13F Insight
DOSSIER · 13F-HR · Q1 2026

Boit C F David

$225M in tracked AUM across 119 positions as of Q1 2026.

BC
CIK 0001308331 · last filed Mar 31, 2026
Total AUM
$225M
as of Q1 2026
Holdings
119
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Boit C F David filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BRK/B
BERKSHIRE HATHAWAY INC CL B (NEW)
$15M32K6.7%02
XOM
EXXON MOBIL CORP COM
$14M84K6.3%03
MSFT
MICROSOFT CORP COM
$12M33K5.4%04
CAT
CATERPILLAR INC COM
$12M17K5.2%05
GOOGL
ALPHABET INC CL A
$11M38K4.9%06
V
VISA INC CL A
$9M27K4.1%07
JNJ
JOHNSON & JOHNSON COM
$9M36K3.9%08
AVGO
BROADCOM INC COM
$9M28K3.8%09
MRK
MERCK & CO INC (NEW)
$8M70K3.8%10
AAPL
APPLE INC COM
$8M30K3.4%

Filing history

2026Q1Mar 31
$225M▼ 2.6%
119 positionsView →2025Q4Dec 31
$231M▲ 4.7%
121 positionsView →2025Q3Sep 30
$221M▲ 6.3%
119 positionsView →2025Q2Jun 30
$208M▲ 4.3%
124 positionsLocked2025Q1Mar 31
$199M▼ 19.0%
129 positionsLocked2024Q4Dec 31
$246M▲ 21.9%
128 positionsLocked2024Q3Sep 30
$202M▲ 5.2%
129 positionsLocked2024Q2Jun 30
$192M▲ 4.9%
129 positionsLocked2024Q1Mar 31
$183M▲ 3.4%
119 positionsLocked2023Q4Dec 31
$177M▲ 21.2%
134 positionsLocked2023Q3Sep 30
$146M▼ 3.1%
106 positionsLocked2023Q2Jun 30
$151M▲ 3.0%
109 positionsLocked
Showing 12 of 19