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Boit C F David

13F filer · CIK 0001308331
Reported Jul 30, 2026
Net seller this quarter
13F portfolio value$238MU.S. long equity reported on 13F
Positions811 new · 32 closed
Net flow last quarter-$3.69MBuys minus sells
Top 10 positions weight47.9%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 30, 202681 positions
BRK.BBerkshire Hathaway Inc$15.6M6.56%Not reported-1.6%Q2 2021
CATCaterpillar Inc$15.1M6.36%0.00%-13.9%Q2 2021
GOOGLAlphabet Inc.$13.7M5.78%0.00%Not reportedQ2 2021
MSFTMicrosoft Corp$12.2M5.12%0.00%Not reportedQ2 2021
XOMExxonMobil Holdings Corp$11.5M4.82%0.00%Not reportedQ2 2021
AVGOBroadcom Inc.$9.95M4.19%0.00%-5.1%Q2 2021
VVisa Inc.$9.14M3.85%0.00%Not reportedQ2 2021
MRKMerck & Co., Inc.$9.03M3.80%0.00%Not reportedQ2 2021
JNJJohnson & Johnson$9.02M3.79%0.00%Not reportedQ2 2021
AAPLApple Inc.$8.68M3.65%0.00%Not reportedQ2 2021
ABBVAbbVie Inc.$6.19M2.61%0.00%Not reportedQ2 2021
BACBank of America Corp$6.11M2.57%0.00%Not reportedQ2 2021
MAMastercard Inc$5.72M2.41%0.00%Not reportedQ2 2021
CBChubb Ltd$5.51M2.32%0.00%Not reportedQ2 2021
MCDMcdonalds Corp$5.35M2.25%0.00%Not reportedQ2 2021
ADPAutomatic Data Processing Inc$5.32M2.24%0.01%+6.1%Q2 2021
JPMJPMorgan Chase & Co$4.76M2.00%0.00%Not reportedQ2 2021
ADIAnalog Devices Inc$4.74M2.00%0.00%Not reportedQ2 2021
GLWCorning Inc$4.32M1.82%0.00%-0.6%Q2 2021
SYKStryker Corp$4.11M1.73%0.00%+12.0%Q2 2021
QCOMQualcomm Inc$3.97M1.67%0.00%Not reportedQ2 2021
PGPROCTER & GAMBLE Co$3.71M1.56%0.00%Not reportedQ2 2021
PEPPepsico Inc$3.1M1.30%0.00%Not reportedQ2 2021
PHParker-Hannifin Corp$3.03M1.28%0.00%Not reportedQ2 2021
ABTAbbott Laboratories$2.98M1.25%0.00%Not reportedQ2 2021
INTUIntuit Inc.$2.96M1.25%0.00%+24.7%Q2 2021
LMTLockheed Martin Corp$2.68M1.13%0.00%Not reportedQ2 2021
BKNGBooking Holdings Inc.$2.18M0.92%0.00%+96.0%Q1 2025
AMATApplied Materials Inc$2.17M0.91%0.00%Not reportedQ4 2023
NVSNovartis AG$2.01M0.84%0.00%Not reportedQ2 2021
CHDChurch & Dwight Co Inc$1.76M0.74%0.01%Not reportedQ2 2021
DHRDanaher Corp$1.69M0.71%0.00%Not reportedQ2 2021
PCARPaccar Inc$1.6M0.67%0.00%Not reportedQ2 2021
UNPUnion Pacific Corp$1.53M0.64%0.00%Not reportedQ2 2021
EOGEog Resources Inc$1.52M0.64%0.00%Not reportedQ2 2021
CLColgate Palmolive Co$1.49M0.63%0.00%Not reportedQ2 2021
GEGeneral Electric Co$1.47M0.62%0.00%Not reportedQ1 2024
LINLinde PLC$1.45M0.61%0.00%Not reportedQ2 2021
AMGNAmgen Inc$1.45M0.61%0.00%Not reportedQ2 2021
ORCLOracle Corp$1.44M0.60%0.00%Not reportedQ2 2021
AMTAmerican Tower Corp$1.42M0.60%0.00%Not reportedQ2 2021
TMOThermo Fisher Scientific Inc.$1.36M0.57%0.00%Not reportedQ2 2021
PPGPPG Industries Inc$1.32M0.55%0.00%Not reportedQ2 2021
NVDANvidia Corp$1.2M0.51%0.00%Not reportedQ3 2021
PFEPfizer Inc$1.18M0.50%0.00%Not reportedQ2 2021
AMZNAmazon Com Inc$1.11M0.47%0.00%Not reportedQ2 2021
GWWW.W. Grainger, Inc.$1.09M0.46%0.00%Not reportedQ4 2023
CSLCarlisle Companies Inc$1.02M0.43%0.01%Not reportedQ1 2026
IBMInternational Business Machines Corp$1.01M0.42%0.00%Not reportedQ2 2021
SPGIS&P Global Inc.$957K0.40%0.00%+14.6%Q4 2023
Q1 2026Reported Apr 9, 2026112 positions
BRK.BBerkshire Hathaway Inc$15.2M6.73%Not reportedNot reportedQ2 2021
XOMExxonMobil Holdings Corp$14.3M6.33%0.00%Not reportedQ2 2021
MSFTMicrosoft Corp$12.1M5.36%0.00%+2.5%Q2 2021
CATCaterpillar Inc$11.7M5.19%0.00%-12.2%Q2 2021
GOOGLAlphabet Inc.$11M4.89%0.00%Not reportedQ2 2021
VVisa Inc.$9.31M4.13%0.00%Not reportedQ2 2021
JNJJohnson & Johnson$8.68M3.85%0.00%-5.3%Q2 2021
AVGOBroadcom Inc.$8.59M3.81%0.00%Not reportedQ2 2021
MRKMerck & Co., Inc.$8.45M3.75%0.00%Not reportedQ2 2021
AAPLApple Inc.$7.61M3.38%0.00%Not reportedQ2 2021
MCDMcdonalds Corp$6.15M2.73%0.00%Not reportedQ2 2021
MAMastercard Inc$5.57M2.47%0.00%Not reportedQ2 2021
ABBVAbbVie Inc.$5.35M2.37%0.00%Not reportedQ2 2021
CBChubb Ltd$5.27M2.34%0.00%Not reportedQ2 2021
BACBank of America Corp$5.23M2.32%0.00%Not reportedQ2 2021
ADPAutomatic Data Processing Inc$4.55M2.02%0.01%Not reportedQ2 2021
JPMJPMorgan Chase & Co$4.28M1.90%0.00%-1.4%Q2 2021
INTUIntuit Inc.$3.93M1.75%0.00%+15.2%Q2 2021
SYKStryker Corp$3.83M1.70%0.00%Not reportedQ2 2021
QCOMQualcomm Inc$3.82M1.70%0.00%Not reportedQ2 2021
ADIAnalog Devices Inc$3.8M1.69%0.00%Not reportedQ2 2021
PGPROCTER & GAMBLE Co$3.65M1.62%0.00%Not reportedQ2 2021
ABTAbbott Laboratories$3.37M1.49%0.00%Not reportedQ2 2021
PEPPepsico Inc$3.2M1.42%0.00%Not reportedQ2 2021
LMTLockheed Martin Corp$3.18M1.41%0.00%Not reportedQ2 2021
PHParker-Hannifin Corp$2.78M1.23%0.00%Not reportedQ2 2021
GLWCorning Inc$2.31M1.03%0.00%Not reportedQ2 2021
NVSNovartis AG$1.96M0.87%0.00%Not reportedQ2 2021
EOGEog Resources Inc$1.7M0.75%0.00%Not reportedQ2 2021
CHDChurch & Dwight Co Inc$1.69M0.75%0.01%-21.6%Q2 2021
DHRDanaher Corp$1.68M0.74%0.00%Not reportedQ2 2021
PCARPaccar Inc$1.54M0.68%0.00%Not reportedQ2 2021
AMTAmerican Tower Corp$1.5M0.67%0.00%Not reportedQ2 2021
ORCLOracle Corp$1.44M0.64%0.00%Not reportedQ2 2021
AMGNAmgen Inc$1.41M0.62%0.00%Not reportedQ2 2021
LINLinde PLC$1.39M0.62%0.00%+250.0%Q2 2021
CLColgate Palmolive Co$1.38M0.61%0.00%Not reportedQ2 2021
PFEPfizer Inc$1.38M0.61%0.00%Not reportedQ2 2021
UNPUnion Pacific Corp$1.36M0.61%0.00%Not reportedQ2 2021
TMOThermo Fisher Scientific Inc.$1.33M0.59%0.00%Not reportedQ2 2021
PPGPPG Industries Inc$1.16M0.52%0.00%Not reportedQ2 2021
GEGeneral Electric Co$1.12M0.50%0.00%Not reportedQ1 2024
BKNGBooking Holdings Inc.$1.05M0.47%0.00%Not reportedQ1 2025
NVDANvidia Corp$1.05M0.46%0.00%Not reportedQ3 2021
AMATApplied Materials Inc$1.03M0.46%0.00%Not reportedQ4 2023
AMZNAmazon Com Inc$966K0.43%0.00%+4.5%Q2 2021
CSLCarlisle Companies Inc$934K0.41%0.01%NewQ1 2026
GWWW.W. Grainger, Inc.$873K0.39%0.00%Not reportedQ4 2023
SPGIS&P Global Inc.$872K0.39%0.00%+192.9%Q4 2023
IBMInternational Business Machines Corp$869K0.39%0.00%Not reportedQ2 2021
Q4 2025Reported Jan 15, 2026114 positions
BRK.BBerkshire Hathaway Inc$15.8M6.82%Not reportedNot reportedQ2 2021
MSFTMicrosoft Corp$15.2M6.59%0.00%Not reportedQ2 2021
GOOGLAlphabet Inc.$12.6M5.44%0.00%-0.3%Q2 2021
CATCaterpillar Inc$11.6M5.02%0.00%-3.6%Q2 2021
XOMExxonMobil Holdings Corp$10.5M4.53%0.00%Not reportedQ2 2021
AVGOBroadcom Inc.$9.57M4.14%0.00%Not reportedQ2 2021
VVisa Inc.$9.31M4.03%0.00%Not reportedQ2 2021
AAPLApple Inc.$7.78M3.36%0.00%Not reportedQ2 2021
MRKMerck & Co., Inc.$7.77M3.36%0.00%Not reportedQ2 2021
JNJJohnson & Johnson$7.66M3.31%0.00%Not reportedQ2 2021
MAMastercard Inc$6.41M2.77%0.00%Not reportedQ2 2021
MCDMcdonalds Corp$6.08M2.63%0.00%Not reportedQ2 2021
BACBank of America Corp$5.99M2.59%0.00%Not reportedQ2 2021
ADPAutomatic Data Processing Inc$5.96M2.58%0.01%Not reportedQ2 2021
ABBVAbbVie Inc.$5.41M2.34%0.00%Not reportedQ2 2021
INTUIntuit Inc.$5.11M2.21%0.00%+0.6%Q2 2021
CBChubb Ltd$4.96M2.14%0.00%Not reportedQ2 2021
JPMJPMorgan Chase & Co$4.86M2.10%0.00%Not reportedQ2 2021
SYKStryker Corp$4.28M1.85%0.00%Not reportedQ2 2021
ABTAbbott Laboratories$4.13M1.78%0.00%Not reportedQ2 2021
QCOMQualcomm Inc$3.82M1.65%0.00%+1.4%Q2 2021
ADIAnalog Devices Inc$3.59M1.55%0.00%Not reportedQ2 2021
PGPROCTER & GAMBLE Co$3.59M1.55%0.00%Not reportedQ2 2021
PEPPepsico Inc$3.2M1.38%0.00%Not reportedQ2 2021
LMTLockheed Martin Corp$2.86M1.23%0.00%Not reportedQ2 2021
PHParker-Hannifin Corp$2.86M1.23%0.00%Not reportedQ2 2021
DHRDanaher Corp$2.11M0.91%0.00%Not reportedQ2 2021
CHDChurch & Dwight Co Inc$1.98M0.86%0.01%Not reportedQ2 2021
ORCLOracle Corp$1.95M0.84%0.00%Not reportedQ2 2021
NVSNovartis AG$1.81M0.78%0.00%Not reportedQ2 2021
TMOThermo Fisher Scientific Inc.$1.68M0.73%0.00%Not reportedQ2 2021
PCARPaccar Inc$1.58M0.68%0.00%Not reportedQ2 2021
AMTAmerican Tower Corp$1.47M0.63%0.00%-5.4%Q2 2021
GLWCorning Inc$1.45M0.63%0.00%Not reportedQ2 2021
BKNGBooking Holdings Inc.$1.37M0.59%0.00%Not reportedQ1 2025
CLColgate Palmolive Co$1.32M0.57%0.00%Not reportedQ2 2021
AMGNAmgen Inc$1.3M0.56%0.00%Not reportedQ2 2021
UNPUnion Pacific Corp$1.28M0.56%0.00%Not reportedQ2 2021
GEGeneral Electric Co$1.27M0.55%0.00%Not reportedQ1 2024
PFEPfizer Inc$1.25M0.54%0.00%Not reportedQ2 2021
EOGEog Resources Inc$1.23M0.53%0.00%Not reportedQ2 2021
PPGPPG Industries Inc$1.17M0.50%0.00%Not reportedQ2 2021
NVDANvidia Corp$1.11M0.48%0.00%Not reportedQ3 2021
AMZNAmazon Com Inc$1.1M0.47%0.00%Not reportedQ2 2021
IBMInternational Business Machines Corp$1.09M0.47%0.00%Not reportedQ2 2021
LNCLincoln National Corp$1.05M0.45%0.01%Not reportedQ2 2021
WFCWells Fargo & Company$1.01M0.44%0.00%Not reportedQ2 2021
AMATApplied Materials Inc$904K0.39%0.00%Not reportedQ4 2023
GWWW.W. Grainger, Inc.$824K0.36%0.00%Not reportedQ4 2023
ADBEAdobe Inc.$785K0.34%0.00%+2.2%Q2 2021
Q3 2025Reported Oct 28, 2025112 positions
MSFTMicrosoft Corp$16.5M7.45%0.00%Not reportedQ2 2021
BRK.BBerkshire Hathaway Inc$15.9M7.19%Not reportedNot reportedQ2 2021
XOMExxonMobil Holdings Corp$9.48M4.29%0.00%Not reportedQ2 2021
GOOGLAlphabet Inc.$9.34M4.23%0.00%Not reportedQ2 2021
CATCaterpillar Inc$9.3M4.21%0.00%Not reportedQ2 2021
AVGOBroadcom Inc.$9.16M4.14%0.00%-3.5%Q2 2021
VVisa Inc.$9.09M4.11%0.00%Not reportedQ2 2021
AAPLApple Inc.$7.64M3.46%0.00%Not reportedQ2 2021
JNJJohnson & Johnson$6.95M3.15%0.00%Not reportedQ2 2021
ADPAutomatic Data Processing Inc$6.57M2.97%0.01%Not reportedQ2 2021
MAMastercard Inc$6.34M2.87%0.00%Not reportedQ2 2021
MCDMcdonalds Corp$6.02M2.72%0.00%Not reportedQ2 2021
MRKMerck & Co., Inc.$5.9M2.67%0.00%Not reportedQ2 2021
ABBVAbbVie Inc.$5.7M2.58%0.00%Not reportedQ2 2021
BACBank of America Corp$5.53M2.50%0.00%Not reportedQ2 2021
INTUIntuit Inc.$5.36M2.43%0.00%+19.9%Q2 2021
JPMJPMorgan Chase & Co$4.65M2.11%0.00%Not reportedQ2 2021
CBChubb Ltd$4.56M2.06%0.00%Not reportedQ2 2021
ABTAbbott Laboratories$4.39M1.99%0.00%Not reportedQ2 2021
SYKStryker Corp$4.3M1.95%0.00%Not reportedQ2 2021
PGPROCTER & GAMBLE Co$3.88M1.76%0.00%Not reportedQ2 2021
QCOMQualcomm Inc$3.53M1.60%0.00%Not reportedQ2 2021
PEPPepsico Inc$3.22M1.46%0.00%Not reportedQ2 2021
ADIAnalog Devices Inc$2.93M1.33%0.00%Not reportedQ2 2021
ORCLOracle Corp$2.76M1.25%0.00%Not reportedQ2 2021
LMTLockheed Martin Corp$2.63M1.19%0.00%Not reportedQ2 2021
PHParker-Hannifin Corp$2.35M1.06%0.00%Not reportedQ2 2021
CHDChurch & Dwight Co Inc$2.03M0.92%0.01%-21.1%Q2 2021
AMTAmerican Tower Corp$1.77M0.80%0.00%Not reportedQ2 2021
DHRDanaher Corp$1.75M0.79%0.00%Not reportedQ2 2021
NVSNovartis AG$1.64M0.74%0.00%Not reportedQ2 2021
GLWCorning Inc$1.39M0.63%0.00%Not reportedQ2 2021
BKNGBooking Holdings Inc.$1.35M0.61%0.00%+66.7%Q1 2025
UNPUnion Pacific Corp$1.33M0.60%0.00%Not reportedQ2 2021
EOGEog Resources Inc$1.32M0.60%0.00%Not reportedQ2 2021
TMOThermo Fisher Scientific Inc.$1.32M0.60%0.00%Not reportedQ2 2021
PCARPaccar Inc$1.31M0.59%0.00%Not reportedQ2 2021
CLColgate Palmolive Co$1.3M0.59%0.00%Not reportedQ2 2021
PFEPfizer Inc$1.25M0.57%0.00%Not reportedQ2 2021
GEGeneral Electric Co$1.18M0.54%0.00%Not reportedQ1 2024
PPGPPG Industries Inc$1.14M0.52%0.00%Not reportedQ2 2021
AMGNAmgen Inc$1.13M0.51%0.00%Not reportedQ2 2021
NVDANvidia Corp$1.12M0.51%0.00%Not reportedQ3 2021
IBMInternational Business Machines Corp$1.01M0.46%0.00%Not reportedQ2 2021
AMZNAmazon Com Inc$975K0.44%0.00%Not reportedQ2 2021
LNCLincoln National Corp$968K0.44%0.01%Not reportedQ2 2021
WFCWells Fargo & Company$882K0.40%0.00%Not reportedQ2 2021
PAYCPaycom Software, Inc.$833K0.38%0.01%Not reportedQ2 2021
ADBEAdobe Inc.$811K0.37%0.00%Not reportedQ2 2021
ULUnilever PLC$771K0.35%0.00%Not reportedQ2 2021
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