$3.1M1.38%
15JPMORGAN CHASE & CO.VYLD10,654$3.1M1.36%
16ISHARES TR46432F84236,859$3.1M1.36%
17AMERICAN EXPRESS COAXP8,986$2.9M1.26%
18ISHARES TR46429B33363,390$2.8M1.23%
19ISHARES TR46428858829,140$2.7M1.21%
20ISHARES TR46428722626,952$2.7M1.18%
21JOHNSON & JOHNSONJNJ17,105$2.6M1.15%
22AMAZON COM INCAMZN11,299$2.5M1.09%
23ALPHABET INCGOOG13,848$2.4M1.08%
24RTX CORPORATIONRTX16,609$2.4M1.07%
25FIRST TR EXCHANGE-TRADED FD33739Q20048,354$2.4M1.05%
26VANGUARD WORLD FD92204A87612,763$2.3M0.99%
27INVESCO EXCHANGE TRADED FD TIVZ11,668$2.1M0.93%
28SCHWAB STRATEGIC TR80852410287,563$2.1M0.92%
29ALPHABET INCGOOG11,666$2.1M0.91%
30ISHARES TR46429B65540,079$2.0M0.90%
31ISHARES INC46434G76431,929$2.0M0.89%
32VANGUARD TAX-MANAGED FDS92194385834,521$2.0M0.87%
33DISNEY WALT CO25468710615,187$1.9M0.83%
34PROCTER AND GAMBLE CO74271810911,725$1.9M0.82%
35ISHARES TR46428863834,839$1.9M0.82%
36VANGUARD WHITEHALL FDS92194640613,321$1.8M0.78%
37ORACLE CORPORCL-PD7,682$1.7M0.74%
38SCHWAB STRATEGIC TR80852440958,128$1.6M0.71%
39VANGUARD WORLD FD92204A40512,506$1.6M0.70%
40ISHARES TR46428880212,493$1.6M0.70%
41VANGUARD SCOTTSDALE FDS92206C87018,636$1.5M0.68%
42CISCO SYS INCCSCO22,208$1.5M0.68%
43EXXON MOBIL CORPXOM14,124$1.5M0.67%
44NEXTERA ENERGY INCNEE-PW21,646$1.5M0.66%
45ROLLINS INCROL25,800$1.5M0.64%
46NETFLIX INCNFLX1,081$1.4M0.64%
47VANGUARD WORLD FD92204A8848,428$1.4M0.64%
48TJX COS INC NEW87254010911,548$1.4M0.63%
49VANGUARD WORLD FD92204A5045,506$1.4M0.60%
50VISA INCV3,811$1.4M0.60%
51GENERAL DYNAMICS CORPGD4,471$1.3M0.57%
52PEPSICO INCPEP9,866$1.3M0.57%
53ECOLAB INCECL4,620$1.2M0.55%
54META PLATFORMS INCMETA1,661$1.2M0.54%
55ISHARES TR46428861211,386$1.2M0.54%
56UNITEDHEALTH GROUP INCUNH3,876$1.2M0.53%
57TEXAS INSTRS INC8825081045,462$1.1M0.50%
58HOME DEPOT INCHD3,050$1.1M0.49%
59EATON CORP PLCETN3,129$1.1M0.49%
60DANAHER CORPORATION2358511025,389$1.1M0.47%
61SCHWAB STRATEGIC TR80852487039,861$1.1M0.47%
62MEDTRONIC PLCMDT11,874$1.0M0.46%
63ISHARES TR46429B29120,822$996,1240.44%
64ISHARES INC46434G10316,343$981,0700.43%
65MASTERCARD INCORPORATEDMA1,729$971,5940.43%
66BANK AMERICA CORP06050510420,180$954,9180.42%
67ISHARES TR46435G4257,030$951,1590.42%
68VANGUARD INTL EQUITY INDEX F92204285818,874$933,5080.41%
69SCHWAB STRATEGIC TR80852450832,831$920,9100.41%
70BERKSHIRE HATHAWAY INC DELBRK-A1,880$913,2480.40%
71LOWES COS INC5486611074,111$912,0540.40%
72STARBUCKS CORPSBUX9,466$867,3700.38%
73DUKE ENERGY CORP NEWDUKB7,321$863,8780.38%
74ISHARES TR4642875566,740$852,6770.38%
75ISHARES TR4642871767,688$845,9880.37%
76THERMO FISHER SCIENTIFIC INCTMO2,039$826,7330.36%
77COLGATE PALMOLIVE COCL8,955$814,0100.36%
78NIKE INCNKE11,390$809,1460.36%
79DEERE & CODE1,573$799,8550.35%
80IDEXX LABS INC45168D1041,402$751,9490.33%
81CME GROUP INCCME2,714$748,0330.33%
82UNITED PARCEL SERVICE INCUPS7,343$741,2020.33%
83INTERNATIONAL BUSINESS MACHSINTR2,451$722,5060.32%
84ISHARES TR4642885706,174$717,2150.32%
85ISHARES TR4642877885,737$694,1200.31%
86SCHWAB STRATEGIC TR80852484731,775$672,3590.30%
87COSTCO WHSL CORP NEW22160K105669$662,2700.29%
88ISHARES TR4642876553,038$655,4760.29%
89APPLIED MATLS INC0382221053,549$649,7150.29%
90CATERPILLAR INCCAT1,669$647,9220.29%
91BOOKING HOLDINGS INCBKNG108$625,2380.28%
92PAYPAL HLDGS INCPYPL8,394$623,8420.27%
93SCHWAB STRATEGIC TR80852483926,740$621,4380.27%
94VERIZON COMMUNICATIONS INCVZ14,086$609,5010.27%
95MERCK & CO INCMRK7,640$604,7820.27%
96HONEYWELL INTL INC4385161062,588$602,6930.27%
97ADVANCED MICRO DEVICES INCAMD3,990$566,1810.25%
98GILEAD SCIENCES INCGILD5,018$556,3460.25%
99SCHWAB STRATEGIC TR80852460721,503$544,0260.24%
100TRANE TECHNOLOGIES PLCTT1,234$539,7640.24%
101CSX CORPCSX16,481$537,7750.24%
102BLACKSTONE INCBX3,594$537,5910.24%
103ISHARES TR4642886614,397$523,6390.23%
104SYSCO CORPSYY6,879$521,0150.23%
105FEDEX CORPFDX2,286$519,6310.23%
106INTUITINTU650$511,9600.23%
107ISHARES TR46434V86010,065$509,7920.22%
108BECTON DICKINSON & COBDX2,922$503,3150.22%
109ISHARES TR4642884144,792$500,6680.22%
110AUTODESK INCADSK1,599$495,0020.22%
111SPDR GOLD TRGLD1,595$486,2040.21%
112SALESFORCE INCCRM1,759$479,6620.21%
113VANGUARD WORLD FD92204A702715$474,2450.21%
114ISHARES TR46435G6729,165$468,2400.21%
115NORFOLK SOUTHN CORP6558441081,822$466,3770.21%
116ISHARES TR46435G5165,162$460,5290.20%
117WALMART INCWMT4,688$458,3930.20%
118ADOBE INCADBE1,131$437,5610.19%
119ELI LILLY & COLLY557$434,1980.19%
120VANGUARD INDEX FDS922908363701$398,1890.18%
121MCCORMICK & CO INCMKC-V4,952$375,4610.17%
122FISERV INCFISV2,170$374,1300.16%
1233M COMMM2,390$363,8540.16%
124PFIZER INCPFE14,893$361,0060.16%
125SCHWAB STRATEGIC TR80852480516,036$354,3990.16%
126UBER TECHNOLOGIES INCUBER3,788$353,4200.16%
127SPDR SERIES TRUST78464A3594,222$348,9910.15%
128VANGUARD SCOTTSDALE FDS92206C4094,353$346,0640.15%
129PALO ALTO NETWORKS INCPANW1,597$326,8100.14%
130MCDONALDS CORPMCD1,114$325,4770.14%
131VANGUARD WORLD FD92204A2071,342$293,8980.13%
132ELECTRONIC ARTS INCEA1,839$293,6880.13%
133ISHARES TR4642874653,279$293,1100.13%
134ANALOG DEVICES INCADI1,229$292,5270.13%
135ISHARES TR46435G1022,825$254,5330.11%
136ABBOTT LABSABLZF1,854$252,1630.11%
137COMCAST CORP NEWCCZ6,971$248,7950.11%
138AMGEN INCAMGN888$247,9380.11%
139ISHARES TR464287622720$244,4900.11%
140ILLINOIS TOOL WKS INC452308109976$241,3160.11%
141GOLDMAN SACHS GROUP INCGSCE338$239,2200.11%
142ISHARES INC46434G8635,898$231,0250.10%
143FIRST TR EXCHANGE-TRADED FD33733E5007,042$230,2030.10%
144ISHARES TR46435U8536,056$227,1610.10%
145NOVO-NORDISK A SNONOF3,084$212,8580.09%
146ISHARES TR4642874811,450$201,0860.09%
147UNION PAC CORPUNP871$200,4000.09%