Boit C F David

CIK

1308331

Location

BOSTON, MA

Portfolio Value

Small $232,997,610

Diversification

Diversified

Filing Date

Global Rank

#4,208 / 8,633 ▼ 15

Top Industry

Drug Manufacturers - General 12.4%

3Y Alpha vs SPY

+8.2%

Period ended 51 days ago

Filed Jul 30, 2026 · 21d

20 quarters · since Jun 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+116.5%

SPY

+76.2%

Annualised alpha

+8.6%

Max drawdown

−13.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

77 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.7%

−0.2 pts

Top 5

29.2%

−0.1 pts

Top 10

48.9%

+0.7 pts

HHI

325

Diversified+7

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	26.0%	$60,479,345	18
Financial Services	21.8%	$50,872,977	14
Healthcare	16.9%	$39,380,439	11
Industrials	12.5%	$29,167,427	12
Communication Services	6.6%	$15,277,371	4
Energy	5.9%	$13,679,093	3
Consumer Defensive	4.8%	$11,194,616	6
Consumer Cyclical	3.9%	$9,073,508	4
Basic Materials	0.8%	$1,851,440	3
Real Estate	0.6%	$1,424,694	1
Utilities	0.3%	$596,700	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
BKNG	Booking Holdings Inc.	+12,000	12,250	$2,183,440
INTU	Intuit Inc.	+2,250	11,350	$2,962,350
SYK	Stryker Corp	+1,400	13,045	$4,107,087
ADP	Automatic Data Processing Inc	+1,375	23,775	$5,324,411
SYY	Sysco Corp	+1,000	5,000	$417,900
SPGI	S&P Global Inc.	+300	2,350	$957,060
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
CAT	Caterpillar Inc	−2,300	14,200	$15,121,580
AVGO	Broadcom Inc.	−1,400	26,350	$9,953,712
ADBE	Adobe Inc.	−1,200	1,750	$358,785
BRK-B	Berkshire Hathaway Inc	−500	31,128	$15,576,139
GLW	Corning Inc /Ny	−100	16,900	$4,316,767
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
MOG-A	Moog Inc.	800	$339,072
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
UL	Unilever PLC	11,555	$658,288
CMCSA	Comcast Corp	16,772	$481,524
EL	Estee Lauder Companies Inc	3,500	$251,195
FISV	Fiserv Inc	3,750	$209,250
COP	Conocophillips	1,500	$198,000
T	At&T Inc.	6,701	$194,261
BF-B	Brown Forman Corp	7,199	$191,797
SHEL	Shell plc	2,000	$186,000
FRFHF	Fairfax Financial Holdings Ltd/ Can	100	$170,200
BHP	BHP Group Ltd	2,000	$145,480
ZBH	Zimmer Biomet Holdings, Inc.	1,500	$135,630
APD	Air Products & Chemicals, Inc.	450	$130,720
CEG	Constellation Energy Corp	400	$111,700
NEE	Nextera Energy Inc	1,200	$111,456
ITW	Illinois Tool Works Inc	400	$104,116
SLB	Slb Limited/Nv	2,000	$102,780
WEC	Wec Energy Group, Inc.	867	$100,372
NKE	NIKE, Inc.	1,500	$79,230
HDB	Hdfc Bank Ltd	3,100	$77,128
ORLY	O Reilly Automotive Inc	750	$69,232
ACN	Accenture plc	300	$59,487
MMM	3M Co	360	$52,282
DIS	Walt Disney Co	400	$38,552
ENTG	Entegris Inc	208	$24,385
VOD	Vodafone Group Public Ltd Co	1,574	$23,641
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

77 tracked positions · $232,997,610 total · filing declares 85 positions · $237,614,448 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 77 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	31,128	-500	$15,576,139	+2.8%	6.69%
CAT	Caterpillar Inc Industrials	Reduced	14,200	-2,300	$15,121,580	+29.4%	6.49%
GOOGL	Alphabet Inc. Communication Services	Held	38,322	0	$13,695,133	+24.3%	5.88%
MSFT	Microsoft Corp Technology	Held	32,604	0	$12,161,944	+0.8%	5.22%
XOM	ExxonMobil Holdings Corp Energy	Held	84,053	0	$11,491,726	−19.4%	4.93%
AVGO	Broadcom Inc. Technology	Reduced	26,350	-1,400	$9,953,712	+15.9%	4.27%
V	Visa Inc. Financial Services	Held	26,630	0	$9,136,486	+13.5%	3.92%
MRK	Merck & Co., Inc. Healthcare	Held	70,283	0	$9,031,365	+6.8%	3.88%
JNJ	Johnson & Johnson Healthcare	Held	35,500	0	$9,015,935	+3.9%	3.87%
AAPL	Apple Inc. Technology	Held	30,002	0	$8,681,378	+14.0%	3.73%
ABBV	AbbVie Inc. Healthcare	Held	24,600	0	$6,190,344	+15.7%	2.66%
BAC	Bank Of America Corp /De/ Financial Services	Held	107,198	0	$6,108,142	+16.9%	2.62%
MA	Mastercard Inc Financial Services	Held	11,140	0	$5,721,504	+2.8%	2.46%
CB	Chubb Ltd Financial Services	Held	16,165	0	$5,508,062	+4.5%	2.36%
MCD	Mcdonalds Corp Consumer Cyclical	Held	19,800	0	$5,352,138	−13.0%	2.30%
ADP	Automatic Data Processing Inc Technology	Added	23,775	+1,375	$5,324,411	+17.0%	2.29%
JPM	Jpmorgan Chase & Co Financial Services	Held	14,551	0	$4,762,978	+11.3%	2.04%
ADI	Analog Devices Inc Technology	Held	11,944	0	$4,743,798	+24.8%	2.04%
GLW	Corning Inc /Ny Technology	Reduced	16,900	-100	$4,316,767	+86.8%	1.85%
SYK	Stryker Corp Healthcare	Added	13,045	+1,400	$4,107,087	+7.3%	1.76%
QCOM	Qualcomm Inc/De Technology	Held	21,500	0	$3,972,985	+43.5%	1.71%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	25,274	0	$3,706,179	+1.5%	1.59%
PEP	Pepsico Inc Consumer Defensive	Held	22,900	0	$3,100,660	−12.8%	1.33%
PH	Parker-Hannifin Corp Industrials	Held	3,100	0	$3,032,172	+9.3%	1.30%
ABT	Abbott Laboratories Healthcare	Held	32,800	0	$2,976,272	−11.6%	1.28%
INTU	Intuit Inc. Technology	Added	11,350	+2,250	$2,962,350	−24.7%	1.27%
LMT	Lockheed Martin Corp Industrials	Held	5,260	0	$2,679,759	−15.7%	1.15%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	12,250	+12,000	$2,183,440	+107.4%	0.94%
AMAT	Applied Materials Inc /De Technology	Held	3,000	0	$2,169,000	+111.5%	0.93%
NVS	Novartis AG Healthcare	Held	12,800	0	$2,006,016	+2.6%	0.86%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Held	18,140	0	$1,757,403	+3.8%	0.75%
DHR	Danaher Corp /De/ Healthcare	Held	8,850	0	$1,685,748	+0.5%	0.72%
PCAR	Paccar Inc Industrials	Held	13,330	0	$1,601,199	+4.0%	0.69%
UNP	Union Pacific Corp Industrials	Held	5,625	0	$1,530,000	+12.1%	0.66%
EOG	Eog Resources Inc Energy	Held	11,750	0	$1,524,327	−10.3%	0.65%
CL	Colgate Palmolive Co Consumer Defensive	Held	16,200	0	$1,485,216	+7.6%	0.64%
GE	General Electric Co Industrials	Held	3,936	0	$1,471,001	+31.7%	0.63%
AMGN	Amgen Inc Healthcare	Held	4,000	0	$1,448,480	+2.9%	0.62%
ORCL	Oracle Corp Technology	Held	9,800	0	$1,436,190	−0.4%	0.62%
AMT	American Tower Corp /Ma/ Real Estate	Held	8,710	0	$1,424,694	−5.2%	0.61%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	2,715	0	$1,361,192	+2.0%	0.58%
PPG	Ppg Industries Inc Basic Materials	Held	10,872	0	$1,318,664	+13.5%	0.57%
NVDA	Nvidia Corp Technology	Held	6,000	0	$1,200,540	+14.7%	0.52%
PFE	Pfizer Inc Healthcare	Held	49,103	0	$1,182,400	−14.2%	0.51%
AMZN	Amazon Com Inc Consumer Cyclical	Held	4,640	0	$1,105,897	+14.4%	0.47%
GWW	W.W. Grainger, Inc. Industrials	Held	800	0	$1,088,320	+24.7%	0.47%
CSL	Carlisle Companies Inc Industrials	Held	2,800	0	$1,015,700	+8.7%	0.44%
IBM	International Business Machines Corp Technology	Held	3,584	0	$1,007,856	+16.0%	0.43%
SPGI	S&P Global Inc. Financial Services	Added	2,350	+300	$957,060	+9.8%	0.41%
WFC	Wells Fargo & Company/Mn Financial Services	Held	9,660	0	$798,302	+3.8%	0.34%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.