Filed: 11/13/2025ACC: 0001475933-25-000008
📋 What this filing means
MINOT DEBLOIS ADVISORS LLC filed this quarterly 13F‑HR report disclosing 245 equity positions with a total reported market value of $110.40M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
245
Positions
$110.40M
Total AUM (reported)
1.01M
Total Shares
Allocation by class
EQUITIES$76.18M69.0%
ETF$29.70M26.9%
ADR$4.52M4.1%
Portfolio Concentration
Top 3$19.75M17.9%
4–10$26.66M24.1%
11–25$23.81M21.6%
Rest$40.18M36.4%
Top 3 weight
17.9%
Top 10 weight
42.0%
Voting Authority Distribution
Total shares with voting rights: 1.01M
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
1.01M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole245
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings245
Rows:
VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS
SOLEShares120.57K
TypeSH
Market value$9.64M
8.73%
Sole
0.00
Shared
0.00
None
120.57K
VANGUARD SCOTTSDALE FDS INTER TERM TREAS
SOLEShares89.12K
TypeSH
Market value$5.35M
4.85%
Sole
0.00
Shared
0.00
None
89.12K
VANGUARD INDEX FUNDS S&P 500 ETF USD
SOLEShares7.78K
TypeSH
Market value$4.76M
4.31%
Sole
0.00
Shared
0.00
None
7.78K
ISHARES CORE MSCI EMERGING MARKETS ETF
SOLEShares66.51K
TypeSH
Market value$4.38M
3.97%
Sole
0.00
Shared
0.00
None
66.51K
ALPHABET INC CAP STK CL C
SOLEShares17.03K
TypeSH
Market value$4.15M
3.76%
Sole
0.00
Shared
0.00
None
17.03K
MICROSOFT CORP
SOLEShares7.63K
TypeSH
Market value$3.95M
3.58%
Sole
0.00
Shared
0.00
None
7.63K
APPLE INC
SOLEShares15.38K
TypeSH
Market value$3.92M
3.55%
Sole
0.00
Shared
0.00
None
15.38K
ISHARES TIPS BOND ETF
SOLEShares34.21K
TypeSH
Market value$3.80M
3.45%
Sole
0.00
Shared
0.00
None
34.21K
VANGUARD SMALL-CAP INDEX FUND
SOLEShares13.47K
TypeSH
Market value$3.42M
3.10%
Sole
0.00
Shared
0.00
None
13.47K
AMAZON.COM INC
SOLEShares13.78K
TypeSH
Market value$3.03M
2.74%
Sole
0.00
Shared
0.00
None
13.78K
NVIDIA CORPORATION COM
SOLEShares14.50K
TypeSH
Market value$2.71M
2.45%
Sole
0.00
Shared
0.00
None
14.50K
VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US
SOLEShares31.22K
TypeSH
Market value$2.23M
2.02%
Sole
0.00
Shared
0.00
None
31.22K
AUTOMATIC DATA PROCESSING INC COM
SOLEShares5.60K
TypeSH
Market value$1.64M
1.49%
Sole
0.00
Shared
0.00
None
5.60K
AMERICAN EXPRESS CO COM USD0.20
SOLEShares4.78K
TypeSH
Market value$1.59M
1.44%
Sole
0.00
Shared
0.00
None
4.78K
VANGUARD DEVELOPED MARKETS INDEX FUND ETF
SOLEShares26.34K
TypeSH
Market value$1.58M
1.43%
Sole
0.00
Shared
0.00
None
26.34K
ABBOTT LABORATORIES
SOLEShares11.76K
TypeSH
Market value$1.57M
1.43%
Sole
0.00
Shared
0.00
None
11.76K
ECOLAB INC
SOLEShares5.52K
TypeSH
Market value$1.51M
1.37%
Sole
0.00
Shared
0.00
None
5.52K
ACCENTURE PLC
SOLEShares6.02K
TypeSH
Market value$1.49M
1.35%
Sole
0.00
Shared
0.00
None
6.02K
META PLATFORMS INC CLASS A COMMON STOCK
SOLEShares1.95K
TypeSH
Market value$1.44M
1.30%
Sole
0.00
Shared
0.00
None
1.95K
UNION PAC CORP COM
SOLEShares5.96K
TypeSH
Market value$1.41M
1.28%
Sole
0.00
Shared
0.00
None
5.96K
DANAHER CORPORATION COM
SOLEShares7.05K
TypeSH
Market value$1.40M
1.27%
Sole
0.00
Shared
0.00
None
7.05K
NORTHERN TRUST CORP COM USD1.666
SOLEShares10.24K
TypeSH
Market value$1.38M
1.25%
Sole
0.00
Shared
0.00
None
10.24K
DISNEY WALT CO COM
SOLEShares11.56K
TypeSH
Market value$1.32M
1.20%
Sole
0.00
Shared
0.00
None
11.56K
CHUBB LIMITED COM NPV ISIN #CH0044328745
SOLEShares4.54K
TypeSH
Market value$1.28M
1.16%
Sole
0.00
Shared
0.00
None
4.54K
VANGUARD INTL EQUITY INDEX FDS FTSE SMCAP ETF
SOLEShares8.91K
TypeSH
Market value$1.27M
1.15%
Sole
0.00
Shared
0.00
None
8.91K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHSSOLE | ETF | 120.57K | SH | $9.64M 8.73% | 0.00 | 0.00 | 120.57K |
VANGUARD SCOTTSDALE FDS INTER TERM TREASSOLE | Equities | 89.12K | SH | $5.35M 4.85% | 0.00 | 0.00 | 89.12K |
VANGUARD INDEX FUNDS S&P 500 ETF USDSOLE | ETF | 7.78K | SH | $4.76M 4.31% | 0.00 | 0.00 | 7.78K |
ISHARES CORE MSCI EMERGING MARKETS ETFSOLE | ETF | 66.51K | SH | $4.38M 3.97% | 0.00 | 0.00 | 66.51K |
ALPHABET INC CAP STK CL CSOLE | Equities | 17.03K | SH | $4.15M 3.76% | 0.00 | 0.00 | 17.03K |
MICROSOFT CORPSOLE | Equities | 7.63K | SH | $3.95M 3.58% | 0.00 | 0.00 | 7.63K |
APPLE INCSOLE | Equities | 15.38K | SH | $3.92M 3.55% | 0.00 | 0.00 | 15.38K |
ISHARES TIPS BOND ETFSOLE | ETF | 34.21K | SH | $3.80M 3.45% | 0.00 | 0.00 | 34.21K |
VANGUARD SMALL-CAP INDEX FUNDSOLE | Equities | 13.47K | SH | $3.42M 3.10% | 0.00 | 0.00 | 13.47K |
AMAZON.COM INCSOLE | Equities | 13.78K | SH | $3.03M 2.74% | 0.00 | 0.00 | 13.78K |
NVIDIA CORPORATION COMSOLE | Equities | 14.50K | SH | $2.71M 2.45% | 0.00 | 0.00 | 14.50K |
VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX USSOLE | Equities | 31.22K | SH | $2.23M 2.02% | 0.00 | 0.00 | 31.22K |
AUTOMATIC DATA PROCESSING INC COMSOLE | Equities | 5.60K | SH | $1.64M 1.49% | 0.00 | 0.00 | 5.60K |
AMERICAN EXPRESS CO COM USD0.20SOLE | Equities | 4.78K | SH | $1.59M 1.44% | 0.00 | 0.00 | 4.78K |
VANGUARD DEVELOPED MARKETS INDEX FUND ETFSOLE | ETF | 26.34K | SH | $1.58M 1.43% | 0.00 | 0.00 | 26.34K |
ABBOTT LABORATORIESSOLE | Equities | 11.76K | SH | $1.57M 1.43% | 0.00 | 0.00 | 11.76K |
ECOLAB INCSOLE | Equities | 5.52K | SH | $1.51M 1.37% | 0.00 | 0.00 | 5.52K |
ACCENTURE PLCSOLE | Equities | 6.02K | SH | $1.49M 1.35% | 0.00 | 0.00 | 6.02K |
META PLATFORMS INC CLASS A COMMON STOCKSOLE | Equities | 1.95K | SH | $1.44M 1.30% | 0.00 | 0.00 | 1.95K |
UNION PAC CORP COMSOLE | Equities | 5.96K | SH | $1.41M 1.28% | 0.00 | 0.00 | 5.96K |
DANAHER CORPORATION COMSOLE | Equities | 7.05K | SH | $1.40M 1.27% | 0.00 | 0.00 | 7.05K |
NORTHERN TRUST CORP COM USD1.666SOLE | Equities | 10.24K | SH | $1.38M 1.25% | 0.00 | 0.00 | 10.24K |
DISNEY WALT CO COMSOLE | Equities | 11.56K | SH | $1.32M 1.20% | 0.00 | 0.00 | 11.56K |
CHUBB LIMITED COM NPV ISIN #CH0044328745SOLE | Equities | 4.54K | SH | $1.28M 1.16% | 0.00 | 0.00 | 4.54K |
VANGUARD INTL EQUITY INDEX FDS FTSE SMCAP ETFSOLE | ETF | 8.91K | SH | $1.27M 1.15% | 0.00 | 0.00 | 8.91K |
Page 1 of 10
…