Minot DeBlois Advisors

Boston, MAfiles as Minot DeBlois Advisors LLC

$116m in 240 US stocks at the end of 30 June 2026. The top 10 are 43.1% of the money. It changed about 5.7% of the portfolio this quarter.

Value

$116m

Stocks

240

Top 10 share

43.1%

Turnover

5.7%

What changed this quarter

New

Bought for the first time this quarter.

Honeywell InternationalHON
0.3% of the fund
Honeywell AerospaceHONA
0.3% of the fund
CrowdStrike HoldingsCRWD
<0.1% of the fund
DatadogDDOG
<0.1% of the fund
DigitalOcean HoldingsDOCN
<0.1% of the fund
Dycom IndustriesDY
<0.1% of the fund
CloudflareNET
<0.1% of the fund
Live Nation EntertainmentLYV
<0.1% of the fund
BlockXYZ
<0.1% of the fund
Royal Caribbean CruisesRCL
<0.1% of the fund
RokuROKU
<0.1% of the fund
Entrepreneurshares Series TRXOVR
<0.1% of the fund
GriffonGFF
<0.1% of the fund
Commercial Vehicle GroupCVGI
<0.1% of the fund
Group 1 AutomotiveGPI
<0.1% of the fund
Titan InternationalTWI
<0.1% of the fund
OktaOKTA
<0.1% of the fund
AlbemarleALB
<0.1% of the fund
Extreme NetworksEXTR
<0.1% of the fund
BrunswickBC
<0.1% of the fund
Jumia Technologies AGJMIA
<0.1% of the fund
DraftKingsDKNG
<0.1% of the fund
SnapSNAP
<0.1% of the fund
Rivian AutomotiveRIVN
<0.1% of the fund
ToastTOST
<0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRTIP
4.0% of the fund
+7%
NvidiaNVDA
3.0% of the fund
+4%
DanaherDHR
1.3% of the fund
+5%
Automatic Data ProcessingADP
1.2% of the fund
+3%
Abbott LaboratoriesABT
1.0% of the fund
+5%
Procter & GamblePG
0.9% of the fund
+2%
XylemXYL
0.7% of the fund
+5%
AccentureACN
0.7% of the fund
+2%
McCormickMKC
0.6% of the fund
+6%
United Parcel ServiceUPS
0.5% of the fund
+3%
BXPBXP
0.5% of the fund
+2%
AlconALC
0.5% of the fund
+4%
McDonald'sMCD
0.4% of the fund
+2%
General MillsGIS
0.4% of the fund
+9%
ServiceNowNOW
0.4% of the fund
+6%
ZoetisZTS
0.3% of the fund
+6%
AdobeADBE
0.3% of the fund
+29%
Vanguard Index FDSVNQ
<0.1% of the fund
+174%

Cut

Sold some of their stake.

Vanguard Scottsdale FDSVCSH
8.1% of the fund
-5%
AlphabetGOOG
4.3% of the fund
-4%
Vanguard Scottsdale FDSVGIT
4.2% of the fund
-3%
AppleAAPL
3.6% of the fund
-4%
ASML Holding NVASML
1.7% of the fund
-3%
Cisco SystemsCSCO
1.5% of the fund
-4%
Union PacificUNP
1.4% of the fund
-2%
Novartis AGNVS
1.0% of the fund
-6%
ExxonMobil HoldingsXOM
0.8% of the fund
-3%
WalmartWMT
0.8% of the fund
-2%
Verizon CommunicationsVZ
0.6% of the fund
-3%
StarbucksSBUX
0.5% of the fund
-3%
Canadian National RailwayCNI
0.5% of the fund
-3%
Vanguard Index FDSVUG
0.4% of the fund
-3%
JabilJBL
0.2% of the fund
-11%
AlphabetGOOGL
0.1% of the fund
-8%
Berkshire HathawayBRK-B
0.1% of the fund
-4%
International Business MachinesIBM
0.1% of the fund
-49%
IntelINTC
<0.1% of the fund
-36%
Home DepotHD
<0.1% of the fund
-7%
MerckMRK
<0.1% of the fund
-3%
Advanced Micro DevicesAMD
<0.1% of the fund
-8%
Ishares TRIJR
<0.1% of the fund
-17%
Wells Fargo & CompanyWFC
<0.1% of the fund
-38%
Select Sector Spdr TRXLK
<0.1% of the fund
-7%

Sold out

Sold their entire stake.

Honeywell InternationalHON
-100%
Curtiss WrightCW
-100%
Southern CompanySO
-100%
Kimberly-ClarkKMB
-100%
Philip Morris InternationalPM
-100%
Invesco QQQ TRQQQ
-100%
Select Sector Spdr TRXLRE
-100%
Northrop GrummanNOC
-100%
Fidelity Covington TrustFHLC
-100%
SAP SESAP
-100%
National GridNGG
-100%
T-Mobile USTMUS
-100%
Duke EnergyDUK
-100%
American International GroupAIG
-100%
Ishares TRIHF
-100%
Select Sector Spdr TRXLP
-100%
GAPGAP
-100%
Uber TechnologiesUBER
-100%
PaychexPAYX
-100%
Capital One FinancialCOF
-100%
Kyndryl HoldingsKD
-100%
Magnum Ice CreamMICC
-100%

Holdings

Vanguard Scottsdale FDSVCSH
Share
8.1%
Value
$9m
Shares
119,244
-5%
Vanguard Index FDSVOO
Share
5.1%
Value
$6m
Shares
8,641
Held
IsharesIEMG
Share
4.6%
Value
$5m
Shares
64,000
Held
AlphabetGOOG
Share
4.3%
Value
$5m
Shares
14,149
-4%
Vanguard Scottsdale FDSVGIT
Share
4.2%
Value
$5m
Shares
83,380
-3%
Ishares TRTIP
Share
4.0%
Value
$5m
Shares
42,133
+7%
AppleAAPL
Share
3.6%
Value
$4m
Shares
14,567
-4%
Vanguard Index FDSVB
Share
3.4%
Value
$4m
Shares
13,159
Held
NvidiaNVDA
Share
3.0%
Value
$3m
Shares
17,388
+4%
Amazon.comAMZN
Share
2.8%
Value
$3m
Shares
13,778
Held
MicrosoftMSFT
Share
2.5%
Value
$3m
Shares
7,958
Held
Vanguard Intl Equity Index FVEU
Share
2.3%
Value
$3m
Shares
32,155
Held
ASML Holding NVASML
Share
1.7%
Value
$2m
Shares
1,014
-3%
Vanguard Tax-Managed FDSVEA
Share
1.6%
Value
$2m
Shares
26,689
Held
Analog DevicesADI
Share
1.5%
Value
$2m
Shares
4,525
Held
Cisco SystemsCSCO
Share
1.5%
Value
$2m
Shares
14,904
-4%
American ExpressAXP
Share
1.4%
Value
$2m
Shares
4,822
Held
Union PacificUNP
Share
1.4%
Value
$2m
Shares
5,917
-2%
ChubbCB
Share
1.4%
Value
$2m
Shares
4,636
Held
Northern TrustNTRS
Share
1.3%
Value
$2m
Shares
8,878
Held
DanaherDHR
Share
1.3%
Value
$1m
Shares
7,864
+5%
Automatic Data ProcessingADP
Share
1.2%
Value
$1m
Shares
6,242
+3%
Vanguard Intl Equity Index FVSS
Share
1.2%
Value
$1m
Shares
8,905
Held
Johnson & JohnsonJNJ
Share
1.2%
Value
$1m
Shares
5,371
Held
EcolabECL
Share
1.2%
Value
$1m
Shares
4,828
Held
TJX CompaniesTJX
Share
1.1%
Value
$1m
Shares
8,128
Held
Abbott LaboratoriesABT
Share
1.0%
Value
$1m
Shares
12,847
+5%
Walt DisneyDIS
Share
1.0%
Value
$1m
Shares
12,029
Held
PepsiCoPEP
Share
1.0%
Value
$1m
Shares
8,447
Held
Meta PlatformsMETA
Share
1.0%
Value
$1m
Shares
1,998
Held
Novartis AGNVS
Share
1.0%
Value
$1m
Shares
7,091
-6%
Travelers CompaniesTRV
Share
1.0%
Value
$1m
Shares
3,361
Held
Procter & GamblePG
Share
0.9%
Value
$1m
Shares
7,078
+2%
Roche Hldgs AG BaselRHHBY
Share
0.9%
Value
$998,039
Shares
19,436
Held
RTXRTX
Share
0.8%
Value
$987,943
Shares
5,207
Held
NextEra EnergyNEE
Share
0.8%
Value
$953,142
Shares
10,860
Held
ExxonMobil HoldingsXOM
Share
0.8%
Value
$922,941
Shares
6,751
-3%
Nestle SA ADRNSRGY
Share
0.8%
Value
$921,027
Shares
8,969
Held
WalmartWMT
Share
0.8%
Value
$895,852
Shares
7,910
-2%
Vanguard Specialized FundsVIG
Share
0.8%
Value
$879,485
Shares
3,717
Held
Ishares TRICLN
Share
0.7%
Value
$839,798
Shares
40,986
Held
XylemXYL
Share
0.7%
Value
$774,882
Shares
6,555
+5%
AccentureACN
Share
0.7%
Value
$759,142
Shares
6,100
+2%
BHP Billiton LimitedBHP
Share
0.6%
Value
$745,063
Shares
8,943
Held
Verizon CommunicationsVZ
Share
0.6%
Value
$730,989
Shares
17,265
-3%
McCormickMKC
Share
0.6%
Value
$720,702
Shares
14,294
+6%
SLB LimitedSLB
Share
0.6%
Value
$707,843
Shares
15,226
Held
SalesforceCRM
Share
0.6%
Value
$682,681
Shares
4,358
Held
BlackstoneBX
Share
0.6%
Value
$673,887
Shares
5,727
Held
PfizerPFE
Share
0.6%
Value
$661,879
Shares
27,487
Held
Lvmh Moet Hennessy LOU FLVMUY
Share
0.6%
Value
$647,342
Shares
5,853
Held
StarbucksSBUX
Share
0.5%
Value
$639,604
Shares
6,259
-3%
Canadian National RailwayCNI
Share
0.5%
Value
$602,407
Shares
5,052
-3%
Rogers CommunicationsRCI
Share
0.5%
Value
$596,360
Shares
18,350
Held
United Parcel ServiceUPS
Share
0.5%
Value
$594,338
Shares
5,529
+3%
PayPal HoldingsPYPL
Share
0.5%
Value
$579,616
Shares
13,423
Held
BXPBXP
Share
0.5%
Value
$568,711
Shares
8,577
+2%
NutrienNTR
Share
0.5%
Value
$567,666
Shares
9,018
Held
Vanguard BD Index FDSBSV
Share
0.5%
Value
$546,359
Shares
7,013
Held
Estee Lauder CompaniesEL
Share
0.5%
Value
$545,706
Shares
6,912
Held
AlconALC
Share
0.5%
Value
$528,590
Shares
7,878
+4%
Vanguard Index FDSVUG
Share
0.4%
Value
$513,197
Shares
5,958
-3%
Ishares TRIXN
Share
0.4%
Value
$498,456
Shares
3,450
Held
FortiveFTV
Share
0.4%
Value
$494,233
Shares
8,090
Held
ShellSHEL
Share
0.4%
Value
$490,666
Shares
6,328
Held
McDonald'sMCD
Share
0.4%
Value
$488,055
Shares
1,806
+2%
AllegionALLE
Share
0.4%
Value
$439,294
Shares
3,127
Held
General MillsGIS
Share
0.4%
Value
$438,331
Shares
12,596
+9%
ServiceNowNOW
Share
0.4%
Value
$429,882
Shares
4,330
+6%
Honeywell InternationalHON
Share
0.3%
Value
$384,212
Shares
1,716
New
Honeywell AerospaceHONA
Share
0.3%
Value
$379,373
Shares
1,716
New
ZoetisZTS
Share
0.3%
Value
$373,538
Shares
5,198
+6%
AdobeADBE
Share
0.3%
Value
$322,701
Shares
1,574
+29%
Ishares TRSGOV
Share
0.3%
Value
$300,730
Shares
2,987
Held
Ishares TREEM
Share
0.2%
Value
$280,481
Shares
4,100
Held
Vanguard Scottsdale FDSVCIT
Share
0.2%
Value
$247,950
Shares
3,000
Held
Vanguard World FDVGT
Share
0.2%
Value
$239,040
Shares
2,000
Held
JabilJBL
Share
0.2%
Value
$212,014
Shares
550
-11%
Ishares TRIBB
Share
0.1%
Value
$161,662
Shares
850
Held
AlphabetGOOGL
Share
0.1%
Value
$148,198
Shares
415
-8%
Berkshire HathawayBRK-B
Share
0.1%
Value
$137,607
Shares
275
-4%
Vanguard Admiral FDSVOOV
Share
0.1%
Value
$121,662
Shares
555
Held
International Business MachinesIBM
Share
0.1%
Value
$116,775
Shares
415
-49%
Coca-ColaKO
Share
<0.1%
Value
$115,810
Shares
1,425
Held
Volvo(ab) SER B NPV Isin #se0000115446 Sedol #b1qh830VOLVF
Share
<0.1%
Value
$114,053
Shares
3,350
Held
Vanguard Malvern FDSVTIP
Share
<0.1%
Value
$102,519
Shares
2,041
Held
Ishares TRIEFA
Share
<0.1%
Value
$90,302
Shares
935
Held
Vanguard World FDVHT
Share
<0.1%
Value
$89,404
Shares
299
Held
Invesco Exch TRD SLF IDX FDPOWA
Share
<0.1%
Value
$88,838
Shares
1,000
Held
Vaneck ETF TrustMOAT
Share
<0.1%
Value
$88,366
Shares
850
Held
State STR Spdr S&P 500 ETF TSPY
Share
<0.1%
Value
$86,625
Shares
116
Held
IntelINTC
Share
<0.1%
Value
$82,382
Shares
590
-36%
Ishares TRIWM
Share
<0.1%
Value
$81,722
Shares
272
Held
State StreetSTT
Share
<0.1%
Value
$80,560
Shares
475
Held
Vanguard Whitehall FDSVYM
Share
<0.1%
Value
$78,857
Shares
499
Held
General ElectricGE
Share
<0.1%
Value
$74,746
Shares
200
Held
Vanguard World FDVDC
Share
<0.1%
Value
$73,735
Shares
327
Held
Stanley Black & DeckerSWK
Share
<0.1%
Value
$70,590
Shares
750
Held
Vanguard World FDVIS
Share
<0.1%
Value
$69,553
Shares
193
Held
Ishares TRIYF
Share
<0.1%
Value
$68,090
Shares
534
Held

Company	Share of fund	Value	Shares	Change
Vanguard Scottsdale FDSVCSH	8.1%	$9m	119,244	-5%
Vanguard Index FDSVOO	5.1%	$6m	8,641	Held
IsharesIEMG	4.6%	$5m	64,000	Held
AlphabetGOOG	4.3%	$5m	14,149	-4%
Vanguard Scottsdale FDSVGIT	4.2%	$5m	83,380	-3%
Ishares TRTIP	4.0%	$5m	42,133	+7%
AppleAAPL	3.6%	$4m	14,567	-4%
Vanguard Index FDSVB	3.4%	$4m	13,159	Held
NvidiaNVDA	3.0%	$3m	17,388	+4%
Amazon.comAMZN	2.8%	$3m	13,778	Held
MicrosoftMSFT	2.5%	$3m	7,958	Held
Vanguard Intl Equity Index FVEU	2.3%	$3m	32,155	Held
ASML Holding NVASML	1.7%	$2m	1,014	-3%
Vanguard Tax-Managed FDSVEA	1.6%	$2m	26,689	Held
Analog DevicesADI	1.5%	$2m	4,525	Held
Cisco SystemsCSCO	1.5%	$2m	14,904	-4%
American ExpressAXP	1.4%	$2m	4,822	Held
Union PacificUNP	1.4%	$2m	5,917	-2%
ChubbCB	1.4%	$2m	4,636	Held
Northern TrustNTRS	1.3%	$2m	8,878	Held
DanaherDHR	1.3%	$1m	7,864	+5%
Automatic Data ProcessingADP	1.2%	$1m	6,242	+3%
Vanguard Intl Equity Index FVSS	1.2%	$1m	8,905	Held
Johnson & JohnsonJNJ	1.2%	$1m	5,371	Held
EcolabECL	1.2%	$1m	4,828	Held
TJX CompaniesTJX	1.1%	$1m	8,128	Held
Abbott LaboratoriesABT	1.0%	$1m	12,847	+5%
Walt DisneyDIS	1.0%	$1m	12,029	Held
PepsiCoPEP	1.0%	$1m	8,447	Held
Meta PlatformsMETA	1.0%	$1m	1,998	Held
Novartis AGNVS	1.0%	$1m	7,091	-6%
Travelers CompaniesTRV	1.0%	$1m	3,361	Held
Procter & GamblePG	0.9%	$1m	7,078	+2%
Roche Hldgs AG BaselRHHBY	0.9%	$998,039	19,436	Held
RTXRTX	0.8%	$987,943	5,207	Held
NextEra EnergyNEE	0.8%	$953,142	10,860	Held
ExxonMobil HoldingsXOM	0.8%	$922,941	6,751	-3%
Nestle SA ADRNSRGY	0.8%	$921,027	8,969	Held
WalmartWMT	0.8%	$895,852	7,910	-2%
Vanguard Specialized FundsVIG	0.8%	$879,485	3,717	Held
Ishares TRICLN	0.7%	$839,798	40,986	Held
XylemXYL	0.7%	$774,882	6,555	+5%
AccentureACN	0.7%	$759,142	6,100	+2%
BHP Billiton LimitedBHP	0.6%	$745,063	8,943	Held
Verizon CommunicationsVZ	0.6%	$730,989	17,265	-3%
McCormickMKC	0.6%	$720,702	14,294	+6%
SLB LimitedSLB	0.6%	$707,843	15,226	Held
SalesforceCRM	0.6%	$682,681	4,358	Held
BlackstoneBX	0.6%	$673,887	5,727	Held
PfizerPFE	0.6%	$661,879	27,487	Held
Lvmh Moet Hennessy LOU FLVMUY	0.6%	$647,342	5,853	Held
StarbucksSBUX	0.5%	$639,604	6,259	-3%
Canadian National RailwayCNI	0.5%	$602,407	5,052	-3%
Rogers CommunicationsRCI	0.5%	$596,360	18,350	Held
United Parcel ServiceUPS	0.5%	$594,338	5,529	+3%
PayPal HoldingsPYPL	0.5%	$579,616	13,423	Held
BXPBXP	0.5%	$568,711	8,577	+2%
NutrienNTR	0.5%	$567,666	9,018	Held
Vanguard BD Index FDSBSV	0.5%	$546,359	7,013	Held
Estee Lauder CompaniesEL	0.5%	$545,706	6,912	Held
AlconALC	0.5%	$528,590	7,878	+4%
Vanguard Index FDSVUG	0.4%	$513,197	5,958	-3%
Ishares TRIXN	0.4%	$498,456	3,450	Held
FortiveFTV	0.4%	$494,233	8,090	Held
ShellSHEL	0.4%	$490,666	6,328	Held
McDonald'sMCD	0.4%	$488,055	1,806	+2%
AllegionALLE	0.4%	$439,294	3,127	Held
General MillsGIS	0.4%	$438,331	12,596	+9%
ServiceNowNOW	0.4%	$429,882	4,330	+6%
Honeywell InternationalHON	0.3%	$384,212	1,716	New
Honeywell AerospaceHONA	0.3%	$379,373	1,716	New
ZoetisZTS	0.3%	$373,538	5,198	+6%
AdobeADBE	0.3%	$322,701	1,574	+29%
Ishares TRSGOV	0.3%	$300,730	2,987	Held
Ishares TREEM	0.2%	$280,481	4,100	Held
Vanguard Scottsdale FDSVCIT	0.2%	$247,950	3,000	Held
Vanguard World FDVGT	0.2%	$239,040	2,000	Held
JabilJBL	0.2%	$212,014	550	-11%
Ishares TRIBB	0.1%	$161,662	850	Held
AlphabetGOOGL	0.1%	$148,198	415	-8%
Berkshire HathawayBRK-B	0.1%	$137,607	275	-4%
Vanguard Admiral FDSVOOV	0.1%	$121,662	555	Held
International Business MachinesIBM	0.1%	$116,775	415	-49%
Coca-ColaKO	<0.1%	$115,810	1,425	Held
Volvo(ab) SER B NPV Isin #se0000115446 Sedol #b1qh830VOLVF	<0.1%	$114,053	3,350	Held
Vanguard Malvern FDSVTIP	<0.1%	$102,519	2,041	Held
Ishares TRIEFA	<0.1%	$90,302	935	Held
Vanguard World FDVHT	<0.1%	$89,404	299	Held
Invesco Exch TRD SLF IDX FDPOWA	<0.1%	$88,838	1,000	Held
Vaneck ETF TrustMOAT	<0.1%	$88,366	850	Held
State STR Spdr S&P 500 ETF TSPY	<0.1%	$86,625	116	Held
IntelINTC	<0.1%	$82,382	590	-36%
Ishares TRIWM	<0.1%	$81,722	272	Held
State StreetSTT	<0.1%	$80,560	475	Held
Vanguard Whitehall FDSVYM	<0.1%	$78,857	499	Held
General ElectricGE	<0.1%	$74,746	200	Held
Vanguard World FDVDC	<0.1%	$73,735	327	Held
Stanley Black & DeckerSWK	<0.1%	$70,590	750	Held
Vanguard World FDVIS	<0.1%	$69,553	193	Held
Ishares TRIYF	<0.1%	$68,090	534	Held

Showing the largest 100 of 240.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 10.3% since 30 June 2025.

Where the money is

Technology14.6%

Industrials8.6%

Media & telecom7.5%

Financial services6.5%

Health care5.8%

Retail & consumer5.0%

Everyday goods4.3%

Materials1.7%

Energy1.4%

Utilities0.8%

Real estate0.5%

Other43.4%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.