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CIK: 0001308331
Total reported value
$237.6M
$237.6M
119 檔
27.7%
In Q4 2025, Boit C F David's U.S. equity holdings reached a combined market value of $237.6M, distributed across 119 disclosed stock positions.
In Q4 2025, Boit C F David adopted a defensive or profit-taking posture, trimming 4 positions and completely liquidating 0 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, MSFT, GOOGL) accounted for 27.7% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 6.82% | -0.17% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.59% | -0.24% | — | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.44% | +0.89% | -0.26% | |
| 4 | CAT | Caterpillar Inc | Stock-Industrials | 5.02% | +1.17% | -3.59% | |
| 5 | XOM | Exxon Mobil CORP | Stock-Energy | 4.53% | -1.51% | — | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 4.14% | +0.38% | — | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 4.03% | -0.28% | — | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.36% | +0.27% | — | |
| 9 | MRK | Merck & Co. Inc. | Stock-Healthcare | 3.36% | +0.05% | — | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.31% | -0.06% | — | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 2.77% | -0.06% | — | |
| 12 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.63% | -0.48% | — | |
| 13 | BAC | Bank Of America CORP | Stock-Financials | 2.59% | +0.25% | — | |
| 14 | ADP | Automatic Data Processing | Stock-Tech | 2.58% | +0.22% | — | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 2.34% | +0.24% | — | |
| 16 | INTU | Intuit Inc | Stock-Tech | 2.21% | -0.50% | +0.64% | |
| 17 | CB | Chubb Limited | Stock-Financials | 2.14% | -0.02% | — | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.10% | +0.10% | — | |
| 19 | SYK | Stryker CORP | Stock-Healthcare | 1.85% | +0.03% | — | |
| 20 | ABT | Abbott Laboratories | Stock-Healthcare | 1.78% | -0.24% | — | |
| 21 | QCOM | Qualcomm Inc | Stock-Tech | 1.65% | -0.03% | +1.42% | |
| 22 | ADI | Analog Devices Inc | Stock-Tech | 1.55% | +0.31% | — | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.55% | -0.06% | — | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.38% | -0.12% | — | |
| 25 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.23% | -0.28% | — | |
| 26 | PH | Parker Hannifin CORP | Stock-Industrials | 1.23% | +0.05% | — | |
| 27 | DHR | Danaher CORP | Stock-Healthcare | 0.91% | -0.03% | — | |
| 28 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.86% | -0.01% | — | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 0.84% | -0.04% | — | |
| 30 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.78% | -0.03% | — | |
| 31 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.73% | -0.02% | — | |
| 32 | PCAR | Paccar Inc | Stock-Industrials | 0.68% | -0.01% | — | |
| 33 | AMT | American Tower CORP | Stock-Real Estate | 0.63% | -0.07% | -5.43% | |
| 34 | GLW | Corning Inc | Stock-Tech | 0.63% | +0.79% | — | |
| 35 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.59% | +0.45% | — | |
| 36 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.57% | +0.02% | — | |
| 37 | AMGN | Amgen Inc | Stock-Healthcare | 0.56% | -0.01% | — | |
| 38 | UNP | Union Pacific CORP | Stock-Industrials | 0.56% | +0.03% | — | |
| 39 | GE | General Electric | Stock-Industrials | 0.55% | +0.12% | — | |
| 40 | PFE | Pfizer Inc | Stock-Healthcare | 0.54% | -0.11% | — | |
| 41 | EOG | Eog Resources Inc | Stock-Energy | 0.53% | -0.11% | — | |
| 42 | PPG | Ppg Industries Inc | Stock-Materials | 0.50% | +0.04% | — | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.48% | +0.05% | — | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.47% | +0.04% | — | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.47% | +0.03% | — | |
| 46 | LNC | Lincoln National CORP | Stock-Financials | 0.45% | -0.02% | — | |
| 47 | WFC | Wells Fargo & Co | Stock-Financials | 0.44% | — | — | |
| 48 | AMAT | Applied Materials Inc | Stock-Tech | 0.39% | +0.45% | — | |
| 49 | GWW | Ww Grainger Inc | Stock-Industrials | 0.36% | +0.07% | — | |
| 50 | ADBE | Adobe Inc | Stock-Tech | 0.34% | -0.17% | +2.17% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.2% | -0.26% | Trim |
| 2 | CAT | Caterpillar Inc | +0.8% | -3.59% | Trim |
| 3 | MRK | Merck & Co. Inc. | +0.7% | — | Unchanged |
| 4 | XOM | Exxon Mobil CORP | +0.2% | — | Unchanged |
| 5 | ADI | Analog Devices Inc | +0.2% | — | Unchanged |
| 6 | PH | Parker Hannifin CORP | +0.2% | — | Unchanged |
| 7 | JNJ | Johnson & Johnson | +0.2% | — | Unchanged |
| 8 | TMO | Thermo Fisher Scientific Inc | +0.1% | — | Unchanged |
| 9 | DHR | Danaher CORP | +0.1% | — | Unchanged |
| 10 | AMAT | Applied Materials Inc | +0.1% | — | Unchanged |
| 11 | BAC | Bank Of America CORP | +0.1% | — | Unchanged |
| 12 | PCAR | Paccar Inc | +0.1% | — | Unchanged |
| 13 | CB | Chubb Limited | +0.1% | — | Unchanged |
| 14 | QCOM | Qualcomm Inc | +0.1% | +1.42% | Add |
| 15 | AMGN | Amgen Inc | +0.1% | — | Unchanged |
| 16 | LMT | Lockheed Martin CORP | 0% | — | Unchanged |
| 17 | NVS | Novartis Ag-sponsored Adr | 0% | — | Unchanged |
| 18 | WFC | Wells Fargo & Co | 0% | — | Unchanged |
| 19 | ASML | ASML Holding N.V. | 0% | — | Unchanged |
| 20 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 21 | EL | Estee Lauder Companies-cl A | 0% | — | Unchanged |
| 22 | ✓ | Jardine Matheson Holdings LTD Adr | 0% | — | Unchanged |
| 23 | AXP | American Express Co | 0% | — | Unchanged |
| 24 | GWW | Ww Grainger Inc | 0% | — | Unchanged |
| 25 | LNC | Lincoln National CORP | 0% | — | Unchanged |
| 26 | GE | General Electric | 0% | — | Unchanged |
| 27 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 28 | AVGO | Broadcom Inc | — | — | Unchanged |
| 29 | GLW | Corning Inc | — | — | Unchanged |
| 30 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 31 | CMCSA | Comcast Corp-class A | 0% | — | Unchanged |
| 32 | VZ | Verizon Communications Inc | -0.1% | -9.85% | Trim |
| 33 | META | Meta Platforms Inc-class A | -0.1% | — | Unchanged |
| 34 | APP | Applovin Corp-class A | -0.1% | — | Unchanged |
| 35 | EOG | Eog Resources Inc | -0.1% | — | Unchanged |
| 36 | V | Visa Inc-class A Shares | -0.1% | — | Unchanged |
| 37 | MCD | Mcdonald's CORP | -0.1% | — | Unchanged |
| 38 | AAPL | Apple Inc | -0.1% | — | Unchanged |
| 39 | MA | Mastercard Inc - A | -0.1% | — | Unchanged |
| 40 | FISV | Fiserv Inc | -0.1% | — | Unchanged |
| 41 | PAYC | Paycom Software Inc | -0.1% | — | Unchanged |
| 42 | AMT | American Tower CORP | -0.2% | -5.43% | Trim |
| 43 | PG | Procter & Gamble Co/the | -0.2% | — | Unchanged |
| 44 | ABT | Abbott Laboratories | -0.2% | — | Unchanged |
| 45 | INTU | Intuit Inc | -0.2% | +0.64% | Add |
| 46 | ABBV | Abbvie Inc | -0.2% | — | Unchanged |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | — | Unchanged |
| 48 | ADP | Automatic Data Processing | -0.4% | — | Unchanged |
| 49 | ORCL | Oracle CORP | -0.4% | — | Unchanged |
| 50 | MSFT | Microsoft CORP | -0.9% | — | 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 119 disclosed positions in Q4 2025.
During Q4 2025, Boit C F David's top holdings by market value included BRK-B (6.8%)、MSFT (6.6%)、GOOGL (5.4%). The largest single position, BRK-B, represented 6.8% of total portfolio value.
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Top Position Liquidated / Trimmed
GOOGL
前期市值: $9.3M
In Q4 2025, Boit C F David made 6 total portfolio adjustments, initiating 0 new buys, adding to 2 positions, trimming 4 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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