Boit C F David
Annual return '25
+23.8%
SPY '25
+17.7%
Alpha
+6.1ptsvs SPY
Invested
$450.6M
Holdings
111
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BRK/B
BERKSHIRE HATHAWAY INC CL B (NEW)
Held since at least Q1 2024
6.9%
02
$XOM
EXXON MOBIL CORP COM
Held since at least Q1 2024
6.5%
03
$MSFT
MICROSOFT CORP COM
Held since at least Q1 2024
5.5%
04
$CAT
CATERPILLAR INC COM
Held since at least Q1 2024
5.4%
05
$GOOGL
ALPHABET INC CL A
Q4 2025: New position (32.2k shares)
5.0%
06
$V
VISA INC CL A
Held since at least Q1 2024
4.3%
07
$JNJ
JOHNSON & JOHNSON COM
Held since at least Q1 2024
4.0%
08
$AVGO
BROADCOM INC COM
Q1 2026: Exited (was 25.0k shares)
3.9%
09
$MRK
MERCK & CO INC (NEW)
Held since at least Q1 2024
3.9%
10
$AAPL
APPLE INC COM
Q4 2025: New position (79.6k shares)
3.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:38 UTC.