1y return+11.2%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $115 against $127 in the S&P 500.2
Minot DeBlois Advisors LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VCSHVanguard Scottsdale Fds Vanguard Short-term Corporate Bd Index Fd Etf Shs | $9.4M | 8.1% | −4.9% |
| VOOVanguard Index Funds S&p 500 Etf Usd | $5.9M | 5.1% | −1.2% |
| IEMGIshares Core Msci Emerging Markets Etf | $5.3M | 4.6% | |
| GOOGAlphabet Inc Cap Stk Cl C | $5.0M | 4.3% | −4.4% |
| VGITVanguard Scottsdale Fds Inter Term Treas | $4.9M | 4.2% | −2.6% |
| TIPIshares Tips Bond Etf | $4.6M | 4.0% | +7.4% |
| AAPLApple Inc | $4.2M | 3.6% | −3.6% |
| VBVanguard Small-cap Index Fund | $4.0M | 3.4% | |
| NVDANvidia Corporation Com | $3.5M | 3.0% | +3.7% |
| AMZNAmazon.com Inc | $3.3M | 2.8% | |
| MSFTMicrosoft Corp | $3.0M | 2.5% | +1.2% |
| VEUVanguard Intl Equity Index Fds Allwrld Ex Us | $2.7M | 2.3% | |
| Asml Holding Nv Eur0.09 Ny Registry Shs 2012CUSIP N07059210 | $2.0M | 1.7% | −2.8% |
| VEAVanguard Developed Markets Index Fund Etf | $1.9M | 1.6% | |
| ADIAnalog Devices Inc Com | $1.8M | 1.5% | |
| CSCOCisco Systems Inc | $1.8M | 1.5% | −4.1% |
| AXPAmerican Express Co Com Usd0.20 | $1.6M | 1.4% | +1.4% |
| UNPUnion Pac Corp Com | $1.6M | 1.4% | −2.0% |
| Chubb Limited Com Npv Isin #ch0044328745CUSIP H1467J104 | $1.6M | 1.4% | |
| NTRSNorthern Trust Corp Com Usd1.666 | $1.5M | 1.3% | |
| DHRDanaher Corporation Com | $1.5M | 1.3% | +4.9% |
| ADPAutomatic Data Processing Inc Com | $1.4M | 1.2% | +3.4% |
| VSSVanguard Intl Equity Index Fds Ftse Smcap Etf | $1.4M | 1.2% | |
| JNJJohnson &johnson Com | $1.4M | 1.2% | −1.4% |
| ECLEcolab Inc | $1.3M | 1.2% | −1.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Asml Holding Nv Eur0.09 Ny Registry Shs 2012CUSIP N07059210 | December 31, 2024 | +187.0% | $2.0M |
| CSCOCisco Systems Inc | December 31, 2024 | +98.4% | $1.8M |
| ADIAnalog Devices Inc Com | December 31, 2024 | +86.9% | $1.8M |
| GOOGAlphabet Inc Cap Stk Cl C | December 31, 2024 | +85.5% | $5.0M |
| JNJJohnson &johnson Com | December 31, 2024 | +75.6% | $1.4M |
| NTRSNorthern Trust Corp Com Usd1.666 | December 31, 2024 | +69.6% | $1.5M |
| RTXRtx Corporation Com Usd1.00 | December 31, 2024 | +64.0% | $988K |
| NVSNovartis Ag Sponsored Adr | December 31, 2024 | +61.1% | $1.1M |
| IEMGIshares Core Msci Emerging Markets Etf | December 31, 2024 | +58.6% | $5.3M |
| NVDANvidia Corporation Com | December 31, 2024 | +49.0% | $3.5M |
Sold off last quarter
- Honeywell International Inc Com Usd1CUSIP 438516106 was $794K
- CWCurtiss-wright Corp was $22K
- SOSouthern Co was $14K
- KMBKimberly-clark Corp Com was $7,235
- PMPhilip Morris International Inc Com Npv was $5,787
- QQQInvesco Qqq Tr Unit Ser 1 was $5,772
- XLRESelect Sector Spdr Trust State Street Real Estate Select Sector Spdr Etf was $4,083
- NOCNorthrop Grumman Corp Com Usd1 was $3,411
- FHLCFidelity Msci Health Care Index Etf was $3,337
- SAPSap Adr Rep 1 Ord was $2,568
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +5.9% | +14.8% |
| March 31, 2026 | −2.9% | −4.6% |
| December 31, 2025 | +3.1% | +2.4% |
| September 30, 2025 | +5.0% | +7.8% |
| June 30, 2025 | +5.9% | +10.5% |
| March 31, 2025 | −2.1% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Minot DeBlois Advisors LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1475933&type=13F-HR&dateb=&owner=include&count=40CIK 1475933
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1475933/000147593326000003/Filed August 13, 2026 · accession 0001475933-26-000003