Boit C F David

Q4 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
12/31/2025
Date filed
1/15/2026
Form type
13F-HR
Num holdings
121
Total value ($000)
$231,399
Net value change ($000)
+10,379 (4.7%)
New positions
2
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/28/2025 Next filing: 4/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 3,251 34.8%
CAT 2,307 24.8%
MRK 1,869 31.7%
XOM 997 10.5%
JNJ 712 10.2%
ADI 659 22.5%
PH 505 21.5%
BAC 457 8.3%
AVGO 418 4.6%
CB 397 8.7%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,230 -7.5%
ORCL -811 -29.4%
ADP -615 -9.4%
AMT -303 -17.1%
PG -297 -7.6%
ABBV -282 -5.0%
ABT -263 -6.0%
JARDINE MATHESON HOLDINGS LTD ADR -254 -58.0%
INTU -250 -4.7%
FISV -221 -45.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type