Boit C F David

BOSTON, MA · CIK 1308331 · 13F filing filed 2026-01-15

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$231.4m reported value +4.7% vs Q3 2025

119positions

46.6%in top 10

2 new 4 added 5 reduced 0 sold out vs Q3 2025

Holdings, Q4 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	31,628	$15.8m6.82%	6.82%	Unchanged
2	MICROSOFT CORP COM MSFT	MSFT	31,804	$15.2m6.59%	6.59%	Unchanged
3	ALPHABET INC CAP STK CL A GOOGL	GOOGL	38,322	$12.6m5.44%	5.44%	Reduced -100	-100 -0.3%
4	CATERPILLAR INC COM CAT	CAT	18,800	$11.6m5.02%	5.02%	Reduced -700	-700 -3.6%
5	EXXON MOBIL CORP COM XOM	XOM	84,053	$10.5m4.53%	4.53%	Unchanged
6	BROADCOM INC COM AVGO	AVGO	27,750	$9.6m4.14%	4.14%	Unchanged
7	VISA INC COM CL A V	V	26,630	$9.3m4.03%	4.03%	Unchanged
8	APPLE INC COM AAPL	AAPL	30,002	$7.8m3.36%	3.36%	Unchanged
9	MERCK & CO INC COM MRK	MRK	70,283	$7.8m3.36%	3.36%	Unchanged
10	JOHNSON & JOHNSON COM JNJ	JNJ	37,500	$7.7m3.31%	3.31%	Unchanged
11	MASTERCARD INCORPORATED CL A MA	MA	11,140	$6.4m2.77%	2.77%	Unchanged
12	MCDONALDS CORP COM MCD	MCD	19,800	$6.1m2.63%	2.63%	Unchanged
13	BANK AMERICA CORP COM BAC	BAC	107,198	$6.0m2.59%	2.59%	Unchanged
14	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	22,400	$6.0m2.58%	2.58%	Unchanged
15	ABBVIE INC COM ABBV	ABBV	24,600	$5.4m2.34%	2.34%	Unchanged
16	INTUIT COM INTU	INTU	7,900	$5.1m2.21%	2.21%	Added +50	+50 0.6%
17	CHUBB LIMITED COM CB	CB	16,165	$5.0m2.14%	2.14%	Unchanged
18	JPMORGAN CHASE & CO COM JPM	JPM	14,751	$4.9m2.10%	2.10%	Unchanged
19	STRYKER CORPORATION COM SYK	SYK	11,645	$4.3m1.85%	1.85%	Unchanged
20	ABBOTT LABS COM ABT	ABT	32,800	$4.1m1.78%	1.78%	Unchanged
21	QUALCOMM INC COM QCOM	QCOM	21,500	$3.8m1.65%	1.65%	Added +300	+300 1.4%
22	ANALOG DEVICES INC COM ADI	ADI	11,944	$3.6m1.55%	1.55%	Unchanged
23	PROCTER AND GAMBLE CO COM PG	PG	25,274	$3.6m1.55%	1.55%	Unchanged
24	PEPSICO INC COM PEP	PEP	22,900	$3.2m1.38%	1.38%	Unchanged
25	LOCKHEED MARTIN CORP COM LMT	LMT	5,260	$2.9m1.23%	1.23%	Unchanged
26	PARKER-HANNIFIN CORP COM PH	PH	3,100	$2.9m1.23%	1.23%	Unchanged
27	DANAHER CORPORATION COM DHR	DHR	8,850	$2.1m0.91%	0.91%	Unchanged
28	CHURCH & DWIGHT CO INC COM CHD	CHD	23,140	$2.0m0.86%	0.86%	Unchanged
29	ORACLE CORP COM ORCL	ORCL	9,800	$1.9m0.84%	0.84%	Unchanged
30	NOVARTIS AG SPONSORED ADR NVS	NVS	12,800	$1.8m0.78%	0.78%	Unchanged
31	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	2,715	$1.7m0.73%	0.73%	Unchanged
32	PACCAR INC COM PCAR	PCAR	13,330	$1.6m0.68%	0.68%	Unchanged
33	AMERICAN TOWER CORP NEW COM AMT	AMT	8,710	$1.5m0.63%	0.63%	Reduced -500	-500 -5.4%
34	CORNING INC COM GLW	GLW	17,000	$1.4m0.63%	0.63%	Unchanged
35	BOOKING HOLDINGS INC COM BKNG	BKNG	250	$1.4m0.59%	0.59%	Unchanged
36	COLGATE PALMOLIVE CO COM CL	CL	16,200	$1.3m0.57%	0.57%	Unchanged
37	AMGEN INC COM AMGN	AMGN	4,000	$1.3m0.56%	0.56%	Unchanged
38	UNION PAC CORP COM UNP	UNP	5,625	$1.3m0.56%	0.56%	Unchanged
39	GE AEROSPACE COM NEW GE	GE	3,936	$1.3m0.55%	0.55%	Unchanged
40	PFIZER INC COM PFE	PFE	49,103	$1.3m0.54%	0.54%	Unchanged
41	EOG RES INC COM EOG	EOG	11,750	$1.2m0.53%	0.53%	Unchanged
42	PPG INDS INC COM PPG	PPG	10,872	$1.2m0.50%	0.50%	Unchanged
43	NVIDIA CORPORATION COM NVDA	NVDA	6,000	$1.1m0.48%	0.48%	Unchanged
44	AMAZON COM INC COM AMZN	AMZN	4,440	$1.1m0.47%	0.47%	Unchanged
45	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	3,584	$1.1m0.47%	0.47%	Unchanged
46	LINCOLN NATL CORP IND COM LNC	LNC	23,990	$1.1m0.45%	0.45%	Unchanged
47	WELLS FARGO CO NEW COM WFC	WFC	10,519	$1.0m0.44%	0.44%	Unchanged
48	APPLIED MATLS INC COM AMAT	AMAT	3,000	$903.5k0.39%	0.39%	Unchanged
49	GRAINGER W W INC COM GWW	GWW	800	$823.9k0.36%	0.36%	Unchanged
50	ADOBE INC COM ADBE	ADBE	2,350	$784.8k0.34%	0.34%	Added +50	+50 2.2%
51	UNILEVER PLC SPON ADR NEW SPON ADR NEW		11,555	$741.8k0.32%	0.32%	Reduced -1.4k	-1,445 -11.1%
52	META PLATFORMS INC CL A META	META	1,000	$653.1k0.28%	0.28%	Unchanged
53	CHEVRON CORP NEW COM CVX	CVX	4,000	$648.4k0.28%	0.28%	Unchanged
54	APPLOVIN CORP COM CL A APP	APP	1,000	$647.7k0.28%	0.28%	Unchanged
55	COSTCO WHOLESALE CORP COM COM COM		700	$647.4k0.28%	0.28%	Unchanged
56	PAYCOM SOFTWARE INC COM PAYC	PAYC	4,000	$628.7k0.27%	0.27%	Unchanged
57	PHILIP MORRIS INTL INC COM PM	PM	3,820	$621.2k0.27%	0.27%	Unchanged
58	AMERICAN EXPRESS CO COM AXP	AXP	1,525	$572.8k0.25%	0.25%	Unchanged
59	EMERSON ELEC CO COM EMR	EMR	3,800	$548.0k0.24%	0.24%	Unchanged
60	NESTLE S A SPONSORED ADR COM COM		5,800	$545.9k0.24%	0.24%	Unchanged
61	CMS ENERGY CORP COM CMS	CMS	7,800	$545.9k0.24%	0.24%	Unchanged
62	JARDINE MATHESON HOLDINGS LTD ADR COM JARLF	JARLF	6,960	$520.1k0.22%	0.22%	Unchanged
63	GE VERNOVA INC COM GEV	GEV	796	$495.5k0.21%	0.21%	Unchanged
64	VERIZON COMMUNICATIONS INC COM VZ	VZ	11,897	$481.4k0.21%	0.21%	Reduced -1.3k	-1,300 -9.8%
65	COMCAST CORP NEW CL A CMCSA	CMCSA	16,772	$475.8k0.21%	0.21%	Unchanged
66	MSCI INC COM MSCI	MSCI	810	$470.7k0.20%	0.20%	Unchanged
67	HOME DEPOT INC COM HD	HD	1,225	$458.9k0.20%	0.20%	Unchanged
68	BLACKROCK INC COM BLK	BLK	400	$434.0k0.19%	0.19%	Unchanged
69	LAUDER ESTEE COS INC CL A EL	EL	3,500	$398.1k0.17%	0.17%	Unchanged
70	NXP SEMICONDUCTORS N V COM NXPI	NXPI	1,650	$397.9k0.17%	0.17%	Unchanged
71	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	300	$382.2k0.17%	0.17%	Unchanged
72	S&P GLOBAL INC COM SPGI	SPGI	700	$379.4k0.16%	0.16%	Unchanged
73	APTARGROUP INC COM ATR	ATR	3,000	$371.6k0.16%	0.16%	Unchanged
74	LINDE PLC SHS 99952EUR	99952EUR	800	$355.3k0.15%	0.15%	Unchanged
75	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	2,000	$332.0k0.14%	0.14%	Unchanged
76	ROPER TECHNOLOGIES INC COM ROP	ROP	750	$326.1k0.14%	0.14%	Unchanged
77	SHERWIN WILLIAMS CO COM SHW	SHW	900	$318.0k0.14%	0.14%	Unchanged
78	SYSCO CORP COM SYY	SYY	4,000	$297.1k0.13%	0.13%	Unchanged
79	FISERV INC COM FISV	FISV	3,750	$261.9k0.11%	0.11%	Unchanged
80	Heineken Holding COM HKHHF	HKHHF	3,480	$255.0k0.11%	0.11%	Unchanged
81	AFLAC INC COM AFL	AFL	2,200	$240.3k0.10%	0.10%	Unchanged
82	TEXAS INSTRS INC COM TXN	TXN	1,250	$237.9k0.10%	0.10%	Unchanged
83	WATSCO INC COM WSO	WSO	600	$225.3k0.10%	0.10%	Unchanged
84	3M CO COM MMM	MMM	1,360	$224.7k0.10%	0.10%	Unchanged
85	ECOLAB INC COM ECL	ECL	800	$217.4k0.09%	0.09%	Unchanged
86	FAIRFAX FINANCIAL HOLDINGS COM FRFHF	FRFHF	100	$187.5k0.08%	0.08%	Unchanged
87	CISCO SYSTEMS INC COM COM COM		2,400	$177.3k0.08%	0.08%	Unchanged
88	WEX INC COM WEX	WEX	1,000	$161.9k0.07%	0.07%	Unchanged
89	AT&T INC COM T	T	6,701	$160.8k0.07%	0.07%	Unchanged
90	CONOCOPHILLIPS COM COP	COP	1,500	$146.3k0.06%	0.06%	Unchanged
91	SHELL PLC SPON ADS SHEL	SHEL	2,000	$141.7k0.06%	0.06%	Unchanged
92	ZIMMER BIOMET HOLDINGS INC COM ZBH	ZBH	1,500	$139.3k0.06%	0.06%	Unchanged
93	CONSTELLATION ENERGY CORP COM CEG	CEG	400	$137.0k0.06%	0.06%	Unchanged
94	FAIRFAX INDIA HLDGS CORP COM S COM FFXDF	FFXDF	7,000	$124.0k0.05%	0.05%	Unchanged
95	BHP GROUP LTD SPONSORED ADS BHP	BHP	2,000	$123.4k0.05%	0.05%	Unchanged
96	AIR PRODS & CHEMS INC COM APD	APD	450	$118.7k0.05%	0.05%	Unchanged
97	AEGON LTD AMER REG 1 CERT AEG	AEG	14,695	$112.1k0.05%	0.05%	Unchanged
98	BROWN FORMAN CORP CL A BF.A	BF.A	4,160	$108.7k0.05%	0.05%	Unchanged
99	HDFC BANK LTD SPONSORED ADS HDB	HDB	3,100	$102.6k0.04%	0.04%	Unchanged
100	ILLINOIS TOOL WKS INC COM ITW	ITW	400	$102.0k0.04%	0.04%	Unchanged