Boit C F David
- SEC CIK
- 0001308331
- Latest filing
- Jul 30, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Jul 11, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 109
- 0 vs. Q1 2023
- Portfolio value
- $150.3M
- +$3.85M (+2.6%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 101,063 | $10.8M | 7.2% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 31,528 | $10.8M | 7.2% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 31,204 | $10.6M | 7.1% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 67,225 | $7.76M | 5.2% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 40,125 | $6.64M | 4.4% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 23,930 | $5.68M | 3.8% | 00.0% | Unchanged | History |
| MCDMcDonalds Corp | Stock | 18,800 | $5.61M | 3.7% | −300−1.6% | Reduced | History |
| CATCaterpillar Inc | Stock | 20,400 | $5.02M | 3.3% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 25,402 | $4.93M | 3.3% | +1,200+5.0% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 21,275 | $4.68M | 3.1% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 10,340 | $4.07M | 2.7% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 21,500 | $3.98M | 2.7% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 30,722 | $3.68M | 2.4% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 23,672 | $3.59M | 2.4% | 00.0% | Unchanged | History |
| ABTAbbott Laboratories | Stock | 31,700 | $3.46M | 2.3% | 00.0% | Unchanged | History |
| SYKStryker Corp | Stock | 10,945 | $3.34M | 2.2% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 24,600 | $3.31M | 2.2% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 108,207 | $3.10M | 2.1% | 00.0% | Unchanged | History |
| CBChubb Ltd | Stock | 14,198 | $2.73M | 1.8% | 00.0% | Unchanged | History |
| CHDChurch & Dwight Co Inc | COM | 26,590 | $2.67M | 1.8% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 21,300 | $2.54M | 1.7% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 2,875 | $2.49M | 1.7% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 14,137 | $2.06M | 1.4% | 00.0% | Unchanged | History |
| PPGPPG Industries Inc | Stock | 12,872 | $1.91M | 1.3% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 9,644 | $1.88M | 1.3% | 00.0% | Unchanged | History |
| DHRDanaher Corp | Stock | 7,450 | $1.79M | 1.2% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 44,342 | $1.63M | 1.1% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 20,400 | $1.57M | 1.0% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 3,350 | $1.53M | 1.0% | 00.0% | Unchanged | History |
| AMTAmerican Tower Corp | REIT | 7,685 | $1.49M | 1.0% | 00.0% | Unchanged | History |
| NVSNovartis AG | ADR | 12,800 | $1.29M | 0.9% | 00.0% | Unchanged | History |
| LMTLockheed Martin Corp | Stock | 2,720 | $1.25M | 0.8% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 9,800 | $1.17M | 0.8% | 00.0% | Unchanged | History |
| MMM3M Co | Stock | 11,000 | $1.10M | 0.7% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 23,163 | $988.6K | 0.7% | −3,000−11.5% | Reduced | History |
| EOGEOG Resources Inc | Stock | 8,450 | $967.0K | 0.6% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 4,025 | $823.6K | 0.5% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 16,500 | $685.6K | 0.5% | 00.0% | Unchanged | History |
| TMOThermo Fisher Scientific Inc. | Stock | 1,300 | $678.3K | 0.5% | 00.0% | Unchanged | History |
| ULUnilever PLC | SPON ADR NEW | 13,000 | $677.7K | 0.5% | 00.0% | Unchanged | History |
| Nestle S A Sponsored ADR641069307 | COM | 5,600 | $673.5K | 0.4% | +5,600 | New | – |
| AMGNAmgen Inc | Stock | 3,000 | $666.1K | 0.4% | 00.0% | Unchanged | History |
| PCARPaccar Inc | COM | 7,593 | $635.2K | 0.4% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 4,000 | $629.4K | 0.4% | 00.0% | Unchanged | History |
| LNCLincoln National Corp | COM | 23,990 | $618.0K | 0.4% | 00.0% | Unchanged | History |
| VZVerizon Communications Inc | Stock | 16,517 | $614.3K | 0.4% | 00.0% | Unchanged | History |
| PHParker-Hannifin Corp | Stock | 1,500 | $585.1K | 0.4% | 00.0% | Unchanged | History |
| EMREmerson Electric Co | Stock | 5,800 | $524.3K | 0.3% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 1,200 | $507.6K | 0.3% | 00.0% | Unchanged | History |
| PAYCPaycom Software, Inc. | Stock | 1,550 | $497.9K | 0.3% | 00.0% | Unchanged | History |
| IBMInternational Business Machines Corp | Stock | 3,496 | $467.8K | 0.3% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 950 | $464.5K | 0.3% | 00.0% | Unchanged | History |
| CMSCMS Energy Corp | COM | 7,800 | $458.3K | 0.3% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 1,500 | $430.5K | 0.3% | 00.0% | Unchanged | History |
| GEGeneral Electric Co | COM | 3,750 | $411.9K | 0.3% | 00.0% | Unchanged | History |
| MSCIMSCI Inc. | Stock | 810 | $380.1K | 0.3% | 00.0% | Unchanged | History |
| PMPhilip Morris International Inc. | Stock | 3,820 | $372.9K | 0.2% | 00.0% | Unchanged | History |
| TRVTravelers Companies, Inc. | Stock | 2,000 | $347.3K | 0.2% | 00.0% | Unchanged | History |
| NXPINXP Semiconductors N.V. | COM | 1,650 | $337.7K | 0.2% | 00.0% | Unchanged | History |
| GLWCorning Inc | COM | 9,500 | $332.9K | 0.2% | 00.0% | Unchanged | History |
| BDXBecton Dickinson & Co | Stock | 1,215 | $320.8K | 0.2% | 00.0% | Unchanged | History |
| LINLinde PLC | SHS | 800 | $304.9K | 0.2% | 00.0% | Unchanged | History |
| GLGlobe Life Inc. | COM | 2,675 | $293.2K | 0.2% | 00.0% | Unchanged | History |
| BF.ABrown Forman Corp | CL A | 4,160 | $283.2K | 0.2% | 00.0% | Unchanged | History |
| WEXWEX Inc. | COM | 1,540 | $280.4K | 0.2% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | COM | 400 | $276.5K | 0.2% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 3,700 | $246.9K | 0.2% | 00.0% | Unchanged | History |
| SHWSherwin Williams Co | COM | 900 | $239.0K | 0.2% | 00.0% | Unchanged | History |
| FISVFiserv Inc | Stock | 1,850 | $233.7K | 0.2% | 00.0% | Unchanged | History |
| BABoeing Co | Stock | 1,000 | $211.2K | 0.1% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 1,500 | $165.6K | 0.1% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 9,269 | $147.8K | 0.1% | −3,757−28.8% | Reduced | History |
| APDAir Products & Chemicals, Inc. | Stock | 450 | $134.8K | 0.1% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 425 | $132.0K | 0.1% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 940 | $122.5K | 0.1% | 00.0% | Unchanged | History |
| SHELShell plc | ADR | 2,000 | $120.8K | 0.1% | 00.0% | Unchanged | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 800 | $116.5K | 0.1% | 00.0% | Unchanged | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 1,550 | $108.0K | 0.1% | 00.0% | Unchanged | History |
| BF.BBrown Forman Corp | Stock | 1,539 | $102.8K | 0.1% | 00.0% | Unchanged | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 1,250 | $101.5K | 0.1% | 00.0% | Unchanged | History |
| ITWIllinois Tool Works Inc | Stock | 400 | $100.1K | 0.1% | 00.0% | Unchanged | History |
| SLBSLB Limited | Stock | 2,000 | $98.2K | 0.1% | 00.0% | Unchanged | History |
| ECLEcolab Inc. | Stock | 485 | $90.5K | 0.1% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 5,400 | $85.5K | 0.1% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 1,000 | $83.3K | 0.1% | 00.0% | Unchanged | History |
| JardineMathesonHoldingsLimitedG50736100 | COM | 1,560 | $79.0K | 0.1% | 00.0% | Unchanged | – |
| FTVFortive Corp | Stock | 1,050 | $78.5K | 0.1% | 00.0% | Unchanged | History |
| WECWec Energy Group, Inc. | Stock | 867 | $76.5K | 0.1% | 00.0% | Unchanged | History |
| FRFHFFairfax Financial Holdings Ltd | Common Stock | 100 | $74.9K | <0.1% | 00.0% | Unchanged | History |
| OGNOrganon & Co. | Stock | 3,505 | $72.9K | <0.1% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 400 | $69.7K | <0.1% | 00.0% | Unchanged | History |
| EWEdwards Lifesciences Corp | Stock | 650 | $61.3K | <0.1% | 00.0% | Unchanged | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 1,000 | $56.7K | <0.1% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 500 | $49.0K | <0.1% | 00.0% | Unchanged | History |
| SNAPSnap Inc | Stock | 3,500 | $41.4K | <0.1% | 00.0% | Unchanged | History |
| CEGConstellation Energy Corp | Stock | 400 | $36.6K | <0.1% | 00.0% | Unchanged | History |
| Lukoil PJSC69343P105 | ADR | 5,078 | $35.3K | <0.1% | 00.0% | Unchanged | – |
| INTCIntel Corp | Stock | 1,000 | $33.4K | <0.1% | 00.0% | Unchanged | History |
| TTETotalEnergies SE | SPONSORED ADS | 480 | $27.7K | <0.1% | 00.0% | Unchanged | History |
| APPAppLovin Corp | COM CL A | 1,000 | $25.7K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2023 (1)
Positions held at the end of Q1 2023 that are gone from this filing.