Minot DeBlois Advisors LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), Minot DeBlois Advisors LLC reported 226 stock positions worth $110.2 million. Its top holding was Vanguard S/T Corp. Bond ETF (VCSH) at 9.0% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 4.7%) and Vanguard Intermediate-Term T (VGIT, 4.6%). Compared with Q4 2025, it opened 19 new positions, sold out of 19, added to 60 and reduced 74. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +26%) and the biggest sale Alphabet Class C (GOOG, shares −8%).

Most Recent 13F
Q2 2026
Location
Boston, MA
CIK
0001475933
Portfolio Value
$110.2M (Q1 2026)
SEC Filing
0001475933-26-000002 ↗ filed May 8, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q4 2024: $109.5M Q4 2024 Q1 2025: $100.4M Q1 2025 Q2 2025: $105.6M Q2 2025 Q3 2025: $110.4M Q3 2025 Q4 2025: $111.4M Q4 2025 Q1 2026: $110.2M $110.2M Q1 2026 Q2 2026: $116.5M Q2 2026

Holdings 226 stocks · $110.2M

VCSH Vanguard S/T Corp. Bond ETF 9.02% 125,354 $9.9M Reduce -1.4%
VOO Vanguard S&P 500 ETF 4.74% 8,748 $5.2M Add +26.4%
VGIT Vanguard Intermediate-Term T 4.62% 85,587 $5.1M Reduce -12.9%
IEMG iShares Core MSCI Emerging 4.05% 63,933 $4.5M Reduce -1.2%
TIP iShares Tips Bond ETF 3.93% 39,231 $4.3M Add +4.1%
GOOG Alphabet Inc. Class C 3.85% 14,801 $4.2M Reduce -8.2%
AAPL Apple Inc. 3.48% 15,111 $3.8M Add +3.6%
VB Vanguard Most SM-Cap ETF-Usd 3.14% 13,198 $3.5M Reduce -1.4%
NVDA Nvidia Corp. 2.65% 16,774 $2.9M Add +4.5%
MSFT Microsoft Corp. 2.64% 7,862 $2.9M Add +4.5%
AMZN Amazon.com Inc. 2.62% 13,877 $2.9M Add +2.4%
VEU Vanguard Ftse All-World Ex-U 2.21% 32,412 $2.4M Reduce -1.0%
VEA Vanguard Ftse Developed ETF 1.56% 26,771 $1.7M Add +1.5%
CB Chubb Ltd. 1.37% 4,619 $1.5M Add +0.3%
UNP Union Pacific Corp. 1.33% 6,040 $1.5M Reduce -0.3%
AXP American Express Co. 1.30% 4,754 $1.4M Add +0.2%
ADI Analog Devices Inc. 1.30% 4,518 $1.4M Add +1.7%
DHR Danaher Corp. 1.29% 7,495 $1.4M Add +3.4%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 1.25% 1,043 $1.4M Reduce -14.8%
JNJ Johnson & Johnson 1.21% 5,450 $1.3M Reduce -5.7%
PEP Pepsico Inc. 1.19% 8,466 $1.3M Add +0.5%
VSS Vanguard Ftse All Wo X-US SC 1.19% 8,982 $1.3M Add +1.4%
ECL Ecolab Inc. 1.18% 4,905 $1.3M Reduce -7.2%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.17% 8,042 $1.3M Add +5.0%
ABT Abbott Laboratories 1.14% 12,227 $1.3M Add +2.3%
NTRS Northern Trust Corp. 1.13% 8,940 $1.2M Reduce -5.4%
ADP Automatic Data Processing 1.11% 6,038 $1.2M Add +6.6%
CSCO Cisco Systems Inc. 1.09% 15,537 $1.2M Reduce -1.5%
XOM Exxon Mobil Corp. 1.07% 6,966 $1.2M Reduce -5.1%
ACN Accenture PLC Class A 1.07% 5,953 $1.2M Add +2.4%
NVS Novartis AG-Sponsored ADR 1.05% 7,556 $1.2M Reduce -5.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.04% 11,924 $1.1M Add +1.8%
META Meta Platforms Inc. Class A 1.02% 1,974 $1.1M Reduce -0.1%
WMT Walmart Inc. 0.91% 8,094 $1.0M Reduce -5.1%
PG The Procter & Gamble Co. 0.91% 6,933 $1.0M Add +7.5%
RTX RTX Corp. 0.91% 5,190 $1.0M Reduce -0.4%
NEE Nextera Energy Inc. 0.91% 10,752 $999K Add +2.4%
TRV The Travelers Cos Inc. 0.90% 3,386 $988K Add +0.8%
RHHBY Roche Holdings Ltd.-Spons ADR 0.88% 19,436 $966K Reduce -3.6%
VZ Verizon Communications Inc. 0.81% 17,762 $892K Reduce -4.7%
NSRGY Nestle SA-Spons ADR 0.81% 8,957 $888K Add +0.3%
CRM Salesforce Inc. 0.74% 4,381 $818K Add +2.6%
VIG Vanguard Dividend Apprec ETF 0.73% 3,720 $800K Add +18.7%
SLB SLB Ltd. filed as SLB LIMITED 0.72% 15,499 $796K Add +1.3%
HON Honeywell International Inc. 0.72% 3,515 $794K Reduce -0.1%
PFE Pfizer Inc. 0.70% 27,514 $773K Add +2.5%
ICLN iShares Global Clean Energy 0.68% 41,035 $751K Add +4.7%
XYL Xylem Inc. 0.67% 6,220 $743K Add +7.3%
RCI Rogers Communications Inc. Class B 0.64% 18,333 $705K Add +0.9%
NTR Nutrien Ltd. 0.62% 9,037 $682K Add +0.1%
MKC McCormick & Co.-Non VTG SHRS 0.62% 13,512 $682K Add +4.6%
BX Blackstone Inc. 0.59% 5,692 $655K Add +4.5%
BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED 0.59% 8,886 $646K Add +4.0%
LVMUY LVMH Moet Hennessy-Unsp ADR 0.58% 5,821 $636K Add +0.7%
PYPL PayPal Holdings Inc. 0.54% 13,278 $601K Add +9.5%
SHEL Shell PLC-ADR 0.53% 6,307 $587K Add +0.8%
ZTS Zoetis Inc. 0.53% 4,903 $580K Add +10.3%
SBUX Starbucks Corp. 0.52% 6,439 $577K Add +0.4%
ALC Alcon Inc. filed as ALCON AG 0.52% 7,547 $569K Add +5.2%
MCD McDonald's Corp. 0.50% 1,770 $550K Add +3.2%
BSV Vanguard Short-Term Bond ETF 0.50% 7,007 $549K Reduce -9.5%
CNI Canadian Natl Railway Co. 0.48% 5,193 $534K Add +1.2%
UPS United Parcel Service Class B 0.48% 5,378 $529K Add +5.1%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.45% 6,875 $493K Reduce -3.6%
FTV Fortive Corp. 0.41% 8,105 $448K Add +1.9%
ALLE Allegion PLC 0.41% 3,082 $448K Add +2.5%
VUG Vanguard Mrngstar GR ETF-Sui 0.41% 1,024 $447K No change
BXP BXP Inc. 0.40% 8,403 $436K Add +6.3%
GIS General Mills Inc. 0.39% 11,566 $430K Add +15.3%
NOW ServiceNow Inc. 0.39% 4,090 $428K Add +9.5%
IXN iShares Global Tech ETF 0.31% 3,450 $345K No change
SGOV iShares 0-3 Month Treasury B 0.27% 2,987 $301K New
ADBE Adobe Inc. 0.27% 1,217 $296K Add +128.3%
VCIT Vanguard Int-Term Corporate 0.23% 3,000 $248K Add +3.5%
EEM iShares MSCI Emerging Market 0.21% 4,100 $233K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.18% 819 $199K Reduce -10.9%
VGT Vanguard Info Tech ETF 0.16% 250 $174K New
JBL Jabil Inc. 0.15% 615 $163K Reduce -3.1%
IBB iShares Biotechnology ETF 0.13% 850 $144K Reduce -17.1%
BRK.B Berkshire Hathaway Inc. Class B 0.12% 285 $137K Reduce -1.7%
GOOGL Alphabet Inc. Class A 0.12% 450 $129K Add +4.7%
VOOV Vanguard S&P 500 Value ETF 0.10% 555 $113K New
KO The Coca-Cola Co. 0.10% 1,450 $110K Reduce -1.7%
VOLVF Volvo AB-B SHS 0.10% 3,350 $107K Reduce -10.7%
VTIP Vanguard Short-Term Tips 0.09% 2,041 $102K No change
POWA Invesco Bloomberg Pricing Po 0.08% 1,000 $86K New
IEFA iShares Core MSCI Eafe ETF 0.08% 950 $86K Reduce -13.6%
MOAT Vaneck Morningstar Wide Moat 0.07% 850 $82K New
VHT Vanguard Health Care ETF 0.07% 299 $81K New
SPY SS SPDR S&P 500 ETF Trust-US 0.07% 116 $75K New
VYM Vanguard High DVD Yield ETF 0.07% 499 $74K Add +42.6%
VDC Vanguard Consumer Staple ETF 0.07% 327 $73K New
MRSH Marsh & McLennan Cos 0.06% 400 $69K No change
IWM iShares Russell 2000 ETF 0.06% 272 $67K Add +988.0%
HD Home Depot Inc. 0.06% 205 $67K Add +81.4%
IYF iShares US Financials ETF 0.06% 534 $63K New
VFH Vanguard Financials ETF 0.05% 500 $60K New
VIS Vanguard Industrials ETF 0.05% 193 $60K New
STT State Street Corp. 0.05% 475 $60K Reduce -5.0%
GE General Electric filed as GE AEROSPACE 0.05% 200 $57K No change

Show all 226 holdings

Portfolio Sells Q4 2025 → Q1 2026

GOOG Alphabet Inc. Class C Reduce -8.2% 3.85% −0.69
VGIT Vanguard Intermediate-Term T Reduce -12.9% 4.62% −0.67
EL Estee Lauder Companies Class A Reduce -3.6% 0.45% −0.22
META Meta Platforms Inc. Class A Reduce -0.1% 1.02% −0.15
INTC Intel Corp. Reduce -75.6% 0.04% −0.09
VCSH Vanguard S/T Corp. Bond ETF Reduce -1.4% 9.02% −0.09
IBM Intl Business Machines Corp. Reduce -10.9% 0.18% −0.06
ECL Ecolab Inc. Reduce -7.2% 1.18% −0.06
RHHBY Roche Holdings Ltd.-Spons ADR Reduce -3.6% 0.88% −0.06
BSV Vanguard Short-Term Bond ETF Reduce -9.5% 0.50% −0.05
NTRS Northern Trust Corp. Reduce -5.4% 1.13% −0.03
IBB iShares Biotechnology ETF Reduce -17.1% 0.13% −0.03
SOLS Solstice Adv Materials Inc. Reduce -96.9% 0.00% −0.01
SCHW Schwab (charles) Corp. Reduce -82.0% 0.00% −0.01
VOLVF Volvo AB-B SHS Reduce -10.7% 0.10% −0.01
IEFA iShares Core MSCI Eafe ETF Reduce -13.6% 0.08% −0.01
CVS CVS Health Corp. Sold out 0.00% −0.01
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.7% 0.12% −0.01
ORCL Oracle Corp. Reduce -46.1% 0.00% −0.01
INTU Intuit Inc. Sold out 0.00% −0.01
GLDM SPDR Gold Minishares Trust Reduce -50.0% 0.01% −0.01
UNH Unitedhealth Group Inc. Reduce -60.0% 0.00% −0.01
USB US Bancorp Sold out 0.00% −0.00
BEDFORD (MA BED 4 11/01/2031) Sold out 0.00% −0.00
DEO Diageo PLC-Sponsored ADR Sold out 0.00% −0.00
VIOO Vanguard S&P Small-Cap 600 E Reduce -27.8% 0.01% −0.00
AVB Avalonbay Communities Inc. Sold out 0.00% −0.00
NFLX Netflix Inc. Reduce -63.3% 0.00% −0.00
XLK SS Technology Select Sector Reduce -25.0% 0.01% −0.00
JPM JPMorgan Chase & Co. Reduce -20.0% 0.01% −0.00
MRVL Marvell Technology Inc. Sold out 0.00% −0.00
XLRE SS Real Estate Select Sector Reduce -50.0% 0.00% −0.00
STT State Street Corp. Reduce -5.0% 0.05% −0.00
APD Air Products & Chemicals Inc. Sold out 0.00% −0.00
CLX Clorox Company Reduce -87.5% 0.00% −0.00
J Jacobs Solutions Inc. Reduce -34.2% 0.01% −0.00
TMO Thermo Fisher Scientific Inc. Reduce -38.5% 0.00% −0.00
SAP Sap SE-Sponsored ADR Reduce -40.0% 0.00% −0.00
EMR Emerson Electric Co. Sold out 0.00% −0.00
CDNS Cadence Design SYS Inc. Sold out 0.00% −0.00
APO Apollo Global Management Inc. Reduce -37.5% 0.00% −0.00
V Visa Inc. Class A Reduce -15.6% 0.01% −0.00
VMC Vulcan Materials Co. Reduce -40.0% 0.00% −0.00
MSCI MSCI Inc. Sold out 0.00% −0.00
UL Unilever PLC-Sponsored ADR Sold out 0.00% −0.00
KMI Kinder Morgan Inc. Sold out 0.00% −0.00
QBCAF Quebecor Inc. Class A Reduce -75.0% 0.00% −0.00
UBER Uber Technologies Inc. Reduce -66.7% 0.00% −0.00
VLTO Veralto Corp. Reduce -83.3% 0.00% −0.00
WM Waste Management Inc. Reduce -32.5% 0.01% −0.00

Portfolio Buys Q4 2025 → Q1 2026

VOO Vanguard S&P 500 ETF Add +26.4% 4.74% +0.84
SGOV iShares 0-3 Month Treasury B New 0.27% +0.27
ADI Analog Devices Inc. Add +1.7% 1.30% +0.22
TIP iShares Tips Bond ETF Add +4.1% 3.93% +0.21
SLB SLB Ltd. Add +1.3% 0.72% +0.20
VGT Vanguard Info Tech ETF New 0.16% +0.16
NEE Nextera Energy Inc. Add +2.4% 0.91% +0.15
BHP BHP Group Ltd.-Spon ADR Add +4.0% 0.59% +0.12
SHEL Shell PLC-ADR Add +0.8% 0.53% +0.12
NTR Nutrien Ltd. Add +0.1% 0.62% +0.12
TJX TJX Companies Inc. Add +5.0% 1.17% +0.11
VIG Vanguard Dividend Apprec ETF Add +18.7% 0.73% +0.11
PEP Pepsico Inc. Add +0.5% 1.19% +0.11
VOOV Vanguard S&P 500 Value ETF New 0.10% +0.10
ICLN iShares Global Clean Energy Add +4.7% 0.68% +0.10
ADBE Adobe Inc. Add +128.3% 0.27% +0.10
PFE Pfizer Inc. Add +2.5% 0.70% +0.10
PG The Procter & Gamble Co. Add +7.5% 0.91% +0.08
POWA Invesco Bloomberg Pricing Po New 0.08% +0.08
VEA Vanguard Ftse Developed ETF Add +1.5% 1.56% +0.08
CB Chubb Ltd. Add +0.3% 1.37% +0.08
MOAT Vaneck Morningstar Wide Moat New 0.07% +0.07
VHT Vanguard Health Care ETF New 0.07% +0.07
SPY SS SPDR S&P 500 ETF Trust-US New 0.07% +0.07
VDC Vanguard Consumer Staple ETF New 0.07% +0.07
IYF iShares US Financials ETF New 0.06% +0.06
IWM iShares Russell 2000 ETF Add +988.0% 0.06% +0.06
VFH Vanguard Financials ETF New 0.05% +0.05
VIS Vanguard Industrials ETF New 0.05% +0.05
VXUS Vanguard Total Intl Stock New 0.05% +0.05
VSS Vanguard Ftse All Wo X-US SC Add +1.4% 1.19% +0.05
VBK Van Morst SML-Cap Gro-Usd Inc. Add +3380.0% 0.05% +0.05
VGSH Vanguard Short-Term Treasury Add +1029.8% 0.05% +0.05
VCR Vanguard Consumer Discre ETF New 0.04% +0.04
AZO AutoZone Inc. New 0.04% +0.04
AVUS Avantis U.S. Equity ETF New 0.04% +0.04
SBUX Starbucks Corp. Add +0.4% 0.52% +0.04
CNI Canadian Natl Railway Co. Add +1.2% 0.48% +0.03
MCD McDonald's Corp. Add +3.2% 0.50% +0.03
MRK Merck & Co. Inc. Add +233.0% 0.04% +0.03
GSK GSK PLC-Spon ADR Add +650.0% 0.03% +0.03
HD Home Depot Inc. Add +81.4% 0.06% +0.03
VONV Vanguard Russell 1000 Value New 0.03% +0.03
UPS United Parcel Service Class B Add +5.1% 0.48% +0.02
VPU Vanguard Utilities ETF New 0.02% +0.02
RCI Rogers Communications Inc. Class B Add +0.9% 0.64% +0.02
ZTS Zoetis Inc. Add +10.3% 0.53% +0.02
VYM Vanguard High DVD Yield ETF Add +42.6% 0.07% +0.02
TRV The Travelers Cos Inc. Add +0.8% 0.90% +0.02
WFC Wells Fargo & Co. Add +161.5% 0.04% +0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 240$116.5MVCSH, VOO, IEMG, GOOG, VGIT
Q1 2026 226$110.2MVCSH, VOO, VGIT, IEMG, TIP
Q4 2025 225$111.4MVCSH, VGIT, GOOG, IEMG, VOO
Q3 2025 245$110.4MVCSH, VGIT, VOO, IEMG, GOOG
Q2 2025 257$105.6MVCSH, VGIT, VOO, IEMG, MSFT
Q1 2025 249$100.4MVCSH, VGIT, VOO, IEMG, AAPL
Q4 2024 308$109.5MVCSH, VGIT, AAPL, VOO, IEMG