Minot DeBlois Advisors LLC

Q4 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
225
Total value ($000)
$111,367
Net value change ($000)
+971 (0.9%)
New positions
12
Sold out positions
32
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 910 21.9%
VGIT 542 10.1%
VCSH 499 5.2%
TIP 336 8.8%
NVDA 287 10.6%
DHR 262 18.7%
ADBE 185 9250.0%
VEU 180 8.1%
ADI 173 16.8%
AXP 169 10.6%
Top Reduces (Value $000, Stocks/ETFs)
VOO -421 -8.8%
INTC -377 -73.2%
GOOGL -343 -71.8%
MSFT -315 -8.0%
VGT -295 -100.0%
SGOV -200 -100.0%
ADP -186 -11.3%
META -131 -9.1%
ECL -123 -8.1%
VIG -120 -14.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type