Minot DeBlois Advisors LLC
CIK: 1475933SEC EDGAR →
Portfolio Value
$42.4B
Holdings
226
As of
Q1 2026
New Positions
220
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS | 125,354 | $9.9B | 23.46% |
| 2 | VANGUARD SCOTTSDALE FDS INTER TERM TREAS | 85,587 | $5.1B | 12.03% |
| 3 | ISHARES CORE MSCI EMERGING MARKETS ETF | 63,933 | $4.5B | 10.53% |
| 4 | VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US | 32,412 | $2.4B | 5.75% |
| 5 | VANGUARD DEVELOPED MARKETS INDEX FUND ETF | 26,771 | $1.7B | 4.05% |
| 6 | CISCO SYSTEMS INC | 15,537 | $1.2B | 2.85% |
| 7 | DISNEY WALT CO COM | 11,924 | $1.1B | 2.71% |
| 8 | NEXTERA ENERGY INC COM USD0.01 | 10,752 | $998.6M | 2.36% |
| 9 | ROCHE HOLDINGS ADR | 19,436 | $966.2M | 2.28% |
| 10 | VERIZON COMMUNICATIONS INC | 17,762 | $891.7M | 2.10% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 84 | $28.7B | 67.8% |
| Unknown | 24 | $2.8B | 6.5% |
| Technology | 27 | $1.8B | 4.3% |
| Energy | 6 | $1.4B | 3.3% |
| Healthcare | 17 | $1.4B | 3.3% |
| Basic Materials | 8 | $1.3B | 3.1% |
| Communication Services | 9 | $1.2B | 2.7% |
| Consumer Defensive | 12 | $1.1B | 2.6% |
| Utilities | 6 | $1.0B | 2.4% |
| Consumer Cyclical | 10 | $612.0M | 1.4% |
| Industrials | 21 | $594.4M | 1.4% |
| Real Estate | 2 | $436.1M | 1.0% |