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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.71T
$15.8 Million 7.71% of portfolio
31,804
Q4 2024 Added 0.32%
$650B
$15.4 Million 7.49% of portfolio
31,628
Q4 2024 Reduced 0.32%
$560B
$9.45 Million 4.61% of portfolio
26,630
Q4 2023 Added 11.28%
$458B
$9.06 Million 4.41% of portfolio
84,053
Q4 2024 Reduced 5.83%
$140B
$7.92 Million 3.86% of portfolio
28,750
Q3 2024 Added 900.0%
$223B
$7.57 Million 3.69% of portfolio
19,500
Q4 2024 Reduced 8.88%
$124B
$6.91 Million 3.37% of portfolio
22,400
Q4 2023 Added 5.29%
$1.43T
$6.77 Million 3.3% of portfolio
38,422
Q1 2025 Added 5.49%
$560B
$6.26 Million 3.05% of portfolio
11,140
Q4 2023 Added 7.74%
$3.82T
$6.16 Million 3.0% of portfolio
30,002
Q4 2024 Added 0.33%
$230B
$5.78 Million 2.82% of portfolio
19,800
Q4 2023 Added 5.32%
$466B
$5.73 Million 2.79% of portfolio
37,500
Q1 2025 Reduced 8.87%
$213B
$5.56 Million 2.71% of portfolio
70,283
Q2 2024 Reduced 1.4%
$189B
$5.16 Million 2.51% of portfolio
6,550
Q1 2025 Added 36.46%
$397B
$5.07 Million 2.47% of portfolio
107,198
Q1 2025 Reduced 8.53%
$115B
$4.68 Million 2.28% of portfolio
16,165
Q3 2024 Added 5.21%
$371B
$4.57 Million 2.22% of portfolio
24,600
Q3 2022 Reduced 2.77%
$232B
$4.46 Million 2.17% of portfolio
32,800
Q4 2023 Added 3.47%
$859B
$4.28 Million 2.08% of portfolio
14,751
Q1 2025 Reduced 1.99%
$377B
$4.03 Million 1.96% of portfolio
25,274
Q4 2023 Added 6.77%
$180B
$3.38 Million 1.64% of portfolio
21,200
Q3 2024 Reduced 0.47%
$195B
$3.02 Million 1.47% of portfolio
22,900
Q4 2023 Added 6.51%
$128B
$2.84 Million 1.38% of portfolio
11,944
Q4 2023 Added 14.36%
$23B
$2.82 Million 1.37% of portfolio
29,340
Q2 2025 Reduced 0.34%
$120B
$2.44 Million 1.19% of portfolio
5,260
Q2 2024 Added 8.23%
$97.7B
$2.17 Million 1.05% of portfolio
3,100
Q1 2024 Added 24.0%
$643B
$2.14 Million 1.04% of portfolio
9,800
Q2 2021 New
$90.2B
$2.04 Million 0.99% of portfolio
9,210
Q4 2023 Added 19.84%
$145B
$1.75 Million 0.85% of portfolio
8,850
Q4 2023 Added 18.79%
$277B
$1.55 Million 0.75% of portfolio
12,800
Q2 2024 New
$70.2B
$1.47 Million 0.72% of portfolio
16,200
Q1 2025 Reduced 10.99%
$68.9B
$1.41 Million 0.68% of portfolio
11,750
Q3 2024 Reduced 1.67%
$134B
$1.29 Million 0.63% of portfolio
5,625
Q4 2023 Added 39.75%
$34.2B
$1.27 Million 0.62% of portfolio
13,330
Q4 2023 Added 75.56%
$26.2B
$1.24 Million 0.6% of portfolio
10,872
Q1 2025 Reduced 15.54%
$138B
$1.19 Million 0.58% of portfolio
49,103
Q4 2023 Added 10.74%
$150B
$1.12 Million 0.54% of portfolio
4,000
Q4 2023 Added 33.33%
$191B
$1.1 Million 0.54% of portfolio
2,715
Q2 2025 Added 22.57%
$230B
$1.06 Million 0.51% of portfolio
3,584
Q4 2023 Added 2.52%
$302B
$1.01 Million 0.49% of portfolio
3,936
Q1 2024 New
$2.4T
$974,000 0.47% of portfolio
4,440
Q2 2025 Added 12.69%
$419B
$947,000 0.46% of portfolio
6,000
Q2 2024 Added 900.0%
$13.5B
$925,000 0.45% of portfolio
4,000
Q3 2024 Added 8.11%
$61B
$894,000 0.44% of portfolio
17,000
Q4 2023 Added 78.95%
$167B
$889,000 0.43% of portfolio
2,300
Q1 2024 Added 27.78%
$221B
$868,000 0.42% of portfolio
150
Q1 2025 New
$300B
$842,000 0.41% of portfolio
10,519
Q1 2025 Reduced 32.22%
$50.4B
$832,000 0.41% of portfolio
800
Q4 2023 New
$7.1B
$830,000 0.4% of portfolio
23,990
Q2 2021 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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