Boit C F David Portfolio Holdings

Boit C F David

  • $219 Million
  • Q4 2025

Boit C F David has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $219 Million distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $16.1M, Berkshire Hathaway Inc Class B with a value of $16.1M, Alphabet Inc. with a value of $10.6M, Caterpillar Inc with a value of $10.4M, and Exxon Mobil Corp with a value of $9.89M.

Examining the 13F form we can see an increase of $596K in the current position value, from $218M to 219M.

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 $219 Million
Technology: $55.1 Million
Financial Services: $50 Million
Healthcare: $36.5 Million
Industrials: $26.8 Million
Communication Services: $12.4 Million
Energy: $12.2 Million
Consumer Defensive: $12.2 Million
Consumer Cyclical: $8.9 Million
Other: $4.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$197B
$686,000 0.31% of portfolio
3,000
Q4 2023 New
$9.97B
$664,000 0.3% of portfolio
4,000
Q3 2024 Added 8.11%
$1.37T
$609,000 0.28% of portfolio
1,000
Q3 2023 Reduced 33.33%
$303B
$619,000 0.28% of portfolio
4,000
Q2 2021 New
$237B
$583,000 0.27% of portfolio
3,820
Q3 2021 Added 634.62%
$21.5B
$576,000 0.26% of portfolio
7,800
Q2 2021 New
$163B
$557,000 0.25% of portfolio
1,000
Q3 2021 New
$255B
$520,000 0.24% of portfolio
1,525
Q4 2023 Added 281.25%
$75.4B
$484,000 0.22% of portfolio
3,800
Q1 2025 Reduced 34.48%
$172B
$487,000 0.22% of portfolio
11,897
Q4 2025 Reduced 9.85%
$79.5B
$469,000 0.21% of portfolio
3,750
Q3 2025 Added 15.38%
$45.2B
$457,000 0.21% of portfolio
810
Q1 2022 Reduced 10.99%
$120B
$456,000 0.21% of portfolio
16,772
Q4 2023 Added 1.65%
$367B
$438,000 0.2% of portfolio
1,225
Q4 2023 Added 188.24%
$154B
$409,000 0.19% of portfolio
400
Q2 2021 New
$7.75B
$355,000 0.16% of portfolio
3,000
Q4 2023 New
$207B
$334,000 0.15% of portfolio
800
Q2 2021 New
$51.8B
$325,000 0.15% of portfolio
1,650
Q1 2022 Reduced 29.79%
$47.7B
$337,000 0.15% of portfolio
750
Q1 2024 New
$86.1B
$298,000 0.14% of portfolio
900
Q2 2021 New
$37.9B
$298,000 0.14% of portfolio
4,000
Q4 2023 New
$19.9B
$301,000 0.14% of portfolio
3,500
Q3 2024 New
$405B
$306,000 0.14% of portfolio
300
Q4 2023 New
$84.9B
$304,000 0.14% of portfolio
2,000
Q4 2023 New
$177B
$243,000 0.11% of portfolio
1,250
Q4 2023 New
$72.3B
$251,000 0.11% of portfolio
2,200
Q4 2023 New
$91.4B
$224,000 0.1% of portfolio
1,360
Q3 2025 Reduced 42.37%
$11.4B
$205,000 0.09% of portfolio
600
Q4 2023 New
$73.7B
$206,000 0.09% of portfolio
800
Q1 2024 Reduced 37.74%
$181B
$170,000 0.08% of portfolio
6,701
Q4 2023 Reduced 27.71%
$270B
$151,000 0.07% of portfolio
2,000
Q2 2024 New
$40.4B
$163,000 0.07% of portfolio
100
Q1 2023 New
$113B
$133,000 0.06% of portfolio
1,500
Q4 2023 New
$18.9B
$134,000 0.06% of portfolio
1,500
Q2 2025 Reduced 34.78%
$111B
$135,000 0.06% of portfolio
400
Q1 2022 New
$5.97B
$136,000 0.06% of portfolio
1,000
Q3 2025 Reduced 50.0%
$57.5B
$116,000 0.05% of portfolio
450
Q2 2021 New
$138B
$109,000 0.05% of portfolio
2,000
Q2 2024 New
$1.76B
$113,000 0.05% of portfolio
7,000
Q3 2025 Added 600.0%
$168B
$102,000 0.05% of portfolio
1,200
Q4 2023 New
$68.4B
$114,000 0.05% of portfolio
3,100
Q3 2025 Added 100.0%
$35B
$96,000 0.04% of portfolio
867
Q2 2021 New
$74.9B
$97,000 0.04% of portfolio
400
Q2 2021 New
$79.2B
$94,000 0.04% of portfolio
1,500
Q2 2021 New
$152B
$72,000 0.03% of portfolio
300
Q2 2025 New
$10.7B
$68,000 0.03% of portfolio
500
Q4 2023 New
$52.4B
$73,000 0.03% of portfolio
2,000
Q2 2021 New
$6.2B
$74,000 0.03% of portfolio
750
Q2 2025 Added 1,400.0%
$193B
$42,000 0.02% of portfolio
400
Q1 2025 Reduced 92.59%

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $219 Million
  • Prior Value $218 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
Track This Portfolio

Track Boit C F David Portfolio

Follow Boit C F David and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Boit C F David, based on Form 13F filings with the SEC.

News

Stay updated on Boit C F David with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email