13F Insight
DOSSIER · 13F-HR · Q2 2026

Boit C F David

$238M in tracked AUM across 85 positions as of Q2 2026.

BC
CIK 0001308331 · last filed Jun 30, 2026
Total AUM
$238M
as of Q2 2026
Holdings
85
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Boit C F David filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BRK/B
BERKSHIRE HATHAWAY INC CL B (NEW)
$16M31K6.6%02
CAT
CATERPILLAR INC COM
$15M14K6.4%03
GOOGL
ALPHABET INC CL A
$14M38K5.8%04
MSFT
MICROSOFT CORP COM
$12M33K5.1%05
XOM
EXXON MOBIL CORP COM
$11M84K4.8%06
AVGO
BROADCOM INC COM
$10M26K4.2%07
V
VISA INC CL A
$9M27K3.8%08
MRK
MERCK & CO INC (NEW)
$9M70K3.8%09
JNJ
JOHNSON & JOHNSON COM
$9M36K3.8%10
AAPL
APPLE INC COM
$9M30K3.7%

Filing history

2026Q2Jun 30
$238M▲ 5.5%
85 positionsView →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 positionsLocked
Showing 12 of 20