Filed: 4/9/2026ACC: 0001308331-26-000002
📋 What this filing means
BOIT C F DAVID filed this quarterly 13F‑HR report disclosing 117 equity positions with a total reported market value of $225.31M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
117
Positions
$225.31M
Total AUM (reported)
1.18M
Total Shares
Allocation by class
COM$177.57M78.8%
COM CL A$29.71M13.2%
COM CL B$15.32M6.8%
ADR$2.71M1.2%
Portfolio Concentration
Top 3$41.49M18.4%
4–10$65.36M29.0%
11–25$65.18M28.9%
Rest$53.29M23.7%
Top 3 weight
18.4%
Top 10 weight
47.4%
Voting Authority Distribution
Total shares with voting rights: 1.18M
Sole
Full voting authority
1.18M
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)
Sole117
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings117
Rows:
BERKSHIRE HATHAWAY INC CL B (NEW)
SOLEShares31.63K
TypeSH
Market value$15.16M
6.73%
Sole
31.63K
Shared
0.00
None
0.00
EXXON MOBIL CORP COM
SOLEShares84.05K
TypeSH
Market value$14.26M
6.33%
Sole
84.05K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares32.60K
TypeSH
Market value$12.07M
5.36%
Sole
32.60K
Shared
0.00
None
0.00
CATERPILLAR INC COM
SOLEShares16.50K
TypeSH
Market value$11.69M
5.19%
Sole
16.50K
Shared
0.00
None
0.00
ALPHABET INC CL A
SOLEShares38.32K
TypeSH
Market value$11.02M
4.89%
Sole
38.32K
Shared
0.00
None
0.00
VISA INC CL A
SOLEShares26.63K
TypeSH
Market value$9.31M
4.13%
Sole
26.63K
Shared
0.00
None
0.00
JOHNSON & JOHNSON COM
SOLEShares35.50K
TypeSH
Market value$8.68M
3.85%
Sole
35.50K
Shared
0.00
None
0.00
BROADCOM INC COM
SOLEShares27.75K
TypeSH
Market value$8.59M
3.81%
Sole
27.75K
Shared
0.00
None
0.00
MERCK & CO INC (NEW)
SOLEShares70.28K
TypeSH
Market value$8.45M
3.75%
Sole
70.28K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares30K
TypeSH
Market value$7.61M
3.38%
Sole
30K
Shared
0.00
None
0.00
MCDONALD'S CORP COM
SOLEShares19.80K
TypeSH
Market value$6.15M
2.73%
Sole
19.80K
Shared
0.00
None
0.00
MASTERCARD INC CL A
SOLEShares11.14K
TypeSH
Market value$5.57M
2.47%
Sole
11.14K
Shared
0.00
None
0.00
ABBVIE INC COM
SOLEShares24.60K
TypeSH
Market value$5.35M
2.37%
Sole
24.60K
Shared
0.00
None
0.00
CHUBB LIMITED
SOLEShares16.16K
TypeSH
Market value$5.27M
2.34%
Sole
16.16K
Shared
0.00
None
0.00
BANK OF AMERICA CORP COM
SOLEShares107.20K
TypeSH
Market value$5.23M
2.32%
Sole
107.20K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING INC COM
SOLEShares22.40K
TypeSH
Market value$4.55M
2.02%
Sole
22.40K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO COM
SOLEShares14.55K
TypeSH
Market value$4.28M
1.90%
Sole
14.55K
Shared
0.00
None
0.00
INTUIT INC COM
SOLEShares9.10K
TypeSH
Market value$3.93M
1.75%
Sole
9.10K
Shared
0.00
None
0.00
STRYKER CORP COM
SOLEShares11.64K
TypeSH
Market value$3.83M
1.70%
Sole
11.64K
Shared
0.00
None
0.00
QUALCOMM INC COM
SOLEShares21.50K
TypeSH
Market value$3.82M
1.70%
Sole
21.50K
Shared
0.00
None
0.00
ANALOG DEVICES INC COM
SOLEShares11.94K
TypeSH
Market value$3.80M
1.69%
Sole
11.94K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO COM
SOLEShares25.27K
TypeSH
Market value$3.65M
1.62%
Sole
25.27K
Shared
0.00
None
0.00
ABBOTT LABORATORIES COM
SOLEShares32.80K
TypeSH
Market value$3.37M
1.49%
Sole
32.80K
Shared
0.00
None
0.00
PEPSICO INC COM
SOLEShares22.90K
TypeSH
Market value$3.20M
1.42%
Sole
22.90K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP COM
SOLEShares5.26K
TypeSH
Market value$3.18M
1.41%
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 | $15.16M 6.73% | 31.63K | 0.00 | 0.00 |
EXXON MOBIL CORP COMSOLE | COM | 84.05K | SH | $14.26M 6.33% | 84.05K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | COM | 32.60K | SH | $12.07M 5.36% | 32.60K | 0.00 | 0.00 |
CATERPILLAR INC COMSOLE | COM | 16.50K | SH | $11.69M 5.19% | 16.50K | 0.00 | 0.00 |
ALPHABET INC CL ASOLE | COM CL A | 38.32K | SH | $11.02M 4.89% | 38.32K | 0.00 | 0.00 |
VISA INC CL ASOLE | COM CL A | 26.63K | SH | $9.31M 4.13% | 26.63K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | COM | 35.50K | SH | $8.68M 3.85% | 35.50K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | COM | 27.75K | SH | $8.59M 3.81% | 27.75K | 0.00 | 0.00 |
MERCK & CO INC (NEW)SOLE | COM | 70.28K | SH | $8.45M 3.75% | 70.28K | 0.00 | 0.00 |
APPLE INC COMSOLE | COM | 30K | SH | $7.61M 3.38% | 30K | 0.00 | 0.00 |
MCDONALD'S CORP COMSOLE | COM | 19.80K | SH | $6.15M 2.73% | 19.80K | 0.00 | 0.00 |
MASTERCARD INC CL ASOLE | COM CL A | 11.14K | SH | $5.57M 2.47% | 11.14K | 0.00 | 0.00 |
ABBVIE INC COMSOLE | COM | 24.60K | SH | $5.35M 2.37% | 24.60K | 0.00 | 0.00 |
CHUBB LIMITEDSOLE | COM | 16.16K | SH | $5.27M 2.34% | 16.16K | 0.00 | 0.00 |
BANK OF AMERICA CORP COMSOLE | COM | 107.20K | SH | $5.23M 2.32% | 107.20K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INC COMSOLE | COM | 22.40K | SH | $4.55M 2.02% | 22.40K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | COM | 14.55K | SH | $4.28M 1.90% | 14.55K | 0.00 | 0.00 |
INTUIT INC COMSOLE | COM | 9.10K | SH | $3.93M 1.75% | 9.10K | 0.00 | 0.00 |
STRYKER CORP COMSOLE | COM | 11.64K | SH | $3.83M 1.70% | 11.64K | 0.00 | 0.00 |
QUALCOMM INC COMSOLE | COM | 21.50K | SH | $3.82M 1.70% | 21.50K | 0.00 | 0.00 |
ANALOG DEVICES INC COMSOLE | COM | 11.94K | SH | $3.80M 1.69% | 11.94K | 0.00 | 0.00 |
PROCTER & GAMBLE CO COMSOLE | COM | 25.27K | SH | $3.65M 1.62% | 25.27K | 0.00 | 0.00 |
ABBOTT LABORATORIES COMSOLE | COM | 32.80K | SH | $3.37M 1.49% | 32.80K | 0.00 | 0.00 |
PEPSICO INC COMSOLE | COM | 22.90K | SH | $3.20M 1.42% | 22.90K | 0.00 | 0.00 |
LOCKHEED MARTIN CORP COMSOLE | COM | 5.26K | SH | $3.18M 1.41% | 5.26K | 0.00 | 0.00 |
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