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Adam Rutledge

Minot Deblois Advisors Llc

Assets Managed
$110.225M
Holdings
226
Last Quarter
2026 - Q1
Filed Date
1mo 3d ago
Growth Rate
-1.02%(2Q avg: -0.07%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Minot Deblois Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 226 positions.

Assets under management

The assets under management (AUM) of Minot Deblois Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 110.225M in assets, with a quarterly growth rate of -1.02% and a 2-quarter average growth rate of -0.07%. The portfolio is managed by Adam Rutledge, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Decreased -1.39%
9.02%
$9.937M
125,354 shares@ $79.28 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 26.37%
4.75%
$5.228M
8,748 shares@ $597.57 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Decreased -12.94%
4.63%
$5.097M
85,587 shares@ $59.56 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -1.2%
4.05%
$4.459M
63,933 shares@ $69.75 avg price
TIP
Ishares Tips Bond Etf
Recent Activity
Increased 4.13%
3.93%
$4.33M
39,231 shares@ $110.36 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -8.14%
3.86%
$4.246M
14,801 shares@ $286.86 avg price
AAPL
Apple Inc
Recent Activity
Increased 3.57%
3.48%
$3.835M
15,111 shares@ $253.79 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Decreased -1.37%
3.14%
$3.457M
13,198 shares@ $261.93 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 4.55%
2.66%
$2.925M
16,774 shares@ $174.41 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 4.48%
2.65%
$2.91M
7,862 shares@ $370.16 avg price

1-10 of 226