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Livermore
Livermore
ZHEN

Boit C F David

SEC CIK
0001308331
Latest filing
Jul 30, 2026

The latest 13F from Boit C F David covers Q2 2026 (filed Jul 30, 2026): 85 long positions worth $237.6M. The top 10 holdings make up 47.9% of the portfolio, and the largest is Berkshire Hathaway Inc (BRK.B) at 6.6%. Livermore has 21 filings on Form 13F from this institution, going back to Q2 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
1
Est. +$339.1K
Added
6
Est. +$2.61M
Reduced
6
Est. −$3.65M
Sold out
33
Est. −$3.50M

Top 5 holdings

Share of this quarter's portfolio value

  1. BRK.BBerkshire Hathaway Inc
    6.6%$15.6MHistory
  2. CATCaterpillar Inc
    6.4%$15.1MHistory
  3. GOOGLAlphabet Inc.
    5.8%$13.7MHistory
  4. MSFTMicrosoft Corp
    5.1%$12.2MHistory
  5. XOMExxonMobil Holdings Corp
    4.8%$11.5MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. BKNGBooking Holdings Inc.
    +$1.07MAddedConverted for a 25-for-1 splitHistory
  2. INTUIntuit Inc.
    +$587.3KAddedHistory
  3. SYKStryker Corp
    +$440.8KAddedHistory
  4. MOG.AMoog Inc.
    +$339.1KNewHistory
  5. ADPAutomatic Data Processing Inc
    +$307.9KAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. BKNGBooking Holdings Inc.
    +0.45 pp0.5% → 0.9%History
  2. ADPAutomatic Data Processing Inc
    +0.22 pp2.0% → 2.2%History
  3. MOG.AMoog Inc.
    +0.14 pp0.0% → 0.1%History
  4. SYYSysco Corp
    +0.05 pp0.1% → 0.2%History
  5. SYKStryker Corp
    +0.03 pp1.7% → 1.7%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. CATCaterpillar Inc
    −$2.45MReducedHistory
  2. AVGOBroadcom Inc.
    −$528.9KReducedHistory
  3. CMCSAComcast Corp
    −$481.5KSold outHistory
  4. ELEstee Lauder Companies Inc
    −$251.2KSold outHistory
  5. BRK.BBerkshire Hathaway Inc
    −$250.2KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. CMCSAComcast Corp
    −0.21 pp0.2% → 0.0%History
  2. BRK.BBerkshire Hathaway Inc
    −0.17 pp6.7% → 6.6%History
  3. ADBEAdobe Inc.
    −0.17 pp0.3% → 0.2%History
  4. ELEstee Lauder Companies Inc
    −0.11 pp0.1% → 0.0%History
  5. JardineMathesonHoldingsLimitedG50736100
    −0.10 pp0.2% → 0.1%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$237.6M
+$12.3M (+5.5%) vs. prior quarter
Positions
85
−32 vs. prior quarter
Top 10 concentration
47.9%
Top 10 as share of value
Turnover
1.3%
Q2 2026, one quarter
Average holding period
15.5 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q2 2021), so positions held before then are understated.

13F filings by quarter

20 quarters, going back to Q2 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $237.6M (Q2 2026)

Q2 2021: $131.3MQ3 2021: $145.7MQ4 2021: $157.6MQ1 2022: $152.2MQ3 2022: $123.0MQ4 2022: $140.3MQ1 2023: $146.4MQ2 2023: $150.3MQ3 2023: $146.1MQ4 2023: $176.6MQ1 2024: $183.0MQ2 2024: $191.9MQ3 2024: $201.9MQ4 2024: $198.4MQ1 2025: $199.3MQ2 2025: $207.9MQ3 2025: $221.0MQ4 2025: $231.4MQ1 2026: $225.3MQ2 2026: $237.6M
Q2 2021Q2 2026
13F filings of Boit C F David by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 30, 202685$237.6MBRK.BCATGOOGLvs. Q1 2026SEC
Q1 2026Apr 9, 2026117$225.3MBRK.BXOMMSFTvs. Q4 2025SEC
Q4 2025Jan 15, 2026119$231.4MBRK.BMSFTGOOGLvs. Q3 2025SEC
Q3 2025Oct 28, 2025117$221.0MMSFTBRK.BXOMvs. Q2 2025SEC
Q2 2025Jul 30, 2025122$207.9MMSFTBRK.BVvs. Q1 2025SEC
Q1 2025Apr 8, 2025127$199.3MBRK.BMSFTXOMvs. Q4 2024SEC
Q4 2024Jan 24, 2025126$198.4MBRK.BMSFTXOMvs. Q3 2024SEC
Q3 2024Oct 7, 2024128$201.9MBRK.BMSFTXOMvs. Q2 2024SEC
Q2 2024Jul 10, 2024128$191.9MMSFTBRK.BXOMvs. Q1 2024SEC
Q1 2024May 2, 2024118$183.0MBRK.BMSFTXOMvs. Q4 2023SEC
Q4 2023Jan 24, 2024131$176.6MBRK.BMSFTXOMvs. Q3 2023SEC
Q3 2023Oct 23, 2023106$146.1MXOMBRK.BMSFTvs. Q2 2023SEC
Q2 2023Jul 11, 2023109$150.3MXOMBRK.BMSFTvs. Q1 2023SEC
Q1 2023May 2, 2023109$146.4MXOMBRK.BMSFTvs. Q4 2022SEC
Q4 2022Feb 14, 2023107$140.3MXOMBRK.BMRKvs. Q3 2022SEC
Q3 2022Nov 15, 2022109$123.0MXOMBRK.BMSFT–SEC
Q1 2022May 11, 2022110$152.2MBRK.BMSFTXOMvs. Q4 2021SEC
Q4 2021Feb 14, 2022116$157.6MMSFTBRK.BJNJvs. Q3 2021SEC
Q3 2021Nov 12, 2021115$145.7MBRK.BMSFTJNJvs. Q2 2021SEC
Q2 2021Nov 12, 2021Amended101$131.3MBRK.BMSFTJNJ–SEC