Boit C F David
- SEC CIK
- 0001308331
- Latest filing
- Jul 30, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 9, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 117
- −2 vs. Q4 2025
- Portfolio value
- $225.3M
- −$6.09M (−2.6%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 31,628 | $15.2M | 6.7% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 84,053 | $14.3M | 6.3% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 32,604 | $12.1M | 5.4% | +800+2.5% | Added | History |
| CATCaterpillar Inc | Stock | 16,500 | $11.7M | 5.2% | −2,300−12.2% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 38,322 | $11.0M | 4.9% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 26,630 | $9.31M | 4.1% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 35,500 | $8.68M | 3.9% | −2,000−5.3% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 27,750 | $8.59M | 3.8% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 70,283 | $8.45M | 3.8% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 30,002 | $7.61M | 3.4% | 00.0% | Unchanged | History |
| MCDMcDonalds Corp | Stock | 19,800 | $6.15M | 2.7% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 11,140 | $5.57M | 2.5% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 24,600 | $5.35M | 2.4% | 00.0% | Unchanged | History |
| CBChubb Ltd | Stock | 16,165 | $5.27M | 2.3% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 107,198 | $5.23M | 2.3% | 00.0% | Unchanged | History |
| ADPAutomatic Data Processing Inc | Stock | 22,400 | $4.55M | 2.0% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 14,551 | $4.28M | 1.9% | −200−1.4% | Reduced | History |
| INTUIntuit Inc. | Stock | 9,100 | $3.93M | 1.7% | +1,200+15.2% | Added | History |
| SYKStryker Corp | Stock | 11,645 | $3.83M | 1.7% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 21,500 | $3.82M | 1.7% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 11,944 | $3.80M | 1.7% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 25,274 | $3.65M | 1.6% | 00.0% | Unchanged | History |
| ABTAbbott Laboratories | Stock | 32,800 | $3.37M | 1.5% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 22,900 | $3.20M | 1.4% | 00.0% | Unchanged | History |
| LMTLockheed Martin Corp | Stock | 5,260 | $3.18M | 1.4% | 00.0% | Unchanged | History |
| PHParker-Hannifin Corp | Stock | 3,100 | $2.78M | 1.2% | 00.0% | Unchanged | History |
| GLWCorning Inc | COM | 17,000 | $2.31M | 1.0% | 00.0% | Unchanged | History |
| NVSNovartis AG | ADR | 12,800 | $1.96M | 0.9% | 00.0% | Unchanged | History |
| EOGEOG Resources Inc | Stock | 11,750 | $1.70M | 0.8% | 00.0% | Unchanged | History |
| CHDChurch & Dwight Co Inc | COM | 18,140 | $1.69M | 0.8% | −5,000−21.6% | Reduced | History |
| DHRDanaher Corp | Stock | 8,850 | $1.68M | 0.7% | 00.0% | Unchanged | History |
| PCARPaccar Inc | COM | 13,330 | $1.54M | 0.7% | 00.0% | Unchanged | History |
| AMTAmerican Tower Corp | REIT | 8,710 | $1.50M | 0.7% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 9,800 | $1.44M | 0.6% | 00.0% | Unchanged | History |
| AMGNAmgen Inc | Stock | 4,000 | $1.41M | 0.6% | 00.0% | Unchanged | History |
| LINLinde PLC | SHS | 2,800 | $1.39M | 0.6% | +2,000+250.0% | Added | History |
| CLColgate Palmolive Co | Stock | 16,200 | $1.38M | 0.6% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 49,103 | $1.38M | 0.6% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 5,625 | $1.36M | 0.6% | 00.0% | Unchanged | History |
| TMOThermo Fisher Scientific Inc. | Stock | 2,715 | $1.33M | 0.6% | 00.0% | Unchanged | History |
| PPGPPG Industries Inc | Stock | 10,872 | $1.16M | 0.5% | 00.0% | Unchanged | History |
| GEGeneral Electric Co | Stock | 3,936 | $1.12M | 0.5% | 00.0% | Unchanged | History |
| BKNGBooking Holdings Inc. | Stock | 250 | $1.05M | 0.5% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 6,000 | $1.05M | 0.5% | 00.0% | Unchanged | History |
| AMATApplied Materials Inc | Stock | 3,000 | $1.03M | 0.5% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 4,640 | $966.4K | 0.4% | +200+4.5% | Added | History |
| CSLCarlisle Companies Inc | COM | 2,800 | $934.1K | 0.4% | +2,800 | New | History |
| GWWW.W. Grainger, Inc. | Stock | 800 | $872.6K | 0.4% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 2,050 | $871.9K | 0.4% | +1,350+192.9% | Added | History |
| IBMInternational Business Machines Corp | Stock | 3,584 | $868.7K | 0.4% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 4,000 | $827.6K | 0.4% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 9,660 | $769.0K | 0.3% | −859−8.2% | Reduced | History |
| ADBEAdobe Inc. | Stock | 2,950 | $717.1K | 0.3% | +600+25.5% | Added | History |
| LNCLincoln National Corp | COM | 19,990 | $709.6K | 0.3% | −4,000−16.7% | Reduced | History |
| Costco Companies Inc.221607104 | Equity | 700 | $697.5K | 0.3% | 00.0% | Unchanged | – |
| PMPhilip Morris International Inc. | Stock | 4,020 | $664.7K | 0.3% | +200+5.2% | Added | History |
| ULUnilever PLC | SPON ADR NEW | 11,555 | $658.3K | 0.3% | 00.0% | Unchanged | History |
| CMSCMS Energy Corp | COM | 7,800 | $605.1K | 0.3% | 00.0% | Unchanged | History |
| VZVerizon Communications Inc | Stock | 11,897 | $597.2K | 0.3% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 1,000 | $572.1K | 0.3% | 00.0% | Unchanged | History |
| Nestle S A Sponsored ADR641069307 | COM | 5,800 | $566.0K | 0.3% | 00.0% | Unchanged | – |
| EMREmerson Electric Co | Stock | 3,800 | $497.9K | 0.2% | 00.0% | Unchanged | History |
| JardineMathesonHoldingsLimitedG50736100 | COM | 6,960 | $495.2K | 0.2% | 00.0% | Unchanged | – |
| PAYCPaycom Software, Inc. | Stock | 4,000 | $486.2K | 0.2% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 16,772 | $481.5K | 0.2% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 1,525 | $461.3K | 0.2% | 00.0% | Unchanged | History |
| MSCIMSCI Inc. | Stock | 810 | $436.6K | 0.2% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 1,225 | $402.9K | 0.2% | 00.0% | Unchanged | History |
| APPAppLovin Corp | COM CL A | 1,000 | $398.0K | 0.2% | 00.0% | Unchanged | History |
| ASMLASML Holding NV | ADR | 300 | $396.2K | 0.2% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | COM | 400 | $384.7K | 0.2% | 00.0% | Unchanged | History |
| ATRAptargroup, Inc. | Stock | 3,000 | $378.1K | 0.2% | 00.0% | Unchanged | History |
| GEVGE Vernova Inc. | Stock | 421 | $367.5K | 0.2% | −375−47.1% | Reduced | History |
| NXPINXP Semiconductors N.V. | COM | 1,650 | $324.8K | 0.1% | 00.0% | Unchanged | History |
| ICEIntercontinental Exchange, Inc. | Stock | 2,000 | $314.6K | 0.1% | 00.0% | Unchanged | History |
| SHWSherwin Williams Co | COM | 900 | $288.5K | 0.1% | 00.0% | Unchanged | History |
| SYYSysco Corp | Stock | 4,000 | $285.3K | 0.1% | 00.0% | Unchanged | History |
| ROPRoper Technologies Inc | Stock | 750 | $265.4K | 0.1% | 00.0% | Unchanged | History |
| ELEstee Lauder Companies Inc | CL A | 3,500 | $251.2K | 0.1% | 00.0% | Unchanged | History |
| HKHHFHeineken Holding N V | COM | 3,480 | $245.9K | 0.1% | 00.0% | Unchanged | History |
| TXNTexas Instruments Inc | Stock | 1,250 | $242.7K | 0.1% | 00.0% | Unchanged | History |
| AFLAflac Inc | Stock | 2,200 | $241.4K | 0.1% | 00.0% | Unchanged | History |
| WSOWatsco Inc | COM | 600 | $218.3K | 0.1% | 00.0% | Unchanged | History |
| ECLEcolab Inc. | Stock | 800 | $212.8K | 0.1% | 00.0% | Unchanged | History |
| FISVFiserv Inc | Stock | 3,750 | $209.3K | 0.1% | 00.0% | Unchanged | History |
| COPConocoPhillips | Stock | 1,500 | $198.0K | 0.1% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 6,701 | $194.3K | 0.1% | 00.0% | Unchanged | History |
| Cisco Systems Inc Com999912223 | COM | 2,400 | $186.2K | 0.1% | 00.0% | Unchanged | – |
| SHELShell plc | ADR | 2,000 | $186.0K | 0.1% | 00.0% | Unchanged | History |
| FRFHFFairfax Financial Holdings Ltd | Common Stock | 100 | $170.2K | 0.1% | 00.0% | Unchanged | History |
| BHPBHP Group Ltd | ADR | 2,000 | $145.5K | 0.1% | 00.0% | Unchanged | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 1,500 | $135.6K | 0.1% | 00.0% | Unchanged | History |
| APDAir Products & Chemicals, Inc. | Stock | 450 | $130.7K | 0.1% | 00.0% | Unchanged | History |
| Fairfax India Hldgs Corp303897102 | COM | 7,000 | $112.3K | <0.1% | 00.0% | Unchanged | – |
| CEGConstellation Energy Corp | Stock | 400 | $111.7K | <0.1% | 00.0% | Unchanged | History |
| NEENextera Energy Inc | Stock | 1,200 | $111.5K | <0.1% | 00.0% | Unchanged | History |
| BF.ABrown Forman Corp | CL A | 4,160 | $111.4K | <0.1% | 00.0% | Unchanged | History |
| AEGAegon Ltd. | AMER REG 1 CERT | 14,695 | $106.7K | <0.1% | 00.0% | Unchanged | History |
| ITWIllinois Tool Works Inc | Stock | 400 | $104.1K | <0.1% | 00.0% | Unchanged | History |
| SLBSLB Limited | Stock | 2,000 | $102.8K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2025 (3)
Positions held at the end of Q4 2025 that are gone from this filing.