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CIK: 0001308331
Total reported value
$237.6M
$237.6M
126 檔
22.2%
According to the latest 13F quarterly dataset, Boit C F David managed an equity portfolio of $237.6M at the end of Q4 2024, spanning 126 distinct U.S. exchange-listed positions.
In Q4 2024, Boit C F David adopted a defensive or profit-taking posture, trimming 5 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.21% | -0.17% | -0.32% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.74% | -0.24% | +0.32% | |
| 3 | XOM | Exxon Mobil CORP | Stock-Energy | 4.55% | -1.51% | -5.83% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 4.23% | -0.28% | — | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.78% | +0.27% | +0.33% | |
| 6 | CAT | Caterpillar Inc | Stock-Industrials | 3.56% | +1.17% | -8.88% | |
| 7 | MRK | Merck & Co. Inc. | Stock-Healthcare | 3.52% | +0.05% | — | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.47% | +0.89% | +1.96% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 3.35% | +0.38% | — | |
| 10 | ADP | Automatic Data Processing | Stock-Tech | 3.30% | +0.22% | — | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.99% | -0.06% | — | |
| 12 | MA | Mastercard Inc - A | Stock-Financials | 2.95% | -0.06% | — | |
| 13 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.89% | -0.48% | — | |
| 14 | BAC | Bank Of America CORP | Stock-Financials | 2.59% | +0.25% | — | |
| 15 | CB | Chubb Limited | Stock-Financials | 2.25% | -0.02% | — | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 2.20% | +0.24% | — | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.13% | -0.06% | — | |
| 18 | SYK | Stryker CORP | Stock-Healthcare | 2.07% | +0.03% | — | |
| 19 | ABT | Abbott Laboratories | Stock-Healthcare | 1.87% | -0.24% | — | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.81% | +0.10% | — | |
| 21 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.75% | -0.12% | — | |
| 22 | QCOM | Qualcomm Inc | Stock-Tech | 1.64% | -0.03% | — | |
| 23 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.55% | -0.01% | — | |
| 24 | INTU | Intuit Inc | Stock-Tech | 1.52% | -0.50% | — | |
| 25 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.29% | -0.28% | — | |
| 26 | ADI | Analog Devices Inc | Stock-Tech | 1.28% | +0.31% | — | |
| 27 | DHR | Danaher CORP | Stock-Healthcare | 1.02% | -0.03% | — | |
| 28 | PH | Parker Hannifin CORP | Stock-Industrials | 0.99% | +0.05% | — | |
| 29 | AMT | American Tower CORP | Stock-Real Estate | 0.85% | -0.07% | — | |
| 30 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.83% | +0.02% | -11.65% | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.82% | -0.04% | — | |
| 32 | PPG | Ppg Industries Inc | Stock-Materials | 0.77% | +0.04% | — | |
| 33 | EOG | Eog Resources Inc | Stock-Energy | 0.72% | -0.11% | — | |
| 34 | PCAR | Paccar Inc | Stock-Industrials | 0.70% | -0.01% | — | |
| 35 | PFE | Pfizer Inc | Stock-Healthcare | 0.66% | -0.11% | — | |
| 36 | UNP | Union Pacific CORP | Stock-Industrials | 0.65% | +0.03% | — | |
| 37 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.63% | -0.03% | — | |
| 38 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.58% | -0.02% | — | |
| 39 | WFC | Wells Fargo & Co | Stock-Financials | 0.55% | — | — | |
| 40 | AMGN | Amgen Inc | Stock-Healthcare | 0.52% | -0.01% | — | |
| 41 | ADBE | Adobe Inc | Stock-Tech | 0.51% | -0.17% | — | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | +0.04% | — | |
| 43 | GWW | Ww Grainger Inc | Stock-Industrials | 0.42% | +0.07% | — | |
| 44 | MMM | 3m Co | Stock-Industrials | 0.41% | -0.02% | EXIT | |
| 45 | PAYC | Paycom Software Inc | Stock-Tech | 0.41% | -0.01% | — | |
| 46 | GLW | Corning Inc | Stock-Tech | 0.41% | +0.79% | — | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.41% | +0.05% | — | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.40% | +0.03% | — | |
| 49 | LNC | Lincoln National CORP | Stock-Financials | 0.38% | -0.02% | — | |
| 50 | UL | Unilever PLC | Stock-Consumer Staples | 0.37% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.9% | — | Unchanged |
| 2 | V | Visa Inc-class A Shares | +0.6% | — | Unchanged |
| 3 | GOOGL | Alphabet Inc-cl A | +0.5% | +1.96% | Add |
| 4 | AAPL | Apple Inc | +0.4% | +0.33% | Add |
| 5 | PAYC | Paycom Software Inc | +0.4% | — | Unchanged |
| 6 | BAC | Bank Of America CORP | +0.3% | — | Unchanged |
| 7 | JPM | Jpmorgan Chase & Co | +0.3% | — | Unchanged |
| 8 | ✓ | Nestle S A Sponsored Adr | +0.2% | NEW | New buy |
| 9 | MA | Mastercard Inc - A | +0.2% | — | Unchanged |
| 10 | MSFT | Microsoft CORP | +0.2% | +0.32% | Add |
| 11 | ADP | Automatic Data Processing | +0.2% | — | Unchanged |
| 12 | WFC | Wells Fargo & Co | +0.1% | — | Unchanged |
| 13 | APP | Applovin Corp-class A | +0.1% | — | Unchanged |
| 14 | ✓ | Jardine Matheson Holdings LTD Adr | +0.1% | +288.46% | Add |
| 15 | INTU | Intuit Inc | +0.1% | — | Unchanged |
| 16 | AMZN | Amazon.com Inc | +0.1% | — | Unchanged |
| 17 | NVDA | Nvidia CORP | +0.1% | — | Unchanged |
| 18 | DIS | Walt Disney Co/the | +0.1% | — | Unchanged |
| 19 | PCAR | Paccar Inc | +0.1% | — | Unchanged |
| 20 | EMR | Emerson Electric Co | 0% | — | Unchanged |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.32% | Trim |
| 22 | PG | Procter & Gamble Co/the | 0% | — | Unchanged |
| 23 | PFE | Pfizer Inc | 0% | — | Unchanged |
| 24 | UL | Unilever PLC | 0% | — | Unchanged |
| 25 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 26 | EL | Estee Lauder Companies-cl A | 0% | — | Unchanged |
| 27 | AMAT | Applied Materials Inc | -0.1% | — | Unchanged |
| 28 | VLTO | Veralto CORP | -0.1% | -53.70% | Trim |
| 29 | PPG | Ppg Industries Inc | -0.1% | — | Unchanged |
| 30 | ADI | Analog Devices Inc | -0.1% | — | Unchanged |
| 31 | ADBE | Adobe Inc | -0.1% | — | Unchanged |
| 32 | CB | Chubb Limited | -0.1% | — | Unchanged |
| 33 | BA | Boeing Co/the | -0.1% | EXIT | Sold out |
| 34 | MCD | Mcdonald's CORP | -0.1% | — | Unchanged |
| 35 | TMO | Thermo Fisher Scientific Inc | -0.1% | — | Unchanged |
| 36 | JMHLY | Jardine Matheson Hd-unsp Adr | -0.1% | EXIT | Sold out |
| 37 | NVS | Novartis Ag-sponsored Adr | -0.1% | — | Unchanged |
| 38 | AMGN | Amgen Inc | -0.1% | — | Unchanged |
| 39 | QCOM | Qualcomm Inc | -0.1% | — | Unchanged |
| 40 | PEP | Pepsico Inc | -0.2% | — | Unchanged |
| 41 | DHR | Danaher CORP | -0.2% | — | Unchanged |
| 42 | ABBV | Abbvie Inc | -0.2% | — | Unchanged |
| 43 | CL | Colgate-palmolive Co | -0.2% | -11.65% | Trim |
| 44 | AMT | American Tower CORP | -0.2% | — | Unchanged |
| 45 | LMT | Lockheed Martin CORP | -0.3% | — | Unchanged |
| 46 | NSRGY | Nestle Sa-spons Adr | -0.3% | EXIT | Sold out |
| 47 | JNJ | Johnson & Johnson | -0.3% | — | Unchanged |
| 48 | MRK | Merck & Co. Inc. | -0.4% | — | Unchanged |
| 49 | CAT | Caterpillar Inc | -0.6% | -8.88% | Trim |
| 50 | XOM | Exxon Mobil CORP | -0.8% | -5.83% | Trim |
According to official SEC Form 13F filings, Boit C F David reported a total U.S. public equity portfolio value of $237.6M across 126 disclosed positions in Q4 2024.
During Q4 2024, Boit C F David's top holdings by market value included BRK-B (7.2%)、MSFT (6.7%)、XOM (4.5%). The largest single position, BRK-B, represented 7.2% 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 terms of portfolio concentration, the top 5 core holdings (including BRK-B, MSFT, XOM) accounted for 22.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
NESTLE S A SPONSORED ADR
市值: $479.2K
Top Position Liquidated / Trimmed
NSRGY
前期市值: $580.0K
In Q4 2024, Boit C F David made 13 total portfolio adjustments, initiating 1 new buys, adding to 4 positions, trimming 5 holdings, and fully liquidating 3 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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