Boit C F David

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 15, 2026), Boit C F David reported 119 stock positions worth $231.4 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 6.8% of the portfolio, followed by Microsoft (MSFT, 6.6%) and Alphabet Class A (GOOGL, 5.4%). Compared with Q3 2025, it opened 1 new position, added to 4 and reduced 5. The biggest buy was Qualcomm (QCOM, shares +1%) and the biggest sale American Tower (AMT, shares −5%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001308331
Portfolio Value
$231.4M (Q4 2025)
SEC Filing
0001308331-26-000001 ↗ filed Jan 15, 2026

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 Q1 2025 Q2 2025: $207.9M Q2 2025 Q3 2025: $221.0M Q3 2025 Q4 2025: $231.4M $231.4M Q4 2025 Q1 2026: $225.3M Q1 2026 Q2 2026: $237.6M Q2 2026

Holdings 119 stocks · $231.4M
BRK.B Berkshire Hathaway Inc. Class B 6.82% 31,628 $15.8M No change
MSFT Microsoft Corp. 6.59% 31,804 $15.2M No change
GOOGL Alphabet Inc. Class A 5.44% 38,322 $12.6M Reduce -0.3%
CAT Caterpillar Inc. 5.02% 18,800 $11.6M Reduce -3.6%
XOM Exxon Mobil Corp. 4.53% 84,053 $10.5M No change
AVGO Broadcom Inc. 4.14% 27,750 $9.6M No change
V Visa Inc. Class A 4.03% 26,630 $9.3M No change
AAPL Apple Inc. 3.36% 30,002 $7.8M No change
MRK Merck & Co. Inc. 3.36% 70,283 $7.8M No change
JNJ Johnson & Johnson 3.31% 37,500 $7.7M No change
MA Mastercard Inc. Class A 2.77% 11,140 $6.4M No change
MCD McDonald's Corp. 2.63% 19,800 $6.1M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 2.59% 107,198 $6.0M No change
ADP Automatic Data Processing 2.58% 22,400 $6.0M No change
ABBV Abbvie Inc. 2.34% 24,600 $5.4M No change
INTU Intuit Inc. 2.21% 7,900 $5.1M Add +0.6%
CB Chubb Ltd. 2.14% 16,165 $5.0M No change
JPM JPMorgan Chase & Co. 2.10% 14,751 $4.9M No change
SYK Stryker Corp. 1.85% 11,645 $4.3M No change
ABT Abbott Laboratories 1.78% 32,800 $4.1M No change
QCOM Qualcomm Inc. 1.65% 21,500 $3.8M Add +1.4%
ADI Analog Devices Inc. 1.55% 11,944 $3.6M No change
PG The Procter & Gamble Co. 1.55% 25,274 $3.6M No change
PEP Pepsico Inc. 1.38% 22,900 $3.2M No change
LMT Lockheed Martin Corp. 1.23% 5,260 $2.9M No change
PH Parker Hannifin Corp. 1.23% 3,100 $2.9M No change
DHR Danaher Corp. 0.91% 8,850 $2.1M No change
CHD Church & Dwight Co. Inc. 0.86% 23,140 $2.0M No change
ORCL Oracle Corp. 0.84% 9,800 $1.9M No change
NVS Novartis AG-Sponsored ADR 0.78% 12,800 $1.8M No change
TMO Thermo Fisher Scientific Inc. 0.73% 2,715 $1.7M No change
PCAR Paccar Inc. 0.68% 13,330 $1.6M No change
AMT American Tower Corp. 0.63% 8,710 $1.5M Reduce -5.4%
GLW Corning Inc. 0.63% 17,000 $1.4M No change
BKNG Booking Holdings Inc. 0.59% 250 $1.4M No change
CL Colgate-Palmolive Co. 0.57% 16,200 $1.3M No change
AMGN Amgen Inc. 0.56% 4,000 $1.3M No change
UNP Union Pacific Corp. 0.56% 5,625 $1.3M No change
GE General Electric filed as GE AEROSPACE 0.55% 3,936 $1.3M No change
PFE Pfizer Inc. 0.54% 49,103 $1.3M No change
EOG EOG Resources Inc. 0.53% 11,750 $1.2M No change
PPG PPG Industries Inc. 0.50% 10,872 $1.2M No change
NVDA Nvidia Corp. 0.48% 6,000 $1.1M No change
AMZN Amazon.com Inc. 0.47% 4,440 $1.1M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.47% 3,584 $1.1M No change
LNC Lincoln National Corp. 0.45% 23,990 $1.1M No change
WFC Wells Fargo & Co. 0.44% 10,519 $1.0M No change
AMAT Applied Materials Inc. 0.39% 3,000 $904K No change
GWW WW Grainger Inc. 0.36% 800 $824K No change
ADBE Adobe Inc. 0.34% 2,350 $785K Add +2.2%
UL Unilever PLC 0.32% 11,555 $742K Reduce -11.1%
META Meta Platforms Inc. Class A 0.28% 1,000 $653K No change
CVX Chevron Corp. 0.28% 4,000 $648K No change
APP AppLovin Corp. Class A 0.28% 1,000 $648K No change
COST Costco Wholesale Corp. 0.28% 700 $647K No change
PAYC Paycom Software Inc. 0.27% 4,000 $629K No change
PM Philip Morris International 0.27% 3,820 $621K No change
AXP American Express Co. 0.25% 1,525 $573K No change
EMR Emerson Electric Co. 0.24% 3,800 $548K No change
NESAY Nestle SPA -Spons ADR (bpc) 0.24% 5,800 $546K No change
CMS CMS Energy Corp. 0.24% 7,800 $546K No change
JARLF Jardine Matheson Holdings 0.22% 6,960 $520K No change
GEV GE Vernova Inc. 0.21% 796 $496K No change
VZ Verizon Communications Inc. 0.21% 11,897 $481K Reduce -9.8%
CMCSA Comcast Corp. Class A 0.21% 16,772 $476K No change
MSCI MSCI Inc. 0.20% 810 $471K No change
HD Home Depot Inc. 0.20% 1,225 $459K No change
BLK BlackRock Finance Inc. 0.19% 400 $434K No change
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.17% 3,500 $398K No change
NXPI NXP Semiconductors NV 0.17% 1,650 $398K No change
ASML ASML Holding NV-NY Reg SHS 0.17% 300 $382K No change
SPGI S&P Global Inc. 0.16% 700 $379K No change
ATR Aptargroup Inc. 0.16% 3,000 $372K No change
LIN Linde PLC 0.15% 800 $355K No change
ICE Intercontinental Exchange Inc. 0.14% 2,000 $332K No change
ROP Roper Technologies Inc. 0.14% 750 $326K No change
SHW The Sherwin-Williams Co. 0.14% 900 $318K No change
SYY Sysco Corp. 0.13% 4,000 $297K No change
FISV Fiserv Inc. 0.11% 3,750 $262K No change
HKHHF Heineken Holding NV 0.11% 3,480 $255K No change
AFL Aflac Inc. 0.10% 2,200 $240K No change
TXN Texas Instruments Inc. 0.10% 1,250 $238K No change
WSO Watsco Inc. 0.10% 600 $225K No change
MMM 3M Co. 0.10% 1,360 $225K No change
ECL Ecolab Inc. 0.09% 800 $217K No change
FRFHF Fairfax Financial Hldgs Ltd. 0.08% 100 $187K No change
CSCO Cisco Systems Inc. Com 0.08% 2,400 $177K No change
WEX Wex Inc. 0.07% 1,000 $162K No change
T AT&T Inc. 0.07% 6,701 $161K No change
COP Conocophillips 0.06% 1,500 $146K No change
SHEL Shell PLC-ADR 0.06% 2,000 $142K No change
ZBH Zimmer Biomet Holdings Inc. 0.06% 1,500 $139K No change
CEG Constellation Energy 0.06% 400 $137K No change
FFXDF Fairfax India Ho-Sub VTG SHS 0.05% 7,000 $124K No change
BHP BHP Group Ltd.-Spon ADR 0.05% 2,000 $123K No change
APD Air Products & Chemicals Inc. 0.05% 450 $119K No change
AEG Aegon Ltd.-NY Reg SHR 0.05% 14,695 $112K No change
BF.A Brown-Forman Corp. Class A 0.05% 4,160 $109K No change
HDB HDFC Bank Ltd.-ADR 0.04% 3,100 $103K No change
ITW Illinois Tool Works 0.04% 400 $102K No change

Show all 119 holdings

Portfolio Sells Q3 2025 → Q4 2025
AMT American Tower Corp. Reduce -5.4% 0.63% −0.17
VZ Verizon Communications Inc. Reduce -9.8% 0.21% −0.05
UL Unilever PLC Reduce -11.1% 0.32% −0.03
CAT Caterpillar Inc. Reduce -3.6% 5.02% +0.81
GOOGL Alphabet Inc. Class A Reduce -0.3% 5.44% +1.22

Portfolio Buys Q3 2025 → Q4 2025
QCOM Qualcomm Inc. Add +1.4% 1.65% +0.06
BF.B Brown-Forman Corp. Class B Add +97.5% 0.03% +0.02
VSNT Versant Media Group Inc. New 0.01% +0.01
ADBE Adobe Inc. Add +2.2% 0.34% −0.03
INTU Intuit Inc. Add +0.6% 2.21% −0.22

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