AI Portfolio Summary
In 2025 Q4, Minot DeBlois Advisors LLC maintained a portfolio of 251 distinct positions. They heavily accumulated shares in VANGUARD SCOTTSDALE , increasing their position by 5.4%. Conversely, Minot DeBlois Advisors LLC completely exited their position in VANGUARD WORLD FD IN.
Total Positions
251
Quarter
2025 Q4
Top Holding
VCSH (9.1%)
Top 10 Concentration
43.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 251
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VCSH
VANGUARD SCOTTS...
|
ETF | 9.10% | 8.73% |
#1
Prev: #1
|
7.6 | 6,560 | 5.4% |
P
S
|
127,127 | $10,135,828 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VGIT
VANGUARD SCOTTS...
|
ETF | 5.29% | 4.85% |
#2
Prev: #2
|
5.6 | 9,195 | 10.3% |
P
S
|
98,319 | $5,892,265 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
ALPHABET INC CA...
|
Communication Services | 4.54% | 3.76% |
#3
2
Prev: #5
|
3.3 | -914 | -5.4% |
P
S
|
16,114 | $5,056,717 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IEMG
ISHARES CORE MS...
|
ETF | 3.91% | 3.97% |
#4
Prev: #4
|
2.6 | -1,800 | -2.7% |
P
S
|
64,711 | $4,349,843 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 3.90% | 4.31% |
#5
2
Prev: #3
|
2.6 | -854 | -11.0% |
P
S
|
6,923 | $4,341,544 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TIP
ISHARES TIPS BO...
|
ETF | 3.72% | 3.45% |
#6
2
Prev: #8
|
3.5 | 3,466 | 10.1% |
P
S
|
37,676 | $4,140,939 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 3.56% | 3.55% |
#7
Prev: #7
|
1.9 | -789 | -5.1% |
P
S
|
14,591 | $3,966,590 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 3.27% | 3.58% |
#8
2
Prev: #6
|
1.8 | -108 | -1.4% |
P
S
|
7,525 | $3,639,437 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VB
VANGUARD SMALL-...
|
ETF | 3.10% | 3.10% |
#9
Prev: #9
|
1.7 | -84 | -0.6% |
P
S
|
13,382 | $3,451,959 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON.COM INC
|
Consumer Cyclical | 2.81% | 2.74% |
#10
Prev: #10
|
1.6 | -221 | -1.6% |
P
S
|
13,556 | $3,128,996 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.69% | 2.45% |
#11
Prev: #11
|
3.1 | 1,546 | 10.7% |
P
S
|
16,044 | $2,992,212 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEU
VANGUARD INTL E...
|
ETF | 2.16% | 2.02% |
#12
Prev: #12
|
1.4 | 1,509 | 4.8% |
P
S
|
32,729 | $2,407,564 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 1.58% | 1.44% |
#13
1
Prev: #14
|
1.1 | -31 | -0.6% |
P
S
|
4,746 | $1,755,904 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DHR
DANAHER CORPORA...
|
Healthcare | 1.49% | 1.27% |
#14
7
Prev: #21
|
1.1 | 200 | 2.8% |
P
S
|
7,250 | $1,659,610 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEA
VANGUARD DEVELO...
|
ETF | 1.48% | 1.43% |
#15
Prev: #15
|
1.1 | 31 | 0.1% |
P
S
|
26,375 | $1,647,638 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ACN
ACCENTURE PLC
|
Technology | 1.40% | 1.35% |
#16
2
Prev: #18
|
1.1 | -209 | -3.5% |
P
S
|
5,814 | $1,559,955 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ABT
ABBOTT LABORATO...
|
Healthcare | 1.34% | 1.43% |
#17
1
Prev: #16
|
1.0 | 196 | 1.7% |
P
S
|
11,951 | $1,497,336 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ADP
AUTOMATIC DATA ...
|
Technology | 1.31% | 1.49% |
#18
5
Prev: #13
|
1.0 | 66 | 1.2% |
P
S
|
5,665 | $1,457,156 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CB
CHUBB LIMITED C...
|
Financial Services | 1.29% | 1.16% |
#19
5
Prev: #24
|
1.0 | 61 | 1.3% |
P
S
|
4,604 | $1,436,865 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
UNP
UNION PAC CORP ...
|
Industrials | 1.26% | 1.28% |
#20
Prev: #20
|
1.0 | 95 | 1.6% |
P
S
|
6,059 | $1,401,617 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ECL
ECOLAB INC
|
Basic Materials | 1.25% | 1.37% |
#21
4
Prev: #17
|
1.0 | -230 | -4.2% |
P
S
|
5,287 | $1,387,994 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DIS
DISNEY WALT CO ...
|
Communication Services | 1.20% | 1.20% |
#22
1
Prev: #23
|
1.0 | 150 | 1.3% |
P
S
|
11,713 | $1,332,634 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ASML
ASML HOLDING NV...
|
Technology | 1.18% | 1.08% |
#23
3
Prev: #26
|
1.0 | -9 | -0.7% |
P
S
|
1,224 | $1,309,711 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.17% | 1.30% |
#24
5
Prev: #19
|
1.0 | 22 | 1.1% |
P
S
|
1,976 | $1,304,444 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NTRS
NORTHERN TRUST ...
|
Financial Services | 1.16% | 1.25% |
#25
3
Prev: #22
|
1.0 | -786 | -7.7% |
P
S
|
9,451 | $1,290,872 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.00% | 0.27% |
Sold All 😨
(Was: #74) |
0.0 | -395 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SGOV
ISHARES TR 0-3 ...
|
ETF | 0.00% | 0.18% |
Sold All 😨
(Was: #77) |
0.0 | -1,987 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
POWA
INVESCO EXCH TR...
|
Unknown | 0.00% | 0.11% |
Sold All 😨
(Was: #82) |
0.0 | -1,324 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VFH
VANGUARD WORLD ...
|
ETF | 0.00% | 0.10% |
Sold All 😨
(Was: #83) |
0.0 | -880 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MOAT
VANECK ETF TRUS...
|
ETF | 0.00% | 0.10% |
Sold All 😨
(Was: #84) |
0.0 | -1,135 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOOV
VANGUARD S&P 50...
|
ETF | 0.00% | 0.10% |
Sold All 😨
(Was: #85) |
0.0 | -555 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VHT
VANGUARD WORLD ...
|
ETF | 0.00% | 0.07% |
Sold All 😨
(Was: #93) |
0.0 | -299 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
SPDR S&P500 ETF...
|
ETF | 0.00% | 0.07% |
Sold All 😨
(Was: #94) |
0.0 | -116 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VDC
VANGUARD WORLD ...
|
ETF | 0.00% | 0.06% |
Sold All 😨
(Was: #97) |
0.0 | -327 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IYF
ISHARES US FINA...
|
ETF | 0.00% | 0.06% |
Sold All 😨
(Was: #98) |
0.0 | -534 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AZO
AUTOZONE INC CO...
|
Consumer Cyclical | 0.00% | 0.05% |
Sold All 😨
(Was: #100) |
0.0 | -14 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VIS
VANGUARD WORLD ...
|
ETF | 0.00% | 0.05% |
Sold All 😨
(Was: #103) |
0.0 | -193 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VCR
VANGUARD WORLD ...
|
ETF | 0.00% | 0.05% |
Sold All 😨
(Was: #105) |
0.0 | -138 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VXUS
VANGUARD TOTAL ...
|
ETF | 0.00% | 0.05% |
Sold All 😨
(Was: #106) |
0.0 | -736 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVUS
AVANTIS US EQUI...
|
ETF | 0.00% | 0.04% |
Sold All 😨
(Was: #111) |
0.0 | -421 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
T
AT&T INC COM US...
|
Communication Services | 0.00% | 0.03% |
Sold All 😨
(Was: #118) |
0.0 | -1,112 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EXPE
EXPEDIA GROUP I...
|
Consumer Cyclical | 0.00% | 0.03% |
Sold All 😨
(Was: #119) |
0.0 | -145 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VONV
VANGUARD SCOTTS...
|
ETF | 0.00% | 0.02% |
Sold All 😨
(Was: #123) |
0.0 | -306 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VPU
VANGUARD WORLD ...
|
ETF | 0.00% | 0.02% |
Sold All 😨
(Was: #127) |
0.0 | -136 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.00% | 0.01% |
Sold All 😨
(Was: #144) |
0.0 | -44 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSTR
STRATEGY INC CO...
|
Technology | 0.00% | 0.01% |
Sold All 😨
(Was: #156) |
0.0 | -25 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MDLZ
MONDELEZ INTL I...
|
Consumer Defensive | 0.00% | 0.01% |
Sold All 😨
(Was: #169) |
0.0 | -100 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GILD
GILEAD SCIENCES...
|
Healthcare | 0.00% | 0.01% |
Sold All 😨
(Was: #177) |
0.0 | -50 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SRE
SEMPRA COM
|
Utilities | 0.00% | 0.00% |
Sold All 😨
(Was: #188) |
0.0 | -50 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MET
METLIFE INC COM...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #195) |
0.0 | -50 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CME
CME GROUP INC C...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #214) |
0.0 | -10 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XYZ
BLOCK INC CL A
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #224) |
0.0 | -25 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VGLT
VANGUARD SCOTTS...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #226) |
0.0 | -30 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TTE
TOTAL ENERGIES ...
|
Energy | 0.00% | 0.00% |
Sold All 😨
(Was: #229) |
0.0 | -25 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AKAM
AKAMAI TECHNOLO...
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #238) |
0.0 | -5 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CPZ
CALAMOS LNG SHR...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #241) |
0.0 | -5 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 251 holdings