Boit C F David

BOSTON, MA · CIK 1308331 · 13F filing filed 2026-07-30

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.

$237.6m reported value +5.5% vs Q1 2026

85positions

47.9%in top 10

1 new 6 added 6 reduced 33 sold out vs Q1 2026

Holdings, Q2 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	31,128	$15.6m6.56%	6.56%	Reduced -500	-500 -1.6%
2	CATERPILLAR INC COM CAT	CAT	14,200	$15.1m6.36%	6.36%	Reduced -2.3k	-2,300 -13.9%
3	ALPHABET INC CAP STK CL A GOOGL	GOOGL	38,322	$13.7m5.78%	5.78%	Unchanged
4	MICROSOFT CORP COM MSFT	MSFT	32,604	$12.2m5.12%	5.12%	Unchanged
5	EXXON MOBIL CORP COM XOM	XOM	84,053	$11.5m4.82%	4.82%	Unchanged
6	BROADCOM INC COM AVGO	AVGO	26,350	$10.0m4.19%	4.19%	Reduced -1.4k	-1,400 -5.0%
7	VISA INC COM CL A V	V	26,630	$9.1m3.85%	3.85%	Unchanged
8	MERCK & CO INC COM MRK	MRK	70,283	$9.0m3.80%	3.80%	Unchanged
9	JOHNSON & JOHNSON COM JNJ	JNJ	35,500	$9.0m3.79%	3.79%	Unchanged
10	APPLE INC COM AAPL	AAPL	30,002	$8.7m3.65%	3.65%	Unchanged
11	ABBVIE INC COM ABBV	ABBV	24,600	$6.2m2.61%	2.61%	Unchanged
12	BANK AMERICA CORP COM BAC	BAC	107,198	$6.1m2.57%	2.57%	Unchanged
13	MASTERCARD INCORPORATED CL A MA	MA	11,140	$5.7m2.41%	2.41%	Unchanged
14	CHUBB LIMITED COM CB	CB	16,165	$5.5m2.32%	2.32%	Unchanged
15	MCDONALDS CORP COM MCD	MCD	19,800	$5.4m2.25%	2.25%	Unchanged
16	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	23,775	$5.3m2.24%	2.24%	Added +1.4k	+1,375 6.1%
17	JPMORGAN CHASE & CO COM JPM	JPM	14,551	$4.8m2.00%	2.00%	Unchanged
18	ANALOG DEVICES INC COM ADI	ADI	11,944	$4.7m2.00%	2.00%	Unchanged
19	CORNING INC COM GLW	GLW	16,900	$4.3m1.82%	1.82%	Reduced -100	-100 -0.6%
20	STRYKER CORPORATION COM SYK	SYK	13,045	$4.1m1.73%	1.73%	Added +1.4k	+1,400 12.0%
21	QUALCOMM INC COM QCOM	QCOM	21,500	$4.0m1.67%	1.67%	Unchanged
22	PROCTER AND GAMBLE CO COM PG	PG	25,274	$3.7m1.56%	1.56%	Unchanged
23	PEPSICO INC COM PEP	PEP	22,900	$3.1m1.30%	1.30%	Unchanged
24	PARKER-HANNIFIN CORP COM PH	PH	3,100	$3.0m1.28%	1.28%	Unchanged
25	ABBOTT LABS COM ABT	ABT	32,800	$3.0m1.25%	1.25%	Unchanged
26	INTUIT COM INTU	INTU	11,350	$3.0m1.25%	1.25%	Added +2.2k	+2,250 24.7%
27	LOCKHEED MARTIN CORP COM LMT	LMT	5,260	$2.7m1.13%	1.13%	Unchanged
28	BOOKING HOLDINGS INC COM BKNG	BKNG	12,250	$2.2m0.92%	0.92%	Added +6.0k	+6,000 96.0%
29	APPLIED MATLS INC COM AMAT	AMAT	3,000	$2.2m0.91%	0.91%	Unchanged
30	NOVARTIS AG SPONSORED ADR NVS	NVS	12,800	$2.0m0.84%	0.84%	Unchanged
31	CHURCH & DWIGHT CO INC COM CHD	CHD	18,140	$1.8m0.74%	0.74%	Unchanged
32	DANAHER CORPORATION COM DHR	DHR	8,850	$1.7m0.71%	0.71%	Unchanged
33	PACCAR INC COM PCAR	PCAR	13,330	$1.6m0.67%	0.67%	Unchanged
34	UNION PAC CORP COM UNP	UNP	5,625	$1.5m0.64%	0.64%	Unchanged
35	EOG RES INC COM EOG	EOG	11,750	$1.5m0.64%	0.64%	Unchanged
36	COLGATE PALMOLIVE CO COM CL	CL	16,200	$1.5m0.63%	0.63%	Unchanged
37	GE AEROSPACE COM NEW GE	GE	3,936	$1.5m0.62%	0.62%	Unchanged
38	LINDE PLC SHS 99952EUR	99952EUR	2,800	$1.5m0.61%	0.61%	Unchanged
39	AMGEN INC COM AMGN	AMGN	4,000	$1.4m0.61%	0.61%	Unchanged
40	ORACLE CORP COM ORCL	ORCL	9,800	$1.4m0.60%	0.60%	Unchanged
41	AMERICAN TOWER CORP NEW COM AMT	AMT	8,710	$1.4m0.60%	0.60%	Unchanged
42	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	2,715	$1.4m0.57%	0.57%	Unchanged
43	PPG INDS INC COM PPG	PPG	10,872	$1.3m0.55%	0.55%	Unchanged
44	NVIDIA CORPORATION COM NVDA	NVDA	6,000	$1.2m0.51%	0.51%	Unchanged
45	PFIZER INC COM PFE	PFE	49,103	$1.2m0.50%	0.50%	Unchanged
46	AMAZON COM INC COM AMZN	AMZN	4,640	$1.1m0.47%	0.47%	Unchanged
47	GRAINGER W W INC COM GWW	GWW	800	$1.1m0.46%	0.46%	Unchanged
48	CARLISLE COS INC COM CSL	CSL	2,800	$1.0m0.43%	0.43%	Unchanged
49	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	3,584	$1.0m0.42%	0.42%	Unchanged
50	S&P GLOBAL INC COM SPGI	SPGI	2,350	$957.1k0.40%	0.40%	Added +300	+300 14.6%
51	WELLS FARGO CO NEW COM WFC	WFC	9,660	$798.3k0.34%	0.34%	Unchanged
52	PHILIP MORRIS INTL INC COM PM	PM	4,020	$727.3k0.31%	0.31%	Unchanged
53	LINCOLN NATL CORP IND COM LNC	LNC	19,990	$706.6k0.30%	0.30%	Unchanged
54	UNILEVER PLC SPON ADR NEW SPON ADR NEW		11,555	$694.7k0.29%	0.29%	Unchanged
55	CHEVRON CORP NEW COM CVX	CVX	4,000	$663.0k0.28%	0.28%	Unchanged
56	COSTCO WHOLESALE CORP COM COM COM		700	$654.8k0.28%	0.28%	Unchanged
57	NESTLE S A SPONSORED ADR COM COM		5,800	$597.4k0.25%	0.25%	Unchanged
58	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	300	$596.8k0.25%	0.25%	Unchanged
59	CMS ENERGY CORP COM CMS	CMS	7,800	$596.7k0.25%	0.25%	Unchanged
60	META PLATFORMS INC CL A META	META	1,000	$563.3k0.24%	0.24%	Unchanged
61	EMERSON ELEC CO COM EMR	EMR	3,800	$544.0k0.23%	0.23%	Unchanged
62	AMERICAN EXPRESS CO COM AXP	AXP	1,525	$515.8k0.22%	0.22%	Unchanged
63	APPLOVIN CORP COM CL A APP	APP	1,000	$515.2k0.22%	0.22%	Unchanged
64	VERIZON COMMUNICATIONS INC COM VZ	VZ	11,897	$503.7k0.21%	0.21%	Unchanged
65	PAYCOM SOFTWARE INC COM PAYC	PAYC	4,000	$502.7k0.21%	0.21%	Unchanged
66	GE VERNOVA INC COM GEV	GEV	421	$494.6k0.21%	0.21%	Unchanged
67	NXP SEMICONDUCTORS N V COM NXPI	NXPI	1,650	$463.7k0.20%	0.20%	Unchanged
68	MSCI INC COM MSCI	MSCI	810	$453.6k0.19%	0.19%	Unchanged
69	HOME DEPOT INC COM HD	HD	1,225	$432.0k0.18%	0.18%	Unchanged
70	SYSCO CORP COM SYY	SYY	5,000	$417.9k0.18%	0.18%	Added +1.0k	+1,000 25.0%
71	BLACKROCK INC COM BLK	BLK	400	$384.6k0.16%	0.16%	Unchanged
72	APTARGROUP INC COM ATR	ATR	3,000	$375.6k0.16%	0.16%	Unchanged
73	TEXAS INSTRS INC COM TXN	TXN	1,250	$372.6k0.16%	0.16%	Unchanged
74	ADOBE INC COM ADBE	ADBE	1,750	$358.8k0.15%	0.15%	Reduced -1.2k	-1,200 -40.7%
75	MOOG INC CL A MOG.A	MOG.A	800	$339.1k0.14%	0.14%	New
76	SHERWIN WILLIAMS CO COM SHW	SHW	900	$309.9k0.13%	0.13%	Unchanged
77	CISCO SYSTEMS INC COM COM COM		2,400	$281.9k0.12%	0.12%	Unchanged
78	JARDINE MATHESON HOLDINGS LTD ADR COM JARLF	JARLF	4,500	$276.8k0.12%	0.12%	Reduced -2.5k	-2,460 -35.3%
79	Heineken Holding COM HKHHF	HKHHF	3,480	$265.2k0.11%	0.11%	Unchanged
80	AFLAC INC COM AFL	AFL	2,200	$257.9k0.11%	0.11%	Unchanged
81	ROPER TECHNOLOGIES INC COM ROP	ROP	750	$253.8k0.11%	0.11%	Unchanged
82	WATSCO INC COM WSO	WSO	600	$250.0k0.11%	0.11%	Unchanged
83	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	2,000	$246.2k0.10%	0.10%	Unchanged
84	ECOLAB INC COM ECL	ECL	800	$222.9k0.09%	0.09%	Unchanged
85	AEGON LTD AMER REG 1 CERT AEG	AEG	14,695	$124.0k0.05%	0.05%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
COMCAST CORP NEW CMCSA	CMCSA	16,772	$481.5k16.8k shares
LAUDER ESTEE COS INC EL	EL	3,500	$251.2k3.5k shares
FISERV INC FISV	FISV	3,750	$209.2k3.8k shares
CONOCOPHILLIPS COP	COP	1,500	$198.0k1.5k shares
AT&T INC T	T	6,701	$194.3k6.7k shares
SHELL PLC SHEL	SHEL	2,000	$186.0k2.0k shares
FAIRFAX FINANCIAL HOLDINGS FRFHF	FRFHF	100	$170.2k100 shares
BHP GROUP LTD BHP	BHP	2,000	$145.5k2.0k shares
ZIMMER BIOMET HOLDINGS INC ZBH	ZBH	1,500	$135.6k1.5k shares
AIR PRODS & CHEMS INC APD	APD	450	$130.7k450 shares
FAIRFAX INDIA HLDGS CORP COM S FFXDF	FFXDF	7,000	$112.3k7.0k shares
CONSTELLATION ENERGY CORP CEG	CEG	400	$111.7k400 shares
NEXTERA ENERGY INC NEE	NEE	1,200	$111.5k1.2k shares
BROWN FORMAN CORP BF.A	BF.A	4,160	$111.4k4.2k shares
ILLINOIS TOOL WKS INC ITW	ITW	400	$104.1k400 shares
SCHLUMBERGER LTD SLB	SLB	2,000	$102.8k2.0k shares
WEC ENERGY GROUP INC WEC	WEC	867	$100.4k867 shares
BROWN FORMAN CORP BF.B	BF.B	3,039	$80.4k3.0k shares
NIKE INC NKE	NKE	1,500	$79.2k1.5k shares
HDFC BANK LTD HDB	HDB	3,100	$77.1k3.1k shares
OREILLY AUTOMOTIVE INC ORLY	ORLY	750	$69.2k750 shares
ACCENTURE PLC IRELAND ACN	ACN	300	$59.5k300 shares
3M CO MMM	MMM	360	$52.3k360 shares
IAC INTERACTIVECORP IACI	IACI	1,000	$40.0k1.0k shares
DISNEY WALT CO DIS	DIS	400	$38.6k400 shares