Boit C F David

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 24, 2025), Boit C F David reported 126 stock positions worth $198.9 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 7.2% of the portfolio, followed by Microsoft (MSFT, 6.7%) and Exxon Mobil (XOM, 4.5%). Compared with Q3 2024, it opened 2 new positions, sold out of 4, added to 4 and reduced 6. The biggest buy was Alphabet Class A (GOOGL, shares +2%) and the biggest sale Exxon Mobil (XOM, shares −6%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001308331
Portfolio Value
$198.9M (Q4 2024)
SEC Filing
0001308331-25-000002 ↗ filed Jan 24, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $183.0M Q1 2024 Q2 2024: $191.9M Q2 2024 Q3 2024: $202.5M Q3 2024 Q4 2024: $198.9M $198.9M Q4 2024 Q1 2025: $199.3M Q1 2025 Q2 2025: $207.9M Q2 2025 Q3 2025: $221.0M Q3 2025 Q4 2025: $231.4M Q4 2025 Q1 2026: $225.3M Q1 2026 Q2 2026: $237.6M Q2 2026

Holdings 126 stocks · $198.9M
BRK.B Berkshire Hathaway Inc. Class B 7.21% 31,628 $14.3M Reduce -0.3%
MSFT Microsoft Corp. 6.74% 31,804 $13.4M Add +0.3%
XOM Exxon Mobil Corp. 4.55% 84,053 $9.0M Reduce -5.8%
V Visa Inc. Class A 4.23% 26,630 $8.4M No change
AAPL Apple Inc. 3.78% 30,002 $7.5M Add +0.3%
CAT Caterpillar Inc. 3.56% 19,500 $7.1M Reduce -8.9%
MRK Merck & Co. Inc. 3.52% 70,283 $7.0M No change
GOOGL Alphabet Inc. Class A 3.47% 36,422 $6.9M Add +2.0%
AVGO Broadcom Inc. 3.35% 28,750 $6.7M No change
ADP Automatic Data Processing 3.30% 22,400 $6.6M No change
JNJ Johnson & Johnson 2.99% 41,150 $6.0M No change
MA Mastercard Inc. Class A 2.95% 11,140 $5.9M No change
MCD McDonald's Corp. 2.89% 19,800 $5.7M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 2.59% 117,198 $5.2M No change
CB Chubb Ltd. 2.25% 16,165 $4.5M No change
ABBV Abbvie Inc. 2.20% 24,600 $4.4M No change
PG The Procter & Gamble Co. 2.13% 25,274 $4.2M No change
SYK Stryker Corp. 2.07% 11,445 $4.1M No change
ABT Abbott Laboratories 1.87% 32,800 $3.7M No change
JPM JPMorgan Chase & Co. 1.81% 15,051 $3.6M No change
PEP Pepsico Inc. 1.75% 22,900 $3.5M No change
QCOM Qualcomm Inc. 1.64% 21,200 $3.3M No change
CHD Church & Dwight Co. Inc. 1.55% 29,440 $3.1M No change
INTU Intuit Inc. 1.52% 4,800 $3.0M No change
LMT Lockheed Martin Corp. 1.29% 5,260 $2.6M No change
ADI Analog Devices Inc. 1.28% 11,944 $2.5M No change
DHR Danaher Corp. 1.02% 8,850 $2.0M No change
PH Parker Hannifin Corp. 0.99% 3,100 $2.0M No change
AMT American Tower Corp. 0.85% 9,210 $1.7M No change
CL Colgate-Palmolive Co. 0.83% 18,200 $1.7M Reduce -11.7%
ORCL Oracle Corp. 0.82% 9,800 $1.6M No change
PPG PPG Industries Inc. 0.77% 12,872 $1.5M No change
EOG EOG Resources Inc. 0.72% 11,750 $1.4M No change
PCAR Paccar Inc. 0.70% 13,330 $1.4M No change
PFE Pfizer Inc. 0.66% 49,103 $1.3M No change
UNP Union Pacific Corp. 0.65% 5,625 $1.3M No change
NVS Novartis AG-Sponsored ADR 0.63% 12,800 $1.2M No change
TMO Thermo Fisher Scientific Inc. 0.58% 2,215 $1.2M No change
WFC Wells Fargo & Co. 0.55% 15,519 $1.1M No change
AMGN Amgen Inc. 0.52% 4,000 $1.0M No change
ADBE Adobe Inc. 0.51% 2,300 $1.0M No change
AMZN Amazon.com Inc. 0.43% 3,940 $864K No change
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.42% 800 $843K No change
MMM 3M Co. 0.41% 6,360 $821K No change
PAYC Paycom Software Inc. 0.41% 4,000 $820K No change
GLW Corning Inc. 0.41% 17,000 $808K No change
NVDA Nvidia Corp. 0.41% 6,000 $806K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.40% 3,584 $788K No change
LNC Lincoln National Corp. 0.38% 23,990 $761K No change
UL Unilever PLC 0.37% 13,000 $737K No change
EMR Emerson Electric Co. 0.36% 5,800 $719K No change
GE General Electric filed as GE AEROSPACE 0.33% 3,936 $656K No change
COST Costco Wholesale Corp. 0.32% 700 $641K No change
CMCSA Comcast Corp. Class A 0.32% 16,772 $629K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.30% 5,400 $601K No change
META Meta Platforms Inc. Class A 0.29% 1,000 $586K No change
CVX Chevron Corp. 0.29% 4,000 $579K No change
PYPL PayPal Holdings Inc. 0.27% 6,300 $538K No change
VZ Verizon Communications Inc. 0.27% 13,197 $528K No change
CMS CMS Energy Corp. 0.26% 7,800 $520K No change
AMAT Applied Materials Inc. 0.25% 3,000 $488K No change
MSCI MSCI Inc. 0.24% 810 $486K No change
NESAY Nestle SPA -Spons ADR (bpc) 0.24% 5,800 $479K New
HD Home Depot Inc. 0.24% 1,225 $477K No change
ATR Aptargroup Inc. 0.24% 3,000 $471K No change
PM Philip Morris International 0.23% 3,820 $460K No change
AXP American Express Co. 0.23% 1,525 $453K No change
FISV Fiserv Inc. 0.22% 2,150 $442K No change
WEX Wex Inc. 0.21% 2,340 $410K No change
BLK BlackRock Finance Inc. 0.21% 400 $410K No change
ROP Roper Technologies Inc. 0.20% 750 $390K No change
SPGI S&P Global Inc. 0.18% 700 $349K No change
NXPI NXP Semiconductors NV 0.17% 1,650 $343K No change
LIN Linde PLC 0.17% 800 $335K No change
APP AppLovin Corp. Class A 0.16% 1,000 $324K No change
GEV GE Vernova Inc. 0.16% 983 $323K No change
SHW The Sherwin-Williams Co. 0.15% 900 $306K No change
SYY Sysco Corp. 0.15% 4,000 $306K No change
ICE Intercontinental Exchange Inc. 0.15% 2,000 $298K No change
WSO Watsco Inc. 0.14% 600 $284K No change
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.13% 3,500 $262K No change
JARLF Jardine Matheson Holdings 0.12% 6,060 $248K Add +288.5%
ZBH Zimmer Biomet Holdings Inc. 0.12% 2,300 $243K No change
TXN Texas Instruments Inc. 0.12% 1,250 $234K No change
AFL Aflac Inc. 0.11% 2,200 $228K No change
ASML ASML Holding NV-NY Reg SHS 0.10% 300 $208K No change
ECL Ecolab Inc. 0.09% 800 $187K No change
BF.A Brown-Forman Corp. Class A 0.08% 4,160 $157K No change
T AT&T Inc. 0.08% 6,701 $153K No change
COP Conocophillips 0.07% 1,500 $149K No change
HKHHF Heineken Holding NV 0.07% 2,480 $148K No change
CSCO Cisco Systems Inc. Com 0.07% 2,400 $142K No change
FRFHF Fairfax Financial Hldgs Ltd. 0.07% 100 $139K No change
APD Air Products & Chemicals Inc. 0.07% 450 $131K No change
SHEL Shell PLC-ADR 0.06% 2,000 $125K No change
NKE Nike Inc. Class B 0.06% 1,500 $114K No change
ALGN Align Technology Inc. 0.05% 500 $104K No change
ITW Illinois Tool Works 0.05% 400 $101K No change
HDB HDFC Bank Ltd.-ADR 0.05% 1,550 $99K No change
BHP BHP Group Ltd.-Spon ADR 0.05% 2,000 $98K No change
CEG Constellation Energy 0.04% 400 $89K No change
AEG Aegon Ltd.-NY Reg SHR 0.04% 14,695 $87K No change
NEE Nextera Energy Inc. 0.04% 1,200 $86K No change
WEC WEC Energy Group Inc. 0.04% 867 $82K No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.04% 2,000 $77K No change
VLTO Veralto Corp. 0.03% 632 $64K Reduce -53.7%
ORLY O'reilly Automotive Inc. 0.03% 50 $59K No change
BF.B Brown-Forman Corp. Class B 0.03% 1,539 $58K No change
FTV Fortive Corp. 0.02% 600 $45K Reduce -55.6%
IAC/INTERACTIVECORP filed as IAC INC 0.02% 1,000 $43K No change
SOLV Solventum Corp. 0.02% 590 $39K No change
SNAP Snap Inc. Class A 0.02% 3,500 $38K No change
LUKOY Lukoil PJSC-Spon ADR filed as PJSC LUKOIL SPONSORED ADR 0.02% 5,078 $35K No change
CARR Carrier Global Corp. 0.02% 500 $34K No change
YUMC Yum China Holdings Inc. 0.01% 320 $29K No change
TTE Totalenergies SE -Spon ADR 0.01% 480 $26K No change
ENTG Entegris Inc. 0.01% 208 $21K No change
ZION Zions Bancorp NA 0.01% 360 $20K No change
FFXDF Fairfax India Ho-Sub VTG SHS 0.01% 1,000 $16K No change
VOD Vodafone Group PLC-SP ADR 0.01% 1,574 $13K New
PAGS Pagseguro Digital Ltd. Class A 0.01% 2,000 $13K No change
GEHC GE Healthcare Technology 0.00% 62 $5K No change
OGN Organon & Co. 0.00% 177 $3K No change
INTC Intel Corp. 0.00% 108 $2K No change
KD Kyndryl Holdings Inc. 0.00% 16 $553 No change
WBD Warner Bros Discovery Inc. 0.00% 42 $444 No change

Portfolio Sells Q3 2024 → Q4 2024
XOM Exxon Mobil Corp. Reduce -5.8% 4.55% −0.79
CAT Caterpillar Inc. Reduce -8.9% 3.56% −0.61
NSRGY Nestle SA-Spons ADR Sold out 0.00% −0.29
CL Colgate-Palmolive Co. Reduce -11.7% 0.83% −0.21
JMHLY Jardine Matheson HD-Unsp ADR Sold out 0.00% −0.09
BA The Boeing Co. Sold out 0.00% −0.08
VLTO Veralto Corp. Reduce -53.7% 0.03% −0.04
FTV Fortive Corp. Reduce -55.6% 0.02% −0.03
Vodafone Group Plc Sold out 0.00% −0.01
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.3% 7.21% +0.05

Portfolio Buys Q3 2024 → Q4 2024
GOOGL Alphabet Inc. Class A Add +2.0% 3.47% +0.54
AAPL Apple Inc. Add +0.3% 3.78% +0.43
NESAY Nestle SPA -Spons ADR (bpc) New 0.24% +0.24
MSFT Microsoft Corp. Add +0.3% 6.74% +0.21
JARLF Jardine Matheson Holdings Add +288.5% 0.12% +0.09
VOD Vodafone Group PLC-SP ADR New 0.01% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 85$237.6MBRK.B, CAT, GOOGL, MSFT, XOM
Q1 2026 117$225.3MBRK.B, XOM, MSFT, CAT, GOOGL
Q4 2025 119$231.4MBRK.B, MSFT, GOOGL, CAT, XOM
Q3 2025 117$221.0MMSFT, BRK.B, XOM, GOOGL, CAT
Q2 2025 122$207.9MMSFT, BRK.B, V, XOM, AVGO
Q1 2025 127$199.3MBRK.B, MSFT, XOM, V, ADP
Q4 2024 126$198.9MBRK.B, MSFT, XOM, V, AAPL
Q3 2024 128$202.5MBRK.B, MSFT, XOM, CAT, MRK
Q2 2024 128$191.9MMSFT, BRK.B, XOM, MRK, CAT
Q1 2024 118$183.0MBRK.B, MSFT, XOM, MRK, V