Minot DeBlois Advisors LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1475933
Institutional-grade research for retail investors
13F Reported Value
ⓘ$110.2M
Holdings
226
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Minot DeBlois Advisors LLC disclosed 226 positions worth $110.2M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 20 new positions and exited 19 and a full exit from $CVS. The portfolio is most concentrated in Other (41.5% of disclosed assets). All figures are sourced directly from Minot DeBlois Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1475933.
AI Fund Analysis
DiversifyingVANGUARD SCOTTSDALE FDS V
9.0% weight
Held 6 quarters
VANGUARD INDEX FUNDS S&P 5
4.7% weight
Held 6 quarters
VANGUARD SCOTTSDALE FDS IN
4.6% weight
Held 6 quarters
ISHARES CORE MSCI EMERGING
4.0% weight
Held 6 quarters
ISHARES TIPS BOND ETF
3.9% weight
Held 6 quarters
ISHARES TIPS BOND ETF
5 quarters accumulating
$ADI5 quarters accumulating
ISHARES TR GL CLEAN ENE ET
5 quarters accumulating
$ZTS5 quarters accumulating
$ALC5 quarters accumulating
Sector Allocation
OtherTechnologyIndustrialsFinancialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS
—Quality
$9.9M125,354 shVANGUARD INDEX FUNDS S&P 500 ETF USD
—Quality
$5.2M8,748 shVANGUARD SCOTTSDALE FDS INTER TERM TREAS
—Quality
$5.1M85,587 shISHARES CORE MSCI EMERGING MARKETS ETF
—Quality
$4.5M63,933 shISHARES TIPS BOND ETF
—Quality
$4.3M39,231 sh- 80.2
Quality
$4.2M14,801 sh - 76.1
Quality
$3.8M15,111 sh VANGUARD SMALL-CAP INDEX FUND
—Quality
$3.5M13,198 sh- 90.2
Quality
$2.9M16,774 sh - 83.7
Quality
$2.9M7,862 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS | — | $9.9M | 125,354 |
| VANGUARD INDEX FUNDS S&P 500 ETF USD | — | $5.2M | 8,748 |
| VANGUARD SCOTTSDALE FDS INTER TERM TREAS | — | $5.1M | 85,587 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | — | $4.5M | 63,933 |
| ISHARES TIPS BOND ETF | — | $4.3M | 39,231 |
 Alphabet Inc.$GOOGL | 80.2 | $4.2M | 14,801 |
 Apple Inc.$AAPL | 76.1 | $3.8M | 15,111 |
| VANGUARD SMALL-CAP INDEX FUND | — | $3.5M | 13,198 |
 NVIDIA CORP$NVDA | 90.2 | $2.9M | 16,774 |
 MICROSOFT CORP$MSFT | 83.7 | $2.9M | 7,862 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Minot DeBlois Advisors LLC's 226 positions.
Showing top 10 of 226 holdings.
Sector Allocation
Other
$45.7M
Technology
$23.4M
Industrials
$8.4M
Financials
$6.8M
Consumer Discretionary
$6.5M
Healthcare
$5.8M
Consumer Staples
$4.1M
Communication Services
$2.8M
Full Holdings — Minot DeBlois Advisors LLC (Q1 2026)
All 226 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS | $9.9M | 9.0% | -1% | — |
| 2 | — | VANGUARD INDEX FUNDS S&P 500 ETF USD | $5.2M | 4.7% | +26% | — |
| 3 | — | VANGUARD SCOTTSDALE FDS INTER TERM TREAS | $5.1M | 4.6% | -13% | — |
| 4 | — | ISHARES CORE MSCI EMERGING MARKETS ETF | $4.5M | 4.0% | -1% | — |
| 5 | — | ISHARES TIPS BOND ETF | $4.3M | 3.9% | +4% | — |
| 6 | $GOOGL | Alphabet Inc. | $4.2M | 3.9% | -8% | 80.2 |
| 7 | $AAPL | Apple Inc. | $3.8M | 3.5% | +4% | 76.1 |
| 8 | — | VANGUARD SMALL-CAP INDEX FUND | $3.5M | 3.1% | -1% | — |
| 9 | $NVDA | NVIDIA CORP | $2.9M | 2.6% | +5% | 90.2 |
| 10 | $MSFT | MICROSOFT CORP | $2.9M | 2.6% | +4% | 83.7 |
| 11 |  $AMZN | AMAZON COM INC | $2.9M | 2.6% | +2% | 74.6 |
| 12 | — | VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US | $2.4M | 2.2% | -1% | — |
| 13 | — | VANGUARD DEVELOPED MARKETS INDEX FUND ETF | $1.7M | 1.6% | +2% | — |
| 14 |  $CB | Chubb Ltd | $1.5M | 1.4% | +0% | — |
| 15 |  $UNP | UNION PACIFIC CORP | $1.5M | 1.3% | -0% | 74 |
| 16 |  $AXP | AMERICAN EXPRESS CO | $1.4M | 1.3% | +0% | 73.2 |
| 17 | $ADI | ANALOG DEVICES INC | $1.4M | 1.3% | +2% | 76.2 |
| 18 |  $DHR | DANAHER CORP /DE/ | $1.4M | 1.3% | +3% | 63.9 |
| 19 |  $ASML | ASML HOLDING NV | $1.4M | 1.3% | -15% | — |
| 20 |  $JNJ | JOHNSON & JOHNSON | $1.3M | 1.2% | -6% | 72.8 |
| 21 |  $PEP | PEPSICO INC | $1.3M | 1.2% | +0% | 62.7 |
| 22 | — | VANGUARD INTL EQUITY INDEX FDS FTSE SMCAP ETF | $1.3M | 1.2% | +1% | — |
| 23 |  $ECL | ECOLAB INC. | $1.3M | 1.2% | -7% | 64.3 |
| 24 |  $TJX | TJX COMPANIES INC /DE/ | $1.3M | 1.2% | +5% | 70.7 |
| 25 |  $ABT | ABBOTT LABORATORIES | $1.3M | 1.1% | +2% | 67 |
| 26 |  $NTRS | NORTHERN TRUST CORP | $1.2M | 1.1% | -5% | 71.8 |
| 27 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.2M | 1.1% | +7% | 77.9 |
| 28 |  $CSCO | CISCO SYSTEMS, INC. | $1.2M | 1.1% | -1% | 72.3 |
| 29 |  $XOM | EXXON MOBIL CORP | $1.2M | 1.1% | -5% | 61.8 |
| 30 |  $ACN | Accenture plc | $1.2M | 1.1% | +2% | — |
| 31 |  $NVS | NOVARTIS AG | $1.2M | 1.1% | -5% | — |
| 32 |  $DIS | Walt Disney Co | $1.1M | 1.0% | +2% | 68.9 |
| 33 |  $META | Meta Platforms, Inc. | $1.1M | 1.0% | -0% | 80.9 |
| 34 |  $WMT | Walmart Inc. | $1.0M | 0.9% | -5% | 63.2 |
| 35 |  $PG | PROCTER & GAMBLE Co | $1.0M | 0.9% | +8% | 72.9 |
| 36 |  $RTX | RTX Corp | $1.0M | 0.9% | -0% | 70 |
| 37 |  $NEE | NEXTERA ENERGY INC | $998,627 | 0.9% | +2% | 71.7 |
| 38 |  $TRV | TRAVELERS COMPANIES, INC. | $987,666 | 0.9% | +1% | 71.5 |
| 39 | — | ROCHE HOLDINGS ADR | $966,164 | 0.9% | -4% | — |
| 40 |  $VZ | VERIZON COMMUNICATIONS INC | $891,667 | 0.8% | -5% | 71.6 |
| 41 | — | NESTLE ADR | $887,639 | 0.8% | +0% | — |
| 42 |  $CRM | Salesforce, Inc. | $817,727 | 0.7% | +3% | 75.2 |
| 43 | — | VANGUARD SPECIALIZED FUNDS DIV APP ETF | $800,081 | 0.7% | +19% | — |
| 44 |  $SLB | SLB LIMITED/NV | $796,495 | 0.7% | +1% | 63.2 |
| 45 |  $HON | HONEYWELL INTERNATIONAL INC | $794,464 | 0.7% | -0% | 65.7 |
| 46 |  $PFE | PFIZER INC | $772,583 | 0.7% | +2% | 69 |
| 47 | — | ISHARES TR GL CLEAN ENE ETF | $750,522 | 0.7% | +5% | — |
| 48 |  $XYL | Xylem Inc. | $743,283 | 0.7% | +7% | 65.6 |
| 49 |  $RCI | ROGERS COMMUNICATIONS INC | $704,910 | 0.6% | +1% | — |
| 50 |  $NTR | Nutrien Ltd. | $681,949 | 0.6% | +0% | — |
| 51 |  $MKC | MCCORMICK & CO INC | $681,538 | 0.6% | +5% | 73.7 |
| 52 |  $BX | Blackstone Inc. | $654,554 | 0.6% | +5% | 68 |
| 53 |  $BHP | BHP Group Ltd | $646,387 | 0.6% | +4% | — |
| 54 | — | LVMH MOET HENNESSY LOUIS VUITTON ADR | $635,886 | 0.6% | +1% | — |
| 55 |  $PYPL | PayPal Holdings, Inc. | $600,553 | 0.5% | +10% | 70.5 |
| 56 |  $SHEL | Shell plc | $586,553 | 0.5% | +1% | — |
| 57 | $ZTS | Zoetis Inc. | $579,560 | 0.5% | +10% | 72.6 |
| 58 |  $SBUX | STARBUCKS CORP | $576,836 | 0.5% | +0% | 54.6 |
| 59 | $ALC | ALCON INC | $568,694 | 0.5% | +5% | — |
| 60 |  $MCD | MCDONALDS CORP | $550,190 | 0.5% | +3% | 73.9 |
| 61 | $META | Meta Platforms, Inc. | $549,388 | 0.5% | -9% | 80.9 |
| 62 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $533,662 | 0.5% | +1% | — |
| 63 |  $UPS | UNITED PARCEL SERVICE INC | $529,121 | 0.5% | +5% | 58.2 |
| 64 |  $EL | ESTEE LAUDER COMPANIES INC | $493,407 | 0.5% | -4% | 52.5 |
| 65 |  $FTV | Fortive Corp | $448,058 | 0.4% | +2% | 55.9 |
| 66 |  $ALLE | Allegion plc | $447,750 | 0.4% | +2% | — |
| 67 | — | VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | $447,141 | 0.4% | +0% | — |
| 68 |  $BXP | BXP, Inc. | $436,131 | 0.4% | +6% | 50.9 |
| 69 |  $GIS | GENERAL MILLS INC | $430,485 | 0.4% | +15% | 64.1 |
| 70 |  $NOW | ServiceNow, Inc. | $427,610 | 0.4% | +10% | 76 |
| 71 | — | ISHARES GLOBAL TECH ETF | $344,896 | 0.3% | +0% | — |
| 72 | — | ISHARES TR 0-3 MNTH TREASRY | $300,700 | 0.3% | NEW | — |
| 73 |  $ADBE | ADOBE INC. | $295,828 | 0.3% | +128% | 80.4 |
| 74 | — | VANGUARD SCOTTSDALE FUNDS VANGUARD INTER-TERM CORP BD ETF | $248,250 | 0.2% | +3% | — |
| 75 | — | ISHARES TRUST MSCI EMG MKTS ETF USD DIS | $232,839 | 0.2% | +0% | — |
| 76 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $198,580 | 0.2% | -11% | 66.7 |
| 77 | — | VANGUARD WORLD FD INF TECH ETF | $174,430 | 0.2% | NEW | — |
| 78 |  $JBL | JABIL INC | $163,362 | 0.1% | -3% | 51.9 |
| 79 | — | ISHARES TR ISHARES BIOTECH | $143,522 | 0.1% | -17% | — |
| 80 |  $BRK.B | BERKSHIRE HATHAWAY INC | $136,572 | 0.1% | -2% | 64.5 |
| 81 |  $GOOG | Alphabet Inc. | $129,313 | 0.1% | +5% | 80.2 |
| 82 | — | VANGUARD S&P 500 VALUE INDEX FUND | $113,103 | 0.1% | NEW | — |
| 83 |  $KO | COCA COLA CO | $110,272 | 0.1% | -2% | 74 |
| 84 | — | VOLVO(AB) SER B NPV ISIN #SE0000115446 SEDOL #B1QH830 | $107,432 | 0.1% | -11% | — |
| 85 | — | VANGUARD SHT-TERM INFLATION-PROTECTED SEC IDX | $101,948 | 0.1% | +0% | — |
| 86 | — | INVESCO EXCH TRD SLF IDX FD TR BLOOMBERG PRICIN | $86,148 | 0.1% | NEW | — |
| 87 | — | ISHARES TRUST CORE MSCI EAFE ETF | $86,004 | 0.1% | -14% | — |
| 88 | — | VANECK ETF TRUST MRNGSTR WDE MOAT | $82,195 | 0.1% | NEW | — |
| 89 | — | VANGUARD WORLD FD HEALTH CAR ETF | $81,427 | 0.1% | NEW | — |
| 90 |  $SPY | SPDR S&P 500 ETF TRUST | $75,439 | 0.1% | NEW | — |
| 91 | — | VANGUARD WHITEHALL FDS HIGH DIV YLD | $73,902 | 0.1% | +43% | — |
| 92 | — | VANGUARD WORLD FD CONSUM STP ETF | $73,441 | 0.1% | NEW | — |
| 93 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $69,380 | 0.1% | +0% | 71.5 |
| 94 | — | ISHARES RUSSELL 2000 ETF | $67,456 | 0.1% | +988% | — |
| 95 |  $HD | HOME DEPOT, INC. | $67,358 | 0.1% | +81% | 69.2 |
| 96 | — | ISHARES US FINANCIALS ETF | $62,830 | 0.1% | NEW | — |
| 97 | — | VANGUARD WORLD FD FINANCIALS ETF | $60,405 | 0.1% | NEW | — |
| 98 | — | VANGUARD FD INDUSTRIAL ETF | $60,258 | 0.1% | NEW | — |
| 99 |  $STT | STATE STREET CORP | $60,116 | 0.1% | -5% | 61.5 |
| 100 |  $GE | GENERAL ELECTRIC CO | $56,754 | 0.1% | +0% | 74.8 |
| 101 | — | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | $56,753 | 0.1% | NEW | — |
| 102 | — | ISHARES TR MSCI USA MIN VOL | $56,351 | 0.1% | +8% | — |
| 103 | — | SPDR INDEX SHARES FUNDS STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF | $56,002 | 0.1% | +0% | — |
| 104 | — | VANGUARD SCOTTSDALE FUNDS SHORT-TERM TREASURY ETF | $55,550 | 0.1% | +1030% | — |
| 105 |  $SWK | STANLEY BLACK & DECKER, INC. | $53,295 | 0.1% | +0% | 52.4 |
| 106 | — | VANGUARD SMALL-CAP GROWTH INDEX FUND | $52,592 | 0.1% | +3380% | — |
| 107 |  $CL | COLGATE PALMOLIVE CO | $51,138 | 0.1% | +0% | 72.4 |
| 108 | — | VANGUARD WORLD FD CONSUM DIS ETF | $49,546 | 0.0% | NEW | — |
| 109 |  $ERIC | ERICSSON LM TELEPHONE CO | $49,024 | 0.0% | +0% | — |
| 110 |  $BAC | BANK OF AMERICA CORP /DE/ | $48,750 | 0.0% | +0% | 68.4 |
| 111 |  $GEV | GE Vernova Inc. | $48,010 | 0.0% | +0% | 70.1 |
| 112 |  $AZO | AUTOZONE INC | $47,289 | 0.0% | NEW | 66.5 |
| 113 | — | AVANTIS US EQUITY ETF | $46,854 | 0.0% | NEW | — |
| 114 |  $INTC | INTEL CORP | $40,386 | 0.0% | -76% | 41.5 |
| 115 |  $MRK | Merck & Co., Inc. | $40,107 | 0.0% | +233% | 70.9 |
| 116 |  $WFC | WELLS FARGO & COMPANY/MN | $38,929 | 0.0% | +161% | — |
| 117 |  $NAD | Nuveen Quality Municipal Income Fund | $34,500 | 0.0% | +0% | — |
| 118 |  $GSK | GSK plc | $33,114 | 0.0% | +650% | — |
| 119 | — | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 VALUE IDX FD ETF | $28,684 | 0.0% | NEW | — |
| 120 |  $COST | COSTCO WHOLESALE CORP /NEW | $27,602 | 0.0% | +0% | 67 |
| 121 |  $NKE | NIKE, Inc. | $27,202 | 0.0% | +0% | 53.4 |
| 122 | — | ISHARES CORE S&P MID-CAP ETF | $27,012 | 0.0% | -8% | — |
| 123 | — | ISHARES CORE S&P SMALL-CAP E | $27,000 | 0.0% | -10% | — |
| 124 | — | VANGUARD WORLD FD UTILITIES ETF | $26,977 | 0.0% | NEW | — |
| 125 | — | VANGUARD BD INDEX FDS INTERMED TERM | $24,698 | 0.0% | +0% | — |
| 126 |  $SJM | J M SMUCKER Co | $24,110 | 0.0% | +0% | 46.4 |
| 127 |  $CW | CURTISS WRIGHT CORP | $21,796 | 0.0% | +0% | 70.7 |
| 128 |  $MMM | 3M CO | $21,784 | 0.0% | +0% | 60.7 |
| 129 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $20,310 | 0.0% | +0% | 77.6 |
| 130 | — | ISHARES GLOBAL ENERGY ETF | $20,164 | 0.0% | +0% | — |
| 131 | — | ISHARES MSCI EAFE ETF | $19,912 | 0.0% | +0% | — |
| 132 | — | VANGUARD ADMIRAL FDS INC S&P SMALLCAP 600 INDEX FD ETF SHS | $14,928 | 0.0% | -28% | — |
| 133 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $14,870 | 0.0% | NEW | — |
| 134 |  $PLTR | Palantir Technologies Inc. | $14,628 | 0.0% | +0% | 85.8 |
| 135 |  $SO | SOUTHERN CO | $14,285 | 0.0% | NEW | 65.1 |
| 136 |  $BABA | Alibaba Group Holding Ltd | $12,546 | 0.0% | +0% | — |
| 137 | — | VANGUARD MUN BD FDS TAX EXEMPT BD | $12,472 | 0.0% | +0% | — |
| 138 |  $AMD | ADVANCED MICRO DEVICES INC | $12,206 | 0.0% | +0% | 78.8 |
| 139 |  $JPM | JPMORGAN CHASE & CO | $11,766 | 0.0% | -20% | 35.6 |
| 140 | — | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $11,539 | 0.0% | +0% | — |
| 141 | — | SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $9,968 | 0.0% | -25% | — |
| 142 |  $V | VISA INC. | $8,275 | 0.0% | -16% | 83.5 |
| 143 | — | THEMES ETF TR TRANSATLANTIC DE | $7,709 | 0.0% | +33% | — |
| 144 | — | SCHWAB US DIVIDEND EQUITY ETF | $7,670 | 0.0% | +0% | — |
| 145 |  $AZN | ASTRAZENECA PLC | $7,297 | 0.0% | -51% | — |
| 146 |  $KMB | KIMBERLY CLARK CORP | $7,235 | 0.0% | +0% | 61.7 |
| 147 |  $GLDM | World Gold Trust | $6,952 | 0.0% | -50% | — |
| 148 |  $J | JACOBS SOLUTIONS INC. | $6,381 | 0.0% | -34% | 47.7 |
| 149 |  $WM | WASTE MANAGEMENT INC | $6,204 | 0.0% | -33% | 70.7 |
| 150 | — | ISHARES TR FUTURE AI &TECH | $5,816 | 0.0% | +0% | — |
| 151 |  $PM | Philip Morris International Inc. | $5,787 | 0.0% | -30% | 80.5 |
| 152 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $5,772 | 0.0% | +0% | — |
| 153 | — | ISHARES S&P 500 GROWTH ETF | $5,656 | 0.0% | +0% | — |
| 154 | — | FIDELITY MSCI INDL INDEX ETF | $5,613 | 0.0% | +0% | — |
| 155 |  $WMB | WILLIAMS COMPANIES, INC. | $5,458 | 0.0% | -25% | 72.8 |
| 156 | — | FIRST TR EXCHANGE-TRADED FD VI NASDQ FOD BVRG | $5,202 | 0.0% | +0% | — |
| 157 |  $ORCL | ORACLE CORP | $5,149 | 0.0% | -46% | 67.2 |
| 158 | — | ISHARES TR CYBERSECURITY | $5,020 | 0.0% | +0% | — |
| 159 |  $MA | Mastercard Inc | $4,997 | 0.0% | +0% | 81.7 |
| 160 |  $LIN | LINDE PLC | $4,958 | 0.0% | -33% | — |
| 161 | — | ISHARES US ENERGY ETF | $4,663 | 0.0% | +0% | — |
| 162 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $4,465 | 0.0% | +0% | 76.6 |
| 163 | — | ISHARES TR SELF DRIVNG EV | $4,431 | 0.0% | +0% | — |
| 164 |  $GEHC | GE HealthCare Technologies Inc. | $4,128 | 0.0% | +0% | 58.2 |
| 165 | — | VANGUARD EXTENDED MARKETS INDEX FUND | $4,116 | 0.0% | +0% | — |
| 166 |  $VMC | Vulcan Materials CO | $4,084 | 0.0% | -40% | 66.6 |
| 167 | $STT | STATE STREET CORP | $4,083 | 0.0% | -50% | 61.5 |
| 168 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $3,985 | 0.0% | -38% | 63.7 |
| 169 |  $IBIT | iShares Bitcoin Trust ETF | $3,842 | 0.0% | +0% | — |
| 170 |  $FCX | FREEPORT-MCMORAN INC | $3,821 | 0.0% | -24% | 73.1 |
| 171 |  $GS | GOLDMAN SACHS GROUP INC | $3,752 | 0.0% | +0% | — |
| 172 |  $WT | WisdomTree, Inc. | $3,704 | 0.0% | +0% | 62.9 |
| 173 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $3,411 | 0.0% | -50% | 60.5 |
| 174 | — | FIDELITY MSCI HEALTH CARE INDEX ETF | $3,337 | 0.0% | +0% | — |
| 175 |  $SCHW | SCHWAB CHARLES CORP | $3,289 | 0.0% | -82% | 77.2 |
| 176 | — | ISHARES TR US AER DEF ETF | $3,281 | 0.0% | -40% | — |
| 177 | — | VANGUARD REAL ESTATE ETF | $3,104 | 0.0% | +0% | — |
| 178 |  $AVGO | Broadcom Inc. | $3,095 | 0.0% | -33% | 86.4 |
| 179 |  $RAL | Ralliant Corp | $2,953 | 0.0% | +0% | 36.3 |
| 180 |  $TXN | TEXAS INSTRUMENTS INC | $2,912 | 0.0% | -38% | 70.4 |
| 181 |  $NFLX | NETFLIX INC | $2,788 | 0.0% | -63% | 86.7 |
| 182 |  $APO | Apollo Global Management, Inc. | $2,786 | 0.0% | -38% | 55.7 |
| 183 |  $NEM | NEWMONT Corp /DE/ | $2,706 | 0.0% | +0% | 88.3 |
| 184 |  $UNH | UNITEDHEALTH GROUP INC | $2,706 | 0.0% | -60% | 66.8 |
| 185 |  $AMT | AMERICAN TOWER CORP /MA/ | $2,589 | 0.0% | -40% | 69.8 |
| 186 |  $SAP | SAP SE | $2,568 | 0.0% | -40% | — |
| 187 |  $GLD | SPDR GOLD TRUST | $2,151 | 0.0% | +0% | — |
| 188 | — | SELECT SECTOR SPDR TRUST STATE STREET ENERGY SELECT SECTOR SPDR ETF | $2,144 | 0.0% | -50% | — |
| 189 |  $NGG | NATIONAL GRID PLC | $2,115 | 0.0% | -50% | — |
| 190 |  $TMUS | T-Mobile US, Inc. | $2,100 | 0.0% | +0% | 72.7 |
| 191 |  $NYT | NEW YORK TIMES CO | $2,093 | 0.0% | +0% | 71.3 |
| 192 | — | L OREAL SA ISIN #FR0000120321 SEDOL #4057808 | $2,013 | 0.0% | +0% | — |
| 193 |  $DUK | Duke Energy CORP | $1,964 | 0.0% | -40% | 64 |
| 194 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $1,881 | 0.0% | -50% | 59.5 |
| 195 |  $GM | General Motors Co | $1,862 | 0.0% | -50% | 58.7 |
| 196 | — | ISHARES TR US HLTHCR PR ETF | $1,686 | 0.0% | +0% | — |
| 197 |  $SOLV | Solventum Corp | $1,632 | 0.0% | +0% | 55.7 |
| 198 | — | VANGUARD INTL EQUITY INDEX FDS FTSE PACIFIC ETF | $1,466 | 0.0% | +0% | — |
| 199 |  $ATR | APTARGROUP, INC. | $1,260 | 0.0% | +0% | 64 |
| 200 | — | SELECT SECTOR SPDR TRUST STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $1,230 | 0.0% | -57% | — |
| 201 |  $GAP | GAP INC | $1,210 | 0.0% | +0% | 61 |
| 202 |  $CVX | CHEVRON CORP | $1,174 | 0.0% | +0% | 54.7 |
| 203 |  $UBER | Uber Technologies, Inc | $1,079 | 0.0% | -67% | 79.3 |
| 204 |  $ASPN | ASPEN AEROGELS INC | $1,026 | 0.0% | +0% | 26.6 |
| 205 | — | QUEBECOR INC CL A MULT VTG ISIN #CA7481931094 SEDOL #2716695 | $1,021 | 0.0% | -75% | — |
| 206 |  $CCZ | COMCAST CORP | $1,005 | 0.0% | -59% | 70.4 |
| 207 |  $PAYX | PAYCHEX INC | $921 | 0.0% | +0% | 75.1 |
| 208 |  $COF | CAPITAL ONE FINANCIAL CORP | $912 | 0.0% | -50% | 71 |
| 209 |  $KD | Kyndryl Holdings, Inc. | $905 | 0.0% | +0% | 46 |
| 210 |  $SOLS | Solstice Advanced Materials Inc. | $838 | 0.0% | -97% | — |
| 211 |  $SYK | STRYKER CORP | $657 | 0.0% | -60% | 69.8 |
| 212 |  $CARR | CARRIER GLOBAL Corp | $563 | 0.0% | +0% | 61.5 |
| 213 |  $CLX | CLOROX CO /DE/ | $518 | 0.0% | -88% | 63.5 |
| 214 |  $VLTO | Veralto Corp | $442 | 0.0% | -83% | 74.4 |
| 215 |  $AMTM | Amentum Holdings, Inc. | $209 | 0.0% | -85% | 55.6 |
| 216 |  $MICC | Magnum Ice Cream Co N.V. | $150 | 0.0% | +0% | — |
| 217 |  $SIRI | SIRIUS XM HOLDINGS INC. | $138 | 0.0% | +0% | 37.7 |
| 218 |  $VSNT | Versant Media Group, Inc. | $111 | 0.0% | NEW | — |
| 219 | — | MOUNTAIN PROV DIAMONDS INC COM NEW ISIN #CA62426E4022 SEDOL #2607948 | $79 | 0.0% | +0% | — |
| 220 |  $BMY | BRISTOL MYERS SQUIBB CO | $48 | 0.0% | +0% | 70.1 |
| 221 |  $BBBY | BED BATH & BEYOND, INC. | $46 | 0.0% | +0% | 25.2 |
| 222 | $BBBY | BED BATH & BEYOND, INC. | $1 | 0.0% | +0% | 25.2 |
| 223 |  $SR | SPIRE INC | $0 | 0.0% | +0% | 42.7 |
| 224 | — | SIBONEY CORP | $0 | 0.0% | +0% | — |
| 225 | — | GREAT BASIN GOLD COM NPV ISIN #CA3901241057 SEDOL #B1GC868 | $0 | 0.0% | +0% | — |
| 226 | — | CRYSTALLEX INTL CORP COM NPV | $0 | 0.0% | +0% | — |
New Positions (20)
ISHARES TR 0-3 MNTH TREASRY$300,700
VANGUARD WORLD FD INF TECH ETF$174,430
VANGUARD S&P 500 VALUE INDEX FUND$113,103
INVESCO EXCH TRD SLF IDX FD TR BLOOMBERG PRICIN$86,148
VANECK ETF TRUST MRNGSTR WDE MOAT$82,195
VANGUARD WORLD FD HEALTH CAR ETF$81,427
$SPY SPDR S&P 500 ETF TRUST$75,439 VANGUARD WORLD FD CONSUM STP ETF$73,441
ISHARES US FINANCIALS ETF$62,830
VANGUARD WORLD FD FINANCIALS ETF$60,405
VANGUARD FD INDUSTRIAL ETF$60,258
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND$56,753
VANGUARD WORLD FD CONSUM DIS ETF$49,546
$AZO AUTOZONE INC$47,289 AVANTIS US EQUITY ETF$46,854
Exited Positions (19)
$CVS CVS HEALTH Corp
$INTU INTUIT INC.
$USB US BANCORP DE
$DEO DIAGEO PLC BEDFORD MASS GO MUN PURP LN BDS SER. 04 PCT 11/01/2031 2018 (Call Date 11/01/27)
$AVB AVALONBAY COMMUNITIES INC
$MRVL Marvell Technology, Inc.
$APD Air Products & Chemicals, Inc.
$EMR EMERSON ELECTRIC CO
$CDNS CADENCE DESIGN SYSTEMS INC
$UL UNILEVER PLC
$MSCI MSCI Inc.
$KMI KINDER MORGAN, INC.
$CMG CHIPOTLE MEXICAN GRILL INC
$TTE TotalEnergies SEBrowse Top Institutional Investors
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