Filed: 7/30/2025ACC: 0001308331-25-000005
📋 What this filing means
BOIT C F DAVID filed this quarterly 13F‑HR report disclosing 122 equity positions with a total reported market value of $207.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
122
Positions
$207.88M
Total AUM (reported)
1.20M
Total Shares
Allocation by class
COM$162.68M78.3%
COM CL A$27.21M13.1%
COM CL B$15.51M7.5%
ADR$2.48M1.2%
Portfolio Concentration
Top 3$40.64M19.5%
4–10$50.65M24.4%
11–25$65.99M31.7%
Rest$50.60M24.3%
Top 3 weight
19.5%
Top 10 weight
43.9%
Voting Authority Distribution
Total shares with voting rights: 1.21M
Sole
Full voting authority
1.21M
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)
Sole122
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings122
Rows:
MICROSOFT CORP COM
SOLEShares31.80K
TypeSH
Market value$15.82M
7.61%
Sole
31.80K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC CL B (NEW)
SOLEShares31.63K
TypeSH
Market value$15.36M
7.39%
Sole
31.63K
Shared
0.00
None
0.00
VISA INC CL A
SOLEShares26.63K
TypeSH
Market value$9.45M
4.55%
Sole
26.63K
Shared
0.00
None
0.00
EXXON MOBIL CORP COM
SOLEShares84.05K
TypeSH
Market value$9.06M
4.36%
Sole
84.05K
Shared
0.00
None
0.00
BROADCOM INC COM
SOLEShares28.75K
TypeSH
Market value$7.92M
3.81%
Sole
28.75K
Shared
0.00
None
0.00
CATERPILLAR INC COM
SOLEShares19.50K
TypeSH
Market value$7.57M
3.64%
Sole
19.50K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING INC COM
SOLEShares22.40K
TypeSH
Market value$6.91M
3.32%
Sole
22.40K
Shared
0.00
None
0.00
ALPHABET INC CL A
SOLEShares38.42K
TypeSH
Market value$6.77M
3.26%
Sole
38.42K
Shared
0.00
None
0.00
MASTERCARD INC CL A
SOLEShares11.14K
TypeSH
Market value$6.26M
3.01%
Sole
11.14K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares30K
TypeSH
Market value$6.16M
2.96%
Sole
30K
Shared
0.00
None
0.00
MCDONALD'S CORP COM
SOLEShares19.80K
TypeSH
Market value$5.78M
2.78%
Sole
19.80K
Shared
0.00
None
0.00
JOHNSON & JOHNSON COM
SOLEShares37.50K
TypeSH
Market value$5.73M
2.76%
Sole
37.50K
Shared
0.00
None
0.00
MERCK & CO INC (NEW)
SOLEShares70.28K
TypeSH
Market value$5.56M
2.68%
Sole
70.28K
Shared
0.00
None
0.00
INTUIT INC COM
SOLEShares6.55K
TypeSH
Market value$5.16M
2.48%
Sole
6.55K
Shared
0.00
None
0.00
BANK OF AMERICA CORP COM
SOLEShares107.20K
TypeSH
Market value$5.07M
2.44%
Sole
107.20K
Shared
0.00
None
0.00
CHUBB LIMITED
SOLEShares16.16K
TypeSH
Market value$4.68M
2.25%
Sole
16.16K
Shared
0.00
None
0.00
STRYKER CORP COM
SOLEShares11.64K
TypeSH
Market value$4.61M
2.22%
Sole
11.64K
Shared
0.00
None
0.00
ABBVIE INC COM
SOLEShares24.60K
TypeSH
Market value$4.57M
2.20%
Sole
24.60K
Shared
0.00
None
0.00
ABBOTT LABORATORIES COM
SOLEShares32.80K
TypeSH
Market value$4.46M
2.15%
Sole
32.80K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO COM
SOLEShares14.75K
TypeSH
Market value$4.28M
2.06%
Sole
14.75K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO COM
SOLEShares25.27K
TypeSH
Market value$4.03M
1.94%
Sole
25.27K
Shared
0.00
None
0.00
QUALCOMM INC COM
SOLEShares21.20K
TypeSH
Market value$3.38M
1.62%
Sole
21.20K
Shared
0.00
None
0.00
PEPSICO INC COM
SOLEShares22.90K
TypeSH
Market value$3.02M
1.45%
Sole
22.90K
Shared
0.00
None
0.00
ANALOG DEVICES INC COM
SOLEShares11.94K
TypeSH
Market value$2.84M
1.37%
Sole
11.94K
Shared
0.00
None
0.00
CHURCH & DWIGHT INC COM
SOLEShares29.34K
TypeSH
Market value$2.82M
1.36%
Sole
29.34K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP COMSOLE | COM | 31.80K | SH | $15.82M 7.61% | 31.80K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC CL B (NEW)SOLE | COM CL B | 31.63K | SH | $15.36M 7.39% | 31.63K | 0.00 | 0.00 |
VISA INC CL ASOLE | COM CL A | 26.63K | SH | $9.45M 4.55% | 26.63K | 0.00 | 0.00 |
EXXON MOBIL CORP COMSOLE | COM | 84.05K | SH | $9.06M 4.36% | 84.05K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | COM | 28.75K | SH | $7.92M 3.81% | 28.75K | 0.00 | 0.00 |
CATERPILLAR INC COMSOLE | COM | 19.50K | SH | $7.57M 3.64% | 19.50K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INC COMSOLE | COM | 22.40K | SH | $6.91M 3.32% | 22.40K | 0.00 | 0.00 |
ALPHABET INC CL ASOLE | COM CL A | 38.42K | SH | $6.77M 3.26% | 38.42K | 0.00 | 0.00 |
MASTERCARD INC CL ASOLE | COM CL A | 11.14K | SH | $6.26M 3.01% | 11.14K | 0.00 | 0.00 |
APPLE INC COMSOLE | COM | 30K | SH | $6.16M 2.96% | 30K | 0.00 | 0.00 |
MCDONALD'S CORP COMSOLE | COM | 19.80K | SH | $5.78M 2.78% | 19.80K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | COM | 37.50K | SH | $5.73M 2.76% | 37.50K | 0.00 | 0.00 |
MERCK & CO INC (NEW)SOLE | COM | 70.28K | SH | $5.56M 2.68% | 70.28K | 0.00 | 0.00 |
INTUIT INC COMSOLE | COM | 6.55K | SH | $5.16M 2.48% | 6.55K | 0.00 | 0.00 |
BANK OF AMERICA CORP COMSOLE | COM | 107.20K | SH | $5.07M 2.44% | 107.20K | 0.00 | 0.00 |
CHUBB LIMITEDSOLE | COM | 16.16K | SH | $4.68M 2.25% | 16.16K | 0.00 | 0.00 |
STRYKER CORP COMSOLE | COM | 11.64K | SH | $4.61M 2.22% | 11.64K | 0.00 | 0.00 |
ABBVIE INC COMSOLE | COM | 24.60K | SH | $4.57M 2.20% | 24.60K | 0.00 | 0.00 |
ABBOTT LABORATORIES COMSOLE | COM | 32.80K | SH | $4.46M 2.15% | 32.80K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | COM | 14.75K | SH | $4.28M 2.06% | 14.75K | 0.00 | 0.00 |
PROCTER & GAMBLE CO COMSOLE | COM | 25.27K | SH | $4.03M 1.94% | 25.27K | 0.00 | 0.00 |
QUALCOMM INC COMSOLE | COM | 21.20K | SH | $3.38M 1.62% | 21.20K | 0.00 | 0.00 |
PEPSICO INC COMSOLE | COM | 22.90K | SH | $3.02M 1.45% | 22.90K | 0.00 | 0.00 |
ANALOG DEVICES INC COMSOLE | COM | 11.94K | SH | $2.84M 1.37% | 11.94K | 0.00 | 0.00 |
CHURCH & DWIGHT INC COMSOLE | COM | 29.34K | SH | $2.82M 1.36% | 29.34K | 0.00 | 0.00 |
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