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.
HoldingTickerTypeValueShares
Berkshire Hathaway Inc Cl B (New)BRK/BShares$15.2M32K
Exxon Mobil Corp ComXOMShares$14.3M84K
Microsoft Corp ComMSFTShares$12.1M33K
Caterpillar Inc ComCATShares$11.7M17K
Alphabet Inc Cl AGOOGLShares$11.0M38K
Visa Inc Cl AVShares$9.3M27K
Johnson & Johnson ComJNJShares$8.7M36K
Broadcom Inc ComAVGOShares$8.6M28K
Merck & Co Inc (New)MRKShares$8.5M70K
Apple Inc ComAAPLShares$7.6M30K
Mcdonald'S Corp ComMCDShares$6.2M20K
Mastercard Inc Cl AMAShares$5.6M11K
Abbvie Inc ComABBVShares$5.4M25K
Chubb LimitedShares$5.3M16K
Bank Of America Corp ComBACShares$5.2M107K
Automatic Data Processing Inc ComADPShares$4.6M22K
Jpmorgan Chase & Co ComJPMShares$4.3M15K
Intuit Inc ComINTUShares$3.9M9K
Stryker Corp ComSYKShares$3.8M12K
Qualcomm Inc ComQCOMShares$3.8M22K
Analog Devices Inc ComADIShares$3.8M12K
Procter & Gamble Co ComPGShares$3.7M25K
Abbott Laboratories ComABTShares$3.4M33K
Pepsico Inc ComPEPShares$3.2M23K
Lockheed Martin Corp ComLMTShares$3.2M5K
Parker-Hannifin Corp ComPHShares$2.8M3K
Corning Inc ComGLWShares$2.3M17K
Novartis Ag Sponsored AdrNVSShares$2.0M13K
Eog Resources Inc ComEOGShares$1.7M12K
Church & Dwight Inc ComCHDShares$1.7M18K
Danaher Corp ComDHRShares$1.7M9K
Paccar Inc ComPCARShares$1.5M13K
American Tower Corp Cl A (Reit)AMTShares$1.5M9K
Oracle Corp ComORCLShares$1.4M10K
Amgen Inc ComAMGNShares$1.4M4K
Linde PlcShares$1.4M3K
Colgate-Palmolive Co ComCLShares$1.4M16K
Pfizer Inc ComPFEShares$1.4M49K
Union Pacific Corp ComUNPShares$1.4M6K
Thermo Fisher Scientific Inc ComTMOShares$1.3M3K
Ppg Industries Inc ComPPGShares$1.2M11K
Ge Aerospace ComGEShares$1.1M4K
Booking Holdings IncBKNGShares$1.1M250
Nvidia Corp ComNVDAShares$1.0M6K
Applied Materials Inc ComAMATShares$1.0M3K
Amazon.Com Inc ComAMZNShares$966K5K
Carlisle CompaniesCSLShares$934K3K
Grainger (W.W.) Inc ComGWWShares$873K800
S&P Global Inc ComSPGIShares$872K2K
International Business Machines CoIBMShares$869K4K
Chevron Corp ComCVXShares$828K4K
Wells Fargo & Co ComWFCShares$769K10K
Adobe IncADBEShares$717K3K
Lincoln National Corp ComLNCShares$710K20K
Costco Wholesale Corp ComShares$698K700
Philip Morris International Inc CoPMShares$665K4K
Unilever Plc Sponsored Adr (New)Shares$658K12K
Cms Energy Corp ComCMSShares$605K8K
Verizon Communications Inc ComVZShares$597K12K
Meta Platforms IncMETAShares$572K1K
Nestle S A Sponsored AdrShares$566K6K
Emerson Electric Co ComEMRShares$498K4K
Jardine Matheson Holdings Ltd AdrShares$495K7K
Paycom Software IncPAYCShares$486K4K
Comcast Corp Cl A (New)CMCSAShares$482K17K
American Express Co ComAXPShares$461K2K
Msci Inc Cl AMSCIShares$437K810
Home Depot Inc ComHDShares$403K1K
Applovin Corp AAPPShares$398K1K
Asml Holding N V Ny Reg Shs (New)Shares$396K300
Blackrock Inc ComBLQADShares$385K400
Aptargroup Inc ComATRShares$378K3K
Ge Vernova IncGEVShares$367K421
Nxp Semiconductors NvShares$325K2K
Intercontinental Exchange Inc ComICEShares$315K2K
Sherwin Williams Co ComSHWShares$288K900
Sysco Corp ComSYYShares$285K4K
Roper Industries IncROPShares$265K750
Estee Lauder Cos IncELShares$251K4K
Heineken Holding Nv - A OrdShares$246K3K
Texas Instruments Inc ComTXNShares$243K1K
Aflac Inc ComAFLShares$241K2K
Watsco Inc ComWSOShares$218K600
Ecolab Inc ComECLShares$213K800
Fiserv Inc ComFISVShares$209K4K
Conocophillips.ComCOPShares$198K2K
At&T Inc ComTShares$194K7K
Cisco Systems Inc ComShares$186K2K
Shell Plc AdrSHELShares$186K2K
Fairfax Financial Holdings LtdFRFHFShares$170K100
Bhp Group Ltd AdrBHPShares$145K2K
Zimmer Biomet Holdings Inc ComZBHShares$136K2K
Air Products & Chemicals Inc ComAPDShares$131K450
Fairfax India Holdings Corp OrdFFXDFShares$112K7K
Constellation Energy CorpCEGShares$112K400
Nextera Energy Inc ComNEEShares$111K1K
Brown-Forman Corp Cl ABF/AShares$111K4K
Aegon Ltd-Ny Reg ShrAEGShares$107K15K
Illinois Tool Works Inc ComITWShares$104K400
Schlumberger Ltd Nv ComSLBShares$103K2K

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.