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

About Boit C F David

Investment Activity

Boit C F David has $207.88 million in total holdings as of June 30, 2025.
Boit C F David owns shares of 124 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
Approximately 0.45% of the portfolio was purchased this quarter.
About 0.32% of the portfolio was sold this quarter.
This quarter, Boit C F David has purchased 129 new stocks and bought additional shares in 7 stocks.
Boit C F David sold shares of 6 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Microsoft: $15,819,628
Berkshire Hathaway: $15,363,934
Visa: $9,454,982
Exxon Mobil: $9,060,913
Broadcom: $7,924,938

Largest New Holdings this Quarter

G1151C101 - Accenture: $89,667 Holding
00183L201 - ANGI INC: $8,012 Holding

Largest Purchases this Quarter

Thermo Fisher Scientific: 500 shares (about $202.73K)
Fiserv: 1,100 shares (about $189.65K)
JARDINE MATHESON HOLDINGS LTD ORD: 2,940 shares (about $141.30K)
Amazon.com: 500 shares (about $109.70K)
Accenture: 300 shares (about $89.67K)

Largest Sales this Quarter

3M: 3,000 shares (about $456.72K)
Zimmer Biomet: 800 shares (about $72.97K)
PayPal: 600 shares (about $44.59K)
Church & Dwight: 100 shares (about $9.61K)
SOLVENTUM CORP: 90 shares (about $6.83K)

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
MSFT Microsoft	$15,819,628		0.0%	31,804	7.6%	Computer and Technology
BRK.B Berkshire Hathaway	$15,363,934		0.0%	31,628	7.4%	Finance
V Visa	$9,454,982		0.0%	26,630	4.5%	Business Services
XOM Exxon Mobil	$9,060,913		0.0%	84,053	4.4%	Energy
AVGO Broadcom	$7,924,938		0.0%	28,750	3.8%	Computer and Technology
CAT Caterpillar	$7,570,095		0.0%	19,500	3.6%	Industrials
ADP Automatic Data Processing	$6,908,160		0.0%	22,400	3.3%	Computer and Technology
GOOGL Alphabet	$6,771,109		0.0%	38,422	3.3%	Computer and Technology
MA Mastercard	$6,260,012		0.0%	11,140	3.0%	Business Services
AAPL Apple	$6,155,510		0.0%	30,002	3.0%	Computer and Technology
MCD McDonald's	$5,784,966		0.0%	19,800	2.8%	Retail/Wholesale
JNJ Johnson & Johnson	$5,728,125		0.0%	37,500	2.8%	Medical
MRK Merck & Co., Inc.	$5,563,602		0.0%	70,283	2.7%	Medical
INTU Intuit	$5,158,977		0.0%	6,550	2.5%	Computer and Technology
BAC Bank of America	$5,072,609		0.0%	107,198	2.4%	Finance
CB Chubb	$4,683,324		0.0%	16,165	2.3%	Finance
SYK Stryker	$4,607,111	$79,126 ▲	1.7%	11,645	2.2%	Medical
ABBV AbbVie	$4,566,252		0.0%	24,600	2.2%	Medical
ABT Abbott Laboratories	$4,461,128		0.0%	32,800	2.1%	Medical
JPM JPMorgan Chase & Co.	$4,276,462		0.0%	14,751	2.1%	Finance
PG Procter & Gamble	$4,026,654		0.0%	25,274	1.9%	Consumer Staples
QCOM QUALCOMM	$3,376,312		0.0%	21,200	1.6%	Computer and Technology
PEP PepsiCo	$3,023,716		0.0%	22,900	1.5%	Consumer Staples
ADI Analog Devices	$2,842,911		0.0%	11,944	1.4%	Computer and Technology
CHD Church & Dwight	$2,819,867	$9,611 ▼	-0.3%	29,340	1.4%	Consumer Staples
LMT Lockheed Martin	$2,436,116		0.0%	5,260	1.2%	Aerospace
PH Parker-Hannifin	$2,165,257		0.0%	3,100	1.0%	Industrials
ORCL Oracle	$2,142,574		0.0%	9,800	1.0%	Computer and Technology
AMT American Tower	$2,035,594		0.0%	9,210	1.0%	Finance
DHR Danaher	$1,748,229		0.0%	8,850	0.8%	Medical
NVS Novartis	$1,548,928		0.0%	12,800	0.7%	Medical
CL Colgate-Palmolive	$1,472,580		0.0%	16,200	0.7%	Consumer Staples
EOG EOG Resources	$1,405,418		0.0%	11,750	0.7%	Energy
UNP Union Pacific	$1,294,200		0.0%	5,625	0.6%	Transportation
PCAR PACCAR	$1,267,150		0.0%	13,330	0.6%	Auto/Tires/Trucks
PPG PPG Industries	$1,236,690		0.0%	10,872	0.6%	Basic Materials
PFE Pfizer	$1,190,257		0.0%	49,103	0.6%	Medical
AMGN Amgen	$1,116,840		0.0%	4,000	0.5%	Medical
TMO Thermo Fisher Scientific	$1,100,824	$202,730 ▲	22.6%	2,715	0.5%	Medical
IBM International Business Machines	$1,056,492		0.0%	3,584	0.5%	Computer and Technology
GE GE Aerospace	$1,013,087		0.0%	3,936	0.5%	Aerospace
AMZN Amazon.com	$974,092	$109,695 ▲	12.7%	4,440	0.5%	Retail/Wholesale
NVDA NVIDIA	$947,940		0.0%	6,000	0.5%	Computer and Technology
PAYC Paycom Software	$925,600		0.0%	4,000	0.4%	Computer and Technology
GLW Corning	$894,030		0.0%	17,000	0.4%	Computer and Technology
ADBE Adobe	$889,824		0.0%	2,300	0.4%	Computer and Technology
BKNG Booking	$868,386		0.0%	150	0.4%	Retail/Wholesale
WFC Wells Fargo & Company	$842,782		0.0%	10,519	0.4%	Finance
GWW W.W. Grainger	$832,192		0.0%	800	0.4%	Industrials
LNC Lincoln National	$830,054		0.0%	23,990	0.4%	Finance
UL Unilever	$795,210		0.0%	13,000	0.4%	Consumer Staples
META Meta Platforms	$738,090		0.0%	1,000	0.4%	Computer and Technology
PM Philip Morris International	$695,737		0.0%	3,820	0.3%	Consumer Staples
COSTCO WHOLESALE CORP COM	$692,958		0.0%	700	0.3%	COM
CMCSA Comcast	$598,593		0.0%	16,772	0.3%	Consumer Discretionary
NESTLE S A SPONSORED ADR	$574,391		0.0%	5,800	0.3%	COM
CVX Chevron	$572,760		0.0%	4,000	0.3%	Energy
VZ Verizon Communications	$571,034		0.0%	13,197	0.3%	Computer and Technology
FI Fiserv	$560,333	$189,651 ▲	51.2%	3,250	0.3%	Business Services
AMAT Applied Materials	$549,210		0.0%	3,000	0.3%	Computer and Technology
CMS CMS Energy	$540,384		0.0%	7,800	0.3%	Utilities
EMR Emerson Electric	$506,654		0.0%	3,800	0.2%	Industrials
ATR AptarGroup	$469,290		0.0%	3,000	0.2%	Industrials
MSCI MSCI	$467,159		0.0%	810	0.2%	Finance
HD Home Depot	$449,134		0.0%	1,225	0.2%	Retail/Wholesale
ROP Roper Technologies	$425,130		0.0%	750	0.2%	Computer and Technology
GE VERNOVA INC	$421,203		0.0%	796	0.2%	COM
BLK BlackRock	$419,700		0.0%	400	0.2%	Finance
LINDE PLC	$375,344		0.0%	800	0.2%	COM
SPGI S&P Global	$369,103		0.0%	700	0.2%	Finance
ICE Intercontinental Exchange	$366,940		0.0%	2,000	0.2%	Finance
NXPI NXP Semiconductors	$360,509		0.0%	1,650	0.2%	Computer and Technology
MMM 3M	$359,286	$456,719 ▼	-56.0%	2,360	0.2%	Multi-Sector Conglomerates
APPLOVIN CORP A	$350,080		0.0%	1,000	0.2%	COM CL A
SHW Sherwin-Williams	$309,024		0.0%	900	0.1%	Basic Materials
SYY Sysco	$302,960		0.0%	4,000	0.1%	Consumer Staples
WEX WEX	$293,780		0.0%	2,000	0.1%	Business Services
EL Estee Lauder Companies	$282,800		0.0%	3,500	0.1%	Consumer Staples
PYPL PayPal	$267,552	$44,592 ▼	-14.3%	3,600	0.1%	Business Services
WSO Watsco	$264,972		0.0%	600	0.1%	Construction
TXN Texas Instruments	$259,525		0.0%	1,250	0.1%	Computer and Technology
HKHHF Heineken	$259,014		0.0%	3,480	0.1%	Consumer Defensive
ASML ASML	$240,417		0.0%	300	0.1%	Computer and Technology
AFL Aflac	$232,012		0.0%	2,200	0.1%	Finance
JARDINE MATHESON HOLDINGS LTD ORD	$216,270	$141,296 ▲	188.5%	4,500	0.1%	COM
ECL Ecolab	$215,552		0.0%	800	0.1%	Basic Materials
T AT&T	$193,927		0.0%	6,701	0.1%	Computer and Technology
FRFHF Fairfax Financial	$180,658		0.0%	100	0.1%	Finance
CISCO SYSTEMS INC COM	$166,512		0.0%	2,400	0.1%	COM
SHEL Shell	$140,820		0.0%	2,000	0.1%	Energy
ZBH Zimmer Biomet	$136,815	$72,968 ▼	-34.8%	1,500	0.1%	Medical
COP ConocoPhillips	$134,610		0.0%	1,500	0.1%	Energy
CEG Constellation Energy	$129,104		0.0%	400	0.1%	Energy
APD Air Products and Chemicals	$126,927		0.0%	450	0.1%	Basic Materials
HDB HDFC Bank	$118,839		0.0%	1,550	0.1%	Finance
JARDINE MATHESON HOLDINGS LTD ADR	$118,228	$43,254 ▲	57.7%	2,460	0.1%	COM
BF.A Brown Forman	$114,275		0.0%	4,160	0.1%	Consumer Staples
NKE NIKE	$106,560		0.0%	1,500	0.1%	Consumer Discretionary
AEGON LTD-NY REG SHR	$106,392		0.0%	14,695	0.1%	COM
ITW Illinois Tool Works	$98,900		0.0%	400	0.0%	Industrials

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