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CIK: 0001475933
Total reported value
$116.5M
$116.5M
225 檔
25.6%
During the Q4 2025 filing period, Minot DeBlois Advisors LLC (CIK: 0001475933) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $116.5M across 225 reported positions.
In Q4 2025, Minot DeBlois Advisors LLC adopted a defensive or profit-taking posture, trimming 65 positions and completely liquidating 31 holdings to manage risk exposure.
Showing top 200 holdings (of 225 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 9.10% | -0.93% | +5.44% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-Other | 5.29% | -0.40% | +10.32% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.54% | +0.44% | -5.37% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.91% | +0.50% | -2.71% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.90% | +0.36% | -10.98% | |
| 6 | TIP | Ishares Tips Bond ETF | ETF-Other | 3.72% | +0.03% | +10.13% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.56% | +0.14% | -5.13% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.27% | -0.09% | -1.41% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 3.10% | +0.28% | -0.62% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.81% | +0.20% | -1.60% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.69% | +0.34% | +10.66% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.16% | +0.10% | +4.83% | |
| 13 | AXP | American Express Co | Stock-Financials | 1.58% | +0.10% | -0.65% | |
| 14 | DHR | Danaher CORP | Stock-Healthcare | 1.49% | — | +2.84% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.48% | +0.07% | +0.12% | |
| 16 | ACN | Accenture plc | Stock-Tech | 1.40% | -0.42% | -3.47% | |
| 17 | ABT | Abbott Laboratories | Stock-Healthcare | 1.34% | -0.14% | +1.67% | |
| 18 | ADP | Automatic Data Processing | Stock-Tech | 1.31% | +0.09% | +1.18% | |
| 19 | CB | Chubb Limited | Stock-Financials | 1.29% | -0.01% | +1.34% | |
| 20 | UNP | Union Pacific CORP | Stock-Industrials | 1.26% | +0.05% | +1.59% | |
| 21 | ECL | Ecolab Inc | Stock-Materials | 1.25% | -0.03% | -4.17% | |
| 22 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.20% | -0.05% | +1.30% | |
| 23 | ASML | ASML Holding N.V. | Stock-Tech | 1.18% | +0.48% | -0.73% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.17% | -0.05% | +1.13% | |
| 25 | NTRS | Northern Trust CORP | Stock-Financials | 1.16% | +0.20% | -7.68% | |
| 26 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.14% | -0.01% | -0.56% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 1.09% | +0.41% | +1.39% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.09% | -0.21% | -0.12% | |
| 29 | ADI | Analog Devices Inc | Stock-Tech | 1.08% | +0.24% | +5.83% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.07% | -0.04% | -0.86% | |
| 31 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.06% | -0.11% | -5.02% | |
| 32 | CRM | Salesforce Inc | Stock-Tech | 1.02% | -0.15% | +1.57% | |
| 33 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.99% | -0.10% | -4.76% | |
| 34 | RHHBY | Roche Holdings Ltd-spons Adr | Stock-Other | 0.93% | -0.02% | -4.67% | |
| 35 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.87% | +0.05% | +0.90% | |
| 36 | RTX | Rtx CORP | Stock-Industrials | 0.86% | -0.06% | -7.95% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.85% | -0.14% | -1.62% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.83% | -0.02% | +4.73% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.79% | -0.28% | -2.83% | |
| 40 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 0.79% | -0.02% | -0.47% | |
| 41 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.79% | — | +1.82% | |
| 42 | LVMUY | Lvmh Moet Hennessy-unsp Adr | Stock-Other | 0.78% | -0.02% | -0.17% | |
| 43 | NEE | Nextera Energy Inc | Stock-Utilities | 0.76% | -0.09% | — | |
| 44 | BX | Blackstone Inc | Stock-Financials | 0.75% | -0.01% | +1.21% | |
| 45 | XYL | Xylem Inc | Stock-Industrials | 0.71% | — | -2.11% | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.68% | -0.18% | -4.01% | |
| 47 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 0.67% | +0.02% | -2.72% | |
| 48 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.64% | -0.04% | +0.51% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.62% | +0.03% | -16.40% | |
| 50 | HON | Honeywell International Inc | Stock-Industrials | 0.62% | -0.72% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.8% | -5.37% | Trim |
| 2 | VGIT | Vanguard Intermediate-term T | +0.4% | +10.32% | Add |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | +0.4% | +5.44% | Add |
| 4 | TIP | Ishares Tips Bond ETF | +0.3% | +10.13% | Add |
| 5 | NVDA | Nvidia CORP | +0.2% | +10.66% | Add |
| 6 | DHR | Danaher CORP | +0.2% | +2.84% | Add |
| 7 | ADBE | Adobe Inc | +0.2% | +10560.00% | Add |
| 8 | ADI | Analog Devices Inc | +0.2% | +5.83% | Add |
| 9 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +4.83% | Add |
| 10 | AXP | American Express Co | +0.1% | -0.65% | Trim |
| 11 | LVMUY | Lvmh Moet Hennessy-unsp Adr | +0.1% | -0.17% | Trim |
| 12 | RHHBY | Roche Holdings Ltd-spons Adr | +0.1% | -4.67% | Trim |
| 13 | CB | Chubb Limited | +0.1% | +1.34% | Add |
| 14 | CSCO | Cisco Systems Inc | +0.1% | +1.39% | Add |
| 15 | CRM | Salesforce Inc | +0.1% | +1.57% | Add |
| 16 | IBM | Intl Business Machines CORP | +0.1% | +78.45% | Add |
| 17 | ASML | ASML Holding N.V. | +0.1% | -0.73% | Trim |
| 18 | JNJ | Johnson & Johnson | +0.1% | -0.86% | Trim |
| 19 | EL | Estee Lauder Companies-cl A | +0.1% | -2.72% | Trim |
| 20 | AMZN | Amazon.com Inc | +0.1% | -1.60% | Trim |
| 21 | ALC | Alcon Inc. | +0.1% | +10.30% | Add |
| 22 | SLB | Slb LTD | +0.1% | +1.53% | Add |
| 23 | ACN | Accenture plc | +0.1% | -3.47% | Trim |
| 24 | VEA | Vanguard Ftse Developed ETF | +0.1% | +0.12% | Add |
| 25 | RCI | Rogers Communications Inc-b | +0.1% | -0.60% | Trim |
| 26 | NSRGY | Nestle Sa-spons Adr | 0% | -0.47% | Trim |
| 27 | WMT | Walmart Inc | 0% | -1.62% | Trim |
| 28 | FTV | Fortive CORP | 0% | +1.34% | Add |
| 29 | BHP | Bhp Group Ltd-spon Adr | 0% | +3.08% | Add |
| 30 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 31 | BSV | Vanguard Short-term Bond ETF | 0% | +8.54% | Add |
| 32 | ICLN | Ishares Global Clean Energy | 0% | +1.56% | Add |
| 33 | TRV | Travelers Cos Inc/the | 0% | +0.90% | Add |
| 34 | NTR | Nutrien LTD | 0% | +1.85% | Add |
| 35 | CNI | Canadian Natl Railway Co | 0% | +2.05% | Add |
| 36 | UPS | United Parcel Service-cl B | 0% | -10.58% | Trim |
| 37 | IBB | Ishares Biotechnology ETF | 0% | — | Unchanged |
| 38 | XOM | Exxon Mobil CORP | 0% | -2.83% | Trim |
| 39 | MKC | Mccormick & Co-non Vtg Shrs | 0% | +1.82% | Add |
| 40 | NVS | Novartis Ag-sponsored Adr | 0% | -4.76% | Trim |
| 41 | PEP | Pepsico Inc | 0% | -0.12% | Trim |
| 42 | AAPL | Apple Inc | 0% | -5.13% | Trim |
| 43 | VOLVF | Volvo Ab-b Shs | 0% | — | Unchanged |
| 44 | STT | State Street CORP | 0% | — | Unchanged |
| 45 | IXN | Ishares Global Tech ETF | 0% | — | Unchanged |
| 46 | ERIC | Ericsson (lm) Tel-sp Adr | 0% | — | Unchanged |
| 47 | GE | General Electric | 0% | — | Unchanged |
| 48 | APO | Apollo Global Management Inc | 0% | — | Unchanged |
| 49 | VB | Vanguard Small-cap ETF | — | -0.62% | Trim |
| 50 | SHEL | Shell Plc-adr | — | -0.14% | Trim |
According to official SEC Form 13F filings, Minot DeBlois Advisors LLC reported a total U.S. public equity portfolio value of $116.5M across 225 disclosed positions in Q4 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, GOOG) accounted for 25.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
CW
市值: $17.6K
Top Position Liquidated / Trimmed
VGT
前期市值: $294.9K
During Q4 2025, Minot DeBlois Advisors LLC's top holdings by market value included VCSH (9.1%)、VGIT (5.3%)、GOOG (4.5%). The largest single position, VCSH, represented 9.1% of total portfolio value.
In Q4 2025, Minot DeBlois Advisors LLC made 146 total portfolio adjustments, initiating 7 new buys, adding to 43 positions, trimming 65 holdings, and fully liquidating 31 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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