Boit C F David
SEC Form 13F institutional filer · CIK 0001308331
13F-HR · 91 reported holdings · 2026-03-31
Reported long-US-equity value
$0.22B
Top-10 concentration
49.2%
Boit C F David — $217M AUM allocation strategy
Boit C F David files SEC Form 13F and reports $217M of long US equity value across 91 reported holdings for 2026-03-31.
Its largest sector bet is Financials 20.6%, followed by Information Technology 16.6% and Health Care 12.1%.
The top 10 holdings account for 49% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Boit C F David — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$217M
total across 91 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
49% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$LIN +2K sh · +$1.03M+$SPGI +1.35K sh · +$493K+$INTU +1.2K sh · −$1.18M
Biggest trims (shares)
−$CHD −5K sh · −$292K−$CAT −2.3K sh · +$78.3K−$JNJ −2K sh · +$1.01M
Added from nil (new positions)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Pharmaceuticals7.9%—
- Multi-Sector Holdings7.0%—
- Transaction & Payment Processing Services6.8%—
- Integrated Oil & Gas6.6%—
- Semiconductors5.7%—
- Systems Software5.6%—
- Construction Machinery & Heavy Transportation Equipment5.4%—
- Interactive Media & Services5.1%—
- Other holdings49.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $BRK.B | Berkshire Hathaway Inc.-Class B | 31.6K | $15.2M | +0 | 7.0% |
| $XOM | ExxonMobil Holdings Corporation | 84.1K | $14.3M | +0 | 6.6% |
| $MSFT | Microsoft Corporation | 32.6K | $12.1M | +800 | 5.6% |
| $CAT | Caterpillar Inc | 16.5K | $11.7M | -2.3K | 5.4% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 38.3K | $11M | +0 | 5.1% |
| $V | Visa Inc | 26.6K | $9.31M | +0 | 4.3% |
| $JNJ | Johnson & Johnson | 35.5K | $8.68M | -2K | 4.0% |
| $AVGO | Broadcom Inc | 27.8K | $8.59M | +0 | 4.0% |
| $MRK | Merck & Company Inc | 70.3K | $8.45M | +0 | 3.9% |
| $AAPL | Apple Inc | 30K | $7.61M | +0 | 3.5% |
…and 81 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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