BC
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Boit C F David13F | |
| Boit C F David | |
| Last update 2025-04-09 | 125 Stocks (2 new) |
| Value $198.00 Mil | Turnover 1 % |
Boit C F David Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 31,628 | 16,844.4 | 0% | 8.510 | 0% | 0.000 | -8.52% | +7.00% | 1,046,283.1 | Insurance | |
MSFT | Microsoft Corp | 31,804 | 11,938.9 | 0% | 6.030 | 0% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
XOM | Exxon Mobil Corp | 84,053 | 9,996.4 | 0% | 5.050 | 0% | 0.000 | +0.71% | +6.21% | 483,541.5 | Oil & Gas | |
V | Visa Inc | 26,630 | 9,332.8 | 0% | 4.720 | 0% | 0.000 | +5.91% | +13.93% | 701,033.1 | Credit Services | |
ADP | Automatic Data Processing Inc | 22,400 | 6,843.9 | 0% | 3.460 | 0% | 0.010 | +1.75% | +6.72% | 125,511.3 | Software | |
AAPL | Apple Inc | 30,002 | 6,664.3 | 0% | 3.370 | 0% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
CAT | Caterpillar Inc | 19,500 | 6,431.1 | 0% | 3.250 | 0% | 0.000 | +30.75% | +10.61% | 187,119.5 | Farm & Heavy Construction Machinery | |
MRK | Merck & Co Inc | 70,283 | 6,308.6 | 0% | 3.190 | 0% | 0.000 | -5.38% | -17.12% | 203,217.8 | Drug Manufacturers | |
JNJ | Johnson & Johnson | 37,500 | 6,219.0 | -8.87% | 3.140 | -0.22% | 0.000 | -1.55% | +9.67% | 375,371.5 | Drug Manufacturers | |
MCD | McDonald's Corp | 19,800 | 6,184.9 | 0% | 3.130 | 0% | 0.000 | -7.08% | +2.61% | 210,276.8 | Restaurants |
Boit C F David's Historical Top Holdings Breakdowns
Boit C F David's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
INTU | Intuit Inc | 2025-03-31 | Add Add | +0.54% | 555.63 ($600.51) 630.23 | $780.64 | 30.00% | Add 36.46% | 6,550 | 1,750 | |
BKNG | Booking Holdings Inc | 2025-03-31 | New Buy New Buy | +0.35% | 4295.4 ($4781.72) 5141.88 | $5,716.80 | 19.56% | New holding | 150 | 150 | |
DIS | The Walt Disney Co | 2025-03-31 | Reduce Reduce | -0.23% | 96.87 ($107.47) 114 | $124.00 | 15.38% | Reduce -92.59% | 400 | -5,000 | |
JNJ | Johnson & Johnson | 2025-03-31 | Reduce Reduce | -0.22% | 142.06 ($156.47) 167.7 | $156.01 | -0.29% | Reduce -8.87% | 37,500 | -3,650 | |
BAC | Bank of America Corp | 2025-03-31 | Reduce Reduce | -0.18% | 39.61 ($44.56) 47.74 | $48.93 | 9.81% | Reduce -8.53% | 107,198 | -10,000 | |
GOOGL | Alphabet Inc | 2025-03-31 | Add Add | +0.16% | 154.33 ($181.36) 206.38 | $179.53 | -1.01% | Add 5.49% | 38,422 | 2,000 | |
WFC | Wells Fargo & Co | 2025-03-31 | Reduce Reduce | -0.14% | 66.78 ($75.08) 81.42 | $83.60 | 11.35% | Reduce -32.22% | 10,519 | -5,000 | |
EMR | Emerson Electric Co | 2025-03-31 | Reduce Reduce | -0.10% | 108.64 ($120.56) 131.17 | $139.76 | 15.93% | Reduce -34.48% | 3,800 | -2,000 | |
PPG | PPG Industries Inc | 2025-03-31 | Reduce Reduce | -0.10% | 107.44 ($115.29) 124.29 | $118.28 | 2.59% | Reduce -15.54% | 10,872 | -2,000 | |
CL | Colgate-Palmolive Co | 2025-03-31 | Reduce Reduce | -0.07% | 85.68 ($89.54) 97.5 | $92.78 | 3.62% | Reduce -10.99% | 16,200 | -2,000 |
Boit C F David Total Holding History ($B)
Boit C F David's Asset Allocation
Boit C F David Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Boit C F David's Hypothetical Growth since 2025-03-31
Boit C F David's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Boit C F David's Holdings Heat Map
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Boit C F David's Holdings Bubble Chart
Boit C F David News
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