Boit C F David
- SEC CIK
- 0001308331
- Latest filing
- Jul 30, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Jan 24, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 131
- +25 vs. Q3 2023
- Portfolio value
- $176.6M
- +$30.5M (+20.9%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 33,228 | $12.2M | 6.9% | +1,700+5.4% | Added | History |
| MSFTMicrosoft Corp | Stock | 32,704 | $12.1M | 6.9% | +1,500+4.8% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 98,313 | $10.1M | 5.7% | −2,750−2.7% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 71,283 | $8.18M | 4.6% | +4,958+7.5% | Added | History |
| VVisa Inc. | Stock | 26,630 | $6.87M | 3.9% | +2,700+11.3% | Added | History |
| JNJJohnson & Johnson | Stock | 41,625 | $6.70M | 3.8% | +1,500+3.7% | Added | History |
| CATCaterpillar Inc | Stock | 22,400 | $6.37M | 3.6% | +2,000+9.8% | Added | History |
| MCDMcDonalds Corp | Stock | 19,800 | $5.83M | 3.3% | +1,000+5.3% | Added | History |
| AAPLApple Inc. | Stock | 30,002 | $5.53M | 3.1% | +4,600+18.1% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 22,400 | $5.21M | 2.9% | +1,125+5.3% | Added | History |
| GOOGLAlphabet Inc. | Stock | 35,322 | $4.91M | 2.8% | +4,600+15.0% | Added | History |
| MAMastercard Inc | Stock | 11,140 | $4.67M | 2.6% | +800+7.7% | Added | History |
| BACBank of America Corp | Stock | 119,976 | $4.02M | 2.3% | +11,769+10.9% | Added | History |
| PEPPepsiCo Inc | Stock | 22,900 | $3.96M | 2.2% | +1,400+6.5% | Added | History |
| ABBVAbbVie Inc. | Stock | 24,600 | $3.95M | 2.2% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 25,274 | $3.74M | 2.1% | +1,602+6.8% | Added | History |
| ABTAbbott Laboratories | Stock | 32,800 | $3.59M | 2.0% | +1,100+3.5% | Added | History |
| CBChubb Ltd | Stock | 15,365 | $3.48M | 2.0% | +1,167+8.2% | Added | History |
| SYKStryker Corp | Stock | 11,545 | $3.39M | 1.9% | +600+5.5% | Added | History |
| AVGOBroadcom Inc. | Stock | 2,875 | $3.04M | 1.7% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 21,300 | $2.93M | 1.7% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 16,629 | $2.85M | 1.6% | +2,492+17.6% | Added | History |
| INTUIntuit Inc. | Stock | 4,800 | $2.84M | 1.6% | +1,350+39.1% | Added | History |
| CHDChurch & Dwight Co Inc | COM | 29,440 | $2.77M | 1.6% | +2,850+10.7% | Added | History |
| ADIAnalog Devices Inc | Stock | 11,944 | $2.26M | 1.3% | +1,500+14.4% | Added | History |
| DHRDanaher Corp | Stock | 8,850 | $2.04M | 1.2% | +1,400+18.8% | Added | History |
| AMTAmerican Tower Corp | REIT | 9,210 | $1.98M | 1.1% | +1,525+19.8% | Added | History |
| PPGPPG Industries Inc | Stock | 12,872 | $1.87M | 1.1% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 20,600 | $1.65M | 0.9% | +200+1.0% | Added | History |
| EOGEOG Resources Inc | Stock | 11,950 | $1.49M | 0.8% | +3,500+41.4% | Added | History |
| PFEPfizer Inc | Stock | 49,103 | $1.46M | 0.8% | +4,761+10.7% | Added | History |
| UNPUnion Pacific Corp | Stock | 5,625 | $1.36M | 0.8% | +1,600+39.8% | Added | History |
| NVSNovartis AG | ADR | 12,800 | $1.34M | 0.8% | 00.0% | Unchanged | History |
| LMTLockheed Martin Corp | Stock | 2,760 | $1.27M | 0.7% | 00.0% | Unchanged | History |
| PCARPaccar Inc | COM | 13,330 | $1.27M | 0.7% | +5,737+75.6% | Added | History |
| MMM3M Co | Stock | 11,360 | $1.22M | 0.7% | +360+3.3% | Added | History |
| AMGNAmgen Inc | Stock | 4,000 | $1.20M | 0.7% | +1,000+33.3% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 2,215 | $1.17M | 0.7% | +715+47.7% | Added | History |
| PHParker-Hannifin Corp | Stock | 2,500 | $1.13M | 0.6% | +1,000+66.7% | Added | History |
| ADBEAdobe Inc. | Stock | 1,800 | $1.03M | 0.6% | +850+89.5% | Added | History |
| ORCLOracle Corp | Stock | 9,800 | $1.00M | 0.6% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 19,363 | $942.6K | 0.5% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 16,772 | $726.4K | 0.4% | +272+1.6% | Added | History |
| PAYCPaycom Software, Inc. | Stock | 3,700 | $719.5K | 0.4% | +1,000+37.0% | Added | History |
| Nestle S A Sponsored ADR641069307 | COM | 5,800 | $675.5K | 0.4% | +200+3.6% | Added | – |
| GWWW.W. Grainger, Inc. | Stock | 800 | $647.2K | 0.4% | +800 | New | History |
| ULUnilever PLC | SPON ADR NEW | 13,000 | $633.6K | 0.4% | 00.0% | Unchanged | History |
| LNCLincoln National Corp | COM | 23,990 | $633.6K | 0.4% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 4,000 | $609.3K | 0.3% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 3,940 | $585.0K | 0.3% | +3,000+319.1% | Added | History |
| IBMInternational Business Machines Corp | Stock | 3,584 | $573.8K | 0.3% | +88+2.5% | Added | History |
| NVDANVIDIA Corp | Stock | 1,200 | $570.8K | 0.3% | 00.0% | Unchanged | History |
| EMREmerson Electric Co | Stock | 5,800 | $549.1K | 0.3% | 00.0% | Unchanged | History |
| Costco Companies Inc.221607104 | Equity | 825 | $531.9K | 0.3% | +825 | New | – |
| VZVerizon Communications Inc | Stock | 13,197 | $516.8K | 0.3% | −820−5.9% | Reduced | History |
| GLWCorning Inc | COM | 17,000 | $512.2K | 0.3% | +7,500+78.9% | Added | History |
| DISWalt Disney Co | Stock | 5,400 | $494.9K | 0.3% | 00.0% | Unchanged | History |
| GEGeneral Electric Co | COM | 3,936 | $488.3K | 0.3% | +186+5.0% | Added | History |
| CMSCMS Energy Corp | COM | 7,800 | $462.5K | 0.3% | 00.0% | Unchanged | History |
| AMATApplied Materials Inc | Stock | 3,000 | $454.4K | 0.3% | +3,000 | New | History |
| MSCIMSCI Inc. | Stock | 810 | $445.4K | 0.3% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 1,225 | $414.4K | 0.2% | +800+188.2% | Added | History |
| ATRAptargroup, Inc. | Stock | 3,000 | $376.1K | 0.2% | +3,000 | New | History |
| PMPhilip Morris International Inc. | Stock | 3,820 | $364.5K | 0.2% | 00.0% | Unchanged | History |
| NXPINXP Semiconductors N.V. | COM | 1,650 | $356.5K | 0.2% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 5,900 | $345.9K | 0.2% | +2,200+59.5% | Added | History |
| METAMeta Platforms, Inc. | Stock | 1,000 | $344.5K | 0.2% | 00.0% | Unchanged | History |
| WEXWEX Inc. | COM | 1,740 | $338.3K | 0.2% | +200+13.0% | Added | History |
| LINLinde PLC | SHS | 800 | $327.0K | 0.2% | 00.0% | Unchanged | History |
| GLGlobe Life Inc. | COM | 2,675 | $325.5K | 0.2% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | COM | 400 | $313.7K | 0.2% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 700 | $300.9K | 0.2% | +700 | New | History |
| SYYSysco Corp | Stock | 4,000 | $299.9K | 0.2% | +4,000 | New | History |
| AXPAmerican Express Co | Stock | 1,525 | $284.1K | 0.2% | +1,125+281.3% | Added | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 2,300 | $277.1K | 0.2% | +1,500+187.5% | Added | History |
| SHWSherwin Williams Co | COM | 900 | $267.1K | 0.2% | 00.0% | Unchanged | History |
| BDXBecton Dickinson & Co | Stock | 1,055 | $253.7K | 0.1% | 00.0% | Unchanged | History |
| ECLEcolab Inc. | Stock | 1,285 | $252.0K | 0.1% | +800+164.9% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 2,000 | $249.6K | 0.1% | +2,000 | New | History |
| JardineMathesonHoldingsLimitedG50736100 | COM | 6,060 | $247.6K | 0.1% | +4,500+288.5% | Added | – |
| WSOWatsco Inc | COM | 600 | $245.5K | 0.1% | +600 | New | History |
| BABoeing Co | Stock | 1,000 | $243.9K | 0.1% | 00.0% | Unchanged | History |
| FISVFiserv Inc | Stock | 1,850 | $243.7K | 0.1% | 00.0% | Unchanged | History |
| BF.ABrown Forman Corp | CL A | 4,160 | $242.0K | 0.1% | 00.0% | Unchanged | History |
| VLTOVeralto Corp | Stock | 2,946 | $229.9K | 0.1% | +2,946 | New | History |
| ASMLASML Holding NV | ADR | 300 | $211.0K | 0.1% | +300 | New | History |
| TXNTexas Instruments Inc | Stock | 1,250 | $208.4K | 0.1% | +1,250 | New | History |
| FTVFortive Corp | Stock | 2,850 | $202.5K | 0.1% | +1,800+171.4% | Added | History |
| AFLAflac Inc | Stock | 2,200 | $183.0K | 0.1% | +2,200 | New | History |
| COPConocoPhillips | Stock | 1,500 | $179.9K | 0.1% | +1,500 | New | History |
| NKENIKE, Inc. | Stock | 1,500 | $156.1K | 0.1% | 00.0% | Unchanged | History |
| HKHHFHeineken Holding N V | COM | 1,880 | $155.4K | 0.1% | +1,880 | New | History |
| MKCMcCormick & Co Inc | Stock | 2,000 | $137.9K | 0.1% | +2,000 | New | History |
| BHPBHP Group Ltd | ADR | 2,000 | $134.4K | 0.1% | +2,000 | New | History |
| SHELShell plc | ADR | 2,000 | $133.9K | 0.1% | 00.0% | Unchanged | History |
| ALGNAlign Technology Inc | COM | 500 | $128.1K | 0.1% | +500 | New | History |
| APDAir Products & Chemicals, Inc. | Stock | 450 | $121.9K | 0.1% | 00.0% | Unchanged | History |
| Cisco Systems Inc Com999912223 | COM | 2,400 | $121.2K | 0.1% | +2,400 | New | – |
| TAT&T Inc. | Stock | 6,701 | $115.5K | 0.1% | −2,568−27.7% | Reduced | History |
| MORNMorningstar, Inc. | COM | 400 | $109.2K | 0.1% | +400 | New | History |
Sold out since Q3 2023 (2)
Positions held at the end of Q3 2023 that are gone from this filing.