Boit C F David

13F Holdings
Filed: 2025-01-24
Portfolio Value
246.04M arrow_upward 21.89%
Number of Holdings
lock info
Reporting Date
2024-12-31
Key Stats trending_flat
CIK
0001308331
Filing Date
2025-01-24 00:00:00
Address
230 Congress St
Boston
MA
Prior Value
201.86M
Top 10 Holdings %
lock
Portfolio Value
Boit C F David
(13F - 2024-12-31)
Home Depot Inc Com
-
2025-01-24
Value
47.65M
Shares
1.23K
Portfolio %
19.37%
Berkshire Hathaway Inc Cl B (New)
-
2025-01-24
Value
14.34M
Shares
31.63K
Portfolio %
5.83%
Microsoft Corp Com
-
2025-01-24
Value
13.41M
Shares
31.80K
Portfolio %
5.45%
Exxon Mobil Corp Com
-
2025-01-24
Value
9.04M
Shares
84.05K
Portfolio %
3.67%
Visa Inc Cl A
-
2025-01-24
Value
8.42M
Shares
26.63K
Portfolio %
3.42%
Apple Inc Com
-
2025-01-24
Value
7.51M
Shares
30.00K
Portfolio %
3.05%
Caterpillar Inc Com
-
2025-01-24
Value
7.07M
Shares
19.50K
Portfolio %
2.88%
Merck & Co Inc (New)
-
2025-01-24
Value
6.99M
Shares
70.28K
Portfolio %
2.84%
Alphabet Inc Cl A
-
2025-01-24
Value
6.89M
Shares
36.42K
Portfolio %
2.80%
Broadcom Inc Com
-
2025-01-24
Value
6.67M
Shares
28.75K
Portfolio %
2.71%
Top Increases | Boit C F David
(2024-09-30 → 2024-12-31)
Home Depot Inc Com
-
2025-01-24
Value Change
arrow_upward 47.15M
Shares
arrow_upward 0.00
Portfolio % Change
arrow_upward 19.12%
Portfolio %
19.37%
Paycom Software Inc
-
2025-01-24
Value Change
arrow_upward 813.19K
Shares
arrow_upward 0.00
Portfolio % Change
arrow_upward 0.33%
Portfolio %
0.33%
Broadcom Inc Com
-
2025-01-24
Value Change
arrow_upward 1.76M
Shares
arrow_upward 0.00
Portfolio % Change
arrow_upward 0.28%
Portfolio %
2.71%
Jardine Matheson Holdings Ltd Adr
-
2025-01-24
Value Change
arrow_upward 185.58K
Shares
arrow_upward 4.50K
Portfolio % Change
arrow_upward 0.07%
Portfolio %
0.10%
Applovin Corp A
-
2025-01-24
Value Change
arrow_upward 192.47K
Shares
arrow_upward 0.00
Portfolio % Change
arrow_upward 0.07%
Portfolio %
0.13%
Wells Fargo & Co Com
-
2025-01-24
Value Change
arrow_upward 231.85K
Shares
arrow_upward 0.00
Portfolio % Change
arrow_upward 0.02%
Portfolio %
0.44%
Ge Vernova Inc
-
2025-01-24
Value Change
arrow_upward 75.34K
Shares
arrow_upward 0.00
Portfolio % Change
arrow_upward 0.01%
Portfolio %
0.13%
Kyndrul Holdings Inc
-
2025-01-24
Value Change
arrow_upward 188.00
Shares
arrow_upward 0.00
Portfolio % Change
arrow_upward 0.00%
Portfolio %
0.00%
Warner Bros Discovery Inc
-
2025-01-24
Value Change
arrow_upward 109.00
Shares
arrow_upward 0.00
Portfolio % Change
arrow_upward 0.00%
Portfolio %
0.00%
Top Decreases | Boit C F David
(2024-09-30 → 2024-12-31)
Zions Bancorp Na Com
-
2025-01-24
Value Change
arrow_downward 3.08K
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.01%
Intel Corp Com
-
2025-01-24
Value Change
arrow_downward -253.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.00%
Organon & Co
-
2025-01-24
Value Change
arrow_downward -749.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.00%
Fairfax India Holdings Corp Ord
-
2025-01-24
Value Change
arrow_downward 1.26K
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.01%
Ge Healthcare Technology
-
2025-01-24
Value Change
arrow_downward -797.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.00%
Pjsc Lukoil Sponsored Adr
-
2025-01-24
Value Change
arrow_downward 1.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.01%
Pagseguro Digital Ltd - Cl A
-
2025-01-24
Value Change
arrow_downward -4120.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.01%
Yum China Holdings Inc Com
-
2025-01-24
Value Change
arrow_downward -1316.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.01%
Entegris Inc Com
-
2025-01-24
Value Change
arrow_downward -2883.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.01%
Snap Inc - A
-
2025-01-24
Value Change
arrow_downward -385.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.02%
Boit C F David (13F - 2024-12-31) Comparing to 2024-09-30
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | Boit C F David
(2024-09-30 → 2024-12-31)
Nestle S A Sponsored Adr
-
2025-01-24
Value
add_circle 479.23K
Shares
5.80K
Portfolio %
0.19%
% Change
0.19%
Vodafone Group Plc Sponsored Adr (New)
-
2025-01-24
Value
add_circle 13.36K
Shares
1.57K
Portfolio %
0.01%
% Change
0.01%
Closed Positions | Boit C F David
(2024-09-30 → 2024-12-31)
Vodafone Group Plc Sponsored Adr
-
2024-10-07
Value
remove_circle 15.33K
Shares
1.57K
Previous %
0.25%
% Change
-0.25%
Boeing Co Com
BA-PA
2024-10-07
Value
remove_circle 152.89K
Shares
1.00K
Previous %
0.25%
% Change
-0.25%
Jardine Matheson Holdings Ltd Ord
-
2024-10-07
Value
remove_circle 180.85K
Shares
4.50K
Previous %
0.25%
% Change
-0.25%
Nestle A Sponsored Adr
NSRGY
2024-10-07
Value
remove_circle 579.97K
Shares
5.80K
Previous %
0.25%
% Change
-0.25%