Boit C F David
Top Portfolio Positions
105 positions ·
$218,437,515 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
31,628 | $15,156,137 | 6.94% | |
| XOM |
Exxon Mobil Corp
Energy
|
84,053 | $14,260,431 | 6.53% | |
| MSFT |
Microsoft Corp
Technology
|
32,604 | $12,069,022 | 5.53% | |
| CAT |
Caterpillar Inc
Industrials
|
16,500 | $11,689,590 | 5.35% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
38,322 | $11,019,874 | 5.04% | |
| JNJ |
Johnson & Johnson
Healthcare
|
35,500 | $8,677,620 | 3.97% | |
| AVGO |
Broadcom Inc.
Technology
|
27,750 | $8,588,902 | 3.93% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
70,283 | $8,454,342 | 3.87% | |
| V |
Visa Inc.
Financial Services
|
26,630 | $8,048,651 | 3.68% | |
| AAPL |
Apple Inc.
Technology
|
30,002 | $7,614,207 | 3.49% |
Portfolio Trend
19 quarters · across all stocks
Holdings in FRFHF
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $170,200 | 100 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $190,802 | 100 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $174,827 | 100 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $180,658 | 100 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $144,725 | 100 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $138,976 | 100 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $125,839 | 100 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $113,625 | 100 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $107,904 | 100 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $92,076 | 100 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $81,895 | 100 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $74,890 | 100 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $66,512 | 100 | Shares | Sole | 2023-05-02 | |
| No 13F history on record for this holder in this stock. | ||||||