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CIK: 0001475933
Total reported value
$116.5M
$116.5M
245 檔
24.3%
According to the latest 13F quarterly dataset, Minot DeBlois Advisors LLC managed an equity portfolio of $116.5M at the end of Q3 2025, spanning 245 distinct U.S. exchange-listed positions.
In Q3 2025, Minot DeBlois Advisors LLC adopted a defensive or profit-taking posture, trimming 93 positions and completely liquidating 13 holdings to manage risk exposure.
Showing top 200 holdings (of 245 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 8.73% | -0.93% | +2.86% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-Other | 4.85% | -0.40% | +1.22% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.31% | +0.36% | -1.69% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.97% | +0.50% | -2.32% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.76% | +0.44% | -3.95% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.58% | -0.09% | -3.70% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.55% | +0.14% | -1.03% | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-Other | 3.45% | +0.03% | +19.00% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 3.10% | +0.28% | -2.05% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.74% | +0.20% | -0.12% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.45% | +0.34% | +0.73% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.02% | +0.10% | -2.32% | |
| 13 | ADP | Automatic Data Processing | Stock-Tech | 1.49% | +0.09% | -3.48% | |
| 14 | AXP | American Express Co | Stock-Financials | 1.44% | +0.10% | +0.74% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.43% | +0.07% | -7.58% | |
| 16 | ABT | Abbott Laboratories | Stock-Healthcare | 1.43% | -0.14% | +0.45% | |
| 17 | ECL | Ecolab Inc | Stock-Materials | 1.37% | -0.03% | -3.83% | |
| 18 | ACN | Accenture plc | Stock-Tech | 1.35% | -0.42% | +4.93% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.30% | -0.05% | -3.51% | |
| 20 | UNP | Union Pacific CORP | Stock-Industrials | 1.28% | +0.05% | +1.41% | |
| 21 | DHR | Danaher CORP | Stock-Healthcare | 1.27% | — | +3.30% | |
| 22 | NTRS | Northern Trust CORP | Stock-Financials | 1.25% | +0.20% | -20.35% | |
| 23 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.20% | -0.05% | -0.91% | |
| 24 | CB | Chubb Limited | Stock-Financials | 1.16% | -0.01% | +1.45% | |
| 25 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.15% | -0.01% | -1.04% | |
| 26 | ASML | ASML Holding N.V. | Stock-Tech | 1.08% | +0.48% | +3.61% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.07% | -0.21% | +1.31% | |
| 28 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.06% | -0.11% | -0.11% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.98% | -0.04% | -3.48% | |
| 30 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.97% | -0.10% | -6.09% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.96% | +0.41% | -2.73% | |
| 32 | ADI | Analog Devices Inc | Stock-Tech | 0.93% | +0.24% | +0.72% | |
| 33 | CRM | Salesforce Inc | Stock-Tech | 0.90% | -0.15% | +6.59% | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 0.86% | -0.06% | -6.07% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.86% | -0.02% | +3.36% | |
| 36 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.84% | +0.05% | +0.51% | |
| 37 | BX | Blackstone Inc | Stock-Financials | 0.83% | -0.01% | -3.03% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.81% | -0.14% | -3.18% | |
| 39 | RHHBY | Roche Holdings Ltd-spons Adr | Stock-Other | 0.80% | -0.02% | +0.83% | |
| 40 | XYL | Xylem Inc | Stock-Industrials | 0.79% | — | -3.17% | |
| 41 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.77% | -0.18% | -0.73% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.77% | -0.28% | +0.81% | |
| 43 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.77% | — | +0.60% | |
| 44 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 0.75% | -0.02% | +0.13% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.73% | +0.03% | -0.92% | |
| 46 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.73% | -0.04% | +0.54% | |
| 47 | NEE | Nextera Energy Inc | Stock-Utilities | 0.72% | -0.09% | +0.67% | |
| 48 | LVMUY | Lvmh Moet Hennessy-unsp Adr | Stock-Other | 0.64% | -0.02% | +1.85% | |
| 49 | HON | Honeywell International Inc | Stock-Industrials | 0.63% | -0.72% | EXIT | |
| 50 | PFE | Pfizer Inc | Stock-Healthcare | 0.62% | -0.13% | +0.94% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | +0.73% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +1% | -3.95% | Trim |
| 3 | TIP | Ishares Tips Bond ETF | +0.9% | +19.00% | Add |
| 4 | MSFT | Microsoft CORP | +0.5% | -3.70% | Trim |
| 5 | VOO | Vanguard S&p 500 ETF | +0.4% | -1.69% | Add |
| 6 | ASML | ASML Holding N.V. | +0.3% | +3.61% | Add |
| 7 | IEMG | Ishares Core Msci Emerging | +0.2% | -2.32% | Trim |
| 8 | AXP | American Express Co | +0.2% | +0.74% | Add |
| 9 | NOW | Servicenow Inc | +0.2% | +8.32% | Add |
| 10 | AMZN | Amazon.com Inc | +0.1% | -0.12% | Add |
| 11 | RCI | Rogers Communications Inc-b | +0.1% | +1.26% | Add |
| 12 | EL | Estee Lauder Companies-cl A | +0.1% | -2.40% | Add |
| 13 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | -2.32% | Trim |
| 14 | ADI | Analog Devices Inc | +0.1% | +0.72% | Add |
| 15 | INTC | Intel CORP | +0.1% | +2.30% | Add |
| 16 | ICLN | Ishares Global Clean Energy | +0.1% | +0.65% | Add |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | -10.68% | Trim |
| 18 | AAPL | Apple Inc | +0.1% | -1.03% | Trim |
| 19 | BX | Blackstone Inc | +0.1% | -3.03% | Add |
| 20 | VSS | Vanguard Ftse All Wo X-us Sc | +0.1% | -1.04% | Trim |
| 21 | META | Meta Platforms Inc-class A | +0.1% | -3.51% | Trim |
| 22 | XYL | Xylem Inc | +0.1% | -3.17% | Trim |
| 23 | VGT | Vanguard Info Tech ETF | +0.1% | — | Unchanged |
| 24 | TJX | Tjx Companies Inc | +0.1% | -0.11% | Trim |
| 25 | ALLE | Allegion plc | 0% | -9.36% | Trim |
| 26 | JBL | Jabil Inc | 0% | -5.59% | Trim |
| 27 | IWM | Ishares Russell 2000 ETF | 0% | +28.99% | Add |
| 28 | VB | Vanguard Small-cap ETF | 0% | -2.05% | Trim |
| 29 | DIS | Walt Disney Co/the | 0% | -0.91% | Trim |
| 30 | RTX | Rtx CORP | 0% | -6.07% | Trim |
| 31 | BXP | Bxp Inc | 0% | +1.69% | Add |
| 32 | NTR | Nutrien LTD | 0% | -0.12% | Trim |
| 33 | VUG | Vanguard Growth ETF | 0% | -8.01% | Trim |
| 34 | IXN | Ishares Global Tech ETF | 0% | -4.17% | Trim |
| 35 | BHP | Bhp Group Ltd-spon Adr | 0% | -0.13% | Trim |
| 36 | VYM | Vanguard High Dvd Yield ETF | 0% | +42.57% | Add |
| 37 | GE | General Electric | 0% | — | Unchanged |
| 38 | HD | Home Depot Inc | 0% | — | Add |
| 39 | STT | State Street CORP | 0% | — | Unchanged |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 41 | GEV | GE Vernova Inc | 0% | — | Trim |
| 42 | ORCL | Oracle CORP | 0% | -15.00% | Trim |
| 43 | PLTR | Palantir Technologies Inc-a | 0% | — | Unchanged |
| 44 | VCR | Vanguard Consumer Discre ETF | 0% | — | Unchanged |
| 45 | VBK | Vanguard Small-cap Grwth ETF | 0% | — | Unchanged |
| 46 | EXPE | Expedia Group Inc | 0% | — | Unchanged |
| 47 | BABA | Alibaba Group Holding-sp Adr | 0% | — | Unchanged |
| 48 | AVGO | Broadcom Inc | 0% | -20.00% | Trim |
| 49 | IBIT | Ishares Bitcoin Trust ETF | 0% | — | Unchanged |
| 50 | NATO | Themes Transatlantic Defense | 0% | — | Unchanged |
According to official SEC Form 13F filings, Minot DeBlois Advisors LLC reported a total U.S. public equity portfolio value of $116.5M across 245 disclosed positions in Q3 2025.
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, VOO) accounted for 24.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
SGOV
市值: $200.1K
Top Position Liquidated / Trimmed
FFIV
前期市值: $106.5K
During Q3 2025, Minot DeBlois Advisors LLC's top holdings by market value included VCSH (8.7%)、VGIT (4.8%)、VOO (4.3%). The largest single position, VCSH, represented 8.7% of total portfolio value.
In Q3 2025, Minot DeBlois Advisors LLC made 151 total portfolio adjustments, initiating 5 new buys, adding to 40 positions, trimming 93 holdings, and fully liquidating 13 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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