Boit C F David

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 8, 2025), Boit C F David reported 127 stock positions worth $199.3 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 8.5% of the portfolio, followed by Microsoft (MSFT, 6.0%) and Exxon Mobil (XOM, 5.0%). Compared with Q4 2024, it opened 2 new positions, sold out of 1, added to 3 and reduced 14. The biggest buy was Intuit (INTU, shares +36%) and the biggest sale Bank of America (BAC, shares −9%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001308331
Portfolio Value
$199.3M (Q1 2025)
SEC Filing
0001308331-25-000003 ↗ filed Apr 8, 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 Q4 2024 Q1 2025: $199.3M $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 127 stocks · $199.3M
BRK.B Berkshire Hathaway Inc. Class B 8.45% 31,628 $16.8M No change
MSFT Microsoft Corp. 5.99% 31,804 $11.9M No change
XOM Exxon Mobil Corp. 5.02% 84,053 $10.0M No change
V Visa Inc. Class A 4.68% 26,630 $9.3M No change
ADP Automatic Data Processing 3.43% 22,400 $6.8M No change
AAPL Apple Inc. 3.34% 30,002 $6.7M No change
CAT Caterpillar Inc. 3.23% 19,500 $6.4M No change
MRK Merck & Co. Inc. 3.17% 70,283 $6.3M No change
JNJ Johnson & Johnson 3.12% 37,500 $6.2M Reduce -8.9%
MCD McDonald's Corp. 3.10% 19,800 $6.2M No change
MA Mastercard Inc. Class A 3.06% 11,140 $6.1M No change
GOOGL Alphabet Inc. Class A 2.98% 38,422 $5.9M Add +5.5%
ABBV Abbvie Inc. 2.59% 24,600 $5.2M No change
CB Chubb Ltd. 2.45% 16,165 $4.9M No change
AVGO Broadcom Inc. 2.42% 28,750 $4.8M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 2.25% 107,198 $4.5M Reduce -8.5%
ABT Abbott Laboratories 2.18% 32,800 $4.4M No change
PG The Procter & Gamble Co. 2.16% 25,274 $4.3M No change
SYK Stryker Corp. 2.14% 11,445 $4.3M No change
INTU Intuit Inc. 2.02% 6,550 $4.0M Add +36.5%
JPM JPMorgan Chase & Co. 1.82% 14,751 $3.6M Reduce -2.0%
PEP Pepsico Inc. 1.72% 22,900 $3.4M No change
QCOM Qualcomm Inc. 1.63% 21,200 $3.3M No change
CHD Church & Dwight Co. Inc. 1.63% 29,440 $3.2M No change
ADI Analog Devices Inc. 1.21% 11,944 $2.4M No change
LMT Lockheed Martin Corp. 1.18% 5,260 $2.3M No change
AMT American Tower Corp. 1.01% 9,210 $2.0M No change
PH Parker Hannifin Corp. 0.95% 3,100 $1.9M No change
DHR Danaher Corp. 0.91% 8,850 $1.8M No change
CL Colgate-Palmolive Co. 0.76% 16,200 $1.5M Reduce -11.0%
EOG EOG Resources Inc. 0.76% 11,750 $1.5M No change
NVS Novartis AG-Sponsored ADR 0.72% 12,800 $1.4M No change
ORCL Oracle Corp. 0.69% 9,800 $1.4M No change
UNP Union Pacific Corp. 0.67% 5,625 $1.3M No change
PCAR Paccar Inc. 0.65% 13,330 $1.3M No change
AMGN Amgen Inc. 0.63% 4,000 $1.2M No change
PFE Pfizer Inc. 0.62% 49,103 $1.2M No change
PPG PPG Industries Inc. 0.60% 10,872 $1.2M Reduce -15.5%
TMO Thermo Fisher Scientific Inc. 0.55% 2,215 $1.1M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.45% 3,584 $891K No change
ADBE Adobe Inc. 0.44% 2,300 $882K No change
PAYC Paycom Software Inc. 0.44% 4,000 $874K No change
LNC Lincoln National Corp. 0.43% 23,990 $861K No change
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.40% 800 $790K No change
GE General Electric filed as GE AEROSPACE 0.40% 3,936 $788K No change
MMM 3M Co. 0.40% 5,360 $787K Reduce -15.7%
GLW Corning Inc. 0.39% 17,000 $778K No change
UL Unilever PLC 0.39% 13,000 $774K No change
WFC Wells Fargo & Co. 0.38% 10,519 $755K Reduce -32.2%
AMZN Amazon.com Inc. 0.38% 3,940 $750K No change
BKNG Booking Holdings Inc. 0.35% 150 $691K New
CVX Chevron Corp. 0.34% 4,000 $669K No change
COST Costco Wholesale Corp. 0.33% 700 $662K No change
NVDA Nvidia Corp. 0.33% 6,000 $650K No change
CMCSA Comcast Corp. Class A 0.31% 16,772 $619K No change
PM Philip Morris International 0.30% 3,820 $606K No change
VZ Verizon Communications Inc. 0.30% 13,197 $599K No change
CMS CMS Energy Corp. 0.29% 7,800 $586K No change
NESAY Nestle SPA -Spons ADR (bpc) 0.29% 5,800 $586K No change
META Meta Platforms Inc. Class A 0.29% 1,000 $576K No change
FISV Fiserv Inc. 0.24% 2,150 $475K No change
MSCI MSCI Inc. 0.23% 810 $458K No change
HD Home Depot Inc. 0.23% 1,225 $449K No change
ATR Aptargroup Inc. 0.22% 3,000 $445K No change
ROP Roper Technologies Inc. 0.22% 750 $442K No change
AMAT Applied Materials Inc. 0.22% 3,000 $435K No change
EMR Emerson Electric Co. 0.21% 3,800 $417K Reduce -34.5%
AXP American Express Co. 0.21% 1,525 $410K No change
BLK BlackRock Finance Inc. 0.19% 400 $379K No change
LIN Linde PLC 0.19% 800 $373K No change
SPGI S&P Global Inc. 0.18% 700 $356K No change
ICE Intercontinental Exchange Inc. 0.17% 2,000 $345K No change
SHW The Sherwin-Williams Co. 0.16% 900 $314K No change
WEX Wex Inc. 0.16% 2,000 $314K Reduce -14.5%
NXPI NXP Semiconductors NV 0.16% 1,650 $314K No change
WSO Watsco Inc. 0.15% 600 $305K No change
SYY Sysco Corp. 0.15% 4,000 $300K No change
PYPL PayPal Holdings Inc. 0.14% 4,200 $274K Reduce -33.3%
APP AppLovin Corp. Class A 0.13% 1,000 $265K No change
ZBH Zimmer Biomet Holdings Inc. 0.13% 2,300 $260K No change
JARLF Jardine Matheson Holdings 0.13% 6,060 $257K No change
HKHHF Heineken Holding NV 0.13% 3,480 $251K Add +40.3%
AFL Aflac Inc. 0.12% 2,200 $245K No change
GEV GE Vernova Inc. 0.12% 796 $243K Reduce -19.0%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.12% 3,500 $231K No change
TXN Texas Instruments Inc. 0.11% 1,250 $225K No change
ECL Ecolab Inc. 0.10% 800 $203K No change
ASML ASML Holding NV-NY Reg SHS 0.10% 300 $199K No change
T AT&T Inc. 0.10% 6,701 $190K No change
COP Conocophillips 0.08% 1,500 $158K No change
CSCO Cisco Systems Inc. Com 0.07% 2,400 $148K No change
SHEL Shell PLC-ADR 0.07% 2,000 $147K No change
FRFHF Fairfax Financial Hldgs Ltd. 0.07% 100 $145K No change
BF.A Brown-Forman Corp. Class A 0.07% 4,160 $139K No change
APD Air Products & Chemicals Inc. 0.07% 450 $133K No change
HDB HDFC Bank Ltd.-ADR 0.05% 1,550 $103K No change
ITW Illinois Tool Works 0.05% 400 $99K No change
BHP BHP Group Ltd.-Spon ADR 0.05% 2,000 $97K No change
AEG Aegon Ltd.-NY Reg SHR 0.05% 14,695 $97K No change
NKE Nike Inc. Class B 0.05% 1,500 $95K No change

Show all 127 holdings

Portfolio Sells Q4 2024 → Q1 2025
BAC Bank of America Corp. Reduce -8.5% 2.25% −0.35
DIS The Walt Disney Co. Reduce -92.6% 0.02% −0.28
PPG PPG Industries Inc. Reduce -15.5% 0.60% −0.18
WFC Wells Fargo & Co. Reduce -32.2% 0.38% −0.17
EMR Emerson Electric Co. Reduce -34.5% 0.21% −0.15
PYPL PayPal Holdings Inc. Reduce -33.3% 0.14% −0.13
CL Colgate-Palmolive Co. Reduce -11.0% 0.76% −0.07
WEX Wex Inc. Reduce -14.5% 0.16% −0.05
GEV GE Vernova Inc. Reduce -19.0% 0.12% −0.04
VLTO Veralto Corp. Reduce -68.5% 0.01% −0.02
MMM 3M Co. Reduce -15.7% 0.40% −0.02
FTV Fortive Corp. Reduce -50.0% 0.01% −0.01
ZION Zions Bancorp NA Sold out 0.00% −0.01
JPM JPMorgan Chase & Co. Reduce -2.0% 1.82% +0.00
JNJ Johnson & Johnson Reduce -8.9% 3.12% +0.13

Portfolio Buys Q4 2024 → Q1 2025
INTU Intuit Inc. Add +36.5% 2.02% +0.50
BKNG Booking Holdings Inc. New 0.35% +0.35
HKHHF Heineken Holding NV Add +40.3% 0.13% +0.05
UBER Uber Technologies Inc. New 0.04% +0.04
GOOGL Alphabet Inc. Class A Add +5.5% 2.98% −0.49

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