Filed: 4/8/2025ACC: 0001308331-25-000003
📋 What this filing means
BOIT C F DAVID filed this quarterly 13F‑HR report disclosing 127 equity positions with a total reported market value of $199.25M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
127
Positions
$199.25M
Total AUM (reported)
1.20M
Total Shares
Allocation by class
COM$154.19M77.4%
COM CL A$25.72M12.9%
COM CL B$16.99M8.5%
ADR$2.32M1.2%
ADS$31.1K0.0%
Portfolio Concentration
Top 3$38.78M19.5%
4–10$47.98M24.1%
11–25$64.27M32.3%
Rest$48.22M24.2%
Top 3 weight
19.5%
Top 10 weight
43.5%
Voting Authority Distribution
Total shares with voting rights: 1.20M
Sole
Full voting authority
1.20M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole127
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings127
Rows:
BERKSHIRE HATHAWAY INC CL B (NEW)
SOLEShares31.63K
TypeSH
Market value$16.84M
8.45%
Sole
31.63K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares31.80K
TypeSH
Market value$11.94M
5.99%
Sole
31.80K
Shared
0.00
None
0.00
EXXON MOBIL CORP COM
SOLEShares84.05K
TypeSH
Market value$10.00M
5.02%
Sole
84.05K
Shared
0.00
None
0.00
VISA INC CL A
SOLEShares26.63K
TypeSH
Market value$9.33M
4.68%
Sole
26.63K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING INC COM
SOLEShares22.40K
TypeSH
Market value$6.84M
3.43%
Sole
22.40K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares30K
TypeSH
Market value$6.66M
3.34%
Sole
30K
Shared
0.00
None
0.00
CATERPILLAR INC COM
SOLEShares19.50K
TypeSH
Market value$6.43M
3.23%
Sole
19.50K
Shared
0.00
None
0.00
MERCK & CO INC (NEW)
SOLEShares70.28K
TypeSH
Market value$6.31M
3.17%
Sole
70.28K
Shared
0.00
None
0.00
JOHNSON & JOHNSON COM
SOLEShares37.50K
TypeSH
Market value$6.22M
3.12%
Sole
37.50K
Shared
0.00
None
0.00
MCDONALD'S CORP COM
SOLEShares19.80K
TypeSH
Market value$6.18M
3.10%
Sole
19.80K
Shared
0.00
None
0.00
MASTERCARD INC CL A
SOLEShares11.14K
TypeSH
Market value$6.11M
3.06%
Sole
11.14K
Shared
0.00
None
0.00
ALPHABET INC CL A
SOLEShares38.42K
TypeSH
Market value$5.94M
2.98%
Sole
38.42K
Shared
0.00
None
0.00
ABBVIE INC COM
SOLEShares24.60K
TypeSH
Market value$5.15M
2.59%
Sole
24.60K
Shared
0.00
None
0.00
CHUBB LIMITED
SOLEShares16.16K
TypeSH
Market value$4.88M
2.45%
Sole
16.16K
Shared
0.00
None
0.00
BROADCOM INC COM
SOLEShares28.75K
TypeSH
Market value$4.81M
2.42%
Sole
28.75K
Shared
0.00
None
0.00
BANK OF AMERICA CORP COM
SOLEShares107.20K
TypeSH
Market value$4.47M
2.25%
Sole
107.20K
Shared
0.00
None
0.00
ABBOTT LABORATORIES COM
SOLEShares32.80K
TypeSH
Market value$4.35M
2.18%
Sole
32.80K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO COM
SOLEShares25.27K
TypeSH
Market value$4.31M
2.16%
Sole
25.27K
Shared
0.00
None
0.00
STRYKER CORP COM
SOLEShares11.45K
TypeSH
Market value$4.26M
2.14%
Sole
11.54K
Shared
0.00
None
0.00
INTUIT INC COM
SOLEShares6.55K
TypeSH
Market value$4.02M
2.02%
Sole
6.55K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO COM
SOLEShares14.75K
TypeSH
Market value$3.62M
1.82%
Sole
14.75K
Shared
0.00
None
0.00
PEPSICO INC COM
SOLEShares22.90K
TypeSH
Market value$3.43M
1.72%
Sole
22.90K
Shared
0.00
None
0.00
QUALCOMM INC COM
SOLEShares21.20K
TypeSH
Market value$3.26M
1.63%
Sole
21.20K
Shared
0.00
None
0.00
CHURCH & DWIGHT INC COM
SOLEShares29.44K
TypeSH
Market value$3.24M
1.63%
Sole
29.44K
Shared
0.00
None
0.00
ANALOG DEVICES INC COM
SOLEShares11.94K
TypeSH
Market value$2.41M
1.21%
Sole
11.94K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC CL B (NEW)SOLE | COM CL B | 31.63K | SH | $16.84M 8.45% | 31.63K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | COM | 31.80K | SH | $11.94M 5.99% | 31.80K | 0.00 | 0.00 |
EXXON MOBIL CORP COMSOLE | COM | 84.05K | SH | $10.00M 5.02% | 84.05K | 0.00 | 0.00 |
VISA INC CL ASOLE | COM CL A | 26.63K | SH | $9.33M 4.68% | 26.63K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INC COMSOLE | COM | 22.40K | SH | $6.84M 3.43% | 22.40K | 0.00 | 0.00 |
APPLE INC COMSOLE | COM | 30K | SH | $6.66M 3.34% | 30K | 0.00 | 0.00 |
CATERPILLAR INC COMSOLE | COM | 19.50K | SH | $6.43M 3.23% | 19.50K | 0.00 | 0.00 |
MERCK & CO INC (NEW)SOLE | COM | 70.28K | SH | $6.31M 3.17% | 70.28K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | COM | 37.50K | SH | $6.22M 3.12% | 37.50K | 0.00 | 0.00 |
MCDONALD'S CORP COMSOLE | COM | 19.80K | SH | $6.18M 3.10% | 19.80K | 0.00 | 0.00 |
MASTERCARD INC CL ASOLE | COM CL A | 11.14K | SH | $6.11M 3.06% | 11.14K | 0.00 | 0.00 |
ALPHABET INC CL ASOLE | COM CL A | 38.42K | SH | $5.94M 2.98% | 38.42K | 0.00 | 0.00 |
ABBVIE INC COMSOLE | COM | 24.60K | SH | $5.15M 2.59% | 24.60K | 0.00 | 0.00 |
CHUBB LIMITEDSOLE | COM | 16.16K | SH | $4.88M 2.45% | 16.16K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | COM | 28.75K | SH | $4.81M 2.42% | 28.75K | 0.00 | 0.00 |
BANK OF AMERICA CORP COMSOLE | COM | 107.20K | SH | $4.47M 2.25% | 107.20K | 0.00 | 0.00 |
ABBOTT LABORATORIES COMSOLE | COM | 32.80K | SH | $4.35M 2.18% | 32.80K | 0.00 | 0.00 |
PROCTER & GAMBLE CO COMSOLE | COM | 25.27K | SH | $4.31M 2.16% | 25.27K | 0.00 | 0.00 |
STRYKER CORP COMSOLE | COM | 11.45K | SH | $4.26M 2.14% | 11.54K | 0.00 | 0.00 |
INTUIT INC COMSOLE | COM | 6.55K | SH | $4.02M 2.02% | 6.55K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | COM | 14.75K | SH | $3.62M 1.82% | 14.75K | 0.00 | 0.00 |
PEPSICO INC COMSOLE | COM | 22.90K | SH | $3.43M 1.72% | 22.90K | 0.00 | 0.00 |
QUALCOMM INC COMSOLE | COM | 21.20K | SH | $3.26M 1.63% | 21.20K | 0.00 | 0.00 |
CHURCH & DWIGHT INC COMSOLE | COM | 29.44K | SH | $3.24M 1.63% | 29.44K | 0.00 | 0.00 |
ANALOG DEVICES INC COMSOLE | COM | 11.94K | SH | $2.41M 1.21% | 11.94K | 0.00 | 0.00 |
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