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 $237.6M across 83 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BRK/B ($15.6M, 6.56%), CAT ($15.1M, 6.36%), GOOGL ($13.7M, 5.78%), MSFT ($12.2M, 5.12%), XOM ($11.5M, 4.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC CL B (NEW) | $15.6M | 6.56% | 31,128 | Trimmed |
| 2 | CAT | CATERPILLAR INC COM | $15.1M | 6.36% | 14,200 | Trimmed |
| 3 | GOOGL | ALPHABET INC CL A | $13.7M | 5.78% | 38,322 | Hold |
| 4 | MSFT | MICROSOFT CORP COM | $12.2M | 5.12% | 32,604 | Hold |
| 5 | XOM | EXXON MOBIL CORP COM | $11.5M | 4.82% | 84,053 | Hold |
| 6 | AVGO | BROADCOM INC COM | $10.0M | 4.19% | 26,350 | Trimmed |
| 7 | V | VISA INC CL A | $9.1M | 3.85% | 26,630 | Hold |
| 8 | MRK | MERCK & CO INC (NEW) | $9.0M | 3.80% | 70,283 | Hold |
| 9 | JNJ | JOHNSON & JOHNSON COM | $9.0M | 3.79% | 35,500 | Hold |
| 10 | AAPL | APPLE INC COM | $8.7M | 3.65% | 30,002 | Hold |
| 11 | ABBV | ABBVIE INC COM | $6.2M | 2.61% | 24,600 | Hold |
| 12 | BAC | BANK OF AMERICA CORP COM | $6.1M | 2.57% | 107,198 | Hold |
| 13 | MA | MASTERCARD INC CL A | $5.7M | 2.41% | 11,140 | Hold |
| 14 | CB | CHUBB LIMITED | $5.5M | 2.32% | 16,165 | Hold |
| 15 | MCD | MCDONALD'S CORP COM | $5.4M | 2.25% | 19,800 | Hold |
| 16 | ADP | AUTOMATIC DATA PROCESSING INC COM | $5.3M | 2.24% | 23,775 | Added |
| 17 | JPM | JPMORGAN CHASE & CO COM | $4.8M | 2.00% | 14,551 | Hold |
| 18 | ADI | ANALOG DEVICES INC COM | $4.7M | 2.00% | 11,944 | Hold |
| 19 | GLW | CORNING INC COM | $4.3M | 1.82% | 16,900 | Trimmed |
| 20 | SYK | STRYKER CORP COM | $4.1M | 1.73% | 13,045 | Added |
| 21 | QCOM | QUALCOMM INC COM | $4.0M | 1.67% | 21,500 | Hold |
| 22 | PG | PROCTER & GAMBLE CO COM | $3.7M | 1.56% | 25,274 | Hold |
| 23 | PEP | PEPSICO INC COM | $3.1M | 1.30% | 22,900 | Hold |
| 24 | PH | PARKER-HANNIFIN CORP COM | $3.0M | 1.28% | 3,100 | Hold |
| 25 | ABT | ABBOTT LABORATORIES COM | $3.0M | 1.25% | 32,800 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30