Minot DeBlois Advisors LLC

Q3 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
236
Total value ($000)
$117,524
Net value change ($000)
+1,059 (0.9%)
New positions
8
Sold out positions
12
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
XOM 1,090 NEW
MSFT 1,059 35.7%
NVDA 693 19.9%
AAPL 441 10.5%
ACN 382 50.3%
META 324 28.8%
THVB 307 NEW
CRM 300 43.9%
DHR 268 17.9%
TIP 220 4.8%
Top Reduces (Value $000, Stocks/ETFs)
XOM -923 -100.0%
VCSH -542 -5.8%
GOOG -443 -8.9%
CSCO -304 -17.4%
VB -274 -6.9%
ASML -242 -12.0%
VEA -189 -9.9%
HON -182 -47.4%
ICLN -140 -16.7%
IEMG -140 -2.6%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type