Boit C F David — 13F Holdings & Portfolio
CIK 1308331 · latest 13F-HR filed 2026-04-09
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$225.3M
Long-equity book
Holdings
119
Distinct positions
Period
2026-03-31
Filed 2026-04-09
Q/Q Activity
+1 / −3 / ↑32 / ↓50
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- EXXON MOBIL CORP COM$3.8M +36.2%
- LINDE PLC$1.0M +290.7%
- JOHNSON & JOHNSON COM$1.0M +13.2%
- CORNING INC COM$862.6K +59.5%
- MERCK & CO INC (NEW)$686.0K +8.8%
Top Trims
- MICROSOFT CORP COM-$3.2M -20.8%
- ALPHABET INC CL A-$1.6M -12.5%
- AUTOMATIC DATA PROCESSING INC COM-$1.4M -23.6%
- INTUIT INC COM-$1.2M -23.0%
- BROADCOM INC COM-$984.0K -10.3%
Exited Positions
- WEX INC$161.9K
- ALIGN TECHNOLOGY INC$86.4K
- MAGNUM ICE CREAM COMPANY$39.7K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC CL B (NEW) | BRK.B | 084670702 | $15.2M | 6.73% | 31,628 | SH |
| 2 | EXXON MOBIL CORP COM | XOM | 30231G102 | $14.3M | 6.33% | 84,053 | SH |
| 3 | MICROSOFT CORP COM | MSFT | 594918104 | $12.1M | 5.36% | 32,604 | SH |
| 4 | CATERPILLAR INC COM | CAT | 149123101 | $11.7M | 5.19% | 16,500 | SH |
| 5 | ALPHABET INC CL A | GOOGL | 02079K305 | $11.0M | 4.89% | 38,322 | SH |
| 6 | VISA INC CL A | V | 92826C839 | $9.3M | 4.13% | 26,630 | SH |
| 7 | JOHNSON & JOHNSON COM | JNJ | 478160104 | $8.7M | 3.85% | 35,500 | SH |
| 8 | BROADCOM INC COM | AVGO | 11135F101 | $8.6M | 3.81% | 27,750 | SH |
| 9 | MERCK & CO INC (NEW) | MRK | 58933Y105 | $8.5M | 3.75% | 70,283 | SH |
| 10 | APPLE INC COM | AAPL | 037833100 | $7.6M | 3.38% | 30,002 | SH |
| 11 | MCDONALD'S CORP COM | MCD | 580135101 | $6.2M | 2.73% | 19,800 | SH |
| 12 | MASTERCARD INC CL A | MA | 57636Q104 | $5.6M | 2.47% | 11,140 | SH |
| 13 | ABBVIE INC COM | ABBV | 00287Y109 | $5.4M | 2.37% | 24,600 | SH |
| 14 | CHUBB LIMITED | CB | H1467J104 | $5.3M | 2.34% | 16,165 | SH |
| 15 | BANK OF AMERICA CORP COM | BAC | 060505104 | $5.2M | 2.32% | 107,198 | SH |
| 16 | AUTOMATIC DATA PROCESSING INC COM | ADP | 053015103 | $4.6M | 2.02% | 22,400 | SH |
| 17 | JPMORGAN CHASE & CO COM | JPM | 46625H100 | $4.3M | 1.90% | 14,551 | SH |
| 18 | INTUIT INC COM | INTU | 461202103 | $3.9M | 1.75% | 9,100 | SH |
| 19 | STRYKER CORP COM | SYK | 863667101 | $3.8M | 1.70% | 11,645 | SH |
| 20 | QUALCOMM INC COM | QCOM | 747525103 | $3.8M | 1.70% | 21,500 | SH |
| 21 | ANALOG DEVICES INC COM | ADI | 032654105 | $3.8M | 1.69% | 11,944 | SH |
| 22 | PROCTER & GAMBLE CO COM | PG | 742718109 | $3.7M | 1.62% | 25,274 | SH |
| 23 | ABBOTT LABORATORIES COM | ABT | 002824100 | $3.4M | 1.49% | 32,800 | SH |
| 24 | PEPSICO INC COM | PEP | 713448108 | $3.2M | 1.42% | 22,900 | SH |
| 25 | LOCKHEED MARTIN CORP COM | LMT | 539830109 | $3.2M | 1.41% | 5,260 | SH |
| 26 | PARKER-HANNIFIN CORP COM | PH | 701094104 | $2.8M | 1.23% | 3,100 | SH |
| 27 | CORNING INC COM | GLW | 219350105 | $2.3M | 1.03% | 17,000 | SH |
| 28 | NOVARTIS AG SPONSORED ADR | NVS | 66987V109 | $2.0M | 0.87% | 12,800 | SH |
| 29 | EOG RESOURCES INC COM | EOG | 26875P101 | $1.7M | 0.75% | 11,750 | SH |
| 30 | CHURCH & DWIGHT INC COM | CHD | 171340102 | $1.7M | 0.75% | 18,140 | SH |
| 31 | DANAHER CORP COM | DHR | 235851102 | $1.7M | 0.74% | 8,850 | SH |
| 32 | PACCAR INC COM | PCAR | 693718108 | $1.5M | 0.68% | 13,330 | SH |
| 33 | AMERICAN TOWER CORP CL A (REIT) | AMT | 03027X100 | $1.5M | 0.67% | 8,710 | SH |
| 34 | ORACLE CORP COM | ORCL | 68389X105 | $1.4M | 0.64% | 9,800 | SH |
| 35 | AMGEN INC COM | AMGN | 031162100 | $1.4M | 0.62% | 4,000 | SH |
| 36 | LINDE PLC | LIN | G5494J103 | $1.4M | 0.62% | 2,800 | SH |
| 37 | COLGATE-PALMOLIVE CO COM | CL | 194162103 | $1.4M | 0.61% | 16,200 | SH |
| 38 | PFIZER INC COM | PFE | 717081103 | $1.4M | 0.61% | 49,103 | SH |
| 39 | UNION PACIFIC CORP COM | UNP | 907818108 | $1.4M | 0.61% | 5,625 | SH |
| 40 | THERMO FISHER SCIENTIFIC INC COM | TMO | 883556102 | $1.3M | 0.59% | 2,715 | SH |
| 41 | PPG INDUSTRIES INC COM | PPG | 693506107 | $1.2M | 0.52% | 10,872 | SH |
| 42 | GE AEROSPACE COM | GE | 369604301 | $1.1M | 0.50% | 3,936 | SH |
| 43 | BOOKING HOLDINGS INC | BKNG | 09857L108 | $1.1M | 0.47% | 250 | SH |
| 44 | NVIDIA CORP COM | NVDA | 67066G104 | $1.0M | 0.46% | 6,000 | SH |
| 45 | APPLIED MATERIALS INC COM | AMAT | 038222105 | $1.0M | 0.46% | 3,000 | SH |
| 46 | AMAZON.COM INC COM | AMZN | 023135106 | $966.4K | 0.43% | 4,640 | SH |
| 47 | CARLISLE COMPANIES | CSL | 142339100 | $934.1K | 0.41% | 2,800 | SH |
| 48 | GRAINGER (W.W.) INC COM | GWW | 384802104 | $872.6K | 0.39% | 800 | SH |
| 49 | S&P GLOBAL INC COM | SPGI | 78409V104 | $871.9K | 0.39% | 2,050 | SH |
| 50 | INTERNATIONAL BUSINESS MACHINES COM | IBM | 459200101 | $868.7K | 0.39% | 3,584 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-09 | $225.3M | 119 | 0001308331-26-000002 |
| 2025-12-31 | 2026-01-15 | $231.4M | 121 | 0001308331-26-000001 |