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Livermore
Livermore
ZHEN

Boit C F David

SEC CIK
0001308331
Latest filing
Jul 30, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
116
+1 vs. Q3 2021
Portfolio value
$157.6M
+$11.9M (+8.2%) vs. Q3 2021
Filed
Feb 14, 2022
SEC
Holdings of Boit C F David in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock32,260$10.8M6.9%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock32,978$9.86M6.3%−3,000−8.3%ReducedHistory
JNJJohnson & JohnsonStock40,675$6.96M4.4%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM104,963$6.42M4.1%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock73,199$5.61M3.6%00.0%UnchangedHistory
ADPAutomatic Data Processing IncStock21,675$5.34M3.4%00.0%UnchangedHistory
VVisa Inc.Stock24,630$5.34M3.4%00.0%UnchangedHistory
MCDMcDonalds CorpStock19,300$5.17M3.3%00.0%UnchangedHistory
BACBank of America CorpStock109,651$4.88M3.1%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock33,700$4.74M3.0%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock1,626$4.71M3.0%00.0%UnchangedHistory
MAMastercard IncStock12,340$4.43M2.8%00.0%UnchangedHistory
CATCaterpillar IncStock21,100$4.36M2.8%00.0%UnchangedHistory
AAPLApple Inc.Stock24,130$4.29M2.7%00.0%UnchangedHistory
PGProcter & Gamble CoStock24,004$3.93M2.5%00.0%UnchangedHistory
PEPPepsiCo IncStock21,900$3.80M2.4%00.0%UnchangedHistory
QCOMQualcomm IncStock20,600$3.77M2.4%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock25,300$3.43M2.2%00.0%UnchangedHistory
SYKStryker CorpStock11,395$3.05M1.9%+2,000+21.3%AddedHistory
CBChubb LtdStock15,665$3.03M1.9%00.0%UnchangedHistory
DHRDanaher CorpStock8,600$2.83M1.8%00.0%UnchangedHistory
CHDChurch & Dwight Co IncCOM27,190$2.79M1.8%00.0%UnchangedHistory
PFEPfizer IncStock44,618$2.63M1.7%00.0%UnchangedHistory
MMM3M CoStock14,760$2.62M1.7%00.0%UnchangedHistory
AMTAmerican Tower CorpREIT8,510$2.49M1.6%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock15,329$2.43M1.5%00.0%UnchangedHistory
PPGPPG Industries IncStock12,872$2.22M1.4%00.0%UnchangedHistory
CLColgate Palmolive CoStock23,600$2.01M1.3%00.0%UnchangedHistory
INTUIntuit Inc.Stock3,100$1.99M1.3%00.0%UnchangedHistory
ADIAnalog Devices IncStock9,444$1.66M1.1%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock2,475$1.65M1.0%00.0%UnchangedHistory
LNCLincoln National CorpCOM23,990$1.64M1.0%00.0%UnchangedHistory
UNPUnion Pacific CorpStock5,075$1.28M0.8%00.0%UnchangedHistory
WFCWells Fargo & CompanyStock26,163$1.25M0.8%00.0%UnchangedHistory
NVSNovartis AGADR12,800$1.12M0.7%00.0%UnchangedHistory
DISWalt Disney CoStock6,000$929.0K0.6%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock2,650$891.0K0.6%00.0%UnchangedHistory
VZVerizon Communications IncStock16,517$858.0K0.5%00.0%UnchangedHistory
ORCLOracle CorpStock9,800$855.0K0.5%00.0%UnchangedHistory
CMCSAComcast CorpStock16,772$844.0K0.5%00.0%UnchangedHistory
TAT&T Inc.Stock34,297$844.0K0.5%−4,000−10.4%ReducedHistory
PYPLPayPal Holdings, Inc.Stock4,150$783.0K0.5%+2,000+93.0%AddedHistory
PAYCPaycom Software, Inc.Stock1,750$727.0K0.5%00.0%UnchangedHistory
EMREmerson Electric CoStock7,800$725.0K0.5%00.0%UnchangedHistory
ULUnilever PLCSPON ADR NEW13,000$699.0K0.4%−2,000−13.3%ReducedHistory
LMTLockheed Martin CorpStock1,920$682.0K0.4%00.0%UnchangedHistory
AMGNAmgen IncStock3,000$675.0K0.4%00.0%UnchangedHistory
MSCIMSCI Inc.Stock910$558.0K0.4%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock815$544.0K0.3%00.0%UnchangedHistory
NXPINXP Semiconductors N.V.COM2,350$535.0K0.3%00.0%UnchangedHistory
EOGEOG Resources IncStock5,950$529.0K0.3%+300+5.3%AddedHistory
ADBEAdobe Inc.Stock905$513.0K0.3%00.0%UnchangedHistory
BDXBecton Dickinson & CoStock2,015$507.0K0.3%00.0%UnchangedHistory
CMSCMS Energy CorpCOM7,800$507.0K0.3%00.0%UnchangedHistory
IBMInternational Business Machines CorpStock3,784$506.0K0.3%00.0%UnchangedHistory
PHParker-Hannifin CorpStock1,500$477.0K0.3%00.0%UnchangedHistory
CVXChevron CorpStock4,000$469.0K0.3%00.0%UnchangedHistory
PCARPaccar IncCOM5,062$447.0K0.3%00.0%UnchangedHistory
TRVTravelers Companies, Inc.Stock2,400$375.0K0.2%00.0%UnchangedHistory
GEGeneral Electric CoCOM3,936$372.0K0.2%00.0%UnchangedHistory
BLKBlackRock, Inc.COM400$366.0K0.2%00.0%UnchangedHistory
PMPhilip Morris International Inc.Stock3,820$363.0K0.2%00.0%UnchangedHistory
NVDANVIDIA CorpStock1,200$353.0K0.2%00.0%UnchangedHistory
SHWSherwin Williams CoCOM900$317.0K0.2%00.0%UnchangedHistory
GLGlobe Life Inc.COM3,375$316.0K0.2%00.0%UnchangedHistory
BF.ABrown Forman CorpCL A4,160$282.0K0.2%00.0%UnchangedHistory
LINLinde PLCSHS800$277.0K0.2%00.0%UnchangedHistory
WEXWEX Inc.COM1,940$272.0K0.2%+200+11.5%AddedHistory
NKENIKE, Inc.Stock1,500$250.0K0.2%00.0%UnchangedHistory
OGNOrganon & Co.Stock7,316$223.0K0.1%00.0%UnchangedHistory
GLWCorning IncCOM6,000$223.0K0.1%00.0%UnchangedHistory
BABoeing CoStock1,100$221.0K0.1%00.0%UnchangedHistory
SNAPSnap IncStock4,500$212.0K0.1%00.0%UnchangedHistory
CLXClorox CoStock1,200$209.0K0.1%00.0%UnchangedHistory
FISVFiserv IncStock1,850$192.0K0.1%00.0%UnchangedHistory
ECLEcolab Inc.Stock785$184.0K0.1%00.0%UnchangedHistory
HDHome Depot, Inc.Stock425$176.0K0.1%00.0%UnchangedHistory
HDBHDFC Bank LtdSPONSORED ADS2,550$166.0K0.1%00.0%UnchangedHistory
AMZNAmazon Com IncStock42$140.0K0.1%00.0%UnchangedHistory
APDAir Products & Chemicals, Inc.Stock450$137.0K0.1%00.0%UnchangedHistory
FTVFortive CorpStock1,600$122.0K0.1%00.0%UnchangedHistory
TJXTJX Companies IncStock1,600$121.0K0.1%00.0%UnchangedHistory
BABAAlibaba Group Holding LtdADR1,000$119.0K0.1%00.0%UnchangedHistory
BF.BBrown Forman CorpStock1,539$112.0K0.1%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock1,800$112.0K0.1%00.0%UnchangedHistory
INTCIntel CorpStock2,108$109.0K0.1%00.0%UnchangedHistory
BAXBaxter International IncStock1,200$103.0K0.1%00.0%UnchangedHistory
ZBHZimmer Biomet Holdings, Inc.Stock800$102.0K0.1%00.0%UnchangedHistory
ITWIllinois Tool Works IncStock400$99.0K0.1%00.0%UnchangedHistory
APPAppLovin CorpCOM CL A1,000$94.0K0.1%00.0%UnchangedHistory
Royal Dutch Shell PLC780259206SPONS ADR A2,000$87.0K0.1%00.0%Unchanged–
EWEdwards Lifesciences CorpStock650$84.0K0.1%00.0%UnchangedHistory
WECWec Energy Group, Inc.Stock867$84.0K0.1%00.0%UnchangedHistory
AEGAegon Ltd.NY REGISTRY SHS14,695$73.0K<0.1%00.0%UnchangedHistory
EXCExelon CorpStock1,200$69.0K<0.1%00.0%UnchangedHistory
Farfetch Ltd30744W107ORD SH CL A2,000$67.0K<0.1%00.0%Unchanged–
AXPAmerican Express CoStock400$65.0K<0.1%00.0%UnchangedHistory
BUDAnheuser-Busch InBev SA/NVADR1,000$61.0K<0.1%00.0%UnchangedHistory
SLBSLB LimitedStock2,000$60.0K<0.1%00.0%UnchangedHistory
HBIHanesbrands Inc.COM3,400$57.0K<0.1%00.0%UnchangedHistory