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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.99B
$967,000 0.44% of portfolio
23,990
Q2 2021 New
$9.97B
$832,000 0.38% of portfolio
4,000
Q3 2024 Added 8.11%
$7.75B
$400,000 0.18% of portfolio
3,000
Q4 2023 New
$5.97B
$157,000 0.07% of portfolio
1,000
Q3 2025 Reduced 50.0%
$6.2B
$80,000 0.04% of portfolio
750
Q2 2025 Added 1,400.0%

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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