Holders — by stockHoldings — by fund
Boit C F David
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001308331
$237.6M
disclosed book value
85
positions
6.6%
largest position share
Positions, as of 2026-06-30
top 85 of 85 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC CL B (NEW) | 31,128 | $15.6M | 6.6% |
| 2 | CATCATERPILLAR INC COM | 14,200 | $15.1M | 6.4% |
| 3 | GOOGLALPHABET INC CL A | 38,322 | $13.7M | 5.8% |
| 4 | MSFTMICROSOFT CORP COM | 32,604 | $12.2M | 5.1% |
| 5 | XOMEXXON MOBIL CORP COM | 84,053 | $11.5M | 4.8% |
| 6 | AVGOBROADCOM INC COM | 26,350 | $10.0M | 4.2% |
| 7 | VVISA INC CL A | 26,630 | $9.1M | 3.8% |
| 8 | MRKMERCK & CO INC (NEW) | 70,283 | $9.0M | 3.8% |
| 9 | JNJJOHNSON & JOHNSON COM | 35,500 | $9.0M | 3.8% |
| 10 | AAPLAPPLE INC COM | 30,002 | $8.7M | 3.7% |
| 11 | ABBVABBVIE INC COM | 24,600 | $6.2M | 2.6% |
| 12 | BACBANK OF AMERICA CORP COM | 107,198 | $6.1M | 2.6% |
| 13 | MAMASTERCARD INC CL A | 11,140 | $5.7M | 2.4% |
| 14 | CBCHUBB LIMITED | 16,165 | $5.5M | 2.3% |
| 15 | MCDMCDONALD'S CORP COM | 19,800 | $5.4M | 2.3% |
| 16 | ADPAUTOMATIC DATA PROCESSING INC COM | 23,775 | $5.3M | 2.2% |
| 17 | JPMJPMORGAN CHASE & CO COM | 14,551 | $4.8M | 2% |
| 18 | ADIANALOG DEVICES INC COM | 11,944 | $4.7M | 2% |
| 19 | GLWCORNING INC COM | 16,900 | $4.3M | 1.8% |
| 20 | SYKSTRYKER CORP COM | 13,045 | $4.1M | 1.7% |
| 21 | QCOMQUALCOMM INC COM | 21,500 | $4.0M | 1.7% |
| 22 | PGPROCTER & GAMBLE CO COM | 25,274 | $3.7M | 1.6% |
| 23 | PEPPEPSICO INC COM | 22,900 | $3.1M | 1.3% |
| 24 | PHPARKER-HANNIFIN CORP COM | 3,100 | $3.0M | 1.3% |
| 25 | ABTABBOTT LABORATORIES COM | 32,800 | $3.0M | 1.3% |
| 26 | INTUINTUIT INC COM | 11,350 | $3.0M | 1.2% |
| 27 | LMTLOCKHEED MARTIN CORP COM | 5,260 | $2.7M | 1.1% |
| 28 | BKNGBOOKING HOLDINGS INC | 12,250 | $2.2M | 0.9% |
| 29 | AMATAPPLIED MATERIALS INC COM | 3,000 | $2.2M | 0.9% |
| 30 | NVSNOVARTIS AG SPONSORED ADR | 12,800 | $2.0M | 0.8% |
| 31 | CHDCHURCH & DWIGHT INC COM | 18,140 | $1.8M | 0.7% |
| 32 | DHRDANAHER CORP COM | 8,850 | $1.7M | 0.7% |
| 33 | PCARPACCAR INC COM | 13,330 | $1.6M | 0.7% |
| 34 | UNPUNION PACIFIC CORP COM | 5,625 | $1.5M | 0.6% |
| 35 | EOGEOG RESOURCES INC COM | 11,750 | $1.5M | 0.6% |
| 36 | CLCOLGATE-PALMOLIVE CO COM | 16,200 | $1.5M | 0.6% |
| 37 | GEGE AEROSPACE COM | 3,936 | $1.5M | 0.6% |
| 38 | LINDE PLC | 2,800 | $1.5M | 0.6% |
| 39 | AMGNAMGEN INC COM | 4,000 | $1.4M | 0.6% |
| 40 | ORCLORACLE CORP COM | 9,800 | $1.4M | 0.6% |
| 41 | AMTAMERICAN TOWER CORP CL A (REIT) | 8,710 | $1.4M | 0.6% |
| 42 | TMOTHERMO FISHER SCIENTIFIC INC COM | 2,715 | $1.4M | 0.6% |
| 43 | PPGPPG INDUSTRIES INC COM | 10,872 | $1.3M | 0.6% |
| 44 | NVDANVIDIA CORP COM | 6,000 | $1.2M | 0.5% |
| 45 | PFEPFIZER INC COM | 49,103 | $1.2M | 0.5% |
| 46 | AMZNAMAZON.COM INC COM | 4,640 | $1.1M | 0.5% |
| 47 | GWWGRAINGER (W.W.) INC COM | 800 | $1.1M | 0.5% |
| 48 | CSLCARLISLE COMPANIES INC COM | 2,800 | $1.0M | 0.4% |
| 49 | IBMINTERNATIONAL BUSINESS MACHINES COM | 3,584 | $1.0M | 0.4% |
| 50 | SPGIS&P GLOBAL INC COM | 2,350 | $957,061 | 0.4% |
| 51 | WFCWELLS FARGO & CO COM | 9,660 | $798,302 | 0.3% |
| 52 | PMPHILIP MORRIS INTERNATIONAL INC COM | 4,020 | $727,258 | 0.3% |
| 53 | LNCLINCOLN NATIONAL CORP COM | 19,990 | $706,647 | 0.3% |
| 54 | UNILEVER PLC SPONSORED ADR (NEW) | 11,555 | $694,687 | 0.3% |
| 55 | CVXCHEVRON CORP COM | 4,000 | $663,040 | 0.3% |
| 56 | COSTCO WHOLESALE CORP COM | 700 | $654,829 | 0.3% |
| 57 | NESTLE S A SPONSORED ADR | 5,800 | $597,365 | 0.3% |
| 58 | ASMLASML HOLDING N V NY REG SHS (NEW) | 300 | $596,832 | 0.3% |
| 59 | CMSCMS ENERGY CORP COM | 7,800 | $596,700 | 0.3% |
| 60 | METAMETA PLATFORMS INC | 1,000 | $563,290 | 0.2% |
| 61 | EMREMERSON ELECTRIC CO COM | 3,800 | $543,970 | 0.2% |
| 62 | AXPAMERICAN EXPRESS CO COM | 1,525 | $515,831 | 0.2% |
| 63 | APPAPPLOVIN CORP A | 1,000 | $515,230 | 0.2% |
| 64 | VZVERIZON COMMUNICATIONS INC COM | 11,897 | $503,719 | 0.2% |
| 65 | PAYCPAYCOM SOFTWARE INC | 4,000 | $502,720 | 0.2% |
| 66 | GEVGE VERNOVA INC | 421 | $494,616 | 0.2% |
| 67 | NXPINXP SEMICONDUCTORS NV | 1,650 | $463,700 | 0.2% |
| 68 | MSCIMSCI INC CL A | 810 | $453,632 | 0.2% |
| 69 | HDHOME DEPOT INC COM | 1,225 | $432,033 | 0.2% |
| 70 | SYYSYSCO CORP COM | 5,000 | $417,900 | 0.2% |
| 71 | BLKCHFBLACKROCK INC COM | 400 | $384,624 | 0.2% |
| 72 | ATRAPTARGROUP INC COM | 3,000 | $375,600 | 0.2% |
| 73 | TXNTEXAS INSTRUMENTS INC COM | 1,250 | $372,588 | 0.2% |
| 74 | ADBEADOBE INC | 1,750 | $358,785 | 0.2% |
| 75 | MOG/AMOOG INC CL A | 800 | $339,072 | 0.1% |
| 76 | SHWSHERWIN WILLIAMS CO COM | 900 | $309,888 | 0.1% |
| 77 | CISCO SYSTEMS INC COM | 2,400 | $281,904 | 0.1% |
| 78 | JARDINE MATHESON HOLDINGS LTD ORD | 4,500 | $276,750 | 0.1% |
| 79 | HKHHFHEINEKEN HOLDING NV - A ORD | 3,480 | $265,232 | 0.1% |
| 80 | AFLAFLAC INC COM | 2,200 | $257,950 | 0.1% |
| 81 | ROPROPER INDUSTRIES INC | 750 | $253,793 | 0.1% |
| 82 | WSOWATSCO INC COM | 600 | $250,038 | 0.1% |
| 83 | ICEINTERCONTINENTAL EXCHANGE INC COM | 2,000 | $246,220 | 0.1% |
| 84 | ECLECOLAB INC COM | 800 | $222,888 | 0.1% |
| 85 | AEGAEGON LTD-NY REG SHR | 14,695 | $124,026 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.