§ 13F · FUND PROFILE
Boit C F David.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $221M (13F)Positions · 119Turnover · — · Q1Filed · Apr 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$934K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC CL B (NEW) | 32K | $15M | 6.7% | ±0% |
| 2 | XOM | EXXON MOBIL CORP COM | 84K | $14M | 6.3% | ±0% |
| 3 | MSFT | MICROSOFT CORP COM | 33K | $12M | 5.4% | +3% |
| 4 | CAT | CATERPILLAR INC COM | 17K | $12M | 5.2% | −12% |
| 5 | GOOGL | ALPHABET INC CL A | 38K | $11M | 4.9% | ±0% |
| 6 | V | VISA INC CL A | 27K | $9M | 4.1% | ±0% |
| 7 | JNJ | JOHNSON & JOHNSON COM | 36K | $9M | 3.9% | −5% |
| 8 | AVGO | BROADCOM INC COM | 28K | $9M | 3.8% | ±0% |
| 9 | MRK | MERCK & CO INC (NEW) | 70K | $8M | 3.8% | ±0% |
| 10 | AAPL | APPLE INC COM | 30K | $8M | 3.4% | ±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 $221 million in assets. The fund runs a portfolio of 119 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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