Boit C F David
•CIK: 1308331•Filing: Q4 2025
**Boit C F David** manages $231M across a diverse portfolio of 119 positions. The strategy exhibits a significant allocation to established technology and industrials, anchored by top holdings including BRK/B at $15.8M and MSFT at $15.2M. Further concentration is evident in core mega-caps such as GOOGL ($12.6M), CAT ($11.6M), and XOM ($10.5M). This positioning suggests a value-oriented approach favoring market leaders across defensive and growth sectors.
Total AUM
$231.4M
QoQ Performance
+4.7%
Positions
119
Top 10 Concentration
46.6%
Latest Filing
Q4 2025
Top Holdings Allocation
BRK/B
MSFT
GOOGL
CAT
BRK/B6.8%
MSFT6.6%
GOOGL5.4%
CAT5.0%
XOM4.5%
AVGO4.1%
V4.0%
AAPL3.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology26.1%
Financial21.3%
Other19.7%
Healthcare13.5%
Industrial7.5%
Energy5.2%
Consumer3.9%
Consumer Staples1.4%
Changes from Q3 2025
NEW2 new positions
↑4 increased
↓5 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023