BC
| |
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
View Full List
| 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 | -8.46% | +6.39% | 1,039,024.7 | Insurance | |
MSFT | Microsoft Corp | 31,804 | 11,938.9 | 0% | 6.030 | 0% | 0.000 | +34.31% | +19.54% | 3,730,691.1 | Software | |
XOM | Exxon Mobil Corp | 84,053 | 9,996.4 | 0% | 5.050 | 0% | 0.000 | +3.04% | +3.77% | 472,445.5 | Oil & Gas | |
V | Visa Inc | 26,630 | 9,332.8 | 0% | 4.720 | 0% | 0.000 | +5.82% | +12.14% | 690,034.9 | Credit Services | |
ADP | Automatic Data Processing Inc | 22,400 | 6,843.9 | 0% | 3.460 | 0% | 0.010 | +3.61% | +4.45% | 122,840.3 | Software | |
AAPL | Apple Inc | 30,002 | 6,664.3 | 0% | 3.370 | 0% | 0.000 | +4.16% | -14.80% | 3,178,866.5 | Hardware | |
CAT | Caterpillar Inc | 19,500 | 6,431.1 | 0% | 3.250 | 0% | 0.000 | +44.45% | +18.77% | 200,201.3 | Farm & Heavy Construction Machinery | |
MRK | Merck & Co Inc | 70,283 | 6,308.6 | 0% | 3.190 | 0% | 0.000 | +6.56% | -14.93% | 208,591.4 | Drug Manufacturers | |
JNJ | Johnson & Johnson | 37,500 | 6,219.0 | -8.87% | 3.140 | -0.22% | 0.000 | +8.26% | +17.25% | 401,309.0 | Drug Manufacturers | |
MCD | McDonald's Corp | 19,800 | 6,184.9 | 0% | 3.130 | 0% | 0.000 | -5.91% | +3.96% | 213,051.2 | Restaurants |
Boit C F David's Historical Top Holdings Breakdowns
Boit C F David's Top Stock Picks
View Full List
| 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 | $768.03 | 27.90% | 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 | $5,723.63 | 19.70% | New holding | 150 | 150 | |
DIS | The Walt Disney Co | 2025-03-31 | Reduce Reduce | -0.23% | 96.87 ($107.47) 114 | $122.55 | 14.03% | Reduce -92.59% | 400 | -5,000 | |
JNJ | Johnson & Johnson | 2025-03-31 | Reduce Reduce | -0.22% | 142.06 ($156.47) 167.7 | $166.79 | 6.60% | 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 | $47.97 | 7.64% | Reduce -8.53% | 107,198 | -10,000 | |
GOOGL | Alphabet Inc | 2025-03-31 | Add Add | +0.16% | 154.33 ($181.36) 206.38 | $189.94 | 4.73% | Add 5.49% | 38,422 | 2,000 | |
WFC | Wells Fargo & Co | 2025-03-31 | Reduce Reduce | -0.14% | 66.78 ($75.08) 81.42 | $82.84 | 10.34% | Reduce -32.22% | 10,519 | -5,000 | |
EMR | Emerson Electric Co | 2025-03-31 | Reduce Reduce | -0.10% | 108.64 ($120.56) 131.17 | $146.25 | 21.30% | Reduce -34.48% | 3,800 | -2,000 | |
PPG | PPG Industries Inc | 2025-03-31 | Reduce Reduce | -0.10% | 107.44 ($115.29) 124.29 | $115.81 | 0.45% | Reduce -15.54% | 10,872 | -2,000 | |
CL | Colgate-Palmolive Co | 2025-03-31 | Reduce Reduce | -0.07% | 85.68 ($89.54) 97.5 | $88.52 | -1.14% | Reduce -10.99% | 16,200 | -2,000 |
Boit C F David Total Holding History ($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
- 1
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
Size field:
Boit C F David's Holdings Bubble Chart
Boit C F David News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers