Boit C F David Portfolio Holdings

Boit C F David

$205 Million
Q2 2025

Boit C F David has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $205 Million distributed in 124 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $15.8M, Berkshire Hathaway Inc Class B with a value of $15.4M, Visa Inc. with a value of $9.45M, Exxon Mobil Corp with a value of $9.06M, and Broadcom Inc. with a value of $7.92M.

Examining the 13F form we can see an increase of $9.08M in the current position value, from $196M to 205M.

Boit C F David is based out at Boston, MA

Below you can find more details about Boit C F David portfolio as well as his latest detailed transactions.

Portfolio value $205 Million

Technology: $50.8 Million

Financial Services: $49.7 Million

Healthcare: $32.3 Million

Industrials: $25.2 Million

Consumer Defensive: $13.4 Million

Energy: $11.4 Million

Communication Services: $8.97 Million

Consumer Cyclical: $8.26 Million

Other: $5.23 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
MSFT Microsoft Corp Technology	$3.95T	$15.8 Million 7.71% of portfolio	31,804	Q4 2024 Added 0.32%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$621B	$15.4 Million 7.49% of portfolio	31,628	Q4 2024 Reduced 0.32%
V Visa Inc. Financial Services	$551B	$9.45 Million 4.61% of portfolio	26,630	Q4 2023 Added 11.28%
XOM Exxon Mobil Corp Energy	$442B	$9.06 Million 4.41% of portfolio	84,053	Q4 2024 Reduced 5.83%
CAT Caterpillar Inc Industrials	$218B	$7.57 Million 3.69% of portfolio	19,500	Q4 2024 Reduced 8.88%
GOOGL Alphabet Inc. Communication Services	$1.21T	$6.77 Million 3.3% of portfolio	38,422	Q1 2025 Added 5.49%
MA Mastercard Inc Financial Services	$548B	$6.26 Million 3.05% of portfolio	11,140	Q4 2023 Added 7.74%
AAPL Apple Inc. Technology	$3.69T	$6.16 Million 3.0% of portfolio	30,002	Q4 2024 Added 0.33%
MCD Mcdonalds Corp Consumer Cyclical	$222B	$5.78 Million 2.82% of portfolio	19,800	Q4 2023 Added 5.32%
JNJ Johnson & Johnson Healthcare	$452B	$5.73 Million 2.79% of portfolio	37,500	Q1 2025 Reduced 8.87%
MRK Merck & Co., Inc. Healthcare	$203B	$5.56 Million 2.71% of portfolio	70,283	Q2 2024 Reduced 1.4%
INTU Intuit Inc Technology	$201B	$5.16 Million 2.51% of portfolio	6,550	Q1 2025 Added 36.46%
BAC Bank Of America Corp Financial Services	$381B	$5.07 Million 2.47% of portfolio	107,198	Q1 2025 Reduced 8.53%
ABBV Abb Vie Inc. Healthcare	$351B	$4.57 Million 2.22% of portfolio	24,600	Q3 2022 Reduced 2.77%
ABT Abbott Laboratories Healthcare	$229B	$4.46 Million 2.17% of portfolio	32,800	Q4 2023 Added 3.47%
JPM Jpmorgan Chase & CO Financial Services	$859B	$4.28 Million 2.08% of portfolio	14,751	Q1 2025 Reduced 1.99%
PG Procter & Gamble CO Consumer Defensive	$368B	$4.03 Million 1.96% of portfolio	25,274	Q4 2023 Added 6.77%
PEP Pepsico Inc Consumer Defensive	$202B	$3.02 Million 1.47% of portfolio	22,900	Q4 2023 Added 6.51%
ORCL Oracle Corp Technology	$684B	$2.14 Million 1.04% of portfolio	9,800	Q2 2021 New
NVS Novartis Ag Healthcare	$257B	$1.55 Million 0.75% of portfolio	12,800	Q2 2024 New
IBM International Business Machines Corp Technology	$210B	$1.06 Million 0.51% of portfolio	3,584	Q4 2023 Added 2.52%
GE General Electric CO Industrials	$306B	$1.01 Million 0.49% of portfolio	3,936	Q1 2024 New
AMZN Amazon Com Inc Consumer Cyclical	$2.26T	$974,000 0.47% of portfolio	4,440	Q2 2025 Added 12.69%
NVDA Nvidia Corp Technology	$456B	$947,000 0.46% of portfolio	6,000	Q2 2024 Added 900.0%
BKNG Booking Holdings Inc. Consumer Cyclical	$217B	$868,000 0.42% of portfolio	150	Q1 2025 New
WFC Wells Fargo & Company Financial Services	$302B	$842,000 0.41% of portfolio	10,519	Q1 2025 Reduced 32.22%
META Meta Platforms, Inc. Communication Services	$1.78T	$738,000 0.36% of portfolio	1,000	Q3 2023 Reduced 33.33%
PM Philip Morris International Inc. Consumer Defensive	$261B	$695,000 0.34% of portfolio	3,820	Q3 2021 Added 634.62%
CVX Chevron Corp Energy	$302B	$572,000 0.28% of portfolio	4,000	Q2 2021 New
AXP American Express CO Financial Services	$227B	$486,000 0.24% of portfolio	1,525	Q4 2023 Added 281.25%
HD Home Depot, Inc. Consumer Cyclical	$405B	$449,000 0.22% of portfolio	1,225	Q4 2023 Added 188.24%
LIN Linde PLC Basic Materials	$234B	$375,000 0.18% of portfolio	800	Q2 2021 New
ASML Asml Holding Nv Technology	$295B	$240,000 0.12% of portfolio	300	Q4 2023 New
T At&T Inc. Communication Services	$203B	$193,000 0.09% of portfolio	6,701	Q4 2023 Reduced 27.71%
SHEL Shell PLC Energy	$258B	$140,000 0.07% of portfolio	2,000	Q2 2024 New
DIS Walt Disney CO Communication Services	$207B	$49,000 0.02% of portfolio	400	Q1 2025 Reduced 92.59%

Summary

Portfolio
No. of Stocks 124
Current Value $205 Million
Prior Value $196 Million
Filing
Period Q2 2025
Filing Date July 30, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 2 stocks
Additional Purchases 6 stocks
Sold out of 0 stocks
Reduced holdings in 6 stocks

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