Boit C F David

Q1 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Date filed
4/9/2026
Form type
13F-HR
Num holdings
119
Total value ($000)
$225,312
Net value change ($000)
-6,087 (-2.6%)
New positions
1
Sold out positions
3
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XOM 3,786 36.1%
LIN 1,033 291.0%
JNJ 1,013 13.2%
CSL 934 NEW
GLW 862 59.5%
MRK 686 8.8%
SPGI 493 130.1%
EOG 466 37.8%
LMT 323 11.3%
CB 309 6.2%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -3,174 -20.8%
GOOGL -1,571 -12.5%
ADP -1,408 -23.6%
INTU -1,176 -23.0%
AVGO -984 -10.3%
MA -846 -13.2%
ABT -762 -18.5%
BAC -761 -12.7%
BRK-B -630 -4.0%
JPM -576 -11.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type