StockDriftsStockDriftsTop 50 Boit C F David Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC CL B (NEW) | 6.56% | 31.1K | $15.6M | -1.58%(-500) | $272.52(+83.96%) | 2026-06-30 | |
| CAT | CATERPILLAR INC COM | 6.36% | 14.2K | $15.1M | -13.94%(-2.30K) | $230.62(+277.01%) | 2026-06-30 | |
| GOOGL | ALPHABET INC CL A | 5.78% | 38.3K | $13.7M | +0.00%(+0) | $121.99(+182.59%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP COM | 5.12% | 32.6K | $12.2M | +0.00%(+0) | $262.75(+84.99%) | 2026-06-30 | |
| XOM | EXXON MOBIL CORP COM | 4.82% | 84.1K | $11.5M | +0.00%(+0) | $59.92(+168.42%) | 2026-06-30 | |
| AVGO | BROADCOM INC COM | 4.19% | 26.4K | $10.0M | -5.05%(-1.40K) | $46.63(+744.45%) | 2026-06-30 | |
| V | VISA INC CL A | 3.85% | 26.6K | $9.1M | +0.00%(+0) | $225.37(+60.60%) | 2026-06-30 | |
| MRK | MERCK & CO INC (NEW) | 3.8% | 70.3K | $9.0M | +0.00%(+0) | $77.72(+75.27%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON COM | 3.79% | 35.5K | $9.0M | +0.00%(+0) | $164.56(+58.27%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 3.65% | 30.0K | $8.7M | +0.00%(+0) | $140.82(+116.86%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.89% | +51.65% | — | — | +108.75% |
| Top 20 Holdings Unweighted | +16.63% | +58.65% | — | — | +119.59% |
Boit C F David reports $237.61M in US-listed equity holdings across 85 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (6.6%), CAT (6.4%) and GOOGL (5.8%). The top 20 holdings account for 69.87% of reported assets. Its disclosed equity book has returned +51.65% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Boit C F David’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1308331). View Boit C F David’s 13F filings on SEC