Filed: 8/12/2025ACC: 0001475933-25-000007
📋 What this filing means
MINOT DEBLOIS ADVISORS LLC filed this quarterly 13F‑HR report disclosing 257 equity positions with a total reported market value of $105.59M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
257
Positions
$105.59M
Total AUM (reported)
1.02M
Total Shares
Allocation by class
EQUITIES$74.15M70.2%
ETF$27.92M26.4%
ADR$3.52M3.3%
Portfolio Concentration
Top 3$19.08M18.1%
4–10$23.81M22.6%
11–25$23.98M22.7%
Rest$38.72M36.7%
Top 3 weight
18.1%
Top 10 weight
40.6%
Voting Authority Distribution
Total shares with voting rights: 1.02M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.02M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole257
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings257
Rows:
VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS
SOLEShares117.22K
TypeSH
Market value$9.32M
8.83%
Sole
0.00
Shared
0.00
None
117.22K
VANGUARD SCOTTSDALE FDS INTER TERM TREAS
SOLEShares88.05K
TypeSH
Market value$5.27M
4.99%
Sole
0.00
Shared
0.00
None
88.05K
VANGUARD INDEX FUNDS S&P 500 ETF USD
SOLEShares7.91K
TypeSH
Market value$4.49M
4.26%
Sole
0.00
Shared
0.00
None
7.91K
ISHARES CORE MSCI EMERGING MARKETS ETF
SOLEShares68.09K
TypeSH
Market value$4.09M
3.87%
Sole
0.00
Shared
0.00
None
68.09K
MICROSOFT CORP
SOLEShares7.93K
TypeSH
Market value$3.94M
3.73%
Sole
0.00
Shared
0.00
None
7.93K
VANGUARD SMALL-CAP INDEX FUND
SOLEShares13.75K
TypeSH
Market value$3.26M
3.09%
Sole
0.00
Shared
0.00
None
13.75K
APPLE INC
SOLEShares15.54K
TypeSH
Market value$3.19M
3.02%
Sole
0.00
Shared
0.00
None
15.54K
ISHARES TIPS BOND ETF
SOLEShares28.75K
TypeSH
Market value$3.16M
3.00%
Sole
0.00
Shared
0.00
None
28.75K
ALPHABET INC CAP STK CL C
SOLEShares17.73K
TypeSH
Market value$3.14M
2.98%
Sole
0.00
Shared
0.00
None
17.73K
AMAZON.COM INC
SOLEShares13.79K
TypeSH
Market value$3.03M
2.87%
Sole
0.00
Shared
0.00
None
13.79K
NVIDIA CORPORATION COM
SOLEShares14.39K
TypeSH
Market value$2.27M
2.15%
Sole
0.00
Shared
0.00
None
14.39K
VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US
SOLEShares31.96K
TypeSH
Market value$2.15M
2.03%
Sole
0.00
Shared
0.00
None
31.96K
AUTOMATIC DATA PROCESSING INC COM
SOLEShares5.80K
TypeSH
Market value$1.79M
1.69%
Sole
0.00
Shared
0.00
None
5.80K
ACCENTURE PLC
SOLEShares5.74K
TypeSH
Market value$1.72M
1.62%
Sole
0.00
Shared
0.00
None
5.74K
NORTHERN TRUST CORP COM USD1.666
SOLEShares12.85K
TypeSH
Market value$1.63M
1.54%
Sole
0.00
Shared
0.00
None
12.85K
VANGUARD DEVELOPED MARKETS INDEX FUND ETF
SOLEShares28.51K
TypeSH
Market value$1.63M
1.54%
Sole
0.00
Shared
0.00
None
28.51K
ABBOTT LABORATORIES
SOLEShares11.70K
TypeSH
Market value$1.59M
1.51%
Sole
0.00
Shared
0.00
None
11.70K
ECOLAB INC
SOLEShares5.74K
TypeSH
Market value$1.55M
1.46%
Sole
0.00
Shared
0.00
None
5.74K
AMERICAN EXPRESS CO COM USD0.20
SOLEShares4.74K
TypeSH
Market value$1.51M
1.43%
Sole
0.00
Shared
0.00
None
4.74K
META PLATFORMS INC CLASS A COMMON STOCK
SOLEShares2.02K
TypeSH
Market value$1.49M
1.42%
Sole
0.00
Shared
0.00
None
2.02K
DISNEY WALT CO COM
SOLEShares11.67K
TypeSH
Market value$1.45M
1.37%
Sole
0.00
Shared
0.00
None
11.67K
UNION PAC CORP COM
SOLEShares5.88K
TypeSH
Market value$1.35M
1.28%
Sole
0.00
Shared
0.00
None
5.88K
DANAHER CORPORATION COM
SOLEShares6.83K
TypeSH
Market value$1.35M
1.28%
Sole
0.00
Shared
0.00
None
6.83K
CHUBB LIMITED COM NPV ISIN #CH0044328745
SOLEShares4.48K
TypeSH
Market value$1.30M
1.23%
Sole
0.00
Shared
0.00
None
4.48K
VANGUARD INTL EQUITY INDEX FDS FTSE SMCAP ETF
SOLEShares9K
TypeSH
Market value$1.21M
1.15%
Sole
0.00
Shared
0.00
None
9K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHSSOLE | ETF | 117.22K | SH | $9.32M 8.83% | 0.00 | 0.00 | 117.22K |
VANGUARD SCOTTSDALE FDS INTER TERM TREASSOLE | Equities | 88.05K | SH | $5.27M 4.99% | 0.00 | 0.00 | 88.05K |
VANGUARD INDEX FUNDS S&P 500 ETF USDSOLE | ETF | 7.91K | SH | $4.49M 4.26% | 0.00 | 0.00 | 7.91K |
ISHARES CORE MSCI EMERGING MARKETS ETFSOLE | ETF | 68.09K | SH | $4.09M 3.87% | 0.00 | 0.00 | 68.09K |
MICROSOFT CORPSOLE | Equities | 7.93K | SH | $3.94M 3.73% | 0.00 | 0.00 | 7.93K |
VANGUARD SMALL-CAP INDEX FUNDSOLE | Equities | 13.75K | SH | $3.26M 3.09% | 0.00 | 0.00 | 13.75K |
APPLE INCSOLE | Equities | 15.54K | SH | $3.19M 3.02% | 0.00 | 0.00 | 15.54K |
ISHARES TIPS BOND ETFSOLE | ETF | 28.75K | SH | $3.16M 3.00% | 0.00 | 0.00 | 28.75K |
ALPHABET INC CAP STK CL CSOLE | Equities | 17.73K | SH | $3.14M 2.98% | 0.00 | 0.00 | 17.73K |
AMAZON.COM INCSOLE | Equities | 13.79K | SH | $3.03M 2.87% | 0.00 | 0.00 | 13.79K |
NVIDIA CORPORATION COMSOLE | Equities | 14.39K | SH | $2.27M 2.15% | 0.00 | 0.00 | 14.39K |
VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX USSOLE | Equities | 31.96K | SH | $2.15M 2.03% | 0.00 | 0.00 | 31.96K |
AUTOMATIC DATA PROCESSING INC COMSOLE | Equities | 5.80K | SH | $1.79M 1.69% | 0.00 | 0.00 | 5.80K |
ACCENTURE PLCSOLE | Equities | 5.74K | SH | $1.72M 1.62% | 0.00 | 0.00 | 5.74K |
NORTHERN TRUST CORP COM USD1.666SOLE | Equities | 12.85K | SH | $1.63M 1.54% | 0.00 | 0.00 | 12.85K |
VANGUARD DEVELOPED MARKETS INDEX FUND ETFSOLE | ETF | 28.51K | SH | $1.63M 1.54% | 0.00 | 0.00 | 28.51K |
ABBOTT LABORATORIESSOLE | Equities | 11.70K | SH | $1.59M 1.51% | 0.00 | 0.00 | 11.70K |
ECOLAB INCSOLE | Equities | 5.74K | SH | $1.55M 1.46% | 0.00 | 0.00 | 5.74K |
AMERICAN EXPRESS CO COM USD0.20SOLE | Equities | 4.74K | SH | $1.51M 1.43% | 0.00 | 0.00 | 4.74K |
META PLATFORMS INC CLASS A COMMON STOCKSOLE | Equities | 2.02K | SH | $1.49M 1.42% | 0.00 | 0.00 | 2.02K |
DISNEY WALT CO COMSOLE | Equities | 11.67K | SH | $1.45M 1.37% | 0.00 | 0.00 | 11.67K |
UNION PAC CORP COMSOLE | Equities | 5.88K | SH | $1.35M 1.28% | 0.00 | 0.00 | 5.88K |
DANAHER CORPORATION COMSOLE | Equities | 6.83K | SH | $1.35M 1.28% | 0.00 | 0.00 | 6.83K |
CHUBB LIMITED COM NPV ISIN #CH0044328745SOLE | Equities | 4.48K | SH | $1.30M 1.23% | 0.00 | 0.00 | 4.48K |
VANGUARD INTL EQUITY INDEX FDS FTSE SMCAP ETFSOLE | ETF | 9K | SH | $1.21M 1.15% | 0.00 | 0.00 | 9K |
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