Boit C F David Portfolio Holdings

Boit C F David

  • $218 Million
  • Q3 2025

Boit C F David has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $218 Million distributed in 119 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $16.5M, Berkshire Hathaway Inc Class B with a value of $15.9M, Exxon Mobil Corp with a value of $9.48M, Alphabet Inc. with a value of $9.34M, and Caterpillar Inc with a value of $9.3M.

Examining the 13F form we can see an increase of $12.8M in the current position value, from $205M to 218M.

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 $218 Million
Technology: $56 Million
Financial Services: $50.7 Million
Healthcare: $34.9 Million
Industrials: $26.9 Million
Consumer Defensive: $12.4 Million
Energy: $11.8 Million
Communication Services: $11.4 Million
Consumer Cyclical: $9.04 Million
Other: $4.95 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$16.5 Million 7.55% of portfolio
31,804
Q4 2024 Added 0.32%
$662B
$15.9 Million 7.29% of portfolio
31,628
Q4 2024 Reduced 0.32%
$490B
$9.48 Million 4.35% of portfolio
84,053
Q4 2024 Reduced 5.83%
$1.65T
$9.34 Million 4.28% of portfolio
38,422
Q1 2025 Added 5.49%
$291B
$9.3 Million 4.27% of portfolio
19,500
Q4 2024 Reduced 8.88%
$533B
$9.09 Million 4.17% of portfolio
26,630
Q4 2023 Added 11.28%
$4.3T
$7.64 Million 3.5% of portfolio
30,002
Q4 2024 Added 0.33%
$522B
$6.95 Million 3.19% of portfolio
37,500
Q1 2025 Reduced 8.87%
$512B
$6.34 Million 2.91% of portfolio
11,140
Q4 2023 Added 7.74%
$224B
$6.02 Million 2.76% of portfolio
19,800
Q4 2023 Added 5.32%
$235B
$5.9 Million 2.7% of portfolio
70,283
Q2 2024 Reduced 1.4%
$414B
$5.7 Million 2.61% of portfolio
24,600
Q3 2022 Reduced 2.77%
$413B
$5.53 Million 2.54% of portfolio
107,198
Q1 2025 Reduced 8.53%
$881B
$4.65 Million 2.13% of portfolio
14,751
Q1 2025 Reduced 1.99%
$228B
$4.39 Million 2.01% of portfolio
32,800
Q4 2023 Added 3.47%
$346B
$3.88 Million 1.78% of portfolio
25,274
Q4 2023 Added 6.77%
$593B
$2.76 Million 1.26% of portfolio
9,800
Q2 2021 New
$283B
$1.64 Million 0.75% of portfolio
12,800
Q2 2024 New
$222B
$1.32 Million 0.6% of portfolio
2,715
Q2 2025 Added 22.57%
$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
$1.01 Million 0.46% of portfolio
3,584
Q4 2023 Added 2.52%
$2.39T
$974,000 0.45% of portfolio
4,440
Q2 2025 Added 12.69%
$317B
$881,000 0.4% of portfolio
10,519
Q1 2025 Reduced 32.22%
$1.37T
$734,000 0.34% of portfolio
1,000
Q3 2023 Reduced 33.33%
$237B
$619,000 0.28% of portfolio
3,820
Q3 2021 Added 634.62%
$303B
$621,000 0.28% of portfolio
4,000
Q2 2021 New
$255B
$506,000 0.23% of portfolio
1,525
Q4 2023 Added 281.25%
$367B
$496,000 0.23% of portfolio
1,225
Q4 2023 Added 188.24%
$207B
$380,000 0.17% of portfolio
800
Q2 2021 New
$405B
$290,000 0.13% of portfolio
300
Q4 2023 New
$270B
$143,000 0.07% of portfolio
2,000
Q2 2024 New
$1.29T
$4,000 0.0% of portfolio
10
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $218 Million
  • Prior Value $205 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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