Portfolio (Quarterly) Guide ↗

Boit C F David

· CIK 0001308331

13F Portfolio $225M AUM 119 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 New 7 Added 9 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	WEX	WEX INC	Technology	1,000	$162K	0.07%	SOLD
2	ALGN	ALIGN TECHNOLOGY INC	Healthcare	500	$86K	0.04%	SOLD
3	MICC	MAGNUM ICE CREAM COMPANY	Consumer Defensive	2,600	$40K	0.02%	SOLD

Sector Allocation

Technology 24.0%

Healthcare 18.5%

Financial Services 16.3%

Industrials 14.2%

Energy 8.4%

Communication Services 6.3%

Consumer Defensive 5.7%

Consumer Cyclical 4.3%

Basic Materials 0.9%

Real Estate 0.7%