Boit C F David

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 9, 2026), Boit C F David reported 117 stock positions worth $225.3 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 6.7% of the portfolio, followed by Exxon Mobil (XOM, 6.3%) and Microsoft (MSFT, 5.4%). Compared with Q4 2025, it opened 1 new position, sold out of 3, added to 7 and reduced 9. The biggest buy was Linde (LIN, shares +250%) and the biggest sale JPMorgan Chase (JPM, shares −1%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001308331
Portfolio Value
$225.3M (Q1 2026)
SEC Filing
0001308331-26-000002 ↗ filed Apr 9, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $183.0M Q1 2024 Q2 2024: $191.9M Q2 2024 Q3 2024: $202.5M Q3 2024 Q4 2024: $198.9M Q4 2024 Q1 2025: $199.3M Q1 2025 Q2 2025: $207.9M Q2 2025 Q3 2025: $221.0M Q3 2025 Q4 2025: $231.4M Q4 2025 Q1 2026: $225.3M $225.3M Q1 2026 Q2 2026: $237.6M Q2 2026

Holdings 117 stocks · $225.3M
BRK.B Berkshire Hathaway Inc. Class B 6.73% 31,628 $15.2M No change
XOM Exxon Mobil Corp. 6.33% 84,053 $14.3M No change
MSFT Microsoft Corp. 5.36% 32,604 $12.1M Add +2.5%
CAT Caterpillar Inc. 5.19% 16,500 $11.7M Reduce -12.2%
GOOGL Alphabet Inc. Class A 4.89% 38,322 $11.0M No change
V Visa Inc. Class A 4.13% 26,630 $9.3M No change
JNJ Johnson & Johnson 3.85% 35,500 $8.7M Reduce -5.3%
AVGO Broadcom Inc. 3.81% 27,750 $8.6M No change
MRK Merck & Co. Inc. 3.75% 70,283 $8.5M No change
AAPL Apple Inc. 3.38% 30,002 $7.6M No change
MCD McDonald's Corp. 2.73% 19,800 $6.2M No change
MA Mastercard Inc. Class A 2.47% 11,140 $5.6M No change
ABBV Abbvie Inc. 2.37% 24,600 $5.4M No change
CB Chubb Ltd. 2.34% 16,165 $5.3M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 2.32% 107,198 $5.2M No change
ADP Automatic Data Processing 2.02% 22,400 $4.6M No change
JPM JPMorgan Chase & Co. 1.90% 14,551 $4.3M Reduce -1.4%
INTU Intuit Inc. 1.75% 9,100 $3.9M Add +15.2%
SYK Stryker Corp. 1.70% 11,645 $3.8M No change
QCOM Qualcomm Inc. 1.70% 21,500 $3.8M No change
ADI Analog Devices Inc. 1.69% 11,944 $3.8M No change
PG The Procter & Gamble Co. 1.62% 25,274 $3.7M No change
ABT Abbott Laboratories 1.49% 32,800 $3.4M No change
PEP Pepsico Inc. 1.42% 22,900 $3.2M No change
LMT Lockheed Martin Corp. 1.41% 5,260 $3.2M No change
PH Parker Hannifin Corp. 1.23% 3,100 $2.8M No change
GLW Corning Inc. 1.03% 17,000 $2.3M No change
NVS Novartis AG-Sponsored ADR 0.87% 12,800 $2.0M No change
EOG EOG Resources Inc. 0.75% 11,750 $1.7M No change
CHD Church & Dwight Co. Inc. 0.75% 18,140 $1.7M Reduce -21.6%
DHR Danaher Corp. 0.74% 8,850 $1.7M No change
PCAR Paccar Inc. 0.68% 13,330 $1.5M No change
AMT American Tower Corp. 0.67% 8,710 $1.5M No change
ORCL Oracle Corp. 0.64% 9,800 $1.4M No change
AMGN Amgen Inc. 0.62% 4,000 $1.4M No change
LIN Linde PLC 0.62% 2,800 $1.4M Add +250.0%
CL Colgate-Palmolive Co. 0.61% 16,200 $1.4M No change
PFE Pfizer Inc. 0.61% 49,103 $1.4M No change
UNP Union Pacific Corp. 0.61% 5,625 $1.4M No change
TMO Thermo Fisher Scientific Inc. 0.59% 2,715 $1.3M No change
PPG PPG Industries Inc. 0.52% 10,872 $1.2M No change
GE General Electric filed as GE AEROSPACE 0.50% 3,936 $1.1M No change
BKNG Booking Holdings Inc. 0.47% 250 $1.1M No change
NVDA Nvidia Corp. 0.46% 6,000 $1.0M No change
AMAT Applied Materials Inc. 0.46% 3,000 $1.0M No change
AMZN Amazon.com Inc. 0.43% 4,640 $966K Add +4.5%
CSL Carlisle Cos Inc. 0.41% 2,800 $934K New
GWW WW Grainger Inc. 0.39% 800 $873K No change
SPGI S&P Global Inc. 0.39% 2,050 $872K Add +192.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.39% 3,584 $869K No change
CVX Chevron Corp. 0.37% 4,000 $828K No change
WFC Wells Fargo & Co. 0.34% 9,660 $769K Reduce -8.2%
ADBE Adobe Inc. 0.32% 2,950 $717K Add +25.5%
LNC Lincoln National Corp. 0.32% 19,990 $710K Reduce -16.7%
COST Costco Wholesale Corp. 0.31% 700 $698K No change
PM Philip Morris International 0.29% 4,020 $665K Add +5.2%
UL Unilever PLC 0.29% 11,555 $658K No change
CMS CMS Energy Corp. 0.27% 7,800 $605K No change
VZ Verizon Communications Inc. 0.27% 11,897 $597K No change
META Meta Platforms Inc. Class A 0.25% 1,000 $572K No change
NESAY Nestle SPA -Spons ADR (bpc) 0.25% 5,800 $566K No change
EMR Emerson Electric Co. 0.22% 3,800 $498K No change
JARLF Jardine Matheson Holdings 0.22% 6,960 $495K No change
PAYC Paycom Software Inc. 0.22% 4,000 $486K No change
CMCSA Comcast Corp. Class A 0.21% 16,772 $482K No change
AXP American Express Co. 0.20% 1,525 $461K No change
MSCI MSCI Inc. 0.19% 810 $437K No change
HD Home Depot Inc. 0.18% 1,225 $403K No change
APP AppLovin Corp. Class A 0.18% 1,000 $398K No change
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.18% 300 $396K No change
BLK BlackRock Finance Inc. 0.17% 400 $385K No change
ATR Aptargroup Inc. 0.17% 3,000 $378K No change
GEV GE Vernova Inc. 0.16% 421 $367K Reduce -47.1%
NXPI NXP Semiconductors NV 0.14% 1,650 $325K No change
ICE Intercontinental Exchange Inc. 0.14% 2,000 $315K No change
SHW The Sherwin-Williams Co. 0.13% 900 $288K No change
SYY Sysco Corp. 0.13% 4,000 $285K No change
ROP Roper Technologies Inc. 0.12% 750 $265K No change
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.11% 3,500 $251K No change
HKHHF Heineken Holding NV 0.11% 3,480 $246K No change
TXN Texas Instruments Inc. 0.11% 1,250 $243K No change
AFL Aflac Inc. 0.11% 2,200 $241K No change
WSO Watsco Inc. 0.10% 600 $218K No change
ECL Ecolab Inc. 0.09% 800 $213K No change
FISV Fiserv Inc. 0.09% 3,750 $209K No change
COP Conocophillips 0.09% 1,500 $198K No change
T AT&T Inc. 0.09% 6,701 $194K No change
CSCO Cisco Systems Inc. Com 0.08% 2,400 $186K No change
SHEL Shell PLC-ADR 0.08% 2,000 $186K No change
FRFHF Fairfax Financial Hldgs Ltd. 0.08% 100 $170K No change
BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED 0.06% 2,000 $145K No change
ZBH Zimmer Biomet Holdings Inc. 0.06% 1,500 $136K No change
APD Air Products & Chemicals Inc. 0.06% 450 $131K No change
FFXDF Fairfax India Ho-Sub VTG SHS 0.05% 7,000 $112K No change
CEG Constellation Energy 0.05% 400 $112K No change
NEE Nextera Energy Inc. 0.05% 1,200 $111K No change
BF.A Brown-Forman Corp. Class A 0.05% 4,160 $111K No change
AEG Aegon Ltd.-NY Reg SHR 0.05% 14,695 $107K No change
ITW Illinois Tool Works 0.05% 400 $104K No change
SLB SLB Ltd. filed as SLB LIMITED 0.05% 2,000 $103K No change

Show all 117 holdings

Portfolio Sells Q4 2025 → Q1 2026
JPM JPMorgan Chase & Co. Reduce -1.4% 1.90% −0.20
LNC Lincoln National Corp. Reduce -16.7% 0.32% −0.14
CHD Church & Dwight Co. Inc. Reduce -21.6% 0.75% −0.11
WFC Wells Fargo & Co. Reduce -8.2% 0.34% −0.09
MMM 3M Co. Reduce -73.5% 0.02% −0.07
WEX Wex Inc. Sold out 0.00% −0.07
GEV GE Vernova Inc. Reduce -47.1% 0.16% −0.05
ALGN Align Technology Inc. Sold out 0.00% −0.04
MICC The Magnum Ice Cream Co. NV Sold out 0.00% −0.02
VSNT Versant Media Group Inc. Reduce -59.7% 0.00% −0.01
CAT Caterpillar Inc. Reduce -12.2% 5.19% +0.17
JNJ Johnson & Johnson Reduce -5.3% 3.85% +0.54

Portfolio Buys Q4 2025 → Q1 2026
LIN Linde PLC Add +250.0% 0.62% +0.46
CSL Carlisle Cos Inc. New 0.41% +0.41
SPGI S&P Global Inc. Add +192.9% 0.39% +0.22
PM Philip Morris International Add +5.2% 0.29% +0.03
ADBE Adobe Inc. Add +25.5% 0.32% −0.02
AMZN Amazon.com Inc. Add +4.5% 0.43% −0.05
INTU Intuit Inc. Add +15.2% 1.75% −0.46
MSFT Microsoft Corp. Add +2.5% 5.36% −1.23

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 85$237.6MBRK.B, CAT, GOOGL, MSFT, XOM
Q1 2026 117$225.3MBRK.B, XOM, MSFT, CAT, GOOGL
Q4 2025 119$231.4MBRK.B, MSFT, GOOGL, CAT, XOM
Q3 2025 117$221.0MMSFT, BRK.B, XOM, GOOGL, CAT
Q2 2025 122$207.9MMSFT, BRK.B, V, XOM, AVGO
Q1 2025 127$199.3MBRK.B, MSFT, XOM, V, ADP
Q4 2024 126$198.9MBRK.B, MSFT, XOM, V, AAPL
Q3 2024 128$202.5MBRK.B, MSFT, XOM, CAT, MRK
Q2 2024 128$191.9MMSFT, BRK.B, XOM, MRK, CAT
Q1 2024 118$183.0MBRK.B, MSFT, XOM, MRK, V