Boit C F David Portfolio Holdings

Boit C F David

  • $196 Million
  • Q1 2025

Boit C F David has filed its 13F form on April 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $196 Million distributed in 129 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $16.6M, Microsoft Corp with a value of $11.9M, Exxon Mobil Corp with a value of $10M, Visa Inc. with a value of $9.33M, and Automatic Data Processing Inc with a value of $6.84M.

Examining the 13F form we can see an decrease of $9K in the current position value, from $196M to 196M.

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 $196 Million
Financial Services: $49.4 Million
Technology: $40.7 Million
Healthcare: $33.9 Million
Industrials: $23.8 Million
Consumer Defensive: $14.4 Million
Energy: $12.6 Million
Consumer Cyclical: $8.25 Million
Communication Services: $7.99 Million
Other: $5.16 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$685B
$16.6 Million 8.46% of portfolio
31,628
Q4 2024 Reduced 0.32%
$2.73T
$11.9 Million 6.09% of portfolio
31,804
Q4 2024 Added 0.32%
$451B
$10 Million 5.1% of portfolio
84,053
Q4 2024 Reduced 5.83%
$542B
$9.33 Million 4.76% of portfolio
26,630
Q4 2023 Added 11.28%
$122B
$6.84 Million 3.49% of portfolio
22,400
Q4 2023 Added 5.29%
$3.21T
$6.66 Million 3.4% of portfolio
30,002
Q4 2024 Added 0.33%
$154B
$6.43 Million 3.28% of portfolio
19,500
Q4 2024 Reduced 8.88%
$200B
$6.31 Million 3.22% of portfolio
70,283
Q2 2024 Reduced 1.4%
$412B
$6.22 Million 3.17% of portfolio
37,500
Q1 2025 Reduced 8.87%
$235B
$6.18 Million 3.15% of portfolio
19,800
Q4 2023 Added 5.32%
$503B
$6.11 Million 3.11% of portfolio
11,140
Q4 2023 Added 7.74%
$905B
$5.93 Million 3.02% of portfolio
38,422
Q1 2025 Added 5.49%
$307B
$5.15 Million 2.63% of portfolio
24,600
Q3 2022 Reduced 2.77%
$121B
$4.88 Million 2.49% of portfolio
16,165
Q3 2024 Added 5.21%
$68.7B
$4.81 Million 2.45% of portfolio
28,750
Q3 2024 Added 900.0%
$307B
$4.47 Million 2.28% of portfolio
107,198
Q1 2025 Reduced 8.53%
$398B
$4.31 Million 2.2% of portfolio
25,274
Q4 2023 Added 6.77%
$132B
$4.26 Million 2.17% of portfolio
11,445
Q3 2024 Reduced 0.87%
$164B
$4.02 Million 2.05% of portfolio
6,550
Q1 2025 Added 36.46%
$691B
$3.62 Million 1.84% of portfolio
14,751
Q1 2025 Reduced 1.99%
$198B
$3.43 Million 1.75% of portfolio
22,900
Q4 2023 Added 6.51%
$156B
$3.26 Million 1.66% of portfolio
21,200
Q3 2024 Reduced 0.47%
$25.2B
$3.24 Million 1.65% of portfolio
29,440
Q4 2023 Added 10.72%
$91.8B
$2.41 Million 1.23% of portfolio
11,944
Q4 2023 Added 14.36%
$121B
$2.35 Million 1.2% of portfolio
5,260
Q2 2024 Added 8.23%
$103B
$2 Million 1.02% of portfolio
9,210
Q4 2023 Added 19.84%
$72.8B
$1.88 Million 0.96% of portfolio
3,100
Q1 2024 Added 24.0%
$140B
$1.81 Million 0.92% of portfolio
8,850
Q4 2023 Added 18.79%
$65.2B
$1.51 Million 0.77% of portfolio
11,750
Q3 2024 Reduced 1.67%
$79.9B
$1.52 Million 0.77% of portfolio
16,200
Q1 2025 Reduced 10.99%
$240B
$1.43 Million 0.73% of portfolio
12,800
Q2 2024 New
$343B
$1.37 Million 0.7% of portfolio
9,800
Q2 2021 New
$133B
$1.33 Million 0.68% of portfolio
5,625
Q4 2023 Added 39.75%
$30.8B
$1.3 Million 0.66% of portfolio
13,330
Q4 2023 Added 75.56%
$149B
$1.25 Million 0.64% of portfolio
4,000
Q4 2023 Added 33.33%
$126B
$1.24 Million 0.63% of portfolio
49,103
Q4 2023 Added 10.74%
$23.9B
$1.19 Million 0.61% of portfolio
10,872
Q1 2025 Reduced 15.54%
$170B
$1.1 Million 0.56% of portfolio
2,215
Q4 2023 Added 47.67%
$12.7B
$873,000 0.45% of portfolio
4,000
Q3 2024 Added 8.11%
$216B
$891,000 0.45% of portfolio
3,584
Q4 2023 Added 2.52%
$163B
$882,000 0.45% of portfolio
2,300
Q1 2024 Added 27.78%
$5.16B
$861,000 0.44% of portfolio
23,990
Q2 2021 New
$207B
$787,000 0.4% of portfolio
3,936
Q1 2024 New
$50.5B
$790,000 0.4% of portfolio
800
Q4 2023 New
$75.4B
$787,000 0.4% of portfolio
5,360
Q1 2025 Reduced 15.72%
$35.3B
$778,000 0.4% of portfolio
17,000
Q4 2023 Added 78.95%
$166B
$774,000 0.39% of portfolio
13,000
Q2 2024 New
$1.76T
$749,000 0.38% of portfolio
3,940
Q4 2023 Added 319.15%
$251B
$755,000 0.38% of portfolio
10,519
Q1 2025 Reduced 32.22%

Summary

  • Portfolio
  • No. of Stocks 129
  • Current Value $196 Million
  • Prior Value $196 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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