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, XOM, MSFT, CAT, GOOGL, and represent 28.49% of Boit C F David's stock portfolio.
- Added to shares of these 8 stocks: Linde, CSL, SPGI, INTU, MSFT, ADBE, AMZN, PM.
- Started 1 new stock position in CSL.
- Reduced shares in these 10 stocks: CAT, JNJ, CHD, GEV, , MMM, LNC, ALGN, WFC, JPM.
- Sold out of its positions in ALGN, WEX, MICC.
- Boit C F David was a net seller of stock by $-94k.
- Boit C F David has $225M in assets under management (AUM), dropping by -2.63%.
- 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 March 2026 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) | 6.7 | $15M | 32k | 479.20 |
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| Exxon Mobil Corporation (XOM) | 6.3 | $14M | 84k | 169.66 |
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| Microsoft Corporation (MSFT) | 5.4 | $12M | +2% | 33k | 370.17 |
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| Caterpillar (CAT) | 5.2 | $12M | -12% | 17k | 708.46 |
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| Alphabet Inc Cl A Com Cl A (GOOGL) | 4.9 | $11M | 38k | 287.56 |
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| Visa Inc Cl A Com Cl A (V) | 4.1 | $9.3M | 27k | 349.77 |
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| Johnson & Johnson (JNJ) | 3.9 | $8.7M | -5% | 36k | 244.44 |
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| Broadcom (AVGO) | 3.8 | $8.6M | 28k | 309.51 |
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| Merck & Co (MRK) | 3.8 | $8.5M | 70k | 120.29 |
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| Apple (AAPL) | 3.4 | $7.6M | 30k | 253.79 |
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| McDonald's Corporation (MCD) | 2.7 | $6.2M | 20k | 310.79 |
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| Mastercard Inc Cl A Com Cl A (MA) | 2.5 | $5.6M | 11k | 499.66 |
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| Abbvie (ABBV) | 2.4 | $5.4M | 25k | 217.49 |
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| Chubb (CB) | 2.3 | $5.3M | 16k | 325.93 |
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| Bank of America Corporation (BAC) | 2.3 | $5.2M | 107k | 48.75 |
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| Automatic Data Processing (ADP) | 2.0 | $4.6M | 22k | 203.18 |
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| JPMorgan Chase & Co. (JPM) | 1.9 | $4.3M | 15k | 294.16 |
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| Intuit (INTU) | 1.7 | $3.9M | +15% | 9.1k | 432.38 |
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| Stryker Corporation (SYK) | 1.7 | $3.8M | 12k | 328.59 |
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| Qualcomm (QCOM) | 1.7 | $3.8M | 22k | 177.78 |
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| Analog Devices (ADI) | 1.7 | $3.8M | 12k | 318.14 |
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| Procter & Gamble Company (PG) | 1.6 | $3.7M | 25k | 144.44 |
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| Abbott Laboratories (ABT) | 1.5 | $3.4M | 33k | 102.67 |
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| Pepsi (PEP) | 1.4 | $3.2M | 23k | 139.91 |
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| Lockheed Martin Corporation (LMT) | 1.4 | $3.2M | 5.3k | 604.39 |
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| Parker-Hannifin Corporation (PH) | 1.2 | $2.8M | 3.1k | 895.24 |
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| Corning Incorporated (GLW) | 1.0 | $2.3M | 17k | 135.97 |
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| Novartis Adr (NVS) | 0.9 | $2.0M | 13k | 152.75 |
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| EOG Resources (EOG) | 0.8 | $1.7M | 12k | 144.57 |
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| Church & Dwight (CHD) | 0.8 | $1.7M | -21% | 18k | 93.32 |
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| Danaher Corporation (DHR) | 0.7 | $1.7M | 8.9k | 189.60 |
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| Paccar (PCAR) | 0.7 | $1.5M | 13k | 115.50 |
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| American Tower Corp Cl A Com Cl A (AMT) | 0.7 | $1.5M | 8.7k | 172.58 |
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| Oracle Corporation (ORCL) | 0.6 | $1.4M | 9.8k | 147.11 |
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| Amgen (AMGN) | 0.6 | $1.4M | 4.0k | 351.85 |
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| Linde | 0.6 | $1.4M | +250% | 2.8k | 495.76 |
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| Colgate-Palmolive Company (CL) | 0.6 | $1.4M | 16k | 85.23 |
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| Pfizer (PFE) | 0.6 | $1.4M | 49k | 28.08 |
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| Union Pacific Corporation (UNP) | 0.6 | $1.4M | 5.6k | 242.62 |
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| Thermo Fisher Scientific (TMO) | 0.6 | $1.3M | 2.7k | 491.53 |
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| PPG Industries (PPG) | 0.5 | $1.2M | 11k | 106.88 |
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| General Electric (GE) | 0.5 | $1.1M | 3.9k | 283.77 |
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| Booking Holdings (BKNG) | 0.5 | $1.1M | 250.00 | 4210.32 |
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| NVIDIA Corporation (NVDA) | 0.5 | $1.0M | 6.0k | 174.40 |
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| Applied Materials (AMAT) | 0.5 | $1.0M | 3.0k | 341.79 |
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| Amazon (AMZN) | 0.4 | $966k | +4% | 4.6k | 208.27 |
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| Carlisle Companies (CSL) | 0.4 | $934k | NEW | 2.8k | 333.62 |
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| W.W. Grainger (GWW) | 0.4 | $873k | 800.00 | 1090.81 |
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| S&p Global (SPGI) | 0.4 | $872k | +192% | 2.1k | 425.34 |
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| International Business Machines (IBM) | 0.4 | $869k | 3.6k | 242.39 |
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| Chevron Corporation (CVX) | 0.4 | $828k | 4.0k | 206.90 |
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| Wells Fargo & Company (WFC) | 0.3 | $769k | -8% | 9.7k | 79.61 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $717k | +25% | 3.0k | 243.08 |
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| Lincoln National Corporation (LNC) | 0.3 | $710k | -16% | 20k | 35.50 |
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| Costco Companies | 0.3 | $698k | 700.00 | 996.43 |
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| Philip Morris International (PM) | 0.3 | $665k | +5% | 4.0k | 165.34 |
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| Unilever Adr | 0.3 | $658k | 12k | 56.97 |
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| CMS Energy Corporation (CMS) | 0.3 | $605k | 7.8k | 77.58 |
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| Verizon Communications (VZ) | 0.3 | $597k | 12k | 50.20 |
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| Meta Platforms Com Cl A (META) | 0.3 | $572k | 1.0k | 572.13 |
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| Nestle S A | 0.3 | $566k | 5.8k | 97.59 |
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| Emerson Electric (EMR) | 0.2 | $498k | 3.8k | 131.02 |
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| Jardine Matheson Hldgs Ltd Ord (JARLF) | 0.2 | $495k | 7.0k | 71.15 |
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| Paycom Software (PAYC) | 0.2 | $486k | 4.0k | 121.54 |
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| Comcast Corp Cl A Com Cl A (CMCSA) | 0.2 | $482k | 17k | 28.71 |
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| American Express Company (AXP) | 0.2 | $461k | 1.5k | 302.48 |
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| Msci Inc Cl A Com Cl A (MSCI) | 0.2 | $437k | 810.00 | 539.01 |
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| Home Depot (HD) | 0.2 | $403k | 1.2k | 328.89 |
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| Applovin Corp A Com Cl A (APP) | 0.2 | $398k | 1.0k | 398.00 |
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| Asml Holding (ASML) | 0.2 | $396k | 300.00 | 1320.83 |
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| BlackRock | 0.2 | $385k | 400.00 | 961.71 |
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| Aptar (ATR) | 0.2 | $378k | 3.0k | 126.02 |
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| Ge Vernova (GEV) | 0.2 | $368k | -47% | 421.00 | 872.90 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $325k | 1.7k | 196.86 |
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| Intercontinental Exchange (ICE) | 0.1 | $315k | 2.0k | 157.28 |
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| Sherwin-Williams Company (SHW) | 0.1 | $289k | 900.00 | 320.55 |
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| SYSCO Corporation (SYY) | 0.1 | $285k | 4.0k | 71.33 |
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| Roper Industries (ROP) | 0.1 | $265k | 750.00 | 353.86 |
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| Estee Lauder Cos Com Cl A (EL) | 0.1 | $251k | 3.5k | 71.77 |
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| Heineken Holding (HKHHF) | 0.1 | $246k | 3.5k | 70.66 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $243k | 1.3k | 194.14 |
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| AFLAC Incorporated (AFL) | 0.1 | $241k | 2.2k | 109.71 |
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| Watsco, Incorporated (WSO) | 0.1 | $218k | 600.00 | 363.79 |
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| Ecolab (ECL) | 0.1 | $213k | 800.00 | 266.02 |
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| Fiserv (FISV) | 0.1 | $209k | 3.8k | 55.80 |
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| ConocoPhillips (COP) | 0.1 | $198k | 1.5k | 132.00 |
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| At&t (T) | 0.1 | $194k | 6.7k | 28.99 |
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| Cisco Systems | 0.1 | $186k | 2.4k | 77.59 |
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| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.1 | $186k | 2.0k | 93.00 |
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| Fairfax Financial Holdings Lim (FRFHF) | 0.1 | $170k | 100.00 | 1702.00 |
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| BHP Billiton (BHP) | 0.1 | $146k | 2.0k | 72.74 |
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| Zimmer Holdings (ZBH) | 0.1 | $136k | 1.5k | 90.42 |
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| Air Products & Chemicals (APD) | 0.1 | $131k | 450.00 | 290.49 |
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| Fairfax India Hldgs Corp Com Sub Vtg (FFXDF) | 0.0 | $112k | 7.0k | 16.05 |
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| Constellation Energy (CEG) | 0.0 | $112k | 400.00 | 279.25 |
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| Nextera Energy (NEE) | 0.0 | $112k | 1.2k | 92.88 |
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| Brown-forman Corp Cl A Com Cl A (BF.A) | 0.0 | $111k | 4.2k | 26.79 |
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| Aegon Ltd Amer Reg 1 Cert (AEG) | 0.0 | $107k | 15k | 7.26 |
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| Illinois Tool Works (ITW) | 0.0 | $104k | 400.00 | 260.29 |
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| Schlumberger (SLB) | 0.0 | $103k | 2.0k | 51.39 |
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| Wec Energy Group (WEC) | 0.0 | $100k | 867.00 | 115.77 |
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| Brown-forman Corp Cl B Com Cl B (BF.B) | 0.0 | $80k | 3.0k | 26.44 |
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| Nike Inc Cl B Com Cl B (NKE) | 0.0 | $79k | 1.5k | 52.82 |
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| Hdfc Bank Adr (HDB) | 0.0 | $77k | 3.1k | 24.88 |
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| O'reilly Automotive (ORLY) | 0.0 | $69k | 750.00 | 92.31 |
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| Accenture Plc Cl A Com Cl A (ACN) | 0.0 | $60k | 300.00 | 198.29 |
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| 3M Company (MMM) | 0.0 | $52k | -73% | 360.00 | 145.23 |
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| Yum China Holdings (YUMC) | 0.0 | $50k | 320.00 | 155.48 |
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| IAC/InterActive | 0.0 | $40k | 1.0k | 40.03 |
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| Walt Disney Company (DIS) | 0.0 | $39k | 400.00 | 96.38 |
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| Lukoil Pjsc (LUKOY) | 0.0 | $35k | 5.1k | 6.96 |
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| Entegris (ENTG) | 0.0 | $24k | 208.00 | 117.24 |
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| Vodafone Group Adr (VOD) | 0.0 | $24k | 1.6k | 15.02 |
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| Veralto Corp (VLTO) | 0.0 | $12k | 133.00 | 88.42 |
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| Versant Media Group (VSNT) | 0.0 | $10k | -59% | 270.00 | 37.02 |
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| Tesla Motors (TSLA) | 0.0 | $3.7k | 10.00 | 371.80 |
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| Angi Inc Cl A (ANGI) | 0.0 | $3.6k | 525.00 | 6.85 |
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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 2026 Q1 filed April 9, 2026
- 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