Minot DeBlois Advisors LLC

CIK

1475933

Location

Boston, MA

Portfolio Value

Micro $77,122,121

Diversification

Diversified

Filing Date

Global Rank

#6,370 / 8,517 ▲ 327

Top Industry

Internet Content & Information 9.3%

3Y Alpha vs SPY

-2.0%

Period ended 46 days ago

Filed Aug 13, 2026 · 2d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+24.2%

SPY

+27.3%

Annualised alpha

-2.0%

Max drawdown

−17.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

168 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.7%

+0.7 pts

Top 5

26.1%

+2.0 pts

Top 10

40.8%

+3.0 pts

HHI

261

Diversified+19

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	27.2%	$20,976,360	32
Unclassified	12.7%	$9,805,852	14
Communication Services	11.4%	$8,788,257	13
Financial Services	9.8%	$7,550,223	19
Healthcare	8.8%	$6,800,118	19
Industrials	7.8%	$6,051,176	23
Consumer Cyclical	7.5%	$5,815,780	16
Consumer Defensive	6.5%	$5,008,004	12
Basic Materials	3.5%	$2,675,739	11
Energy	2.8%	$2,126,236	5
Utilities	1.2%	$953,182	1
Real Estate	0.7%	$571,194	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GIS	General Mills Inc	+1,030	12,596	$438,340
MKC	Mccormick & Co Inc	+782	14,294	$720,703
ABT	Abbott Laboratories	+620	12,847	$1,165,736
NVDA	Nvidia Corp	+614	17,388	$3,479,164
DHR	Danaher Corp /De/	+369	7,864	$1,497,934
ADBE	Adobe Inc.	+357	1,574	$322,701
XYL	Xylem Inc.	+335	6,555	$774,866
ALC	Alcon Inc	+331	7,878	$528,613
ZTS	Zoetis Inc.	+295	5,198	$373,528
NOW	ServiceNow, Inc.	+240	4,330	$429,882
ADP	Automatic Data Processing Inc	+204	6,242	$1,397,895
BXP	BXP, Inc.	+174	8,577	$568,740
UPS	United Parcel Service Inc	+151	5,529	$594,367
ACN	Accenture plc	+147	6,100	$759,084
PG	PROCTER & GAMBLE Co	+145	7,078	$1,037,917
PYPL	PayPal Holdings, Inc.	+145	13,423	$579,605
NEE	Nextera Energy Inc	+108	10,860	$953,182
DIS	Walt Disney Co	+105	12,029	$1,157,791
MSFT	Microsoft Corp	+96	7,958	$2,968,493
TJX	Tjx Companies Inc /De/	+86	8,128	$1,231,392
AXP	American Express Co	+68	4,822	$1,631,041
BHP	BHP Group Ltd	+57	8,943	$745,041
ALLE	Allegion plc	+45	3,127	$439,312
EL	Estee Lauder Companies Inc	+37	6,912	$545,702
MCD	Mcdonalds Corp	+36	1,806	$488,179
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HON	Honeywell International Inc	−1,799	1,716	$384,212
GOOGL	Alphabet Inc.	−687	14,564	$5,147,574
CSCO	Cisco Systems, Inc.	−633	14,904	$1,750,623
AAPL	Apple Inc.	−544	14,567	$4,215,107
VZ	Verizon Communications Inc	−497	17,265	$731,000
NVS	Novartis AG	−465	7,091	$1,111,301
IBM	International Business Machines Corp	−404	415	$116,702
INTC	Intel Corp	−325	590	$82,381
SLB	Slb Limited/Nv	−273	15,226	$707,856
VEU	Vanguard FTSE All-World Ex-US ETF	−257	32,155	$2,692,981
XOM	ExxonMobil Holdings Corp	−215	6,751	$922,996
WFC	Wells Fargo & Company/Mn	−187	302	$24,957
WMT	Walmart Inc.	−184	7,910	$895,886
SBUX	Starbucks Corp	−180	6,259	$639,607
BIV	Vanguard Intermediate-Term Bond ETF	−170	150	$11,505
CNI	Canadian National Railway Co	−141	5,052	$602,400
UNP	Union Pacific Corp	−123	5,917	$1,609,424
AMZN	Amazon Com Inc	−99	13,778	$3,283,848
VEA	Vanguard FTSE Developed Markets ETF	−82	26,689	$1,901,591
JNJ	Johnson & Johnson	−79	5,371	$1,364,072
ECL	Ecolab Inc.	−77	4,828	$1,345,129
JBL	Jabil Inc	−65	550	$212,014
NTRS	Northern Trust Corp	−62	8,878	$1,543,351
RAL	Ralliant Corp	−50	21	$1,546
BABA	Alibaba Group Holding Ltd	−50	50	$4,799
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	1,716	$379,373
CRWD	CrowdStrike Holdings, Inc.	35	$26,709
DDOG	Datadog, Inc.	100	$26,036
DOCN	DigitalOcean Holdings, Inc.	119	$18,686
DY	Dycom Industries Inc	35	$17,695
NET	Cloudflare, Inc.	65	$15,943
LYV	Live Nation Entertainment, Inc.	80	$14,648
XYZ	Block, Inc.	172	$13,072
RCL	Royal Caribbean Cruises Ltd	39	$12,383
ROKU	Roku, Inc	68	$9,393
XOVR	EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF	350	$7,367
GFF	Griffon Corp	74	$7,217
CVGI	Commercial Vehicle Group, Inc.	1,290	$5,959
GPI	Group 1 Automotive Inc	19	$5,532
TWI	Titan International Inc	715	$5,512
OKTA	Okta, Inc.	33	$4,502
ALB	Albemarle Corp	30	$4,050
EXTR	Extreme Networks Inc	115	$3,722
BC	Brunswick Corp	30	$2,527
JMIA	Jumia Technologies AG	350	$2,467
DKNG	DraftKings Inc.	90	$2,273
SNAP	Snap Inc	480	$2,131
RIVN	Rivian Automotive, Inc. / DE	115	$1,995
TOST	Toast, Inc.	67	$1,863
NBBK	NB Bancorp, Inc.	85	$1,796
No positions match the current search.

Sold Out

Positions the filer fully exited

17 positions

Ticker	Company	Shares	Value
CW	Curtiss Wright Corp	32	$21,795
SO	Southern Co	148	$14,284
KMB	Kimberly Clark Corp	75	$7,235
PM	Philip Morris International Inc.	35	$5,786
QQQ	Invesco Qqq Trust, Series 1	10	$5,771
NOC	Northrop Grumman Corp /De/	5	$3,411
SAP	Sap SE	15	$2,568
NGG	National Grid PLC	25	$2,115
TMUS	T-Mobile US, Inc.	10	$2,100
DUK	Duke Energy CORP	15	$1,964
AIG	American International Group, Inc.	25	$1,881
GAP	Gap Inc	50	$1,210
UBER	Uber Technologies, Inc	15	$1,078
PAYX	Paychex Inc	10	$921
COF	Capital One Financial Corp	5	$912
KD	Kyndryl Holdings, Inc.	69	$905
MICC	Magnum Ice Cream Co N.V.	10	$149
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

168 tracked positions · $77,122,121 total · filing declares 240 positions · $116,464,953 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 168 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	14,564	-687	$5,147,574	+17.7%	6.67%
AAPL	Apple Inc. Technology	Reduced	14,567	-544	$4,215,107	+9.9%	5.47%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	13,159	-39	$3,988,756	+15.4%	5.17%
NVDA	Nvidia Corp Technology	Added	17,388	+614	$3,479,164	+18.9%	4.51%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	13,778	-99	$3,283,848	+13.6%	4.26%
MSFT	Microsoft Corp Technology	Added	7,958	+96	$2,968,493	+2.0%	3.85%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	32,155	-257	$2,692,981	+10.6%	3.49%
ASML	Asml Holding NV Technology	Reduced	1,014	-29	$2,017,292	+46.4%	2.62%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	26,689	-82	$1,901,591	+10.8%	2.47%
ADI	Analog Devices Inc Technology	Added	4,525	+7	$1,797,194	+25.0%	2.33%
CSCO	Cisco Systems, Inc. Technology	Reduced	14,904	-633	$1,750,623	+45.2%	2.27%
AXP	American Express Co Financial Services	Added	4,822	+68	$1,631,041	+13.4%	2.11%
UNP	Union Pacific Corp Industrials	Reduced	5,917	-123	$1,609,424	+9.8%	2.09%
CB	Chubb Ltd Financial Services	Added	4,636	+17	$1,579,670	+4.9%	2.05%
NTRS	Northern Trust Corp Financial Services	Reduced	8,878	-62	$1,543,351	+23.7%	2.00%
DHR	Danaher Corp /De/ Healthcare	Added	7,864	+369	$1,497,934	+5.4%	1.94%
ADP	Automatic Data Processing Inc Technology	Added	6,242	+204	$1,397,895	+13.9%	1.81%
JNJ	Johnson & Johnson Healthcare	Reduced	5,371	-79	$1,364,072	+2.4%	1.77%
ECL	Ecolab Inc. Basic Materials	Reduced	4,828	-77	$1,345,129	+3.1%	1.74%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	8,128	+86	$1,231,392	−4.1%	1.60%
ABT	Abbott Laboratories Healthcare	Added	12,847	+620	$1,165,736	−7.1%	1.51%
DIS	Walt Disney Co Communication Services	Added	12,029	+105	$1,157,791	+0.7%	1.50%
PEP	Pepsico Inc Consumer Defensive	Reduced	8,447	-19	$1,143,723	−13.0%	1.48%
META	Meta Platforms, Inc. Communication Services	Added	1,998	+24	$1,125,453	−0.3%	1.46%
NVS	Novartis AG Healthcare	Reduced	7,091	-465	$1,111,301	−3.7%	1.44%
TRV	Travelers Companies, Inc. Financial Services	Reduced	3,361	-25	$1,109,533	+12.3%	1.44%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	7,078	+145	$1,037,917	+3.6%	1.35%
RTX	RTX Corp Industrials	Added	5,207	+17	$987,924	−1.3%	1.28%
NEE	Nextera Energy Inc Utilities	Added	10,860	+108	$953,182	−4.6%	1.24%
XOM	ExxonMobil Holdings Corp Energy	Reduced	6,751	-215	$922,996	−21.9%	1.20%
WMT	Walmart Inc. Consumer Defensive	Reduced	7,910	-184	$895,886	−10.9%	1.16%
VIG	Vanguard Dividend Appreciation ETF	Reduced	3,717	-3	$879,516	+9.9%	1.14%
XYL	Xylem Inc. Industrials	Added	6,555	+335	$774,866	+4.2%	1.00%
ACN	Accenture plc Technology	Added	6,100	+147	$759,084	−35.7%	0.98%
BHP	BHP Group Ltd Basic Materials	Added	8,943	+57	$745,041	+15.3%	0.97%
VZ	Verizon Communications Inc Communication Services	Reduced	17,265	-497	$731,000	−18.0%	0.95%
MKC	Mccormick & Co Inc Consumer Defensive	Added	14,294	+782	$720,703	+5.7%	0.93%
SLB	Slb Limited/Nv Energy	Reduced	15,226	-273	$707,856	−11.1%	0.92%
CRM	Salesforce, Inc. Technology	Reduced	4,358	-23	$682,724	−16.5%	0.89%
BX	Blackstone Inc. Financial Services	Added	5,727	+35	$673,896	+3.0%	0.87%
PFE	Pfizer Inc Healthcare	Reduced	27,487	-27	$661,886	−14.3%	0.86%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	6,259	-180	$639,607	+10.9%	0.83%
CNI	Canadian National Railway Co Industrials	Reduced	5,052	-141	$602,400	+12.9%	0.78%
RCI	Rogers Communications Inc Communication Services	Added	18,350	+17	$596,375	−15.4%	0.77%
UPS	United Parcel Service Inc Industrials	Added	5,529	+151	$594,367	+12.3%	0.77%
PYPL	PayPal Holdings, Inc. Financial Services	Added	13,423	+145	$579,605	−3.5%	0.75%
BXP	BXP, Inc. Real Estate	Added	8,577	+174	$568,740	+30.4%	0.74%
NTR	Nutrien Ltd. Basic Materials	Reduced	9,018	-19	$567,683	−16.8%	0.74%
EL	Estee Lauder Companies Inc Consumer Defensive	Added	6,912	+37	$545,702	+10.6%	0.71%
ALC	Alcon Inc Healthcare	Added	7,878	+331	$528,613	−7.0%	0.69%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.