Long-term investor
Boit C F David @boitcfdavid
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001308331).
Record
- Tracked since 2025-06-30 (454 days), 39 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +48.5%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BRK-B · 6.6% · long · since 2025-06-30
- CAT · 6.4% · long · since 2025-06-30
- GOOGL · 5.8% · long · since 2025-06-30
- MSFT · 5.1% · long · since 2025-06-30
- XOM · 4.8% · long · since 2025-06-30
- AVGO · 4.2% · long · since 2025-06-30
- V · 3.8% · long · since 2025-06-30
- MRK · 3.8% · long · since 2025-06-30
- JNJ · 3.8% · long · since 2025-06-30
- AAPL · 3.7% · long · since 2025-06-30
- ABBV · 2.6% · long · since 2025-06-30
- BAC · 2.6% · long · since 2025-06-30