Boit C F David
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 237,614
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 85 | 237,614 | 13F-HR | Boit C F David |
| Q1 2026 | 4/9/2026 | 119 | 225,312 | 13F-HR | Boit C F David |
| Q4 2025 | 1/15/2026 | 121 | 231,399 | 13F-HR | Boit C F David |
| Q3 2025 | 10/28/2025 | 117 | 221,020 | 13F-HR | Boit C F David |
| Q2 2025 | 7/30/2025 | 122 | 207,885 | 13F-HR | Boit C F David |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 237.6 K | 100.0% | 12.31 K | 0 | 12.31 K |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
237,614
Holdings
85
QoQ value change ($000)
12,302
(5.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.