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CIK: 0001308331
Total reported value
$237.6M
$237.6M
117 檔
27.0%
The Q1 2026 SEC filing reveals that Boit C F David held a total portfolio value of $237.6M, covering 117 public equity positions.
In Q1 2026, Boit C F David adopted a defensive or profit-taking posture, trimming 9 positions and completely liquidating 3 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, XOM, MSFT) accounted for 27.0% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 6.73% | -0.17% | — | |
| 2 | XOM | Exxon Mobil CORP | Stock-Energy | 6.33% | -1.51% | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.36% | -0.24% | +2.52% | |
| 4 | CAT | Caterpillar Inc | Stock-Industrials | 5.19% | +1.17% | -12.23% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.89% | +0.89% | — | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 4.13% | -0.28% | — | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.85% | -0.06% | -5.33% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 3.81% | +0.38% | — | |
| 9 | MRK | Merck & Co. Inc. | Stock-Healthcare | 3.75% | +0.05% | — | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.38% | +0.27% | — | |
| 11 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.73% | -0.48% | — | |
| 12 | MA | Mastercard Inc - A | Stock-Financials | 2.47% | -0.06% | — | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 2.37% | +0.24% | — | |
| 14 | CB | Chubb Limited | Stock-Financials | 2.34% | -0.02% | — | |
| 15 | BAC | Bank Of America CORP | Stock-Financials | 2.32% | +0.25% | — | |
| 16 | ADP | Automatic Data Processing | Stock-Tech | 2.02% | +0.22% | — | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.90% | +0.10% | -1.36% | |
| 18 | INTU | Intuit Inc | Stock-Tech | 1.75% | -0.50% | +15.19% | |
| 19 | SYK | Stryker CORP | Stock-Healthcare | 1.70% | +0.03% | — | |
| 20 | QCOM | Qualcomm Inc | Stock-Tech | 1.70% | -0.03% | — | |
| 21 | ADI | Analog Devices Inc | Stock-Tech | 1.69% | +0.31% | — | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.62% | -0.06% | — | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 1.49% | -0.24% | — | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.42% | -0.12% | — | |
| 25 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.41% | -0.28% | — | |
| 26 | PH | Parker Hannifin CORP | Stock-Industrials | 1.23% | +0.05% | — | |
| 27 | GLW | Corning Inc | Stock-Tech | 1.03% | +0.79% | — | |
| 28 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.87% | -0.03% | — | |
| 29 | EOG | Eog Resources Inc | Stock-Energy | 0.75% | -0.11% | — | |
| 30 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.75% | -0.01% | -21.61% | |
| 31 | DHR | Danaher CORP | Stock-Healthcare | 0.74% | -0.03% | — | |
| 32 | PCAR | Paccar Inc | Stock-Industrials | 0.68% | -0.01% | — | |
| 33 | AMT | American Tower CORP | Stock-Real Estate | 0.67% | -0.07% | — | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.64% | -0.04% | — | |
| 35 | AMGN | Amgen Inc | Stock-Healthcare | 0.62% | -0.01% | — | |
| 36 | LIN | Linde plc | Stock-Materials | 0.62% | -0.01% | +250.00% | |
| 37 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.61% | +0.02% | — | |
| 38 | PFE | Pfizer Inc | Stock-Healthcare | 0.61% | -0.11% | — | |
| 39 | UNP | Union Pacific CORP | Stock-Industrials | 0.61% | +0.03% | — | |
| 40 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.59% | -0.02% | — | |
| 41 | PPG | Ppg Industries Inc | Stock-Materials | 0.52% | +0.04% | — | |
| 42 | GE | General Electric | Stock-Industrials | 0.50% | +0.12% | — | |
| 43 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.47% | +0.45% | — | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.46% | +0.05% | — | |
| 45 | AMAT | Applied Materials Inc | Stock-Tech | 0.46% | +0.45% | — | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | +0.04% | +4.50% | |
| 47 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.41% | +0.02% | — | |
| 48 | GWW | Ww Grainger Inc | Stock-Industrials | 0.39% | +0.07% | — | |
| 49 | SPGI | S&p Global Inc | Stock-Financials | 0.39% | +0.01% | +192.86% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.39% | +0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +1.8% | — | Unchanged |
| 2 | JNJ | Johnson & Johnson | +0.5% | -5.33% | Trim |
| 3 | LIN | Linde plc | +0.5% | +250.00% | Add |
| 4 | GLW | Corning Inc | +0.4% | — | Unchanged |
| 5 | MRK | Merck & Co. Inc. | +0.4% | — | Unchanged |
| 6 | SPGI | S&p Global Inc | +0.2% | +192.86% | Add |
| 7 | EOG | Eog Resources Inc | +0.2% | — | Unchanged |
| 8 | CB | Chubb Limited | +0.2% | — | Unchanged |
| 9 | LMT | Lockheed Martin CORP | +0.2% | — | Unchanged |
| 10 | CAT | Caterpillar Inc | +0.2% | -12.23% | Trim |
| 11 | ADI | Analog Devices Inc | +0.1% | — | Unchanged |
| 12 | MCD | Mcdonald's CORP | +0.1% | — | Unchanged |
| 13 | V | Visa Inc-class A Shares | +0.1% | — | Unchanged |
| 14 | CVX | Chevron CORP | +0.1% | — | Unchanged |
| 15 | NVS | Novartis Ag-sponsored Adr | +0.1% | — | Unchanged |
| 16 | PFE | Pfizer Inc | +0.1% | — | Unchanged |
| 17 | AMAT | Applied Materials Inc | +0.1% | — | Unchanged |
| 18 | PG | Procter & Gamble Co/the | +0.1% | — | Unchanged |
| 19 | VZ | Verizon Communications Inc | +0.1% | — | Unchanged |
| 20 | AMGN | Amgen Inc | +0.1% | — | Unchanged |
| 21 | UNP | Union Pacific CORP | +0.1% | — | Unchanged |
| 22 | QCOM | Qualcomm Inc | +0.1% | — | Unchanged |
| 23 | CL | Colgate-palmolive Co | 0% | — | Unchanged |
| 24 | AMT | American Tower CORP | 0% | — | Unchanged |
| 25 | PEP | Pepsico Inc | 0% | — | Unchanged |
| 26 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 27 | CMS | Cms Energy CORP | 0% | — | Unchanged |
| 28 | COP | Conocophillips | 0% | — | Unchanged |
| 29 | ✓ | Costco Wholesale CORP Com | 0% | — | Unchanged |
| 30 | GWW | Ww Grainger Inc | 0% | — | Unchanged |
| 31 | PM | Philip Morris International | 0% | +5.24% | Add |
| 32 | AAPL | Apple Inc | 0% | — | Unchanged |
| 33 | SHEL | Shell Plc-adr | 0% | — | Unchanged |
| 34 | T | At&t Inc | 0% | — | Unchanged |
| 35 | PPG | Ppg Industries Inc | 0% | — | Unchanged |
| 36 | BHP | Bhp Group Ltd-spon Adr | 0% | — | Unchanged |
| 37 | ✓ | Nestle S A Sponsored Adr | 0% | — | Unchanged |
| 38 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 39 | ASML | ASML Holding N.V. | 0% | — | Unchanged |
| 40 | SLB | Slb LTD | 0% | — | Unchanged |
| 41 | APD | Air Products & Chemicals Inc | 0% | — | Unchanged |
| 42 | ATR | Aptargroup Inc | 0% | — | Unchanged |
| 43 | TXN | Texas Instruments Inc | 0% | — | Unchanged |
| 44 | ITW | Illinois Tool Works | 0% | — | Unchanged |
| 45 | BF-B | Brown-forman Corp-class B | 0% | — | Unchanged |
| 46 | AFL | Aflac Inc | 0% | — | Unchanged |
| 47 | PH | Parker Hannifin CORP | — | — | Unchanged |
| 48 | PCAR | Paccar Inc | — | — | Unchanged |
| 49 | ✓ | Jardine Matheson Holdings LTD Adr | — | — | Unchanged |
| 50 | NKE | Nike Inc -cl B | — | — | Unchanged |
According to official SEC Form 13F filings, Boit C F David reported a total U.S. public equity portfolio value of $237.6M across 117 disclosed positions in Q1 2026.
During Q1 2026, Boit C F David's top holdings by market value included BRK-B (6.7%)、XOM (6.3%)、MSFT (5.4%). The largest single position, BRK-B, represented 6.7% of total portfolio value.
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Top New Position Initiated
CSL
市值: $934.1K
Top Position Liquidated / Trimmed
WEX
前期市值: $161.9K
In Q1 2026, Boit C F David made 20 total portfolio adjustments, initiating 1 new buys, adding to 7 positions, trimming 9 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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