Institutional Fund
Minot Deblois Advisors LLC
Boston, MACIK 14759335 filings on record
Portfolio Value
$110.23M
Q1 2026
Holdings
226
Reported positions
New Buys
21
Opened this quarter
QoQ Change
-1.0%
from $111.37M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Scottsdale Fds9.0%
- Vanguard Index Fds4.7%
- Vanguard Scottsdale Fds4.6%
- Ishares Inc4.0%
- Ishares Tr3.9%
- Alphabet Inc3.9%
- Other69.8%
Portfolio Holdings
226 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | 125.4K | $9.94M | 9.0% | −1.8K | Reduced |
| 2 | Vanguard Index Fds | 8.7K | $5.23M | 4.7% | +1.8K | Added |
| 3 | Vanguard Scottsdale Fds | 85.6K | $5.10M | 4.6% | −12.7K | Reduced |
| 4 | Ishares Inc | 63.9K | $4.46M | 4.0% | −778 | Reduced |
| 5 | Ishares Tr | 39.2K | $4.33M | 3.9% | +1.6K | Added |
| 6 | Alphabet Inc | 14.8K | $4.25M | 3.9% | −1.3K | Reduced |
| 7 | Apple Inc | 15.1K | $3.83M | 3.5% | +520 | Added |
| 8 | Vanguard Index Fds | 13.2K | $3.46M | 3.1% | −184 | Reduced |
| 9 | Nvidia Corporation | 16.8K | $2.93M | 2.7% | +730 | Added |
| 10 | Microsoft Corp | 7.9K | $2.91M | 2.6% | +337 | Added |
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