Boit C F David Top Holdings and 13F Report (2025)

About Boit C F David

Investment Activity

Boit C F David has $199.25 million in total holdings as of March 31, 2025.
Boit C F David owns shares of 129 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
Approximately 1.18% of the portfolio was purchased this quarter.
About 1.53% of the portfolio was sold this quarter.
This quarter, Boit C F David has purchased 128 new stocks and bought additional shares in 4 stocks.
Boit C F David sold shares of 14 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Berkshire Hathaway: $16,844,400
Microsoft: $11,938,903
Exxon Mobil: $9,996,423
Visa: $9,332,749
Automatic Data Processing: $6,843,872

Largest New Holdings this Quarter

09857L108 - Booking: $691,036 Holding
90353T100 - Uber Technologies: $72,860 Holding

Largest Purchases this Quarter

Intuit: 1,750 shares (about $1.07M)
Booking: 150 shares (about $691.04K)
Alphabet: 2,000 shares (about $309.28K)
JARDINE MATHESON HOLDINGS LTD ORD: 2,940 shares (about $124.54K)
Uber Technologies: 1,000 shares (about $72.86K)

Largest Sales this Quarter

Johnson & Johnson: 3,650 shares (about $605.32K)
Walt Disney: 5,000 shares (about $493.50K)
Bank of America: 10,000 shares (about $417.30K)
Wells Fargo & Company: 5,000 shares (about $358.95K)
Emerson Electric: 2,000 shares (about $219.28K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BRK.B Berkshire Hathaway	$16,844,400		0.0%	31,628	8.5%	Finance
MSFT Microsoft	$11,938,903		0.0%	31,804	6.0%	Computer and Technology
XOM Exxon Mobil	$9,996,423		0.0%	84,053	5.0%	Energy
V Visa	$9,332,749		0.0%	26,630	4.7%	Business Services
ADP Automatic Data Processing	$6,843,872		0.0%	22,400	3.4%	Business Services
AAPL Apple	$6,664,344		0.0%	30,002	3.3%	Computer and Technology
CAT Caterpillar	$6,431,100		0.0%	19,500	3.2%	Industrials
MRK Merck & Co., Inc.	$6,308,602		0.0%	70,283	3.2%	Medical
JNJ Johnson & Johnson	$6,219,000	$605,316 ▼	-8.9%	37,500	3.1%	Medical
MCD McDonald's	$6,184,926		0.0%	19,800	3.1%	Retail/Wholesale
MA Mastercard	$6,106,056		0.0%	11,140	3.1%	Business Services
GOOGL Alphabet	$5,941,578	$309,280 ▲	5.5%	38,422	3.0%	Computer and Technology
ABBV AbbVie	$5,154,192		0.0%	24,600	2.6%	Medical
CB Chubb	$4,881,668		0.0%	16,165	2.4%	Finance
AVGO Broadcom	$4,813,612		0.0%	28,750	2.4%	Computer and Technology
BAC Bank of America	$4,473,372	$417,300 ▼	-8.5%	107,198	2.2%	Finance
ABT Abbott Laboratories	$4,350,920		0.0%	32,800	2.2%	Medical
PG Procter & Gamble	$4,307,195		0.0%	25,274	2.2%	Consumer Staples
SYK Stryker	$4,260,401		0.0%	11,445	2.1%	Medical
INTU Intuit	$4,021,634	$1,074,482 ▲	36.5%	6,550	2.0%	Computer and Technology
JPM JPMorgan Chase & Co.	$3,618,420	$73,590 ▼	-2.0%	14,751	1.8%	Finance
PEP PepsiCo	$3,433,626		0.0%	22,900	1.7%	Consumer Staples
QCOM QUALCOMM	$3,256,532		0.0%	21,200	1.6%	Computer and Technology
CHD Church & Dwight	$3,241,049		0.0%	29,440	1.6%	Consumer Staples
ADI Analog Devices	$2,408,746		0.0%	11,944	1.2%	Computer and Technology
LMT Lockheed Martin	$2,349,694		0.0%	5,260	1.2%	Aerospace
AMT American Tower	$2,004,096		0.0%	9,210	1.0%	Finance
PH Parker-Hannifin	$1,884,335		0.0%	3,100	0.9%	Industrials
DHR Danaher	$1,814,250		0.0%	8,850	0.9%	Medical
CL Colgate-Palmolive	$1,517,940	$187,400 ▼	-11.0%	16,200	0.8%	Consumer Staples
EOG EOG Resources	$1,506,820		0.0%	11,750	0.8%	Energy
NVS Novartis	$1,426,944		0.0%	12,800	0.7%	Medical
ORCL Oracle	$1,370,138		0.0%	9,800	0.7%	Computer and Technology
UNP Union Pacific	$1,328,850		0.0%	5,625	0.7%	Transportation
PCAR PACCAR	$1,297,942		0.0%	13,330	0.7%	Auto/Tires/Trucks
AMGN Amgen	$1,246,200		0.0%	4,000	0.6%	Medical
PFE Pfizer	$1,244,270		0.0%	49,103	0.6%	Medical
PPG PPG Industries	$1,188,853	$218,700 ▼	-15.5%	10,872	0.6%	Basic Materials
TMO Thermo Fisher Scientific	$1,102,184		0.0%	2,215	0.6%	Medical
IBM International Business Machines	$891,197		0.0%	3,584	0.4%	Computer and Technology
ADBE Adobe	$882,119		0.0%	2,300	0.4%	Computer and Technology
PAYC Paycom Software	$873,920		0.0%	4,000	0.4%	Computer and Technology
LNC Lincoln National	$861,480		0.0%	23,990	0.4%	Finance
GWW W.W. Grainger	$790,264		0.0%	800	0.4%	Industrials
GE General Electric	$787,790		0.0%	3,936	0.4%	Transportation
MMM 3M	$787,169	$146,860 ▼	-15.7%	5,360	0.4%	Multi-Sector Conglomerates
GLW Corning	$778,260		0.0%	17,000	0.4%	Computer and Technology
UL Unilever	$774,150		0.0%	13,000	0.4%	Consumer Staples
WFC Wells Fargo & Company	$755,159	$358,950 ▼	-32.2%	10,519	0.4%	Finance
AMZN Amazon.com	$749,624		0.0%	3,940	0.4%	Retail/Wholesale
BKNG Booking	$691,036	$691,036 ▲	New Holding	150	0.3%	Retail/Wholesale
CVX Chevron	$669,160		0.0%	4,000	0.3%	Energy
COSTCO WHOLESALE CORP COM	$662,046		0.0%	700	0.3%	COM
NVDA NVIDIA	$650,280		0.0%	6,000	0.3%	Computer and Technology
CMCSA Comcast	$618,886		0.0%	16,772	0.3%	Consumer Discretionary
PM Philip Morris International	$606,348		0.0%	3,820	0.3%	Consumer Staples
VZ Verizon Communications	$598,615		0.0%	13,197	0.3%	Computer and Technology
CMS CMS Energy	$585,858		0.0%	7,800	0.3%	Utilities
NESTLE S A SPONSORED ADR	$585,672		0.0%	5,800	0.3%	COM
META Meta Platforms	$576,360		0.0%	1,000	0.3%	Computer and Technology
FI Fiserv	$474,784		0.0%	2,150	0.2%	Business Services
MSCI MSCI	$458,055		0.0%	810	0.2%	Finance
HD Home Depot	$448,950		0.0%	1,225	0.2%	Retail/Wholesale
ATR AptarGroup	$445,140		0.0%	3,000	0.2%	Industrials
ROP Roper Technologies	$442,185		0.0%	750	0.2%	Computer and Technology
AMAT Applied Materials	$435,360		0.0%	3,000	0.2%	Computer and Technology
EMR Emerson Electric	$416,632	$219,280 ▼	-34.5%	3,800	0.2%	Industrials
AXP American Express	$410,301		0.0%	1,525	0.2%	Finance
BLK BlackRock	$378,592		0.0%	400	0.2%	Finance
LINDE PLC	$372,512		0.0%	800	0.2%	COM
SPGI S&P Global	$355,670		0.0%	700	0.2%	Business Services
ICE Intercontinental Exchange	$345,000		0.0%	2,000	0.2%	Finance
SHW Sherwin-Williams	$314,271		0.0%	900	0.2%	Basic Materials
WEX WEX	$314,040	$53,387 ▼	-14.5%	2,000	0.2%	Business Services
NXPI NXP Semiconductors	$313,599		0.0%	1,650	0.2%	Computer and Technology
WSO Watsco	$304,980		0.0%	600	0.2%	Construction
SYY Sysco	$300,160		0.0%	4,000	0.2%	Consumer Staples
PYPL PayPal	$274,050	$137,025 ▼	-33.3%	4,200	0.1%	Computer and Technology
APPLOVIN CORP A	$264,970		0.0%	1,000	0.1%	COM CL A
ZBH Zimmer Biomet	$260,314		0.0%	2,300	0.1%	Medical
HKHHF Heineken	$251,498	$72,270 ▲	40.3%	3,480	0.1%	Consumer Defensive
AFL Aflac	$244,618		0.0%	2,200	0.1%	Finance
GE VERNOVA INC	$243,002	$57,087 ▼	-19.0%	796	0.1%	COM
EL Estée Lauder Companies	$231,000		0.0%	3,500	0.1%	Consumer Staples
TXN Texas Instruments	$224,625		0.0%	1,250	0.1%	Computer and Technology
ECL Ecolab	$202,816		0.0%	800	0.1%	Basic Materials
ASML ASML	$198,789		0.0%	300	0.1%	Computer and Technology
JARDINE MATHESON HOLDINGS LTD ORD	$190,620	$124,538 ▲	188.5%	4,500	0.1%	COM
T AT&T	$189,504		0.0%	6,701	0.1%	Computer and Technology
COP ConocoPhillips	$157,530		0.0%	1,500	0.1%	Energy
CISCO SYSTEMS INC COM	$148,104		0.0%	2,400	0.1%	COM
SHEL Shell	$146,560		0.0%	2,000	0.1%	Energy
FRFHF Fairfax Financial	$144,725		0.0%	100	0.1%	Finance
BF.A Brown-Forman	$139,235		0.0%	4,160	0.1%	Consumer Staples
APD Air Products and Chemicals	$132,714		0.0%	450	0.1%	Basic Materials
HDB HDFC Bank	$102,982		0.0%	1,550	0.1%	Finance
ITW Illinois Tool Works	$99,404		0.0%	400	0.0%	Industrials
BHP BHP Group	$97,080		0.0%	2,000	0.0%	Basic Materials
AEGON LTD-NY REG SHR	$96,840		0.0%	14,695	0.0%	COM
NKE NIKE	$95,220		0.0%	1,500	0.0%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Boit C F David Top Holdings and 13F Report (2025)

About Boit C F David

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Boit C F David Top Holdings and 13F Report (2025)

About Boit C F David

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBoit C F David

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools