Minot DeBlois Advisors LLC — 13F Holdings & Portfolio
CIK 1475933 · latest 13F-HR filed 2026-05-08
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$110.2M
Long-equity book
Holdings
226
Distinct positions
Period
2026-03-31
Filed 2026-05-08
Q/Q Activity
+21 / −20 / ↑54 / ↓100
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD INDEX FUNDS S&P 500 ETF USD$886.0K +20.4%
- EXXON MOBIL CORP COM$298.3K +33.8%
- ANALOG DEVICES INC COM$232.2K +19.3%
- SLB LIMITED TRADING$209.3K +35.7%
- NEXTERA ENERGY INC COM USD0.01$155.4K +18.4%
Top Trims
- ALPHABET INC CAP STK CL C-$811.0K -16.0%
- VANGUARD SCOTTSDALE FDS INTER TERM TREAS-$795.5K -13.5%
- MICROSOFT CORP-$729.3K -20.0%
- ACCENTURE PLC-$379.6K -24.3%
- AMERICAN EXPRESS CO COM USD0.20-$317.8K -18.1%
New Positions
- ISHARES TR 0-3 MNTH TREASRY$300.7K
- VANGUARD WORLD FD INF TECH ETF$174.4K
- VANGUARD S&P 500 VALUE INDEX FUND$113.1K
- INVESCO EXCH TRD SLF IDX FD TR BLOOMBERG PRICIN$86.1K
- VANECK ETF TRUST MRNGSTR WDE MOAT$82.2K
Exited Positions
- CVS HEALTH CORPORATION COM USD0.01$9.4K
- ASTRAZENECA PLC SPON ADR EACH REP 0.50 ORD SHS$6.9K
- INTUIT INC$6.6K
- US BANCORP$5.3K
- DIAGEO ADR REP 4 ORD$5.2K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS | VCSH | 92206C409 | $9.9M | 9.02% | 125,354 | SH |
| 2 | VANGUARD INDEX FUNDS S&P 500 ETF USD | VOO | 922908363 | $5.2M | 4.74% | 8,748 | SH |
| 3 | VANGUARD SCOTTSDALE FDS INTER TERM TREAS | VGIT | 92206C706 | $5.1M | 4.62% | 85,587 | SH |
| 4 | ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | 46434G103 | $4.5M | 4.05% | 63,933 | SH |
| 5 | ISHARES TIPS BOND ETF | TIP | 464287176 | $4.3M | 3.93% | 39,231 | SH |
| 6 | ALPHABET INC CAP STK CL C | GOOG | 02079K107 | $4.2M | 3.85% | 14,801 | SH |
| 7 | APPLE INC | AAPL | 037833100 | $3.8M | 3.48% | 15,111 | SH |
| 8 | VANGUARD SMALL-CAP INDEX FUND | VB | 922908751 | $3.5M | 3.14% | 13,198 | SH |
| 9 | NVIDIA CORPORATION COM | NVDA | 67066G104 | $2.9M | 2.65% | 16,774 | SH |
| 10 | MICROSOFT CORP | MSFT | 594918104 | $2.9M | 2.64% | 7,862 | SH |
| 11 | AMAZON.COM INC | AMZN | 023135106 | $2.9M | 2.62% | 13,877 | SH |
| 12 | VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US | VEU | 922042775 | $2.4M | 2.21% | 32,412 | SH |
| 13 | VANGUARD DEVELOPED MARKETS INDEX FUND ETF | VEA | 921943858 | $1.7M | 1.56% | 26,771 | SH |
| 14 | CHUBB LIMITED COM NPV ISIN #CH0044328745 | CB | H1467J104 | $1.5M | 1.37% | 4,619 | SH |
| 15 | UNION PAC CORP COM | UNP | 907818108 | $1.5M | 1.33% | 6,040 | SH |
| 16 | AMERICAN EXPRESS CO COM USD0.20 | AXP | 025816109 | $1.4M | 1.30% | 4,754 | SH |
| 17 | ANALOG DEVICES INC COM | ADI | 032654105 | $1.4M | 1.30% | 4,518 | SH |
| 18 | DANAHER CORPORATION COM | DHR | 235851102 | $1.4M | 1.29% | 7,495 | SH |
| 19 | ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012 | ASML | N07059210 | $1.4M | 1.25% | 1,043 | SH |
| 20 | JOHNSON &JOHNSON COM | JNJ | 478160104 | $1.3M | 1.21% | 5,450 | SH |
| 21 | PEPSICO INC | PEP | 713448108 | $1.3M | 1.19% | 8,466 | SH |
| 22 | VANGUARD INTL EQUITY INDEX FDS FTSE SMCAP ETF | VSS | 922042718 | $1.3M | 1.19% | 8,982 | SH |
| 23 | ECOLAB INC | ECL | 278865100 | $1.3M | 1.18% | 4,905 | SH |
| 24 | TJX COMPANIES INC | TJX | 872540109 | $1.3M | 1.17% | 8,042 | SH |
| 25 | ABBOTT LABORATORIES | ABT | 002824100 | $1.3M | 1.14% | 12,227 | SH |
| 26 | NORTHERN TRUST CORP COM USD1.666 | NTRS | 665859104 | $1.2M | 1.13% | 8,940 | SH |
| 27 | AUTOMATIC DATA PROCESSING INC COM | ADP | 053015103 | $1.2M | 1.11% | 6,038 | SH |
| 28 | CISCO SYSTEMS INC | CSCO | 17275R102 | $1.2M | 1.09% | 15,537 | SH |
| 29 | EXXON MOBIL CORP COM | XOM | 30231G102 | $1.2M | 1.07% | 6,966 | SH |
| 30 | ACCENTURE PLC | ACN | G1151C101 | $1.2M | 1.07% | 5,953 | SH |
| 31 | NOVARTIS AG SPONSORED ADR | NVS | 66987V109 | $1.2M | 1.05% | 7,556 | SH |
| 32 | DISNEY WALT CO COM | DIS | 254687106 | $1.1M | 1.04% | 11,924 | SH |
| 33 | META PLATFORMS INC CLASS A COMMON STOCK | META | 30303M102 | $1.1M | 1.02% | 1,974 | SH |
| 34 | WALMART INC COM | WMT | 931142103 | $1.0M | 0.91% | 8,094 | SH |
| 35 | PROCTER AND GAMBLE CO COM | PG | 742718109 | $1.0M | 0.91% | 6,933 | SH |
| 36 | RTX CORPORATION COM USD1.00 | RTX | 75513E101 | $1.0M | 0.91% | 5,190 | SH |
| 37 | NEXTERA ENERGY INC COM USD0.01 | NEE | 65339F101 | $998.6K | 0.91% | 10,752 | SH |
| 38 | TRAVELERS COMPANIES INC COM STK NPV | TRV | 89417E109 | $987.7K | 0.90% | 3,386 | SH |
| 39 | ROCHE HOLDINGS ADR | RHHBY | 771195104 | $966.2K | 0.88% | 19,436 | SH |
| 40 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $891.7K | 0.81% | 17,762 | SH |
| 41 | NESTLE ADR | NSRGY | 641069406 | $887.6K | 0.81% | 8,957 | SH |
| 42 | SALESFORCE INC COM | CRM | 79466L302 | $817.7K | 0.74% | 4,381 | SH |
| 43 | VANGUARD SPECIALIZED FUNDS DIV APP ETF | VIG | 921908844 | $800.1K | 0.73% | 3,720 | SH |
| 44 | SLB LIMITED TRADING | SLB | 806857108 | $796.5K | 0.72% | 15,499 | SH |
| 45 | HONEYWELL INTERNATIONAL INC COM USD1 | HON | 438516106 | $794.5K | 0.72% | 3,515 | SH |
| 46 | PFIZER INC | PFE | 717081103 | $772.6K | 0.70% | 27,514 | SH |
| 47 | ISHARES TR GL CLEAN ENE ETF | ICLN | 464288224 | $750.5K | 0.68% | 41,035 | SH |
| 48 | XYLEM INC COM USD0.01 | XYL | 98419M100 | $743.3K | 0.67% | 6,220 | SH |
| 49 | ROGERS COMMUNICATIONS INC ISIN #CA7751092007 SEDOL #2169051 | RCI | 775109200 | $704.9K | 0.64% | 18,333 | SH |
| 50 | NUTRIEN LTD COM NPV ISIN #CA67077M1086 SEDOL #BDRJLN0 | NTR | 67077M108 | $681.9K | 0.62% | 9,037 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-08 | $110.2M | 226 | 0001475933-26-000002 |
| 2025-12-31 | 2026-02-13 | $111.4M | 225 | 0001475933-26-000001 |