Boit C F David
Boit C F David reported 106 stocks worth $241M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are MSFT (6.9%), BRK.B (6.4%) and XOM (5.7%). Compared with Q2 2026, the fund opened new positions in LIN, UL and COST, added to GOOGL, V and MA, trimmed XOM, CAT and INTU and sold out of LIN, BLK and JARLF.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MSFT Microsoft Corp | $16.7M | 6.9% | 33K | No change | 8 of 8 | |
| 2 |  BRK.B Berkshire Hathaway Inc Del | $15.5M | 6.4% | 31K | No change | 8 of 8 | |
| 3 |  XOM Exxon Mobil Corp | $13.6M | 5.7% | 84K | −200 (−0%) | 8 of 8 | |
| 4 |  GOOGL Alphabet Inc | $13.2M | 5.5% | 38K | +100 (+0%) | 8 of 8 | |
| 5 |  CAT Caterpillar Inc | $11.4M | 4.7% | 14K | −200 (−1%) | 8 of 8 | |
| 6 |  MRK Merck & Co Inc | $10.2M | 4.2% | 70K | No change | 8 of 8 | |
| 7 |  AAPL Apple Inc | $10M | 4.2% | 30K | No change | 8 of 8 | |
| 8 |  V Visa Inc | $9.6M | 4.0% | 27K | +80 (+0%) | 8 of 8 | |
| 9 |  JNJ Johnson & Johnson | $9.4M | 3.9% | 36K | No change | 8 of 8 | |
| 10 |  AVGO Broadcom Inc | $9.3M | 3.8% | 26K | No change | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 LIN Linde PLC | $1.5M | 2,800 |
UNILEVER PLC | $695K | 12K |
COSTCO WHOLESALE CORP COM | $655K | 700 |
NESTLE S A SPONSORED ADR | $597K | 5,800 |
 BLK Blackrock Inc | $385K | 400 |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Boit C F David 13F FAQ
What does Boit C F David own?
Boit C F David reported 106 stocks worth $241M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are MSFT (6.9%), BRK.B (6.4%) and XOM (5.7%). The table above lists every position in the filing (the top 10 without an account).
What did Boit C F David buy and sell in Q3 2026?
Compared with Q2 2026: 29 new positions, 5 added to, 3 trimmed and 8 sold out. New positions include LIN, UL and COST. It sold all of LIN, BLK and JARLF.
When will Boit C F David file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Boit C F David's portfolio worth?
The Q3 2026 filing reports $241M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.