Filed: 1/15/2026ACC: 0001308331-26-000001
📋 What this filing means
BOIT C F DAVID filed this quarterly 13F‑HR report disclosing 119 equity positions with a total reported market value of $231.40M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
119
Positions
$231.40M
Total AUM (reported)
1.19M
Total Shares
Allocation by class
COM$180.13M77.8%
COM CL A$32.62M14.1%
COM CL B$15.96M6.9%
ADR$2.68M1.2%
Portfolio Concentration
Top 3$43.62M18.9%
4–10$64.19M27.7%
11–25$70.25M30.4%
Rest$53.34M23.1%
Top 3 weight
18.9%
Top 10 weight
46.6%
Voting Authority Distribution
Total shares with voting rights: 1.19M
Sole
Full voting authority
1.19M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole119
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings119
Rows:
BERKSHIRE HATHAWAY INC CL B (NEW)
SOLEShares31.63K
TypeSH
Market value$15.79M
6.82%
Sole
31.63K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares31.80K
TypeSH
Market value$15.24M
6.59%
Sole
31.80K
Shared
0.00
None
0.00
ALPHABET INC CL A
SOLEShares38.32K
TypeSH
Market value$12.59M
5.44%
Sole
38.32K
Shared
0.00
None
0.00
CATERPILLAR INC COM
SOLEShares18.80K
TypeSH
Market value$11.61M
5.02%
Sole
18.80K
Shared
0.00
None
0.00
EXXON MOBIL CORP COM
SOLEShares84.05K
TypeSH
Market value$10.47M
4.53%
Sole
84.05K
Shared
0.00
None
0.00
BROADCOM INC COM
SOLEShares27.75K
TypeSH
Market value$9.57M
4.14%
Sole
27.75K
Shared
0.00
None
0.00
VISA INC CL A
SOLEShares26.63K
TypeSH
Market value$9.31M
4.03%
Sole
26.63K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares30K
TypeSH
Market value$7.78M
3.36%
Sole
30K
Shared
0.00
None
0.00
MERCK & CO INC (NEW)
SOLEShares70.28K
TypeSH
Market value$7.77M
3.36%
Sole
70.28K
Shared
0.00
None
0.00
JOHNSON & JOHNSON COM
SOLEShares37.50K
TypeSH
Market value$7.66M
3.31%
Sole
37.50K
Shared
0.00
None
0.00
MASTERCARD INC CL A
SOLEShares11.14K
TypeSH
Market value$6.41M
2.77%
Sole
11.14K
Shared
0.00
None
0.00
MCDONALD'S CORP COM
SOLEShares19.80K
TypeSH
Market value$6.08M
2.63%
Sole
19.80K
Shared
0.00
None
0.00
BANK OF AMERICA CORP COM
SOLEShares107.20K
TypeSH
Market value$5.99M
2.59%
Sole
107.20K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING INC COM
SOLEShares22.40K
TypeSH
Market value$5.96M
2.58%
Sole
22.40K
Shared
0.00
None
0.00
ABBVIE INC COM
SOLEShares24.60K
TypeSH
Market value$5.41M
2.34%
Sole
24.60K
Shared
0.00
None
0.00
INTUIT INC COM
SOLEShares7.90K
TypeSH
Market value$5.11M
2.21%
Sole
7.90K
Shared
0.00
None
0.00
CHUBB LIMITED
SOLEShares16.16K
TypeSH
Market value$4.96M
2.14%
Sole
16.16K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO COM
SOLEShares14.75K
TypeSH
Market value$4.86M
2.10%
Sole
14.75K
Shared
0.00
None
0.00
STRYKER CORP COM
SOLEShares11.64K
TypeSH
Market value$4.28M
1.85%
Sole
11.64K
Shared
0.00
None
0.00
ABBOTT LABORATORIES COM
SOLEShares32.80K
TypeSH
Market value$4.13M
1.78%
Sole
32.80K
Shared
0.00
None
0.00
QUALCOMM INC COM
SOLEShares21.50K
TypeSH
Market value$3.82M
1.65%
Sole
21.50K
Shared
0.00
None
0.00
ANALOG DEVICES INC COM
SOLEShares11.94K
TypeSH
Market value$3.59M
1.55%
Sole
11.94K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO COM
SOLEShares25.27K
TypeSH
Market value$3.59M
1.55%
Sole
25.27K
Shared
0.00
None
0.00
PEPSICO INC COM
SOLEShares22.90K
TypeSH
Market value$3.20M
1.38%
Sole
22.90K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP COM
SOLEShares5.26K
TypeSH
Market value$2.86M
1.23%
Sole
5.26K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC CL B (NEW)SOLE | COM CL B | 31.63K | SH | $15.79M 6.82% | 31.63K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | COM | 31.80K | SH | $15.24M 6.59% | 31.80K | 0.00 | 0.00 |
ALPHABET INC CL ASOLE | COM CL A | 38.32K | SH | $12.59M 5.44% | 38.32K | 0.00 | 0.00 |
CATERPILLAR INC COMSOLE | COM | 18.80K | SH | $11.61M 5.02% | 18.80K | 0.00 | 0.00 |
EXXON MOBIL CORP COMSOLE | COM | 84.05K | SH | $10.47M 4.53% | 84.05K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | COM | 27.75K | SH | $9.57M 4.14% | 27.75K | 0.00 | 0.00 |
VISA INC CL ASOLE | COM CL A | 26.63K | SH | $9.31M 4.03% | 26.63K | 0.00 | 0.00 |
APPLE INC COMSOLE | COM | 30K | SH | $7.78M 3.36% | 30K | 0.00 | 0.00 |
MERCK & CO INC (NEW)SOLE | COM | 70.28K | SH | $7.77M 3.36% | 70.28K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | COM | 37.50K | SH | $7.66M 3.31% | 37.50K | 0.00 | 0.00 |
MASTERCARD INC CL ASOLE | COM CL A | 11.14K | SH | $6.41M 2.77% | 11.14K | 0.00 | 0.00 |
MCDONALD'S CORP COMSOLE | COM | 19.80K | SH | $6.08M 2.63% | 19.80K | 0.00 | 0.00 |
BANK OF AMERICA CORP COMSOLE | COM | 107.20K | SH | $5.99M 2.59% | 107.20K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INC COMSOLE | COM | 22.40K | SH | $5.96M 2.58% | 22.40K | 0.00 | 0.00 |
ABBVIE INC COMSOLE | COM | 24.60K | SH | $5.41M 2.34% | 24.60K | 0.00 | 0.00 |
INTUIT INC COMSOLE | COM | 7.90K | SH | $5.11M 2.21% | 7.90K | 0.00 | 0.00 |
CHUBB LIMITEDSOLE | COM | 16.16K | SH | $4.96M 2.14% | 16.16K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | COM | 14.75K | SH | $4.86M 2.10% | 14.75K | 0.00 | 0.00 |
STRYKER CORP COMSOLE | COM | 11.64K | SH | $4.28M 1.85% | 11.64K | 0.00 | 0.00 |
ABBOTT LABORATORIES COMSOLE | COM | 32.80K | SH | $4.13M 1.78% | 32.80K | 0.00 | 0.00 |
QUALCOMM INC COMSOLE | COM | 21.50K | SH | $3.82M 1.65% | 21.50K | 0.00 | 0.00 |
ANALOG DEVICES INC COMSOLE | COM | 11.94K | SH | $3.59M 1.55% | 11.94K | 0.00 | 0.00 |
PROCTER & GAMBLE CO COMSOLE | COM | 25.27K | SH | $3.59M 1.55% | 25.27K | 0.00 | 0.00 |
PEPSICO INC COMSOLE | COM | 22.90K | SH | $3.20M 1.38% | 22.90K | 0.00 | 0.00 |
LOCKHEED MARTIN CORP COMSOLE | COM | 5.26K | SH | $2.86M 1.23% | 5.26K | 0.00 | 0.00 |
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