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Filers›Asset Manager›Boit C F David
DOSSIER · 13F-HR · Q1 2026

Boit C F David

Boit C F David's asset manager based in New York, NY — $225M in tracked AUM across 119 positions as of Q1 2026.

BC
Boit C F David·New York, NY·Asset Manager
CIK 0001308331 · last filed Mar 31, 2026
Total AUM
$225M
▲ 1.6%
vs prior
Holdings
119
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Financials
13% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…
AI Agent · grounded in Boit
haiku-4-5 · 119 positions indexed
Sector mix
  • Financials13%
  • Health Care25%
  • Communications6%
  • Industrials35%
  • Energy6%
  • Other15%
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