Minot DeBlois Advisors LLC
SEC Form 13F institutional filer · CIK 0001475933
13F-HR · 126 reported holdings · 2026-03-31
Reported long-US-equity value
$0.08B
Top-10 concentration
53.0%
Minot DeBlois Advisors LLC — $81.6M AUM allocation strategy
Minot DeBlois Advisors LLC files SEC Form 13F and reports $81.6M of long US equity value across 126 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 13.6%, followed by Communication Services 5.2% and Financials 5.1%.
The top 10 holdings account for 53% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Minot DeBlois Advisors LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$81.6M
total across 126 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
53% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BLK +1.83K sh · +$111K+$GIS +1.53K sh · −$36K+$PYPL +1.16K sh · −$107K
Biggest trims (shares)
−$INTC −2.83K sh · −$97.9K−$GOOGL −1.31K sh · −$811K−$IVV −988 sh · +$93.2K
Exited to nil (held last quarter, gone now)
$CVS ($9.44K last qtr)$INTU ($6.62K last qtr)$USB ($5.34K last qtr)$MRVL ($4.25K last qtr)$APD ($3.71K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors5.3%—
- Interactive Media & Services5.2%—
- Technology Hardware, Storage & Peripherals4.7%—
- Systems Software3.6%—
- Broadline Retail3.5%—
- Property & Casualty Insurance1.9%—
- Rail Transportation1.8%—
- Consumer Finance1.7%—
- Other holdings72.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOGL | Alphabet Inc | 14.8K | $4.25M | -1.31K | 5.2% |
| $AAPL | Apple Inc | 15.1K | $3.83M | +520 | 4.7% |
| $NVDA | NVIDIA Corporation | 16.8K | $2.93M | +730 | 3.6% |
| $MSFT | Microsoft Corporation | 7.86K | $2.91M | +337 | 3.6% |
| $AMZN | Amazon.com Inc | 13.9K | $2.89M | +321 | 3.5% |
| $CB | Chubb Limited | 4.62K | $1.51M | +15 | 1.8% |
| $UNP | Union Pacific Corporation | 6.04K | $1.47M | -19 | 1.8% |
…and 119 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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