Boit C F David

Boit C F David as of Dec. 31, 2025

Portfolio Holdings for Boit C F David

Boit C F David holds 119 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway Inc Cl B Com Cl B (BRK.B) 6.8 $16M 32k 499.10
Microsoft Corporation (MSFT) 6.6 $15M 32k 479.28
Alphabet Inc Cl A Com Cl A (GOOGL) 5.4 $13M 38k 328.57
Caterpillar (CAT) 5.0 $12M 19k 617.62
Exxon Mobil Corporation (XOM) 4.5 $11M 84k 124.61
Broadcom (AVGO) 4.1 $9.6M 28k 344.97
Visa Inc Cl A Com Cl A (V) 4.0 $9.3M 27k 349.77
Apple (AAPL) 3.4 $7.8M 30k 259.37
Merck & Co (MRK) 3.4 $7.8M 70k 110.53
Johnson & Johnson (JNJ) 3.3 $7.7M 38k 204.39
Mastercard Inc Cl A Com Cl A (MA) 2.8 $6.4M 11k 575.54
McDonald's Corporation (MCD) 2.6 $6.1M 20k 307.32
Bank of America Corporation (BAC) 2.6 $6.0M 107k 55.85
Automatic Data Processing (ADP) 2.6 $6.0M 22k 266.02
Abbvie (ABBV) 2.3 $5.4M 25k 220.08
Intuit (INTU) 2.2 $5.1M 7.9k 646.90
Chubb (CB) 2.1 $5.0M 16k 306.81
JPMorgan Chase & Co. (JPM) 2.1 $4.9M 15k 329.19
Stryker Corporation (SYK) 1.8 $4.3M 12k 367.54
Abbott Laboratories (ABT) 1.8 $4.1M 33k 125.92
Qualcomm (QCOM) 1.7 $3.8M 22k 177.78
Analog Devices (ADI) 1.6 $3.6M 12k 300.93
Procter & Gamble Company (PG) 1.5 $3.6M 25k 141.87
Pepsi (PEP) 1.4 $3.2M 23k 139.91
Lockheed Martin Corporation (LMT) 1.2 $2.9M 5.3k 542.92
Parker-Hannifin Corporation (PH) 1.2 $2.9M 3.1k 920.99
Danaher Corporation (DHR) 0.9 $2.1M 8.9k 238.37
Church & Dwight (CHD) 0.9 $2.0M 23k 85.78
Oracle Corporation (ORCL) 0.8 $1.9M 9.8k 198.52
Novartis Adr (NVS) 0.8 $1.8M 13k 141.54
Thermo Fisher Scientific (TMO) 0.7 $1.7M 2.7k 618.86
Paccar (PCAR) 0.7 $1.6M 13k 118.80
American Tower Corp Cl A Com Cl A (AMT) 0.6 $1.5M 8.7k 168.51
Corning Incorporated (GLW) 0.6 $1.4M 17k 85.23
Booking Holdings (BKNG) 0.6 $1.4M 250.00 5492.11
Colgate-Palmolive Company (CL) 0.6 $1.3M 16k 81.48
Amgen (AMGN) 0.6 $1.3M 4.0k 326.10
Union Pacific Corporation (UNP) 0.6 $1.3M 5.6k 228.44
General Electric (GE) 0.5 $1.3M 3.9k 321.59
Pfizer (PFE) 0.5 $1.3M 49k 25.48
EOG Resources (EOG) 0.5 $1.2M 12k 104.92
PPG Industries (PPG) 0.5 $1.2M 11k 107.41
NVIDIA Corporation (NVDA) 0.5 $1.1M 6.0k 184.86
Amazon (AMZN) 0.5 $1.1M 4.4k 247.38
International Business Machines (IBM) 0.5 $1.1M 3.6k 304.22
Lincoln National Corporation (LNC) 0.5 $1.1M 24k 43.78
Wells Fargo & Company (WFC) 0.4 $1.0M 11k 95.95
Applied Materials (AMAT) 0.4 $904k 3.0k 301.18
W.W. Grainger (GWW) 0.4 $824k 800.00 1029.82
Adobe Systems Incorporated (ADBE) 0.3 $785k 2.4k 333.95
Unilever Adr 0.3 $742k 12k 64.20
Meta Platforms Com Cl A (META) 0.3 $653k 1.0k 653.06
Chevron Corporation (CVX) 0.3 $648k 4.0k 162.11
Applovin Corp A Com Cl A (APP) 0.3 $648k 1.0k 647.72
Costco Companies 0.3 $647k 700.00 924.88
Paycom Software (PAYC) 0.3 $629k 4.0k 157.17
Philip Morris International (PM) 0.3 $621k 3.8k 162.61
American Express Company (AXP) 0.2 $573k 1.5k 375.61
Emerson Electric (EMR) 0.2 $548k 3.8k 144.20
Nestle S A 0.2 $546k 5.8k 94.13
CMS Energy Corporation (CMS) 0.2 $546k 7.8k 69.99
Jardine Matheson Hldgs Ltd Ord (JARLF) 0.2 $520k 7.0k 74.72
Ge Vernova (GEV) 0.2 $496k 796.00 622.50
Verizon Communications (VZ) 0.2 $481k 12k 40.46
Comcast Corp Cl A Com Cl A (CMCSA) 0.2 $476k 17k 28.37
Msci Inc Cl A Com Cl A (MSCI) 0.2 $471k 810.00 581.16
Home Depot (HD) 0.2 $459k 1.2k 374.64
BlackRock 0.2 $434k 400.00 1085.10
Estee Lauder Cos Com Cl A (EL) 0.2 $398k 3.5k 113.73
Nxp Semiconductors N V (NXPI) 0.2 $398k 1.7k 241.15
Asml Holding (ASML) 0.2 $382k 300.00 1273.88
S&p Global (SPGI) 0.2 $379k 700.00 541.94
Aptar (ATR) 0.2 $372k 3.0k 123.85
Linde 0.2 $355k 800.00 444.08
Intercontinental Exchange (ICE) 0.1 $332k 2.0k 165.98
Roper Industries (ROP) 0.1 $326k 750.00 434.81
Sherwin-Williams Company (SHW) 0.1 $318k 900.00 353.28
SYSCO Corporation (SYY) 0.1 $297k 4.0k 74.28
Fiserv (FI) 0.1 $262k 3.8k 69.85
Heineken Holding (HKHHF) 0.1 $255k 3.5k 73.29
AFLAC Incorporated (AFL) 0.1 $240k 2.2k 109.24
Texas Instruments Incorporated (TXN) 0.1 $238k 1.3k 190.31
Watsco, Incorporated (WSO) 0.1 $225k 600.00 375.50
3M Company (MMM) 0.1 $225k 1.4k 165.24
Ecolab (ECL) 0.1 $217k 800.00 271.73
Fairfax Financial Holdings Lim (FRFHF) 0.1 $188k 100.00 1874.51
Cisco Systems 0.1 $177k 2.4k 73.88
Wright Express (WEX) 0.1 $162k 1.0k 161.88
At&t (T) 0.1 $161k 6.7k 23.99
ConocoPhillips (COP) 0.1 $146k 1.5k 97.51
Shell Adr Each Rep 2 Ord Wi (SHEL) 0.1 $142k 2.0k 70.83
Zimmer Holdings (ZBH) 0.1 $139k 1.5k 92.85
Constellation Energy (CEG) 0.1 $137k 400.00 342.52
Fairfax India Hldgs Corp Com Sub Vtg (FFXDF) 0.1 $124k 7.0k 17.71
BHP Billiton (BHP) 0.1 $123k 2.0k 61.72
Air Products & Chemicals (APD) 0.1 $119k 450.00 263.72
Aegon Ltd Amer Reg 1 Cert (AEG) 0.0 $112k 15k 7.63
Brown-forman Corp Cl A Com Cl A (BF.A) 0.0 $109k 4.2k 26.13
Hdfc Bank Adr (HDB) 0.0 $103k 3.1k 33.10
Illinois Tool Works (ITW) 0.0 $102k 400.00 255.12
Nike Inc Cl B Com Cl B (NKE) 0.0 $99k 1.5k 65.92
Nextera Energy (NEE) 0.0 $96k 1.2k 79.89
Wec Energy Group (WEC) 0.0 $91k 867.00 104.65
Schlumberger (SLB) 0.0 $90k 2.0k 45.20
Align Technology (ALGN) 0.0 $86k 500.00 172.79
Accenture Plc Cl A Com Cl A (ACN) 0.0 $84k 300.00 280.67
Brown-forman Corp Cl B Com Cl B (BF.B) 0.0 $79k 3.0k 25.96
O'reilly Automotive (ORLY) 0.0 $70k 750.00 93.80
Yum China Holdings (YUMC) 0.0 $50k 320.00 155.52
Walt Disney Company (DIS) 0.0 $46k 400.00 115.88
The Magnum Ice Cream C F (MICC) 0.0 $40k 2.6k 15.28
IAC/InterActive 0.0 $39k 1.0k 39.41
Lukoil Pjsc (LUKOY) 0.0 $35k 5.1k 6.96
Versant Media Group (VSNT) 0.0 $23k 670.00 34.46
Entegris (ENTG) 0.0 $21k 208.00 102.99
Vodafone Group Adr (VOD) 0.0 $21k 1.6k 13.50
Veralto Corp (VLTO) 0.0 $14k 133.00 102.73
Angi Inc Cl A (ANGI) 0.0 $7.4k 525.00 14.05
Tesla Motors (TSLA) 0.0 $4.5k 10.00 445.00