Boit C F David
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$225.3M
Q ending 2026-03-31
Prior quarter
$231.4M
Q ending 2025-12-31
Change
-2.6% QoQ · +13.1% YoY
Positions
117
reported holdings
Largest positions
Top 100 of 117 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Berkshire Hathaway Inc Cl B (New) | BRK/B | Shares | $15.2M | 32K |
| Exxon Mobil Corp Com | XOM | Shares | $14.3M | 84K |
| Microsoft Corp Com | MSFT | Shares | $12.1M | 33K |
| Caterpillar Inc Com | CAT | Shares | $11.7M | 17K |
| Alphabet Inc Cl A | GOOGL | Shares | $11.0M | 38K |
| Visa Inc Cl A | V | Shares | $9.3M | 27K |
| Johnson & Johnson Com | JNJ | Shares | $8.7M | 36K |
| Broadcom Inc Com | AVGO | Shares | $8.6M | 28K |
| Merck & Co Inc (New) | MRK | Shares | $8.5M | 70K |
| Apple Inc Com | AAPL | Shares | $7.6M | 30K |
| Mcdonald'S Corp Com | MCD | Shares | $6.2M | 20K |
| Mastercard Inc Cl A | MA | Shares | $5.6M | 11K |
| Abbvie Inc Com | ABBV | Shares | $5.4M | 25K |
| Chubb Limited | Shares | $5.3M | 16K | |
| Bank Of America Corp Com | BAC | Shares | $5.2M | 107K |
| Automatic Data Processing Inc Com | ADP | Shares | $4.6M | 22K |
| Jpmorgan Chase & Co Com | JPM | Shares | $4.3M | 15K |
| Intuit Inc Com | INTU | Shares | $3.9M | 9K |
| Stryker Corp Com | SYK | Shares | $3.8M | 12K |
| Qualcomm Inc Com | QCOM | Shares | $3.8M | 22K |
| Analog Devices Inc Com | ADI | Shares | $3.8M | 12K |
| Procter & Gamble Co Com | PG | Shares | $3.7M | 25K |
| Abbott Laboratories Com | ABT | Shares | $3.4M | 33K |
| Pepsico Inc Com | PEP | Shares | $3.2M | 23K |
| Lockheed Martin Corp Com | LMT | Shares | $3.2M | 5K |
| Parker-Hannifin Corp Com | PH | Shares | $2.8M | 3K |
| Corning Inc Com | GLW | Shares | $2.3M | 17K |
| Novartis Ag Sponsored Adr | NVS | Shares | $2.0M | 13K |
| Eog Resources Inc Com | EOG | Shares | $1.7M | 12K |
| Church & Dwight Inc Com | CHD | Shares | $1.7M | 18K |
| Danaher Corp Com | DHR | Shares | $1.7M | 9K |
| Paccar Inc Com | PCAR | Shares | $1.5M | 13K |
| American Tower Corp Cl A (Reit) | AMT | Shares | $1.5M | 9K |
| Oracle Corp Com | ORCL | Shares | $1.4M | 10K |
| Amgen Inc Com | AMGN | Shares | $1.4M | 4K |
| Linde Plc | Shares | $1.4M | 3K | |
| Colgate-Palmolive Co Com | CL | Shares | $1.4M | 16K |
| Pfizer Inc Com | PFE | Shares | $1.4M | 49K |
| Union Pacific Corp Com | UNP | Shares | $1.4M | 6K |
| Thermo Fisher Scientific Inc Com | TMO | Shares | $1.3M | 3K |
| Ppg Industries Inc Com | PPG | Shares | $1.2M | 11K |
| Ge Aerospace Com | GE | Shares | $1.1M | 4K |
| Booking Holdings Inc | BKNG | Shares | $1.1M | 250 |
| Nvidia Corp Com | NVDA | Shares | $1.0M | 6K |
| Applied Materials Inc Com | AMAT | Shares | $1.0M | 3K |
| Amazon.Com Inc Com | AMZN | Shares | $966K | 5K |
| Carlisle Companies | CSL | Shares | $934K | 3K |
| Grainger (W.W.) Inc Com | GWW | Shares | $873K | 800 |
| S&P Global Inc Com | SPGI | Shares | $872K | 2K |
| International Business Machines Co | IBM | Shares | $869K | 4K |
| Chevron Corp Com | CVX | Shares | $828K | 4K |
| Wells Fargo & Co Com | WFC | Shares | $769K | 10K |
| Adobe Inc | ADBE | Shares | $717K | 3K |
| Lincoln National Corp Com | LNC | Shares | $710K | 20K |
| Costco Wholesale Corp Com | Shares | $698K | 700 | |
| Philip Morris International Inc Co | PM | Shares | $665K | 4K |
| Unilever Plc Sponsored Adr (New) | Shares | $658K | 12K | |
| Cms Energy Corp Com | CMS | Shares | $605K | 8K |
| Verizon Communications Inc Com | VZ | Shares | $597K | 12K |
| Meta Platforms Inc | META | Shares | $572K | 1K |
| Nestle S A Sponsored Adr | Shares | $566K | 6K | |
| Emerson Electric Co Com | EMR | Shares | $498K | 4K |
| Jardine Matheson Holdings Ltd Adr | Shares | $495K | 7K | |
| Paycom Software Inc | PAYC | Shares | $486K | 4K |
| Comcast Corp Cl A (New) | CMCSA | Shares | $482K | 17K |
| American Express Co Com | AXP | Shares | $461K | 2K |
| Msci Inc Cl A | MSCI | Shares | $437K | 810 |
| Home Depot Inc Com | HD | Shares | $403K | 1K |
| Applovin Corp A | APP | Shares | $398K | 1K |
| Asml Holding N V Ny Reg Shs (New) | Shares | $396K | 300 | |
| Blackrock Inc Com | BLQAD | Shares | $385K | 400 |
| Aptargroup Inc Com | ATR | Shares | $378K | 3K |
| Ge Vernova Inc | GEV | Shares | $367K | 421 |
| Nxp Semiconductors Nv | Shares | $325K | 2K | |
| Intercontinental Exchange Inc Com | ICE | Shares | $315K | 2K |
| Sherwin Williams Co Com | SHW | Shares | $288K | 900 |
| Sysco Corp Com | SYY | Shares | $285K | 4K |
| Roper Industries Inc | ROP | Shares | $265K | 750 |
| Estee Lauder Cos Inc | EL | Shares | $251K | 4K |
| Heineken Holding Nv - A Ord | Shares | $246K | 3K | |
| Texas Instruments Inc Com | TXN | Shares | $243K | 1K |
| Aflac Inc Com | AFL | Shares | $241K | 2K |
| Watsco Inc Com | WSO | Shares | $218K | 600 |
| Ecolab Inc Com | ECL | Shares | $213K | 800 |
| Fiserv Inc Com | FISV | Shares | $209K | 4K |
| Conocophillips.Com | COP | Shares | $198K | 2K |
| At&T Inc Com | T | Shares | $194K | 7K |
| Cisco Systems Inc Com | Shares | $186K | 2K | |
| Shell Plc Adr | SHEL | Shares | $186K | 2K |
| Fairfax Financial Holdings Ltd | FRFHF | Shares | $170K | 100 |
| Bhp Group Ltd Adr | BHP | Shares | $145K | 2K |
| Zimmer Biomet Holdings Inc Com | ZBH | Shares | $136K | 2K |
| Air Products & Chemicals Inc Com | APD | Shares | $131K | 450 |
| Fairfax India Holdings Corp Ord | FFXDF | Shares | $112K | 7K |
| Constellation Energy Corp | CEG | Shares | $112K | 400 |
| Nextera Energy Inc Com | NEE | Shares | $111K | 1K |
| Brown-Forman Corp Cl A | BF/A | Shares | $111K | 4K |
| Aegon Ltd-Ny Reg Shr | AEG | Shares | $107K | 15K |
| Illinois Tool Works Inc Com | ITW | Shares | $104K | 400 |
| Schlumberger Ltd Nv Com | SLB | Shares | $103K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.