Boit C F David
Latest statistics and disclosures from Boit C F David's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, BRK.B, XOM, GOOGL, CAT, and represent 27.37% of Boit C F David's stock portfolio.
- Added to shares of these 6 stocks: INTU, BKNG, FFXDF, FI, HDB, TSLA.
- Started 1 new stock position in TSLA.
- Reduced shares in these 10 stocks: CHD, AVGO, PYPL, WEX, MMM, UBER, SOLV, CARR, SNAP, PAGS.
- Sold out of its positions in CARR, PYPL, SNAP, SOLV, UBER, PAGS.
- Boit C F David was a net seller of stock by $-18k.
- Boit C F David has $221M in assets under management (AUM), dropping by 6.32%.
- Central Index Key (CIK): 0001308331
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Portfolio Holdings for Boit C F David
Boit C F David holds 117 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.5 | $17M | 32k | 517.95 |
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| Berkshire Hathaway Inc Cl B Com Cl B (BRK.B) | 7.2 | $16M | 32k | 502.74 |
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| Exxon Mobil Corporation (XOM) | 4.3 | $9.5M | 84k | 112.75 |
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| Alphabet Inc Cl A Com Cl A (GOOGL) | 4.2 | $9.3M | 38k | 243.10 |
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| Caterpillar (CAT) | 4.2 | $9.3M | 20k | 477.15 |
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| Broadcom (AVGO) | 4.1 | $9.2M | -3% | 28k | 329.91 |
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| Visa Inc Cl A Com Cl A (V) | 4.1 | $9.1M | 27k | 341.38 |
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| Apple (AAPL) | 3.5 | $7.6M | 30k | 254.63 |
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| Johnson & Johnson (JNJ) | 3.1 | $7.0M | 38k | 185.42 |
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| Automatic Data Processing (ADP) | 3.0 | $6.6M | 22k | 293.50 |
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| Mastercard Inc Cl A Com Cl A (MA) | 2.9 | $6.3M | 11k | 568.81 |
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| McDonald's Corporation (MCD) | 2.7 | $6.0M | 20k | 303.89 |
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| Merck & Co (MRK) | 2.7 | $5.9M | 70k | 83.93 |
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| Abbvie (ABBV) | 2.6 | $5.7M | 25k | 231.54 |
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| Bank of America Corporation (BAC) | 2.5 | $5.5M | 107k | 51.59 |
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| Intuit (INTU) | 2.4 | $5.4M | +19% | 7.9k | 682.91 |
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| JPMorgan Chase & Co. (JPM) | 2.1 | $4.7M | 15k | 315.43 |
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| Chubb (CB) | 2.1 | $4.6M | 16k | 282.25 |
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| Abbott Laboratories (ABT) | 2.0 | $4.4M | 33k | 133.94 |
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| Stryker Corporation (SYK) | 1.9 | $4.3M | 12k | 369.67 |
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| Procter & Gamble Company (PG) | 1.8 | $3.9M | 25k | 153.65 |
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| Qualcomm (QCOM) | 1.6 | $3.5M | 21k | 166.36 |
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| Pepsi (PEP) | 1.5 | $3.2M | 23k | 140.44 |
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| Analog Devices (ADI) | 1.3 | $2.9M | 12k | 245.70 |
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| Oracle Corporation (ORCL) | 1.2 | $2.8M | 9.8k | 281.24 |
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| Lockheed Martin Corporation (LMT) | 1.2 | $2.6M | 5.3k | 499.21 |
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| Parker-Hannifin Corporation (PH) | 1.1 | $2.4M | 3.1k | 758.15 |
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| Church & Dwight (CHD) | 0.9 | $2.0M | -21% | 23k | 87.63 |
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| American Tower Corp Cl A Com Cl A (AMT) | 0.8 | $1.8M | 9.2k | 192.32 |
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| Danaher Corporation (DHR) | 0.8 | $1.8M | 8.9k | 198.26 |
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| Novartis Adr (NVS) | 0.7 | $1.6M | 13k | 128.24 |
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| Corning Incorporated (GLW) | 0.6 | $1.4M | 17k | 82.03 |
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| Booking Holdings (BKNG) | 0.6 | $1.3M | +66% | 250.00 | 5399.27 |
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| Union Pacific Corporation (UNP) | 0.6 | $1.3M | 5.6k | 236.37 |
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| EOG Resources (EOG) | 0.6 | $1.3M | 12k | 112.12 |
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| Thermo Fisher Scientific (TMO) | 0.6 | $1.3M | 2.7k | 485.02 |
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| Paccar (PCAR) | 0.6 | $1.3M | 13k | 98.32 |
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| Colgate-Palmolive Company (CL) | 0.6 | $1.3M | 16k | 79.94 |
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| Pfizer (PFE) | 0.6 | $1.3M | 49k | 25.48 |
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| General Electric (GE) | 0.5 | $1.2M | 3.9k | 300.82 |
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| PPG Industries (PPG) | 0.5 | $1.1M | 11k | 105.11 |
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| Amgen (AMGN) | 0.5 | $1.1M | 4.0k | 282.20 |
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| NVIDIA Corporation (NVDA) | 0.5 | $1.1M | 6.0k | 186.58 |
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| International Business Machines (IBM) | 0.5 | $1.0M | 3.6k | 282.16 |
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| Amazon (AMZN) | 0.4 | $975k | 4.4k | 219.57 |
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| Lincoln National Corporation (LNC) | 0.4 | $968k | 24k | 40.33 |
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| Wells Fargo & Company (WFC) | 0.4 | $882k | 11k | 83.82 |
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| Paycom Software (PAYC) | 0.4 | $833k | 4.0k | 208.14 |
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| Adobe Systems Incorporated (ADBE) | 0.4 | $811k | 2.3k | 352.75 |
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| Unilever Adr (UL) | 0.3 | $771k | 13k | 59.28 |
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| W.W. Grainger (GWW) | 0.3 | $762k | 800.00 | 952.96 |
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| Meta Platforms Com Cl A (META) | 0.3 | $734k | 1.0k | 734.38 |
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| Applovin Corp A Com Cl A (APP) | 0.3 | $719k | 1.0k | 718.54 |
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| Costco Companies | 0.3 | $648k | 700.00 | 925.63 |
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| Chevron Corporation (CVX) | 0.3 | $621k | 4.0k | 155.29 |
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| Philip Morris International (PM) | 0.3 | $620k | 3.8k | 162.20 |
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| Applied Materials (AMAT) | 0.3 | $614k | 3.0k | 204.74 |
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| Verizon Communications (VZ) | 0.3 | $580k | 13k | 43.95 |
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| CMS Energy Corporation (CMS) | 0.3 | $571k | 7.8k | 73.26 |
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| Nestle S A | 0.2 | $533k | 5.8k | 91.84 |
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| Comcast Corp Cl A Com Cl A (CMCSA) | 0.2 | $527k | 17k | 31.42 |
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| American Express Company (AXP) | 0.2 | $507k | 1.5k | 332.16 |
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| Emerson Electric (EMR) | 0.2 | $499k | 3.8k | 131.18 |
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| Home Depot (HD) | 0.2 | $496k | 1.2k | 405.19 |
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| Ge Vernova (GEV) | 0.2 | $490k | 796.00 | 614.90 |
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| Fiserv (FI) | 0.2 | $484k | +15% | 3.8k | 128.93 |
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| BlackRock | 0.2 | $466k | 400.00 | 1165.87 |
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| Msci Inc Cl A Com Cl A (MSCI) | 0.2 | $460k | 810.00 | 567.41 |
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| Jardine Matheson Hldgs Ltd Ord (JARLF) | 0.2 | $439k | 7.0k | 63.00 |
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| Aptar (ATR) | 0.2 | $401k | 3.0k | 133.66 |
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| Linde | 0.2 | $380k | 800.00 | 475.00 |
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| Nxp Semiconductors N V (NXPI) | 0.2 | $376k | 1.7k | 227.73 |
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| Roper Industries (ROP) | 0.2 | $374k | 750.00 | 498.69 |
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| S&p Global (SPGI) | 0.2 | $341k | 700.00 | 486.71 |
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| Intercontinental Exchange (ICE) | 0.2 | $337k | 2.0k | 168.48 |
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| SYSCO Corporation (SYY) | 0.1 | $329k | 4.0k | 82.34 |
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| Sherwin-Williams Company (SHW) | 0.1 | $312k | 900.00 | 346.26 |
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| Estee Lauder Cos Com Cl A (EL) | 0.1 | $308k | 3.5k | 88.12 |
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| Asml Holding (ASML) | 0.1 | $290k | 300.00 | 968.09 |
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| AFLAC Incorporated (AFL) | 0.1 | $246k | 2.2k | 111.70 |
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| Watsco, Incorporated (WSO) | 0.1 | $243k | 600.00 | 404.30 |
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| Heineken Holding (HKHHF) | 0.1 | $238k | 3.5k | 68.44 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $230k | 1.3k | 183.73 |
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| Ecolab (ECL) | 0.1 | $219k | 800.00 | 273.86 |
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| 3M Company (MMM) | 0.1 | $211k | -42% | 1.4k | 155.18 |
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| At&t (T) | 0.1 | $189k | 6.7k | 28.24 |
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| Fairfax Financial Holdings Lim (FRFHF) | 0.1 | $175k | 100.00 | 1748.27 |
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| Cisco Systems | 0.1 | $164k | 2.4k | 68.42 |
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| Wright Express (WEX) | 0.1 | $158k | -50% | 1.0k | 157.53 |
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| Zimmer Holdings (ZBH) | 0.1 | $148k | 1.5k | 98.50 |
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| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.1 | $143k | 2.0k | 71.53 |
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| ConocoPhillips (COP) | 0.1 | $142k | 1.5k | 94.59 |
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| Constellation Energy (CEG) | 0.1 | $132k | 400.00 | 329.07 |
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| Air Products & Chemicals (APD) | 0.1 | $123k | 450.00 | 272.72 |
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| Fairfax India Hldgs Corp Com Sub Vtg (FFXDF) | 0.1 | $121k | +600% | 7.0k | 17.25 |
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| Aegon Ltd Amer Reg 1 Cert (AEG) | 0.1 | $117k | 15k | 7.99 |
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| Brown-forman Corp Cl A Com Cl A (BF.A) | 0.1 | $112k | 4.2k | 26.91 |
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| BHP Billiton (BHP) | 0.1 | $112k | 2.0k | 55.75 |
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| Hdfc Bank Adr (HDB) | 0.0 | $106k | +100% | 3.1k | 34.16 |
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| Nike Inc Cl B Com Cl B (NKE) | 0.0 | $105k | 1.5k | 69.73 |
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| Illinois Tool Works (ITW) | 0.0 | $104k | 400.00 | 260.76 |
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| Wec Energy Group (WEC) | 0.0 | $99k | 867.00 | 114.59 |
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| Nextera Energy (NEE) | 0.0 | $91k | 1.2k | 75.49 |
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| O'reilly Automotive (ORLY) | 0.0 | $81k | 750.00 | 107.81 |
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| Accenture Plc Cl A Com Cl A (ACN) | 0.0 | $74k | 300.00 | 246.60 |
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| Schlumberger (SLB) | 0.0 | $69k | 2.0k | 34.37 |
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| Align Technology (ALGN) | 0.0 | $63k | 500.00 | 125.22 |
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| Yum China Holdings (YUMC) | 0.0 | $49k | 320.00 | 152.00 |
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| Walt Disney Company (DIS) | 0.0 | $46k | 400.00 | 114.50 |
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| Brown-forman Corp Cl B Com Cl B (BF.B) | 0.0 | $42k | 1.5k | 27.08 |
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| Lukoil Pjsc (LUKOY) | 0.0 | $35k | 5.1k | 6.96 |
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| IAC/InterActive | 0.0 | $34k | 1.0k | 34.07 |
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| Entegris (ENTG) | 0.0 | $19k | 208.00 | 92.46 |
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| Vodafone Group Adr (VOD) | 0.0 | $18k | 1.6k | 11.60 |
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| Veralto Corp (VLTO) | 0.0 | $14k | 133.00 | 106.61 |
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| Angi Inc Cl A (ANGI) | 0.0 | $8.5k | 525.00 | 16.26 |
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| Tesla Motors (TSLA) | 0.0 | $4.4k | NEW | 10.00 | 444.70 |
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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 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
- Boit C F David 2021 Q2 restated filed Nov. 12, 2021