Boit C F David
- SEC CIK
- 0001308331
- Latest filing
- Jul 30, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Apr 8, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 127
- +1 vs. Q4 2024
- Portfolio value
- $199.3M
- +$864.9K (+0.4%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 31,628 | $16.8M | 8.5% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 31,804 | $11.9M | 6.0% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 84,053 | $10.0M | 5.0% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 26,630 | $9.33M | 4.7% | 00.0% | Unchanged | History |
| ADPAutomatic Data Processing Inc | Stock | 22,400 | $6.84M | 3.4% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 30,002 | $6.66M | 3.3% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 19,500 | $6.43M | 3.2% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 70,283 | $6.31M | 3.2% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 37,500 | $6.22M | 3.1% | −3,650−8.9% | Reduced | History |
| MCDMcDonalds Corp | Stock | 19,800 | $6.18M | 3.1% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 11,140 | $6.11M | 3.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 38,422 | $5.94M | 3.0% | +2,000+5.5% | Added | History |
| ABBVAbbVie Inc. | Stock | 24,600 | $5.15M | 2.6% | 00.0% | Unchanged | History |
| CBChubb Ltd | Stock | 16,165 | $4.88M | 2.4% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 28,750 | $4.81M | 2.4% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 107,198 | $4.47M | 2.2% | −10,000−8.5% | Reduced | History |
| ABTAbbott Laboratories | Stock | 32,800 | $4.35M | 2.2% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 25,274 | $4.31M | 2.2% | 00.0% | Unchanged | History |
| SYKStryker Corp | Stock | 11,445 | $4.26M | 2.1% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 6,550 | $4.02M | 2.0% | +1,750+36.5% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 14,751 | $3.62M | 1.8% | −300−2.0% | Reduced | History |
| PEPPepsiCo Inc | Stock | 22,900 | $3.43M | 1.7% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 21,200 | $3.26M | 1.6% | 00.0% | Unchanged | History |
| CHDChurch & Dwight Co Inc | COM | 29,440 | $3.24M | 1.6% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 11,944 | $2.41M | 1.2% | 00.0% | Unchanged | History |
| LMTLockheed Martin Corp | Stock | 5,260 | $2.35M | 1.2% | 00.0% | Unchanged | History |
| AMTAmerican Tower Corp | REIT | 9,210 | $2.00M | 1.0% | 00.0% | Unchanged | History |
| PHParker-Hannifin Corp | Stock | 3,100 | $1.88M | 0.9% | 00.0% | Unchanged | History |
| DHRDanaher Corp | Stock | 8,850 | $1.81M | 0.9% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 16,200 | $1.52M | 0.8% | −2,000−11.0% | Reduced | History |
| EOGEOG Resources Inc | Stock | 11,750 | $1.51M | 0.8% | 00.0% | Unchanged | History |
| NVSNovartis AG | ADR | 12,800 | $1.43M | 0.7% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 9,800 | $1.37M | 0.7% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 5,625 | $1.33M | 0.7% | 00.0% | Unchanged | History |
| PCARPaccar Inc | COM | 13,330 | $1.30M | 0.7% | 00.0% | Unchanged | History |
| AMGNAmgen Inc | Stock | 4,000 | $1.25M | 0.6% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 49,103 | $1.24M | 0.6% | 00.0% | Unchanged | History |
| PPGPPG Industries Inc | Stock | 10,872 | $1.19M | 0.6% | −2,000−15.5% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 2,215 | $1.10M | 0.6% | 00.0% | Unchanged | History |
| IBMInternational Business Machines Corp | Stock | 3,584 | $891.2K | 0.4% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 2,300 | $882.1K | 0.4% | 00.0% | Unchanged | History |
| PAYCPaycom Software, Inc. | Stock | 4,000 | $873.9K | 0.4% | 00.0% | Unchanged | History |
| LNCLincoln National Corp | COM | 23,990 | $861.5K | 0.4% | 00.0% | Unchanged | History |
| GWWW.W. Grainger, Inc. | Stock | 800 | $790.3K | 0.4% | 00.0% | Unchanged | History |
| GEGeneral Electric Co | Stock | 3,936 | $787.8K | 0.4% | 00.0% | Unchanged | History |
| MMM3M Co | Stock | 5,360 | $787.2K | 0.4% | −1,000−15.7% | Reduced | History |
| GLWCorning Inc | COM | 17,000 | $778.3K | 0.4% | 00.0% | Unchanged | History |
| ULUnilever PLC | SPON ADR NEW | 13,000 | $774.1K | 0.4% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 10,519 | $755.2K | 0.4% | −5,000−32.2% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 3,940 | $749.6K | 0.4% | 00.0% | Unchanged | History |
| BKNGBooking Holdings Inc. | Stock | 150 | $691.0K | 0.3% | +150 | New | History |
| CVXChevron Corp | Stock | 4,000 | $669.2K | 0.3% | 00.0% | Unchanged | History |
| Costco Companies Inc.221607104 | Equity | 700 | $662.0K | 0.3% | 00.0% | Unchanged | – |
| NVDANVIDIA Corp | Stock | 6,000 | $650.3K | 0.3% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 16,772 | $618.9K | 0.3% | 00.0% | Unchanged | History |
| PMPhilip Morris International Inc. | Stock | 3,820 | $606.3K | 0.3% | 00.0% | Unchanged | History |
| VZVerizon Communications Inc | Stock | 13,197 | $598.6K | 0.3% | 00.0% | Unchanged | History |
| CMSCMS Energy Corp | COM | 7,800 | $585.9K | 0.3% | 00.0% | Unchanged | History |
| Nestle S A Sponsored ADR641069307 | COM | 5,800 | $585.7K | 0.3% | 00.0% | Unchanged | – |
| METAMeta Platforms, Inc. | Stock | 1,000 | $576.4K | 0.3% | 00.0% | Unchanged | History |
| FISVFiserv Inc | Stock | 2,150 | $474.8K | 0.2% | 00.0% | Unchanged | History |
| MSCIMSCI Inc. | Stock | 810 | $458.1K | 0.2% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 1,225 | $448.9K | 0.2% | 00.0% | Unchanged | History |
| ATRAptargroup, Inc. | Stock | 3,000 | $445.1K | 0.2% | 00.0% | Unchanged | History |
| ROPRoper Technologies Inc | Stock | 750 | $442.2K | 0.2% | 00.0% | Unchanged | History |
| AMATApplied Materials Inc | Stock | 3,000 | $435.4K | 0.2% | 00.0% | Unchanged | History |
| EMREmerson Electric Co | Stock | 3,800 | $416.6K | 0.2% | −2,000−34.5% | Reduced | History |
| AXPAmerican Express Co | Stock | 1,525 | $410.3K | 0.2% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | COM | 400 | $378.6K | 0.2% | 00.0% | Unchanged | History |
| LINLinde PLC | SHS | 800 | $372.5K | 0.2% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 700 | $355.7K | 0.2% | 00.0% | Unchanged | History |
| ICEIntercontinental Exchange, Inc. | Stock | 2,000 | $345.0K | 0.2% | 00.0% | Unchanged | History |
| SHWSherwin Williams Co | COM | 900 | $314.3K | 0.2% | 00.0% | Unchanged | History |
| WEXWEX Inc. | COM | 2,000 | $314.0K | 0.2% | −340−14.5% | Reduced | History |
| NXPINXP Semiconductors N.V. | COM | 1,650 | $313.6K | 0.2% | 00.0% | Unchanged | History |
| WSOWatsco Inc | COM | 600 | $305.0K | 0.2% | 00.0% | Unchanged | History |
| SYYSysco Corp | Stock | 4,000 | $300.2K | 0.2% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 4,200 | $274.1K | 0.1% | −2,100−33.3% | Reduced | History |
| APPAppLovin Corp | COM CL A | 1,000 | $265.0K | 0.1% | 00.0% | Unchanged | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 2,300 | $260.3K | 0.1% | 00.0% | Unchanged | History |
| JardineMathesonHoldingsLimitedG50736100 | COM | 6,060 | $256.7K | 0.1% | 00.0% | Unchanged | – |
| HKHHFHeineken Holding N V | COM | 3,480 | $251.5K | 0.1% | +1,000+40.3% | Added | History |
| AFLAflac Inc | Stock | 2,200 | $244.6K | 0.1% | 00.0% | Unchanged | History |
| GEVGE Vernova Inc. | Stock | 796 | $243.0K | 0.1% | −187−19.0% | Reduced | History |
| ELEstee Lauder Companies Inc | CL A | 3,500 | $231.0K | 0.1% | 00.0% | Unchanged | History |
| TXNTexas Instruments Inc | Stock | 1,250 | $224.6K | 0.1% | 00.0% | Unchanged | History |
| ECLEcolab Inc. | Stock | 800 | $202.8K | 0.1% | 00.0% | Unchanged | History |
| ASMLASML Holding NV | ADR | 300 | $198.8K | 0.1% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 6,701 | $189.5K | 0.1% | 00.0% | Unchanged | History |
| COPConocoPhillips | Stock | 1,500 | $157.5K | 0.1% | 00.0% | Unchanged | History |
| Cisco Systems Inc Com999912223 | COM | 2,400 | $148.1K | 0.1% | 00.0% | Unchanged | – |
| SHELShell plc | ADR | 2,000 | $146.6K | 0.1% | 00.0% | Unchanged | History |
| FRFHFFairfax Financial Holdings Ltd | Common Stock | 100 | $144.7K | 0.1% | 00.0% | Unchanged | History |
| BF.ABrown Forman Corp | CL A | 4,160 | $139.2K | 0.1% | 00.0% | Unchanged | History |
| APDAir Products & Chemicals, Inc. | Stock | 450 | $132.7K | 0.1% | 00.0% | Unchanged | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 1,550 | $103.0K | 0.1% | 00.0% | Unchanged | History |
| ITWIllinois Tool Works Inc | Stock | 400 | $99.4K | <0.1% | 00.0% | Unchanged | History |
| BHPBHP Group Ltd | ADR | 2,000 | $97.1K | <0.1% | 00.0% | Unchanged | History |
| AEGAegon Ltd. | AMER REG 1 CERT | 14,695 | $96.8K | <0.1% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 1,500 | $95.2K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2024 (1)
Positions held at the end of Q4 2024 that are gone from this filing.