Institutional Fund
Boit C F David
Boston, MACIK 13083315 filings on record
Portfolio Value
$225.31M
Q1 2026
Holdings
117
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-2.6%
from $231.40M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Berkshire Hathaway Inc Del6.7%
- Exxon Mobil Corp6.3%
- Microsoft Corp5.4%
- Caterpillar Inc5.2%
- Alphabet Inc4.9%
- Visa Inc4.1%
- Other67.4%
Portfolio Holdings
117 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 31.6K | $15.16M | 6.7% | 0 | Held |
| 2 | Exxon Mobil Corp | 84.1K | $14.26M | 6.3% | 0 | Held |
| 3 | Microsoft Corp | 32.6K | $12.07M | 5.4% | +800 | Added |
| 4 | Caterpillar Inc | 16.5K | $11.69M | 5.2% | −2.3K | Reduced |
| 5 | Alphabet Inc | 38.3K | $11.02M | 4.9% | 0 | Held |
| 6 | Visa Inc | 26.6K | $9.31M | 4.1% | 0 | Held |
| 7 | Johnson & Johnson | 35.5K | $8.68M | 3.9% | −2.0K | Reduced |
| 8 | Broadcom Inc | 27.8K | $8.59M | 3.8% | 0 | Held |
| 9 | Merck & Co Inc | 70.3K | $8.45M | 3.8% | 0 | Held |
| 10 | Apple Inc | 30.0K | $7.61M | 3.4% | 0 | Held |
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