Boit C F David — 13F holdings

Boit C F David reported 85 holdings worth $238M in its 13F filing for Q2 2026, filed July 30, 2026.

Largest positions

1. BRK.B BERKSHIRE HATHAWAY INC DEL — $15.6M (6.6%)
2. CAT CATERPILLAR INC — $15.1M (6.4%)
3. GOOGL ALPHABET INC — $13.7M (5.8%)
4. MSFT MICROSOFT CORP — $12.2M (5.1%)
5. XOM EXXON MOBIL CORP — $11.5M (4.8%)
6. AVGO BROADCOM INC — $9.95M (4.2%)
7. V VISA INC — $9.14M (3.8%)
8. MRK MERCK & CO INC — $9.03M (3.8%)
9. JNJ JOHNSON & JOHNSON — $9.02M (3.8%)
10. AAPL APPLE INC — $8.68M (3.7%)