§ 13F · FUND PROFILE
Boit C F David.
AUM · $238M (13F)Positions · 85Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$339K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC CL B (NEW) | 31K | $16M | 6.6% | −2% |
| 2 | CAT | CATERPILLAR INC COM | 14K | $15M | 6.4% | −14% |
| 3 | GOOGL | ALPHABET INC CL A | 38K | $14M | 5.8% | ±0% |
| 4 | MSFT | MICROSOFT CORP COM | 33K | $12M | 5.1% | ±0% |
| 5 | XOM | EXXON MOBIL CORP COM | 84K | $11M | 4.8% | ±0% |
| 6 | AVGO | BROADCOM INC COM | 26K | $10M | 4.2% | −5% |
| 7 | V | VISA INC CL A | 27K | $9M | 3.8% | ±0% |
| 8 | MRK | MERCK & CO INC (NEW) | 70K | $9M | 3.8% | ±0% |
| 9 | JNJ | JOHNSON & JOHNSON COM | 36K | $9M | 3.8% | ±0% |
| 10 | AAPL | APPLE INC COM | 30K | $9M | 3.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BOIT SIGNAL
AC read
Boit C F David is a Other fund managing $238 million in assets. The fund runs a portfolio of 85 positions.
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