Institutional
Boit C F David
CIK 0001308331
$237.6M
Reported AUM
85
Positions
Q2 2026
Period
2026-07-30
Filed
Editorial summary
Summary for Boit C F David · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC CL B (NEW) | — | — | — | — | $15.6M | 6.56% | — | HELD |
| 2 | CAT | CATERPILLAR INC COM | $815.28 | 0.76% | 90.45% | 318.17% | $15.1M | 6.36% | — | HELD |
| 3 | GOOGL | ALPHABET INC CL A | $355.99 | 6.69% | 85.11% | 143.37% | $13.7M | 5.78% | — | HELD |
| 4 | MSFT | MICROSOFT CORP COM | $465.00 | 3.08% | -10.62% | 60.10% | $12.2M | 5.12% | — | HELD |
| 5 | XOM | EXXON MOBIL CORP COM | $155.44 | -0.97% | 45.72% | 236.23% | $11.5M | 4.82% | — | HELD |
| 6 | AVGO | BROADCOM INC COM | $389.53 | 0.44% | 35.65% | 758.72% | $10.0M | 4.19% | — | HELD |
| 7 | V | VISA INC CL A | $366.16 | -0.03% | 8.84% | 65.83% | $9.1M | 3.85% | — | HELD |
| 8 | MRK | MERCK & CO INC (NEW) | $130.22 | 0.33% | 68.33% | 97.86% | $9.0M | 3.80% | — | HELD |
| 9 | JNJ | JOHNSON & JOHNSON COM | $256.32 | 0.20% | 58.23% | 70.72% | $9.0M | 3.79% | — | HELD |
| 10 | AAPL | APPLE INC COM | $310.42 | -6.90% | 53.24% | 108.42% | $8.7M | 3.65% | — | HELD |
| 11 | ABBV | ABBVIE INC COM | $250.88 | -2.54% | 32.88% | 150.27% | $6.2M | 2.61% | — | HELD |
| 12 | BAC | BANK OF AMERICA CORP COM | $61.97 | 0.39% | 38.49% | 67.53% | $6.1M | 2.57% | — | HELD |
| 13 | MA | MASTERCARD INC CL A | $573.38 | -0.69% | 3.76% | 71.76% | $5.7M | 2.41% | — | HELD |
| 14 | CB | CHUBB LIMITED | $350.70 | 0.16% | 31.94% | 103.96% | $5.5M | 2.32% | — | HELD |
| 15 | MCD | MCDONALD'S CORP COM | $270.67 | 0.83% | -9.02% | 26.40% | $5.4M | 2.25% | — | HELD |
| 16 | ADP | AUTOMATIC DATA PROCESSING INC COM | $266.46 | 0.98% | -9.73% | 40.87% | $5.3M | 2.24% | — | HELD |
| 17 | JPM | JPMORGAN CHASE & CO COM | $351.86 | 0.29% | 23.57% | 148.58% | $4.8M | 2.00% | — | HELD |
| 18 | ADI | ANALOG DEVICES INC COM | $367.41 | 0.20% | 68.77% | 145.58% | $4.7M | 2.00% | — | HELD |
| 19 | GLW | CORNING INC COM | $138.26 | 2.25% | 125.24% | 291.05% | $4.3M | 1.82% | — | HELD |
| 20 | SYK | STRYKER CORP COM | $325.69 | -6.42% | -14.18% | 22.00% | $4.1M | 1.73% | — | HELD |
| 21 | QCOM | QUALCOMM INC COM | $147.61 | -2.63% | 1.71% | 12.10% | $4.0M | 1.67% | — | HELD |
| 22 | PG | PROCTER & GAMBLE CO COM | $144.52 | 0.39% | -1.27% | 15.38% | $3.7M | 1.56% | — | HELD |
| 23 | PEP | PEPSICO INC COM | $139.56 | -0.46% | 4.65% | 5.03% | $3.1M | 1.30% | — | HELD |
| 24 | PH | PARKER-HANNIFIN CORP COM | $976.53 | 1.43% | 38.13% | 249.41% | $3.0M | 1.28% | — | HELD |
| 25 | ABT | ABBOTT LABORATORIES COM | $105.74 | 0.12% | -15.36% | -8.15% | $3.0M | 1.25% | — | HELD |
| 26 | INTU | INTUIT INC COM | $316.07 | 0.18% | -59.03% | -42.39% | $3.0M | 1.25% | — | HELD |
| 27 | LMT | LOCKHEED MARTIN CORP COM | $583.00 | 1.55% | 40.04% | 81.28% | $2.7M | 1.13% | — | HELD |
| 28 | BKNG | BOOKING HOLDINGS INC | $192.90 | -0.18% | -9.55% | 114.54% | $2.2M | 0.92% | — | HELD |
| 29 | AMAT | APPLIED MATERIALS INC COM | $507.67 | 1.18% | 187.89% | 296.32% | $2.2M | 0.91% | — | HELD |
| 30 | NVS | NOVARTIS AG SPONSORED ADR | $156.14 | -1.45% | 39.55% | 103.80% | $2.0M | 0.84% | — | HELD |
| 31 | CHD | CHURCH & DWIGHT INC COM | $98.82 | 1.17% | — | — | $1.8M | 0.74% | — | HELD |
| 32 | DHR | DANAHER CORP COM | $195.07 | -0.56% | — | — | $1.7M | 0.71% | — | HELD |
| 33 | PCAR | PACCAR INC COM | $132.68 | -0.81% | — | — | $1.6M | 0.67% | — | HELD |
| 34 | UNP | UNION PACIFIC CORP COM | $292.12 | 0.92% | — | — | $1.5M | 0.64% | — | HELD |
| 35 | EOG | EOG RESOURCES INC COM | $148.69 | 2.19% | — | — | $1.5M | 0.64% | — | HELD |
| 36 | CL | COLGATE-PALMOLIVE CO COM | $91.30 | -0.33% | — | — | $1.5M | 0.63% | — | HELD |
| 37 | GE | GE AEROSPACE COM | $360.33 | 1.49% | — | — | $1.5M | 0.62% | — | HELD |
| 38 | — | LINDE PLC | — | — | — | — | $1.5M | 0.61% | — | HELD |
| 39 | AMGN | AMGEN INC COM | $385.16 | -0.64% | — | — | $1.4M | 0.61% | — | HELD |
| 40 | ORCL | ORACLE CORP COM | $129.88 | 1.82% | — | — | $1.4M | 0.60% | — | HELD |
| 41 | AMT | AMERICAN TOWER CORP CL A (REIT) | $173.36 | -0.63% | — | — | $1.4M | 0.60% | — | HELD |
| 42 | TMO | THERMO FISHER SCIENTIFIC INC COM | $574.12 | -0.46% | — | — | $1.4M | 0.57% | — | HELD |
| 43 | PPG | PPG INDUSTRIES INC COM | $110.52 | -1.35% | — | — | $1.3M | 0.55% | — | HELD |
| 44 | NVDA | NVIDIA CORP COM | $201.19 | 3.15% | — | — | $1.2M | 0.51% | — | HELD |
| 45 | PFE | PFIZER INC COM | $25.01 | 0.40% | — | — | $1.2M | 0.50% | — | HELD |
| 46 | AMZN | AMAZON.COM INC COM | $271.42 | 15.25% | — | — | $1.1M | 0.47% | — | HELD |
| 47 | GWW | GRAINGER (W.W.) INC COM | $1383.20 | 2.04% | — | — | $1.1M | 0.46% | — | HELD |
| 48 | CSL | CARLISLE COMPANIES INC COM | $359.92 | -2.69% | — | — | $1.0M | 0.43% | — | HELD |
| 49 | IBM | INTERNATIONAL BUSINESS MACHINES COM | $223.79 | 0.92% | — | — | $1.0M | 0.42% | — | HELD |
| 50 | SPGI | S&P GLOBAL INC COM | $411.77 | -0.78% | — | — | $957K | 0.40% | — | HELD |
| 51 | WMT2 | WELLS FARGO & CO COM | — | — | — | — | $798K | 0.34% | — | HELD |
| 52 | PM | PHILIP MORRIS INTERNATIONAL INC COM | $190.80 | -0.62% | — | — | $727K | 0.31% | — | HELD |
| 53 | LNC | LINCOLN NATIONAL CORP COM | $45.61 | -0.89% | — | — | $707K | 0.30% | — | HELD |
| 54 | — | UNILEVER PLC SPONSORED ADR (NEW) | — | — | — | — | $695K | 0.29% | — | HELD |
| 55 | CVX | CHEVRON CORP COM | $196.85 | 2.36% | — | — | $663K | 0.28% | — | HELD |
| 56 | — | COSTCO WHOLESALE CORP COM | — | — | — | — | $655K | 0.28% | — | HELD |
| 57 | — | NESTLE S A SPONSORED ADR | — | — | — | — | $597K | 0.25% | — | HELD |
| 58 | ASML | ASML HOLDING N V NY REG SHS (NEW) | $1629.00 | -1.36% | — | — | $597K | 0.25% | — | HELD |
| 59 | CMS | CMS ENERGY CORP COM | $71.99 | -0.37% | — | — | $597K | 0.25% | — | HELD |
| 60 | META | META PLATFORMS INC | $556.34 | 3.21% | — | — | $563K | 0.24% | — | HELD |
| 61 | EMR | EMERSON ELECTRIC CO COM | $149.82 | 0.79% | — | — | $544K | 0.23% | — | HELD |
| 62 | AXP | AMERICAN EXPRESS CO COM | $336.25 | -0.38% | — | — | $516K | 0.22% | — | HELD |
| 63 | APP | APPLOVIN CORP A | $395.90 | -1.97% | — | — | $515K | 0.22% | — | HELD |
| 64 | VZ | VERIZON COMMUNICATIONS INC COM | $46.82 | 1.54% | — | — | $504K | 0.21% | — | HELD |
| 65 | PAYC | PAYCOM SOFTWARE INC | $163.96 | 1.51% | — | — | $503K | 0.21% | — | HELD |
| 66 | GEV | GE VERNOVA INC | $990.11 | 0.83% | — | — | $495K | 0.21% | — | HELD |
| 67 | NXPI | NXP SEMICONDUCTORS NV | $229.16 | -6.53% | — | — | $464K | 0.20% | — | HELD |
| 68 | MSCI | MSCI INC CL A | $572.24 | -0.61% | — | — | $454K | 0.19% | — | HELD |
| 69 | HD | HOME DEPOT INC COM | $331.99 | -0.41% | — | — | $432K | 0.18% | — | HELD |
| 70 | SYY | SYSCO CORP COM | $85.24 | 0.63% | — | — | $418K | 0.18% | — | HELD |
| 71 | BLKCHF | BLACKROCK INC COM | — | — | — | — | $385K | 0.16% | — | HELD |
| 72 | ATR | APTARGROUP INC COM | $133.96 | 0.07% | — | — | $376K | 0.16% | — | HELD |
| 73 | TXN | TEXAS INSTRUMENTS INC COM | $275.74 | -1.08% | — | — | $373K | 0.16% | — | HELD |
| 74 | ADBE | ADOBE INC | $250.41 | 1.01% | — | — | $359K | 0.15% | — | HELD |
| 75 | MOG/A | MOOG INC CL A | — | — | — | — | $339K | 0.14% | — | HELD |
| 76 | SHW | SHERWIN WILLIAMS CO COM | $340.90 | -1.14% | — | — | $310K | 0.13% | — | HELD |
| 77 | — | CISCO SYSTEMS INC COM | — | — | — | — | $282K | 0.12% | — | HELD |
| 78 | JARLF | JARDINE MATHESON HOLDINGS LTD ORD | $63.90 | 0.00% | — | — | $277K | 0.12% | — | HELD |
| 79 | HKHHF | HEINEKEN HOLDING NV - A ORD | $84.00 | 1.19% | — | — | $265K | 0.11% | — | HELD |
| 80 | AFL | AFLAC INC COM | $127.48 | 0.09% | — | — | $258K | 0.11% | — | HELD |
| 81 | ROP | ROPER INDUSTRIES INC | $391.97 | 0.70% | — | — | $254K | 0.11% | — | HELD |
| 82 | WSO | WATSCO INC COM | $309.30 | -0.46% | — | — | $250K | 0.11% | — | HELD |
| 83 | ICE | INTERCONTINENTAL EXCHANGE INC COM | $152.48 | -2.43% | — | — | $246K | 0.10% | — | HELD |
| 84 | ECL | ECOLAB INC COM | $277.81 | -0.55% | — | — | $223K | 0.09% | — | HELD |
| 85 | AEG | AEGON LTD-NY REG SHR | $9.44 | 0.00% | — | — | $124K | 0.05% | — | HELD |
Source: SEC EDGAR · accession 0001308331-26-000008. 13F discloses long positions only — shorts, foreign equities, and options are excluded.