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, CAT, GOOGL, MSFT, XOM, and represent 28.64% of Boit C F David's stock portfolio.
- Added to shares of these 7 stocks: BKNG, INTU, SYK, MOG.A, ADP, SPGI, SYY.
- Started 1 new stock position in MOG.A.
- Reduced shares in these 10 stocks: CAT, AVGO, , EL, BRK.B, ADBE, FISV, , , SHEL.
- Sold out of its positions in ANGI, T, APD, BHP, BF.A, BF.B, CMCSA, COP, CEG, DIS.
- Boit C F David was a net seller of stock by $-3.1M.
- Boit C F David has $238M in assets under management (AUM), dropping by 5.45%.
- Central Index Key (CIK): 0001308331
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Portfolio Holdings for Boit C F David
Boit C F David holds 85 positions in its portfolio as reported in the June 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) | 6.6 | $16M | 31k | 500.39 |
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| Caterpillar (CAT) | 6.4 | $15M | -13% | 14k | 1064.90 |
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| Alphabet Inc Cl A Com Cl A (GOOGL) | 5.8 | $14M | 38k | 358.30 |
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| Microsoft Corporation (MSFT) | 5.1 | $12M | 33k | 373.02 |
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| Exxon Mobil Corporation (XOM) | 4.8 | $12M | 84k | 136.39 |
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| Broadcom (AVGO) | 4.2 | $10M | -5% | 26k | 377.75 |
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| Visa Inc Cl A Com Cl A (V) | 3.8 | $9.1M | 27k | 343.09 |
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| Merck & Co (MRK) | 3.8 | $9.0M | 70k | 128.50 |
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| Johnson & Johnson (JNJ) | 3.8 | $9.0M | 36k | 253.97 |
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| Apple (AAPL) | 3.7 | $8.7M | 30k | 289.36 |
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| Abbvie (ABBV) | 2.6 | $6.2M | 25k | 251.64 |
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| Bank of America Corporation (BAC) | 2.6 | $6.1M | 107k | 56.98 |
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| Mastercard Inc Cl A Com Cl A (MA) | 2.4 | $5.7M | 11k | 513.60 |
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| Chubb (CB) | 2.3 | $5.5M | 16k | 340.74 |
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| McDonald's Corporation (MCD) | 2.3 | $5.4M | 20k | 270.31 |
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| Automatic Data Processing (ADP) | 2.2 | $5.3M | +6% | 24k | 223.95 |
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| JPMorgan Chase & Co. (JPM) | 2.0 | $4.8M | 15k | 327.33 |
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| Analog Devices (ADI) | 2.0 | $4.7M | 12k | 397.17 |
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| Corning Incorporated (GLW) | 1.8 | $4.3M | 17k | 255.43 |
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| Stryker Corporation (SYK) | 1.7 | $4.1M | +12% | 13k | 314.84 |
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| Qualcomm (QCOM) | 1.7 | $4.0M | 22k | 184.79 |
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| Procter & Gamble Company (PG) | 1.6 | $3.7M | 25k | 146.64 |
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| Pepsi (PEP) | 1.3 | $3.1M | 23k | 135.40 |
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| Parker-Hannifin Corporation (PH) | 1.3 | $3.0M | 3.1k | 978.12 |
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| Abbott Laboratories (ABT) | 1.3 | $3.0M | 33k | 90.74 |
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| Intuit (INTU) | 1.2 | $3.0M | +24% | 11k | 261.00 |
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| Lockheed Martin Corporation (LMT) | 1.1 | $2.7M | 5.3k | 509.46 |
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| Booking Holdings (BKNG) | 0.9 | $2.2M | +4800% | 12k | 178.24 |
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| Applied Materials (AMAT) | 0.9 | $2.2M | 3.0k | 723.00 |
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| Novartis Adr (NVS) | 0.8 | $2.0M | 13k | 156.72 |
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| Church & Dwight (CHD) | 0.7 | $1.8M | 18k | 96.88 |
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| Danaher Corporation (DHR) | 0.7 | $1.7M | 8.9k | 190.48 |
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| Paccar (PCAR) | 0.7 | $1.6M | 13k | 120.12 |
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| Union Pacific Corporation (UNP) | 0.6 | $1.5M | 5.6k | 272.00 |
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| EOG Resources (EOG) | 0.6 | $1.5M | 12k | 129.73 |
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| Colgate-Palmolive Company (CL) | 0.6 | $1.5M | 16k | 91.68 |
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| General Electric (GE) | 0.6 | $1.5M | 3.9k | 373.73 |
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| Linde | 0.6 | $1.5M | 2.8k | 518.94 |
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| Amgen (AMGN) | 0.6 | $1.4M | 4.0k | 362.12 |
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| Oracle Corporation (ORCL) | 0.6 | $1.4M | 9.8k | 146.55 |
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| American Tower Corp Cl A Com Cl A (AMT) | 0.6 | $1.4M | 8.7k | 163.57 |
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| Thermo Fisher Scientific (TMO) | 0.6 | $1.4M | 2.7k | 501.36 |
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| PPG Industries (PPG) | 0.6 | $1.3M | 11k | 121.29 |
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| NVIDIA Corporation (NVDA) | 0.5 | $1.2M | 6.0k | 200.09 |
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| Pfizer (PFE) | 0.5 | $1.2M | 49k | 24.08 |
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| Amazon (AMZN) | 0.5 | $1.1M | 4.6k | 238.34 |
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| W.W. Grainger (GWW) | 0.5 | $1.1M | 800.00 | 1360.40 |
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| Carlisle Companies (CSL) | 0.4 | $1.0M | 2.8k | 362.75 |
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| International Business Machines (IBM) | 0.4 | $1.0M | 3.6k | 281.21 |
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| S&p Global (SPGI) | 0.4 | $957k | +14% | 2.4k | 407.26 |
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| Wells Fargo & Company (WFC) | 0.3 | $798k | 9.7k | 82.64 |
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| Philip Morris International (PM) | 0.3 | $727k | 4.0k | 180.91 |
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| Lincoln National Corporation (LNC) | 0.3 | $707k | 20k | 35.35 |
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| Unilever Adr | 0.3 | $695k | 12k | 60.12 |
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| Chevron Corporation (CVX) | 0.3 | $663k | 4.0k | 165.76 |
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| Costco Companies | 0.3 | $655k | 700.00 | 935.47 |
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| Nestle S A | 0.3 | $597k | 5.8k | 102.99 |
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| Asml Holding (ASML) | 0.3 | $597k | 300.00 | 1989.44 |
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| CMS Energy Corporation (CMS) | 0.3 | $597k | 7.8k | 76.50 |
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| Meta Platforms Com Cl A (META) | 0.2 | $563k | 1.0k | 563.29 |
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| Emerson Electric (EMR) | 0.2 | $544k | 3.8k | 143.15 |
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| American Express Company (AXP) | 0.2 | $516k | 1.5k | 338.25 |
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| Applovin Corp A Com Cl A (APP) | 0.2 | $515k | 1.0k | 515.23 |
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| Verizon Communications (VZ) | 0.2 | $504k | 12k | 42.34 |
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| Paycom Software (PAYC) | 0.2 | $503k | 4.0k | 125.68 |
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| Ge Vernova (GEV) | 0.2 | $495k | 421.00 | 1174.86 |
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| Nxp Semiconductors N V (NXPI) | 0.2 | $464k | 1.7k | 281.03 |
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| Msci Inc Cl A Com Cl A (MSCI) | 0.2 | $454k | 810.00 | 560.04 |
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| Home Depot (HD) | 0.2 | $432k | 1.2k | 352.68 |
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| SYSCO Corporation (SYY) | 0.2 | $418k | +25% | 5.0k | 83.58 |
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| BlackRock | 0.2 | $385k | 400.00 | 961.56 |
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| Aptar (ATR) | 0.2 | $376k | 3.0k | 125.20 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $373k | 1.3k | 298.07 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $359k | -40% | 1.8k | 205.02 |
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| Moog Inc Cl A Cl A (MOG.A) | 0.1 | $339k | NEW | 800.00 | 423.84 |
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| Sherwin-Williams Company (SHW) | 0.1 | $310k | 900.00 | 344.32 |
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| Cisco Systems | 0.1 | $282k | 2.4k | 117.46 |
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| Jardine Matheson Hldgs Ltd Ord (JARLF) | 0.1 | $277k | -35% | 4.5k | 61.50 |
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| Heineken Holding (HKHHF) | 0.1 | $265k | 3.5k | 76.22 |
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| AFLAC Incorporated (AFL) | 0.1 | $258k | 2.2k | 117.25 |
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| Roper Industries (ROP) | 0.1 | $254k | 750.00 | 338.39 |
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| Watsco, Incorporated (WSO) | 0.1 | $250k | 600.00 | 416.73 |
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| Intercontinental Exchange (ICE) | 0.1 | $246k | 2.0k | 123.11 |
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| Ecolab (ECL) | 0.1 | $223k | 800.00 | 278.61 |
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| Aegon Ltd Amer Reg 1 Cert (AEG) | 0.1 | $124k | 15k | 8.44 |
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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 Q2 filed July 30, 2026
- 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