Minot DeBlois Advisors LLC
โขCIK: 1475933โขFiling: Q4 2025
**Minot DeBlois Advisors LLC** manages $111M across a diversified portfolio of 220 positions. The strategy exhibits notable allocations to fixed income and technology, highlighted by the top holdings in VCSH ($10.1M) and VGIT ($5.9M). Significant exposure is maintained in mega-cap technology names, including GOOG ($5.1M), AAPL ($4.0M), and MSFT ($3.6M). The fund maintains a balanced approach, balancing fixed income mandates with growth plays across global equities.
Total AUM
$111.4M
QoQ Performance
+0.9%
Positions
220
Top 10 Concentration
43.2%
Latest Filing
Q4 2025
Top Holdings Allocation
VCSH
VGIT
VCSH9.1%
VGIT5.3%
GOOG4.5%
IEMG3.9%
VOO3.9%
TIP3.7%
AAPL3.6%
MSFT3.3%
๐ Biggest Buys
VGIT
VANGUARD SCOTTSDALE FDS INTER TERM TREAS
+10.3%
5.3% of portfolio
VCSH
VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS
+5.4%
9.1% of portfolio
NOW
SERVICENOW INC COM USD0.001
+441.3%
0.5% of portfolio
TIP
ISHARES TIPS BOND ETF
+10.1%
3.7% of portfolio
NVDA
NVIDIA CORPORATION COM
+10.7%
2.7% of portfolio
๐ Biggest Sells
Sector Breakdown
Other54.6%
Technology19.4%
Consumer4.7%
Healthcare4.5%
ETF3.9%
Financial3.8%
Industrial3.3%
Energy1.3%
๐ช Exited Positionssold since Q3 2025
+44 more exited positions
Changes from Q3 2025
NEW6 new positions
โ43 increased
โ64 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024