Boit C F David holds a diversified book of 85 stocks worth $237.6M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Moog Inc-Class A and trimmed Berkshire Hathaway Inc-CL B. Their largest long position is Berkshire Hathaway Inc-CL B at 7% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
98% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Boit C F David
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| HUNTINGTON NATIONAL BANK | 75 / 80 | $7.9B |
| BlackRock, Inc. | 72 / 80 | $2.4T |
| STATE STREET CORP | 72 / 80 | $1.5T |
| FMR LLC | 72 / 80 | $800.2B |
| MORGAN STANLEY | 72 / 80 | $529.4B |
| JPMORGAN CHASE & CO | 72 / 80 | $520.5B |
| PRICE T ROWE ASSOCIATES INC /MD/ | 72 / 80 | $396.9B |
| BANK OF AMERICA CORP /DE/ | 72 / 80 | $316.2B |
Ranked by how many of Boit C F David's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc CL B (New) COM CL B | $15.6M | 31.1K | 6.6% | ▼−1.6% Reduced · −500 sh | |
| 2 | Caterpillar Inc Com COM | $15.1M | 14.2K | 6.4% | ▼−14% Reduced · −2K sh | |
| 3 | Alphabet Inc CL A COM CL A | $13.7M | 38.3K | 5.8% | —Held | |
| 4 | Microsoft Corp Com COM | $12.2M | 32.6K | 5.1% | —Held | |
| 5 | Exxon Mobil Corp Com COM | $11.5M | 84.1K | 4.8% | —Held | |
| 6 | Broadcom Inc Com COM | $10.0M | 26.4K | 4.2% | ▼−5.0% Reduced · −1K sh | |
| 7 | Visa Inc CL A COM CL A | $9.1M | 26.6K | 3.8% | —Held | |
| 8 | Merck & Co Inc (New) COM | $9.0M | 70.3K | 3.8% | —Held | |
| 9 | Johnson & Johnson Com COM | $9.0M | 35.5K | 3.8% | —Held | |
| 10 | Apple Inc Com COM | $8.7M | 30.0K | 3.7% | —Held | |
| 11 | Abbvie Inc Com COM | $6.2M | 24.6K | 2.6% | —Held | |
| 12 | Bank Of America Corp Com COM | $6.1M | 107.2K | 2.6% | —Held | |
| 13 | Mastercard Inc CL A COM CL A | $5.7M | 11.1K | 2.4% | —Held | |
| 14 | Chubb Limited COM | $5.5M | 16.2K | 2.3% | —Held | |
| 15 | McDonald's Corp Com COM | $5.4M | 19.8K | 2.3% | —Held | |
| 16 | Automatic Data Processing Inc Com COM | $5.3M | 23.8K | 2.2% | ▲+6.1% Added · +1K sh | |
| 17 | JPMorgan Chase & Co Com COM | $4.8M | 14.6K | 2.0% | —Held | |
| 18 | Analog Devices Inc Com COM | $4.7M | 11.9K | 2.0% | —Held | |
| 19 | Corning Inc Com COM | $4.3M | 16.9K | 1.8% | ▼−0.6% Reduced · −100 sh | |
| 20 | Stryker Corp Com COM | $4.1M | 13.0K | 1.7% | ▲+12% Added · +1K sh | |
| 21 | Qualcomm Inc Com COM | $4.0M | 21.5K | 1.7% | —Held | |
| 22 | Procter & Gamble Co Com COM | $3.7M | 25.3K | 1.6% | —Held | |
| 23 | Pepsico Inc Com COM | $3.1M | 22.9K | 1.3% | —Held | |
| 24 | Parker-Hannifin Corp Com COM | $3.0M | 3.1K | 1.3% | —Held | |
| 25 | Abbott Laboratories Com COM | $3.0M | 32.8K | 1.3% | —Held | |
| 26 | Intuit Inc Com COM | $3.0M | 11.3K | 1.2% | ▲+25% Added · +2K sh | |
| 27 | Lockheed Martin Corp Com COM | $2.7M | 5.3K | 1.1% | —Held | |
| 28 | Booking Holdings Inc COM | $2.2M | 12.3K | 0.9% | ▲49× Added · +12K sh | |
| 29 | Applied Materials Inc Com COM | $2.2M | 3.0K | 0.9% | —Held | |
| 30 | Novartis AG Sponsored ADR ADR | $2.0M | 12.8K | 0.8% | —Held | |
| 31 | Church & Dwight Inc Com COM | $1.8M | 18.1K | 0.7% | —Held | |
| 32 | Danaher Corp Com COM | $1.7M | 8.8K | 0.7% | —Held | |
| 33 | Paccar Inc Com COM | $1.6M | 13.3K | 0.7% | —Held | |
| 34 | Union Pacific Corp Com COM | $1.5M | 5.6K | 0.6% | —Held | |
| 35 | Eog Resources Inc Com COM | $1.5M | 11.8K | 0.6% | —Held | |
| 36 | Colgate-Palmolive Co Com COM | $1.5M | 16.2K | 0.6% | —Held | |
| 37 | Ge Aerospace Com COM | $1.5M | 3.9K | 0.6% | —Held | |
| 38 | Linde PLC COM | $1.5M | 2.8K | 0.6% | —Held | |
| 39 | Amgen Inc Com COM | $1.4M | 4.0K | 0.6% | —Held | |
| 40 | Oracle Corp Com COM | $1.4M | 9.8K | 0.6% | —Held | |
| 41 | American Tower Corp CL A (REIT) COM CL A | $1.4M | 8.7K | 0.6% | —Held | |
| 42 | Thermo Fisher Scientific Inc Com COM | $1.4M | 2.7K | 0.6% | —Held | |
| 43 | PPG Industries Inc Com COM | $1.3M | 10.9K | 0.6% | —Held | |
| 44 | Nvidia Corp Com COM | $1.2M | 6.0K | 0.5% | —Held | |
| 45 | Pfizer Inc Com COM | $1.2M | 49.1K | 0.5% | —Held | |
| 46 | Amazon.com Inc Com COM | $1.1M | 4.6K | 0.5% | —Held | |
| 47 | Grainger (W.W.) Inc Com COM | $1.1M | 800 | 0.5% | —Held | |
| 48 | Carlisle Companies Inc Com COM | $1.0M | 2.8K | 0.4% | —Held | |
| 49 | International Business Machines Com COM | $1.0M | 3.6K | 0.4% | —Held | |
| 50 | S&P Global Inc Com COM | $957K | 2.4K | 0.4% | ▲+15% Added · +300 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1308331/holdings"
Use Arkolith to show Boit C F David's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 30, 2026 | 85 | $237.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 9, 2026 | 119 | $225.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 121 | $231.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 119 | $221.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 30, 2025 | 124 | $207.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 8, 2025 | 129 | $199.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 128 | $246.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 7, 2024 | 129 | $201.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.