Minot DeBlois Advisors LLC
Sector Allocation
- Other41.8%$48.6M
- Technology23.4%$27.3M
- Financials6.5%$7.5M
- Healthcare5.9%$6.8M
- Industrials5.6%$6.5M
- Consumer Discretionary5.0%$5.8M
- Consumer Staples4.3%$5.0M
- Materials2.3%$2.7M
- Communication Services2.2%$2.5M
- Energy1.8%$2.1M
AUM History
13fpro.ai/research/fund/minot-deblois-advisors-llc-1475933
Conviction and streaks
Stable · top 10 = 43.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$9.4M
- VANGUARD$5.9M
- ISHARES$5.3M
GOOG
$5.0M- VANGUARD$4.9M
- ISHARES$4.6M
AAPL
$4.2M- VANGUARD$4.0M
NVDA
$3.5MAMZN
$3.3MMSFT
$3.0M- VANGUARD$2.7M
ASML
$2.0M- VANGUARD$1.9M
ADI
$1.8MCSCO
$1.8MAXP
$1.6MUNP
$1.6MCB
$1.6MNTRS
$1.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/minot-deblois-advisors-llc-1475933
Minot DeBlois Advisors LLC 13F holdings — Q2 2026
$116.5M portfolio (+5.7% QoQ) · 240 holdings · Q2 2026 13F · top 10 are 43% of the stock portfolio
- 1
VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS - ETF
$9.4M
8.1% of stocks
-5%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD INDEX FUNDS S&P 500 ETF USD - ETF
$5.9M
5.1% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES CORE MSCI EMERGING MARKETS ETF - ETF
$5.3M
4.5% of stocks
+0.1%This quarter—Since filed—HeldAIQuality—Est. buy— $5.0M
4.3% of stocks
-4%This quarter-8.7%Since filed7+ qtrsHeld- 5
VANGUARD SCOTTSDALE FDS INTER TERM TREAS - ETF
$4.9M
4.2% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TIPS BOND ETF - ETF
$4.6M
4.0% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— $4.2M
3.6% of stocks
-4%This quarter+12.7%Since filed7+ qtrsHeld- 8
VANGUARD SMALL-CAP INDEX FUND - ETF
$4.0M
3.4% of stocks
-0.3%This quarter—Since filed—HeldAIQuality—Est. buy— $3.5M
3.0% of stocks
+4%This quarter-4.1%Since filed7+ qtrsHeld$3.3M
2.8% of stocks
-0.7%This quarter-6.0%Since filed7+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS - ETF | $9.4M | 8.1% | -5% | — | — | — | — | |
| 2 | VANGUARD INDEX FUNDS S&P 500 ETF USD - ETF | $5.9M | 5.1% | -1% | — | — | — | — | |
| 3 | ISHARES CORE MSCI EMERGING MARKETS ETF - ETF | $5.3M | 4.5% | +0.1% | — | — | — | — | |
| 4 | $5.0M | 4.3% | -4% | -8.7% | 7+ qtrsTrimmed 6 qtrs in a row | 77.7#61 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | VANGUARD SCOTTSDALE FDS INTER TERM TREAS - ETF | $4.9M | 4.2% | -3% | — | — | — | — | |
| 6 | ISHARES TIPS BOND ETF - ETF | $4.6M | 4.0% | +7% | — | — | — | — | |
| 7 | $4.2M | 3.6% | -4% | +12.7% | 7+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | VANGUARD SMALL-CAP INDEX FUND - ETF | $4.0M | 3.4% | -0.3% | — | — | — | — | |
| 9 | $3.5M | 3.0% | +4% | -4.1% | 7+ qtrsAdded 3 qtrs in a row | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $3.3M | 2.8% | -0.7% | -6.0% | 7+ qtrs | 67.5#363 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Minot DeBlois Advisors LLC (Q2 2026)
240 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | MICROSOFT CORP | Technology | $3.0M | 2.5% | 7,958 | +1% | 7+ qtrsAdded 2 qtrs in a row | 79.8 | 13F | |
| 12 | — | VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US - ETFetf/fund | — | $2.7M | 2.3% | 32K | -0.8% | — | — | 13F |
| 13 | ASML HOLDING NVnote | Technology | $2.0M | 1.7% | 1,014 | -3% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | VANGUARD DEVELOPED MARKETS INDEX FUND ETF - ETFetf/fund | — | $1.9M | 1.6% | 27K | -0.3% | — | — | 13F |
| 15 | ANALOG DEVICES INC | Technology | $1.8M | 1.5% | 4,525 | +0.2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | CISCO SYSTEMS, INC. | Technology | $1.8M | 1.5% | 15K | -4% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | AMERICAN EXPRESS COnote | Financials | $1.6M | 1.4% | 4,822 | +1% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | UNION PACIFIC CORP | Industrials | $1.6M | 1.4% | 5,917 | -2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Chubb Ltd | Financials | $1.6M | 1.4% | 4,636 | +0.4% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | NORTHERN TRUST CORPnote | Financials | $1.5M | 1.3% | 8,878 | -0.7% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | DANAHER CORP /DE/ | Healthcare | $1.5M | 1.3% | 7,864 | +5% | 7+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | AUTOMATIC DATA PROCESSING INC | Technology | $1.4M | 1.2% | 6,242 | +3% | 7+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | VANGUARD INTL EQUITY INDEX FDS FTSE SMCAP ETF - ETFetf/fund | — | $1.4M | 1.2% | 8,905 | -0.9% | — | — | 13F |
| 24 | JOHNSON & JOHNSON | Healthcare | $1.4M | 1.2% | 5,371 | -1% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | ECOLAB INC. | Materials | $1.3M | 1.1% | 4,828 | -2% | 7+ qtrsTrimmed 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $1.2M | 1.1% | 8,128 | +1% | |||
| 27 | $ABT | ABBOTT LABORATORIES | Healthcare | $1.2M | 1.0% | 13K | +5% | |||
| 28 | $DIS | Walt Disney Co | Communication Services | $1.2M | 1.0% | 12K | +0.9% | |||
| 29 | $PEP | PEPSICO INC | Consumer Staples | $1.1M | 1.0% | 8,447 | -0.2% | |||
| 30 | $META | Meta Platforms, Inc. | Technology | $1.1M | 1.0% | 1,998 | +1% | |||
| 31 | $NVS | NOVARTIS AG | Healthcare | $1.1M | 0.9% | 7,091 | -6% | |||
| 32 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $1.1M | 0.9% | 3,361 | -0.7% | |||
| 33 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.0M | 0.9% | 7,078 | +2% | |||
| 34 | — | ROCHE HOLDINGS ADR - ADR | — | $998K | 0.9% | 19K | — | |||
| 35 | $RTX | RTX Corp | Industrials | $988K | 0.8% | 5,207 | +0.3% | |||
| 36 | $NEE | NEXTERA ENERGY INC | Utilities | $953K | 0.8% | 11K | +1% | |||
| 37 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $923K | 0.8% | 6,751 | -3% | |||
| 38 | — | NESTLE ADR - ADR | — | $921K | 0.8% | 8,969 | +0.1% | |||
| 39 | $WMT | Walmart Inc. | Consumer Staples | $896K | 0.8% | 7,910 | -2% | |||
| 40 | — | VANGUARD SPECIALIZED FUNDS DIV APP ETF - ETF | — | $879K | 0.8% | 3,717 | -0.1% | |||
| 41 | — | ISHARES TR GL CLEAN ENE ETF - ETF | — | $840K | 0.7% | 41K | -0.1% | |||
| 42 | $XYL | Xylem Inc. | Industrials | $775K | 0.7% | 6,555 | +5% | |||
| 43 | $ACN | Accenture plc | Technology | $759K | 0.7% | 6,100 | +2% | |||
| 44 | $BHP | BHP Group Ltd | Materials | $745K | 0.6% | 8,943 | +0.6% | |||
| 45 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $731K | 0.6% | 17K | -3% | |||
| 46 | $MKC | MCCORMICK & CO INC | Consumer Staples | $721K | 0.6% | 14K | +6% | |||
| 47 | $SLB | SLB LIMITED/NV | Energy | $708K | 0.6% | 15K | -2% | |||
| 48 | $CRM | Salesforce, Inc. | Technology | $683K | 0.6% | 4,358 | -0.5% | |||
| 49 | $BX | Blackstone Inc. | Financials | $674K | 0.6% | 5,727 | +0.6% | |||
| 50 | $PFE | PFIZER INC | Healthcare | $662K | 0.6% | 27K | -0.1% | |||
| 51 | — | LVMH MOET HENNESSY LOUIS VUITTON ADR - ADR | — | $647K | 0.6% | 5,853 | +0.5% | |||
| 52 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $640K | 0.6% | 6,259 | -3% | |||
| 53 | $CNI | CANADIAN NATIONAL RAILWAY CO | Industrials | $602K | 0.5% | 5,052 | -3% | |||
| 54 | $RCI | ROGERS COMMUNICATIONS INC | Communication Services | $596K | 0.5% | 18K | +0.1% | |||
| 55 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $594K | 0.5% | 5,529 | +3% | |||
| 56 | $PYPL | PayPal Holdings, Inc. | Financials | $580K | 0.5% | 13K | +1% | |||
| 57 | $BXP | BXP, Inc. | Real Estate | $569K | 0.5% | 8,577 | +2% | |||
| 58 | $NTR | Nutrien Ltd. | Materials | $568K | 0.5% | 9,018 | -0.2% | |||
| 59 | $META | Meta Platforms, Inc. | Technology | $546K | 0.5% | 7,013 | +0.1% | |||
| 60 | $EL | ESTEE LAUDER COMPANIES INC | Consumer Staples | $546K | 0.5% | 6,912 | +0.5% | |||
| 61 | $ALC | ALCON INC | Healthcare | $529K | 0.5% | 7,878 | +4% | |||
| 62 | — | VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS - ETF | — | $513K | 0.4% | 5,958 | +482% | |||
| 63 | — | ISHARES GLOBAL TECH ETF - ETF | — | $498K | 0.4% | 3,450 | — | |||
| 64 | $FTV | Fortive Corp | Industrials | $494K | 0.4% | 8,090 | -0.2% | |||
| 65 | $SHEL | Shell plc | Energy | $491K | 0.4% | 6,328 | +0.3% | |||
| 66 | $MCD | MCDONALDS CORP | Consumer Discretionary | $488K | 0.4% | 1,806 | +2% | |||
| 67 | $ALLE | Allegion plc | Industrials | $439K | 0.4% | 3,127 | +1% | |||
| 68 | $GIS | GENERAL MILLS INC | Consumer Staples | $438K | 0.4% | 13K | +9% | |||
| 69 | $NOW | ServiceNow, Inc. | Technology | $430K | 0.4% | 4,330 | +6% | |||
| 70 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $384K | 0.3% | 1,716 | -51% | |||
| 71 | $HONA | Honeywell Aerospace Inc. | Industrials | $379K | 0.3% | 1,716 | New | |||
| 72 | $ZTS | Zoetis Inc. | Healthcare | $374K | 0.3% | 5,198 | +6% | |||
| 73 | $ADBE | ADOBE INC. | Technology | $323K | 0.3% | 1,574 | +29% | |||
| 74 | — | ISHARES TR 0-3 MNTH TREASRY - ETF | — | $301K | 0.3% | 2,987 | — | |||
| 75 | — | ISHARES TRUST MSCI EMG MKTS ETF USD DIS - ETF | — | $280K | 0.2% | 4,100 | — | |||
| 76 | — | VANGUARD SCOTTSDALE FUNDS VANGUARD INTER-TERM CORP BD ETF - ETF | — | $248K | 0.2% | 3,000 | — | |||
| 77 | — | VANGUARD WORLD FD INF TECH ETF - ETF | — | $239K | 0.2% | 2,000 | +700% | |||
| 78 | $JBL | JABIL INC | Technology | $212K | 0.2% | 550 | -11% | |||
| 79 | — | ISHARES TR ISHARES BIOTECH - ETF | — | $162K | 0.1% | 850 | — | |||
| 80 | $GOOGL | Alphabet Inc. | Technology | $148K | 0.1% | 415 | -8% | |||
| 81 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $138K | 0.1% | 275 | -4% | |||
| 82 | — | VANGUARD S&P 500 VALUE INDEX FUND - ETF | — | $122K | 0.1% | 555 | — | |||
| 83 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $117K | 0.1% | 415 | -49% | |||
| 84 | $KO | COCA COLA CO | Consumer Staples | $116K | 0.1% | 1,425 | -2% | |||
| 85 | — | VOLVO(AB) SER B NPV ISIN #SE0000115446 SEDOL #B1QH830 - Equities | — | $114K | 0.1% | 3,350 | — | |||
| 86 | — | VANGUARD SHT-TERM INFLATION-PROTECTED SEC IDX - ETF | — | $103K | 0.1% | 2,041 | — | |||
| 87 | — | ISHARES TRUST CORE MSCI EAFE ETF - ETF | — | $90K | 0.1% | 935 | -2% | |||
| 88 | — | VANGUARD WORLD FD HEALTH CAR ETF - ETF | — | $89K | 0.1% | 299 | — | |||
| 89 | — | INVESCO EXCH TRD SLF IDX FD TR BLOOMBERG PRICIN - ETF | — | $89K | 0.1% | 1,000 | — | |||
| 90 | — | VANECK ETF TRUST MRNGSTR WDE MOAT - ETF | — | $88K | 0.1% | 850 | — | |||
| 91 | $SPY | SPDR S&P 500 ETF TRUST | — | $87K | 0.1% | 116 | — | |||
| 92 | $INTC | INTEL CORP | Technology | $82K | 0.1% | 590 | -36% | |||
| 93 | — | ISHARES RUSSELL 2000 ETF - ETF | — | $82K | 0.1% | 272 | — | |||
| 94 | $STT | STATE STREET CORP | Financials | $81K | 0.1% | 475 | — | |||
| 95 | — | VANGUARD WHITEHALL FDS HIGH DIV YLD - ETF | — | $79K | 0.1% | 499 | — | |||
| 96 | $GE | GENERAL ELECTRIC CO | Industrials | $75K | 0.1% | 200 | — | |||
| 97 | — | VANGUARD WORLD FD CONSUM STP ETF - ETF | — | $74K | 0.1% | 327 | — | |||
| 98 | $SWK | STANLEY BLACK & DECKER, INC. | Industrials | $71K | 0.1% | 750 | — | |||
| 99 | — | VANGUARD FD INDUSTRIAL ETF - ETF | — | $70K | 0.1% | 193 | — | |||
| 100 | — | ISHARES US FINANCIALS ETF - ETF | — | $68K | 0.1% | 534 | — | |||
| 101 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $67K | 0.1% | 190 | -7% | |||
| 102 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $67K | 0.1% | 400 | — | |||
| 103 | — | VANGUARD WORLD FD FINANCIALS ETF - ETF | — | $66K | 0.1% | 500 | — | |||
| 104 | $GEV | GE Vernova Inc. | Industrials | $65K | 0.1% | 55 | — | |||
| 105 | — | VANGUARD SMALL-CAP GROWTH INDEX FUND - ETF | — | $64K | 0.1% | 174 | — | |||
| 106 | — | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND - ETF | — | $63K | 0.1% | 736 | — | |||
| 107 | — | ISHARES TR MSCI USA MIN VOL - ETF | — | $59K | 0.1% | 608 | — | |||
| 108 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $57K | 0.1% | 1,000 | — | |||
| 109 | — | VANGUARD SCOTTSDALE FUNDS SHORT-TERM TREASURY ETF - ETF | — | $55K | 0.1% | 949 | — | |||
| 110 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $55K | 0.1% | 600 | — | |||
| 111 | — | VANGUARD WORLD FD CONSUM DIS ETF - ETF | — | $55K | 0.1% | 138 | — | |||
| 112 | — | AVANTIS US EQUITY ETF - ETF | — | $54K | 0.1% | 421 | — | |||
| 113 | — | SPDR INDEX SHARES FUNDS STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF - ETF | — | $50K | 0.0% | 750 | — | |||
| 114 | $ERIC | ERICSSON LM TELEPHONE CO | Technology | $49K | 0.0% | 4,350 | — | |||
| 115 | $AZO | AUTOZONE INC | Consumer Discretionary | $45K | 0.0% | 14 | — | |||
| 116 | $MRK | Merck & Co., Inc. | Healthcare | $42K | 0.0% | 323 | -3% | |||
| 117 | $NAD | Nuveen Quality Municipal Income Fund | Other | $36K | 0.0% | 3,000 | — | |||
| 118 | — | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 VALUE IDX FD ETF - ETF | — | $33K | 0.0% | 306 | — | |||
| 119 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $32K | 0.0% | 55 | -8% | |||
| 120 | $GSK | GSK plc | Healthcare | $31K | 0.0% | 600 | — | |||
| 121 | — | ISHARES CORE S&P MID-CAP ETF - ETF | — | $31K | 0.0% | 400 | — | |||
| 122 | $SJM | J M SMUCKER Co | Consumer Staples | $28K | 0.0% | 250 | — | |||
| 123 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $27K | 0.0% | 35 | New | |||
| 124 | — | ISHARES CORE S&P SMALL-CAP E - ETF | — | $27K | 0.0% | 180 | -17% | |||
| 125 | — | VANGUARD WORLD FD UTILITIES ETF - ETF | — | $27K | 0.0% | 136 | — | |||
| 126 | $DDOG | Datadog, Inc. | Technology | $26K | 0.0% | 100 | New | |||
| 127 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $26K | 0.0% | 28 | — | |||
| 128 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $25K | 0.0% | 302 | -38% | |||
| 129 | $MMM | 3M CO | Healthcare | $24K | 0.0% | 150 | — | |||
| 130 | — | ISHARES MSCI EAFE ETF - ETF | — | $21K | 0.0% | 205 | — | |||
| 131 | $NKE | NIKE, Inc. | Consumer Discretionary | $21K | 0.0% | 515 | — | |||
| 132 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $21K | 0.0% | 44 | — | |||
| 133 | $DOCN | DigitalOcean Holdings, Inc. | Technology | $19K | 0.0% | 119 | New | |||
| 134 | $DY | DYCOM INDUSTRIES INC | Energy | $18K | 0.0% | 35 | New | |||
| 135 | $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | Industrials | $17K | 0.0% | 125 | — | |||
| 136 | $NET | Cloudflare, Inc. | Technology | $16K | 0.0% | 65 | New | |||
| 137 | $LYV | Live Nation Entertainment, Inc. | Communication Services | $15K | 0.0% | 80 | New | |||
| 138 | — | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF - ETF | — | $13K | 0.0% | 36 | — | |||
| 139 | — | SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF | — | $13K | 0.0% | 70 | -7% | |||
| 140 | $XYZ | Block, Inc. | Technology | $13K | 0.0% | 172 | New | |||
| 141 | — | VANGUARD MUN BD FDS TAX EXEMPT BD - ETF | — | $13K | 0.0% | 250 | — | |||
| 142 | $RCL | ROYAL CARIBBEAN CRUISES LTD | Industrials | $12K | 0.0% | 39 | New | |||
| 143 | — | ISHARES GLOBAL ENERGY ETF - ETF | — | $12K | 0.0% | 250 | -29% | |||
| 144 | $PLTR | Palantir Technologies Inc. | Technology | $12K | 0.0% | 100 | — | |||
| 145 | — | VANGUARD BD INDEX FDS INTERMED TERM - ETF | — | $12K | 0.0% | 150 | -53% | |||
| 146 | — | ISHARES TR FUTU AI TECH ETF - ETF | — | $10K | 0.0% | 125 | — | |||
| 147 | $ROKU | ROKU, INC | Communication Services | $9K | 0.0% | 68 | New | |||
| 148 | — | VANGUARD REAL ESTATE ETF - ETF | — | $9K | 0.0% | 96 | +174% | |||
| 149 | $JPM | JPMORGAN CHASE & CO | Financials | $8K | 0.0% | 25 | -38% | |||
| 150 | — | THEMES ETF TR TRANS DEFEN ETF - ETF | — | $8K | 0.0% | 200 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 35 new, 40 added to, 68 trimmed, 20 sold out. Share-count changes; largest moves by dollar size first.
New positions (35)
$HONAHoneywell Aerospace Inc.$379K
first bought this quarter
$CRWDCrowdStrike Holdings, Inc.$27K
first bought this quarter
$DDOGDatadog, Inc.$26K
first bought this quarter
$DOCNDigitalOcean Holdings, Inc.$19K
first bought this quarter
$DYDYCOM INDUSTRIES INC$18K
first bought this quarter
$NETCloudflare, Inc.$16K
first bought this quarter
+29 more in the Excel export
Added to (40)
- VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS - ETF+482%
now $513K
- ISHARES TIPS BOND ETF - ETF+7%
now $4.6M
- VANGUARD WORLD FD INF TECH ETF - ETF+700%
now $239K
now $3.5M · held 7+ qtrs, 3 adds in a row
$ADBEADOBE INC.+29%
now $323K · held 7+ qtrs, 3 adds in a row
$DHRDANAHER CORP /DE/+5%
now $1.5M · held 7+ qtrs, 5 adds in a row
+34 more in the Excel export
Trimmed (68)
- VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS - ETF-5%
now $9.4M
$HONHONEYWELL INTERNATIONAL INC-51%
now $384K · held 7+ qtrs
now $5.0M · held 7+ qtrs, 6 trims in a row
now $4.2M · held 7+ qtrs
- VANGUARD SCOTTSDALE FDS INTER TERM TREAS - ETF-3%
now $4.9M
$IBMINTERNATIONAL BUSINESS MACHINES CORP-49%
now $117K · held 7+ qtrs, 2 trims in a row
+62 more in the Excel export
Holdings by quarter
Every 13F Minot DeBlois Advisors LLC has filed, 6 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Minot DeBlois Advisors's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-1.0%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 9% over the last 4
Top 10 weight
43%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Minot DeBlois Advisors LLC disclosed 240 positions worth $116.5M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 35 new positions and exited 20 — including a new stake in $HONA and a full exit from $CW. The portfolio is most concentrated in Other (41.8% of disclosed assets). All figures are sourced directly from Minot DeBlois Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1475933.
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AI-Powered Hedge Fund Analysis: Minot DeBlois Advisors LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Minot DeBlois Advisors LLC (SEC CIK: 1475933), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Minot DeBlois Advisors LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.