account_balance
Investment manager · 13F filer · SEC CIK 1308331
Boit C F David
Reported value$241Mas of Sep 30, 2026
Positions106 28 new, 7 sold out
Top 10 weight49.3%MSFT alone is 7%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
6.9%
BRK-BBerkshire Hathaway Inc
6.4%
XOMExxonMobil Holdings Corp
5.7%
GOOGLAlphabet Inc.
5.5%
CATCaterpillar Inc
4.7%
MRKMerck & Co., Inc.
4.2%
AAPLApple Inc.
4.1%
VVisa Inc.
4.0%
JNJJohnson & Johnson
3.9%
AVGOBroadcom Inc.
3.8%
ABBVAbbVie Inc.
2.7%
MAMastercard Inc
2.6%
MSFTMicrosoft Corp
6.9%
BRK-BBerkshire Hathaway Inc
6.4%
XOMExxonMobil Holdings Corp
5.7%
GOOGLAlphabet Inc.
5.5%
CATCaterpillar Inc
4.7%
MRKMerck & Co., Inc.
4.2%
AAPLApple Inc.
4.1%
VVisa Inc.
4.0%
JNJJohnson & Johnson
3.9%
AVGOBroadcom Inc.
3.8%
ABBV2.7%MA2.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 6.9% HeldBRK-B Berkshire Hathaway Inc 6.4% HeldXOM ExxonMobil Holdings Corp 5.7% HeldGOOGL Alphabet Inc. 5.5% HeldCAT Caterpillar Inc 4.7% HeldMRK Merck & Co., Inc. 4.2% HeldAAPL Apple Inc. 4.1% HeldV Visa Inc. 4.0% HeldJNJ Johnson & Johnson 3.9% HeldAVGO Broadcom Inc. 3.8% HeldABBV AbbVie Inc. 2.7% HeldMA Mastercard Inc 2.6% Held
What changed
Biggest moves since Jun 30, 2026
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