Boit C F David

CIK

1308331

Location

BOSTON, MA

Portfolio Value

Small $240,858,216

Diversification

Diversified

Filing Date

Global Rank

#6,024 / 8,827 ▼ 220 · as of Jun 2026

Top Industry

Drug Manufacturers - General 12.9%

Period ended 38 days ago

Filed Oct 29, 2026 · 9d

21 quarters · since Jun 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 48.7%, 30.9 effective positions, active share 62.6% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

3.4% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 20.3 quarters (12+)

Closest benchmark: the S&P 500 as of 2026-06-30, active share 62.6%; sector active share 25.1% against the combined 13F book's sector weights.

Over time 20 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

106 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

6.9%

+0.3 pts

Top 5

29.2%

+0.1 pts

Top 10

49.4%

+0.6 pts

HHI

323

Diversified−0

Portfolio Trend

21 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	26.7%	$64,239,442	21
Financial Services	21.5%	$51,749,713	16
Healthcare	17.4%	$41,948,602	11
Industrials	10.3%	$24,764,748	15
Energy	6.9%	$16,557,860	6
Communication Services	6.2%	$15,017,965	8
Consumer Defensive	5.2%	$12,405,790	10
Consumer Cyclical	3.4%	$8,235,027	7
Basic Materials	1.4%	$3,268,785	6
Real Estate	0.6%	$1,425,739	1
Utilities	0.5%	$1,120,300	4
Unclassified	0.1%	$124,245	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
BKNG	Booking Holdings Inc.	+500	12,750	$2,077,102
ADI	Analog Devices Inc	+250	12,194	$4,837,481
GOOGL	Alphabet Inc.	+100	38,422	$13,220,241
V	Visa Inc.	+80	26,710	$9,597,704
MA	Mastercard Inc	+50	11,190	$6,170,949
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
INTU	Intuit Inc.	−2,150	9,200	$2,536,532
XOM	ExxonMobil Holdings Corp	−200	83,853	$13,647,075
CAT	Caterpillar Inc	−200	14,000	$11,351,060
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
LIN	Linde PLC	2,800	$1,329,020
COST	Costco Wholesale Corp	700	$637,238
NEE	Nextera Energy Inc	5,800	$439,292
BLK	BlackRock, Inc.	400	$423,316
CSCO	Cisco Systems, Inc.	2,400	$258,312
SHEL	Shell plc	2,000	$190,100
COP	Conocophillips	1,500	$187,725
BHP	BHP Group Ltd	2,000	$169,680
BF-A	Brown Forman Corp	6,160	$165,272
T	At&T Inc.	6,701	$163,504
APD	Air Products & Chemicals, Inc.	450	$125,203
FISV	Fiserv Inc	2,750	$124,245
ITW	Illinois Tool Works Inc	400	$102,912
CEG	Constellation Energy Corp	400	$101,608
SLB	Slb Limited	2,000	$97,440
WEC	Wec Energy Group, Inc.	867	$87,376
BF-B	Brown Forman Corp	3,039	$79,621
HDB	Hdfc Bank Ltd	3,100	$69,254
ORLY	O Reilly Automotive Inc	750	$64,057
MMM	3M Co	360	$59,094
DIS	Walt Disney Co	400	$41,960
MBGL	Mobility Global Inc.	2,350	$40,302
ENTG	Entegris Inc	208	$32,044
VOD	Vodafone Group Public Ltd Co	1,574	$25,420
YUMC	Yum China Holdings, Inc.	320	$13,152
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

106 tracked positions · $240,858,216 total · filing declares 108 positions · $240,962,266 · as of Sep 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 106 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Held	32,604	0	$16,722,591	+37.5%	6.94%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	31,128	0	$15,500,187	−0.5%	6.44%
XOM	ExxonMobil Holdings Corp Energy	Reduced	83,853	-200	$13,647,075	+18.8%	5.67%
GOOGL	Alphabet Inc. Communication Services	Added	38,422	+100	$13,220,241	−3.5%	5.49%
CAT	Caterpillar Inc Industrials	Reduced	14,000	-200	$11,351,060	−24.9%	4.71%
MRK	Merck & Co., Inc. Healthcare	Held	70,283	0	$10,212,822	+13.1%	4.24%
AAPL	Apple Inc. Technology	Held	30,002	0	$9,991,266	+15.1%	4.15%
V	Visa Inc. Financial Services	Added	26,710	+80	$9,597,704	+5.0%	3.98%
JNJ	Johnson & Johnson Healthcare	Held	35,500	0	$9,398,270	+4.2%	3.90%
AVGO	Broadcom Inc. Technology	Held	26,350	0	$9,253,856	−7.0%	3.84%
ABBV	AbbVie Inc. Healthcare	Held	24,600	0	$6,435,114	+4.0%	2.67%
MA	Mastercard Inc Financial Services	Added	11,190	+50	$6,170,949	+7.9%	2.56%
ADP	Automatic Data Processing Inc Technology	Held	23,775	0	$6,135,376	+15.2%	2.55%
BAC	Bank Of America Corp Financial Services	Held	107,198	0	$5,834,787	−4.5%	2.42%
CB	Chubb Ltd Financial Services	Held	16,165	0	$5,257,666	−4.5%	2.18%
ADI	Analog Devices Inc Technology	Added	12,194	+250	$4,837,481	+2.0%	2.01%
JPM	Jpmorgan Chase & Co Financial Services	Held	14,551	0	$4,813,907	+1.1%	2.00%
MCD	Mcdonalds Corp Consumer Cyclical	Held	19,800	0	$4,572,612	−14.6%	1.90%
QCOM	Qualcomm Inc Technology	Held	21,500	0	$3,956,860	−0.4%	1.64%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	25,274	0	$3,671,806	−0.9%	1.52%
SYK	Stryker Corp Healthcare	Held	13,045	0	$3,592,462	−12.5%	1.49%
ABT	Abbott Laboratories Healthcare	Held	32,800	0	$3,241,624	+8.9%	1.35%
PH	Parker-Hannifin Corp Industrials	Held	3,100	0	$2,961,802	−2.3%	1.23%
PEP	Pepsico Inc Consumer Defensive	Held	22,900	0	$2,901,888	−6.4%	1.20%
LMT	Lockheed Martin Corp Industrials	Held	5,260	0	$2,678,655	−0.0%	1.11%
GLW	Corning Inc Technology	Held	16,900	0	$2,598,544	−39.8%	1.08%
INTU	Intuit Inc. Technology	Reduced	9,200	-2,150	$2,536,532	−14.4%	1.05%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	12,750	+500	$2,077,102	−4.9%	0.86%
DHR	Danaher Corp Healthcare	Held	8,850	0	$1,960,717	+16.3%	0.81%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	2,715	0	$1,832,760	+34.6%	0.76%
NVS	Novartis AG Healthcare	Held	12,800	0	$1,824,896	−9.0%	0.76%
CHD	Church & Dwight Co Inc Consumer Defensive	Held	18,140	0	$1,709,150	−2.7%	0.71%
AMGN	Amgen Inc Healthcare	Held	4,000	0	$1,686,040	+16.4%	0.70%
EOG	Eog Resources Inc Energy	Held	11,750	0	$1,618,680	+6.2%	0.67%
AMAT	Applied Materials Inc Technology	Held	3,000	0	$1,534,140	−29.3%	0.64%
UNP	Union Pacific Corp Industrials	Held	5,625	0	$1,530,731	+0.0%	0.64%
PCAR	Paccar Inc Industrials	Held	13,330	0	$1,463,767	−8.6%	0.61%
AMT	American Tower Corp Real Estate	Held	8,710	0	$1,425,739	+0.1%	0.59%
PFE	Pfizer Inc Healthcare	Held	49,103	0	$1,400,417	+18.4%	0.58%
CL	Colgate Palmolive Co Consumer Defensive	Held	16,200	0	$1,382,184	−6.9%	0.57%
NVDA	Nvidia Corp Technology	Held	6,000	0	$1,370,280	+14.1%	0.57%
ORCL	Oracle Corp Technology	Held	9,800	0	$1,345,540	−6.3%	0.56%
LIN	Linde PLC Basic Materials	NEW	2,800	NEW	$1,329,020	NEW	0.55%
GE	General Electric Co Industrials	Held	3,936	0	$1,229,173	−16.4%	0.51%
AMZN	Amazon Com Inc Consumer Cyclical	Held	4,640	0	$1,156,056	+4.5%	0.48%
PPG	Ppg Industries Inc Basic Materials	Held	10,872	0	$1,134,275	−14.0%	0.47%
GWW	W.W. Grainger, Inc. Industrials	Held	800	0	$996,608	−8.4%	0.41%
SPGI	S&P Global Inc. Financial Services	Held	2,350	0	$927,004	−3.1%	0.38%
CSL	Carlisle Companies Inc Industrials	Held	2,800	0	$902,076	−11.2%	0.37%
PAYC	Paycom Software, Inc. Technology	Held	4,000	0	$870,600	+73.2%	0.36%

Showing the top 50 of 106 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.