Boit C F David

Boit C F David as of March 31, 2025

Portfolio Holdings for Boit C F David

Boit C F David holds 127 positions in its portfolio as reported in the March 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) 8.5 $17M 32k 532.58
Microsoft Corporation (MSFT) 6.0 $12M 32k 375.39
Exxon Mobil Corporation (XOM) 5.0 $10M 84k 118.93
Visa Inc Cl A Com Cl A (V) 4.7 $9.3M 27k 350.46
Automatic Data Processing (ADP) 3.4 $6.8M 22k 305.53
Apple (AAPL) 3.3 $6.7M 30k 222.13
Caterpillar (CAT) 3.2 $6.4M 20k 329.80
Merck & Co (MRK) 3.2 $6.3M 70k 89.76
Johnson & Johnson (JNJ) 3.1 $6.2M 38k 165.84
McDonald's Corporation (MCD) 3.1 $6.2M 20k 312.37
Mastercard Inc Cl A Com Cl A (MA) 3.1 $6.1M 11k 548.12
Alphabet Inc Cl A Com Cl A (GOOGL) 3.0 $5.9M 38k 154.64
Abbvie (ABBV) 2.6 $5.2M 25k 209.52
Chubb (CB) 2.4 $4.9M 16k 301.99
Broadcom (AVGO) 2.4 $4.8M 29k 167.43
Bank of America Corporation (BAC) 2.2 $4.5M 107k 41.73
Abbott Laboratories (ABT) 2.2 $4.4M 33k 132.65
Procter & Gamble Company (PG) 2.2 $4.3M 25k 170.42
Stryker Corporation (SYK) 2.1 $4.3M 11k 372.25
Intuit (INTU) 2.0 $4.0M 6.6k 613.99
JPMorgan Chase & Co. (JPM) 1.8 $3.6M 15k 245.30
Pepsi (PEP) 1.7 $3.4M 23k 149.94
Qualcomm (QCOM) 1.6 $3.3M 21k 153.61
Church & Dwight (CHD) 1.6 $3.2M 29k 110.09
Analog Devices (ADI) 1.2 $2.4M 12k 201.67
Lockheed Martin Corporation (LMT) 1.2 $2.3M 5.3k 446.71
American Tower Corp Cl A Com Cl A (AMT) 1.0 $2.0M 9.2k 217.60
Parker-Hannifin Corporation (PH) 0.9 $1.9M 3.1k 607.85
Danaher Corporation (DHR) 0.9 $1.8M 8.9k 205.00
Colgate-Palmolive Company (CL) 0.8 $1.5M 16k 93.70
EOG Resources (EOG) 0.8 $1.5M 12k 128.24
Novartis Adr (NVS) 0.7 $1.4M 13k 111.48
Oracle Corporation (ORCL) 0.7 $1.4M 9.8k 139.81
Union Pacific Corporation (UNP) 0.7 $1.3M 5.6k 236.24
Paccar (PCAR) 0.7 $1.3M 13k 97.37
Amgen (AMGN) 0.6 $1.2M 4.0k 311.55
Pfizer (PFE) 0.6 $1.2M 49k 25.34
PPG Industries (PPG) 0.6 $1.2M 11k 109.35
Thermo Fisher Scientific (TMO) 0.6 $1.1M 2.2k 497.60
International Business Machines (IBM) 0.4 $891k 3.6k 248.66
Adobe Systems Incorporated (ADBE) 0.4 $882k 2.3k 383.53
Paycom Software (PAYC) 0.4 $874k 4.0k 218.48
Lincoln National Corporation (LNC) 0.4 $862k 24k 35.91
W.W. Grainger (GWW) 0.4 $790k 800.00 987.83
General Electric (GE) 0.4 $788k 3.9k 200.15
3M Company (MMM) 0.4 $787k 5.4k 146.86
Corning Incorporated (GLW) 0.4 $778k 17k 45.78
Unilever Adr (UL) 0.4 $774k 13k 59.55
Wells Fargo & Company (WFC) 0.4 $755k 11k 71.79
Amazon (AMZN) 0.4 $750k 3.9k 190.26
Booking Holdings (BKNG) 0.3 $691k 150.00 4606.91
Chevron Corporation (CVX) 0.3 $669k 4.0k 167.29
Costco Companies 0.3 $662k 700.00 945.78
NVIDIA Corporation (NVDA) 0.3 $650k 6.0k 108.38
Comcast Corp Cl A Com Cl A (CMCSA) 0.3 $619k 17k 36.90
Philip Morris International (PM) 0.3 $606k 3.8k 158.73
Verizon Communications (VZ) 0.3 $599k 13k 45.36
CMS Energy Corporation (CMS) 0.3 $586k 7.8k 75.11
Nestle S A 0.3 $586k 5.8k 100.98
Meta Platforms Com Cl A (META) 0.3 $576k 1.0k 576.36
Fiserv (FI) 0.2 $475k 2.2k 220.83
Msci Inc Cl A Com Cl A (MSCI) 0.2 $458k 810.00 565.50
Home Depot (HD) 0.2 $449k 1.2k 366.49
Aptar (ATR) 0.2 $445k 3.0k 148.38
Roper Industries (ROP) 0.2 $442k 750.00 589.58
Applied Materials (AMAT) 0.2 $435k 3.0k 145.12
Emerson Electric (EMR) 0.2 $417k 3.8k 109.64
American Express Company (AXP) 0.2 $410k 1.5k 269.05
BlackRock 0.2 $379k 400.00 946.48
Linde 0.2 $373k 800.00 465.64
S&p Global (SPGI) 0.2 $356k 700.00 508.10
Intercontinental Exchange (ICE) 0.2 $345k 2.0k 172.50
Sherwin-Williams Company (SHW) 0.2 $314k 900.00 349.19
Wright Express (WEX) 0.2 $314k 2.0k 157.02
Nxp Semiconductors N V (NXPI) 0.2 $314k 1.7k 190.06
Watsco, Incorporated (WSO) 0.2 $305k 600.00 508.30
SYSCO Corporation (SYY) 0.2 $300k 4.0k 75.04
Paypal Holdings (PYPL) 0.1 $274k 4.2k 65.25
Applovin Corp A Com Cl A (APP) 0.1 $265k 1.0k 264.97
Zimmer Holdings (ZBH) 0.1 $260k 2.3k 113.18
Jardine Matheson Hldgs Ltd Ord (JARLF) 0.1 $257k 6.1k 42.36
Heineken Holding (HKHHF) 0.1 $252k 3.5k 72.27
AFLAC Incorporated (AFL) 0.1 $245k 2.2k 111.19
Ge Vernova (GEV) 0.1 $243k 796.00 305.28
Estee Lauder Cos Com Cl A (EL) 0.1 $231k 3.5k 66.00
Texas Instruments Incorporated (TXN) 0.1 $225k 1.3k 179.70
Ecolab (ECL) 0.1 $203k 800.00 253.52
Asml Holding (ASML) 0.1 $199k 300.00 662.63
At&t (T) 0.1 $190k 6.7k 28.28
ConocoPhillips (COP) 0.1 $158k 1.5k 105.02
Cisco Systems 0.1 $148k 2.4k 61.71
Shell Adr Each Rep 2 Ord Wi (SHEL) 0.1 $147k 2.0k 73.28
Fairfax Financial Holdings Lim (FRFHF) 0.1 $145k 100.00 1447.25
Brown-forman Corp Cl A Com Cl A (BF.A) 0.1 $139k 4.2k 33.47
Air Products & Chemicals (APD) 0.1 $133k 450.00 294.92
Hdfc Bank Adr (HDB) 0.1 $103k 1.6k 66.44
Illinois Tool Works (ITW) 0.0 $99k 400.00 248.51
BHP Billiton (BHP) 0.0 $97k 2.0k 48.54
Aegon Ltd Amer Reg 1 Cert (AEG) 0.0 $97k 15k 6.59
Nike Inc Cl B Com Cl B (NKE) 0.0 $95k 1.5k 63.48
Wec Energy Group (WEC) 0.0 $95k 867.00 108.98
Nextera Energy (NEE) 0.0 $85k 1.2k 70.89
Schlumberger (SLB) 0.0 $84k 2.0k 41.80
Constellation Energy (CEG) 0.0 $81k 400.00 201.63
Align Technology (ALGN) 0.0 $79k 500.00 158.86
Uber Technologies (UBER) 0.0 $73k 1.0k 72.86
O'reilly Automotive (ORLY) 0.0 $72k 50.00 1432.58
Brown-forman Corp Cl B Com Cl B (BF.B) 0.0 $52k 1.5k 33.94
Yum China Holdings (YUMC) 0.0 $50k 320.00 157.36
IAC/InterActive 0.0 $46k 1.0k 45.94
Solventum Corp (SOLV) 0.0 $45k 590.00 76.04
Walt Disney Company (DIS) 0.0 $40k 400.00 98.70
Lukoil Pjsc (LUKOY) 0.0 $35k 5.1k 6.96
Carrier Global Corporation (CARR) 0.0 $32k 500.00 63.40
Totalenergies Se Ads (TTE) 0.0 $31k 480.00 64.69
Snap Inc - A Com Cl A (SNAP) 0.0 $31k 3.5k 8.71
Fortive (FTV) 0.0 $22k 300.00 73.18
Veralto Corp (VLTO) 0.0 $19k 199.00 97.45
Entegris (ENTG) 0.0 $18k 208.00 87.48
Fairfax India Hldgs Corp Com Sub Vtg (FFXDF) 0.0 $17k 1.0k 17.00
Pagseguro Digital Ltd - Cl A Com Cl A (PAGS) 0.0 $15k 2.0k 7.63
Vodafone Group Adr (VOD) 0.0 $15k 1.6k 9.37
Ge Healthcare Technologies I (GEHC) 0.0 $5.0k 62.00 80.71
Organon & Co (OGN) 0.0 $2.6k 177.00 14.89
Intel Corporation (INTC) 0.0 $2.5k 108.00 22.70
Kyndryl Holdings Ord Wi (KD) 0.0 $502.000000 16.00 31.38
Warner Bros Discovery Com Cl A (WBD) 0.0 $450.000600 42.00 10.71