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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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