§ 13F · FUND PROFILE
Boit C F David.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $207.9T (13F)Positions · 124Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$62.8B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC CL B (NEW) | 32K | $15.8T | 6.8% | ±0% |
| 2 | MSFT | MICROSOFT CORP COM | 32K | $15.2T | 6.6% | ±0% |
| 3 | GOOGL | ALPHABET INC CL A | 38K | $12.6T | 5.4% | ±0% |
| 4 | CAT | CATERPILLAR INC COM | 19K | $11.6T | 5.0% | −4% |
| 5 | XOM | EXXON MOBIL CORP COM | 84K | $10.5T | 4.5% | ±0% |
| 6 | AVGO | BROADCOM INC COM | 28K | $9.6T | 4.1% | ±0% |
| 7 | V | VISA INC CL A | 27K | $9.3T | 4.0% | ±0% |
| 8 | AAPL | APPLE INC COM | 30K | $7.8T | 3.4% | ±0% |
| 9 | MRK | MERCK & CO INC (NEW) | 70K | $7.8T | 3.4% | ±0% |
| 10 | JNJ | JOHNSON & JOHNSON COM | 38K | $7.7T | 3.3% | ±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 $207884.8 trillion in assets. The fund runs a portfolio of 124 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed