Boit C F David
- SEC CIK
- 0001308331
- Latest filing
- Jul 30, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 30, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 122
- −5 vs. Q1 2025
- Portfolio value
- $207.9M
- +$8.63M (+4.3%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 31,804 | $15.8M | 7.6% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 31,628 | $15.4M | 7.4% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 26,630 | $9.45M | 4.5% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 84,053 | $9.06M | 4.4% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 28,750 | $7.92M | 3.8% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 19,500 | $7.57M | 3.6% | 00.0% | Unchanged | History |
| ADPAutomatic Data Processing Inc | Stock | 22,400 | $6.91M | 3.3% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 38,422 | $6.77M | 3.3% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 11,140 | $6.26M | 3.0% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 30,002 | $6.16M | 3.0% | 00.0% | Unchanged | History |
| MCDMcDonalds Corp | Stock | 19,800 | $5.78M | 2.8% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 37,500 | $5.73M | 2.8% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 70,283 | $5.56M | 2.7% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 6,550 | $5.16M | 2.5% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 107,198 | $5.07M | 2.4% | 00.0% | Unchanged | History |
| CBChubb Ltd | Stock | 16,165 | $4.68M | 2.3% | 00.0% | Unchanged | History |
| SYKStryker Corp | Stock | 11,645 | $4.61M | 2.2% | +200+1.7% | Added | History |
| ABBVAbbVie Inc. | Stock | 24,600 | $4.57M | 2.2% | 00.0% | Unchanged | History |
| ABTAbbott Laboratories | Stock | 32,800 | $4.46M | 2.1% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 14,751 | $4.28M | 2.1% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 25,274 | $4.03M | 1.9% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 21,200 | $3.38M | 1.6% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 22,900 | $3.02M | 1.5% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 11,944 | $2.84M | 1.4% | 00.0% | Unchanged | History |
| CHDChurch & Dwight Co Inc | COM | 29,340 | $2.82M | 1.4% | −100−0.3% | Reduced | History |
| LMTLockheed Martin Corp | Stock | 5,260 | $2.44M | 1.2% | 00.0% | Unchanged | History |
| PHParker-Hannifin Corp | Stock | 3,100 | $2.17M | 1.0% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 9,800 | $2.14M | 1.0% | 00.0% | Unchanged | History |
| AMTAmerican Tower Corp | REIT | 9,210 | $2.04M | 1.0% | 00.0% | Unchanged | History |
| DHRDanaher Corp | Stock | 8,850 | $1.75M | 0.8% | 00.0% | Unchanged | History |
| NVSNovartis AG | ADR | 12,800 | $1.55M | 0.7% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 16,200 | $1.47M | 0.7% | 00.0% | Unchanged | History |
| EOGEOG Resources Inc | Stock | 11,750 | $1.41M | 0.7% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 5,625 | $1.29M | 0.6% | 00.0% | Unchanged | History |
| PCARPaccar Inc | COM | 13,330 | $1.27M | 0.6% | 00.0% | Unchanged | History |
| PPGPPG Industries Inc | Stock | 10,872 | $1.24M | 0.6% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 49,103 | $1.19M | 0.6% | 00.0% | Unchanged | History |
| AMGNAmgen Inc | Stock | 4,000 | $1.12M | 0.5% | 00.0% | Unchanged | History |
| TMOThermo Fisher Scientific Inc. | Stock | 2,715 | $1.10M | 0.5% | +500+22.6% | Added | History |
| IBMInternational Business Machines Corp | Stock | 3,584 | $1.06M | 0.5% | 00.0% | Unchanged | History |
| GEGeneral Electric Co | Stock | 3,936 | $1.01M | 0.5% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 4,440 | $974.1K | 0.5% | +500+12.7% | Added | History |
| NVDANVIDIA Corp | Stock | 6,000 | $947.9K | 0.5% | 00.0% | Unchanged | History |
| PAYCPaycom Software, Inc. | Stock | 4,000 | $925.6K | 0.4% | 00.0% | Unchanged | History |
| GLWCorning Inc | COM | 17,000 | $894.0K | 0.4% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 2,300 | $889.8K | 0.4% | 00.0% | Unchanged | History |
| BKNGBooking Holdings Inc. | Stock | 150 | $868.4K | 0.4% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 10,519 | $842.8K | 0.4% | 00.0% | Unchanged | History |
| GWWW.W. Grainger, Inc. | Stock | 800 | $832.2K | 0.4% | 00.0% | Unchanged | History |
| LNCLincoln National Corp | COM | 23,990 | $830.1K | 0.4% | 00.0% | Unchanged | History |
| ULUnilever PLC | SPON ADR NEW | 13,000 | $795.2K | 0.4% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 1,000 | $738.1K | 0.4% | 00.0% | Unchanged | History |
| PMPhilip Morris International Inc. | Stock | 3,820 | $695.7K | 0.3% | 00.0% | Unchanged | History |
| Costco Companies Inc.221607104 | Equity | 700 | $693.0K | 0.3% | 00.0% | Unchanged | – |
| CMCSAComcast Corp | Stock | 16,772 | $598.6K | 0.3% | 00.0% | Unchanged | History |
| Nestle S A Sponsored ADR641069307 | COM | 5,800 | $574.4K | 0.3% | 00.0% | Unchanged | – |
| CVXChevron Corp | Stock | 4,000 | $572.8K | 0.3% | 00.0% | Unchanged | History |
| VZVerizon Communications Inc | Stock | 13,197 | $571.0K | 0.3% | 00.0% | Unchanged | History |
| FISVFiserv Inc | Stock | 3,250 | $560.3K | 0.3% | +1,100+51.2% | Added | History |
| AMATApplied Materials Inc | Stock | 3,000 | $549.2K | 0.3% | 00.0% | Unchanged | History |
| CMSCMS Energy Corp | COM | 7,800 | $540.4K | 0.3% | 00.0% | Unchanged | History |
| EMREmerson Electric Co | Stock | 3,800 | $506.7K | 0.2% | 00.0% | Unchanged | History |
| ATRAptargroup, Inc. | Stock | 3,000 | $469.3K | 0.2% | 00.0% | Unchanged | History |
| MSCIMSCI Inc. | Stock | 810 | $467.2K | 0.2% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 1,225 | $449.1K | 0.2% | 00.0% | Unchanged | History |
| ROPRoper Technologies Inc | Stock | 750 | $425.1K | 0.2% | 00.0% | Unchanged | History |
| GEVGE Vernova Inc. | Stock | 796 | $421.2K | 0.2% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | COM | 400 | $419.7K | 0.2% | 00.0% | Unchanged | History |
| LINLinde PLC | SHS | 800 | $375.3K | 0.2% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 700 | $369.1K | 0.2% | 00.0% | Unchanged | History |
| ICEIntercontinental Exchange, Inc. | Stock | 2,000 | $366.9K | 0.2% | 00.0% | Unchanged | History |
| NXPINXP Semiconductors N.V. | COM | 1,650 | $360.5K | 0.2% | 00.0% | Unchanged | History |
| MMM3M Co | Stock | 2,360 | $359.3K | 0.2% | −3,000−56.0% | Reduced | History |
| APPAppLovin Corp | COM CL A | 1,000 | $350.1K | 0.2% | 00.0% | Unchanged | History |
| JardineMathesonHoldingsLimitedG50736100 | COM | 6,960 | $334.5K | 0.2% | +900+14.9% | Added | – |
| SHWSherwin Williams Co | COM | 900 | $309.0K | 0.1% | 00.0% | Unchanged | History |
| SYYSysco Corp | Stock | 4,000 | $303.0K | 0.1% | 00.0% | Unchanged | History |
| WEXWEX Inc. | COM | 2,000 | $293.8K | 0.1% | 00.0% | Unchanged | History |
| ELEstee Lauder Companies Inc | CL A | 3,500 | $282.8K | 0.1% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 3,600 | $267.6K | 0.1% | −600−14.3% | Reduced | History |
| WSOWatsco Inc | COM | 600 | $265.0K | 0.1% | 00.0% | Unchanged | History |
| TXNTexas Instruments Inc | Stock | 1,250 | $259.5K | 0.1% | 00.0% | Unchanged | History |
| HKHHFHeineken Holding N V | COM | 3,480 | $259.0K | 0.1% | 00.0% | Unchanged | History |
| ASMLASML Holding NV | ADR | 300 | $240.4K | 0.1% | 00.0% | Unchanged | History |
| AFLAflac Inc | Stock | 2,200 | $232.0K | 0.1% | 00.0% | Unchanged | History |
| ECLEcolab Inc. | Stock | 800 | $215.6K | 0.1% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 6,701 | $193.9K | 0.1% | 00.0% | Unchanged | History |
| FRFHFFairfax Financial Holdings Ltd | Common Stock | 100 | $180.7K | 0.1% | 00.0% | Unchanged | History |
| Cisco Systems Inc Com999912223 | COM | 2,400 | $166.5K | 0.1% | 00.0% | Unchanged | – |
| SHELShell plc | ADR | 2,000 | $140.8K | 0.1% | 00.0% | Unchanged | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 1,500 | $136.8K | 0.1% | −800−34.8% | Reduced | History |
| COPConocoPhillips | Stock | 1,500 | $134.6K | 0.1% | 00.0% | Unchanged | History |
| CEGConstellation Energy Corp | Stock | 400 | $129.1K | 0.1% | 00.0% | Unchanged | History |
| APDAir Products & Chemicals, Inc. | Stock | 450 | $126.9K | 0.1% | 00.0% | Unchanged | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 1,550 | $118.8K | 0.1% | 00.0% | Unchanged | History |
| BF.ABrown Forman Corp | CL A | 4,160 | $114.3K | 0.1% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 1,500 | $106.6K | 0.1% | 00.0% | Unchanged | History |
| AEGAegon Ltd. | AMER REG 1 CERT | 14,695 | $106.4K | 0.1% | 00.0% | Unchanged | History |
| ITWIllinois Tool Works Inc | Stock | 400 | $98.9K | <0.1% | 00.0% | Unchanged | History |
| BHPBHP Group Ltd | ADR | 2,000 | $96.2K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2025 (7)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| TTETotalEnergies SE | SPONSORED ADS | 480 | $31.1K | <0.1% | History |
| FTVFortive Corp | Stock | 300 | $22.0K | <0.1% | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 62 | $5.00K | <0.1% | History |
| OGNOrganon & Co. | Stock | 177 | $2.63K | <0.1% | History |
| INTCIntel Corp | Stock | 108 | $2.45K | <0.1% | History |
| KDKyndryl Holdings, Inc. | Stock | 16 | $502 | <0.1% | History |
| WBDWarner Bros. Discovery, Inc. | Stock | 42 | $450 | <0.1% | History |