Boit C F David

BOSTON, MA · CIK 1308331 · 13F filing filed 2025-04-08

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$199.3m reported value +0.2% vs Q4 2024

127positions

43.5%in top 10

2 new 3 added 14 reduced 1 sold out vs Q4 2024

Holdings, Q1 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	31,628	$16.8m8.45%	8.45%	Unchanged
2	MICROSOFT CORP COM MSFT	MSFT	31,804	$11.9m5.99%	5.99%	Unchanged
3	EXXON MOBIL CORP COM XOM	XOM	84,053	$10.0m5.02%	5.02%	Unchanged
4	VISA INC COM CL A V	V	26,630	$9.3m4.68%	4.68%	Unchanged
5	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	22,400	$6.8m3.43%	3.43%	Unchanged
6	APPLE INC COM AAPL	AAPL	30,002	$6.7m3.34%	3.34%	Unchanged
7	CATERPILLAR INC COM CAT	CAT	19,500	$6.4m3.23%	3.23%	Unchanged
8	MERCK & CO INC COM MRK	MRK	70,283	$6.3m3.17%	3.17%	Unchanged
9	JOHNSON & JOHNSON COM JNJ	JNJ	37,500	$6.2m3.12%	3.12%	Reduced -3.6k	-3,650 -8.9%
10	MCDONALDS CORP COM MCD	MCD	19,800	$6.2m3.10%	3.10%	Unchanged
11	MASTERCARD INCORPORATED CL A MA	MA	11,140	$6.1m3.06%	3.06%	Unchanged
12	ALPHABET INC CAP STK CL A GOOGL	GOOGL	38,422	$5.9m2.98%	2.98%	Added +2.0k	+2,000 5.5%
13	ABBVIE INC COM ABBV	ABBV	24,600	$5.2m2.59%	2.59%	Unchanged
14	CHUBB LIMITED COM CB	CB	16,165	$4.9m2.45%	2.45%	Unchanged
15	BROADCOM INC COM AVGO	AVGO	28,750	$4.8m2.42%	2.42%	Unchanged
16	BANK AMERICA CORP COM BAC	BAC	107,198	$4.5m2.25%	2.25%	Reduced -10.0k	-10,000 -8.5%
17	ABBOTT LABS COM ABT	ABT	32,800	$4.4m2.18%	2.18%	Unchanged
18	PROCTER AND GAMBLE CO COM PG	PG	25,274	$4.3m2.16%	2.16%	Unchanged
19	STRYKER CORPORATION COM SYK	SYK	11,445	$4.3m2.14%	2.14%	Unchanged
20	INTUIT COM INTU	INTU	6,550	$4.0m2.02%	2.02%	Added +1.8k	+1,750 36.5%
21	JPMORGAN CHASE & CO COM JPM	JPM	14,751	$3.6m1.82%	1.82%	Reduced -300	-300 -2.0%
22	PEPSICO INC COM PEP	PEP	22,900	$3.4m1.72%	1.72%	Unchanged
23	QUALCOMM INC COM QCOM	QCOM	21,200	$3.3m1.63%	1.63%	Unchanged
24	CHURCH & DWIGHT CO INC COM CHD	CHD	29,440	$3.2m1.63%	1.63%	Unchanged
25	ANALOG DEVICES INC COM ADI	ADI	11,944	$2.4m1.21%	1.21%	Unchanged
26	LOCKHEED MARTIN CORP COM LMT	LMT	5,260	$2.3m1.18%	1.18%	Unchanged
27	AMERICAN TOWER CORP NEW COM AMT	AMT	9,210	$2.0m1.01%	1.01%	Unchanged
28	PARKER-HANNIFIN CORP COM PH	PH	3,100	$1.9m0.95%	0.95%	Unchanged
29	DANAHER CORPORATION COM DHR	DHR	8,850	$1.8m0.91%	0.91%	Unchanged
30	COLGATE PALMOLIVE CO COM CL	CL	16,200	$1.5m0.76%	0.76%	Reduced -2.0k	-2,000 -11.0%
31	EOG RES INC COM EOG	EOG	11,750	$1.5m0.76%	0.76%	Unchanged
32	NOVARTIS AG SPONSORED ADR NVS	NVS	12,800	$1.4m0.72%	0.72%	Unchanged
33	ORACLE CORP COM ORCL	ORCL	9,800	$1.4m0.69%	0.69%	Unchanged
34	UNION PAC CORP COM UNP	UNP	5,625	$1.3m0.67%	0.67%	Unchanged
35	PACCAR INC COM PCAR	PCAR	13,330	$1.3m0.65%	0.65%	Unchanged
36	AMGEN INC COM AMGN	AMGN	4,000	$1.2m0.63%	0.63%	Unchanged
37	PFIZER INC COM PFE	PFE	49,103	$1.2m0.62%	0.62%	Unchanged
38	PPG INDS INC COM PPG	PPG	10,872	$1.2m0.60%	0.60%	Reduced -2.0k	-2,000 -15.5%
39	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	2,215	$1.1m0.55%	0.55%	Unchanged
40	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	3,584	$891.2k0.45%	0.45%	Unchanged
41	ADOBE INC COM ADBE	ADBE	2,300	$882.1k0.44%	0.44%	Unchanged
42	PAYCOM SOFTWARE INC COM PAYC	PAYC	4,000	$873.9k0.44%	0.44%	Unchanged
43	LINCOLN NATL CORP IND COM LNC	LNC	23,990	$861.5k0.43%	0.43%	Unchanged
44	GRAINGER W W INC COM GWW	GWW	800	$790.3k0.40%	0.40%	Unchanged
45	GE AEROSPACE COM NEW GE	GE	3,936	$787.8k0.40%	0.40%	Unchanged
46	3M CO COM MMM	MMM	5,360	$787.2k0.40%	0.40%	Reduced -1.0k	-1,000 -15.7%
47	CORNING INC COM GLW	GLW	17,000	$778.3k0.39%	0.39%	Unchanged
48	UNILEVER PLC SPON ADR NEW SPON ADR NEW		13,000	$774.1k0.39%	0.39%	Unchanged
49	WELLS FARGO CO NEW COM WFC	WFC	10,519	$755.2k0.38%	0.38%	Reduced -5.0k	-5,000 -32.2%
50	AMAZON COM INC COM AMZN	AMZN	3,940	$749.6k0.38%	0.38%	Unchanged
51	BOOKING HOLDINGS INC COM BKNG	BKNG	150	$691.0k0.35%	0.35%	New
52	CHEVRON CORP NEW COM CVX	CVX	4,000	$669.2k0.34%	0.34%	Unchanged
53	COSTCO WHOLESALE CORP COM COM COM		700	$662.0k0.33%	0.33%	Unchanged
54	NVIDIA CORPORATION COM NVDA	NVDA	6,000	$650.3k0.33%	0.33%	Unchanged
55	COMCAST CORP NEW CL A CMCSA	CMCSA	16,772	$618.9k0.31%	0.31%	Unchanged
56	PHILIP MORRIS INTL INC COM PM	PM	3,820	$606.3k0.30%	0.30%	Unchanged
57	VERIZON COMMUNICATIONS INC COM VZ	VZ	13,197	$598.6k0.30%	0.30%	Unchanged
58	CMS ENERGY CORP COM CMS	CMS	7,800	$585.9k0.29%	0.29%	Unchanged
59	NESTLE S A SPONSORED ADR COM COM		5,800	$585.7k0.29%	0.29%	Unchanged
60	META PLATFORMS INC CL A META	META	1,000	$576.4k0.29%	0.29%	Unchanged
61	FISERV INC COM FISV	FISV	2,150	$474.8k0.24%	0.24%	Unchanged
62	MSCI INC COM MSCI	MSCI	810	$458.1k0.23%	0.23%	Unchanged
63	HOME DEPOT INC COM HD	HD	1,225	$448.9k0.23%	0.23%	Unchanged
64	APTARGROUP INC COM ATR	ATR	3,000	$445.1k0.22%	0.22%	Unchanged
65	ROPER TECHNOLOGIES INC COM ROP	ROP	750	$442.2k0.22%	0.22%	Unchanged
66	APPLIED MATLS INC COM AMAT	AMAT	3,000	$435.4k0.22%	0.22%	Unchanged
67	EMERSON ELEC CO COM EMR	EMR	3,800	$416.6k0.21%	0.21%	Reduced -2.0k	-2,000 -34.5%
68	AMERICAN EXPRESS CO COM AXP	AXP	1,525	$410.3k0.21%	0.21%	Unchanged
69	BLACKROCK INC COM BLK	BLK	400	$378.6k0.19%	0.19%	Unchanged
70	LINDE PLC SHS 99952EUR	99952EUR	800	$372.5k0.19%	0.19%	Unchanged
71	S&P GLOBAL INC COM SPGI	SPGI	700	$355.7k0.18%	0.18%	Unchanged
72	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	2,000	$345.0k0.17%	0.17%	Unchanged
73	SHERWIN WILLIAMS CO COM SHW	SHW	900	$314.3k0.16%	0.16%	Unchanged
74	WEX INC COM WEX	WEX	2,000	$314.0k0.16%	0.16%	Reduced -340	-340 -14.5%
75	NXP SEMICONDUCTORS N V COM NXPI	NXPI	1,650	$313.6k0.16%	0.16%	Unchanged
76	WATSCO INC COM WSO	WSO	600	$305.0k0.15%	0.15%	Unchanged
77	SYSCO CORP COM SYY	SYY	4,000	$300.2k0.15%	0.15%	Unchanged
78	PAYPAL HLDGS INC COM PYPL	PYPL	4,200	$274.1k0.14%	0.14%	Reduced -2.1k	-2,100 -33.3%
79	APPLOVIN CORP COM CL A APP	APP	1,000	$265.0k0.13%	0.13%	Unchanged
80	ZIMMER BIOMET HOLDINGS INC COM ZBH	ZBH	2,300	$260.3k0.13%	0.13%	Unchanged
81	JARDINE MATHESON HOLDINGS LTD ADR COM JARLF	JARLF	6,060	$256.7k0.13%	0.13%	Unchanged
82	Heineken Holding COM HKHHF	HKHHF	3,480	$251.5k0.13%	0.13%	Added +1.0k	+1,000 40.3%
83	AFLAC INC COM AFL	AFL	2,200	$244.6k0.12%	0.12%	Unchanged
84	GE VERNOVA INC COM GEV	GEV	796	$243.0k0.12%	0.12%	Reduced -187	-187 -19.0%
85	LAUDER ESTEE COS INC CL A EL	EL	3,500	$231.0k0.12%	0.12%	Unchanged
86	TEXAS INSTRS INC COM TXN	TXN	1,250	$224.6k0.11%	0.11%	Unchanged
87	ECOLAB INC COM ECL	ECL	800	$202.8k0.10%	0.10%	Unchanged
88	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	300	$198.8k0.10%	0.10%	Unchanged
89	AT&T INC COM T	T	6,701	$189.5k0.10%	0.10%	Unchanged
90	CONOCOPHILLIPS COM COP	COP	1,500	$157.5k0.08%	0.08%	Unchanged
91	CISCO SYSTEMS INC COM COM COM		2,400	$148.1k0.07%	0.07%	Unchanged
92	SHELL PLC SPON ADS SHEL	SHEL	2,000	$146.6k0.07%	0.07%	Unchanged
93	FAIRFAX FINANCIAL HOLDINGS COM FRFHF	FRFHF	100	$144.7k0.07%	0.07%	Unchanged
94	BROWN FORMAN CORP CL A BF.A	BF.A	4,160	$139.2k0.07%	0.07%	Unchanged
95	AIR PRODS & CHEMS INC COM APD	APD	450	$132.7k0.07%	0.07%	Unchanged
96	HDFC BANK LTD SPONSORED ADS HDB	HDB	1,550	$103.0k0.05%	0.05%	Unchanged
97	ILLINOIS TOOL WKS INC COM ITW	ITW	400	$99.4k0.05%	0.05%	Unchanged
98	BHP GROUP LTD SPONSORED ADS BHP	BHP	2,000	$97.1k0.05%	0.05%	Unchanged
99	AEGON LTD AMER REG 1 CERT AEG	AEG	14,695	$96.8k0.05%	0.05%	Unchanged
100	NIKE INC CL B NKE	NKE	1,500	$95.2k0.05%	0.05%	Unchanged

Sold out since Q4 2024

Security	Ticker	Shares held before	Value then
ZIONS BANCORPORATION N A ZION	ZION	360	$19.5k360 shares