Boit C F David
Filing Date
Global Rank
#4,126
/ 8,603
▲ 33
· as of Mar 2026
Top Industry
Drug Manufacturers - General
13.4%
3Y Alpha vs SPY
-4.5%
Period ended 3 months ago
Filed Apr 9, 2026 · 3mo
19 quarters · since Jun 2021
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+57.7%
SPY
+76.0%
Annualised alpha
-4.3%
Max drawdown
−13.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
104 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
7.5%
−0.0 pts
Top 5
28.9%
−1.1 pts
Top 10
48.0%
−0.3 pts
HHI
321
Diversified−12
Portfolio Trend
19 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 25.9% | $52,536,574 |
| Financial Services | 23.5% | $47,657,300 |
| Healthcare | 18.7% | $37,943,787 |
| Industrials | 12.2% | $24,723,776 |
| Communication Services | 6.6% | $13,338,802 |
| Consumer Defensive | 5.7% | $11,592,894 |
| Consumer Cyclical | 3.8% | $7,732,794 |
| Energy | 1.5% | $3,013,077 |
| Basic Materials | 1.0% | $1,939,510 |
| Real Estate | 0.7% | $1,503,171 |
| Utilities | 0.5% | $928,652 |
| Unclassified | 0.1% | $209,250 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPGI | S&P Global Inc. | +1,350 | 2,050 | $824,926 | |
| INTU | Intuit Inc. | +1,200 | 9,100 | $3,934,658 | |
| MSFT | Microsoft Corp | +800 | 32,604 | $12,069,022 | |
| ADBE | Adobe Inc. | +600 | 2,950 | $717,086 | |
| PM | Philip Morris International Inc. | +200 | 4,020 | $664,666 | |
| AMZN | Amazon Com Inc | +200 | 4,640 | $966,372 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CHD | Church & Dwight Co Inc /De/ | −5,000 | 18,140 | $1,692,824 | |
| LNC | Lincoln National Corp | −4,000 | 19,990 | $709,645 | |
| CAT | Caterpillar Inc | −2,300 | 16,500 | $11,689,590 | |
| JNJ | Johnson & Johnson | −2,000 | 35,500 | $8,677,620 | |
| MMM | 3M Co | −1,000 | 360 | $52,282 | |
| WFC | Wells Fargo & Company/Mn | −859 | 9,660 | $769,032 | |
| VSNT | Versant Media Group, Inc. | −400 | 270 | $9,995 | |
| GEV | GE Vernova Inc. | −375 | 421 | $367,490 | |
| JPM | Jpmorgan Chase & Co | −200 | 14,551 | $4,280,322 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CSL | Carlisle Companies Inc | 2,800 | $934,136 | |
| No positions match the current search. | ||||
104 positions ·
$203,119,587 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 104 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 31,628 | $15,156,137 | 7.46% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 32,604 | $12,069,022 | 5.94% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 16,500 | $11,689,590 | 5.76% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 38,322 | $11,019,874 | 5.43% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 35,500 | $8,677,620 | 4.27% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 27,750 | $8,588,902 | 4.23% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 70,283 | $8,454,342 | 4.16% | |
| V |
Visa Inc.
Financial Services
|
Held | 26,630 | $8,048,651 | 3.96% | |
| AAPL |
Apple Inc.
Technology
|
Held | 30,002 | $7,614,207 | 3.75% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 19,800 | $6,153,642 | 3.03% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 11,140 | $5,566,212 | 2.74% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 24,600 | $5,350,254 | 2.63% | |
| CB |
Chubb Ltd
Financial Services
|
Held | 16,165 | $5,268,658 | 2.59% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Held | 107,198 | $5,225,902 | 2.57% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Held | 22,400 | $4,551,232 | 2.24% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 14,551 | $4,280,322 | 2.11% | |
| INTU |
Intuit Inc.
Technology
|
Added | 9,100 | $3,934,658 | 1.94% | |
| SYK |
Stryker Corp
Healthcare
|
Held | 11,645 | $3,826,430 | 1.88% | |
| ADI |
Analog Devices Inc
Technology
|
Held | 11,944 | $3,799,864 | 1.87% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 25,274 | $3,650,576 | 1.80% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 22,900 | $3,556,141 | 1.75% | |
| ABT |
Abbott Laboratories
Healthcare
|
Held | 32,800 | $3,367,576 | 1.66% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Held | 5,260 | $3,179,091 | 1.57% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Held | 3,100 | $2,775,244 | 1.37% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Held | 21,500 | $2,768,770 | 1.36% | |
| GLW |
Corning Inc /Ny
Technology
|
Held | 17,000 | $2,311,490 | 1.14% | |
| NVS |
Novartis AG
Healthcare
|
Held | 12,800 | $1,955,200 | 0.96% | |
| EOG |
Eog Resources Inc
Energy
|
Held | 11,750 | $1,698,697 | 0.84% | |
| CHD |
Church & Dwight Co Inc /De/
Consumer Defensive
|
Reduced | 18,140 | $1,692,824 | 0.83% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Held | 8,850 | $1,677,960 | 0.83% | |
| PCAR |
Paccar Inc
Industrials
|
Held | 13,330 | $1,539,615 | 0.76% | |
| AMT |
American Tower Corp /Ma/
Real Estate
|
Held | 8,710 | $1,503,171 | 0.74% | |
| ORCL |
Oracle Corp
Technology
|
Held | 9,800 | $1,441,678 | 0.71% | |
| AMGN |
Amgen Inc
Healthcare
|
Held | 4,000 | $1,407,400 | 0.69% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Held | 16,200 | $1,380,726 | 0.68% | |
| PFE |
Pfizer Inc
Healthcare
|
Held | 49,103 | $1,378,812 | 0.68% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 5,625 | $1,364,737 | 0.67% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Held | 2,715 | $1,334,503 | 0.66% | |
| PPG |
Ppg Industries Inc
Basic Materials
|
Held | 10,872 | $1,161,999 | 0.57% | |
| GE |
General Electric Co
Industrials
|
Held | 3,936 | $1,116,918 | 0.55% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 6,000 | $1,046,400 | 0.52% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Held | 3,000 | $1,025,370 | 0.50% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 4,640 | $966,372 | 0.48% | |
| CSL |
Carlisle Companies Inc
Industrials
|
NEW | 2,800 | $934,136 | 0.46% | |
| GWW |
W.W. Grainger, Inc.
Industrials
|
Held | 800 | $872,648 | 0.43% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 3,584 | $868,725 | 0.43% | |
| CVX |
Chevron Corp
Energy
|
Held | 4,000 | $827,600 | 0.41% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Added | 2,050 | $824,926 | 0.41% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 9,660 | $769,032 | 0.38% | |
| ADBE |
Adobe Inc.
Technology
|
Added | 2,950 | $717,086 | 0.35% |