Boit C F David

Est. AUM

$225.1M

13F long equity, this entity only

Positions

117

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BERKSHIRE HATHAWAY INC CL B (NEW)	COM CL B	$15.2M	31628	6.73%	SOLE
2	EXXON MOBIL CORP COM	COM	$14.3M	84053	6.33%	SOLE
3	MICROSOFT CORP COM	COM	$12.1M	32604	5.36%	SOLE
4	CATERPILLAR INC COM	COM	$11.7M	16500	5.19%	SOLE
5	ALPHABET INC CL A	COM CL A	$11.0M	38322	4.90%	SOLE
6	VISA INC CL A	COM CL A	$9.3M	26630	4.14%	SOLE
7	JOHNSON & JOHNSON COM	COM	$8.7M	35500	3.86%	SOLE
8	BROADCOM INC COM	COM	$8.6M	27750	3.82%	SOLE
9	MERCK & CO INC (NEW)	COM	$8.5M	70283	3.76%	SOLE
10	APPLE INC COM	COM	$7.6M	30002	3.38%	SOLE
11	MCDONALD'S CORP COM	COM	$6.2M	19800	2.73%	SOLE
12	MASTERCARD INC CL A	COM CL A	$5.6M	11140	2.47%	SOLE
13	ABBVIE INC COM	COM	$5.3M	24600	2.38%	SOLE
14	CHUBB LIMITED	COM	$5.3M	16165	2.34%	SOLE
15	BANK OF AMERICA CORP COM	COM	$5.2M	107198	2.32%	SOLE
16	AUTOMATIC DATA PROCESSING INC COM	COM	$4.6M	22400	2.02%	SOLE
17	JPMORGAN CHASE & CO COM	COM	$4.3M	14551	1.90%	SOLE
18	INTUIT INC COM	COM	$3.9M	9100	1.75%	SOLE
19	STRYKER CORP COM	COM	$3.8M	11645	1.70%	SOLE
20	QUALCOMM INC COM	COM	$3.8M	21500	1.70%	SOLE
21	ANALOG DEVICES INC COM	COM	$3.8M	11944	1.69%	SOLE
22	PROCTER & GAMBLE CO COM	COM	$3.7M	25274	1.62%	SOLE
23	ABBOTT LABORATORIES COM	COM	$3.4M	32800	1.50%	SOLE
24	PEPSICO INC COM	COM	$3.2M	22900	1.42%	SOLE
25	LOCKHEED MARTIN CORP COM	COM	$3.2M	5260	1.41%	SOLE
26	PARKER-HANNIFIN CORP COM	COM	$2.8M	3100	1.23%	SOLE
27	CORNING INC COM	COM	$2.3M	17000	1.03%	SOLE
28	NOVARTIS AG SPONSORED ADR	ADR	$2.0M	12800	0.87%	SOLE
29	EOG RESOURCES INC COM	COM	$1.7M	11750	0.75%	SOLE
30	CHURCH & DWIGHT INC COM	COM	$1.7M	18140	0.75%	SOLE
31	DANAHER CORP COM	COM	$1.7M	8850	0.75%	SOLE
32	PACCAR INC COM	COM	$1.5M	13330	0.68%	SOLE
33	AMERICAN TOWER CORP CL A (REIT)	COM CL A	$1.5M	8710	0.67%	SOLE
34	ORACLE CORP COM	COM	$1.4M	9800	0.64%	SOLE
35	AMGEN INC COM	COM	$1.4M	4000	0.63%	SOLE
36	LINDE PLC	COM	$1.4M	2800	0.62%	SOLE
37	COLGATE-PALMOLIVE CO COM	COM	$1.4M	16200	0.61%	SOLE
38	PFIZER INC COM	COM	$1.4M	49103	0.61%	SOLE
39	UNION PACIFIC CORP COM	COM	$1.4M	5625	0.61%	SOLE
40	THERMO FISHER SCIENTIFIC INC COM	COM	$1.3M	2715	0.59%	SOLE
41	PPG INDUSTRIES INC COM	COM	$1.2M	10872	0.52%	SOLE
42	GE AEROSPACE COM	COM	$1.1M	3936	0.50%	SOLE
43	BOOKING HOLDINGS INC	COM	$1.1M	250	0.47%	SOLE
44	NVIDIA CORP COM	COM	$1.0M	6000	0.46%	SOLE
45	APPLIED MATERIALS INC COM	COM	$1.0M	3000	0.46%	SOLE
46	AMAZON.COM INC COM	COM	$966K	4640	0.43%	SOLE
47	CARLISLE COMPANIES	COM	$934K	2800	0.41%	SOLE
48	GRAINGER (W.W.) INC COM	COM	$873K	800	0.39%	SOLE
49	S&P GLOBAL INC COM	COM	$872K	2050	0.39%	SOLE
50	INTERNATIONAL BUSINESS MACHINES COM	COM	$869K	3584	0.39%	SOLE

1–50 of 117

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.