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CIK: 0001308331
Total reported value
$237.6M
$237.6M
127 檔
23.1%
As reported in its official Q1 2025 Form 13F filing, Boit C F David's tracked investment portfolio stood at $237.6M with 127 total positions.
In Q1 2025, Boit C F David displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, MSFT, XOM) accounted for 23.1% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 8.45% | -0.17% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.99% | -0.24% | — | |
| 3 | XOM | Exxon Mobil CORP | Stock-Energy | 5.02% | -1.51% | — | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 4.68% | -0.28% | — | |
| 5 | ADP | Automatic Data Processing | Stock-Tech | 3.43% | +0.22% | — | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.34% | +0.27% | — | |
| 7 | CAT | Caterpillar Inc | Stock-Industrials | 3.23% | +1.17% | — | |
| 8 | MRK | Merck & Co. Inc. | Stock-Healthcare | 3.17% | +0.05% | — | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.12% | -0.06% | -8.87% | |
| 10 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 3.10% | -0.48% | — | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 3.06% | -0.06% | — | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.98% | +0.89% | +5.49% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 2.59% | +0.24% | — | |
| 14 | CB | Chubb Limited | Stock-Financials | 2.45% | -0.02% | — | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 2.42% | +0.38% | — | |
| 16 | BAC | Bank Of America CORP | Stock-Financials | 2.25% | +0.25% | -8.53% | |
| 17 | ABT | Abbott Laboratories | Stock-Healthcare | 2.18% | -0.24% | — | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.16% | -0.06% | — | |
| 19 | SYK | Stryker CORP | Stock-Healthcare | 2.14% | +0.03% | — | |
| 20 | INTU | Intuit Inc | Stock-Tech | 2.02% | -0.50% | +36.46% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.82% | +0.10% | -1.99% | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.72% | -0.12% | — | |
| 23 | QCOM | Qualcomm Inc | Stock-Tech | 1.63% | -0.03% | — | |
| 24 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.63% | -0.01% | — | |
| 25 | ADI | Analog Devices Inc | Stock-Tech | 1.21% | +0.31% | — | |
| 26 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.18% | -0.28% | — | |
| 27 | AMT | American Tower CORP | Stock-Real Estate | 1.01% | -0.07% | — | |
| 28 | PH | Parker Hannifin CORP | Stock-Industrials | 0.95% | +0.05% | — | |
| 29 | DHR | Danaher CORP | Stock-Healthcare | 0.91% | -0.03% | — | |
| 30 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.76% | +0.02% | -10.99% | |
| 31 | EOG | Eog Resources Inc | Stock-Energy | 0.76% | -0.11% | — | |
| 32 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.72% | -0.03% | — | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 0.69% | -0.04% | — | |
| 34 | UNP | Union Pacific CORP | Stock-Industrials | 0.67% | +0.03% | — | |
| 35 | PCAR | Paccar Inc | Stock-Industrials | 0.65% | -0.01% | — | |
| 36 | AMGN | Amgen Inc | Stock-Healthcare | 0.63% | -0.01% | — | |
| 37 | PFE | Pfizer Inc | Stock-Healthcare | 0.62% | -0.11% | — | |
| 38 | PPG | Ppg Industries Inc | Stock-Materials | 0.60% | +0.04% | -15.54% | |
| 39 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.55% | -0.02% | — | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.45% | +0.03% | — | |
| 41 | ADBE | Adobe Inc | Stock-Tech | 0.44% | -0.17% | — | |
| 42 | PAYC | Paycom Software Inc | Stock-Tech | 0.44% | -0.01% | — | |
| 43 | LNC | Lincoln National CORP | Stock-Financials | 0.43% | -0.02% | — | |
| 44 | GWW | Ww Grainger Inc | Stock-Industrials | 0.40% | +0.07% | — | |
| 45 | GE | General Electric | Stock-Industrials | 0.40% | +0.12% | — | |
| 46 | MMM | 3m Co | Stock-Industrials | 0.40% | -0.02% | EXIT | |
| 47 | GLW | Corning Inc | Stock-Tech | 0.39% | +0.79% | — | |
| 48 | UL | Unilever PLC | Stock-Consumer Staples | 0.39% | — | — | |
| 49 | WFC | Wells Fargo & Co | Stock-Financials | 0.38% | — | -32.22% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | +0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 4 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 5 | ADP | Automatic Data Processing | — | NEW | New buy |
| 6 | AAPL | Apple Inc | — | NEW | New buy |
| 7 | CAT | Caterpillar Inc | — | NEW | New buy |
| 8 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 9 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 10 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 11 | MA | Mastercard Inc - A | — | NEW | New buy |
| 12 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 13 | ABBV | Abbvie Inc | — | NEW | New buy |
| 14 | CB | Chubb Limited | — | NEW | New buy |
| 15 | AVGO | Broadcom Inc | — | NEW | New buy |
| 16 | BAC | Bank Of America CORP | — | NEW | New buy |
| 17 | ABT | Abbott Laboratories | — | NEW | New buy |
| 18 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 19 | SYK | Stryker CORP | — | NEW | New buy |
| 20 | INTU | Intuit Inc | — | NEW | New buy |
| 21 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 22 | PEP | Pepsico Inc | — | NEW | New buy |
| 23 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 24 | CHD | Church & Dwight Co Inc | — | NEW | New buy |
| 25 | ADI | Analog Devices Inc | — | NEW | New buy |
| 26 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 27 | AMT | American Tower CORP | — | NEW | New buy |
| 28 | PH | Parker Hannifin CORP | — | NEW | New buy |
| 29 | DHR | Danaher CORP | — | NEW | New buy |
| 30 | CL | Colgate-palmolive Co | — | NEW | New buy |
| 31 | EOG | Eog Resources Inc | — | NEW | New buy |
| 32 | NVS | Novartis Ag-sponsored Adr | — | NEW | New buy |
| 33 | ORCL | Oracle CORP | — | NEW | New buy |
| 34 | UNP | Union Pacific CORP | — | NEW | New buy |
| 35 | PCAR | Paccar Inc | — | NEW | New buy |
| 36 | AMGN | Amgen Inc | — | NEW | New buy |
| 37 | PFE | Pfizer Inc | — | NEW | New buy |
| 38 | PPG | Ppg Industries Inc | — | NEW | New buy |
| 39 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 40 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 41 | ADBE | Adobe Inc | — | NEW | New buy |
| 42 | PAYC | Paycom Software Inc | — | NEW | New buy |
| 43 | LNC | Lincoln National CORP | — | NEW | New buy |
| 44 | GWW | Ww Grainger Inc | — | NEW | New buy |
| 45 | GE | General Electric | — | NEW | New buy |
| 46 | MMM | 3m Co | — | NEW | New buy |
| 47 | GLW | Corning Inc | — | NEW | New buy |
| 48 | UL | Unilever PLC | — | NEW | New buy |
| 49 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 50 | AMZN | Amazon.com Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Boit C F David reported a total U.S. public equity portfolio value of $237.6M across 127 disclosed positions in Q1 2025.
During Q1 2025, Boit C F David's top holdings by market value included BRK-B (8.4%)、MSFT (6.0%)、XOM (5.0%). The largest single position, BRK-B, represented 8.4% of total portfolio value.
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Top New Position Initiated
BRK-B
市值: $16.8M
In Q1 2025, Boit C F David made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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