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Livermore
Livermore
ZHEN

Boit C F David

SEC CIK
0001308331
Latest filing
Jul 30, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Jan 15, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
119
+2 vs. Q3 2025
Portfolio value
$231.4M
+$10.4M (+4.7%) vs. Q3 2025
Filed
Jan 15, 2026
SEC
Holdings of Boit C F David in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
BRK.BBerkshire Hathaway IncStock31,628$15.8M6.8%00.0%UnchangedHistory
MSFTMicrosoft CorpStock31,804$15.2M6.6%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock38,322$12.6M5.4%−100−0.3%ReducedHistory
CATCaterpillar IncStock18,800$11.6M5.0%−700−3.6%ReducedHistory
XOMExxonMobil Holdings CorpCOM84,053$10.5M4.5%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock27,750$9.57M4.1%00.0%UnchangedHistory
VVisa Inc.Stock26,630$9.31M4.0%00.0%UnchangedHistory
AAPLApple Inc.Stock30,002$7.78M3.4%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock70,283$7.77M3.4%00.0%UnchangedHistory
JNJJohnson & JohnsonStock37,500$7.66M3.3%00.0%UnchangedHistory
MAMastercard IncStock11,140$6.41M2.8%00.0%UnchangedHistory
MCDMcDonalds CorpStock19,800$6.08M2.6%00.0%UnchangedHistory
BACBank of America CorpStock107,198$5.99M2.6%00.0%UnchangedHistory
ADPAutomatic Data Processing IncStock22,400$5.96M2.6%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock24,600$5.41M2.3%00.0%UnchangedHistory
INTUIntuit Inc.Stock7,900$5.11M2.2%+50+0.6%AddedHistory
CBChubb LtdStock16,165$4.96M2.1%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock14,751$4.86M2.1%00.0%UnchangedHistory
SYKStryker CorpStock11,645$4.28M1.8%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock32,800$4.13M1.8%00.0%UnchangedHistory
QCOMQualcomm IncStock21,500$3.82M1.7%+300+1.4%AddedHistory
ADIAnalog Devices IncStock11,944$3.59M1.6%00.0%UnchangedHistory
PGProcter & Gamble CoStock25,274$3.59M1.5%00.0%UnchangedHistory
PEPPepsiCo IncStock22,900$3.20M1.4%00.0%UnchangedHistory
LMTLockheed Martin CorpStock5,260$2.86M1.2%00.0%UnchangedHistory
PHParker-Hannifin CorpStock3,100$2.86M1.2%00.0%UnchangedHistory
DHRDanaher CorpStock8,850$2.11M0.9%00.0%UnchangedHistory
CHDChurch & Dwight Co IncCOM23,140$1.98M0.9%00.0%UnchangedHistory
ORCLOracle CorpStock9,800$1.95M0.8%00.0%UnchangedHistory
NVSNovartis AGADR12,800$1.81M0.8%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock2,715$1.68M0.7%00.0%UnchangedHistory
PCARPaccar IncCOM13,330$1.58M0.7%00.0%UnchangedHistory
AMTAmerican Tower CorpREIT8,710$1.47M0.6%−500−5.4%ReducedHistory
GLWCorning IncCOM17,000$1.45M0.6%00.0%UnchangedHistory
BKNGBooking Holdings Inc.Stock250$1.37M0.6%00.0%UnchangedHistory
CLColgate Palmolive CoStock16,200$1.32M0.6%00.0%UnchangedHistory
AMGNAmgen IncStock4,000$1.30M0.6%00.0%UnchangedHistory
UNPUnion Pacific CorpStock5,625$1.28M0.6%00.0%UnchangedHistory
GEGeneral Electric CoStock3,936$1.27M0.5%00.0%UnchangedHistory
PFEPfizer IncStock49,103$1.25M0.5%00.0%UnchangedHistory
EOGEOG Resources IncStock11,750$1.23M0.5%00.0%UnchangedHistory
PPGPPG Industries IncStock10,872$1.17M0.5%00.0%UnchangedHistory
NVDANVIDIA CorpStock6,000$1.11M0.5%00.0%UnchangedHistory
AMZNAmazon Com IncStock4,440$1.10M0.5%00.0%UnchangedHistory
IBMInternational Business Machines CorpStock3,584$1.09M0.5%00.0%UnchangedHistory
LNCLincoln National CorpCOM23,990$1.05M0.5%00.0%UnchangedHistory
WFCWells Fargo & CompanyStock10,519$1.01M0.4%00.0%UnchangedHistory
AMATApplied Materials IncStock3,000$903.5K0.4%00.0%UnchangedHistory
GWWW.W. Grainger, Inc.Stock800$823.9K0.4%00.0%UnchangedHistory
ADBEAdobe Inc.Stock2,350$784.8K0.3%+50+2.2%AddedHistory
ULUnilever PLCSPON ADR NEW11,555$741.8K0.3%−1,445−11.1%ReducedHistory
METAMeta Platforms, Inc.Stock1,000$653.1K0.3%00.0%UnchangedHistory
CVXChevron CorpStock4,000$648.4K0.3%00.0%UnchangedHistory
APPAppLovin CorpCOM CL A1,000$647.7K0.3%00.0%UnchangedHistory
Costco Companies Inc.221607104Equity700$647.4K0.3%00.0%Unchanged–
PAYCPaycom Software, Inc.Stock4,000$628.7K0.3%00.0%UnchangedHistory
PMPhilip Morris International Inc.Stock3,820$621.2K0.3%00.0%UnchangedHistory
AXPAmerican Express CoStock1,525$572.8K0.2%00.0%UnchangedHistory
EMREmerson Electric CoStock3,800$548.0K0.2%00.0%UnchangedHistory
Nestle S A Sponsored ADR641069307COM5,800$545.9K0.2%00.0%Unchanged–
CMSCMS Energy CorpCOM7,800$545.9K0.2%00.0%UnchangedHistory
JardineMathesonHoldingsLimitedG50736100COM6,960$520.1K0.2%00.0%Unchanged–
GEVGE Vernova Inc.Stock796$495.5K0.2%00.0%UnchangedHistory
VZVerizon Communications IncStock11,897$481.4K0.2%−1,300−9.9%ReducedHistory
CMCSAComcast CorpStock16,772$475.8K0.2%00.0%UnchangedHistory
MSCIMSCI Inc.Stock810$470.7K0.2%00.0%UnchangedHistory
HDHome Depot, Inc.Stock1,225$458.9K0.2%00.0%UnchangedHistory
BLKBlackRock, Inc.COM400$434.0K0.2%00.0%UnchangedHistory
ELEstee Lauder Companies IncCL A3,500$398.1K0.2%00.0%UnchangedHistory
NXPINXP Semiconductors N.V.COM1,650$397.9K0.2%00.0%UnchangedHistory
ASMLASML Holding NVADR300$382.2K0.2%00.0%UnchangedHistory
SPGIS&P Global Inc.Stock700$379.4K0.2%00.0%UnchangedHistory
ATRAptargroup, Inc.Stock3,000$371.6K0.2%00.0%UnchangedHistory
LINLinde PLCSHS800$355.3K0.2%00.0%UnchangedHistory
ICEIntercontinental Exchange, Inc.Stock2,000$332.0K0.1%00.0%UnchangedHistory
ROPRoper Technologies IncStock750$326.1K0.1%00.0%UnchangedHistory
SHWSherwin Williams CoCOM900$318.0K0.1%00.0%UnchangedHistory
SYYSysco CorpStock4,000$297.1K0.1%00.0%UnchangedHistory
FISVFiserv IncStock3,750$261.9K0.1%00.0%UnchangedHistory
HKHHFHeineken Holding N VCOM3,480$255.0K0.1%00.0%UnchangedHistory
AFLAflac IncStock2,200$240.3K0.1%00.0%UnchangedHistory
TXNTexas Instruments IncStock1,250$237.9K0.1%00.0%UnchangedHistory
WSOWatsco IncCOM600$225.3K0.1%00.0%UnchangedHistory
MMM3M CoStock1,360$224.7K0.1%00.0%UnchangedHistory
ECLEcolab Inc.Stock800$217.4K0.1%00.0%UnchangedHistory
FRFHFFairfax Financial Holdings LtdCommon Stock100$187.5K0.1%00.0%UnchangedHistory
Cisco Systems Inc Com999912223COM2,400$177.3K0.1%00.0%Unchanged–
WEXWEX Inc.COM1,000$161.9K0.1%00.0%UnchangedHistory
TAT&T Inc.Stock6,701$160.8K0.1%00.0%UnchangedHistory
COPConocoPhillipsStock1,500$146.3K0.1%00.0%UnchangedHistory
SHELShell plcADR2,000$141.7K0.1%00.0%UnchangedHistory
ZBHZimmer Biomet Holdings, Inc.Stock1,500$139.3K0.1%00.0%UnchangedHistory
CEGConstellation Energy CorpStock400$137.0K0.1%00.0%UnchangedHistory
Fairfax India Hldgs Corp303897102COM7,000$124.0K0.1%00.0%Unchanged–
BHPBHP Group LtdADR2,000$123.4K0.1%00.0%UnchangedHistory
APDAir Products & Chemicals, Inc.Stock450$118.7K0.1%00.0%UnchangedHistory
AEGAegon Ltd.AMER REG 1 CERT14,695$112.1K<0.1%00.0%UnchangedHistory
BF.ABrown Forman CorpCL A4,160$108.7K<0.1%00.0%UnchangedHistory
HDBHDFC Bank LtdSPONSORED ADS3,100$102.6K<0.1%00.0%UnchangedHistory
ITWIllinois Tool Works IncStock400$102.0K<0.1%00.0%UnchangedHistory