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Size ($ in 1000's)
At 12/31/2023: $176,681
At 09/30/2023: $146,820
Boit C F David holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Boit C F David 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Boit C F David top holdings by largest position size, as per the latest 13f filing made by Boit C F David.
In the Boit C F David-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Boit C F David in that top holding, then the share count change between reporting periods, and finally the Boit C F David top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
 BERKSHIRE HATHAWAY INC CL B NEW |
|
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$12,186 | | BRK.B | 33,228 | +1,700 | $12,186 | | MICROSOFT CORP COM |
32,704 |
+1,500 |
$12,120 | | MSFT | 32,704 | +1,500 | $12,120 | | EXXON MOBIL CORP COM |
98,313 |
-2,750 |
$10,148 | | XOM | 98,313 | -2,750 | $10,148 | | MERCK & CO INC NEW |
71,283 |
+4,958 |
$8,181 | | MRK | 71,283 | +4,958 | $8,181 | | VISA INC CL A |
26,630 |
+2,700 |
$6,870 | | V | 26,630 | +2,700 | $6,870 | | JOHNSON & JOHNSON COM |
41,625 |
+1,500 |
$6,700 | | JNJ | 41,625 | +1,500 | $6,700 | | CATERPILLAR INC COM |
22,400 |
+2,000 |
$6,368 | | CAT | 22,400 | +2,000 | $6,368 | | MCDONALD S CORP COM |
19,800 |
+1,000 |
$5,829 | | MCD | 19,800 | +1,000 | $5,829 | | APPLE INC COM |
30,002 |
+4,600 |
$5,528 | | AAPL | 30,002 | +4,600 | $5,528 | | AUTOMATIC DATA PROCESSING INC COM |
22,400 |
+1,125 |
$5,208 | | ADP | 22,400 | +1,125 | $5,208 | | ALPHABET INC CL A |
35,322 |
+4,600 |
$4,907 | | GOOGL | 35,322 | +4,600 | $4,907 | | MASTERCARD INC CL A |
11,140 |
+800 |
$4,665 | | MA | 11,140 | +800 | $4,665 | | BANK OF AMERICA CORP COM |
119,976 |
+11,769 |
$4,023 | | BAC | 119,976 | +11,769 | $4,023 | | PEPSICO INC COM |
22,900 |
+1,400 |
$3,961 | | PEP | 22,900 | +1,400 | $3,961 | | ABBVIE INC COM |
24,600 |
UNCH |
$3,947 | | ABBV | 24,600 | UNCH | $3,947 | | PROCTER & GAMBLE CO COM |
25,274 |
+1,602 |
$3,737 | | PG | 25,274 | +1,602 | $3,737 | | ABBOTT LABORATORIES COM |
32,800 |
+1,100 |
$3,592 | | ABT | 32,800 | +1,100 | $3,592 | | CHUBB LIMITED |
15,365 |
+1,167 |
$3,479 | | CB | 15,365 | +1,167 | $3,479 | | STRYKER CORP COM |
11,545 |
+600 |
$3,394 | | SYK | 11,545 | +600 | $3,394 | | BROADCOM INC COM |
2,875 |
UNCH |
$3,043 | | AVGO | 2,875 | UNCH | $3,043 | | QUALCOMM INC COM |
21,300 |
UNCH |
$2,931 | | QCOM | 21,300 | UNCH | $2,931 | | JPMORGAN CHASE & CO COM |
16,629 |
+2,492 |
$2,849 | | JPM | 16,629 | +2,492 | $2,849 | | INTUIT INC COM |
4,800 |
+1,350 |
$2,837 | | INTU | 4,800 | +1,350 | $2,837 | | CHURCH & DWIGHT INC COM |
29,440 |
+2,850 |
$2,766 | | CHD | 29,440 | +2,850 | $2,766 | | ANALOG DEVICES INC COM |
11,944 |
+1,500 |
$2,257 | | ADI | 11,944 | +1,500 | $2,257 | | DANAHER CORP COM |
8,850 |
+1,400 |
$2,043 | | DHR | 8,850 | +1,400 | $2,043 | | AMERICAN TOWER CORP CL A REIT |
9,210 |
+1,525 |
$1,977 | | AMT | 9,210 | +1,525 | $1,977 | | PPG INDUSTRIES INC COM |
12,872 |
UNCH |
$1,874 | | PPG | 12,872 | UNCH | $1,874 | | COLGATE PALMOLIVE CO COM |
20,600 |
+200 |
$1,646 | | CL | 20,600 | +200 | $1,646 | | EOG RESOURCES INC COM |
11,950 |
+3,500 |
$1,494 | | EOG | 11,950 | +3,500 | $1,494 | | PFIZER INC COM |
49,103 |
+4,761 |
$1,460 | | PFE | 49,103 | +4,761 | $1,460 | | UNION PACIFIC CORP COM |
5,625 |
+1,600 |
$1,360 | | UNP | 5,625 | +1,600 | $1,360 | | NOVARTIS AG SPONSORED ADR |
12,800 |
UNCH |
$1,342 | | NVS | 12,800 | UNCH | $1,342 | | LOCKHEED MARTIN CORP COM |
2,760 |
UNCH |
$1,267 | | LMT | 2,760 | UNCH | $1,267 | | PACCAR INC COM |
13,330 |
+5,737 |
$1,265 | | PCAR | 13,330 | +5,737 | $1,265 | | 3M COMPANY COM |
11,360 |
+360 |
$1,224 | | MMM | 11,360 | +360 | $1,224 | | AMGEN INC COM |
4,000 |
+1,000 |
$1,203 | | AMGN | 4,000 | +1,000 | $1,203 | | THERMO FISHER SCIENTIFIC INC COM |
2,215 |
+715 |
$1,171 | | TMO | 2,215 | +715 | $1,171 | | PARKER HANNIFIN CORP COM |
2,500 |
+1,000 |
$1,127 | | PH | 2,500 | +1,000 | $1,127 | | ADOBE INC |
1,800 |
+850 |
$1,029 | | ADBE | 1,800 | +850 | $1,029 | | ORACLE CORP COM |
9,800 |
UNCH |
$1,004 | | ORCL | 9,800 | UNCH | $1,004 | | WELLS FARGO & CO COM |
19,363 |
UNCH |
$943 | | WFC | 19,363 | UNCH | $943 | | COMCAST CORP CL A NEW |
16,772 |
+272 |
$726 | | CMCSA | 16,772 | +272 | $726 | | PAYCOM SOFTWARE INC |
3,700 |
+1,000 |
$719 | | PAYC | 3,700 | +1,000 | $719 | | NESTLE S A SPONSORED ADR |
5,800 |
+200 |
$676 | | COM | 5,800 | +200 | $676 | | GRAINGER W.W. INC COM |
800 |
+800 |
$647 | | GWW | 800 | +800 | $647 | | LINCOLN NATIONAL CORP COM |
23,990 |
UNCH |
$634 | | LNC | 23,990 | UNCH | $634 | | UNILEVER PLC SPONSORED ADR NEW |
13,000 |
UNCH |
$634 | | UL | 13,000 | UNCH | $634 | | CHEVRON CORP COM |
4,000 |
UNCH |
$609 | | CVX | 4,000 | UNCH | $609 | | AMAZON.COM INC COM |
3,940 |
+3,000 |
$585 | | AMZN | 3,940 | +3,000 | $585 |
See Full List: All Stocks Held By Boit C F David
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Boit C F David
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