Minot DeBlois Advisors LLC

CIK

1475933

Location

Boston, MA

Portfolio Value

Small $113,781,498

Diversification

Diversified

Filing Date

Global Rank

#8,113 / 8,794 ▼ 282 · as of Jun 2026

Top Industry

Internet Content & Information 9.3%

Period ended 3 months ago

Filed Aug 13, 2026 · 53d

7 quarters · since Dec 2024

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

12.9%

−3.0 pts

Top 5

40.9%

+3.4 pts

Top 10

54.8%

+5.0 pts

HHI

478

Diversified+7

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	40.8%	$46,465,172	32
Technology	18.4%	$20,976,360	32
Communication Services	7.7%	$8,788,257	13
Financial Services	6.6%	$7,550,223	19
Healthcare	6.0%	$6,800,118	19
Industrials	5.3%	$6,051,176	23
Consumer Cyclical	5.1%	$5,815,837	17
Consumer Defensive	4.4%	$5,008,004	12
Basic Materials	2.4%	$2,675,739	11
Energy	1.9%	$2,126,236	5
Utilities	0.8%	$953,182	1
Real Estate	0.5%	$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
VB	Vanguard Morningstar Small-Cap ETF	+4,788	27,968	$10,513,655
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+2,728	157,432	$11,976,679
EDV	Vanguard World Funds Extended Duration ETF	+1,750	3,593	$618,882
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
VIG	Vanguard Dividend Appreciation ETF	+58	3,813	$888,773
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BNDW	Vanguard Total World Bond ETF	−8,317	206,879	$14,677,316
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
VEU	Vanguard FTSE All-World Ex-US ETF	−334	41,075	$4,068,668
INTC	Intel Corp	−325	590	$82,381
SLB	Slb Limited/Nv	−273	15,226	$707,856
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	−164	7,163	$557,887
CNI	Canadian National Railway Co	−141	5,052	$602,400
UNP	Union Pacific Corp	−123	5,917	$1,609,424
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−105	105	$15,194
AMZN	Amazon Com Inc	−99	13,778	$3,283,848
VEA	Vanguard FTSE Developed Markets ETF	−82	26,689	$1,901,591
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	−80	605	$128,538
JNJ	Johnson & Johnson	−79	5,371	$1,364,072
ECL	Ecolab Inc.	−77	4,828	$1,345,129
FBCG	Fidelity Blue Chip Growth ETF	−77	35	$3,486
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

18 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
—		15	$1,229
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

187 tracked positions · $113,781,498 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 187 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BNDW	Vanguard Total World Bond ETF	Reduced	206,879	-8,317	$14,677,316	−4.5%	12.90%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	157,432	+2,728	$11,976,679	—	10.53%
VB	Vanguard Morningstar Small-Cap ETF	Added	27,968	+4,788	$10,513,655	+19.2%	9.24%
GOOGL	Alphabet Inc. Communication Services	Reduced	14,564	-687	$5,147,574	+17.7%	4.52%
AAPL	Apple Inc. Technology	Reduced	14,567	-544	$4,215,107	+9.9%	3.70%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	41,075	-334	$4,068,668	+8.6%	3.58%
NVDA	Nvidia Corp Technology	Added	17,388	+614	$3,479,164	+18.9%	3.06%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	13,778	-99	$3,283,848	+13.6%	2.89%
MSFT	Microsoft Corp Technology	Added	7,958	+96	$2,968,493	+2.0%	2.61%
ASML	Asml Holding NV Technology	Reduced	1,014	-29	$2,017,292	+46.4%	1.77%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	26,689	-82	$1,901,591	+10.8%	1.67%
ADI	Analog Devices Inc Technology	Added	4,525	+7	$1,797,194	+25.0%	1.58%
CSCO	Cisco Systems, Inc. Technology	Reduced	14,904	-633	$1,750,623	+45.2%	1.54%
AXP	American Express Co Financial Services	Added	4,822	+68	$1,631,041	+13.4%	1.43%
UNP	Union Pacific Corp Industrials	Reduced	5,917	-123	$1,609,424	+9.8%	1.41%
CB	Chubb Ltd Financial Services	Added	4,636	+17	$1,579,670	+4.9%	1.39%
NTRS	Northern Trust Corp Financial Services	Reduced	8,878	-62	$1,543,351	+23.7%	1.36%
DHR	Danaher Corp /De/ Healthcare	Added	7,864	+369	$1,497,934	+5.4%	1.32%
ADP	Automatic Data Processing Inc Technology	Added	6,242	+204	$1,397,895	+13.9%	1.23%
JNJ	Johnson & Johnson Healthcare	Reduced	5,371	-79	$1,364,072	+2.4%	1.20%
ECL	Ecolab Inc. Basic Materials	Reduced	4,828	-77	$1,345,129	+3.1%	1.18%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	8,128	+86	$1,231,392	−4.1%	1.08%
ABT	Abbott Laboratories Healthcare	Added	12,847	+620	$1,165,736	−7.1%	1.02%
DIS	Walt Disney Co Communication Services	Added	12,029	+105	$1,157,791	+0.7%	1.02%
PEP	Pepsico Inc Consumer Defensive	Reduced	8,447	-19	$1,143,723	−13.0%	1.01%
META	Meta Platforms, Inc. Communication Services	Added	1,998	+24	$1,125,453	−0.3%	0.99%
NVS	Novartis AG Healthcare	Reduced	7,091	-465	$1,111,301	−3.7%	0.98%
TRV	Travelers Companies, Inc. Financial Services	Reduced	3,361	-25	$1,109,533	+12.3%	0.98%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	7,078	+145	$1,037,917	+3.6%	0.91%
RTX	RTX Corp Industrials	Added	5,207	+17	$987,924	−1.3%	0.87%
NEE	Nextera Energy Inc Utilities	Added	10,860	+108	$953,182	−4.6%	0.84%
XOM	ExxonMobil Holdings Corp Energy	Reduced	6,751	-215	$922,996	−21.9%	0.81%
WMT	Walmart Inc. Consumer Defensive	Reduced	7,910	-184	$895,886	−10.9%	0.79%
VIG	Vanguard Dividend Appreciation ETF	Added	3,813	+58	$888,773	+10.7%	0.78%
XYL	Xylem Inc. Industrials	Added	6,555	+335	$774,866	+4.2%	0.68%
ACN	Accenture plc Technology	Added	6,100	+147	$759,084	−35.7%	0.67%
BHP	BHP Group Ltd Basic Materials	Added	8,943	+57	$745,041	+15.3%	0.65%
VZ	Verizon Communications Inc Communication Services	Reduced	17,265	-497	$731,000	−18.0%	0.64%
MKC	Mccormick & Co Inc Consumer Defensive	Added	14,294	+782	$720,703	+5.7%	0.63%
SLB	Slb Limited/Nv Energy	Reduced	15,226	-273	$707,856	−11.1%	0.62%
CRM	Salesforce, Inc. Technology	Reduced	4,358	-23	$682,724	−16.5%	0.60%
BX	Blackstone Inc. Financial Services	Added	5,727	+35	$673,896	+3.0%	0.59%
PFE	Pfizer Inc Healthcare	Reduced	27,487	-27	$661,886	−14.3%	0.58%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	6,259	-180	$639,607	+10.9%	0.56%
EDV	Vanguard World Funds Extended Duration ETF	Added	3,593	+1,750	$618,882	+65.6%	0.54%
CNI	Canadian National Railway Co Industrials	Reduced	5,052	-141	$602,400	+12.9%	0.53%
RCI	Rogers Communications Inc Communication Services	Added	18,350	+17	$596,375	−15.4%	0.52%
UPS	United Parcel Service Inc Industrials	Added	5,529	+151	$594,367	+12.3%	0.52%
PYPL	PayPal Holdings, Inc. Financial Services	Added	13,423	+145	$579,605	−3.5%	0.51%
BXP	BXP, Inc. Real Estate	Added	8,577	+174	$568,740	+30.4%	0.50%

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.