Boit C F David Portfolio Holdings

Boit C F David

  • $219 Million
  • Q4 2025

Boit C F David has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $219 Million distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $16.1M, Berkshire Hathaway Inc Class B with a value of $16.1M, Alphabet Inc. with a value of $10.6M, Caterpillar Inc with a value of $10.4M, and Exxon Mobil Corp with a value of $9.89M.

Examining the 13F form we can see an increase of $596K in the current position value, from $218M to 219M.

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 $219 Million
Technology: $55.1 Million
Financial Services: $50 Million
Healthcare: $36.5 Million
Industrials: $26.8 Million
Communication Services: $12.4 Million
Energy: $12.2 Million
Consumer Defensive: $12.2 Million
Consumer Cyclical: $8.9 Million
Other: $4.6 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 121
  • Current Value $219 Million
  • Prior Value $218 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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