Data as of Q4 2025 (Dec 31, 2025)

Minot DeBlois Advisors LLC

โ€ขCIK: 1475933โ€ขFiling: 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%

๐Ÿ“ˆ 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

๐Ÿ“‰ Biggest Sells

VOO
VANGUARD INDEX FUNDS S&P 500 ETF USD
-11.0%
3.9% of portfolio
GOOGL
ALPHABET INC CAP STK CL A
-78.1%
0.1% of portfolio
INTC
INTEL CORP COM USD0.001
-75.6%
0.1% of portfolio
GOOG
ALPHABET INC CAP STK CL C
-5.4%
4.5% of portfolio
AAPL
APPLE INC
-5.1%
3.6% of portfolio

Sector Breakdown

Other54.6%
Technology19.4%
Consumer4.7%
Healthcare4.5%
ETF3.9%
Financial3.8%
Industrial3.3%
Energy1.3%

๐Ÿšช Exited Positionssold since Q3 2025

VGT
VANGUARD WORLD FD INF TECH ETF
SOLD
$294.9K
SGOV
ISHARES TR 0-3 MNTH TREASRY
SOLD
$200.1K
POWA
INVESCO EXCH TRD SLF IDX FD TR BLOOMBERG PRICIN
SOLD
$119.9K
VFH
VANGUARD WORLD FD FINANCIALS ETF
SOLD
$115.5K
MOAT
VANECK ETF TRUST MRNGSTR WDE MOAT
SOLD
$112.5K
+44 more exited positions

Changes from Q3 2025

NEW6 new positions
โ†‘43 increased
โ†“64 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024