Filed: 10/28/2025ACC: 0001308331-25-000007
📋 What this filing means
BOIT C F DAVID filed this quarterly 13F‑HR report disclosing 117 equity positions with a total reported market value of $221.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
117
Positions
$221.02M
Total AUM (reported)
1.19M
Total Shares
Allocation by class
COM$172.96M78.3%
COM CL A$29.47M13.3%
COM CL B$16.05M7.3%
ADR$2.54M1.1%
Portfolio Concentration
Top 3$41.85M18.9%
4–10$58.06M26.3%
11–25$69.07M31.3%
Rest$52.04M23.5%
Top 3 weight
18.9%
Top 10 weight
45.2%
Voting Authority Distribution
Total shares with voting rights: 1.19M
Sole
Full voting authority
1.19M
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)
Sole117
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings117
Rows:
MICROSOFT CORP COM
SOLEShares31.80K
TypeSH
Market value$16.47M
7.45%
Sole
31.80K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC CL B (NEW)
SOLEShares31.63K
TypeSH
Market value$15.90M
7.19%
Sole
31.63K
Shared
0.00
None
0.00
EXXON MOBIL CORP COM
SOLEShares84.05K
TypeSH
Market value$9.48M
4.29%
Sole
84.05K
Shared
0.00
None
0.00
ALPHABET INC CL A
SOLEShares38.42K
TypeSH
Market value$9.34M
4.23%
Sole
38.42K
Shared
0.00
None
0.00
CATERPILLAR INC COM
SOLEShares19.50K
TypeSH
Market value$9.30M
4.21%
Sole
19.50K
Shared
0.00
None
0.00
BROADCOM INC COM
SOLEShares27.75K
TypeSH
Market value$9.16M
4.14%
Sole
27.75K
Shared
0.00
None
0.00
VISA INC CL A
SOLEShares26.63K
TypeSH
Market value$9.09M
4.11%
Sole
26.63K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares30K
TypeSH
Market value$7.64M
3.46%
Sole
30K
Shared
0.00
None
0.00
JOHNSON & JOHNSON COM
SOLEShares37.50K
TypeSH
Market value$6.95M
3.15%
Sole
37.50K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING INC COM
SOLEShares22.40K
TypeSH
Market value$6.57M
2.97%
Sole
22.40K
Shared
0.00
None
0.00
MASTERCARD INC CL A
SOLEShares11.14K
TypeSH
Market value$6.34M
2.87%
Sole
11.14K
Shared
0.00
None
0.00
MCDONALD'S CORP COM
SOLEShares19.80K
TypeSH
Market value$6.02M
2.72%
Sole
19.80K
Shared
0.00
None
0.00
MERCK & CO INC (NEW)
SOLEShares70.28K
TypeSH
Market value$5.90M
2.67%
Sole
70.28K
Shared
0.00
None
0.00
ABBVIE INC COM
SOLEShares24.60K
TypeSH
Market value$5.70M
2.58%
Sole
24.60K
Shared
0.00
None
0.00
BANK OF AMERICA CORP COM
SOLEShares107.20K
TypeSH
Market value$5.53M
2.50%
Sole
107.20K
Shared
0.00
None
0.00
INTUIT INC COM
SOLEShares7.85K
TypeSH
Market value$5.36M
2.43%
Sole
7.85K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO COM
SOLEShares14.75K
TypeSH
Market value$4.65M
2.11%
Sole
14.75K
Shared
0.00
None
0.00
CHUBB LIMITED
SOLEShares16.16K
TypeSH
Market value$4.56M
2.06%
Sole
16.16K
Shared
0.00
None
0.00
ABBOTT LABORATORIES COM
SOLEShares32.80K
TypeSH
Market value$4.39M
1.99%
Sole
32.80K
Shared
0.00
None
0.00
STRYKER CORP COM
SOLEShares11.64K
TypeSH
Market value$4.30M
1.95%
Sole
11.64K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO COM
SOLEShares25.27K
TypeSH
Market value$3.88M
1.76%
Sole
25.27K
Shared
0.00
None
0.00
QUALCOMM INC COM
SOLEShares21.20K
TypeSH
Market value$3.53M
1.60%
Sole
21.20K
Shared
0.00
None
0.00
PEPSICO INC COM
SOLEShares22.90K
TypeSH
Market value$3.22M
1.46%
Sole
22.90K
Shared
0.00
None
0.00
ANALOG DEVICES INC COM
SOLEShares11.94K
TypeSH
Market value$2.93M
1.33%
Sole
11.94K
Shared
0.00
None
0.00
ORACLE CORP COM
SOLEShares9.80K
TypeSH
Market value$2.76M
1.25%
Sole
9.80K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP COMSOLE | COM | 31.80K | SH | $16.47M 7.45% | 31.80K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC CL B (NEW)SOLE | COM CL B | 31.63K | SH | $15.90M 7.19% | 31.63K | 0.00 | 0.00 |
EXXON MOBIL CORP COMSOLE | COM | 84.05K | SH | $9.48M 4.29% | 84.05K | 0.00 | 0.00 |
ALPHABET INC CL ASOLE | COM CL A | 38.42K | SH | $9.34M 4.23% | 38.42K | 0.00 | 0.00 |
CATERPILLAR INC COMSOLE | COM | 19.50K | SH | $9.30M 4.21% | 19.50K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | COM | 27.75K | SH | $9.16M 4.14% | 27.75K | 0.00 | 0.00 |
VISA INC CL ASOLE | COM CL A | 26.63K | SH | $9.09M 4.11% | 26.63K | 0.00 | 0.00 |
APPLE INC COMSOLE | COM | 30K | SH | $7.64M 3.46% | 30K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | COM | 37.50K | SH | $6.95M 3.15% | 37.50K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INC COMSOLE | COM | 22.40K | SH | $6.57M 2.97% | 22.40K | 0.00 | 0.00 |
MASTERCARD INC CL ASOLE | COM CL A | 11.14K | SH | $6.34M 2.87% | 11.14K | 0.00 | 0.00 |
MCDONALD'S CORP COMSOLE | COM | 19.80K | SH | $6.02M 2.72% | 19.80K | 0.00 | 0.00 |
MERCK & CO INC (NEW)SOLE | COM | 70.28K | SH | $5.90M 2.67% | 70.28K | 0.00 | 0.00 |
ABBVIE INC COMSOLE | COM | 24.60K | SH | $5.70M 2.58% | 24.60K | 0.00 | 0.00 |
BANK OF AMERICA CORP COMSOLE | COM | 107.20K | SH | $5.53M 2.50% | 107.20K | 0.00 | 0.00 |
INTUIT INC COMSOLE | COM | 7.85K | SH | $5.36M 2.43% | 7.85K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | COM | 14.75K | SH | $4.65M 2.11% | 14.75K | 0.00 | 0.00 |
CHUBB LIMITEDSOLE | COM | 16.16K | SH | $4.56M 2.06% | 16.16K | 0.00 | 0.00 |
ABBOTT LABORATORIES COMSOLE | COM | 32.80K | SH | $4.39M 1.99% | 32.80K | 0.00 | 0.00 |
STRYKER CORP COMSOLE | COM | 11.64K | SH | $4.30M 1.95% | 11.64K | 0.00 | 0.00 |
PROCTER & GAMBLE CO COMSOLE | COM | 25.27K | SH | $3.88M 1.76% | 25.27K | 0.00 | 0.00 |
QUALCOMM INC COMSOLE | COM | 21.20K | SH | $3.53M 1.60% | 21.20K | 0.00 | 0.00 |
PEPSICO INC COMSOLE | COM | 22.90K | SH | $3.22M 1.46% | 22.90K | 0.00 | 0.00 |
ANALOG DEVICES INC COMSOLE | COM | 11.94K | SH | $2.93M 1.33% | 11.94K | 0.00 | 0.00 |
ORACLE CORP COMSOLE | COM | 9.80K | SH | $2.76M 1.25% | 9.80K | 0.00 | 0.00 |
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