Filed: 5/8/2026ACC: 0001475933-26-000002
📋 What this filing means
MINOT DEBLOIS ADVISORS LLC filed this quarterly 13F‑HR report disclosing 226 equity positions with a total reported market value of $110.23M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
226
Positions
$110.23M
Total AUM (reported)
1.02M
Total Shares
Allocation by class
EQUITIES$73.63M66.8%
ETF$31.61M28.7%
ADR$4.99M4.5%
Portfolio Concentration
Top 3$20.26M18.4%
4–10$26.16M23.7%
11–25$23.49M21.3%
Rest$40.32M36.6%
Top 3 weight
18.4%
Top 10 weight
42.1%
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)
Sole226
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings226
Rows:
VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS
SOLEShares125.35K
TypeSH
Market value$9.94M
9.02%
Sole
0.00
Shared
0.00
None
125.35K
VANGUARD INDEX FUNDS S&P 500 ETF USD
SOLEShares8.75K
TypeSH
Market value$5.23M
4.74%
Sole
0.00
Shared
0.00
None
8.75K
VANGUARD SCOTTSDALE FDS INTER TERM TREAS
SOLEShares85.59K
TypeSH
Market value$5.10M
4.62%
Sole
0.00
Shared
0.00
None
85.59K
ISHARES CORE MSCI EMERGING MARKETS ETF
SOLEShares63.93K
TypeSH
Market value$4.46M
4.05%
Sole
0.00
Shared
0.00
None
63.93K
ISHARES TIPS BOND ETF
SOLEShares39.23K
TypeSH
Market value$4.33M
3.93%
Sole
0.00
Shared
0.00
None
39.23K
ALPHABET INC CAP STK CL C
SOLEShares14.80K
TypeSH
Market value$4.25M
3.85%
Sole
0.00
Shared
0.00
None
14.80K
APPLE INC
SOLEShares15.11K
TypeSH
Market value$3.83M
3.48%
Sole
0.00
Shared
0.00
None
15.11K
VANGUARD SMALL-CAP INDEX FUND
SOLEShares13.20K
TypeSH
Market value$3.46M
3.14%
Sole
0.00
Shared
0.00
None
13.20K
NVIDIA CORPORATION COM
SOLEShares16.77K
TypeSH
Market value$2.93M
2.65%
Sole
0.00
Shared
0.00
None
16.77K
MICROSOFT CORP
SOLEShares7.86K
TypeSH
Market value$2.91M
2.64%
Sole
0.00
Shared
0.00
None
7.86K
AMAZON.COM INC
SOLEShares13.88K
TypeSH
Market value$2.89M
2.62%
Sole
0.00
Shared
0.00
None
13.88K
VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US
SOLEShares32.41K
TypeSH
Market value$2.43M
2.21%
Sole
0.00
Shared
0.00
None
32.41K
VANGUARD DEVELOPED MARKETS INDEX FUND ETF
SOLEShares26.77K
TypeSH
Market value$1.72M
1.56%
Sole
0.00
Shared
0.00
None
26.77K
CHUBB LIMITED COM NPV ISIN #CH0044328745
SOLEShares4.62K
TypeSH
Market value$1.51M
1.37%
Sole
0.00
Shared
0.00
None
4.62K
UNION PAC CORP COM
SOLEShares6.04K
TypeSH
Market value$1.47M
1.33%
Sole
0.00
Shared
0.00
None
6.04K
AMERICAN EXPRESS CO COM USD0.20
SOLEShares4.75K
TypeSH
Market value$1.44M
1.30%
Sole
0.00
Shared
0.00
None
4.75K
ANALOG DEVICES INC COM
SOLEShares4.52K
TypeSH
Market value$1.44M
1.30%
Sole
0.00
Shared
0.00
None
4.52K
DANAHER CORPORATION COM
SOLEShares7.50K
TypeSH
Market value$1.42M
1.29%
Sole
0.00
Shared
0.00
None
7.50K
ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012
SOLEShares1.04K
TypeSH
Market value$1.38M
1.25%
Sole
0.00
Shared
0.00
None
1.04K
JOHNSON &JOHNSON COM
SOLEShares5.45K
TypeSH
Market value$1.33M
1.21%
Sole
0.00
Shared
0.00
None
5.45K
PEPSICO INC
SOLEShares8.47K
TypeSH
Market value$1.31M
1.19%
Sole
0.00
Shared
0.00
None
8.47K
VANGUARD INTL EQUITY INDEX FDS FTSE SMCAP ETF
SOLEShares8.98K
TypeSH
Market value$1.31M
1.19%
Sole
0.00
Shared
0.00
None
8.98K
ECOLAB INC
SOLEShares4.91K
TypeSH
Market value$1.30M
1.18%
Sole
0.00
Shared
0.00
None
4.91K
TJX COMPANIES INC
SOLEShares8.04K
TypeSH
Market value$1.28M
1.17%
Sole
0.00
Shared
0.00
None
8.04K
ABBOTT LABORATORIES
SOLEShares12.23K
TypeSH
Market value$1.26M
1.14%
Sole
0.00
Shared
0.00
None
12.23K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHSSOLE | ETF | 125.35K | SH | $9.94M 9.02% | 0.00 | 0.00 | 125.35K |
VANGUARD INDEX FUNDS S&P 500 ETF USDSOLE | ETF | 8.75K | SH | $5.23M 4.74% | 0.00 | 0.00 | 8.75K |
VANGUARD SCOTTSDALE FDS INTER TERM TREASSOLE | Equities | 85.59K | SH | $5.10M 4.62% | 0.00 | 0.00 | 85.59K |
ISHARES CORE MSCI EMERGING MARKETS ETFSOLE | ETF | 63.93K | SH | $4.46M 4.05% | 0.00 | 0.00 | 63.93K |
ISHARES TIPS BOND ETFSOLE | ETF | 39.23K | SH | $4.33M 3.93% | 0.00 | 0.00 | 39.23K |
ALPHABET INC CAP STK CL CSOLE | Equities | 14.80K | SH | $4.25M 3.85% | 0.00 | 0.00 | 14.80K |
APPLE INCSOLE | Equities | 15.11K | SH | $3.83M 3.48% | 0.00 | 0.00 | 15.11K |
VANGUARD SMALL-CAP INDEX FUNDSOLE | Equities | 13.20K | SH | $3.46M 3.14% | 0.00 | 0.00 | 13.20K |
NVIDIA CORPORATION COMSOLE | Equities | 16.77K | SH | $2.93M 2.65% | 0.00 | 0.00 | 16.77K |
MICROSOFT CORPSOLE | Equities | 7.86K | SH | $2.91M 2.64% | 0.00 | 0.00 | 7.86K |
AMAZON.COM INCSOLE | Equities | 13.88K | SH | $2.89M 2.62% | 0.00 | 0.00 | 13.88K |
VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX USSOLE | Equities | 32.41K | SH | $2.43M 2.21% | 0.00 | 0.00 | 32.41K |
VANGUARD DEVELOPED MARKETS INDEX FUND ETFSOLE | ETF | 26.77K | SH | $1.72M 1.56% | 0.00 | 0.00 | 26.77K |
CHUBB LIMITED COM NPV ISIN #CH0044328745SOLE | Equities | 4.62K | SH | $1.51M 1.37% | 0.00 | 0.00 | 4.62K |
UNION PAC CORP COMSOLE | Equities | 6.04K | SH | $1.47M 1.33% | 0.00 | 0.00 | 6.04K |
AMERICAN EXPRESS CO COM USD0.20SOLE | Equities | 4.75K | SH | $1.44M 1.30% | 0.00 | 0.00 | 4.75K |
ANALOG DEVICES INC COMSOLE | Equities | 4.52K | SH | $1.44M 1.30% | 0.00 | 0.00 | 4.52K |
DANAHER CORPORATION COMSOLE | Equities | 7.50K | SH | $1.42M 1.29% | 0.00 | 0.00 | 7.50K |
ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012SOLE | Equities | 1.04K | SH | $1.38M 1.25% | 0.00 | 0.00 | 1.04K |
JOHNSON &JOHNSON COMSOLE | Equities | 5.45K | SH | $1.33M 1.21% | 0.00 | 0.00 | 5.45K |
PEPSICO INCSOLE | Equities | 8.47K | SH | $1.31M 1.19% | 0.00 | 0.00 | 8.47K |
VANGUARD INTL EQUITY INDEX FDS FTSE SMCAP ETFSOLE | ETF | 8.98K | SH | $1.31M 1.19% | 0.00 | 0.00 | 8.98K |
ECOLAB INCSOLE | Equities | 4.91K | SH | $1.30M 1.18% | 0.00 | 0.00 | 4.91K |
TJX COMPANIES INCSOLE | Equities | 8.04K | SH | $1.28M 1.17% | 0.00 | 0.00 | 8.04K |
ABBOTT LABORATORIESSOLE | Equities | 12.23K | SH | $1.26M 1.14% | 0.00 | 0.00 | 12.23K |
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