Boit C F David
- SEC CIK
- 0001308331
- Latest filing
- Jul 30, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 2, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 109
- +2 vs. Q4 2022
- Portfolio value
- $146.4M
- +$6.13M (+4.4%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 101,063 | $11.8M | 8.0% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 31,528 | $10.2M | 7.0% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 31,204 | $9.00M | 6.1% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 67,225 | $7.67M | 5.2% | −2,100−3.0% | Reduced | History |
| JNJJohnson & Johnson | Stock | 40,125 | $6.52M | 4.5% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 23,930 | $5.57M | 3.8% | 00.0% | Unchanged | History |
| MCDMcDonalds Corp | Stock | 19,100 | $5.56M | 3.8% | 00.0% | Unchanged | History |
| ADPAutomatic Data Processing Inc | Stock | 21,275 | $4.62M | 3.2% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 20,400 | $4.58M | 3.1% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 24,202 | $4.26M | 2.9% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 21,500 | $3.97M | 2.7% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 24,600 | $3.97M | 2.7% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 10,340 | $3.85M | 2.6% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 23,672 | $3.58M | 2.4% | 00.0% | Unchanged | History |
| ABTAbbott Laboratories | Stock | 31,700 | $3.56M | 2.4% | 00.0% | Unchanged | History |
| SYKStryker Corp | Stock | 10,945 | $3.28M | 2.2% | +50+0.5% | Added | History |
| BACBank of America Corp | Stock | 108,207 | $3.25M | 2.2% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 30,722 | $3.20M | 2.2% | +100+0.3% | Added | History |
| CBChubb Ltd | Stock | 14,198 | $2.90M | 2.0% | −1,000−6.6% | Reduced | History |
| QCOMQualcomm Inc | Stock | 21,300 | $2.52M | 1.7% | 00.0% | Unchanged | History |
| CHDChurch & Dwight Co Inc | COM | 26,590 | $2.38M | 1.6% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 14,137 | $2.00M | 1.4% | 00.0% | Unchanged | History |
| DHRDanaher Corp | Stock | 7,450 | $1.90M | 1.3% | +50+0.7% | Added | History |
| AVGOBroadcom Inc. | Stock | 2,875 | $1.82M | 1.2% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 9,644 | $1.82M | 1.2% | +200+2.1% | Added | History |
| PPGPPG Industries Inc | Stock | 12,872 | $1.81M | 1.2% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 44,342 | $1.78M | 1.2% | 00.0% | Unchanged | History |
| AMTAmerican Tower Corp | REIT | 7,685 | $1.60M | 1.1% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 20,400 | $1.54M | 1.1% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 3,350 | $1.49M | 1.0% | +500+17.5% | Added | History |
| LMTLockheed Martin Corp | Stock | 2,720 | $1.35M | 0.9% | +800+41.7% | Added | History |
| NVSNovartis AG | ADR | 12,800 | $1.25M | 0.9% | 00.0% | Unchanged | History |
| MMM3M Co | Stock | 11,000 | $1.17M | 0.8% | −2,600−19.1% | Reduced | History |
| EOGEOG Resources Inc | Stock | 8,450 | $1.00M | 0.7% | +3,000+55.0% | Added | History |
| WFCWells Fargo & Company | Stock | 26,163 | $978.4K | 0.7% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 9,800 | $938.9K | 0.6% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 4,025 | $813.0K | 0.6% | +50+1.3% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 1,300 | $753.9K | 0.5% | +300+30.0% | Added | History |
| AMGNAmgen Inc | Stock | 3,000 | $738.6K | 0.5% | 00.0% | Unchanged | History |
| ULUnilever PLC | SPON ADR NEW | 13,000 | $700.2K | 0.5% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 4,000 | $682.7K | 0.5% | 00.0% | Unchanged | History |
| VZVerizon Communications Inc | Stock | 16,517 | $637.6K | 0.4% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 16,500 | $631.1K | 0.4% | 00.0% | Unchanged | History |
| PCARPaccar Inc | COM | 7,593 | $553.6K | 0.4% | +2,531+50.0% | Added | History |
| DISWalt Disney Co | Stock | 5,400 | $533.3K | 0.4% | 00.0% | Unchanged | History |
| LNCLincoln National Corp | COM | 23,990 | $526.8K | 0.4% | 00.0% | Unchanged | History |
| EMREmerson Electric Co | Stock | 5,800 | $500.9K | 0.3% | −1,000−14.7% | Reduced | History |
| PHParker-Hannifin Corp | Stock | 1,500 | $485.1K | 0.3% | 00.0% | Unchanged | History |
| CMSCMS Energy Corp | COM | 7,800 | $480.6K | 0.3% | 00.0% | Unchanged | History |
| PAYCPaycom Software, Inc. | Stock | 1,550 | $472.7K | 0.3% | 00.0% | Unchanged | History |
| MSCIMSCI Inc. | Stock | 810 | $441.8K | 0.3% | 00.0% | Unchanged | History |
| IBMInternational Business Machines Corp | Stock | 3,496 | $441.6K | 0.3% | 00.0% | Unchanged | History |
| PMPhilip Morris International Inc. | Stock | 3,820 | $387.8K | 0.3% | 00.0% | Unchanged | History |
| GEGeneral Electric Co | COM | 3,750 | $371.4K | 0.3% | 00.0% | Unchanged | History |
| TRVTravelers Companies, Inc. | Stock | 2,000 | $365.1K | 0.2% | −400−16.7% | Reduced | History |
| ADBEAdobe Inc. | Stock | 950 | $361.1K | 0.2% | +45+5.0% | Added | History |
| NVDANVIDIA Corp | Stock | 1,200 | $335.2K | 0.2% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 1,500 | $323.6K | 0.2% | −1,050−41.2% | Reduced | History |
| GLWCorning Inc | COM | 9,500 | $323.0K | 0.2% | 00.0% | Unchanged | History |
| BDXBecton Dickinson & Co | Stock | 1,215 | $314.5K | 0.2% | −125−9.3% | Reduced | History |
| GLGlobe Life Inc. | COM | 2,675 | $293.5K | 0.2% | −700−20.7% | Reduced | History |
| LINLinde PLC | SHS | 800 | $292.2K | 0.2% | 00.0% | Unchanged | History |
| WEXWEX Inc. | COM | 1,540 | $288.0K | 0.2% | 00.0% | Unchanged | History |
| NXPINXP Semiconductors N.V. | COM | 1,650 | $285.1K | 0.2% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 3,700 | $278.7K | 0.2% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | COM | 400 | $278.1K | 0.2% | 00.0% | Unchanged | History |
| BF.ABrown Forman Corp | CL A | 4,160 | $270.5K | 0.2% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 13,026 | $256.6K | 0.2% | 00.0% | Unchanged | History |
| FISVFiserv Inc | Stock | 1,850 | $216.6K | 0.1% | 00.0% | Unchanged | History |
| SHWSherwin Williams Co | COM | 900 | $210.2K | 0.1% | 00.0% | Unchanged | History |
| BABoeing Co | Stock | 1,000 | $208.7K | 0.1% | 00.0% | Unchanged | History |
| CLXClorox Co | Stock | 1,200 | $192.6K | 0.1% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 1,500 | $188.5K | 0.1% | 00.0% | Unchanged | History |
| APDAir Products & Chemicals, Inc. | Stock | 450 | $130.7K | 0.1% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 425 | $126.2K | 0.1% | 00.0% | Unchanged | History |
| SHELShell plc | ADR | 2,000 | $123.0K | 0.1% | +2,000 | New | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 800 | $110.5K | 0.1% | 00.0% | Unchanged | History |
| WBDWarner Bros. Discovery, Inc. | Stock | 7,726 | $110.4K | 0.1% | 00.0% | Unchanged | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 1,550 | $108.4K | 0.1% | 00.0% | Unchanged | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 1,250 | $107.2K | 0.1% | +1,250 | New | History |
| SLBSLB Limited | Stock | 2,000 | $105.3K | 0.1% | 00.0% | Unchanged | History |
| BF.BBrown Forman Corp | Stock | 1,539 | $98.7K | 0.1% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 940 | $98.0K | 0.1% | +100+11.9% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 1,000 | $93.5K | 0.1% | 00.0% | Unchanged | History |
| ITWIllinois Tool Works Inc | Stock | 400 | $93.3K | 0.1% | 00.0% | Unchanged | History |
| WECWec Energy Group, Inc. | Stock | 867 | $83.9K | 0.1% | 00.0% | Unchanged | History |
| OGNOrganon & Co. | Stock | 3,505 | $83.7K | 0.1% | −90−2.5% | Reduced | History |
| ECLEcolab Inc. | Stock | 485 | $79.9K | 0.1% | 00.0% | Unchanged | History |
| JardineMathesonHoldingsLimitedG50736100 | COM | 1,560 | $76.7K | 0.1% | +1,560 | New | – |
| FTVFortive Corp | Stock | 1,050 | $69.9K | <0.1% | 00.0% | Unchanged | History |
| FRFHFFairfax Financial Holdings Ltd | Common Stock | 100 | $69.2K | <0.1% | +100 | New | History |
| AXPAmerican Express Co | Stock | 400 | $66.0K | <0.1% | 00.0% | Unchanged | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 1,000 | $66.0K | <0.1% | 00.0% | Unchanged | History |
| EWEdwards Lifesciences Corp | Stock | 650 | $56.2K | <0.1% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 500 | $52.0K | <0.1% | 00.0% | Unchanged | History |
| SNAPSnap Inc | Stock | 3,500 | $38.4K | <0.1% | 00.0% | Unchanged | History |
| Lukoil PJSC69343P105 | ADR | 5,078 | $35.3K | <0.1% | +5,078 | New | – |
| INTCIntel Corp | Stock | 1,000 | $31.1K | <0.1% | −1,000−50.0% | Reduced | History |
| TTETotalEnergies SE | SPONSORED ADS | 480 | $30.6K | <0.1% | 00.0% | Unchanged | History |
| CEGConstellation Energy Corp | Stock | 400 | $29.9K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2022 (3)
Positions held at the end of Q4 2022 that are gone from this filing.