TraderTrends
Manager Profile

Boit C F David

Diversified · Industrials 24%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

BOSTON, MA

Portfolio Value

$237.6M

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

BERKSHIRE HATHAWAY INC CL B (NEW)

Latest disclosed holding

Top 4

084670702 149123101 GOOGL 594918104 XOM

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Industrials
24.2%
Financial Services
20.6%
Technology
17.8%
Healthcare
15.8%
Energy
7.8%
Communication Services
4.5%
Consumer Defensive
4.2%
Consumer Cyclical
1.3%
Utilities
1.2%
Real Estate
0.7%
Basic Materials
0.5%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
BERKSHIRE HATHAWAY INC CL B (NEW)

Shares: 31.1K

15.6M

Position Value
2
CATERPILLAR INC COM

Shares: 14.2K

15.1M

Position Value
3
Alphabet Inc

Shares: 38.3K

13.7M

Position Value
4
MICROSOFT CORP COM

Shares: 32.6K

12.2M

Position Value
5
Exxon Mobil Corp

Shares: 84.1K

11.5M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID