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CIK: 0001308331
Total reported value
$237.6M
$237.6M
118 檔
22.1%
At the close of Q1 2024, Boit C F David disclosed equity holdings valued at approximately $237.6M, spread across 118 reported holdings.
During Q1 2024, Boit C F David's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, MSFT, XOM) accounted for 22.1% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.13% | -0.17% | -1.50% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.84% | -0.24% | -3.06% | |
| 3 | XOM | Exxon Mobil CORP | Stock-Energy | 5.88% | -1.51% | -5.66% | |
| 4 | MRK | Merck & Co. Inc. | Stock-Healthcare | 5.02% | +0.05% | — | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 3.89% | -0.28% | — | |
| 6 | CAT | Caterpillar Inc | Stock-Industrials | 3.87% | +1.17% | -4.46% | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.44% | -0.06% | — | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.16% | +0.89% | — | |
| 9 | ADP | Automatic Data Processing | Stock-Tech | 3.03% | +0.22% | — | |
| 10 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.97% | -0.48% | — | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.78% | +0.27% | — | |
| 12 | MA | Mastercard Inc - A | Stock-Financials | 2.69% | -0.06% | — | |
| 13 | BAC | Bank Of America CORP | Stock-Financials | 2.42% | +0.25% | — | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.26% | -0.06% | — | |
| 15 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.19% | -0.12% | — | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 2.17% | +0.24% | — | |
| 17 | CB | Chubb Limited | Stock-Financials | 2.10% | -0.02% | — | |
| 18 | SYK | Stryker CORP | Stock-Healthcare | 2.07% | +0.03% | — | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.95% | +0.38% | — | |
| 20 | QCOM | Qualcomm Inc | Stock-Tech | 1.91% | -0.03% | — | |
| 21 | ABT | Abbott Laboratories | Stock-Healthcare | 1.91% | -0.24% | — | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.74% | +0.10% | — | |
| 23 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.71% | -0.01% | — | |
| 24 | INTU | Intuit Inc | Stock-Tech | 1.61% | -0.50% | — | |
| 25 | ADI | Analog Devices Inc | Stock-Tech | 1.27% | +0.31% | — | |
| 26 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.23% | -0.28% | +76.09% | |
| 27 | DHR | Danaher CORP | Stock-Healthcare | 1.19% | -0.03% | — | |
| 28 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.03% | +0.02% | — | |
| 29 | PPG | Ppg Industries Inc | Stock-Materials | 0.92% | +0.04% | — | |
| 30 | PH | Parker Hannifin CORP | Stock-Industrials | 0.92% | +0.05% | +24.00% | |
| 31 | AMT | American Tower CORP | Stock-Real Estate | 0.89% | -0.07% | — | |
| 32 | EOG | Eog Resources Inc | Stock-Energy | 0.85% | -0.11% | — | |
| 33 | PCAR | Paccar Inc | Stock-Industrials | 0.77% | -0.01% | — | |
| 34 | PFE | Pfizer Inc | Stock-Healthcare | 0.73% | -0.11% | — | |
| 35 | UNP | Union Pacific CORP | Stock-Industrials | 0.72% | +0.03% | — | |
| 36 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.70% | -0.02% | — | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.61% | -0.04% | — | |
| 38 | AMGN | Amgen Inc | Stock-Healthcare | 0.61% | -0.01% | — | |
| 39 | ADBE | Adobe Inc | Stock-Tech | 0.59% | -0.17% | +27.78% | |
| 40 | WFC | Wells Fargo & Co | Stock-Financials | 0.50% | — | -19.85% | |
| 41 | MMM | 3m Co | Stock-Industrials | 0.50% | -0.02% | EXIT | |
| 42 | GWW | Ww Grainger Inc | Stock-Industrials | 0.40% | +0.07% | — | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | +0.04% | — | |
| 44 | PAYC | Paycom Software Inc | Stock-Tech | 0.38% | -0.01% | — | |
| 45 | LNC | Lincoln National CORP | Stock-Financials | 0.36% | -0.02% | — | |
| 46 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.35% | -0.21% | EXIT | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.35% | -0.09% | — | |
| 48 | GE | General Electric | Stock-Industrials | 0.34% | +0.12% | — | |
| 49 | EMR | Emerson Electric Co | Stock-Industrials | 0.34% | +0.01% | — | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.33% | -0.02% | EXIT |
According to official SEC Form 13F filings, Boit C F David reported a total U.S. public equity portfolio value of $237.6M across 118 disclosed positions in Q1 2024.
During Q1 2024, Boit C F David's top holdings by market value included BRK-B (7.1%)、MSFT (6.8%)、XOM (5.9%). The largest single position, BRK-B, represented 7.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2024, Boit C F David made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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