Boit C F David
Latest statistics and disclosures from Boit C F David's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, MSFT, GOOGL, CAT, XOM, and represent 28.39% of Boit C F David's stock portfolio.
- Added to shares of these 6 stocks: QCOM, MICC, BF.B, INTU, VSNT, ADBE.
- Started 2 new stock positions in VSNT, MICC.
- Reduced shares in these 5 stocks: CAT, Unilever, AMT, VZ, GOOGL.
- Boit C F David was a net seller of stock by $-491k.
- Boit C F David has $231M in assets under management (AUM), dropping by 4.70%.
- Central Index Key (CIK): 0001308331
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Portfolio Holdings for Boit C F David
Boit C F David holds 119 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Cl B Com Cl B (BRK.B) | 6.8 | $16M | 32k | 499.10 |
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| Microsoft Corporation (MSFT) | 6.6 | $15M | 32k | 479.28 |
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| Alphabet Inc Cl A Com Cl A (GOOGL) | 5.4 | $13M | 38k | 328.57 |
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| Caterpillar (CAT) | 5.0 | $12M | -3% | 19k | 617.62 |
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| Exxon Mobil Corporation (XOM) | 4.5 | $11M | 84k | 124.61 |
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| Broadcom (AVGO) | 4.1 | $9.6M | 28k | 344.97 |
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| Visa Inc Cl A Com Cl A (V) | 4.0 | $9.3M | 27k | 349.77 |
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| Apple (AAPL) | 3.4 | $7.8M | 30k | 259.37 |
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| Merck & Co (MRK) | 3.4 | $7.8M | 70k | 110.53 |
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| Johnson & Johnson (JNJ) | 3.3 | $7.7M | 38k | 204.39 |
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| Mastercard Inc Cl A Com Cl A (MA) | 2.8 | $6.4M | 11k | 575.54 |
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| McDonald's Corporation (MCD) | 2.6 | $6.1M | 20k | 307.32 |
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| Bank of America Corporation (BAC) | 2.6 | $6.0M | 107k | 55.85 |
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| Automatic Data Processing (ADP) | 2.6 | $6.0M | 22k | 266.02 |
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| Abbvie (ABBV) | 2.3 | $5.4M | 25k | 220.08 |
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| Intuit (INTU) | 2.2 | $5.1M | 7.9k | 646.90 |
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| Chubb (CB) | 2.1 | $5.0M | 16k | 306.81 |
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| JPMorgan Chase & Co. (JPM) | 2.1 | $4.9M | 15k | 329.19 |
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| Stryker Corporation (SYK) | 1.8 | $4.3M | 12k | 367.54 |
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| Abbott Laboratories (ABT) | 1.8 | $4.1M | 33k | 125.92 |
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| Qualcomm (QCOM) | 1.7 | $3.8M | 22k | 177.78 |
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| Analog Devices (ADI) | 1.6 | $3.6M | 12k | 300.93 |
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| Procter & Gamble Company (PG) | 1.5 | $3.6M | 25k | 141.87 |
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| Pepsi (PEP) | 1.4 | $3.2M | 23k | 139.91 |
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| Lockheed Martin Corporation (LMT) | 1.2 | $2.9M | 5.3k | 542.92 |
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| Parker-Hannifin Corporation (PH) | 1.2 | $2.9M | 3.1k | 920.99 |
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| Danaher Corporation (DHR) | 0.9 | $2.1M | 8.9k | 238.37 |
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| Church & Dwight (CHD) | 0.9 | $2.0M | 23k | 85.78 |
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| Oracle Corporation (ORCL) | 0.8 | $1.9M | 9.8k | 198.52 |
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| Novartis Adr (NVS) | 0.8 | $1.8M | 13k | 141.54 |
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| Thermo Fisher Scientific (TMO) | 0.7 | $1.7M | 2.7k | 618.86 |
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| Paccar (PCAR) | 0.7 | $1.6M | 13k | 118.80 |
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| American Tower Corp Cl A Com Cl A (AMT) | 0.6 | $1.5M | -5% | 8.7k | 168.51 |
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| Corning Incorporated (GLW) | 0.6 | $1.4M | 17k | 85.23 |
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| Booking Holdings (BKNG) | 0.6 | $1.4M | 250.00 | 5492.11 |
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| Colgate-Palmolive Company (CL) | 0.6 | $1.3M | 16k | 81.48 |
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| Amgen (AMGN) | 0.6 | $1.3M | 4.0k | 326.10 |
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| Union Pacific Corporation (UNP) | 0.6 | $1.3M | 5.6k | 228.44 |
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| General Electric (GE) | 0.5 | $1.3M | 3.9k | 321.59 |
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| Pfizer (PFE) | 0.5 | $1.3M | 49k | 25.48 |
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| EOG Resources (EOG) | 0.5 | $1.2M | 12k | 104.92 |
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| PPG Industries (PPG) | 0.5 | $1.2M | 11k | 107.41 |
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| NVIDIA Corporation (NVDA) | 0.5 | $1.1M | 6.0k | 184.86 |
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| Amazon (AMZN) | 0.5 | $1.1M | 4.4k | 247.38 |
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| International Business Machines (IBM) | 0.5 | $1.1M | 3.6k | 304.22 |
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| Lincoln National Corporation (LNC) | 0.5 | $1.1M | 24k | 43.78 |
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| Wells Fargo & Company (WFC) | 0.4 | $1.0M | 11k | 95.95 |
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| Applied Materials (AMAT) | 0.4 | $904k | 3.0k | 301.18 |
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| W.W. Grainger (GWW) | 0.4 | $824k | 800.00 | 1029.82 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $785k | +2% | 2.4k | 333.95 |
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| Unilever Adr | 0.3 | $742k | -11% | 12k | 64.20 |
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| Meta Platforms Com Cl A (META) | 0.3 | $653k | 1.0k | 653.06 |
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| Chevron Corporation (CVX) | 0.3 | $648k | 4.0k | 162.11 |
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| Applovin Corp A Com Cl A (APP) | 0.3 | $648k | 1.0k | 647.72 |
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| Costco Companies | 0.3 | $647k | 700.00 | 924.88 |
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| Paycom Software (PAYC) | 0.3 | $629k | 4.0k | 157.17 |
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| Philip Morris International (PM) | 0.3 | $621k | 3.8k | 162.61 |
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| American Express Company (AXP) | 0.2 | $573k | 1.5k | 375.61 |
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| Emerson Electric (EMR) | 0.2 | $548k | 3.8k | 144.20 |
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| Nestle S A | 0.2 | $546k | 5.8k | 94.13 |
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| CMS Energy Corporation (CMS) | 0.2 | $546k | 7.8k | 69.99 |
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| Jardine Matheson Hldgs Ltd Ord (JARLF) | 0.2 | $520k | 7.0k | 74.72 |
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| Ge Vernova (GEV) | 0.2 | $496k | 796.00 | 622.50 |
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| Verizon Communications (VZ) | 0.2 | $481k | -9% | 12k | 40.46 |
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| Comcast Corp Cl A Com Cl A (CMCSA) | 0.2 | $476k | 17k | 28.37 |
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| Msci Inc Cl A Com Cl A (MSCI) | 0.2 | $471k | 810.00 | 581.16 |
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| Home Depot (HD) | 0.2 | $459k | 1.2k | 374.64 |
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| BlackRock | 0.2 | $434k | 400.00 | 1085.10 |
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| Estee Lauder Cos Com Cl A (EL) | 0.2 | $398k | 3.5k | 113.73 |
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| Nxp Semiconductors N V (NXPI) | 0.2 | $398k | 1.7k | 241.15 |
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| Asml Holding (ASML) | 0.2 | $382k | 300.00 | 1273.88 |
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| S&p Global (SPGI) | 0.2 | $379k | 700.00 | 541.94 |
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| Aptar (ATR) | 0.2 | $372k | 3.0k | 123.85 |
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| Linde | 0.2 | $355k | 800.00 | 444.08 |
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| Intercontinental Exchange (ICE) | 0.1 | $332k | 2.0k | 165.98 |
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| Roper Industries (ROP) | 0.1 | $326k | 750.00 | 434.81 |
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| Sherwin-Williams Company (SHW) | 0.1 | $318k | 900.00 | 353.28 |
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| SYSCO Corporation (SYY) | 0.1 | $297k | 4.0k | 74.28 |
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| Fiserv (FI) | 0.1 | $262k | 3.8k | 69.85 |
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| Heineken Holding (HKHHF) | 0.1 | $255k | 3.5k | 73.29 |
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| AFLAC Incorporated (AFL) | 0.1 | $240k | 2.2k | 109.24 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $238k | 1.3k | 190.31 |
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| Watsco, Incorporated (WSO) | 0.1 | $225k | 600.00 | 375.50 |
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| 3M Company (MMM) | 0.1 | $225k | 1.4k | 165.24 |
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| Ecolab (ECL) | 0.1 | $217k | 800.00 | 271.73 |
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| Fairfax Financial Holdings Lim (FRFHF) | 0.1 | $188k | 100.00 | 1874.51 |
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| Cisco Systems | 0.1 | $177k | 2.4k | 73.88 |
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| Wright Express (WEX) | 0.1 | $162k | 1.0k | 161.88 |
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| At&t (T) | 0.1 | $161k | 6.7k | 23.99 |
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| ConocoPhillips (COP) | 0.1 | $146k | 1.5k | 97.51 |
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| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.1 | $142k | 2.0k | 70.83 |
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| Zimmer Holdings (ZBH) | 0.1 | $139k | 1.5k | 92.85 |
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| Constellation Energy (CEG) | 0.1 | $137k | 400.00 | 342.52 |
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| Fairfax India Hldgs Corp Com Sub Vtg (FFXDF) | 0.1 | $124k | 7.0k | 17.71 |
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| BHP Billiton (BHP) | 0.1 | $123k | 2.0k | 61.72 |
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| Air Products & Chemicals (APD) | 0.1 | $119k | 450.00 | 263.72 |
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| Aegon Ltd Amer Reg 1 Cert (AEG) | 0.0 | $112k | 15k | 7.63 |
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| Brown-forman Corp Cl A Com Cl A (BF.A) | 0.0 | $109k | 4.2k | 26.13 |
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| Hdfc Bank Adr (HDB) | 0.0 | $103k | 3.1k | 33.10 |
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| Illinois Tool Works (ITW) | 0.0 | $102k | 400.00 | 255.12 |
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| Nike Inc Cl B Com Cl B (NKE) | 0.0 | $99k | 1.5k | 65.92 |
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| Nextera Energy (NEE) | 0.0 | $96k | 1.2k | 79.89 |
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| Wec Energy Group (WEC) | 0.0 | $91k | 867.00 | 104.65 |
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| Schlumberger (SLB) | 0.0 | $90k | 2.0k | 45.20 |
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| Align Technology (ALGN) | 0.0 | $86k | 500.00 | 172.79 |
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| Accenture Plc Cl A Com Cl A (ACN) | 0.0 | $84k | 300.00 | 280.67 |
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| Brown-forman Corp Cl B Com Cl B (BF.B) | 0.0 | $79k | +97% | 3.0k | 25.96 |
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| O'reilly Automotive (ORLY) | 0.0 | $70k | 750.00 | 93.80 |
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| Yum China Holdings (YUMC) | 0.0 | $50k | 320.00 | 155.52 |
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| Walt Disney Company (DIS) | 0.0 | $46k | 400.00 | 115.88 |
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| The Magnum Ice Cream C F (MICC) | 0.0 | $40k | NEW | 2.6k | 15.28 |
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| IAC/InterActive | 0.0 | $39k | 1.0k | 39.41 |
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| Lukoil Pjsc (LUKOY) | 0.0 | $35k | 5.1k | 6.96 |
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| Versant Media Group (VSNT) | 0.0 | $23k | NEW | 670.00 | 34.46 |
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| Entegris (ENTG) | 0.0 | $21k | 208.00 | 102.99 |
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| Vodafone Group Adr (VOD) | 0.0 | $21k | 1.6k | 13.50 |
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| Veralto Corp (VLTO) | 0.0 | $14k | 133.00 | 102.73 |
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| Angi Inc Cl A (ANGI) | 0.0 | $7.4k | 525.00 | 14.05 |
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| Tesla Motors (TSLA) | 0.0 | $4.5k | 10.00 | 445.00 |
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Past Filings by Boit C F David
SEC 13F filings are viewable for Boit C F David going back to 2021
- Boit C F David 2025 Q4 filed Jan. 15, 2026
- Boit C F David 2025 Q3 filed Oct. 28, 2025
- Boit C F David 2025 Q2 filed July 30, 2025
- Boit C F David 2025 Q1 filed April 8, 2025
- Boit C F David 2024 Q4 filed Jan. 24, 2025
- Boit C F David 2024 Q3 filed Oct. 7, 2024
- Boit C F David 2024 Q2 filed July 10, 2024
- Boit C F David 2024 Q1 filed May 2, 2024
- Boit C F David 2023 Q4 filed Jan. 24, 2024
- Boit C F David 2023 Q3 filed Oct. 23, 2023
- Boit C F David 2023 Q2 filed July 11, 2023
- Boit C F David 2023 Q1 filed May 2, 2023
- Boit C F David 2022 Q4 filed Feb. 14, 2023
- Boit C F David 2022 Q3 filed Nov. 15, 2022
- Boit C F David 2022 Q1 filed May 11, 2022
- Boit C F David 2021 Q4 filed Feb. 14, 2022