Minot De Blois Advisors LLC Portfolio Holdings

Minot De Blois Advisors LLC

  • $106 Billion
  • Q2 2025

Minot De Blois Advisors LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $106 Billion distributed in 257 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Sht Term Corp Bd ETF with a value of $9.32B, Vanguard Intermediate Term Tre with a value of $5.27B, Vanguard Index Fds S&P 500 ETF with a value of $4.49B, Ishares Inc with a value of $4.09B, and Microsoft Corp with a value of $3.94B.

Examining the 13F form we can see an increase of $5.23B in the current position value, from $100B to 106B.

Minot De Blois Advisors LLC is based out at Boston, MA

Below you can find more details about Minot De Blois Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $106 Billion
ETFs: $40.1 Billion
Technology: $17.1 Billion
Communication Services: $7.91 Billion
Healthcare: $7.68 Billion
Financial Services: $7.58 Billion
Industrials: $7.29 Billion
Consumer Defensive: $6.16 Billion
Consumer Cyclical: $5.9 Billion
Other: $5.52 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$33.9 Million 0.03% of portfolio
3,000
Q4 2024 New
$0
$81,000 0.0% of portfolio
5
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 257
  • Current Value $106 Billion
  • Prior Value $100 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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