Boit C F David
Q3 2026 13F-HR Holdings
Net value change ($000)
+3,348
(1.4%)
New positions
29
Sold out positions
8
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q2 2026
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)
| MSFT | 4,561 | 37.5% |
| XOM | 2,183 | 19.0% |
| LIN | 1,329 | NEW |
| AAPL | 1,310 | 15.1% |
| MRK | 1,182 | 13.1% |
| ADP | 811 | 15.2% |
| UL | 702 | NEW |
| COST | 637 | NEW |
| NEE | 528 | NEW |
| TMO | 472 | 34.7% |
Top Reduces (Value $000, Stocks/ETFs)
| CAT | -3,771 | -24.9% |
| GLW | -1,718 | -39.8% |
| LIN | -1,453 | -100.0% |
| MCD | -779 | -14.6% |
| AVGO | -700 | -7.0% |
| Unilever PLC | -695 | -100.0% |
| COSTCO WHOLESALE CORP COM | -655 | -100.0% |
| AMAT | -635 | -29.3% |
| NESTLE S A SPONSORED ADR | -597 | -100.0% |
| SYK | -515 | -12.5% |
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.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|