BOIT C F DAVID

PrivateCIK: 1308331
Location

BOSTON, MA

117
Positions
$225.31M
Total AUM (reported)
1.18M
Total Shares

Allocation by class

TOTAL AUM$225.31M117 positions
COM$177.57M78.8%
COM CL A$29.71M13.2%
COM CL B$15.32M6.8%
ADR$2.71M1.2%

Portfolio Concentration

Top 318.4%4–1029.0%11–2528.9%Rest23.7%TOP 1047.4%0%100%
Top 3$41.49M18.4%
4–10$65.36M29.0%
11–25$65.18M28.9%
Rest$53.29M23.7%

Top 3 weight

18.4%

Top 10 weight

47.4%

Voting Authority Distribution

Total shares with voting rights: 1.18M

Sole

Full voting authority

1.18M

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:

BERKSHIRE HATHAWAY INC CL B (NEW)

SOLE
COM CL B
Shares31.63K
TypeSH
Market value$15.16M
6.73%
Sole
31.63K
Shared
0.00
None
0.00

EXXON MOBIL CORP COM

SOLE
COM
Shares84.05K
TypeSH
Market value$14.26M
6.33%
Sole
84.05K
Shared
0.00
None
0.00

MICROSOFT CORP COM

SOLE
COM
Shares32.60K
TypeSH
Market value$12.07M
5.36%
Sole
32.60K
Shared
0.00
None
0.00

CATERPILLAR INC COM

SOLE
COM
Shares16.50K
TypeSH
Market value$11.69M
5.19%
Sole
16.50K
Shared
0.00
None
0.00

ALPHABET INC CL A

SOLE
COM CL A
Shares38.32K
TypeSH
Market value$11.02M
4.89%
Sole
38.32K
Shared
0.00
None
0.00

VISA INC CL A

SOLE
COM CL A
Shares26.63K
TypeSH
Market value$9.31M
4.13%
Sole
26.63K
Shared
0.00
None
0.00

JOHNSON & JOHNSON COM

SOLE
COM
Shares35.50K
TypeSH
Market value$8.68M
3.85%
Sole
35.50K
Shared
0.00
None
0.00

BROADCOM INC COM

SOLE
COM
Shares27.75K
TypeSH
Market value$8.59M
3.81%
Sole
27.75K
Shared
0.00
None
0.00

MERCK & CO INC (NEW)

SOLE
COM
Shares70.28K
TypeSH
Market value$8.45M
3.75%
Sole
70.28K
Shared
0.00
None
0.00

APPLE INC COM

SOLE
COM
Shares30K
TypeSH
Market value$7.61M
3.38%
Sole
30K
Shared
0.00
None
0.00

MCDONALD'S CORP COM

SOLE
COM
Shares19.80K
TypeSH
Market value$6.15M
2.73%
Sole
19.80K
Shared
0.00
None
0.00

MASTERCARD INC CL A

SOLE
COM CL A
Shares11.14K
TypeSH
Market value$5.57M
2.47%
Sole
11.14K
Shared
0.00
None
0.00

ABBVIE INC COM

SOLE
COM
Shares24.60K
TypeSH
Market value$5.35M
2.37%
Sole
24.60K
Shared
0.00
None
0.00

CHUBB LIMITED

SOLE
COM
Shares16.16K
TypeSH
Market value$5.27M
2.34%
Sole
16.16K
Shared
0.00
None
0.00

BANK OF AMERICA CORP COM

SOLE
COM
Shares107.20K
TypeSH
Market value$5.23M
2.32%
Sole
107.20K
Shared
0.00
None
0.00

AUTOMATIC DATA PROCESSING INC COM

SOLE
COM
Shares22.40K
TypeSH
Market value$4.55M
2.02%
Sole
22.40K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO COM

SOLE
COM
Shares14.55K
TypeSH
Market value$4.28M
1.90%
Sole
14.55K
Shared
0.00
None
0.00

INTUIT INC COM

SOLE
COM
Shares9.10K
TypeSH
Market value$3.93M
1.75%
Sole
9.10K
Shared
0.00
None
0.00

STRYKER CORP COM

SOLE
COM
Shares11.64K
TypeSH
Market value$3.83M
1.70%
Sole
11.64K
Shared
0.00
None
0.00

QUALCOMM INC COM

SOLE
COM
Shares21.50K
TypeSH
Market value$3.82M
1.70%
Sole
21.50K
Shared
0.00
None
0.00

ANALOG DEVICES INC COM

SOLE
COM
Shares11.94K
TypeSH
Market value$3.80M
1.69%
Sole
11.94K
Shared
0.00
None
0.00

PROCTER & GAMBLE CO COM

SOLE
COM
Shares25.27K
TypeSH
Market value$3.65M
1.62%
Sole
25.27K
Shared
0.00
None
0.00

ABBOTT LABORATORIES COM

SOLE
COM
Shares32.80K
TypeSH
Market value$3.37M
1.49%
Sole
32.80K
Shared
0.00
None
0.00

PEPSICO INC COM

SOLE
COM
Shares22.90K
TypeSH
Market value$3.20M
1.42%
Sole
22.90K
Shared
0.00
None
0.00

LOCKHEED MARTIN CORP COM

SOLE
COM
Shares5.26K
TypeSH
Market value$3.18M
1.41%
Sole
5.26K
Shared
0.00
None
0.00
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