Minot DeBlois Advisors LLC holds a diversified book of 240 stocks worth $116.5M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Honeywell Intl Inc Com and trimmed Vanguard S/T Corp Bond ETF. Their largest long position is Vanguard S/T Corp Bond ETF at 8% of the equity book. Cloning the disclosed picks since 2025 would be +20% (+13.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Minot DeBlois Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
57% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Minot DeBlois Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| PNC FINANCIAL SERVICES GROUP, INC. | 78 / 80 | $32.5B |
| ASSETMARK, INC | 77 / 80 | $11.7B |
| Arax Advisory Partners | 77 / 80 | $2.8B |
| Integrated Wealth Concepts LLC | 77 / 80 | $2.5B |
| Global Retirement Partners, LLC | 77 / 80 | $1.1B |
| IFP Advisors, Inc | 77 / 80 | $1.1B |
| GAMMA Investing LLC | 77 / 80 | $796.6M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 76 / 80 | $11.5B |
Ranked by how many of Minot DeBlois Advisors LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale FDS Vanguard Short-Term Corporate BD Index FD ETF SHS ETF | $9.4M | 119.2K | 8.1% | ▼−4.9% Reduced · −6K sh | |
| 2 | Vanguard Index Funds S&P 500 ETF Usd ETF | $5.9M | 8.6K | 5.1% | ▼−1.2% Reduced · −107 sh | |
| 3 | Ishares Core Msci Emerging Markets ETF ETF | $5.3M | 64.0K | 4.6% | ▲+0.1% Added · +67 sh | |
| 4 | Alphabet Inc Cap STK CL C Equities | $5.0M | 14.1K | 4.3% | ▼−4.4% Reduced · −652 sh | |
| 5 | Vanguard Scottsdale FDS Inter Term Treas ETF | $4.9M | 83.4K | 4.2% | ▼−2.6% Reduced · −2K sh | |
| 6 | Ishares Tips Bond ETF ETF | $4.6M | 42.1K | 4.0% | ▲+7.4% Added · +3K sh | |
| 7 | Apple Inc Equities | $4.2M | 14.6K | 3.6% | ▼−3.6% Reduced · −544 sh | |
| 8 | Vanguard Small-Cap Index Fund ETF | $4.0M | 13.2K | 3.4% | ▼−0.3% Reduced · −39 sh | |
| 9 | Nvidia Corporation Com Equities | $3.5M | 17.4K | 3.0% | ▲+3.7% Added · +614 sh | |
| 10 | Amazon.com Inc Equities | $3.3M | 13.8K | 2.8% | ▼−0.7% Reduced · −99 sh | |
| 11 | Microsoft Corp Equities | $3.0M | 8.0K | 2.5% | ▲+1.2% Added · +96 sh | |
| 12 | Vanguard Intl Equity Index FDS Allwrld Ex US ETF | $2.7M | 32.2K | 2.3% | ▼−0.8% Reduced · −257 sh | |
| 13 | ASML Holding NV Eur0.09 NY Registry SHS 2012 Equities | $2.0M | 1.0K | 1.7% | ▼−2.8% Reduced · −29 sh | |
| 14 | Vanguard Developed Markets Index Fund ETF ETF | $1.9M | 26.7K | 1.6% | ▼−0.3% Reduced · −82 sh | |
| 15 | Analog Devices Inc Com Equities | $1.8M | 4.5K | 1.5% | ▲+0.1% Added · +7 sh | |
| 16 | Cisco Systems Inc Equities | $1.8M | 14.9K | 1.5% | ▼−4.1% Reduced · −633 sh | |
| 17 | American Express Co Com Usd0.20 Equities | $1.6M | 4.8K | 1.4% | ▲+1.4% Added · +68 sh | |
| 18 | Union Pac Corp Com Equities | $1.6M | 5.9K | 1.4% | ▼−2.0% Reduced · −123 sh | |
| 19 | Chubb Limited Com NPV Isin #CH0044328745 Equities | $1.6M | 4.6K | 1.4% | ▲+0.4% Added · +17 sh | |
| 20 | Northern Trust Corp Com Usd1.666 Equities | $1.5M | 8.9K | 1.3% | ▼−0.7% Reduced · −62 sh | |
| 21 | Danaher Corporation Com Equities | $1.5M | 7.9K | 1.3% | ▲+4.9% Added · +369 sh | |
| 22 | Automatic Data Processing Inc Com Equities | $1.4M | 6.2K | 1.2% | ▲+3.4% Added · +204 sh | |
| 23 | Vanguard Intl Equity Index FDS Ftse Smcap ETF ETF | $1.4M | 8.9K | 1.2% | ▼−0.8% Reduced · −77 sh | |
| 24 | Johnson &Johnson Com Equities | $1.4M | 5.4K | 1.2% | ▼−1.4% Reduced · −79 sh | |
| 25 | Ecolab Inc Equities | $1.3M | 4.8K | 1.2% | ▼−1.6% Reduced · −77 sh | |
| 26 | TJX Companies Inc Equities | $1.2M | 8.1K | 1.1% | ▲+1.1% Added · +86 sh | |
| 27 | Abbott Laboratories Equities | $1.2M | 12.8K | 1.0% | ▲+5.1% Added · +620 sh | |
| 28 | Disney Walt Co Com Equities | $1.2M | 12.0K | 1.0% | ▲+0.9% Added · +105 sh | |
| 29 | Pepsico Inc Equities | $1.1M | 8.4K | 1.0% | ▼−0.2% Reduced · −19 sh | |
| 30 | Meta Platforms Inc Class A Common Stock Equities | $1.1M | 2.0K | 1.0% | ▲+1.2% Added · +24 sh | |
| 31 | Novartis AG Sponsored ADR ADR | $1.1M | 7.1K | 1.0% | ▼−6.2% Reduced · −465 sh | |
| 32 | Travelers Companies Inc Com STK NPV Equities | $1.1M | 3.4K | 1.0% | ▼−0.7% Reduced · −25 sh | |
| 33 | Procter And Gamble Co Com Equities | $1.0M | 7.1K | 0.9% | ▲+2.1% Added · +145 sh | |
| 34 | Roche Holdings ADR ADR | $998K | 19.4K | 0.9% | —Held | |
| 35 | RTX Corporation Com Usd1.00 Equities | $988K | 5.2K | 0.8% | ▲+0.3% Added · +17 sh | |
| 36 | NextEra Energy Inc Com Usd0.01 Equities | $953K | 10.9K | 0.8% | ▲+1.0% Added · +108 sh | |
| 37 | Exxon Mobil Corp Com Equities | $923K | 6.8K | 0.8% | ▼−3.1% Reduced · −215 sh | |
| 38 | Nestle ADR ADR | $921K | 9.0K | 0.8% | ▲+0.1% Added · +12 sh | |
| 39 | Walmart Inc Com Equities | $896K | 7.9K | 0.8% | ▼−2.3% Reduced · −184 sh | |
| 40 | Vanguard Specialized Funds Div App ETF ETF | $879K | 3.7K | 0.8% | ▼−0.1% Reduced · −3 sh | |
| 41 | Ishares TR GL Clean Ene ETF ETF | $840K | 41.0K | 0.7% | ▼−0.1% Reduced · −49 sh | |
| 42 | Xylem Inc Com Usd0.01 Equities | $775K | 6.6K | 0.7% | ▲+5.4% Added · +335 sh | |
| 43 | Accenture PLC Equities | $759K | 6.1K | 0.7% | ▲+2.5% Added · +147 sh | |
| 44 | BHP Group Ltd Spon Ads Each Rep 2 Ord SHS ADR | $745K | 8.9K | 0.6% | ▲+0.6% Added · +57 sh | |
| 45 | Verizon Communications Inc Equities | $731K | 17.3K | 0.6% | ▼−2.8% Reduced · −497 sh | |
| 46 | McCormick &Company Inc Com NPV Equities | $721K | 14.3K | 0.6% | ▲+5.8% Added · +782 sh | |
| 47 | SLB Limited Trading Equities | $708K | 15.2K | 0.6% | ▼−1.8% Reduced · −273 sh | |
| 48 | Salesforce Inc Com Equities | $683K | 4.4K | 0.6% | ▼−0.5% Reduced · −23 sh | |
| 49 | Blackstone Inc Equities | $674K | 5.7K | 0.6% | ▲+0.6% Added · +35 sh | |
| 50 | Pfizer Inc Equities | $662K | 27.5K | 0.6% | ▼−0.1% Reduced · −27 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1475933/holdings"
Use Arkolith to show Minot DeBlois Advisors LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 13, 2026 | 240 | $116.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 226 | $110.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 225 | $111.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 245 | $110.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 257 | $105.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 249 | $100.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 309 | $109.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.