Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Boit C F David (CIK 1308331) reported $225.3M across 114 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($15.2M, 6.73%), XOM ($14.3M, 6.33%), MSFT ($12.1M, 5.36%), CAT ($11.7M, 5.19%), GOOGL ($11.0M, 4.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC CL B (NEW) | $15.2M | 6.73% | 31,628 | Hold |
| 2 | XOM | EXXON MOBIL CORP COM | $14.3M | 6.33% | 84,053 | Hold |
| 3 | MSFT | MICROSOFT CORP COM | $12.1M | 5.36% | 32,604 | Added |
| 4 | CAT | CATERPILLAR INC COM | $11.7M | 5.19% | 16,500 | Trimmed |
| 5 | GOOGL | ALPHABET INC CL A | $11.0M | 4.89% | 38,322 | Hold |
| 6 | V | VISA INC CL A | $9.3M | 4.13% | 26,630 | Hold |
| 7 | JNJ | JOHNSON & JOHNSON COM | $8.7M | 3.85% | 35,500 | Trimmed |
| 8 | AVGO | BROADCOM INC COM | $8.6M | 3.81% | 27,750 | Hold |
| 9 | MRK | MERCK & CO INC (NEW) | $8.5M | 3.75% | 70,283 | Hold |
| 10 | AAPL | APPLE INC COM | $7.6M | 3.38% | 30,002 | Hold |
| 11 | MCD | MCDONALD'S CORP COM | $6.2M | 2.73% | 19,800 | Hold |
| 12 | MA | MASTERCARD INC CL A | $5.6M | 2.47% | 11,140 | Hold |
| 13 | ABBV | ABBVIE INC COM | $5.4M | 2.37% | 24,600 | Hold |
| 14 | CB | CHUBB LIMITED | $5.3M | 2.34% | 16,165 | Hold |
| 15 | BAC | BANK OF AMERICA CORP COM | $5.2M | 2.32% | 107,198 | Hold |
| 16 | ADP | AUTOMATIC DATA PROCESSING INC COM | $4.6M | 2.02% | 22,400 | Hold |
| 17 | JPM | JPMORGAN CHASE & CO COM | $4.3M | 1.90% | 14,551 | Trimmed |
| 18 | INTU | INTUIT INC COM | $3.9M | 1.75% | 9,100 | Added |
| 19 | SYK | STRYKER CORP COM | $3.8M | 1.70% | 11,645 | Hold |
| 20 | QCOM | QUALCOMM INC COM | $3.8M | 1.70% | 21,500 | Hold |
| 21 | ADI | ANALOG DEVICES INC COM | $3.8M | 1.69% | 11,944 | Hold |
| 22 | PG | PROCTER & GAMBLE CO COM | $3.7M | 1.62% | 25,274 | Hold |
| 23 | ABT | ABBOTT LABORATORIES COM | $3.4M | 1.49% | 32,800 | Hold |
| 24 | PEP | PEPSICO INC COM | $3.2M | 1.42% | 22,900 | Hold |
| 25 | LMT | LOCKHEED MARTIN CORP COM | $3.2M | 1.41% | 5,260 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31