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CIK: 0001308331
Total reported value
$241.0M
$241.0M
122 檔
23.9%
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 $241.0M across 122 reported positions.
In Q2 2025, Boit C F David adopted a defensive or profit-taking posture, trimming 6 positions and completely liquidating 7 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.61% | +1.82% | — | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.39% | -0.13% | — | |
| 3 | V | Visa Inc-class A Shares | Stock-Financials | 4.55% | +0.13% | — | |
| 4 | XOM | Exxon Mobil CORP | Stock-Energy | 4.36% | +0.84% | — | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 3.81% | -0.35% | — | |
| 6 | CAT | Caterpillar Inc | Stock-Industrials | 3.64% | -1.65% | — | |
| 7 | ADP | Automatic Data Processing | Stock-Tech | 3.32% | +0.31% | — | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.26% | -0.29% | — | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 3.01% | +0.15% | — | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.96% | +0.50% | — | |
| 11 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.78% | -0.35% | — | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.76% | +0.11% | — | |
| 13 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.68% | +0.44% | — | |
| 14 | INTU | Intuit Inc | Stock-Tech | 2.48% | -0.20% | — | |
| 15 | BAC | Bank Of America CORP | Stock-Financials | 2.44% | -0.15% | — | |
| 16 | CB | Chubb Limited | Stock-Financials | 2.25% | -0.14% | — | |
| 17 | SYK | Stryker CORP | Stock-Healthcare | 2.22% | -0.24% | +1.75% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 2.20% | +0.06% | — | |
| 19 | ABT | Abbott Laboratories | Stock-Healthcare | 2.15% | +0.10% | — | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.06% | — | — | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.94% | -0.04% | — | |
| 22 | QCOM | Qualcomm Inc | Stock-Tech | 1.62% | -0.03% | — | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.45% | -0.10% | — | |
| 24 | ADI | Analog Devices Inc | Stock-Tech | 1.37% | +0.01% | — | |
| 25 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.36% | -0.03% | -0.34% | |
| 26 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.17% | -0.02% | — | |
| 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% | -0.01% | — | |
| 30 | DHR | Danaher CORP | Stock-Healthcare | 0.84% | +0.10% | — | |
| 31 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.75% | -0.08% | — | |
| 32 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.71% | -0.06% | — | |
| 33 | EOG | Eog Resources Inc | Stock-Energy | 0.68% | +0.03% | — | |
| 34 | UNP | Union Pacific CORP | Stock-Industrials | 0.62% | — | — | |
| 35 | PCAR | Paccar Inc | Stock-Industrials | 0.61% | -0.06% | — | |
| 36 | PPG | Ppg Industries Inc | Stock-Materials | 0.59% | -0.09% | — | |
| 37 | PFE | Pfizer Inc | Stock-Healthcare | 0.57% | +0.08% | — | |
| 38 | AMGN | Amgen Inc | Stock-Healthcare | 0.54% | +0.09% | — | |
| 39 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.53% | +0.19% | +22.57% | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.51% | -0.09% | — | |
| 41 | GE | General Electric | Stock-Industrials | 0.49% | -0.11% | — | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.47% | +0.01% | +12.69% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.46% | +0.06% | — | |
| 44 | PAYC | Paycom Software Inc | Stock-Tech | 0.45% | +0.15% | — | |
| 45 | GLW | Corning Inc | Stock-Tech | 0.43% | -0.74% | — | |
| 46 | ADBE | Adobe Inc | Stock-Tech | 0.43% | +0.02% | — | |
| 47 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.42% | -0.06% | — | |
| 48 | WFC | Wells Fargo & Co | Stock-Financials | 0.41% | -0.02% | — | |
| 49 | GWW | Ww Grainger Inc | Stock-Industrials | 0.40% | -0.05% | — | |
| 50 | LNC | Lincoln National CORP | Stock-Financials | 0.40% | +0.03% | — |
| # | 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 | EL | Estee Lauder Companies-cl A | 0% | — | Unchanged |
| 30 | CEG | Constellation Energy | 0% | — | Unchanged |
| 31 | ASML | ASML Holding N.V. | 0% | — | Unchanged |
| 32 | FRFHF | Fairfax Financial Hldgs LTD | 0% | — | Unchanged |
| 33 | PAYC | Paycom Software Inc | 0% | — | Unchanged |
| 34 | NXPI | NXP Semiconductors N.V. | 0% | — | Unchanged |
| 35 | BLKCHF | Blackrock Inc | 0% | — | Unchanged |
| 36 | TXN | Texas Instruments Inc | 0% | — | Unchanged |
| 37 | ATR | Aptargroup Inc | 0% | — | Unchanged |
| 38 | ICE | Intercontinental Exchange In | 0% | — | Unchanged |
| 39 | ✓ | Cisco Systems Inc Com | 0% | — | Unchanged |
| 40 | HDB | Hdfc Bank Ltd-adr | 0% | — | Unchanged |
| 41 | ALGN | Align Technology Inc | 0% | — | Unchanged |
| 42 | GWW | Ww Grainger Inc | — | — | Unchanged |
| 43 | ✓ | Costco Wholesale CORP Com | — | — | Unchanged |
| 44 | UBER | Uber Technologies Inc | — | — | Unchanged |
| 45 | SPGI | S&p Global Inc | — | — | Unchanged |
| 46 | ECL | Ecolab Inc | — | — | Unchanged |
| 47 | NKE | Nike Inc -cl B | — | — | Unchanged |
| 48 | DIS | Walt Disney Co/the | — | — | Unchanged |
| 49 | AEG | Aegon Ltd-ny Reg Shr | — | — | Unchanged |
| 50 | IACIEUR | Iac/interactivecorp | — | — | Unchanged |
According to official SEC Form 13F filings, Boit C F David reported a total U.S. public equity portfolio value of $241.0M 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 23.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
ACN
市值: $89.7K
Top Position Liquidated / Trimmed
TTEN
前期市值: $31.1K
In Q2 2025, Boit C F David made 21 total portfolio adjustments, initiating 2 new buys, adding to 6 positions, trimming 6 holdings, and fully liquidating 7 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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