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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$16.1 Million 7.38% of portfolio
31,804
Q4 2024 Added 0.32%
$662B
$16.1 Million 7.36% of portfolio
31,628
Q4 2024 Reduced 0.32%
$1.65T
$10.6 Million 4.84% of portfolio
38,322
Q4 2025 Reduced 0.26%
$291B
$10.4 Million 4.75% of portfolio
18,800
Q4 2025 Reduced 3.59%
$490B
$9.89 Million 4.52% of portfolio
84,053
Q4 2024 Reduced 5.83%
$139B
$9.51 Million 4.35% of portfolio
27,750
Q3 2025 Reduced 3.48%
$533B
$8.67 Million 3.97% of portfolio
26,630
Q4 2023 Added 11.28%
$4.3T
$8.02 Million 3.67% of portfolio
30,002
Q4 2024 Added 0.33%
$522B
$7.48 Million 3.42% of portfolio
37,500
Q1 2025 Reduced 8.87%
$235B
$6.53 Million 2.98% of portfolio
70,283
Q2 2024 Reduced 1.4%
$224B
$6.04 Million 2.76% of portfolio
19,800
Q4 2023 Added 5.32%
$512B
$5.98 Million 2.73% of portfolio
11,140
Q4 2023 Added 7.74%
$414B
$5.76 Million 2.63% of portfolio
24,600
Q3 2022 Reduced 2.77%
$104B
$5.62 Million 2.57% of portfolio
22,400
Q4 2023 Added 5.29%
$413B
$5.52 Million 2.52% of portfolio
107,198
Q1 2025 Reduced 8.53%
$182B
$5.1 Million 2.33% of portfolio
7,900
Q4 2025 Added 0.64%
$881B
$4.43 Million 2.03% of portfolio
14,751
Q1 2025 Reduced 1.99%
$228B
$4.26 Million 1.95% of portfolio
32,800
Q4 2023 Added 3.47%
$136B
$4.19 Million 1.92% of portfolio
11,645
Q2 2025 Added 1.75%
$346B
$3.69 Million 1.69% of portfolio
25,274
Q4 2023 Added 6.77%
$187B
$3.59 Million 1.64% of portfolio
21,500
Q4 2025 Added 1.42%
$204B
$3.39 Million 1.55% of portfolio
22,900
Q4 2023 Added 6.51%
$118B
$2.75 Million 1.26% of portfolio
11,944
Q4 2023 Added 14.36%
$107B
$2.58 Million 1.18% of portfolio
3,100
Q1 2024 Added 24.0%
$123B
$2.48 Million 1.13% of portfolio
5,260
Q2 2024 Added 8.23%
$593B
$2.15 Million 0.99% of portfolio
9,800
Q2 2021 New
$160B
$1.95 Million 0.89% of portfolio
8,850
Q4 2023 Added 18.79%
$20.4B
$1.95 Million 0.89% of portfolio
23,140
Q3 2025 Reduced 21.13%
$283B
$1.68 Million 0.77% of portfolio
12,800
Q2 2024 New
$84B
$1.57 Million 0.72% of portfolio
8,710
Q4 2025 Reduced 5.43%
$222B
$1.54 Million 0.7% of portfolio
2,715
Q2 2025 Added 22.57%
$69.4B
$1.4 Million 0.64% of portfolio
17,000
Q4 2023 Added 78.95%
$183B
$1.37 Million 0.62% of portfolio
4,000
Q4 2023 Added 33.33%
$64.7B
$1.3 Million 0.59% of portfolio
11,750
Q3 2024 Reduced 1.67%
$65.7B
$1.28 Million 0.58% of portfolio
16,200
Q1 2025 Reduced 10.99%
$33.2B
$1.27 Million 0.58% of portfolio
13,330
Q4 2023 Added 75.56%
$136B
$1.24 Million 0.57% of portfolio
5,625
Q4 2023 Added 39.75%
$141B
$1.23 Million 0.56% of portfolio
49,103
Q4 2023 Added 10.74%
$191B
$1.2 Million 0.55% of portfolio
250
Q3 2025 Added 66.67%
$328B
$1.18 Million 0.54% of portfolio
3,936
Q1 2024 New
$465B
$1.12 Million 0.51% of portfolio
6,000
Q2 2024 Added 900.0%
$266B
$1.07 Million 0.49% of portfolio
3,584
Q4 2023 Added 2.52%
$2.39T
$1.04 Million 0.48% of portfolio
4,440
Q2 2025 Added 12.69%
$22.8B
$1.05 Million 0.48% of portfolio
10,872
Q1 2025 Reduced 15.54%
$6.99B
$984,000 0.45% of portfolio
23,990
Q2 2021 New
$317B
$877,000 0.4% of portfolio
10,519
Q1 2025 Reduced 32.22%
$151B
$763,000 0.35% of portfolio
2,350
Q4 2025 Added 2.17%
$46.8B
$740,000 0.34% of portfolio
800
Q4 2023 New
$150B
$684,000 0.31% of portfolio
11,555
Q4 2025 Reduced 11.12%

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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