Boit C F David

Boit C F David as of March 31, 2026

Portfolio Holdings for Boit C F David

Boit C F David holds 117 positions in its portfolio as reported in the March 2026 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) 6.7 $15M 32k 479.20
Exxon Mobil Corporation (XOM) 6.3 $14M 84k 169.66
Microsoft Corporation (MSFT) 5.4 $12M 33k 370.17
Caterpillar (CAT) 5.2 $12M 17k 708.46
Alphabet Inc Cl A Com Cl A (GOOGL) 4.9 $11M 38k 287.56
Visa Inc Cl A Com Cl A (V) 4.1 $9.3M 27k 349.77
Johnson & Johnson (JNJ) 3.9 $8.7M 36k 244.44
Broadcom (AVGO) 3.8 $8.6M 28k 309.51
Merck & Co (MRK) 3.8 $8.5M 70k 120.29
Apple (AAPL) 3.4 $7.6M 30k 253.79
McDonald's Corporation (MCD) 2.7 $6.2M 20k 310.79
Mastercard Inc Cl A Com Cl A (MA) 2.5 $5.6M 11k 499.66
Abbvie (ABBV) 2.4 $5.4M 25k 217.49
Chubb (CB) 2.3 $5.3M 16k 325.93
Bank of America Corporation (BAC) 2.3 $5.2M 107k 48.75
Automatic Data Processing (ADP) 2.0 $4.6M 22k 203.18
JPMorgan Chase & Co. (JPM) 1.9 $4.3M 15k 294.16
Intuit (INTU) 1.7 $3.9M 9.1k 432.38
Stryker Corporation (SYK) 1.7 $3.8M 12k 328.59
Qualcomm (QCOM) 1.7 $3.8M 22k 177.78
Analog Devices (ADI) 1.7 $3.8M 12k 318.14
Procter & Gamble Company (PG) 1.6 $3.7M 25k 144.44
Abbott Laboratories (ABT) 1.5 $3.4M 33k 102.67
Pepsi (PEP) 1.4 $3.2M 23k 139.91
Lockheed Martin Corporation (LMT) 1.4 $3.2M 5.3k 604.39
Parker-Hannifin Corporation (PH) 1.2 $2.8M 3.1k 895.24
Corning Incorporated (GLW) 1.0 $2.3M 17k 135.97
Novartis Adr (NVS) 0.9 $2.0M 13k 152.75
EOG Resources (EOG) 0.8 $1.7M 12k 144.57
Church & Dwight (CHD) 0.8 $1.7M 18k 93.32
Danaher Corporation (DHR) 0.7 $1.7M 8.9k 189.60
Paccar (PCAR) 0.7 $1.5M 13k 115.50
American Tower Corp Cl A Com Cl A (AMT) 0.7 $1.5M 8.7k 172.58
Oracle Corporation (ORCL) 0.6 $1.4M 9.8k 147.11
Amgen (AMGN) 0.6 $1.4M 4.0k 351.85
Linde 0.6 $1.4M 2.8k 495.76
Colgate-Palmolive Company (CL) 0.6 $1.4M 16k 85.23
Pfizer (PFE) 0.6 $1.4M 49k 28.08
Union Pacific Corporation (UNP) 0.6 $1.4M 5.6k 242.62
Thermo Fisher Scientific (TMO) 0.6 $1.3M 2.7k 491.53
PPG Industries (PPG) 0.5 $1.2M 11k 106.88
General Electric (GE) 0.5 $1.1M 3.9k 283.77
Booking Holdings (BKNG) 0.5 $1.1M 250.00 4210.32
NVIDIA Corporation (NVDA) 0.5 $1.0M 6.0k 174.40
Applied Materials (AMAT) 0.5 $1.0M 3.0k 341.79
Amazon (AMZN) 0.4 $966k 4.6k 208.27
Carlisle Companies (CSL) 0.4 $934k 2.8k 333.62
W.W. Grainger (GWW) 0.4 $873k 800.00 1090.81
S&p Global (SPGI) 0.4 $872k 2.1k 425.34
International Business Machines (IBM) 0.4 $869k 3.6k 242.39
Chevron Corporation (CVX) 0.4 $828k 4.0k 206.90
Wells Fargo & Company (WFC) 0.3 $769k 9.7k 79.61
Adobe Systems Incorporated (ADBE) 0.3 $717k 3.0k 243.08
Lincoln National Corporation (LNC) 0.3 $710k 20k 35.50
Costco Companies 0.3 $698k 700.00 996.43
Philip Morris International (PM) 0.3 $665k 4.0k 165.34
Unilever Adr 0.3 $658k 12k 56.97
CMS Energy Corporation (CMS) 0.3 $605k 7.8k 77.58
Verizon Communications (VZ) 0.3 $597k 12k 50.20
Meta Platforms Com Cl A (META) 0.3 $572k 1.0k 572.13
Nestle S A 0.3 $566k 5.8k 97.59
Emerson Electric (EMR) 0.2 $498k 3.8k 131.02
Jardine Matheson Hldgs Ltd Ord (JARLF) 0.2 $495k 7.0k 71.15
Paycom Software (PAYC) 0.2 $486k 4.0k 121.54
Comcast Corp Cl A Com Cl A (CMCSA) 0.2 $482k 17k 28.71
American Express Company (AXP) 0.2 $461k 1.5k 302.48
Msci Inc Cl A Com Cl A (MSCI) 0.2 $437k 810.00 539.01
Home Depot (HD) 0.2 $403k 1.2k 328.89
Applovin Corp A Com Cl A (APP) 0.2 $398k 1.0k 398.00
Asml Holding (ASML) 0.2 $396k 300.00 1320.83
BlackRock 0.2 $385k 400.00 961.71
Aptar (ATR) 0.2 $378k 3.0k 126.02
Ge Vernova (GEV) 0.2 $368k 421.00 872.90
Nxp Semiconductors N V (NXPI) 0.1 $325k 1.7k 196.86
Intercontinental Exchange (ICE) 0.1 $315k 2.0k 157.28
Sherwin-Williams Company (SHW) 0.1 $289k 900.00 320.55
SYSCO Corporation (SYY) 0.1 $285k 4.0k 71.33
Roper Industries (ROP) 0.1 $265k 750.00 353.86
Estee Lauder Cos Com Cl A (EL) 0.1 $251k 3.5k 71.77
Heineken Holding (HKHHF) 0.1 $246k 3.5k 70.66
Texas Instruments Incorporated (TXN) 0.1 $243k 1.3k 194.14
AFLAC Incorporated (AFL) 0.1 $241k 2.2k 109.71
Watsco, Incorporated (WSO) 0.1 $218k 600.00 363.79
Ecolab (ECL) 0.1 $213k 800.00 266.02
Fiserv (FISV) 0.1 $209k 3.8k 55.80
ConocoPhillips (COP) 0.1 $198k 1.5k 132.00
At&t (T) 0.1 $194k 6.7k 28.99
Cisco Systems 0.1 $186k 2.4k 77.59
Shell Adr Each Rep 2 Ord Wi (SHEL) 0.1 $186k 2.0k 93.00
Fairfax Financial Holdings Lim (FRFHF) 0.1 $170k 100.00 1702.00
BHP Billiton (BHP) 0.1 $146k 2.0k 72.74
Zimmer Holdings (ZBH) 0.1 $136k 1.5k 90.42
Air Products & Chemicals (APD) 0.1 $131k 450.00 290.49
Fairfax India Hldgs Corp Com Sub Vtg (FFXDF) 0.0 $112k 7.0k 16.05
Constellation Energy (CEG) 0.0 $112k 400.00 279.25
Nextera Energy (NEE) 0.0 $112k 1.2k 92.88
Brown-forman Corp Cl A Com Cl A (BF.A) 0.0 $111k 4.2k 26.79
Aegon Ltd Amer Reg 1 Cert (AEG) 0.0 $107k 15k 7.26
Illinois Tool Works (ITW) 0.0 $104k 400.00 260.29
Schlumberger (SLB) 0.0 $103k 2.0k 51.39
Wec Energy Group (WEC) 0.0 $100k 867.00 115.77
Brown-forman Corp Cl B Com Cl B (BF.B) 0.0 $80k 3.0k 26.44
Nike Inc Cl B Com Cl B (NKE) 0.0 $79k 1.5k 52.82
Hdfc Bank Adr (HDB) 0.0 $77k 3.1k 24.88
O'reilly Automotive (ORLY) 0.0 $69k 750.00 92.31
Accenture Plc Cl A Com Cl A (ACN) 0.0 $60k 300.00 198.29
3M Company (MMM) 0.0 $52k 360.00 145.23
Yum China Holdings (YUMC) 0.0 $50k 320.00 155.48
IAC/InterActive 0.0 $40k 1.0k 40.03
Walt Disney Company (DIS) 0.0 $39k 400.00 96.38
Lukoil Pjsc (LUKOY) 0.0 $35k 5.1k 6.96
Entegris (ENTG) 0.0 $24k 208.00 117.24
Vodafone Group Adr (VOD) 0.0 $24k 1.6k 15.02
Veralto Corp (VLTO) 0.0 $12k 133.00 88.42
Versant Media Group (VSNT) 0.0 $10k 270.00 37.02
Tesla Motors (TSLA) 0.0 $3.7k 10.00 371.80
Angi Inc Cl A (ANGI) 0.0 $3.6k 525.00 6.85