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 $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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