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Boit C F David
Boit C F David is an institutional investment manager based in Boston, Massachusetts, United States. The firm files 13F reports as required by the SEC, indicating management of publicly traded securities on behalf of clients. The firm operates from its headquarters at 230 Congress Street, Boston. Specific details about its founding year, employee count, client base, or broader business activities are not available from regulatory filings.
Investment Strategy
Based on 13F filings, Boit C F David manages a diversified portfolio of U.S. equities, including large-cap companies across various industry sectors such as healthcare, technology, retail, and finance. The firm appears to take a long-only equity strategy, reflected by its sole control of shares reported in filings, and likely pursues fundamental research to select companies with strong growth or value potential. No additional detail regarding its selection process, holding periods, or risk management guidelines is disclosed in public records.
Latest 13F Filing Activity
Boit C F David filed their most recent 13F report on Jun 30, 2025 disclosing 114 equity positions with a total 13F market value of $208M. The fund increased holdings in Microsoft Corp. Com, Broadcom Inc. Com, Caterpillar Inc. Com among other positions. Boit C F David reduced exposure to Berkshire Hathaway Inc. CL B (new), Exxon Mobil Corp. Com, Merck & Co. Inc. (new) among others.
Top Holdings
Equity Positions (114)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP COM | 7.61% | $15.8M | 31,804 | $240.05 | $497.41 | +$3.9M |
| BERKSHIRE HATHAWAY INC CL B (NEW) | 7.39% | $15.4M | 31,628 | $271.61 | $485.77 | -$1.5M | |
V V | VISA INC CL A | 4.55% | $9.5M | 26,630 | $186.03 | $355.05 | +$122.2K |
X XOM | EXXON MOBIL CORP COM | 4.36% | $9.1M | 84,053 | $87.31 | $107.80 | -$935.5K |
A AVGO | BROADCOM INC COM | 3.81% | $7.9M | 28,750 | $44.40 | $275.65 | +$3.1M |
Industry Allocation
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