Minot DeBlois Advisors LLC

CIK

1475933

Location

Boston, MA

Portfolio Value

Micro $59,794,969

Diversification

Diversified

Filing Date

Global Rank

#6,246 / 8,232 ▲ 203

Top Industry

Semiconductors 7.4%

3Y Alpha vs SPY

-8.6%

Period ended 2 months ago

Filed May 8, 2026 · 37d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+11.5%

SPY

+23.4%

Annualised alpha

-8.6%

Max drawdown

−17.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

145 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.4%

−0.0 pts

Top 5

23.5%

−1.6 pts

Top 10

35.5%

−2.0 pts

HHI

244

Diversified−12

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.1%	$18,620,551	28
Healthcare	12.0%	$7,182,923	18
Financial Services	11.5%	$6,859,347	20
Industrials	9.6%	$5,734,769	19
Consumer Cyclical	9.1%	$5,458,967	10
Consumer Defensive	8.6%	$5,154,566	14
Communication Services	6.7%	$4,012,810	11
Basic Materials	4.4%	$2,649,531	8
Energy	4.3%	$2,571,594	5
Utilities	1.7%	$1,017,008	4
Real Estate	0.7%	$438,703	2
Unclassified	0.2%	$94,200	6

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GIS	General Mills Inc	+1,533	11,566	$430,486
PYPL	PayPal Holdings, Inc.	+1,156	13,278	$600,563
NVDA	Nvidia Corp	+730	16,774	$2,925,385
ADBE	Adobe Inc.	+684	1,217	$295,828
PFE	Pfizer Inc	+668	27,514	$772,593
MKC	Mccormick & Co Inc	+591	13,512	$681,545
GSK	GSK plc	+520	600	$33,114
AAPL	Apple Inc.	+520	15,111	$3,835,020
BXP	BXP, Inc.	+501	8,403	$436,115
PG	PROCTER & GAMBLE Co	+486	6,933	$1,001,402
ZTS	Zoetis Inc.	+458	4,903	$579,583
XYL	Xylem Inc.	+423	6,220	$743,290
TJX	Tjx Companies Inc /De/	+380	8,042	$1,284,307
ALC	Alcon Inc	+375	7,547	$568,666
ADP	Automatic Data Processing Inc	+373	6,038	$1,226,800
NOW	ServiceNow, Inc.	+355	4,090	$427,609
BHP	BHP Group Ltd	+343	8,886	$646,367
MSFT	Microsoft Corp	+337	7,862	$2,910,276
AMZN	Amazon Com Inc	+321	13,877	$2,890,162
WFC	Wells Fargo & Company/Mn	+302	489	$38,929
ABT	Abbott Laboratories	+276	12,227	$1,255,346
UPS	United Parcel Service Inc	+263	5,378	$529,087
NEE	Nextera Energy Inc	+249	10,752	$998,645
BX	Blackstone Inc.	+246	5,692	$654,523
DHR	Danaher Corp /De/	+245	7,495	$1,421,052
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
INTC	Intel Corp	−2,832	915	$40,378
VZ	Verizon Communications Inc	−869	17,762	$891,652
NTRS	Northern Trust Corp	−511	8,940	$1,247,755
WMT	Walmart Inc.	−431	8,094	$1,005,922
NVS	Novartis AG	−409	7,556	$1,154,179
ECL	Ecolab Inc.	−382	4,905	$1,304,828
XOM	Exxon Mobil Corp	−377	6,966	$1,181,851
SOLS	Solstice Advanced Materials Inc.	−340	11	$837
JNJ	Johnson & Johnson	−330	5,450	$1,332,198
EL	Estee Lauder Companies Inc	−255	6,875	$493,418
CSCO	Cisco Systems, Inc.	−230	15,537	$1,205,515
ASML	Asml Holding NV	−181	1,043	$1,377,625
SCHW	Schwab Charles Corp	−160	35	$3,289
IBM	International Business Machines Corp	−100	819	$198,517
GLDM	World Gold Trust	−75	75	$6,951
CMCSA	Comcast Corp	−50	35	$1,004
NFLX	Netflix Inc	−50	29	$2,788
AMTM	Amentum Holdings, Inc.	−46	8	$208
CLX	Clorox Co /De/	−35	5	$518
UBER	Uber Technologies, Inc	−30	15	$1,078
ORCL	Oracle Corp	−30	35	$5,148
J	Jacobs Solutions Inc.	−26	50	$6,364
GM	General Motors Co	−25	25	$1,862
NGG	National Grid PLC	−25	25	$2,115
WMB	Williams Companies, Inc.	−25	75	$5,458
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
SPY	Spdr S&P 500 ETF Trust	116	$75,439
AZO	Autozone Inc	14	$47,288
TSM	Taiwan Semiconductor Manufacturing Co Ltd	44	$14,869
SO	Southern Co	148	$14,284
AZN	Astrazeneca PLC	37	$7,297
VSNT	Versant Media Group, Inc.	3	$111
No positions match the current search.

Sold Out

Positions the filer fully exited

17 positions

Ticker	Company	Shares	Value
CVS	CVS HEALTH Corp	119	$9,443
INTU	Intuit Inc.	10	$6,624
USB	US Bancorp De	100	$5,336
DEO	Diageo PLC	60	$5,176
AVB	Avalonbay Communities Inc	25	$4,532
MRVL	Marvell Technology, Inc.	50	$4,249
APD	Air Products & Chemicals, Inc.	15	$3,705
EMR	Emerson Electric Co	25	$3,318
CDNS	Cadence Design Systems Inc	10	$3,125
UL	Unilever PLC	44	$2,877
MSCI	MSCI Inc.	5	$2,868
KMI	Kinder Morgan, Inc.	100	$2,749
CMG	Chipotle Mexican Grill Inc	50	$1,850
TTE	TotalEnergies SE	25	$1,635
ADSK	Autodesk, Inc.	5	$1,480
HLN	Haleon plc	100	$1,011
EQT	EQT Corp	15	$804
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

145 positions · $59,794,969 total · as of Mar 31, 2026

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

Showing 1–50 of 145 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	15,111	+520	$3,835,020	−3.3%	6.41%
NVDA	Nvidia Corp Technology	Added	16,774	+730	$2,925,385	−2.2%	4.89%
MSFT	Microsoft Corp Technology	Added	7,862	+337	$2,910,276	−20.0%	4.87%
AMZN	Amazon Com Inc Consumer Cyclical	Added	13,877	+321	$2,890,162	−7.6%	4.83%
CB	Chubb Ltd Financial Services	Added	4,619	+15	$1,505,470	+4.8%	2.52%
UNP	Union Pacific Corp Industrials	Reduced	6,040	-19	$1,465,424	+4.6%	2.45%
AXP	American Express Co Financial Services	Added	4,754	+8	$1,437,989	−18.1%	2.40%
ADI	Analog Devices Inc Technology	Added	4,518	+74	$1,437,356	+19.3%	2.40%
DHR	Danaher Corp /De/ Healthcare	Added	7,495	+245	$1,421,052	−14.4%	2.38%
ASML	Asml Holding NV Technology	Reduced	1,043	-181	$1,377,625	+5.2%	2.30%
JNJ	Johnson & Johnson Healthcare	Reduced	5,450	-330	$1,332,198	+11.4%	2.23%
PEP	Pepsico Inc Consumer Defensive	Added	8,466	+42	$1,314,685	+8.7%	2.20%
ECL	Ecolab Inc. Basic Materials	Reduced	4,905	-382	$1,304,828	−6.0%	2.18%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	8,042	+380	$1,284,307	+9.1%	2.15%
ABT	Abbott Laboratories Healthcare	Added	12,227	+276	$1,255,346	−16.2%	2.10%
NTRS	Northern Trust Corp Financial Services	Reduced	8,940	-511	$1,247,755	−3.3%	2.09%
ADP	Automatic Data Processing Inc Technology	Added	6,038	+373	$1,226,800	−15.8%	2.05%
CSCO	Cisco Systems, Inc. Technology	Reduced	15,537	-230	$1,205,515	−0.7%	2.02%
XOM	Exxon Mobil Corp Energy	Reduced	6,966	-377	$1,181,851	+33.7%	1.98%
ACN	Accenture plc Technology	Added	5,953	+139	$1,180,420	−24.3%	1.97%
NVS	Novartis AG Healthcare	Reduced	7,556	-409	$1,154,179	+5.1%	1.93%
DIS	Walt Disney Co Communication Services	Added	11,924	+211	$1,149,235	−13.8%	1.92%
META	Meta Platforms, Inc. Communication Services	Reduced	1,974	-2	$1,129,384	−13.4%	1.89%
WMT	Walmart Inc. Consumer Defensive	Reduced	8,094	-431	$1,005,922	+5.9%	1.68%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	6,933	+486	$1,001,402	+8.4%	1.67%
RTX	RTX Corp Industrials	Reduced	5,190	-20	$1,001,151	+4.8%	1.67%
NEE	Nextera Energy Inc Utilities	Added	10,752	+249	$998,645	+18.4%	1.67%
TRV	Travelers Companies, Inc. Financial Services	Added	3,386	+28	$987,628	+1.4%	1.65%
VZ	Verizon Communications Inc Communication Services	Reduced	17,762	-869	$891,652	+17.5%	1.49%
CRM	Salesforce, Inc. Technology	Added	4,381	+110	$817,801	−27.7%	1.37%
SLB	Slb Limited/Nv Energy	Added	15,499	+201	$796,493	+35.7%	1.33%
HON	Honeywell International Inc Industrials	Reduced	3,515	-2	$794,495	+15.8%	1.33%
PFE	Pfizer Inc Healthcare	Added	27,514	+668	$772,593	+15.6%	1.29%
XYL	Xylem Inc. Industrials	Added	6,220	+423	$743,290	−5.8%	1.24%
RCI	Rogers Communications Inc Communication Services	Added	18,333	+161	$704,903	+2.8%	1.18%
NTR	Nutrien Ltd. Basic Materials	Added	9,037	+5	$681,932	+22.3%	1.14%
MKC	Mccormick & Co Inc Consumer Defensive	Added	13,512	+591	$681,545	−22.6%	1.14%
BX	Blackstone Inc. Financial Services	Added	5,692	+246	$654,523	−22.0%	1.09%
BHP	BHP Group Ltd Basic Materials	Added	8,886	+343	$646,367	+25.3%	1.08%
PYPL	PayPal Holdings, Inc. Financial Services	Added	13,278	+1,156	$600,563	−15.1%	1.00%
SHEL	Shell plc Energy	Added	6,307	+53	$586,551	+27.6%	0.98%
ZTS	Zoetis Inc. Healthcare	Added	4,903	+458	$579,583	+3.6%	0.97%
SBUX	Starbucks Corp Consumer Cyclical	Added	6,439	+24	$576,870	+6.8%	0.96%
ALC	Alcon Inc Healthcare	Added	7,547	+375	$568,666	+0.6%	0.95%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,770	+55	$550,098	+4.9%	0.92%
CNI	Canadian National Railway Co Industrials	Added	5,193	+61	$533,684	+5.2%	0.89%
UPS	United Parcel Service Inc Industrials	Added	5,378	+263	$529,087	+4.3%	0.88%
EL	Estee Lauder Companies Inc Consumer Defensive	Reduced	6,875	-255	$493,418	−33.9%	0.83%
FTV	Fortive Corp Technology	Added	8,105	+152	$448,044	+2.0%	0.75%
ALLE	Allegion plc Industrials	Added	3,082	+75	$447,783	−6.5%	0.75%