C F David Boit - Portfolio overview

C F David Boit has 118 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. BRKB - BERKSHIRE HATHAWAY INC CL B (NEW), 6.73%
2. XOM - EXXON MOBIL CORP COM, 6.33%
3. MSFT - MICROSOFT CORP COM, 5.36%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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