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CIK: 0001475933
Total reported value
$116.5M
$116.5M
249 檔
22.3%
As reported in its official Q1 2025 Form 13F filing, Minot DeBlois Advisors LLC's tracked investment portfolio stood at $116.5M with 249 total positions.
During Q1 2025, 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 249 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 9.27% | -0.93% | +1.37% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-Other | 5.43% | -0.40% | -5.74% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.96% | +0.36% | -1.94% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.76% | +0.50% | -8.87% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.46% | +0.14% | -14.22% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.10% | -0.09% | -8.19% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 3.08% | +0.28% | +0.37% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.80% | +0.44% | -6.89% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.60% | +0.20% | -6.28% | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.59% | +0.03% | +42.99% | |
| 11 | ADP | Automatic Data Processing | Stock-Tech | 1.89% | +0.09% | -10.49% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.89% | +0.10% | +0.74% | |
| 13 | ACN | Accenture plc | Stock-Tech | 1.78% | -0.42% | -4.76% | |
| 14 | ABT | Abbott Laboratories | Stock-Healthcare | 1.58% | -0.14% | -6.23% | |
| 15 | ECL | Ecolab Inc | Stock-Materials | 1.54% | -0.03% | -7.51% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.52% | +0.07% | -2.60% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.45% | +0.34% | -5.62% | |
| 18 | UNP | Union Pacific CORP | Stock-Industrials | 1.41% | +0.05% | -5.66% | |
| 19 | NTRS | Northern Trust CORP | Stock-Financials | 1.39% | +0.20% | -11.58% | |
| 20 | CB | Chubb Limited | Stock-Financials | 1.38% | -0.01% | -5.86% | |
| 21 | DHR | Danaher CORP | Stock-Healthcare | 1.38% | — | -3.69% | |
| 22 | AXP | American Express Co | Stock-Financials | 1.27% | +0.10% | -3.22% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.23% | -0.05% | -11.76% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.22% | -0.21% | +0.17% | |
| 25 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.18% | -0.05% | -4.66% | |
| 26 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.10% | -0.10% | -2.80% | |
| 27 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.07% | -0.01% | -3.79% | |
| 28 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 1.05% | — | -7.34% | |
| 29 | CRM | Salesforce Inc | Stock-Tech | 1.04% | -0.15% | -5.22% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.01% | -0.04% | -4.43% | |
| 31 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.01% | -0.11% | -7.03% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.00% | -0.02% | -1.30% | |
| 33 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 0.99% | -0.02% | -1.97% | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 0.99% | +0.41% | -2.82% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.92% | -0.28% | -11.06% | |
| 36 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.90% | -0.18% | -4.82% | |
| 37 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.87% | +0.05% | -5.06% | |
| 38 | RHHBY | Roche Holdings Ltd-spons Adr | Stock-Other | 0.87% | -0.02% | -2.00% | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.84% | -0.06% | -10.54% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.82% | -0.14% | -4.23% | |
| 41 | ADI | Analog Devices Inc | Stock-Tech | 0.80% | +0.24% | +2.79% | |
| 42 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.79% | -0.04% | -5.10% | |
| 43 | ASML | ASML Holding N.V. | Stock-Tech | 0.77% | +0.48% | +0.95% | |
| 44 | BX | Blackstone Inc | Stock-Financials | 0.75% | -0.01% | -5.88% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.74% | +0.03% | +3.55% | |
| 46 | NEE | Nextera Energy Inc | Stock-Utilities | 0.74% | -0.09% | -4.30% | |
| 47 | XYL | Xylem Inc | Stock-Industrials | 0.73% | — | -3.91% | |
| 48 | HON | Honeywell International Inc | Stock-Industrials | 0.69% | -0.72% | EXIT | |
| 49 | LVMUY | Lvmh Moet Hennessy-unsp Adr | Stock-Other | 0.68% | -0.02% | -3.84% | |
| 50 | PFE | Pfizer Inc | Stock-Healthcare | 0.66% | -0.13% | -1.96% |
According to official SEC Form 13F filings, Minot DeBlois Advisors LLC reported a total U.S. public equity portfolio value of $116.5M across 249 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VCSH, VGIT, VOO) accounted for 22.3% of total reported equity market value during Q1 2025.
During Q1 2025, Minot DeBlois Advisors LLC's top holdings by market value included VCSH (9.3%)、VGIT (5.4%)、VOO (4.0%). The largest single position, VCSH, represented 9.3% of total portfolio value.
In Q1 2025, 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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