Boit C F David Portfolio Holdings

Boit C F David

  • $205 Million
  • Q2 2025

Boit C F David has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $205 Million distributed in 124 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $15.8M, Berkshire Hathaway Inc Class B with a value of $15.4M, Visa Inc. with a value of $9.45M, Exxon Mobil Corp with a value of $9.06M, and Broadcom Inc. with a value of $7.92M.

Examining the 13F form we can see an increase of $9.08M in the current position value, from $196M to 205M.

Boit C F David is based out at Boston, MA

Below you can find more details about Boit C F David portfolio as well as his latest detailed transactions.

Portfolio value $205 Million
Technology: $50.8 Million
Financial Services: $49.7 Million
Healthcare: $32.3 Million
Industrials: $25.2 Million
Consumer Defensive: $13.4 Million
Energy: $11.4 Million
Communication Services: $8.97 Million
Consumer Cyclical: $8.26 Million
Other: $5.23 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$0 0.0% of portfolio
5,078
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 124
  • Current Value $205 Million
  • Prior Value $196 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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