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

About Boit C F David

Investment Activity

Boit C F David has $246.04 million in total holdings as of December 31, 2024.
Boit C F David owns shares of 128 different stocks, but just 26 companies or ETFs make up 80% of its holdings.
Approximately 0.33% of the portfolio was purchased this quarter.
About 1.05% of the portfolio was sold this quarter.
This quarter, Boit C F David has purchased 130 new stocks and bought additional shares in 4 stocks.
Boit C F David sold shares of 6 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Home Depot: $47,651,275
Berkshire Hathaway: $14,336,339
Microsoft: $13,405,386
Exxon Mobil: $9,041,581
Visa: $8,416,145

Largest New Holdings this Quarter

NESTLE S A SPONSORED ADR: $479,230 Holding
Vodafone Group Public: $13,363 Holding

Largest Purchases this Quarter

NESTLE S A SPONSORED ADR: 5,800 shares (about $479.23K)
Alphabet: 700 shares (about $132.51K)
JARDINE MATHESON HOLDINGS LTD ORD: 2,940 shares (about $120.45K)
Microsoft: 100 shares (about $42.15K)
Apple: 100 shares (about $25.04K)

Largest Sales this Quarter

Caterpillar: 1,900 shares (about $689.24K)
Exxon Mobil: 5,200 shares (about $559.36K)
Colgate-Palmolive: 2,400 shares (about $218.18K)
VERALTO CORP: 733 shares (about $74.66K)
Fortive: 750 shares (about $56.25K)

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
HD Home Depot	$47,651,275		0.0%	1,225	19.4%	Retail/Wholesale
BRK.B Berkshire Hathaway	$14,336,339	$45,328 ▼	-0.3%	31,628	5.8%	Finance
MSFT Microsoft	$13,405,386	$42,150 ▲	0.3%	31,804	5.4%	Computer and Technology
XOM Exxon Mobil	$9,041,581	$559,364 ▼	-5.8%	84,053	3.7%	Oils/Energy
V Visa	$8,416,145		0.0%	26,630	3.4%	Business Services
AAPL Apple	$7,513,100	$25,042 ▲	0.3%	30,002	3.1%	Computer and Technology
CAT Caterpillar	$7,073,820	$689,244 ▼	-8.9%	19,500	2.9%	Industrial Products
MRK Merck & Co., Inc.	$6,991,752		0.0%	70,283	2.8%	Medical
GOOGL Alphabet	$6,894,684	$132,510 ▲	2.0%	36,422	2.8%	Computer and Technology
AVGO Broadcom	$6,665,400		0.0%	28,750	2.7%	Computer and Technology
ADP Automatic Data Processing	$6,557,152		0.0%	22,400	2.7%	Business Services
JNJ Johnson & Johnson	$5,951,113		0.0%	41,150	2.4%	Medical
MA Mastercard	$5,865,989		0.0%	11,140	2.4%	Business Services
MCD McDonald's	$5,739,822		0.0%	19,800	2.3%	Retail/Wholesale
BAC Bank of America	$5,150,852		0.0%	117,198	2.1%	Finance
CB Chubb	$4,466,389		0.0%	16,165	1.8%	Finance
ABBV AbbVie	$4,371,420		0.0%	24,600	1.8%	Medical
PG Procter & Gamble	$4,237,186		0.0%	25,274	1.7%	Consumer Staples
SYK Stryker	$4,120,772		0.0%	11,445	1.7%	Medical
ABT Abbott Laboratories	$3,710,008		0.0%	32,800	1.5%	Medical
JPM JPMorgan Chase & Co.	$3,607,875		0.0%	15,051	1.5%	Finance
PEP PepsiCo	$3,482,174		0.0%	22,900	1.4%	Consumer Staples
QCOM QUALCOMM	$3,256,744		0.0%	21,200	1.3%	Computer and Technology
CHD Church & Dwight	$3,082,662		0.0%	29,440	1.3%	Consumer Staples
INTU Intuit	$3,016,800		0.0%	4,800	1.2%	Computer and Technology
LMT Lockheed Martin	$2,556,044		0.0%	5,260	1.0%	Aerospace
ADI Analog Devices	$2,537,622		0.0%	11,944	1.0%	Computer and Technology
DHR Danaher	$2,031,517		0.0%	8,850	0.8%	Multi-Sector Conglomerates
PH Parker-Hannifin	$1,971,693		0.0%	3,100	0.8%	Industrial Products
AMT American Tower	$1,689,206		0.0%	9,210	0.7%	Finance
CL Colgate-Palmolive	$1,654,562	$218,184 ▼	-11.7%	18,200	0.7%	Consumer Staples
ORCL Oracle	$1,633,072		0.0%	9,800	0.7%	Computer and Technology
PPG PPG Industries	$1,537,560		0.0%	12,872	0.6%	Basic Materials
EOG EOG Resources	$1,440,315		0.0%	11,750	0.6%	Oils/Energy
PCAR PACCAR	$1,386,586		0.0%	13,330	0.6%	Auto/Tires/Trucks
PFE Pfizer	$1,302,702		0.0%	49,103	0.5%	Medical
UNP Union Pacific	$1,282,725		0.0%	5,625	0.5%	Transportation
NVS Novartis	$1,245,568		0.0%	12,800	0.5%	Medical
TMO Thermo Fisher Scientific	$1,152,309		0.0%	2,215	0.5%	Medical
WFC Wells Fargo & Company	$1,090,054		0.0%	15,519	0.4%	Finance
AMGN Amgen	$1,042,560		0.0%	4,000	0.4%	Medical
ADBE Adobe	$1,022,764		0.0%	2,300	0.4%	Computer and Technology
AMZN Amazon.com	$864,396		0.0%	3,940	0.4%	Retail/Wholesale
GWW W.W. Grainger	$843,240		0.0%	800	0.3%	Industrial Products
MMM 3M	$821,012		0.0%	6,360	0.3%	Multi-Sector Conglomerates
PAYC Paycom Software	$819,880		0.0%	4,000	0.3%	Computer and Technology
GLW Corning	$807,840		0.0%	17,000	0.3%	Computer and Technology
NVDA NVIDIA	$805,740		0.0%	6,000	0.3%	Computer and Technology
IBM International Business Machines	$787,870		0.0%	3,584	0.3%	Computer and Technology
LNC Lincoln National	$760,722		0.0%	23,990	0.3%	Finance
UL Unilever	$737,100		0.0%	13,000	0.3%	Consumer Staples
EMR Emerson Electric	$718,794		0.0%	5,800	0.3%	Industrial Products
GE General Electric	$656,485		0.0%	3,936	0.3%	Transportation
COSTCO WHOLESALE CORP COM	$641,389		0.0%	700	0.3%	COM
CMCSA Comcast	$629,453		0.0%	16,772	0.3%	Consumer Discretionary
DIS Walt Disney	$601,290		0.0%	5,400	0.2%	Consumer Discretionary
META Meta Platforms	$585,510		0.0%	1,000	0.2%	Computer and Technology
CVX Chevron	$579,360		0.0%	4,000	0.2%	Oils/Energy
PYPL PayPal	$537,705		0.0%	6,300	0.2%	Computer and Technology
VZ Verizon Communications	$527,748		0.0%	13,197	0.2%	Computer and Technology
CMS CMS Energy	$519,870		0.0%	7,800	0.2%	Utilities
AMAT Applied Materials	$487,890		0.0%	3,000	0.2%	Computer and Technology
MSCI MSCI	$486,008		0.0%	810	0.2%	Finance
NESTLE S A SPONSORED ADR	$479,230	$479,230 ▲	New Holding	5,800	0.2%	COM
ATR AptarGroup	$471,300		0.0%	3,000	0.2%	Industrial Products
PM Philip Morris International	$459,737		0.0%	3,820	0.2%	Consumer Staples
AXP American Express	$452,604		0.0%	1,525	0.2%	Finance
FI Fiserv	$441,653		0.0%	2,150	0.2%	Business Services
WEX WEX	$410,248		0.0%	2,340	0.2%	Business Services
BLK BlackRock	$410,044		0.0%	400	0.2%	Finance
ROP Roper Technologies	$389,887		0.0%	750	0.2%	Computer and Technology
SPGI S&P Global	$348,621		0.0%	700	0.1%	Business Services
NXPI NXP Semiconductors	$342,952		0.0%	1,650	0.1%	Computer and Technology
LINDE PLC	$334,936		0.0%	800	0.1%	COM
APPLOVIN CORP A	$323,830		0.0%	1,000	0.1%	COM CL A
GE VERNOVA INC	$323,338		0.0%	983	0.1%	COM
SHW Sherwin-Williams	$305,937		0.0%	900	0.1%	Basic Materials
SYY Sysco	$305,840		0.0%	4,000	0.1%	Consumer Staples
ICE Intercontinental Exchange	$298,020		0.0%	2,000	0.1%	Finance
WSO Watsco	$284,334		0.0%	600	0.1%	Construction
EL Estée Lauder Companies	$262,430		0.0%	3,500	0.1%	Consumer Staples
ZBH Zimmer Biomet	$242,949		0.0%	2,300	0.1%	Medical
TXN Texas Instruments	$234,387		0.0%	1,250	0.1%	Computer and Technology
AFL Aflac	$227,568		0.0%	2,200	0.1%	Finance
ASML ASML	$207,924		0.0%	300	0.1%	Computer and Technology
ECL Ecolab	$187,456		0.0%	800	0.1%	Basic Materials
JARDINE MATHESON HOLDINGS LTD ORD	$184,365	$120,452 ▲	188.5%	4,500	0.1%	COM
BF.A Brown-Forman	$156,790		0.0%	4,160	0.1%	Consumer Staples
T AT&T	$152,581		0.0%	6,701	0.1%	Computer and Technology
COP ConocoPhillips	$148,755		0.0%	1,500	0.1%	Oils/Energy
HKHHF Heineken	$148,471		0.0%	2,480	0.1%	Consumer Defensive
CISCO SYSTEMS INC COM	$142,080		0.0%	2,400	0.1%	COM
FRFHF Fairfax Financial	$138,976		0.0%	100	0.1%	Finance
APD Air Products and Chemicals	$130,518		0.0%	450	0.1%	Basic Materials
SHEL Shell	$125,300		0.0%	2,000	0.1%	Oils/Energy
NKE NIKE	$113,505		0.0%	1,500	0.0%	Consumer Discretionary
ALGN Align Technology	$104,255		0.0%	500	0.0%	Medical
ITW Illinois Tool Works	$101,424		0.0%	400	0.0%	Industrial Products
HDB HDFC Bank	$98,983		0.0%	1,550	0.0%	Finance
BHP BHP Group	$97,660		0.0%	2,000	0.0%	Basic Materials

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

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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