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CIK: 0001308331
Total reported value
$237.6M
$237.6M
122 檔
24.3%
During the Q2 2025 filing period, Boit C F David (CIK: 0001308331) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $237.6M across 122 reported positions.
In Q2 2025, Boit C F David displayed an active expansion posture, initiating 1 new positions and adding to 4 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.61% | -0.24% | — | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.39% | -0.17% | — | |
| 3 | V | Visa Inc-class A Shares | Stock-Financials | 4.55% | -0.28% | — | |
| 4 | XOM | Exxon Mobil CORP | Stock-Energy | 4.36% | -1.51% | — | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 3.81% | +0.38% | — | |
| 6 | CAT | Caterpillar Inc | Stock-Industrials | 3.64% | +1.17% | — | |
| 7 | ADP | Automatic Data Processing | Stock-Tech | 3.32% | +0.22% | — | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.26% | +0.89% | — | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 3.01% | -0.06% | — | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.96% | +0.27% | — | |
| 11 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.78% | -0.48% | — | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.76% | -0.06% | — | |
| 13 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.68% | +0.05% | — | |
| 14 | INTU | Intuit Inc | Stock-Tech | 2.48% | -0.50% | — | |
| 15 | BAC | Bank Of America CORP | Stock-Financials | 2.44% | +0.25% | — | |
| 16 | CB | Chubb Limited | Stock-Financials | 2.25% | -0.02% | — | |
| 17 | SYK | Stryker CORP | Stock-Healthcare | 2.22% | +0.03% | +1.75% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 2.20% | +0.24% | — | |
| 19 | ABT | Abbott Laboratories | Stock-Healthcare | 2.15% | -0.24% | — | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.06% | +0.10% | — | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.94% | -0.06% | — | |
| 22 | QCOM | Qualcomm Inc | Stock-Tech | 1.62% | -0.03% | — | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.45% | -0.12% | — | |
| 24 | ADI | Analog Devices Inc | Stock-Tech | 1.37% | +0.31% | — | |
| 25 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.36% | -0.01% | -0.34% | |
| 26 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.17% | -0.28% | — | |
| 27 | PH | Parker Hannifin CORP | Stock-Industrials | 1.04% | +0.05% | — | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 1.03% | -0.04% | — | |
| 29 | AMT | American Tower CORP | Stock-Real Estate | 0.98% | -0.07% | — | |
| 30 | DHR | Danaher CORP | Stock-Healthcare | 0.84% | -0.03% | — | |
| 31 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.75% | -0.03% | — | |
| 32 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.71% | +0.02% | — | |
| 33 | EOG | Eog Resources Inc | Stock-Energy | 0.68% | -0.11% | — | |
| 34 | UNP | Union Pacific CORP | Stock-Industrials | 0.62% | +0.03% | — | |
| 35 | PCAR | Paccar Inc | Stock-Industrials | 0.61% | -0.01% | — | |
| 36 | PPG | Ppg Industries Inc | Stock-Materials | 0.59% | +0.04% | — | |
| 37 | PFE | Pfizer Inc | Stock-Healthcare | 0.57% | -0.11% | — | |
| 38 | AMGN | Amgen Inc | Stock-Healthcare | 0.54% | -0.01% | — | |
| 39 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.53% | -0.02% | +22.57% | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.51% | +0.03% | — | |
| 41 | GE | General Electric | Stock-Industrials | 0.49% | +0.12% | — | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.47% | +0.04% | +12.69% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.46% | +0.05% | — | |
| 44 | PAYC | Paycom Software Inc | Stock-Tech | 0.45% | -0.01% | — | |
| 45 | GLW | Corning Inc | Stock-Tech | 0.43% | +0.79% | — | |
| 46 | ADBE | Adobe Inc | Stock-Tech | 0.43% | -0.17% | — | |
| 47 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.42% | +0.45% | — | |
| 48 | WFC | Wells Fargo & Co | Stock-Financials | 0.41% | — | — | |
| 49 | GWW | Ww Grainger Inc | Stock-Industrials | 0.40% | +0.07% | — | |
| 50 | LNC | Lincoln National CORP | Stock-Financials | 0.40% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.6% | — | Unchanged |
| 2 | AVGO | Broadcom Inc | +1.4% | — | Unchanged |
| 3 | INTU | Intuit Inc | +0.5% | — | Unchanged |
| 4 | CAT | Caterpillar Inc | +0.4% | — | Unchanged |
| 5 | ORCL | Oracle CORP | +0.3% | — | Unchanged |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | — | Unchanged |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | — | Unchanged |
| 8 | BAC | Bank Of America CORP | +0.2% | — | Unchanged |
| 9 | ADI | Analog Devices Inc | +0.2% | — | Unchanged |
| 10 | NVDA | Nvidia CORP | +0.1% | — | Unchanged |
| 11 | PH | Parker Hannifin CORP | +0.1% | — | Unchanged |
| 12 | GE | General Electric | +0.1% | — | Unchanged |
| 13 | AMZN | Amazon.com Inc | +0.1% | +12.69% | Add |
| 14 | SYK | Stryker CORP | +0.1% | +1.75% | Add |
| 15 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
| 16 | BKNG | Booking Holdings Inc | +0.1% | — | Unchanged |
| 17 | META | Meta Platforms Inc-class A | +0.1% | — | Unchanged |
| 18 | IBM | Intl Business Machines CORP | +0.1% | — | Unchanged |
| 19 | GLW | Corning Inc | 0% | — | Unchanged |
| 20 | AMAT | Applied Materials Inc | 0% | — | Unchanged |
| 21 | ACN | Accenture plc | 0% | NEW | New buy |
| 22 | APP | Applovin Corp-class A | 0% | — | Unchanged |
| 23 | NVS | Novartis Ag-sponsored Adr | 0% | — | Unchanged |
| 24 | EMR | Emerson Electric Co | 0% | — | Unchanged |
| 25 | PM | Philip Morris International | 0% | — | Unchanged |
| 26 | WFC | Wells Fargo & Co | 0% | — | Unchanged |
| 27 | FISV | Fiserv Inc | 0% | +51.16% | Add |
| 28 | ✓ | Jardine Matheson Holdings LTD Adr | 0% | +14.85% | Add |
| 29 | QCOM | Qualcomm Inc | 0% | — | Unchanged |
| 30 | LMT | Lockheed Martin CORP | 0% | — | Unchanged |
| 31 | ABT | Abbott Laboratories | 0% | — | Unchanged |
| 32 | MA | Mastercard Inc - A | -0.1% | — | Unchanged |
| 33 | ZBH | Zimmer Biomet Holdings Inc | -0.1% | -34.78% | Trim |
| 34 | CVX | Chevron CORP | -0.1% | — | Unchanged |
| 35 | EOG | Eog Resources Inc | -0.1% | — | Unchanged |
| 36 | AMGN | Amgen Inc | -0.1% | — | Unchanged |
| 37 | V | Visa Inc-class A Shares | -0.1% | — | Unchanged |
| 38 | AXP | American Express Co | -0.2% | — | Unchanged |
| 39 | CB | Chubb Limited | -0.2% | — | Unchanged |
| 40 | PG | Procter & Gamble Co/the | -0.2% | — | Unchanged |
| 41 | MMM | 3m Co | -0.2% | -55.97% | Trim |
| 42 | CHD | Church & Dwight Co Inc | -0.3% | -0.34% | Trim |
| 43 | PEP | Pepsico Inc | -0.3% | — | Unchanged |
| 44 | MCD | Mcdonald's CORP | -0.3% | — | Unchanged |
| 45 | JNJ | Johnson & Johnson | -0.4% | — | Unchanged |
| 46 | AAPL | Apple Inc | -0.4% | — | Unchanged |
| 47 | ABBV | Abbvie Inc | -0.4% | — | Unchanged |
| 48 | MRK | Merck & Co. Inc. | -0.5% | — | Unchanged |
| 49 | XOM | Exxon Mobil CORP | -0.7% | — | Unchanged |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | -1.1% | — | Unchanged |
According to official SEC Form 13F filings, Boit C F David reported a total U.S. public equity portfolio value of $237.6M across 122 disclosed positions in Q2 2025.
During Q2 2025, Boit C F David's top holdings by market value included MSFT (7.6%)、BRK-B (7.4%)、V (4.5%). The largest single position, MSFT, represented 7.6% 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 MSFT, BRK-B, V) accounted for 24.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
ACN
市值: $89.7K
Top Position Liquidated / Trimmed
CHD
前期市值: $3.2M
In Q2 2025, Boit C F David made 8 total portfolio adjustments, initiating 1 new buys, adding to 4 positions, trimming 3 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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