Boit C F David

CIK 0001308331 · Quarter end: 2026-06-30 · Filed on: 2026-07-30 · Open the SEC source

Boit C F David reported 85 positions worth $237.6M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: BRK-B (6.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$237.6M
2026 Q2
Positions
85
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
47.9%
Est. Net Flow (Q)
2026 Q2
10 / 85 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BRK-BBERKSHIRE HATHAWAY INC CL B (NEW)SH$15.6M6.56%31,128
2CATCATERPILLAR INC COMSH$15.1M6.36%14,200
3GOOGLALPHABET INC CL ASH$13.7M5.78%38,322
4MSFTMICROSOFT CORP COMSH$12.2M5.12%32,604
5EXMOCEXXON MOBIL CORP COMSH$11.5M4.82%84,053
6AVGOBROADCOM INC COMSH$10.0M4.19%26,350
7VVISA INC CL ASH$9.1M3.85%26,630
8MRKMERCK & CO INC (NEW)SH$9.0M3.80%70,283
9JNJJOHNSON & JOHNSON COMSH$9.0M3.79%35,500
10AAPLAPPLE INC COMSH$8.7M3.65%30,002

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Boit C F David hold as of Q2 2026?

Boit C F David reported 85 positions worth $237.6M in its Q2 2026 13F filing. Largest positions: BRK-B (6.6%), CAT (6.4%), GOOGL (5.8%), MSFT (5.1%) and EXMOC (4.8%).

What did Boit C F David buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Boit C F David sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.