Boit C F David 13F 持仓 · 2026年Q2
Boit C F David 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 83 只证券，申报市值合计 2.38 亿美元。前几大持仓：BRKB（6.56%）、CAT（6.36%）、GOOGL（5.78%）。本季前 25 大持仓中：增持 2 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC CL B (NEW) | $15.6M | 6.56% | 31,128 | 减持 |
| 2 | CAT | CATERPILLAR INC COM | $15.1M | 6.36% | 14,200 | 减持 |
| 3 | GOOGL | ALPHABET INC CL A | $13.7M | 5.78% | 38,322 | 持平 |
| 4 | MSFT | MICROSOFT CORP COM | $12.2M | 5.12% | 32,604 | 持平 |
| 5 | XOM | EXXON MOBIL CORP COM | $11.5M | 4.82% | 84,053 | 持平 |
| 6 | AVGO | BROADCOM INC COM | $10.0M | 4.19% | 26,350 | 减持 |
| 7 | V | VISA INC CL A | $9.1M | 3.85% | 26,630 | 持平 |
| 8 | MRK | MERCK & CO INC (NEW) | $9.0M | 3.80% | 70,283 | 持平 |
| 9 | JNJ | JOHNSON & JOHNSON COM | $9.0M | 3.79% | 35,500 | 持平 |
| 10 | AAPL | APPLE INC COM | $8.7M | 3.65% | 30,002 | 持平 |
| 11 | ABBV | ABBVIE INC COM | $6.2M | 2.61% | 24,600 | 持平 |
| 12 | BAC | BANK OF AMERICA CORP COM | $6.1M | 2.57% | 107,198 | 持平 |
| 13 | MA | MASTERCARD INC CL A | $5.7M | 2.41% | 11,140 | 持平 |
| 14 | CB | CHUBB LIMITED | $5.5M | 2.32% | 16,165 | 持平 |
| 15 | MCD | MCDONALD'S CORP COM | $5.4M | 2.25% | 19,800 | 持平 |
| 16 | ADP | AUTOMATIC DATA PROCESSING INC COM | $5.3M | 2.24% | 23,775 | 增持 |
| 17 | ADI | ANALOG DEVICES INC COM | $4.7M | 2.00% | 11,944 | 持平 |
| 18 | JPM | JPMORGAN CHASE & CO COM | $4.8M | 2.00% | 14,551 | 持平 |
| 19 | GLW | CORNING INC COM | $4.3M | 1.82% | 16,900 | 减持 |
| 20 | SYK | STRYKER CORP COM | $4.1M | 1.73% | 13,045 | 增持 |
| 21 | QCOM | QUALCOMM INC COM | $4.0M | 1.67% | 21,500 | 持平 |
| 22 | PG | PROCTER & GAMBLE CO COM | $3.7M | 1.56% | 25,274 | 持平 |
| 23 | PEP | PEPSICO INC COM | $3.1M | 1.30% | 22,900 | 持平 |
| 24 | PH | PARKER-HANNIFIN CORP COM | $3.0M | 1.28% | 3,100 | 持平 |
| 25 | ABT | ABBOTT LABORATORIES COM | $3.0M | 1.25% | 32,800 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR