Boit C F David: 13F holdings
CIK 13083312026Q2
| Positions | 85 |
|---|
| Reported value | $237.6m |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 85 (-32 vs prior quarter) |
|---|
| Reported value | $237.6m (+5.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BRK-B BERKSHIRE HATHAWAY INC CL B (NEW) | 31,128 | $15.6m | 6.6% |
| CAT CATERPILLAR INC COM | 14,200 | $15.1m | 6.4% |
| GOOGL ALPHABET INC CL A | 38,322 | $13.7m | 5.8% |
| MSFT MICROSOFT CORP COM | 32,604 | $12.2m | 5.1% |
| EXXON MOBIL CORP COM | 84,053 | $11.5m | 4.8% |
| AVGO BROADCOM INC COM | 26,350 | $10.0m | 4.2% |
| V VISA INC CL A | 26,630 | $9.1m | 3.8% |
| MRK MERCK & CO INC (NEW) | 70,283 | $9.0m | 3.8% |
| JNJ JOHNSON & JOHNSON COM | 35,500 | $9.0m | 3.8% |
| AAPL APPLE INC COM | 30,002 | $8.7m | 3.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1308331")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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