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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$150B
$770,000 0.35% of portfolio
13,000
Q2 2024 New
$1.37T
$734,000 0.34% of portfolio
1,000
Q3 2023 Reduced 33.33%
$163B
$718,000 0.33% of portfolio
1,000
Q3 2021 New
$197B
$614,000 0.28% of portfolio
3,000
Q4 2023 New
$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
$172B
$580,000 0.27% of portfolio
13,197
Q4 2023 Reduced 5.85%
$21.5B
$571,000 0.26% of portfolio
7,800
Q2 2021 New
$120B
$526,000 0.24% of portfolio
16,772
Q4 2023 Added 1.65%
$255B
$506,000 0.23% of portfolio
1,525
Q4 2023 Added 281.25%
$75.4B
$498,000 0.23% of portfolio
3,800
Q1 2025 Reduced 34.48%
$367B
$496,000 0.23% of portfolio
1,225
Q4 2023 Added 188.24%
$79.5B
$469,000 0.22% of portfolio
3,750
Q3 2025 Added 15.38%
$154B
$466,000 0.21% of portfolio
400
Q2 2021 New
$45.2B
$459,000 0.21% of portfolio
810
Q1 2022 Reduced 10.99%
$7.75B
$400,000 0.18% of portfolio
3,000
Q4 2023 New
$207B
$380,000 0.17% of portfolio
800
Q2 2021 New
$47.7B
$374,000 0.17% of portfolio
750
Q1 2024 New
$159B
$340,000 0.16% of portfolio
700
Q4 2023 New
$37.9B
$329,000 0.15% of portfolio
4,000
Q4 2023 New
$84.9B
$336,000 0.15% of portfolio
2,000
Q4 2023 New
$19.9B
$308,000 0.14% of portfolio
3,500
Q3 2024 New
$86.1B
$311,000 0.14% of portfolio
900
Q2 2021 New
$405B
$290,000 0.13% of portfolio
300
Q4 2023 New
$177B
$243,000 0.11% of portfolio
1,250
Q4 2023 New
$72.3B
$245,000 0.11% of portfolio
2,200
Q4 2023 New
$11.4B
$242,000 0.11% of portfolio
600
Q4 2023 New
$91.4B
$211,000 0.1% of portfolio
1,360
Q3 2025 Reduced 42.37%
$73.7B
$219,000 0.1% of portfolio
800
Q1 2024 Reduced 37.74%
$181B
$189,000 0.09% of portfolio
6,701
Q4 2023 Reduced 27.71%
$40.4B
$175,000 0.08% of portfolio
100
Q1 2023 New
$270B
$143,000 0.07% of portfolio
2,000
Q2 2024 New
$18.9B
$147,000 0.07% of portfolio
1,500
Q2 2025 Reduced 34.78%
$5.97B
$157,000 0.07% of portfolio
1,000
Q3 2025 Reduced 50.0%
$57.5B
$122,000 0.06% of portfolio
450
Q2 2021 New
$1.76B
$120,000 0.06% of portfolio
7,000
Q3 2025 Added 600.0%
$111B
$131,000 0.06% of portfolio
400
Q1 2022 New
$113B
$141,000 0.06% of portfolio
1,500
Q4 2023 New
$35B
$99,000 0.05% of portfolio
867
Q2 2021 New
$79.2B
$104,000 0.05% of portfolio
1,500
Q2 2021 New
$138B
$111,000 0.05% of portfolio
2,000
Q2 2024 New
$74.9B
$104,000 0.05% of portfolio
400
Q2 2021 New
$68.4B
$105,000 0.05% of portfolio
3,100
Q3 2025 Added 100.0%
$168B
$90,000 0.04% of portfolio
1,200
Q4 2023 New
$6.2B
$80,000 0.04% of portfolio
750
Q2 2025 Added 1,400.0%
$152B
$73,000 0.03% of portfolio
300
Q2 2025 New
$52.4B
$68,000 0.03% of portfolio
2,000
Q2 2021 New
$10.7B
$62,000 0.03% of portfolio
500
Q4 2023 New
$193B
$45,000 0.02% of portfolio
400
Q1 2025 Reduced 92.59%

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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