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CIK: 0001308331
Total reported value
$237.6M
$237.6M
117 檔
25.5%
According to the latest 13F quarterly dataset, Boit C F David managed an equity portfolio of $237.6M at the end of Q3 2025, spanning 117 distinct U.S. exchange-listed positions.
During Q3 2025, Boit C F David performed routine portfolio adjustments (0 new buys, 6 additions, 5 trims, and 1 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.45% | -0.24% | — | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.19% | -0.17% | — | |
| 3 | XOM | Exxon Mobil CORP | Stock-Energy | 4.29% | -1.51% | — | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.23% | +0.89% | — | |
| 5 | CAT | Caterpillar Inc | Stock-Industrials | 4.21% | +1.17% | — | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 4.14% | +0.38% | -3.48% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 4.11% | -0.28% | — | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.46% | +0.27% | — | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.15% | -0.06% | — | |
| 10 | ADP | Automatic Data Processing | Stock-Tech | 2.97% | +0.22% | — | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 2.87% | -0.06% | — | |
| 12 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.72% | -0.48% | — | |
| 13 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.67% | +0.05% | — | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 2.58% | +0.24% | — | |
| 15 | BAC | Bank Of America CORP | Stock-Financials | 2.50% | +0.25% | — | |
| 16 | INTU | Intuit Inc | Stock-Tech | 2.43% | -0.50% | +19.85% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.11% | +0.10% | — | |
| 18 | CB | Chubb Limited | Stock-Financials | 2.06% | -0.02% | — | |
| 19 | ABT | Abbott Laboratories | Stock-Healthcare | 1.99% | -0.24% | — | |
| 20 | SYK | Stryker CORP | Stock-Healthcare | 1.95% | +0.03% | — | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.76% | -0.06% | — | |
| 22 | QCOM | Qualcomm Inc | Stock-Tech | 1.60% | -0.03% | — | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.46% | -0.12% | — | |
| 24 | ADI | Analog Devices Inc | Stock-Tech | 1.33% | +0.31% | — | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 1.25% | -0.04% | — | |
| 26 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.19% | -0.28% | — | |
| 27 | PH | Parker Hannifin CORP | Stock-Industrials | 1.06% | +0.05% | — | |
| 28 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.92% | -0.01% | -21.13% | |
| 29 | AMT | American Tower CORP | Stock-Real Estate | 0.80% | -0.07% | — | |
| 30 | DHR | Danaher CORP | Stock-Healthcare | 0.79% | -0.03% | — | |
| 31 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.74% | -0.03% | — | |
| 32 | GLW | Corning Inc | Stock-Tech | 0.63% | +0.79% | — | |
| 33 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.61% | +0.45% | +66.67% | |
| 34 | UNP | Union Pacific CORP | Stock-Industrials | 0.60% | +0.03% | — | |
| 35 | EOG | Eog Resources Inc | Stock-Energy | 0.60% | -0.11% | — | |
| 36 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.60% | -0.02% | — | |
| 37 | PCAR | Paccar Inc | Stock-Industrials | 0.59% | -0.01% | — | |
| 38 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.59% | +0.02% | — | |
| 39 | PFE | Pfizer Inc | Stock-Healthcare | 0.57% | -0.11% | — | |
| 40 | GE | General Electric | Stock-Industrials | 0.54% | +0.12% | — | |
| 41 | PPG | Ppg Industries Inc | Stock-Materials | 0.52% | +0.04% | — | |
| 42 | AMGN | Amgen Inc | Stock-Healthcare | 0.51% | -0.01% | — | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.51% | +0.05% | — | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.46% | +0.03% | — | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.44% | +0.04% | — | |
| 46 | LNC | Lincoln National CORP | Stock-Financials | 0.44% | -0.02% | — | |
| 47 | WFC | Wells Fargo & Co | Stock-Financials | 0.40% | — | — | |
| 48 | PAYC | Paycom Software Inc | Stock-Tech | 0.38% | -0.01% | — | |
| 49 | ADBE | Adobe Inc | Stock-Tech | 0.37% | -0.17% | — | |
| 50 | UL | Unilever PLC | Stock-Consumer Staples | 0.35% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.7% | -3.48% | Trim |
| 2 | MSFT | Microsoft CORP | +1.5% | — | Unchanged |
| 3 | GOOGL | Alphabet Inc-cl A | +1.3% | — | Unchanged |
| 4 | CAT | Caterpillar Inc | +1% | — | Unchanged |
| 5 | ORCL | Oracle CORP | +0.6% | — | Unchanged |
| 6 | INTU | Intuit Inc | +0.4% | +19.85% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +0.3% | — | Unchanged |
| 8 | BKNG | Booking Holdings Inc | +0.3% | +66.67% | Add |
| 9 | BAC | Bank Of America CORP | +0.3% | — | Unchanged |
| 10 | GLW | Corning Inc | +0.2% | — | Unchanged |
| 11 | APP | Applovin Corp-class A | +0.2% | — | Unchanged |
| 12 | NVDA | Nvidia CORP | +0.2% | — | Unchanged |
| 13 | GE | General Electric | +0.1% | — | Unchanged |
| 14 | AAPL | Apple Inc | +0.1% | — | Unchanged |
| 15 | ADI | Analog Devices Inc | +0.1% | — | Unchanged |
| 16 | PH | Parker Hannifin CORP | +0.1% | — | Unchanged |
| 17 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
| 18 | ✓ | Jardine Matheson Holdings LTD Adr | +0.1% | — | Add |
| 19 | AMZN | Amazon.com Inc | +0.1% | — | Add |
| 20 | AMAT | Applied Materials Inc | +0.1% | — | Unchanged |
| 21 | TMO | Thermo Fisher Scientific Inc | +0.1% | — | Add |
| 22 | META | Meta Platforms Inc-class A | 0% | — | Unchanged |
| 23 | FFXDF | Fairfax India Ho-sub Vtg Shs | 0% | +600.00% | Add |
| 24 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 25 | NVS | Novartis Ag-sponsored Adr | 0% | — | Unchanged |
| 26 | WFC | Wells Fargo & Co | 0% | — | Unchanged |
| 27 | LMT | Lockheed Martin CORP | 0% | — | Unchanged |
| 28 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 29 | LNC | Lincoln National CORP | 0% | — | Unchanged |
| 30 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 31 | QCOM | Qualcomm Inc | 0% | — | Unchanged |
| 32 | ZBH | Zimmer Biomet Holdings Inc | -0.1% | — | Trim |
| 33 | WEX | Wex Inc | -0.1% | -50.00% | Trim |
| 34 | AMGN | Amgen Inc | -0.1% | — | Unchanged |
| 35 | EOG | Eog Resources Inc | -0.2% | — | Unchanged |
| 36 | CL | Colgate-palmolive Co | -0.2% | — | Unchanged |
| 37 | MA | Mastercard Inc - A | -0.2% | — | Unchanged |
| 38 | AMT | American Tower CORP | -0.2% | — | Unchanged |
| 39 | PEP | Pepsico Inc | -0.3% | — | Unchanged |
| 40 | MMM | 3m Co | -0.3% | -42.37% | Trim |
| 41 | MCD | Mcdonald's CORP | -0.4% | — | Unchanged |
| 42 | CB | Chubb Limited | -0.4% | — | Unchanged |
| 43 | PG | Procter & Gamble Co/the | -0.4% | — | Unchanged |
| 44 | ADP | Automatic Data Processing | -0.5% | — | Unchanged |
| 45 | MRK | Merck & Co. Inc. | -0.5% | — | Unchanged |
| 46 | V | Visa Inc-class A Shares | -0.6% | — | Unchanged |
| 47 | CHD | Church & Dwight Co Inc | -0.7% | -21.13% | Trim |
| 48 | XOM | Exxon Mobil CORP | -0.7% | — | Unchanged |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -1.3% | — | Unchanged |
| 50 | PYPL | Paypal Holdings Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Boit C F David reported a total U.S. public equity portfolio value of $237.6M across 117 disclosed positions in Q3 2025.
During Q3 2025, Boit C F David's top holdings by market value included MSFT (7.5%)、BRK-B (7.2%)、XOM (4.3%). The largest single position, MSFT, represented 7.5% 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, XOM) accounted for 25.5% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
PYPL
前期市值: $274.1K
In Q3 2025, Boit C F David made 12 total portfolio adjustments, initiating 0 new buys, adding to 6 positions, trimming 5 holdings, and fully liquidating 1 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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