Boit C F David

BOSTON, MA · CIK 1308331 · 13F filing filed 2026-04-09

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.

$225.3m reported value -2.6% vs Q4 2025

117positions

47.4%in top 10

1 new 7 added 9 reduced 3 sold out vs Q4 2025

Holdings, Q1 2026

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	$15.2m6.73%	6.73%	Unchanged
2	EXXON MOBIL CORP COM XOM	XOM	84,053	$14.3m6.33%	6.33%	Unchanged
3	MICROSOFT CORP COM MSFT	MSFT	32,604	$12.1m5.36%	5.36%	Added +800	+800 2.5%
4	CATERPILLAR INC COM CAT	CAT	16,500	$11.7m5.19%	5.19%	Reduced -2.3k	-2,300 -12.2%
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	38,322	$11.0m4.89%	4.89%	Unchanged
6	VISA INC COM CL A V	V	26,630	$9.3m4.13%	4.13%	Unchanged
7	JOHNSON & JOHNSON COM JNJ	JNJ	35,500	$8.7m3.85%	3.85%	Reduced -2.0k	-2,000 -5.3%
8	BROADCOM INC COM AVGO	AVGO	27,750	$8.6m3.81%	3.81%	Unchanged
9	MERCK & CO INC COM MRK	MRK	70,283	$8.5m3.75%	3.75%	Unchanged
10	APPLE INC COM AAPL	AAPL	30,002	$7.6m3.38%	3.38%	Unchanged
11	MCDONALDS CORP COM MCD	MCD	19,800	$6.2m2.73%	2.73%	Unchanged
12	MASTERCARD INCORPORATED CL A MA	MA	11,140	$5.6m2.47%	2.47%	Unchanged
13	ABBVIE INC COM ABBV	ABBV	24,600	$5.4m2.37%	2.37%	Unchanged
14	CHUBB LIMITED COM CB	CB	16,165	$5.3m2.34%	2.34%	Unchanged
15	BANK AMERICA CORP COM BAC	BAC	107,198	$5.2m2.32%	2.32%	Unchanged
16	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	22,400	$4.6m2.02%	2.02%	Unchanged
17	JPMORGAN CHASE & CO COM JPM	JPM	14,551	$4.3m1.90%	1.90%	Reduced -200	-200 -1.4%
18	INTUIT COM INTU	INTU	9,100	$3.9m1.75%	1.75%	Added +1.2k	+1,200 15.2%
19	STRYKER CORPORATION COM SYK	SYK	11,645	$3.8m1.70%	1.70%	Unchanged
20	QUALCOMM INC COM QCOM	QCOM	21,500	$3.8m1.70%	1.70%	Unchanged
21	ANALOG DEVICES INC COM ADI	ADI	11,944	$3.8m1.69%	1.69%	Unchanged
22	PROCTER AND GAMBLE CO COM PG	PG	25,274	$3.7m1.62%	1.62%	Unchanged
23	ABBOTT LABS COM ABT	ABT	32,800	$3.4m1.49%	1.49%	Unchanged
24	PEPSICO INC COM PEP	PEP	22,900	$3.2m1.42%	1.42%	Unchanged
25	LOCKHEED MARTIN CORP COM LMT	LMT	5,260	$3.2m1.41%	1.41%	Unchanged
26	PARKER-HANNIFIN CORP COM PH	PH	3,100	$2.8m1.23%	1.23%	Unchanged
27	CORNING INC COM GLW	GLW	17,000	$2.3m1.03%	1.03%	Unchanged
28	NOVARTIS AG SPONSORED ADR NVS	NVS	12,800	$2.0m0.87%	0.87%	Unchanged
29	EOG RES INC COM EOG	EOG	11,750	$1.7m0.75%	0.75%	Unchanged
30	CHURCH & DWIGHT CO INC COM CHD	CHD	18,140	$1.7m0.75%	0.75%	Reduced -5.0k	-5,000 -21.6%
31	DANAHER CORPORATION COM DHR	DHR	8,850	$1.7m0.74%	0.74%	Unchanged
32	PACCAR INC COM PCAR	PCAR	13,330	$1.5m0.68%	0.68%	Unchanged
33	AMERICAN TOWER CORP NEW COM AMT	AMT	8,710	$1.5m0.67%	0.67%	Unchanged
34	ORACLE CORP COM ORCL	ORCL	9,800	$1.4m0.64%	0.64%	Unchanged
35	AMGEN INC COM AMGN	AMGN	4,000	$1.4m0.62%	0.62%	Unchanged
36	LINDE PLC SHS 99952EUR	99952EUR	2,800	$1.4m0.62%	0.62%	Added +2.0k	+2,000 250.0%
37	COLGATE PALMOLIVE CO COM CL	CL	16,200	$1.4m0.61%	0.61%	Unchanged
38	PFIZER INC COM PFE	PFE	49,103	$1.4m0.61%	0.61%	Unchanged
39	UNION PAC CORP COM UNP	UNP	5,625	$1.4m0.61%	0.61%	Unchanged
40	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	2,715	$1.3m0.59%	0.59%	Unchanged
41	PPG INDS INC COM PPG	PPG	10,872	$1.2m0.52%	0.52%	Unchanged
42	GE AEROSPACE COM NEW GE	GE	3,936	$1.1m0.50%	0.50%	Unchanged
43	BOOKING HOLDINGS INC COM BKNG	BKNG	250	$1.1m0.47%	0.47%	Unchanged
44	NVIDIA CORPORATION COM NVDA	NVDA	6,000	$1.0m0.46%	0.46%	Unchanged
45	APPLIED MATLS INC COM AMAT	AMAT	3,000	$1.0m0.46%	0.46%	Unchanged
46	AMAZON COM INC COM AMZN	AMZN	4,640	$966.4k0.43%	0.43%	Added +200	+200 4.5%
47	CARLISLE COS INC COM CSL	CSL	2,800	$934.1k0.41%	0.41%	New
48	GRAINGER W W INC COM GWW	GWW	800	$872.6k0.39%	0.39%	Unchanged
49	S&P GLOBAL INC COM SPGI	SPGI	2,050	$871.9k0.39%	0.39%	Added +1.4k	+1,350 192.9%
50	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	3,584	$868.7k0.39%	0.39%	Unchanged
51	CHEVRON CORP NEW COM CVX	CVX	4,000	$827.6k0.37%	0.37%	Unchanged
52	WELLS FARGO CO NEW COM WFC	WFC	9,660	$769.0k0.34%	0.34%	Reduced -859	-859 -8.2%
53	ADOBE INC COM ADBE	ADBE	2,950	$717.1k0.32%	0.32%	Added +600	+600 25.5%
54	LINCOLN NATL CORP IND COM LNC	LNC	19,990	$709.6k0.31%	0.31%	Reduced -4.0k	-4,000 -16.7%
55	COSTCO WHOLESALE CORP COM COM COM		700	$697.5k0.31%	0.31%	Unchanged
56	PHILIP MORRIS INTL INC COM PM	PM	4,020	$664.7k0.29%	0.29%	Added +200	+200 5.2%
57	UNILEVER PLC SPON ADR NEW SPON ADR NEW		11,555	$658.3k0.29%	0.29%	Unchanged
58	CMS ENERGY CORP COM CMS	CMS	7,800	$605.1k0.27%	0.27%	Unchanged
59	VERIZON COMMUNICATIONS INC COM VZ	VZ	11,897	$597.2k0.27%	0.27%	Unchanged
60	META PLATFORMS INC CL A META	META	1,000	$572.1k0.25%	0.25%	Unchanged
61	NESTLE S A SPONSORED ADR COM COM		5,800	$566.0k0.25%	0.25%	Unchanged
62	EMERSON ELEC CO COM EMR	EMR	3,800	$497.9k0.22%	0.22%	Unchanged
63	JARDINE MATHESON HOLDINGS LTD ADR COM JARLF	JARLF	6,960	$495.2k0.22%	0.22%	Unchanged
64	PAYCOM SOFTWARE INC COM PAYC	PAYC	4,000	$486.2k0.22%	0.22%	Unchanged
65	COMCAST CORP NEW CL A CMCSA	CMCSA	16,772	$481.5k0.21%	0.21%	Unchanged
66	AMERICAN EXPRESS CO COM AXP	AXP	1,525	$461.3k0.20%	0.20%	Unchanged
67	MSCI INC COM MSCI	MSCI	810	$436.6k0.19%	0.19%	Unchanged
68	HOME DEPOT INC COM HD	HD	1,225	$402.9k0.18%	0.18%	Unchanged
69	APPLOVIN CORP COM CL A APP	APP	1,000	$398.0k0.18%	0.18%	Unchanged
70	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	300	$396.2k0.18%	0.18%	Unchanged
71	BLACKROCK INC COM BLK	BLK	400	$384.7k0.17%	0.17%	Unchanged
72	APTARGROUP INC COM ATR	ATR	3,000	$378.1k0.17%	0.17%	Unchanged
73	GE VERNOVA INC COM GEV	GEV	421	$367.5k0.16%	0.16%	Reduced -375	-375 -47.1%
74	NXP SEMICONDUCTORS N V COM NXPI	NXPI	1,650	$324.8k0.14%	0.14%	Unchanged
75	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	2,000	$314.6k0.14%	0.14%	Unchanged
76	SHERWIN WILLIAMS CO COM SHW	SHW	900	$288.5k0.13%	0.13%	Unchanged
77	SYSCO CORP COM SYY	SYY	4,000	$285.3k0.13%	0.13%	Unchanged
78	ROPER TECHNOLOGIES INC COM ROP	ROP	750	$265.4k0.12%	0.12%	Unchanged
79	LAUDER ESTEE COS INC CL A EL	EL	3,500	$251.2k0.11%	0.11%	Unchanged
80	Heineken Holding COM HKHHF	HKHHF	3,480	$245.9k0.11%	0.11%	Unchanged
81	TEXAS INSTRS INC COM TXN	TXN	1,250	$242.7k0.11%	0.11%	Unchanged
82	AFLAC INC COM AFL	AFL	2,200	$241.4k0.11%	0.11%	Unchanged
83	WATSCO INC COM WSO	WSO	600	$218.3k0.10%	0.10%	Unchanged
84	ECOLAB INC COM ECL	ECL	800	$212.8k0.09%	0.09%	Unchanged
85	FISERV INC COM FISV	FISV	3,750	$209.2k0.09%	0.09%	Unchanged
86	CONOCOPHILLIPS COM COP	COP	1,500	$198.0k0.09%	0.09%	Unchanged
87	AT&T INC COM T	T	6,701	$194.3k0.09%	0.09%	Unchanged
88	CISCO SYSTEMS INC COM COM COM		2,400	$186.2k0.08%	0.08%	Unchanged
89	SHELL PLC SPON ADS SHEL	SHEL	2,000	$186.0k0.08%	0.08%	Unchanged
90	FAIRFAX FINANCIAL HOLDINGS COM FRFHF	FRFHF	100	$170.2k0.08%	0.08%	Unchanged
91	BHP GROUP LTD SPONSORED ADS BHP	BHP	2,000	$145.5k0.06%	0.06%	Unchanged
92	ZIMMER BIOMET HOLDINGS INC COM ZBH	ZBH	1,500	$135.6k0.06%	0.06%	Unchanged
93	AIR PRODS & CHEMS INC COM APD	APD	450	$130.7k0.06%	0.06%	Unchanged
94	FAIRFAX INDIA HLDGS CORP COM S COM FFXDF	FFXDF	7,000	$112.3k0.05%	0.05%	Unchanged
95	CONSTELLATION ENERGY CORP COM CEG	CEG	400	$111.7k0.05%	0.05%	Unchanged
96	NEXTERA ENERGY INC COM NEE	NEE	1,200	$111.5k0.05%	0.05%	Unchanged
97	BROWN FORMAN CORP CL A BF.A	BF.A	4,160	$111.4k0.05%	0.05%	Unchanged
98	AEGON LTD AMER REG 1 CERT AEG	AEG	14,695	$106.7k0.05%	0.05%	Unchanged
99	ILLINOIS TOOL WKS INC COM ITW	ITW	400	$104.1k0.05%	0.05%	Unchanged
100	SCHLUMBERGER LTD COM STK SLB	SLB	2,000	$102.8k0.05%	0.05%	Unchanged

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
WEX INC WEX	WEX	1,000	$161.9k1.0k shares
ALIGN TECHNOLOGY INC ALGN	ALGN	500	$86.4k500 shares
MAGNUM ICE CREAM CO NV MICC	MICC	2,600	$39.7k2.6k shares