Boit C F David
CIK: 0001308331SEC EDGAR →
Portfolio Value
$231.4M
Holdings
119
As of
Q4 2025
New Positions
121
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC CL B (NEW) | 31,628 | $15.8M | 6.82% |
| 2 | MICROSOFT CORP COM | 31,804 | $15.2M | 6.59% |
| 3 | ALPHABET INC CL A | 38,322 | $12.6M | 5.44% |
| 4 | CATERPILLAR INC COM | 18,800 | $11.6M | 5.02% |
| 5 | EXXON MOBIL CORP COM | 84,053 | $10.5M | 4.53% |
| 6 | BROADCOM INC COM | 27,750 | $9.6M | 4.14% |
| 7 | VISA INC CL A | 26,630 | $9.3M | 4.03% |
| 8 | APPLE INC COM | 30,002 | $7.8M | 3.36% |
| 9 | MERCK & CO INC (NEW) | 70,283 | $7.8M | 3.36% |
| 10 | JOHNSON & JOHNSON COM | 37,500 | $7.7M | 3.31% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (121)
$15.8M · 32K shares
$15.2M · 32K shares
$12.6M · 38K shares
$11.6M · 19K shares
$10.5M · 84K shares
$9.6M · 28K shares
$9.3M · 27K shares
$7.8M · 30K shares
$7.8M · 70K shares
$7.7M · 38K shares
$6.4M · 11K shares
$6.1M · 20K shares
$6.0M · 107K shares
$6.0M · 22K shares
$5.4M · 25K shares
$5.1M · 8K shares
$5.0M · 16K shares
$4.9M · 15K shares
$4.3M · 12K shares
$4.1M · 33K shares
$3.8M · 22K shares
$3.6M · 12K shares
$3.6M · 25K shares
$3.2M · 23K shares
$2.9M · 5K shares
$2.9M · 3K shares
$2.1M · 9K shares
$2.0M · 23K shares
$1.9M · 10K shares
$1.8M · 13K shares
$1.7M · 3K shares
$1.6M · 13K shares
$1.5M · 9K shares
$1.4M · 17K shares
$1.4M · 250 shares
$1.3M · 16K shares
$1.3M · 4K shares
$1.3M · 6K shares
$1.3M · 4K shares
$1.3M · 49K shares
$1.2M · 12K shares
$1.2M · 11K shares
$1.1M · 6K shares
$1.1M · 4K shares
$1.1M · 4K shares
$1.1M · 24K shares
$1.0M · 11K shares
$903K · 3K shares
$823K · 800 shares
$784K · 2K shares
$741K · 12K shares
$653K · 1K shares
$648K · 4K shares
$647K · 1K shares
$647K · 700 shares
$628K · 4K shares
$621K · 4K shares
$572K · 2K shares
$547K · 4K shares
NESTLE S A SPONSORED ADR
$545K · 6K shares
$545K · 8K shares
$495K · 796 shares
$481K · 12K shares
$475K · 17K shares
$470K · 810 shares
$458K · 1K shares
$434K · 400 shares
$398K · 4K shares
$397K · 2K shares
$382K · 300 shares
$379K · 700 shares
$371K · 3K shares
$355K · 800 shares
JARDINE MATHESON HOLDINGS LTD ORD
$336K · 5K shares
$331K · 2K shares
$326K · 750 shares
$317K · 900 shares
$297K · 4K shares
$261K · 4K shares
$255K · 3K shares
$240K · 2K shares
$237K · 1K shares
$225K · 600 shares
$224K · 1K shares
$217K · 800 shares
$187K · 100 shares
JARDINE MATHESON HOLDINGS LTD ADR
$183K · 2K shares
$177K · 2K shares
$161K · 1K shares
$160K · 7K shares
$146K · 2K shares
$141K · 2K shares
$139K · 2K shares
$137K · 400 shares
$123K · 7K shares
$123K · 2K shares
$118K · 450 shares
$112K · 15K shares
$108K · 4K shares
$102K · 400 shares
$102K · 3K shares
$98K · 2K shares
$95K · 1K shares
$90K · 867 shares
$90K · 2K shares
$86K · 500 shares
$84K · 300 shares
$78K · 3K shares
$70K · 750 shares
$46K · 400 shares
$39K · 3K shares
$39K · 1K shares
$35K · 5K shares
$24K · 160 shares
$23K · 670 shares
$21K · 208 shares
$21K · 2K shares
$13K · 133 shares
$7K · 160 shares
$7K · 525 shares
$4K · 10 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 21 | $55.4M | 23.9% |
| Financial Services | 15 | $36.3M | 15.7% |
| Healthcare | 11 | $36.1M | 15.6% |
| Industrials | 15 | $29.7M | 12.8% |
| Unknown | 16 | $20.6M | 8.9% |
| Communication Services | 7 | $14.0M | 6.0% |
| Energy | 6 | $12.7M | 5.5% |
| Consumer Defensive | 9 | $12.2M | 5.3% |
| Consumer Cyclical | 9 | $9.2M | 4.0% |
| Basic Materials | 6 | $2.3M | 1.0% |
| Real Estate | 1 | $1.5M | 0.6% |
| Utilities | 5 | $1.4M | 0.6% |