Boit C F David 13F Holdings

CIK 0001308331 · BOSTON, MA

As of Sep 30, 2025, Boit C F David reported 117 positions worth $221.0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology31,804 6.5M7.45%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services31,628 5.9M7.19%
EXXON MOBIL CORPXOMEnergy84,053$9.5M4.29%
ALPHABET INCGOOGLEquity38,422$9.3M4.23%
CATERPILLAR INCCATIndustrials19,500$9.3M4.21%
BROADCOM INCAVGOTechnology27,750$9.2M4.14%
VISA INC-CLASS A SHARESVFinancial Services26,630$9.1M4.11%
APPLE INCAAPLTechnology30,002$7.6M3.46%
JOHNSON & JOHNSONJNJHealthcare37,500$7.0M3.15%
AUTOMATIC DATA PROCESSING INCADPIndustrials22,400$6.6M2.97%
MASTERCARD INCMAFinancial Services11,140$6.3M2.87%
MCDONALDS CORPMCDConsumer Cyclical19,800$6.0M2.72%
MERCK & CO INCMRKHealthcare70,283$5.9M2.67%
ABBVIE INCABBVEquity24,600$5.7M2.58%
BANK OF AMERICA CORPBACFinancial Services107,198$5.5M2.50%
INTUIT INCINTUTechnology7,850$5.4M2.43%
JPMORGAN CHASE & COJPMFinancial Services14,751$4.7M2.11%
CHUBB LTDCBFinancial Services16,165$4.6M2.06%
ABBOTT LABORATORIESABTHealthcare32,800$4.4M1.99%
STRYKER CORPSYKHealthcare11,645$4.3M1.95%
PROCTER & GAMBLE COPGConsumer Defensive25,274$3.9M1.76%
QUALCOMM INCQCOMTechnology21,200$3.5M1.60%
PEPSICO INCPEPConsumer Defensive22,900$3.2M1.46%
ANALOG DEVICES INCADITechnology11,944$2.9M1.33%
ORACLE CORPORCLTechnology9,800$2.8M1.25%