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CIK: 0001475933
Total reported value
$116.5M
$116.5M
309 檔
23.6%
According to the latest 13F quarterly dataset, Minot DeBlois Advisors LLC managed an equity portfolio of $116.5M at the end of Q4 2024, spanning 309 distinct U.S. exchange-listed positions.
During Q4 2024, Minot DeBlois Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 309 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 8.28% | -0.93% | — | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-Other | 5.15% | -0.40% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.17% | +0.14% | — | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.88% | +0.36% | — | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.66% | +0.50% | — | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.48% | -0.09% | — | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.36% | +0.44% | — | |
| 8 | VB | Vanguard Small-cap ETF | ETF-Other | 3.05% | +0.28% | — | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.93% | +0.20% | — | |
| 10 | ACN | Accenture plc | Stock-Tech | 1.93% | -0.42% | — | |
| 11 | ADP | Automatic Data Processing | Stock-Tech | 1.86% | +0.09% | — | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.75% | +0.34% | — | |
| 13 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.63% | +0.10% | — | |
| 14 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.59% | +0.03% | — | |
| 15 | NTRS | Northern Trust CORP | Stock-Financials | 1.49% | +0.20% | — | |
| 16 | DHR | Danaher CORP | Stock-Healthcare | 1.47% | — | — | |
| 17 | ECL | Ecolab Inc | Stock-Materials | 1.41% | -0.03% | — | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.34% | +0.07% | — | |
| 19 | AXP | American Express Co | Stock-Financials | 1.32% | +0.10% | — | |
| 20 | UNP | Union Pacific CORP | Stock-Industrials | 1.32% | +0.05% | — | |
| 21 | ABT | Abbott Laboratories | Stock-Healthcare | 1.32% | -0.14% | — | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.30% | -0.05% | — | |
| 23 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.27% | -0.05% | — | |
| 24 | CRM | Salesforce Inc | Stock-Tech | 1.26% | -0.15% | — | |
| 25 | CB | Chubb Limited | Stock-Financials | 1.23% | -0.01% | — | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.13% | -0.21% | — | |
| 27 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.01% | -0.01% | — | |
| 28 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.00% | -0.04% | — | |
| 29 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.99% | -0.11% | — | |
| 30 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.96% | — | — | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.92% | -0.02% | — | |
| 32 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.91% | -0.10% | — | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.90% | +0.41% | — | |
| 34 | BX | Blackstone Inc | Stock-Financials | 0.90% | -0.01% | — | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.86% | -0.28% | — | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.85% | -0.04% | — | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.81% | -0.14% | — | |
| 38 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.77% | +0.05% | — | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.76% | -0.18% | — | |
| 40 | RTX | Rtx CORP | Stock-Industrials | 0.76% | -0.06% | — | |
| 41 | ADI | Analog Devices Inc | Stock-Tech | 0.75% | +0.24% | — | |
| 42 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 0.75% | -0.02% | — | |
| 43 | ASML | ASML Holding N.V. | Stock-Tech | 0.74% | +0.48% | — | |
| 44 | HON | Honeywell International Inc | Stock-Industrials | 0.72% | -0.72% | EXIT | |
| 45 | NEE | Nextera Energy Inc | Stock-Utilities | 0.71% | -0.09% | — | |
| 46 | RHHBY | Roche Holdings Ltd-spons Adr | Stock-Other | 0.69% | -0.02% | — | |
| 47 | LVMUY | Lvmh Moet Hennessy-unsp Adr | Stock-Other | 0.68% | -0.02% | — | |
| 48 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.68% | -0.03% | — | |
| 49 | XYL | Xylem Inc | Stock-Industrials | 0.68% | — | — | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.66% | +0.03% | — |
According to official SEC Form 13F filings, Minot DeBlois Advisors LLC reported a total U.S. public equity portfolio value of $116.5M across 309 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VCSH, VGIT, AAPL) accounted for 23.6% of total reported equity market value during Q4 2024.
During Q4 2024, Minot DeBlois Advisors LLC's top holdings by market value included VCSH (8.3%)、VGIT (5.2%)、AAPL (4.2%). The largest single position, VCSH, represented 8.3% of total portfolio value.
In Q4 2024, Minot DeBlois Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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