Boit C F David
- SEC CIK
- 0001308331
- Latest filing
- Jul 30, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 24, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 126
- −2 vs. Q3 2024
- Portfolio value
- $198.4M
- −$3.47M (−1.7%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 31,628 | $14.3M | 7.2% | −100−0.3% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 31,804 | $13.4M | 6.8% | +100+0.3% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 84,053 | $9.04M | 4.6% | −5,200−5.8% | Reduced | History |
| VVisa Inc. | Stock | 26,630 | $8.42M | 4.2% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 30,002 | $7.51M | 3.8% | +100+0.3% | Added | History |
| CATCaterpillar Inc | Stock | 19,500 | $7.07M | 3.6% | −1,900−8.9% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 70,283 | $6.99M | 3.5% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 36,422 | $6.89M | 3.5% | +700+2.0% | Added | History |
| AVGOBroadcom Inc. | Stock | 28,750 | $6.67M | 3.4% | 00.0% | Unchanged | History |
| ADPAutomatic Data Processing Inc | Stock | 22,400 | $6.56M | 3.3% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 41,150 | $5.95M | 3.0% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 11,140 | $5.87M | 3.0% | 00.0% | Unchanged | History |
| MCDMcDonalds Corp | Stock | 19,800 | $5.74M | 2.9% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 117,198 | $5.15M | 2.6% | 00.0% | Unchanged | History |
| CBChubb Ltd | Stock | 16,165 | $4.47M | 2.3% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 24,600 | $4.37M | 2.2% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 25,274 | $4.24M | 2.1% | 00.0% | Unchanged | History |
| SYKStryker Corp | Stock | 11,445 | $4.12M | 2.1% | 00.0% | Unchanged | History |
| ABTAbbott Laboratories | Stock | 32,800 | $3.71M | 1.9% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 15,051 | $3.61M | 1.8% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 22,900 | $3.48M | 1.8% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 21,200 | $3.26M | 1.6% | 00.0% | Unchanged | History |
| CHDChurch & Dwight Co Inc | COM | 29,440 | $3.08M | 1.6% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 4,800 | $3.02M | 1.5% | 00.0% | Unchanged | History |
| LMTLockheed Martin Corp | Stock | 5,260 | $2.56M | 1.3% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 11,944 | $2.54M | 1.3% | 00.0% | Unchanged | History |
| DHRDanaher Corp | Stock | 8,850 | $2.03M | 1.0% | 00.0% | Unchanged | History |
| PHParker-Hannifin Corp | Stock | 3,100 | $1.97M | 1.0% | 00.0% | Unchanged | History |
| AMTAmerican Tower Corp | REIT | 9,210 | $1.69M | 0.9% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 18,200 | $1.65M | 0.8% | −2,400−11.7% | Reduced | History |
| ORCLOracle Corp | Stock | 9,800 | $1.63M | 0.8% | 00.0% | Unchanged | History |
| PPGPPG Industries Inc | Stock | 12,872 | $1.54M | 0.8% | 00.0% | Unchanged | History |
| EOGEOG Resources Inc | Stock | 11,750 | $1.44M | 0.7% | 00.0% | Unchanged | History |
| PCARPaccar Inc | COM | 13,330 | $1.39M | 0.7% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 49,103 | $1.30M | 0.7% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 5,625 | $1.28M | 0.6% | 00.0% | Unchanged | History |
| NVSNovartis AG | ADR | 12,800 | $1.25M | 0.6% | 00.0% | Unchanged | History |
| TMOThermo Fisher Scientific Inc. | Stock | 2,215 | $1.15M | 0.6% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 15,519 | $1.09M | 0.5% | 00.0% | Unchanged | History |
| AMGNAmgen Inc | Stock | 4,000 | $1.04M | 0.5% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 2,300 | $1.02M | 0.5% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 3,940 | $864.4K | 0.4% | 00.0% | Unchanged | History |
| GWWW.W. Grainger, Inc. | Stock | 800 | $843.2K | 0.4% | 00.0% | Unchanged | History |
| MMM3M Co | Stock | 6,360 | $821.0K | 0.4% | 00.0% | Unchanged | History |
| PAYCPaycom Software, Inc. | Stock | 4,000 | $819.9K | 0.4% | 00.0% | Unchanged | History |
| GLWCorning Inc | COM | 17,000 | $807.8K | 0.4% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 6,000 | $805.7K | 0.4% | 00.0% | Unchanged | History |
| IBMInternational Business Machines Corp | Stock | 3,584 | $787.9K | 0.4% | 00.0% | Unchanged | History |
| LNCLincoln National Corp | COM | 23,990 | $760.7K | 0.4% | 00.0% | Unchanged | History |
| ULUnilever PLC | SPON ADR NEW | 13,000 | $737.1K | 0.4% | 00.0% | Unchanged | History |
| EMREmerson Electric Co | Stock | 5,800 | $718.8K | 0.4% | 00.0% | Unchanged | History |
| GEGeneral Electric Co | Stock | 3,936 | $656.5K | 0.3% | 00.0% | Unchanged | History |
| Costco Companies Inc.221607104 | Equity | 700 | $641.4K | 0.3% | 00.0% | Unchanged | – |
| CMCSAComcast Corp | Stock | 16,772 | $629.5K | 0.3% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 5,400 | $601.3K | 0.3% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 1,000 | $585.5K | 0.3% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 4,000 | $579.4K | 0.3% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 6,300 | $537.7K | 0.3% | 00.0% | Unchanged | History |
| VZVerizon Communications Inc | Stock | 13,197 | $527.7K | 0.3% | 00.0% | Unchanged | History |
| CMSCMS Energy Corp | COM | 7,800 | $519.9K | 0.3% | 00.0% | Unchanged | History |
| AMATApplied Materials Inc | Stock | 3,000 | $487.9K | 0.2% | 00.0% | Unchanged | History |
| MSCIMSCI Inc. | Stock | 810 | $486.0K | 0.2% | 00.0% | Unchanged | History |
| Nestle S A Sponsored ADR641069307 | COM | 5,800 | $479.2K | 0.2% | +5,800 | New | – |
| ATRAptargroup, Inc. | Stock | 3,000 | $471.3K | 0.2% | 00.0% | Unchanged | History |
| PMPhilip Morris International Inc. | Stock | 3,820 | $459.7K | 0.2% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 1,525 | $452.6K | 0.2% | 00.0% | Unchanged | History |
| FISVFiserv Inc | Stock | 2,150 | $441.7K | 0.2% | 00.0% | Unchanged | History |
| WEXWEX Inc. | COM | 2,340 | $410.2K | 0.2% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | COM | 400 | $410.0K | 0.2% | 00.0% | Unchanged | History |
| ROPRoper Technologies Inc | Stock | 750 | $389.9K | 0.2% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 700 | $348.6K | 0.2% | 00.0% | Unchanged | History |
| NXPINXP Semiconductors N.V. | COM | 1,650 | $343.0K | 0.2% | 00.0% | Unchanged | History |
| LINLinde PLC | SHS | 800 | $334.9K | 0.2% | 00.0% | Unchanged | History |
| APPAppLovin Corp | COM CL A | 1,000 | $323.8K | 0.2% | 00.0% | Unchanged | History |
| GEVGE Vernova Inc. | Stock | 983 | $323.3K | 0.2% | 00.0% | Unchanged | History |
| SHWSherwin Williams Co | COM | 900 | $305.9K | 0.2% | 00.0% | Unchanged | History |
| SYYSysco Corp | Stock | 4,000 | $305.8K | 0.2% | 00.0% | Unchanged | History |
| ICEIntercontinental Exchange, Inc. | Stock | 2,000 | $298.0K | 0.2% | 00.0% | Unchanged | History |
| WSOWatsco Inc | COM | 600 | $284.3K | 0.1% | 00.0% | Unchanged | History |
| ELEstee Lauder Companies Inc | CL A | 3,500 | $262.4K | 0.1% | 00.0% | Unchanged | History |
| JardineMathesonHoldingsLimitedG50736100 | COM | 6,060 | $248.3K | 0.1% | +4,500+288.5% | Added | – |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 2,300 | $242.9K | 0.1% | 00.0% | Unchanged | History |
| TXNTexas Instruments Inc | Stock | 1,250 | $234.4K | 0.1% | 00.0% | Unchanged | History |
| AFLAflac Inc | Stock | 2,200 | $227.6K | 0.1% | 00.0% | Unchanged | History |
| ASMLASML Holding NV | ADR | 300 | $207.9K | 0.1% | 00.0% | Unchanged | History |
| ECLEcolab Inc. | Stock | 800 | $187.5K | 0.1% | 00.0% | Unchanged | History |
| BF.ABrown Forman Corp | CL A | 4,160 | $156.8K | 0.1% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 6,701 | $152.6K | 0.1% | 00.0% | Unchanged | History |
| COPConocoPhillips | Stock | 1,500 | $148.8K | 0.1% | 00.0% | Unchanged | History |
| HKHHFHeineken Holding N V | COM | 2,480 | $148.5K | 0.1% | 00.0% | Unchanged | History |
| Cisco Systems Inc Com999912223 | COM | 2,400 | $142.1K | 0.1% | 00.0% | Unchanged | – |
| FRFHFFairfax Financial Holdings Ltd | Common Stock | 100 | $139.0K | 0.1% | 00.0% | Unchanged | History |
| APDAir Products & Chemicals, Inc. | Stock | 450 | $130.5K | 0.1% | 00.0% | Unchanged | History |
| SHELShell plc | ADR | 2,000 | $125.3K | 0.1% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 1,500 | $113.5K | 0.1% | 00.0% | Unchanged | History |
| ALGNAlign Technology Inc | COM | 500 | $104.3K | 0.1% | 00.0% | Unchanged | History |
| ITWIllinois Tool Works Inc | Stock | 400 | $101.4K | 0.1% | 00.0% | Unchanged | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 1,550 | $99.0K | <0.1% | 00.0% | Unchanged | History |
| BHPBHP Group Ltd | ADR | 2,000 | $97.7K | <0.1% | 00.0% | Unchanged | History |
| CEGConstellation Energy Corp | Stock | 400 | $89.5K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2024 (4)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| Nestle SA ADR641069406 | COM | 5,800 | $580.0K | 0.3% | – |
| Jardine Matheson Hldgs Ltd Unsponsord ADR471115402 | ADR | 4,500 | $180.9K | 0.1% | – |
| BABoeing Co | Stock | 1,000 | $152.9K | 0.1% | History |
| Vodafone Group PLC92857W100 | Stock | 1,574 | $15.3K | <0.1% | – |